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Organize and Complete Daily Work

The document provides guidance on organizing and completing daily work activities. It discusses establishing work goals and schedules through negotiation, prioritizing tasks based on deadlines, seeking assistance when needed, and getting feedback on performance. Specific tips include making to-do lists, grouping similar tasks, and keeping frequently used tools close at hand. Prioritizing is key to completing tasks on time.

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melkamu endale
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100% found this document useful (2 votes)
169 views25 pages

Organize and Complete Daily Work

The document provides guidance on organizing and completing daily work activities. It discusses establishing work goals and schedules through negotiation, prioritizing tasks based on deadlines, seeking assistance when needed, and getting feedback on performance. Specific tips include making to-do lists, grouping similar tasks, and keeping frequently used tools close at hand. Prioritizing is key to completing tasks on time.

Uploaded by

melkamu endale
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
You are on page 1/ 25

Ethiopian TVET System

Basic Clerical Works Level I

Learning guide
Unit of Competence: Organise and Complete Daily Work Activities
Module Title : Organizing and Completing Daily Work Activities

MODULE Code: EIS BCW M09 0812


TTLM Code : EIS BCW 09 0812

Lo 1: Organize work schedule


Lo 2: Complete work tasks
Lo 3: Review work performance

UNIT CODE: EIS BCW1 09 0812

UNIT TITLE: Organise and complete daily work activities

Unit Descriptor
[EIS BCW1 09 0812 Organize & Complete Daily work activities]

This unit describes the performance outcomes, skills and knowledge required to organize and
complete work activities, and to obtain feedback on work performance.

Element and Performance Criteria

Elements of Competency

Element 1 Organize work schedule

1.1 Negotiate and agree upon work goals and plans with assistance from appropriate
persons

1.2 Develop an understanding of the relationship between individual work goals and plans,
and organizational goals and plans

1.3 Plan and prioritize workload within allocated timeframes

Element 2 Complete work tasks

2.1 Complete tasks within designated time lines and in accordance with organizational
requirements and instructions

2.2 Use effective questioning to seek assistance from colleagues when difficulties arise in
achieving allocated tasks

2.3 Identify factors affecting work requirements and take appropriate action

2.4 Use business technology efficiently and effectively to complete work tasks

2.5 Communicate progress of task to supervisor or colleagues as required

Element 3 Review work performance

3.1 Seek feedback on work performance from supervisors or colleagues

3.2 Monitor and adjust work according to feedback obtained through supervision and
comparison with established team and organizational standards

3.3 Identify and plan opportunities for improvement in liaison with colleagues

No matter what their job role or responsibilities, every worker is part of a group or team. You need
to know how to plan your work so that you can complete your tasks in the time that you are given.
This involves clarifying your tasks, deciding the order you will do them in, and how much time you
need to spend on each one.

Setting Goals

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A goal is something you want to achieve. One of the keys to developing good organizational skills
is to establish goals. Goal setting helps employees to put tasks and projects into perspective,
enabling them to establish and work toward achieving specific short-term (days/weeks), medium-
term (month/s) and long-term (year/s) goals.

Identifying and Prioritizing

Work is seldom undertaken alone. A workplace is a situation involving a number of people, often
working together, being reliant on one another and interacting with one another, to achieve a
satisfactory end result.

Often then, for the individual, it is not possible to prepare a schedule of tasks to be done in isolation.
Instead, organization of a work routine can only be done after consultation with other staff
members, involving consideration of recognized goals.

This means, for the individual, that he or she must have well-developed interpersonal skills and be
able to negotiate on a range of levels - with superiors, with peers and with subordinates and use
time in the most effective and productive way possible (good time management skills).

Everybody commencing a job in an office situation will have a job description - an outline of the
tasks that they are responsible for, that must be completed on a daily, weekly, monthly and annual
basis.

These tasks will vary in size, complexity and importance to a large extent and will involve a
different number of people. It is the responsibility of the worker, in conjunction with other members
of the team, to complete these tasks in the most efficient fashion within the prescribed timelines,
and in accordance with the organization’s policies and procedures.

All these things can be managed if time is managed properly. An understanding and use of basic
time management principles can help individuals better cope with job and personal demands. A few
of the more well-known time management principles include:

 making daily lists of activities to be accomplished


 prioritizing activities by importance and urgency
 scheduling activities according to the priorities set
 knowing your daily cycle (prime time) and handling the most demanding parts of your
job during the high part of your cycle when you are most alert and productive

Prime time is a time of day when you find that you are most productive, most energetic and think
more clearly. When considering a daily schedule, it is a good idea to keep your energy cycle in
mind. Time management, like other management skills, benefits from analysis and planning. To
understand and apply time management principles, you must know not only how to use time wisely,
but also what problems you may encounter, and what causes these problems. From this you can
learn to improve your effectiveness and efficiency through better time management.

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For instance, if the receptionist is responsible for collection of the mail and sending it out, and
company policy is that the mail must be ready for collection by 3.00 pm, then this procedure must
be followed and other tasks organized around this daily routine.

You can also improve work routine by personalizing your work station and organizing your work
space.

Personalizing work station: do this by adding plants, photographs etc (within organizational policy
and procedure guidelines) to make the area your "own" (however temporarily). Everything will look
brighter and more cheerful, giving you a feeling of belonging and boosting your morale.

Organizing your work space: arrange your work tools for ease of use. If you use files often, place
the filing cabinet near to your desk so that you do not have to get up every time you need to retrieve
a document. Try to have tools you use most often within easy reach.

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Establishing Priorities

How do you make the hard decisions about which tasks should be first, second, etc and how do you
decide how much time to devote to each of them? Obviously, only you can put a correct time to
each task relative to how much has to be done to complete each job, but certainly we can get an
indication of priorities by looking at the range of tasks that normally have to be completed in the
business environment.

Group tasks for greater efficiency. Make out-going telephone calls in groups. Time them when
most people can be reached. Use notes about responses and/or any follow up action that is required.
At the end of each day, take a few minutes to organize a "to do" list for the following day.

Let's look at a few tasks and then put them in priority order:

 pick-up and opening of incoming mail


 filing
 keying-in of a memo to staff requesting their attendance at a meeting to be held
tomorrow
 ordering of new stationery supplies to cover the next two months
 photocopying of material to be distributed at a meeting a week from today

In organizing these tasks into priority order, it is important to consider what the deadlines are not how
long the task will take to complete. The order should be as follows:

Priority Details Time

1 Mail collection and opening

2 Memo to staff regarding meeting 30mins

3 Order stationery 15 mins

4 Photocopy material for meeting

5 Filing

Now let's have a look at the reasons for the way in which the tasks have been prioritized.

Mail collection and opening (1)


The mail may not, in fact, be done first. It will, however, determine the timing of other tasks if it is
to be collected and opened at the same time every day. For this reason, it must take precedence
above other tasks.

Memo to staff (2)


The memo requesting staff attendance at the meeting tomorrow is obviously the most important task
to be completed because of the timeline involved. Not only will the memo have to be keyed in, but

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it will have to be copied and distributed during the course of the day to give those attending, time to
organise their diary and any relevant materials for the meeting.

Order stationery (3)


The ordering of stationery may not appear to be that important; however, as it is only ordered to
cover a period of two months, there may not be very much left before a new order is made for
delivery of the next two months' supplies. As completion of this task may not take very long, it is
worth ensuring that the task is not forgotten.

Photocopy material for meeting (4)


Completion of this task is dependent on how much photocopying there is to do. If the amount to be
photocopied is excessive, the task may be spread over a number of days to avoid too much time
being spent away from the desk at the one time.

Filing (5)
Because the filing is listed last here, it should not be thought that it is the least important task to be
completed. It does, however, have the least pressing timeline and, therefore, it can be left until last.
Filing should be kept up-to-date, and a little, regularly, is much better than a lot in desperation.

The ABC Method of Prioritizing

To assist with task prioritization, you may wish to use the ABC method:

Step 1: Categories the tasks on your list as follows:

A Must be done today

B Should be done today

C Preferable if could be done today

Step 2: Within each category, allocate a priority number to each task as follows:

1: Do this task before other tasks in this category

2: Do this task after the most important tasks in this category have been completed

3: Do this task last in this category of tasks.

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A categorized to-do list would look like the example as follows:

Things to do today

B2 Phone Jose Sweeney

C1 Place stationery order

A3 Type up meeting minutes for Tom

C2 Get keys cut for Susan

A2 Send out conference invitations

A1 Organize meeting of all team members for tomorrow


morning

B1 Balance petty cash

C3 Get some more stamps

Selecting Appropriate Resources

In order to complete a task in the most efficient fashion, it is a wise idea to choose the most
appropriate resources. Consider, for instance, a simple task such as collating a number of copies of
a six-page document. It would not appear that much in the way of resources is required for this.

These are the resources that may be required:

 a stapler
 staple supply
 a rubberized sorter or a damp sponge may be a benefit too, to pick up each single sheet
 a clear bench top to spread out the six pages ready for collation
 elastic bands may be needed to hold the collated copies in bundles for easier handling

By breaking the task down into smaller parts, there may well be more than one or two obvious
resources required for the efficient completion of the task. It is necessary to think about resources
before beginning on a task to save:

 time
 energy
 double handling

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Time Wasters

We all waste time. Some of us recognize this and try to do something about it. Some of us are
unaware of the time we waste. The following can all contribute to wasted time:

Telephone interruptions

Inability to say “no”

Changing deadlines

Lack of planning

Drop in visitors

Ineffective delegation

Attempting too much at


once

Personal disorganization

Crises

Lack of self discipline

Procrastination

Incomplete information

Understaffing

Work overload

Excessive socializing

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Delegating Identified Tasks to Team

Once tasks have been effectively identified, they can be delegated to team members. Delegation
is handing over a task to another person and giving that person authority and responsibility to
complete it.

At certain times, you may be unable to complete everything by a specific time. Delegation
enables the team leader and the team, to effectively get the job done. Delegation enables tasks to
be equally shared.

Team work generally involves delegation. Tasks are given to team members according to their
abilities, time restrictions, preferences, etc.

Advantages of Delegating

The following points are the advantages to be gained by effective delegation.

Saves time

 delegation saves time as team members are free to do work that they must complete
themselves and which cannot be delegated
 a team member may not always be the most experienced or best person to complete a
task and delegating the job to a more experienced person will ensure that it is
completed quickly and efficiently
Greater job satisfaction

 when a person delegates a task, he or she is displaying that he or she has trust and
confidence in the other person to complete the task
 most people derive a sense of satisfaction in completing more challenging tasks
 delegation enables a person to use his or her initiative
Increased skills

 people have the opportunity to complete new tasks thus gaining more experience
 delegation provides the opportunity for people to be trained and developed in new
areas
 if a person is absent, there is someone else who can fill in for that person
 everyone has different ideas, skills, etc, and delegation enables the talents of others to
be utilized
Reluctance to Delegate

Not everyone is willing to delegate or share tasks. Typical reasons for failure to share or delegate
tasks are:

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 I'm too busy to explain the job to someone else


 The only way I know the job will be right is to do it myself
 I won't know what is going on if I give the task to someone else
 They will think that I'm lazy
Effective delegation requires a little time, but it is a good investment. It is often more difficult to
complete a task for the first time. If people are not given the opportunity to practise skills, they
will never improve.

Reviewing Work Performance

Reviewing or monitoring the work performance of a team or oneself helps to ensure that plans
are on track and goals will be achieved. Planning and monitoring are very closely linked to each
other. If things are not going according to plan, take corrective action to improve the situation.

The degree of monitoring depends on the team, the importance of the task and the person
completing that task. In some teams, each member has a great deal of autonomy and self-
monitors his or her own task. Excessive monitoring can be a waste of time and can reduce staff
motivation.

Lack of monitoring may result in problems arising that are left unchecked. The objective is to
ascertain the correct level of monitoring to suit the situation. Areas that are typically monitored
include.

 Output - is the quantity of output on target with the plan?


 Quality - is the output the desired quality?
 Resources - is the amount of resources being used consistent with the plan?
Resources include raw materials, equipment, property, lighting and heating as well as
human resources.
 Procedures - are the procedures the most efficient for the task?
 Cost - is the budget on target?
 Time - are you on schedule?
Advantages of Monitoring

Monitoring:

 improves overall quality of output


 prevents problems from occurring and re-occurring
 prevents problems from becoming too large and overwhelming
 minimizes the effects of problems once they have occurred
 provides team members with guidance - they know they are "on the right track"
 avoids "management by crisis" - mopping up problems only after they have occurred
 detects and reduces errors
 improves efficiency
 provides the team with consistency
Steps in the Monitoring Process

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1 Establish a goal or a standard

The first step involves the planning process and ideally should have already been completed
before the commencement of a task. It involves setting your goals and determining what end
result you want to achieve.

Typically, when working in a team, the team determines the goals and allocates tasks to
individual team members to complete. Individual team members then set their sub-goals to
achieve the tasks they are required to complete. The individual sub-goals must be consistent with
those of the team.

Quality assurance is based on effective team work. Improvement of quality will be extremely
difficult without a team-based approach to improvement with everyone committed to working
towards a common goal. Many standards are easy to determine as they can be counted or
measured, for example, the number of incorrect entries in a data base or the number of reject
components in manufacturing. Other standards however are intangible and are not as easy to
determine. Examples of intangible standards include measuring employee attitude or the
reputation of an organisation.

2 Compare what is being done with the planned result

The next step in the monitoring process is to check and compare what is being done with the
planned result.

Methods of comparison include.

 Personal observation - You can discover a lot by observing. Talk to people to find
out how things are going. Are things going to plan? Do you feel pleased with the
progress so far?
 Reporting - Progress reports can be oral or written depending on the team. The report
takes place at a predetermined time (eg weekly staff meetings) and provides you with
feedback regarding the progress of a task.
 Testing - Testing may include random spot checks, inspections or taking samples.
Other points to keep in mind include.

 the information that has been collected should be accurate and up-to-date
 all team members should be involved in the monitoring process - if they know what is
expected of them, they can take any corrective action themselves before involving
others
 a cost/benefit analysis should be completed - the monitoring process should not cost
more than any benefit that could be derived
 the monitoring process should be flexible enough to allow for problems that cannot
be anticipated
 many people resent being "checked up on". If the team is operating effectively, there
should already be present a high degree of trust, so this issue should not be a serous

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problem. The team leader should carefully explain to members that monitoring is an
important and necessary task in order for the team to achieve its goals.
3 Implement corrective action, if necessary

If there is a deviation from what was planned and the actual outcome, thorough investigation
may be necessary to determine the reasons for the deviation before any corrective action is
contemplated. Sometimes, if the deviation is only minor, it may be more appropriate not to take
any action at all.

There are many reasons why things do not go according to plan. The corrective action may be
relatively minor or it could be quite drastic depending on the seriousness of the situation. Again,
corrective action should be well planned. If things are going better than planned, it is worth
investigating so the situation can be duplicated and success achieved again.

Reprioritizing Tasks

No matter how well-organised you may be, if you are requested by your supervisor to undertake
something else of importance - not originally calculated into the scheme of things - you must do
so. It may not necessarily be an entirely new task that is required, but a change in the deadline
for a task that you have already been given. This will mean that you must re-plan, or re-prioritize
the tasks you have to complete.

If we look again at the prioritizing that we did previously and add some new information:

Priority Details Time

1 Mail collection and opening

2 Memo to staff regarding meeting 30mins

3 Order stationery 15 mins

4 Photocopy material for meeting

5 Filing

The material that was to be photocopied for the meeting next week is now needed for another
meeting this afternoon. There are eight pages and there will be twelve people at the meeting.
Remember that the material will also have to be collated.

The prioritising of the day's task will now have to be altered to reflect the new importance of the
material to be photocopied. An estimation of the time to complete the task may also be necessary.

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Priority Details Time

1 Mail collection and opening

2 Photocopy material for meeting (8 pages x 12 people)

3 Collate and staple material

4 Memo to staff regarding meeting 30mins

5 Order stationery 15 mins

6 Filing

Clarification of the work to be done will often necessitate some change in the order of work to be
done. You may have been given an audio tape with a letter on it to be transcribed. You may have
made it a lower order priority for the day when compared with other more pressing tasks.

When you are told that the letter must go out that day, without fail, and is possibly in excess of
two pages, it will most certainly become a higher priority due to that extra clarification.

The need to respond to new information quickly, efficiently and without complaint is simply
testing your ability to be flexible and can also demonstrate your initiative when dealing with
tasks on a wider scale.

Completing Tasks within Designated Timelines

The prediction of time taken for tasks is useless unless it is realistic in relation to the task to be
done. Effective time management is about being able to complete tasks within the timelines set.

It is important that you set timelines that reflect realistic completion times. If you feel a task
could take a lot longer than it appears on the surface (ringing a number of people to organise a
meeting at a specific time, for example), you should give the task a timeline that will ensure that
it is done.

Constantly underestimating the time taken to complete a task will:

 make you frustrated


 convince management that you do not know what you are doing
 prevent completion of total daily tasks as required

Just as tasks must be reprioritized as further information is provided about the nature of the tasks
to be done, the time element should also be considered carefully, and, if necessary, changed to
reflect the revised time that the task may take to complete. Don't forget to factor in interruptions

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to the task (eg answering the telephone, attending to visitors) if this is part of your job
description.

It is also important that the tasks are completed in line with the organization’s policies and
procedures. Policies and procedures are put in place to ensure the continued integrity and
standard of the organization. They should therefore always be carefully observed.

Successful time management techniques ensure that time-wasting procedures are eliminated and
efficient work practices are used. It is not about using short cuts or doing jobs in a half-finished
fashion. Quality is first and foremost, but techniques can often be reviewed and improved
without any loss of quality.

Requesting Assistance

Difficulties will always arise when trying to achieve goals. It is extremely important that a
problem be dealt with as quickly and as efficiently as possible. Ignoring a problem does not
make it go away. Many difficulties may require the assistance of others. You may simply have
too much work and need an extra pair of hands, or you may need to draw on another person's
experiences to assist you.

It is always much better to seek assistance when difficulties arise rather than making a costly
mistake or holding up the completion date of a project. When seeking assistance, be clear in your
goals - what specifically are you asking for? Plan what you want to say. Perhaps even make
notes. Ensure that you communicate your request clearly.

Select the correct time to seek assistance. People are less likely to help you if they are heading
off home for the night or are rushing off to a meeting. Make an appointment, if necessary.

Have all your facts at hand. If you are seeking assistance, people will need to know the "whole
picture". If they only have half the information, they may not be able to assist you to the best of
their ability.

Finally, be confident and assertive, but not aggressive, when asking for assistance. We are all
born with the "fight or flight" response. Fighting is aggressive behavior and fighting, or
retreating, is passive behavior. Assertiveness is somewhere in between and involves standing up
for our rights and beliefs without violating the rights of others. Assertiveness is not an inborn
response - it must be learned.

Effective teamwork requires everybody to assist one another. The completion of a project is
seriously jeopardized when people pursue their own goals and not the overall goal of the project.
We all require the assistance of others from time to time.

Feedback and Evaluation

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When participating in group goal setting and decision making, an important part of the process is
carried out in retrospect. The whole procedure, from assembling the group together, selecting
tasks for completion, accepting responsibility for the tasks and performance and completion of
the tasks by an agreed date, requires feedback throughout, and evaluation on completion. It is
important to be aware of the type of feedback that will produce the best results. It certainly
should not be negative in content, but if there is criticism, it should be constructive.

For instance, a report that has not been prepared as well as expected by a team member should be
accompanied by an example of an acceptable report. This method is supportive rather than
destructive. It gives the person preparing the report an opportunity to reassess his/her own
techniques without close supervision, thus maintaining personal self-esteem and undertaking a
positive learning experience.

Another way to deal with the problem of a task not being completed in an acceptable method by
one of the members of the team is to approach the problem with the entire group, establishing if
anyone is having problems and discussing positive means of overcoming them. This has the
effect of solving the problem anonymously for perhaps more than one member, identifies that
there is a problem, and that problems are common to all. It also makes identification and finding
a solution the responsibility of the whole team.

Giving constructive feedback is vital in preserving the self-image of employees and promoting
positive feelings in their workplace dealings. Not often enough do supervisors or colleagues use
positive, ego-boosting phrases such as:

 Well done
 Keep up the good work
 You've done an excellent job
 That (report) was most impressive
 Thank you

It should be recognized that positive feedback, in the form of praise, is particularly useful in
raising morale, increasing commitment and ultimately improving production. Positive
reinforcement should not be left to managers and supervisors only. It should be the responsibility
of all staff, which has the advantage of:

 improving channels of communication due to frequency and quality of feedback


 reducing barriers to communication such as fear of being wrong
 creating bonds between staff which thereby increases networking opportunities

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A policy of providing frequent feedback of a positive nature will make asking for help to
complete required tasks far easier. Too many times, afraid of making a bad impression, people
do not ask for help, and as a result are unable to complete tasks satisfactorily.

Feedback about performance of tasks should be encouraged during team meetings. This will
provide ongoing support and training in a positive forum because all members of the team have a
vested interest in the goal being achieved. On completion of a goal, an evaluation should take
place by all team members to identify good and poor aspects of task performance. This should be
regarded as a positive learning session for all members of the team to improve their performance
and build their confidence for the next assignment.

Activity 1 - Written Responses

Read through the notes in your Student Booklet and answer the following questions. Your
responses are to be word processed and saved as “BSBWOR202A Activity 1 Responses”

Element 1 Organise work schedule

1. Describe what a ‘goal’ is and give an example of a short term goal you wish to achieve in
your Cert II Business class.

2. Why is it important to plan your work?

3. Explain why it is important to understand the goals of the team you are working in.

4. Why is it important to raise any concerns you might have about the team’s goals and your
tasks?

5. What would you do if you felt your supervisor had given you too many tasks?
Element 2 Complete work tasks

6. Write a list of six things that can cause workers to waste time and prevent them from
completing their work on time.

7. Write a brief paragraph on why it is important to plan your work.

8. How could you organise your tasks for the day to make best use of your time?

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9. Explain why it is important for a worker to understand how they use their time during the
day.

Element 3 Review work performance

10. Explain why it is important to regularly monitor your work performance.

11. List at least two situations when you received feedback about your work in Cert II
Business.

12. What opportunities are provided to allow you to improve your work performance in Cert
II Business?

13. How good are you at monitoring and reviewing your own performance? Write a
paragraph about how you think you are progressing in the unit on Organising and
Completing Daily Work Activities?

Activity 2 – Practical Activities

1. Priorities the tasks given below, and then explain why you have prioritized them in that
way.

a. Telephone to make an appointment with a business colleague for tomorrow at 10.00


am
b. Collation of papers for distribution at a meeting this afternoon
c. Audio typing a letter containing product information to a potential client
d. Fax message to a business colleague confirming attendance at an interstate meeting
next week
e. Telephone call to a hotel interstate to organize accommodation for the above
meeting

2. Write out a step-by-step plan of how you would complete this task in an efficient manner.
Also include an approximate amount of time required to complete each task.

Breakdown of Tasks

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You are an administrative assistant with E! Events – an office with 30 employees. One of your
tasks is to order stationery.

It is your responsibility to make sure that there is enough stationery (for example, photocopy
paper, pens, computer disks, staples, highlighter pens, envelopes, paperclips, manilla folders etc)
for the day-to-day activities.

You also need to make sure that you order the stationery that is needed for anybody who has special
requirements (for example, somebody may be doing a large mail-out or creating a set of new
manual files).

The company orders stationery from Maryborough Office Supplies. You have a catalogue of all
their stationery products that can assist you to place an order over the phone.

As E! Events is a regular customer at the store, they have a customer order number that needs
to be given when the order is placed.

Write out a step-by-step plan of how you would complete this task in an efficient manner. Also
include an approx amount of time required to complete each task

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3.PRIORITISING TASKS ABC123

You are an office assistant at Target and before you went home from work yesterday you
organized your tasks for the following day.

Firstly, you are to prioritize the tasks already on the list to ensure you use your time effectively.
Use the ABC 123 method and make a note below to justify why some tasks are ahead of others.

Secondly, when you arrive at work the next day (that is today) you find the following written on
post-it notes on your desk:

 Mallory has called in sick today so a replacement is needed for her shift (2 pm – 6 pm)
 There is no milk and sugar in the lunchroom and this needs to be purchased prior to morning
tea
You must add these tasks that have arisen overnight then reprioritise the new list.

Things to do Today Date: ………………….…

Priority Tasks
Your store is hosting the regional workplace health and safety seminar next week.
You need to prepare a mail-out to the 12 staff attending the seminar which will
involve the following:

 Photocopy the program

 Word process and photocopy the covering letter

 Check the letter for accuracy

 Collect the brochures

 File original copies

 Place the material in the envelopes

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EIS BCW1 09 0812 Organize & Complete Daily work activities
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 Arrange to dispatch the mail


Work in reception

Process the mail

Photocopy the staff agenda for tomorrow’s meeting and distribute to each staff
member

Phone the caterers to confirm order of refreshments for seminar

Tidy the meeting room and ensure it is equipped with TV/VCR and whiteboard

4.

PRIORITSING TASKS AND PREPARING A TO-DO-LIST

You are the office assistant, for Ms Rochelle Smyth, Maryborough Retailers Manager. You have
received the following memo from Ms Smyth and you need to plan your time to get all the
required tasks completed by prioritising and giving an approximate time that each task will take
to do.

 Use the Things to do – today form (located on shared, a sample of which follows)
 Explain why each of your first two priority tasks were given in that particular timeframe.

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EIS BCW1 09 0812 Organize & Complete Daily work activities
____________________________________________________________________________________

TO: Emma Lang

FROM: Rochelle Smyth

DATE: 20 April 2011


SUBJECT: TODAY'S TASKS

.
Most of us will be at a special conference this morning which I forgot to tell you about. There
are a number of things (in addition to your normal duties) that need to be done this morning -
which I will outline for you. These are not in order of importance. I will leave that to you to
work out.

We badly need to order a blind for Carly’s office to cut down on the sunlight.

There is a two-page letter on my desk (not typed yet), which needs to get to Sydney in time for a
meeting there on Monday.

Ring Zoe from Bi-Lo, Jess from Woolworths and Kacci from Foodforless and organise a meeting
to be held here, preferably on Monday of next week. It could also be held on Tuesday, but it is
important that they all attend.

Organise some refreshments for that meeting will you. Lunch, morning tea, whatever you think is
appropriate.

I'll need seven photocopies of that fifty-page document called “Advertising in 2005 - a
perspective” It is somewhere in my filing cabinet - filed under Strategies - I think. If it is not
there, please find it.

Would you ring Luke Gaskell and let him know that I can 't see him for lunch. I forgot all about
this conference when I organised it with him. Also ring the restaurant, Muddy Waters and cancel
the booking I made.

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EIS BCW1 09 0812 Organize & Complete Daily work activities
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Can you give my desk a tidy - this might help me find the things I need a little easier.

I think this is all –you’re a sweetie for looking after me!! See you tomorrow.

THINGS TO DO TODAY

Date:

Priority Details Time

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EIS BCW1 09 0812 Organize & Complete Daily work activities
____________________________________________________________________________________

ASSESSMENT

Student name:
Assessor name:
Unit(s): BSBWOR202A Organise and Complete Daily Work
Activities
Assessment Type: Checklist for Written Responses
Date Completed
Assessment:

and
Identified

Reassesse

Complete
Evidence
Assessor’s

towards
Checklist
Initials

Gaps

Date
d

d
1 Organise work schedule
Question 1

Question 2

Question 3

Question 4

Question 5

2 Complete work tasks

Question 6

Question 7

Question 8

Question 9

3 Review work performance

Question 10

Question 11

Question 12

Question 13

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EIS BCW1 09 0812 Organize & Complete Daily work activities
____________________________________________________________________________________

The student’s required knowledge and skills were:

Satisfactory Not satisfactory

Feedback to student:

Student Comment:

Student signature:

Assessor signature:

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EIS BCW1 09 0812 Organize & Complete Daily work activities
____________________________________________________________________________________

ASSESSMENT

Student name:
Assessor name:
Unit(s): EIS BCW1 09 0812 Organize and Complete Daily Work
Activities
Assessment Type: Practical Activities
Date Completed
Assessment:
Task Required:

Reassessed

Completed
Identified
Evidence
Assessor’s

towards
Checklist
Initials

Gaps

Date
and
1 Organise work schedule, 2 Complete work
tasks
Question 1

Question 2

Question 3

Question 4

The student’s required knowledge and skills were:

Satisfactory Not satisfactory

Feedback to student:

Student Comment:
Student signature:
Assessor signature:

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