Learner Assessment Pack

BSBPEF201
Support personal wellbeing in the workplace
Australis Institute of Technology and Education
Australis Institute of Technology and Education (AITE) (Australia)
Level-2, 25 George Street, Parramatta NSW 2150, Australia
Email: [email protected]
Website: https://aite.edu.au/

© 2023 Australis Institute

BSBPEF201 - Support personal wellbeing in the workplace (Release 1)

Copyright Notice Copying for Educational Purposes

No part of this resource may be reproduced in any form or by any The Australian Copyright Act 1968 allows 10% of this resource to
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unauthorised copying.

These terms are subject to the conditions prescribed under the

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Disclaimer
Precision Group (Australia) has made a great effort to ensure that
this material is free from error or omissions. However, you should
conduct your own enquiries and seek professional advice before
relying on any fact, statement or matter contained in this
document. Precision Group (Australia) is not responsible for any
injury, loss or damage as a result of resource included or omitted
from this material. Information in this course material is current at
the time of publication.

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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Version Control & Document History

Date Summary of modifications Version

2 February 2021 Version 1 produced following assessment validation. 1.0

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Table of Contents

Assessment Delivery..............................................................................................................................5
Learner Information..............................................................................................................................6
Steps for Learners..................................................................................................................................8
Reasonable Adjustment.........................................................................................................................9
Resources Required for Assessment....................................................................................................10
Accessing Intranet Pages.....................................................................................................................12
Assessment Agreement.......................................................................................................................13
Assessment Tasks................................................................................................................................15
Short Answer Questions...........................................................................................................17
Practical Assessment................................................................................................................23
Workplace Project Assessment....................................................................................................24
Project Overview.....................................................................................................................24
Task 1: Reflect on Personal Wellbeing.....................................................................................26
Task 2: Communication Plan....................................................................................................27
Task 3: Communicate with Supervisor.....................................................................................29
Task 4: Review Effectiveness of Communication.....................................................................31
Task 5: Formal and Informal Wellbeing Resources..................................................................32
Assessment Workbook Checklist.........................................................................................................36
Assessment Workbook Checklist...............................................................................................37
Recording............................................................................................................................................39
Record of Assessment...............................................................................................................40

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Learner Assessment Pack

Assessment Delivery

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Learner Information
This Learner Assessment Pack is designed for you to complete the assessment for BSBPEF201 -
Support personal wellbeing in the workplace (Release 1). It may refer to your own
workplace/organisation, or to a simulated business provided by your assessor.
The assessment tasks include Short Answer Questions where you need to demonstrate your
knowledge and understanding of the unit, and the Practical Assessment, where you need to
demonstrate your skills required in the unit. It is recommended that you complete the Practical
Assessments in your own workplace/organisation. If you don’t have access to a real workplace, you
can complete the assessment in a simulated environment where resources and conditions similar to
a workplace must be accessed. Ensure to discuss this with your assessor prior to commencing with
the assessment.

Each Learner Assessment Pack is made up of four parts:

Assessment Delivery
Learner Information
Steps for Learner
Assessment Agreement
Assessment Tasks
Assessment Tasks, including:
 Short Answer Questions
 Practical Assessment
Assessment Workbook Checklist
Assessment Workbook Checklist
Recording
Record of Assessment

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Before you commence your assessment, ensure that you have a good knowledge of the subject,
have thoroughly read your Learner Resource, and clearly understand the assessment requirements
and the expectations of the industry to which the assessment is related.
Assessments are designed to be completed using your industry/organisation, but your Registered
Training Organisation (RTO) may assist you by contextualising the unit to be completed in a
simulated workplace environment.
You will be required to demonstrate knowledge and skills which must be observed directly by your
assessor. Where the observation task may be difficult for the assessor to directly observed, a video
recording of the practical observation task must be submitted as supplementary evidence.
Verification from at least one third-party signatory, and preferably two or more witnesses is required
to confirm your demonstration of these practical knowledge and skills. These witnesses would
usually be your current or recent supervisors, or your assessor.
The practical assessment tasks may be completed using your own workplace, a simulated
environment, or a mix of both, as instructed by your assessor. To contextualise this assessment to
your industry/organisation, you may be asked by your assessor to provide additional information
based on your industry/organisation.
Instructions are given for each task. If you have questions, or unclear how to proceed, consult with
your assessor.
Records of all aspects of the assessment must be kept in your Learner Assessment Pack
The record of assessment is a legal document and must be signed, dated, and a copy stored as
required by your Registered Training Organisation (RTO).

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Steps for Learners

Your Learner Assessment Pack:
1. Upon receiving your Learner Assessment Pack, discuss with your assessor the expectations
and requirements of this assessment. You may also need to supply contact details of one or
two work referees who can confirm your skills in the industry.
Discuss with your assessor if you intend to undertake the practical assessment tasks based
on your employing organisation, in a simulated business, or in a mix of both.
2. Your Learner Assessment Pack is where you will get the task information. Complete each
task as instructed using either your own workplace, or using a simulated business, as
discussed with your assessor.
3. After you complete your assessment, gather and submit your evidence documents as
detailed in the task(s) in the timeframe agreed with your assessor.
Your assessor will advise you if there are any further steps for you to take to satisfactorily
complete this assessment.

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Reasonable Adjustment
Adapted Reasonable Adjustment in teaching, learning and assessment for learners with a disability -
November 2010 - Prepared by - Queensland VET Development Centre
Reasonable adjustment in VET is the term applied to modifying the learning environment or making
changes to the training delivered to assist a learner with a disability. A reasonable adjustment can be
as simple as changing classrooms to be closer to amenities or installing a particular type of software
on a computer for a person with vision impairment.
Why make a reasonable adjustment?
We make reasonable adjustments in VET to make sure that learners with a disability have:
 The same learning opportunities as learners without a disability, and
 The same opportunity to perform and complete assessments as those without a disability.
Reasonable adjustment applied to participation in teaching, learning and assessment activities can
include:
 Customising resources and assessment activities within the training package or accredited
course
 Modifying the presentation medium
 Learner support
 Use of assistive/adaptive technologies
 Making information accessible both before enrolment and during the course
 Monitoring the adjustments to ensure learners needs continue to be met
Assistive/Adaptive Technologies
Assistive/Adaptive technology means ‘software or hardware that has been specifically designed to
assist people with disabilities in carrying out daily activities’ (World Wide Web Consortium - W3C). It
includes screen readers, magnifiers, voice recognition software, alternative keyboards, devices for
grasping, visual alert systems, digital note-takers.
IMPORTANT:
Reasonable adjustment made for collecting learner assessment evidence must not impact on the
standard expected by the workplace, as expressed by the relevant unit(s) of competency. For
example, if the assessment were gathering evidence of the learner’s competency in writing,
allowing the learner to complete the assessment verbally would not be a valid assessment
method. The method of assessment used by any reasonable adjustment must still meet the
competency requirements.

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Resources Required for Assessment

To complete the Practical Assessment tasks, you will require access to:
 Computer with internet and email access, and a working web browser
 Installed software: Word, Adobe Acrobat Reader
 A workplace, or a simulated workplace environment that will allow you access to:
o Your job description that outlines your duties and responsibilities in the workplace

o Workplace templates, including or similar to the following:

 Reflective Journal Sheet

 Communication Plan
 Communication Evaluation Form
o Any relevant information or resources that you need to clearly communicate with
their supervisor about your personal wellbeing
o Your supervisor

o Challenges and situations that will allow you to reflect on your personal and
workplace wellbeing
o Opportunity to:

 Discuss with your supervisor their personal wellbeing in the workplace

 Access at least one formal wellbeing resource, such as:
- Employee assistance programs (EAP)
- Counsellors
- Government agencies*
- Private organisations*
- Educational institutions *
*These must have programs, activities, or advocacies focus on health
and personal wellbeing.

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 Access at least one informal wellbeing resource, such as:

- Family
- Friends
- Neighbours
- Colleagues
- Community organisations
- Social network groups or pages
- Personal documents such as journals

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Accessing Intranet Pages

Some assessment tasks may require you to access specific pages from the simulated business,
Bounce Fitness. Links to these pages are formatted in Blue Text.
To access these, hold the Ctrl key for Windows users while clicking on these links. For Mac users,
directly click the link.
The simulated business, Bounce Fitness, can be accessed by going to
http://bouncefitness.precisiongroup.com.au.
Login to Bounce Fitness using the username and password provided by your Registered Training
Organisation (RTO).

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Assessment Agreement
Instructions:
Discuss and accomplish this section with your assessor before commencing then sign the
confirmation at the end of this Agreement.

Please tick at least one of the following for each section: 

Delivery Method

Classroom 

Small Group 

One-on-One 

Online 

Other (please describe) 

Assessment Pathway (for Practical Assessment)

Learner’s Organisation (Pre-assessment meeting conducted) 

Simulated Workplace Environment (Contextualised by RTO) 

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Assessment Conditions

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

I confirm that the activities and assessment completed for this unit are my own work, and comply
with all relevant copyright and plagiarism rules.
I understand that if there is any doubt in the authenticity of any piece of my assessment
submission, I can be orally examined, and the signatory of evidence records may be contacted.

Learner’s name

Learner’s signature Date

Assessor’s name

Assessor’s signature Date

End of Assessment Agreement

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Learner Assessment Pack

Assessment Tasks

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Tasks
Complete all tasks in this assessment as instructed. If you have questions, consult with your assessor.

Contextualisation of Assessments by RTOs

Contextualisation is the process of modifying assessment tools to make learning more meaningful
for your learners and their employers.
Precision Group (Australia) recommends that your RTO contextualise the assessment tools to suit
particular industry requirements and specific organisational requirements before using them.
Contextualisation must retain the integrity of the assessment and the outcome of the unit of
competency.

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Australis Institute of Technology and Education

Short Answer Questions

Question 1

Identify at least two common factors in an individual’s personal life that can impact their
wellbeing.
Wellbeing refers to an individual’s feeling of health and happiness.

a. Harmonizing Work and Personal Life: Inadequate work-life balance can result in
heightened stress levels, increased fatigue, and diminished job satisfaction.

b. Financial Wellbeing: Financial stress can manifest as reduced job performance,

heightened absenteeism, and a decline in overall mental health.

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Question 2

Identify at least two common factors in an individual’s life in the workplace that can impact their
wellbeing.

a. Professional Fulfillment and Involvement: A workforce that experiences

satisfaction and engagement tends to exhibit higher levels of wellbeing. Conversely,
dissatisfaction, a lack of motivation, or disengagement may lead to heightened stress,
diminished morale, and potential mental health challenges.

b. Organizational Culture and Interpersonal Connections: A toxic or unsupportive

workplace culture can contribute to stress, anxiety, and reduced motivation.

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Question 3

Complete the table:

a. Identify at least one advantage of using each communication style for personal wellbeing
in the workplace
b. Identify at least one disadvantage of using each communication style for personal
wellbeing in the workplace

Advantage of Using Each Disadvantage of Using Each

Communication Style for Communication Style for
Communication Style
Personal Wellbeing in the Personal Wellbeing in the
Workplace Workplace

i. Passive in the workplace is Individuals who

that it can contribute to consistently communicate
maintaining a sense of passively might find it
harmony and avoiding challenging to assert their
unnecessary conflicts. ideas, leading to feelings of
frustration or being
overlooked.

ii. Assertive is advantageous for Overly assertive

personal wellbeing as it individuals might be
promotes a healthy perceived as dominating,
expression of one's needs, which could strain
opinions, and boundaries relationships and impact
personal wellbeing if not
balanced with empathy and
consideration for others.

iii. Aggressive While aggressive Aggressive

communication is generally communication poses a
not recommended, in certain significant risk to personal
situations, expressing oneself wellbeing in the workplace.
assertively can be seen as a Constantly expressing oneself
form of controlled aggressively can lead to
assertiveness. strained relationships,
heightened stress levels, and
a negative work environment.

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Question 4

Identify at least two methods for communicating personal wellbeing matters with a supervisor.

a. Scheduled One-on-One Meetings: This method allows both you and your
supervisor to prepare for the discussion, ensuring a more thoughtful conversation. It also
promotes privacy and confidentiality, making it easier to address sensitive topics.

b. Use of Written Communication: Written communication allows you to organize

your thoughts and express yourself in a thoughtful manner.

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Question 5

Answer the following questions about Employee Assistance Programs (EAP). Use your own
words.

a. Briefly describe what Employee Assistance Programs (EAP) is.

An Employee Assistance Program (EAP) serves as a workplace-sponsored resource

aimed at aiding employees in managing personal or professional difficulties that could
potentially influence both their general wellbeing and job effectiveness.

b. Briefly explain how an employee can access EAP.

Employees can access an Employee Assistance Program (EAP) by obtaining

information from HR or the employee handbook. They can contact the EAP provider
directly through a toll-free number or website.

c. List at least three benefits of EAP.

Confidential Support
Improved Mental Health
Enhanced Productivity
Cost Savings for Employers
Work-Life Balance and Employee Retention

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Question 6

You are an Office Assistant at Bounce Fitness, a premier fitness centre across Australia. The
organisation has recreational resources its employees can use to maintain and improve their
wellbeing. Access and review the Bounce Fitness’ Personnel Policies from the link below:
Personnel Policies
https://bouncefitness.precisiongroup.com.au/policies-and-procedures/human-resource/
Based on the document, identify at least two recreational resources that you can use to address
wellbeing.

a. On-Site Lounge: The on-site lounge facilitates a convenient and accessible

recreational space, contributing to employees' mental wellbeing and creating a
conducive environment for relaxation.

b. Building Facilities - Gym and Swimming Pool: encourages physical activity,

supporting employees' personal physical health. Engaging in exercise during breaks or
after work can contribute to stress reduction and overall mental wellbeing.

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Practical Assessment
The Practical Assessment is a set of tasks that must be completed in a workplace, or in an
environment with conditions similar to that of a real workplace.
To be assessed for this unit of competency, you must demonstrate your skills and knowledge
required to advocate for and feel empowered about personal wellbeing in the workplace.
The Practical Assessments in this workbook include:
1. Workplace Project Assessment
A series of tasks assessing the learner’s practical knowledge and skills relevant to the
unit of competency. This includes the learner completing workplace documents or
similar as evidence of competent performance.
2. Workplace Practical Observation
A set of assessment tasks where the learner must demonstrate practical skills relevant
to the unit of competency. These skills are to be demonstrated while being observed by
the assessor.
IMPORTANT!
 All signatures/initials in your submissions, including yours, must be handwritten and
dated. Submissions with signatures/initials must be scanned.
 The supervisor/observer who completes and signs your evidence submissions must
provide their real name, contact number, and email address for your assessor’s
reference.
 Should you encounter issue or concerns regarding your assessment, contact your
assessor.

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Workplace Project Assessment

Project Overview

This workplace project assessment requires you to develop a plan to communicate your
personal wellbeing in the workplace to your supervisor.
You will also be required to identify access at least one formal and at least one informal
resource to support your wellbeing.
This assessment is divided into five tasks:
 Task 1: Reflect on Personal Wellbeing
 Task 2: Communication Plan
 Task 3: Communicate with Supervisor
 Task 4: Review Effectiveness of Communication
 Task 5: Formal and Informal Wellbeing Resources
This project requires you to complete the assessment tasks in a real workplace, or in an
environment with conditions similar to that of a workplace.
Each task comes with a set of instructions. You are to follow and perform these instructions
while being observed by the assessor and/or submit any required documentation as evidence of
task completion.
Before starting this assessment, your assessor will discuss with you these tasks, including
instructions, resources, and guidance for satisfactorily completing them.

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You are required to:

 Complete the tasks within the time allowed, as scheduled in-class roll.
 Identify personal and workplace factors that impact your personal wellbeing.
 Develop a plan to communicate your personal wellbeing to your supervisor.
 Communicate with your supervisor based on the communication plan developed.
 Review the effectiveness of communication undertaken.
 Review and access at least one formal and one informal wellbeing resources to support
personal wellbeing.

Resources Required for Assessment

Resources you need to access to complete the project assessment are outlined in the Resources
Required for Assessment section of this workbook, and in the corresponding Assessor’s
Checklist and/or Observation Form of each task.
Discuss each requirement with your assessor before commencing with each task. They will
organise the resources required for this assessment.
IMPORTANT: Additional workplace resources may be required upon the contextualisation of
this assessment.

Forms and Templates

Generic forms and templates are provided in the project tasks, unless otherwise specified.
These can be accessed from the following link:
BSBPEF201 Forms and Templates
If you are currently in a workplace, use similar workplace templates and forms used by your
organisation to complete each assessment task.
Discuss with your supervisor and your assessor first to ensure that the forms/templates you will
use cover all criteria required by each assessment task.
Review these forms and templates with your assessor before starting the task.

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Task 1: Reflect on Personal Wellbeing

ASSESSMENT INSTRUCTIONS

This task will require you to conduct a self-reflection to recognise factors that may impact your
wellbeing in the workplace.
Use the Reflective Journal Sheet provided at the Bounce Fitness site to complete this task.
To complete this task, you must:
 Answer preliminary questions about your work role.
 Think of at least three personal factors that can impact your overall health and
happiness.
 Think of at least three workplace factors that can impact your overall health and
happiness.
 Assess how each of these factors identified affect your wellbeing.
 Write your responses in the Reflective Journal Sheet.
Review Workplace Project Task 1 – Assessor’s Checklist before starting this task. This form
outlines all criteria your submission must address to satisfactorily complete this task.
Your assessor will discuss the criteria outlined in this form prior to this assessment.
Submit the completed reflective journal sheet to your assessor. You must also submit a copy of
your job description to assist your assessor in reviewing the requirements of your job role.

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Task 2: Communication Plan

ASSESSMENT INSTRUCTIONS

This task will require you to develop a plan that you will use to communicate with your
supervisor about your personal wellbeing in the workplace.
Use your workplace/organisation’s template to complete this task, or use the Generic
Communication Plan template provided at the Bounce Fitness site.
To complete this task, you must:
 Identify at least two workplace factors that affect your overall wellbeing in the
workplace. For each factor identified, briefly describe its:
o Positive impact for you in the workplace

o Negative impact for you in the workplace

You may refer to your responses from the Workplace Project Task 1, or refer to current
situations or challenges you experience in line with your work role.
 Plan to discuss your wellbeing to your supervisor based on each of the factors identified.
Complete Part A of the Communication Plan with the following:
o Detail to communicate

Details can be issues or concerns that need to be resolved or feedback or

suggestions to further improve your personal wellbeing in the workplace.
o Communication approach to be used

o Communication style to be used

o Method of communication

At least one method must be verbal.

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o Expected outcome of communication

Include details such as possible solutions you intend to implement to address any
concerns raised, or any type of support you expect from your supervisor or the
organisation to assist in resolving concerns relating to your wellbeing in the
workplace.
o Strategy to deal with negative response from supervisor

Identify at least one strategy on how you will respond if your expected outcome
is not achieved during the communication process.
o Target date of communication

Leave Part B of the Communication Plan blank. You will complete this in the next task.
Review Workplace Project Task 2 – Assessor’s Checklist before starting this task. This form
outlines the following:
 Resources you are required to access to complete the task.
 All criteria your submission must address to satisfactorily complete this task.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior to
this assessment.
Review the template you will use to complete this task. If you are using a template from your
workplace/organisation, discuss with your assessor to ensure that the template covers all
requirements that apply to this task. Otherwise, use the Communication Plan template provided
at the Bounce Fitness site.
Submit the partially completed communication plan to your assessor.

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Task 3: Communicate with Supervisor

ASSESSMENT INSTRUCTIONS

Your assessor will observe you as you communicate your personal wellbeing with your supervisor
based on the communication plan developed in Workplace Project Task 2.
For the purpose of this assessment, the communication method to be used must be verbal.
You will be assessed on your practical skills to:
 Arrange and conduct communication with your supervisor based on the plan
 Use clear and appropriate language and features to discuss with your supervisor
 Demonstrate active listening and questioning techniques to:
o Request assistance

o Confirm understanding

 Establish relationship with the supervisor through honest and open discussion about
your personal wellbeing
 Use problem-solving skills to seek advice on personal wellbeing
To complete the task, you must:
 Inform your supervisor of the communication you will undertake.
 Complete Part B of the Communication Plan from after discussing with your supervisor
with the following:
o Actual date of communication

o Detail communicated

This must be consistent with Part A.

o Actual outcome of communication

o Follow-up action, if any

 Have your supervisor sign off each item of detail communicated to confirm the
discussion.

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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Review Workplace Project Task 3 – Observation Form before starting this task. This form
outlines all the practical skills you need to demonstrate to satisfactorily complete this task. Your
assessor will also discuss with you the practical skills outlined in this form prior to the
assessment.
Submit evidence of when you informed your supervisor about the discussion. Evidence can
include any of the following:
 Email correspondence
 Screenshot of conversation with the supervisor’s confirmation
Submit the completed communication plan to your assessor.

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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Task 4: Review Effectiveness of Communication

ASSESSMENT INSTRUCTIONS

This task will require you to review how effectively you communicated with your supervisor
based on Workplace Project Task 3.
Use your workplace/organisation’s template to complete this task, or use the Generic
Communication Evaluation Form provided at the Bounce Fitness site.
To complete this task, you must:
 Seek your supervisor or assessor’s assistance in obtaining feedback on how you
conducted the communication.
 Evaluate the communication skills you demonstrated during the activity to identify your
strengths and areas of improvement in communication.
 Complete the communication evaluation form.
Review Workplace Project Task 4 – Assessor’s Checklist before starting this task. This form
outlines the following:
 Resources you are required to access to complete the task.
 All criteria your submission must address to satisfactorily complete this task.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior to
this assessment.
Review the template you will use to complete this task. If you are using a template from your
workplace/organisation, discuss with your assessor to ensure that the template covers all
requirements that apply to this task. Otherwise, use the Communication Evaluation Form
provided at the Bounce Fitness site.
Submit the completed communication evaluation form to your assessor.

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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Task 5: Formal and Informal Wellbeing Resources

ASSESSMENT INSTRUCTIONS

This task will require you to identify, review, and access at least one formal and at least one
informal wellbeing resource as applicable to your workplace.
To complete this task, you must:
 Identify and review the following resources which you can access to support your
personal wellbeing in the workplace:
o At least two must be formal resources

o At least two must be informal resources

You can seek assistance from relevant personnel in your workplace or conduct your own
research to identify formal wellbeing resources.
 Based on your review, select at least one formal and at least one informal wellbeing
resource that you will access.
 Outline the steps you will undertake to access each of these selected resources.
 Provide your responses to the above steps within this workbook.
 Undertake the steps to access each of the required resources and submit evidence to
demonstrate this.
Review Workplace Project Task 5 – Assessor’s Checklist before starting this task. This form
outlines the following:
 Resources you are required to access to complete the task.
 All criteria your submission must address to satisfactorily complete this task.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior to
this assessment.

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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Submit your responses to this workbook to your assessor. You must also submit evidence that
demonstrates when you accessed at least one formal wellbeing resource and at least one
informal wellbeing resource.
Evidence can include any of the following:
 Formal wellbeing resources, such as:
o Researched information relevant to concerns you discussed with your supervisor
about your wellbeing
o Email correspondence or meeting minutes if contact was done with the agencies
or institutions with programs relating to personal wellbeing in the workplace
 Informal wellbeing resources, such as:
o Email correspondence, meeting minutes, or personal notes with personal
relationships accessed to support personal wellbeing
o Personal files and/or relevant documents accessed or created to support own
personal wellbeing, e.g. journals or portfolios

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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Complete the table with the required information below. You must complete this section before accessing the wellbeing resources required for this
assessment.

Workplace/Organisation Bounce fitness/Classroom

Your Work/Job Role Tech Horizon Outlet

How to access this

Assistance/support Cost
resource How can this resource help Will you access this resource?
Formal Wellbeing Resources required from this Write Nil if not
Outline the steps you you manage your wellbeing Tick Yes or No.
resource applicable.
will undertake.

My own mail box Yes Nil To give more reality X YES

a. Email
 NO

By internet provide of Yes Nil To give more knowledge X YES

b. Sites school
 NO

Reason for selecting the formal resource Most common and pratice.

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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How to access this

Assistance/support Cost
Informal Wellbeing resource How can this resource help Will you access this resource?
required from this Write Nil if not
Resources Outline the steps you you manage your wellbeing Tick Yes or No.
resource applicable.
will undertake.

 YES
a.
 NO

 YES
b.
 NO

Reason for selecting the informal resource

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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Learner Assessment Pack

Assessment Workbook Checklist

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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Assessment Workbook Checklist

Instructions:
Your assessor will review your submissions against the checklist below. This section is to be
completed by your assessor.

The learner has completed the Short Answer Questions in this workbook 

Short Answer Questions 

The learner has completed the Practical Assessments in this workbook and has 
submitted all the required evidence:

Workplace Project Assessment

Task 1: Reflect on Personal Wellbeing

Reflective Journal Sheet 

Copy of job description 

Task 2: Communication Plan

Partially completed communication plan (Part A) 

Task 3: Communicate with Supervisor

Evidence of arranging discussion with supervisor 

Specify evidence submitted:

Completed communication plan (Part B) 

Video recording of the discussion 

Only if direct observation is not possible.

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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Task 4: Review Effectiveness of Communication

Communication Evaluation Form 

Task 5: Formal and Informal Wellbeing Resources

Workbook responses 

Evidence of access to at least one formal wellbeing resource 

Specify evidence submitted:

Evidence of access to at least one informal wellbeing resource 

Specify evidence submitted:

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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Learner Assessment Pack

Recording

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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Record of Assessment
Instructions:
This section is to be completed by your assessor.

Assessment Details

Learner Marcus Vinicius Lima de Sousa

Course Code BSBPEF201

Unit of Competency BSBPEF201 - Support personal wellbeing in the workplace

Assessor Name Chanel

RTO

Needs more
Assessment Activity Satisfactory
evidence

Short Answer Questions

Short Answer Question 1  

Short Answer Question 2  

Short Answer Question 3  

Short Answer Question 4  

Short Answer Question 5  

Short Answer Question 6  

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
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Needs more
Assessment Activity Satisfactory
evidence

Workplace Project Assessment

Task 1: Reflect on Personal Wellbeing  

Task 2: Communication Plan  

Task 3: Communicate with Supervisor  

Task 4: Review Effectiveness of Communication  

Task 5: Formal and Informal Wellbeing Resources  

Needs more
Context Details Satisfactory
evidence

 

 

 

 

 

 

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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Supervisor/Observer Verification Log

Supervisor/
Supervisor/ Role in the Contact Date of Observer verifies
Observer Name Assessment Details Contact the learner’s
submissions

 Yes  No

 Yes  No

 Yes  No

 Yes  No

Assessor’s Comments

Remarks/feedback

Details of further evidence required

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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Please tick the appropriate box. Yes No

Comments and further action required are noted in the Learner

 
Assessment Pack

Results discussed and agreed to by the learner

 
You have the right to appeal the outcome of your assessment.

 Competent
The Learner is
 Not Yet Competent

Assessor’s signature Date signed

I further confirm that I have verified the learner’s submissions by contacting the learner’s
supervisor and/or observer whose names appear in the Supervisor/Observer Verification Log
above.

After reassessment, the Learner is:  Competent  Not Yet Competent

Assessor’s signature Date signed

Learner’s Comments

The signature confirms that I have submitted all my own work, and agree with the assessment
decision and feedback.

Learner’s signature Date signed

Marcus Sousa

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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End of Document

Learner Assessment Pack |AITE |V: 2 March 2022 | Next Review- Mar 2023
Unit Code: BSBPEF201 | RTO ID: 91630 | CRICOS ID: 03173K

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