BSBPEF501 - Student Guide
BSBPEF501 - Student Guide
GUIDE
BSBPEF501
MANAGE PERSONAL AND
PROFESSIONAL
DEVELOPMENT
Bryan Peach Institute Pty. Ltd. T/A Peach Institute
RTO No: 31822, CRICOS Provider No: 03604C, ABN: 82 106 814 439 1
Contents
Overview 3
Topic 1: Developing goals for yourself and your team 4
Topic 2: Facilitating the achievement of work priorities 13
Topic 3: Develop and maintain professional competence 20
Overview
The Student Guide should be used in conjunction with the recommended reading and any further
course notes or activities given by the trainer/assessor.
Learning goals
Learning goals include:
You are able to develop goals for yourself and your team.
You are able to manage and prioritise the different aspects of work.
You are able to develop yourself and your team to maintain competence.
Most organisations set strategic goals on an annual basis. These goals are set with the
organisation’s mission and vision in mind, and provide clear direction for employees and teams in
performing their day-to-day tasks.
Managers set goals for their teams to create a common focus and enable team members to work
as a cohesive and collaborative unit. Team goals are usually broken down into challenging,
meaningful goals or tasks for each team member to ensure work is carried out and that the
organisation reaches its objectives.
Business Plan
A business plan is a documented set of business goals, objectives, target market information and
financial forecasts. The business plan is usually relevant to a specific period of time such as one or
two years.
Preparation of a business plan is particularly important when establishing a business, although it
should also be regularly reviewed and updated as required.
Strategic Plan
A strategic plan for a business is a framework for growth and steps to achieving long term success.
It includes the company's mission and vision statement, as well as its goals and objectives and how
to utilise current resources to achieve these goals.
Bryan Peach Institute Pty. Ltd. T/A Peach Institute
RTO No: 31822, CRICOS Provider No: 03604C, ABN: 82 106 814 439 4
Student Guide BSBPEF501 - Manage personal and professional development
Operational Plan
An operational plan is a detailed plan used to provide a clear picture of how a team, section or
department will contribute to the achievement of the organisation's strategic goals.
It is written by taking specific strategies from the company’s strategic plan, and adapting them to
short term goals.
Plans an organisation has can influence personal or team work goals. As an example, an
organisational objective may be to increase profits. Therefore, personal and team work goals will
need to be structured to achieve this depending on the role.
A business plan is usually developed to set up a business, whereas a strategic plan is used for
implementing and managing the strategic direction of the organisation. An operational plan is
usually informed and defined by a strategic plan.
An organisational framework provides a structure for arranging individuals and groups in order to
achieve the organisation’s objectives. It provides a basis for defining job roles, responsibilities,
reporting lines, and compensation for each employee. There are different organisational
frameworks and the way they are designed is based on the purpose for and values of the
organisation.
Employees, or teams of employees are usually arranged into different business units or
departments. These units should have similar goals and responsibilities that can be managed by
one or several senior employees or managers. In the case of a small organisation, there may be a
small number of departments, for example manufacturing, human resources and finance, with just
one or a few managers overseeing staff and having the responsibility for ensuring that
organisational goals are reached. In large organisations there are usually many levels of
management, including top executives, managers and supervisors for different business units.
When the organisational structure is established, job descriptions can be clearly defined. Job
descriptions should reflect the skills and knowledge required to do the job and what the
expectations are of each employee, to help meet the organisation's goals.
Managers are responsible for documenting the responsibilities of their team members and outlining
the tasks that they will be held accountable for. Responsibilities refer to the day-to-day duties of a
team member as per their job description.
As an employee of an organisation, you have to ensure that you understand your role and
responsibilities and follow all your organisation’s policies and procedures relevant to your job.
You may need to comply with various legislation that may be relevant to:
Discrimination, etc.
Furthermore, there will be policies and procedures that will require compliance such as:
Written communication
Professionalism
Teamwork
Record management
Practice standards.
Other responsibilities within the organisation include:
Activity: Read
Setting goals for employees is important. Read more at the link below.
Article: https://www.businessnewsdaily.com/15865-employee-goal-setting.html
What are some examples of employee goals?
Why should you develop employee goals?
How do you set SMART goals? How do you set HEART goals?
How do you track and measure goals?
Take any notes to summarise what you have read and keep for future reference.
test and implement a new software within the next six months
Good managers provide their team members with regular, honest feedback. Constructive
feedback, whether negative or positive, is an effective way of discussing performance and it aids in
the development of staff.
Performance standards provide the employee with specific performance expectations for each
major duty. They are the observable behaviours and actions, which explain how the job is to be
done, plus the results that are expected for satisfactory job performance.
Key performance indicators (KPIs) should be set for every responsibility a team member has for
completing a task. A KPI is a quantifiable measure of performance over time and is an observable,
specific indicators of success. Managers can support employees to set development goals through
assigning meaningful, reasonable and attainable KPIs to their tasks.
Take the time to ask employees what skills they would like to develop both personally and
professionally. Then, offer your support to help your team members reach them.
Employees should practice self-awareness and reflect on their behaviours in the workplace in order
to improve themselves. When setting personal development goals, an employee may have to re-
evaluate their work ethic, their workplace relationships and productivity.
Understanding how different personality types influence the way a person works, can help
individuals set suitable goals. Identifying your own strengths and weaknesses and learning what is
important to other personality types, can improve harmony in the workplace.
The Myers-Briggs type Indicator provides insights into people’s natural tendencies for using their
minds and uses four different scales:
What energises you and Draws energy from the Draws energy from the
gets you excited? outside world internal world
Where do you put most of Uses the five senses to Uses the sixth sense to
your attention? interpret information interpret information
Activity: Read
Setting personal work goals can help you succeed in your career:
Article: https://www.lifehack.org/798287/personal-goals-for-work
Also read about the Big Five personality traits here:
Article: https://www.truity.com/book/big-five-personality-model
Take any notes to summarise what you have read and keep for future reference.
Activity: Watch
Personal and professional development goals of every member of a team should align with the
goals and plans of the organisation, in order to reach organisational objectives.
Setting goals for personal development involves employees assessing themselves and identifying
the areas in which they can improve. This will include evaluating their current strengths,
weaknesses, skills and capabilities and developing a plan for personal growth. Personal
development can lead to career advancement, increased productivity and better relationships at
work.
Some examples of personal work goals may be:
Professional development is not the same as training; training teaches a skill or fills in a gap, but
professional development has the future of the organisation in mind by investing in their people.
Activity: Research
Activity: Reflect
Activity: Develop
Each member of the group should list at least three professional work goals
(specific or general) based on the position description for their current or
previous role.
Using the SMART goal criteria, prioritise the three personal work goals and
create a SMART goal for each. Be clear about the steps you will take to achieve
each goal, the support you will need and the timeframe.
In what ways can a manager help their team members to align their workplace
behaviours, practices and commitment to an organisation’s mission and vision
statements?
Find an example of a mission and vision statement to illustrate your answer.
The Human Resources department within larger organisations can provide resources for
development so that a manager or supervisor has no need to research the options from scratch.
Together with their manager or supervisor, an employee can develop a plan that contains steps
and timelines for development.
Whether you are a manager or an employee, you are responsible for taking ownership of your
own personal and professional development – you need to look for your own opportunities.
Formal training
Increased responsibilities
There are a number of measures that can be used to assess and monitor
performance and facilitate development.
Consider your own position or a position you have held previously. How can
you ensure that goals you have set are being achieved? How can performance
be measured?
How can a manager facilitate development that’s catered to team and individual
needs?
Activity: Reflect
Have you ever had formal feedback given at a workplace? How did this take place?
Was it a positive or negative outcome? Did you take on the feedback and action the
recommendations or not bother following it up?
Have you given any feedback be it formal or informal? Was it hard to provide
feedback, if so, why?
Do you take on board informal feedback or responses that you notice in your
workplace (for example someone may keep making mistakes and suggest that your
instructions can sometimes be difficult to understand)?
In the modern-day workplace, employees are expected to perform at a high level of productivity
and to a high standard. Because competition in any industry is fierce, businesses must protect and
develop their workforce in order to prevent them from being overworked and overwhelmed.
missed deadlines
unwanted stress
Plan: make smarter decisions about the right time to do a task and use a planner or planning
software.
Prioritise: figure out the most important tasks and the ones that are urgent. Schedule time
blocks to attends to these tasks.
Work with the individual where possible to identify the time needed to complete the task that
has been assigned.
Include time for people to challenge the ideas of others and to collaborate with them on tasks
they are working on – remember it’s a team, not just a set of individuals so time together doing
what a team does is vital
Identify and block out significant chunks of time – not odd minutes here and there.
Schedule activity time when it suits the team member – there is often a need to accommodate
other work that also has to be done.
The allocated time must be during paid working hours – team members cannot be expected to
work for free but it may be more effective for this time to be work that is done ‘at home’ and
not in the office.
Activity: Watch
Good time management in your personal life might help you in your professional life.
Watch the video at the following link.
Video: https://youtu.be/RiI1NkaDXlQ (01:53)
Activity: Read
Consider a work position you may have held in the past or research a position on the
Internet.
Think about just one day and list down all of the tasks and activities that you have to
undertake in a typical day.
How do you prioritise your tasks and manage your resources and time?
Do you have any personal demands placed on you during the course of the
day?
Trello
Monday
Asana
Bryan Peach Institute Pty. Ltd. T/A Peach Institute
RTO No: 31822, CRICOS Provider No: 03604C, ABN: 82 106 814 439 15
Student Guide BSBPEF501 - Manage personal and professional development
Jira, etc.
Career development software can offer a self-directed career portal to help employees develop a
career path. Features may include the ability to create a profile, see the opportunities available
within the organisation, view information about roles and responsibilities, training and more.
Activity: Brainstorm
What technologies could you use (or do you use) to manage work priorities?
Research three different scheduling tools and weigh up their pros and cons.
How could barriers to use of technology be overcome for employees who might
feel overwhelmed when switching to a new technology?
Managing wellbeing
A healthy workplace supports the health and
wellbeing of employees. This includes fostering
healthy workplace policies and the
environments to support it, enhancing positive
work relationships, personal development of
every employee, and promoting healthy active
lifestyles. Your organisation, depending on the
number of employees, may have to establish or
maintain an extensive health and wellbeing
program or in the case of a small business, it
may involve simple activities.
Image by Mateus Campos Felipe on Unsplash
Managers and employees need to work together to
continually support and promote the health and wellbeing of all workers.
Creating a healthy workplace by implementing a workplace health program will benefit employees
in the following ways:
Reduced absenteeism: Fitness and a healthy work environment can lead to employees
missing fewer workdays.
Decreased frequency and cost of employee’s compensation: Most companies see a decrease
in health costs and payouts for their workers.
Promote employee morale, satisfaction and motivation: Employee reviews and surveys show
that wellness programs result in better teamwork, communication, employee engagement and
personal effectiveness.
Improve productivity and work performance: Workers will be more productive if they are
healthy and happy at work.
Increased return on training and development investment: The longer an employee remains at
an organisation after receiving investment into their development, the higher the benefit to the
employer.
There are a number of approaches that can be taken to identify the health and wellbeing needs of
employees within the organisation. An employer may be able to identify employee health issues by
observing employee behaviour for example, memory lapses, behaviour that would be considered
out of character and so on. Employees may show physical signs such as a dishevelled
appearance, symptoms of illness or injury, or employers may observe conflict with team members
or managers.
Other methods of identifying health and wellbeing issues include reviewing employee attendance
records and performance appraisals, reviewing incident or hazard reports, or conducting focus
groups, surveys and workplace audits. Employees sometimes work remotely or there may be
multiple worksites and you should take this into consideration when collecting information.
Some questions to ask employees may include:
What sort of activities aimed at improving health, would you be willing or happy to participate
in?
What are some areas of concern relating to health, that you would you like the organisation to
give attention to? Some examples can be stress management, work-life balance, etc.
What are some reasons why you would not be willing to participate in a health program or
some related activities in your workplace?
When would you be most likely to participate in these programs or activities? Will lunchbreaks,
before or after work suit you best?
There are various techniques to help manage team health and wellbeing in the workplace. Health
and wellbeing programs should be in line with the interests of employees and the issues they
experience. Some of the options are discussed below.
Nutrition
Healthy eating habits can have a major impact on an employee’s ability to do their job well. A
healthy, nutritious diet can improve a worker’s ability to concentrate.
Programs can be developed to educate employees about healthy food choices, enabling them to
make healthier food and drink choices. Organisations can ensure there are healthy choices
available at work, that vending machines are stocked with nutritious options and nutritious snacks
are supplied at office meetings and at workplace functions. An example may be to replace a
percentage of unhealthy canteen options (fried foods and foods and drinks with a high sugar
content) with healthy food options like wholegrain breads, fruits, vegetables, low fat dairy, lean
meats, water and low kilojoule drinks. Some organisations might be able to provide unlimited
access to fresh fruit and other healthy snacks. Employees should be given access to kitchen
facilities to store and prepare healthy food brought into the workplace from home.
Physical activity
Lack of regular physical activity can result in weight gain and illness, sometimes chronic conditions.
Workplace health programs should offer employees opportunities to integrate physical activity into
their daily lives, in addition to healthy eating. This may include creating awareness or promoting
facilities at or near work that encourage physical activity. A workplace may be able to offer onsite
programs, services or exercise equipment. An example of this may be to schedule team meetings
to be outdoors going for a walk. In this way team members can discuss work related issues while
getting exercise.
Social and emotional wellbeing
Workplace health programs that aid employees in manage stress can improve their health and
general wellbeing. Employees can be referred to counselling or employee assistance programs to
aid them in their mental health.
An employee assistance program (EAP) is a work-based intervention program that is designed to
identify and support employees in resolving personal issues or problems (e.g., marital breakups,
financial hardship, emotional problems, family issues, substance/alcohol abuse) that may be
affecting the employee's performance to an extent where they are underperforming in their role or it
affects others in the workplace.
Smoking cessation and help for alcohol and drug abuse
Smokers tend to fall ill more frequently than non-smokers. Encouraging employees to see a doctor
to discuss quitting smoking and allowing them the time to do so, is an option for employers to
include in their workplace health programs. Support can be sought for those employees who are
struggling with substance abuse.
Activity: Read
Research the Internet for how a large organisation (for example Google or Apple)
take care of their staff. List down the types of measures in place and if possible,
source a short video demonstrating these measures. Complete this work in pairs.
Activity: Develop
You will now practice developing a performance plan for at least two individuals.
Assume you are the manager of an organisation of your choice. Select two roles that
would report to you (e.g. administration assistant and customer service
representative).
Develop a personal development plan for these people making the assumption that
they have limited experience in their roles.
List the goals and objectives of the organisation as it relates to each person’s
job.
Create performance standards and indicators for each task. Ensure that these
are linked to organisation goals and objectives.
Those in a management position should never assume that professional development isn’t as
important to them as it is for those they manage. Competencies in the workplace refer to a set of
skills, attributes or behaviours that are used to decide an individual’s effectiveness or ability to
perform a job – this includes having a leadership position. Workplace competencies can be
behavioural, for example, having excellent verbal communication skills; or technical, which may
refer to the ability to resolve conflict. These are all very important in a good manager or leader.
You should be able to document your own development needs, priorities and plans by using the
standards of competency that applies to your role.
In general, competency can be improved by:
Observing those around you - this may be particularly helpful when starting a new job or
learning a new skill
asking questions to improve your knowledge - gaining expertise and insight from those who
are more experienced than you
improving your soft skills – this may involve thinking of how can you improve your attitude, or
communicate more effectively
improving the quality of your work – rectify any mistakes that you’ve made previously
learning new skills or technology to improve your skills – this may be needed as result of
industry trends or feedback you receive from other employees
List the ways in which you maintain your professional competencies either in your
current workplace or a position you have previously held.
Research the term “Competency Standards” and provide a list of tools that could be
used to assess personal competency standards.
Ensure new team members are advised of the role of feedback in the team and the need for
them to contribute to it.
Make sure that everyone who contributes feedback has their feedback acknowledged and are
told how it has been used. Doing this will help keep up the flow of feedback.
Activity: Read
List the type of tools that you could use to obtain feedback from employees,
colleagues and clients.
Have you ever been given feedback that has enabled a positive change in your work
practices?
Networking can be in the form of professional/industry bodies (for example the ACS); community
associations (for example Lions); organisational networks (for example Chamber of Commerce) or
individual networks (for example social networking).
Activity: Practical
You will now be establishing a professional development action plan which you might
choose to undertake.
The tasks are as follows:
Create an action plan (use an online template if required) for the following:
Joining a professional network that relates to your industry or one that you are
interested in.
Undertaking at least one professional development activity that will help you in
your job or college life. This could be an online webinar on study skills or a
beginner course in Spanish.
Create a one-year plan to show where you would like to be professionally in 1-3
years from now. Show measurable goals, milestones and explain how these
can be achieved.
Present your work at the end of the content delivery of this unit. You may
choose to complete some of your activities in preparation for your assessment.