BSBPEF301 Organise personal work priorities

CERT 3 HEALTH ADMINISTRATION
BSBPEF301 Organise personal work priorities
Project / Portfolio of evidence
For this assessment, learners will need access to:
• Internet, and word processing software. And, access to the LMS and associated learning resources
Assessment Criteria:

To achieve a satisfactory result, you need to demonstrate the following key skills/tasks/knowledge to an acceptable industry standard:
• All tasks completed in full and to a satisfactory standard.
• Demonstrated knowledge and skills required to prepare and implement a personal work plan.
• In the course of the above, the candidate must:
 Prepare a work plan according to organisational requirements and work objectives
 Use technology to schedule, prioritise and monitor completion of tasks in a work plan
 Assess and prioritise own work tasks and address contingencies
 Monitor and assess personal performance against job role requirements by seeking feedback from relevant personnel
 Identify personal development needs and access, complete and record skill development and learning.

START OF ASSESSMENT

In this assessment, you will be developing a professional development plan and a work plan that you will implement, and then, you will monitor and review the work plan.

Your professional development plan will set out a longer term goal that you wish to achieve and the work plan will take into consideration tasks that you need to complete over the course of a week in your work role.

you will be monitoring and reviewing your work plan and professional development plan. You will get feedback on your performance, report on any variations you had to make to your plan and review your performance in completing your work plan.

This task contains practical activities which need to be documented.

You work for The TAFE Healthy Hub – a multidisciplinary facility which caters to all health needs. The TAFE Healthy Hub details are as follows:

Facility Name: TAFE Healthy Hub
Facility Address: High Street
Thalamus on Wold
General Practitioners: Dr Michael Venne (Partner)
Dr Petra Watt (Partner)
Dr Aloysius Who (Partner)
Dr Felicity Hwie (Employee)
Psychiatrist: Mr Sam Meninges
Physiotherapist: Mrs Alison Dewpweetranz
Occupational therapist: Ms Di Praxia
Optometrist: Mr John Magoo
Dentist: Dr Bi Cuspid
Pathologist: Dr A Coola
Radiologist: Dr Marie Curie
Aged Care Team: Gerry Pace
Tricia Maker
Facility Manager: Anne Manette
Facility Nurses: Nurse Sharon Grey
Nurse Flora Passerine
Nurse Natasha Fatale
Treatment room Assistant: Polly Dipsic
Administration Assistants: You
Melina Ileus
Ruby Olea
Frank Albinoni
Junior: Xanthe Young

You are employed as a Health Administration Assistant for Tafe Healthy Hub. In your role you are expected to do the following tasks on a daily basis:
• Receiving patients and visitors
• Receiving and making telephone calls
• Billing and accounts
• Entering patient details on to a data base
• Filing patient notes
• Maintaining a safe environment for staff and patients
• Maintaining and providing information to assist patients
• Maintaining the reception area and Practice as a whole
• Making appointments for patients and medical staff
• Ordering stock
• Typing of referral letters, reports, etc
• Banking and petty cash procedures
• Assisting the Doctors with procedures
• Sterilising and disinfection
• Administration such as Medicare procedures, vaccination procedures, etc

After working at the Tafe Healthy Hub for several months you have discovered that you enjoy working in the health care industry and would like to improve your skills. You have set yourself a goal of becoming an Assistant Manager for Tafe Health Hub within the next year.

In order to be promoted to the role of Assistant Manager you will have to do the following:
• Undertake additional training and learn how to enter financial data onto MYOB
• Gain experience processing Medicare billing exceptions
• Gain experience preparing daily and weekly earnings reports
• Enrol in a Dealing with difficult people training course

Planning how you will achieve your Goal

The work plan you develop will be based on one or more of the above requirements to become Assistant Manager. Select one to use for your work plan.

To plan how you will achieve your goal, complete the following steps:
1. On your work plan, explain the goal you want to achieve and the professional development objectives and skills required to achieve the goal
2. On your work plan, describe how your goal aligns with organisational policies and objectives
3. Seek approval from the supervisor to implement the work plan
4. Make notes before, during or after developing your plan and write on the bottom of the plan. This may include thoughts, worries, benefits, etc (both negative and positive) that may impact on achieving your goal
5. Write down the goal and provide a detailed description
6. List the different steps that you need to do to achieve your goal, there should be at least three (3) steps
7. For each step provide a KPI to measure it, an overall objective. These include the things you need to take into consideration to achieve your goal, and the standards you or your business have set for your goal and objectives.
8. For each step, include the duration or start and end dates

WORK PLAN TEMPLATE

Goal
Goal Description

How does your Goal align with the needs of the organisation?
Start Date
Completion Date
Approval sought from
Signature Date

Work Plan
Steps Actions KPIs Objective Duration (start/end date)

Notes:

Contingency Management

This is a key part of any work plan, you not only plan for what will go right, but you must also plan for what could go wrong and how you can avoid or minimise the problem.

1. Look at your work plan and all the actions that will take place. List three (3) problems that you may encounter while implementing your work plan. Add these to the contingency management plan below
2. For each of the three (3) problems that you have selected, think of at least one (1) action that you could put in place to avoid or solve the problem. For example, a problem could be additional costs or delays to the timeline.
3. Stress is another factor as it can affect your performance and health. What stresses each person is different. Look at your work plan and all the actions and consider two (2) factors that will cause you stress when undertaking/completing the overall goal and each step in the plan. Come up with solutions to minimise each cause of stress. Pick the top two stresses and add these to your contingency management plan

CONTINGENCY MANAGEMENT PLAN TEMPLATE

Contingency Management
Problems that could occur
(list at least three) What can be done to avoid or minimise the problem
1

2

3

Stress Management

Stresses that might occur during the work plan
(list at least two) How to manage these stresses
1

2

Using Technology with your work plan

Using technology to schedule, prioritise and monitor tasks is a great way to keep you on track as you achieve your goal. There are many applications (apps) that can help you to achieve your goal, minimise problems and reduce stress. For example, using notes or a calendar on your phone/tablet/computer may help to improve time management.

2.1. Research and find the apps that best suits you for achieving the goal of your work plan. In the work technology plan below, write down two (2) apps that you will be using and give three reasons why each app best suit your needs and will help you to achieve your goal.
2.2. Load the steps from your work plan into your app and make sure that you will get notifications for when your actions need to be completed. Take a screenshot of your work plan in your apps on your phone/tablet or laptop and add them into the table below. Upload at least three (3) screenshots showing how you have listed your different activities and how you have set up notifications.

WORK TECHNOLOGY PLAN TEMPLATE

Using Technology in your Work plan
App 1 you are using in your work plan
Reasons why this app will assist you in achieving your work plan goal 1.
2.
3.
4.
App 2 you are using in your work plan
Reasons why this app will assist you in achieving your work plan goal 1.
2.
3.
4.

Screenshots of your work plan in the app. These should include how you have listed the activities and how you have set notifications/reminders
1
2
3

PROFESSIONAL DEVELOPMENT PLAN

It is important we keep learning and developing our skills. Most workplaces will offer staff members access to professional development and training. To decide on what you need can be as simple as developing a checklist of the skills you need to learn or a more complex plan of the courses and training you will do over the next 12 months.

For this assessment, you will outline further personal learning/training and development you would like to undertake in order to achieve your professional development goal.

Following a meeting with your supervisor, set a professional development goal by identifying the skills or knowledge you need to gain in the coming months. Complete the professional development plan template below and cover the following:
1. Make a list of three (3) skills that you will need to learn or research to achieve your goal in the Learning plan template
2. You are to research and identify different types of personal learning you can engage with to achieve your professional development goal
3. You must research and include reputable and specific sites where you will get the skills for the course that you want to do
4. Outline a description of your professional development goal and how your goal aligns with the organisational policies and procedures of your workplace.
5. Outline the start and end date for the activities you will undertake in order to obtain the necessary skills

PROFESSIONAL DEVELOPMENT PLAN TEMPLATE

Goal
Goal De
View other drafts

Work Plan Template

Goal

To become an Assistant Manager at Tafe Healthy Hub within the next year.

Goal Description

In order to be promoted to the role of Assistant Manager, I will need to gain the following skills and experience:

Ability to enter financial data onto MYOB
Experience processing Medicare billing exceptions
Experience preparing daily and weekly earnings reports
Ability to deal with difficult people
How does your Goal align with the needs of the organisation?

The goal of becoming an Assistant Manager aligns with the needs of the organisation because it will allow me to take on more responsibility and help the organisation to run more efficiently.

Start Date

January 1, 2023

Completion Date

December 31, 2023

Approval sought from

Tafe Healthy Hub Manager

Signature

[Your Signature]

Date

[Today’s Date]

Work Plan

Steps

Enroll in a MYOB training course.
Shadow the current Assistant Manager and learn how they process Medicare billing exceptions.
Volunteer to help with the preparation of daily and weekly earnings reports.
Take a Dealing with Difficult People training course.
Actions

Contact a local training provider to find a MYOB training course that is available.
Talk to the current Assistant Manager about shadowing them and learning how they process Medicare billing exceptions.
Volunteer to help with the preparation of daily and weekly earnings reports.
Find a Dealing with Difficult People training course that is available and enroll in it.
KPIs

Complete the MYOB training course with a grade of at least 80%.
Observe the current Assistant Manager process Medicare billing exceptions for at least 10 hours.
Prepare daily and weekly earnings reports for at least 2 weeks.
Complete the Dealing with Difficult People training course and receive a certificate of completion.
Objective

To gain the skills and experience necessary to be promoted to the role of Assistant Manager.

Duration (start/end date)

January 1, 2023 – December 31, 2023

Notes

I will need to make time to attend the training courses and shadow the current Assistant Manager.
I will need to be organized and efficient in order to complete the daily and weekly earnings reports.
I am confident that I can achieve my goal of becoming an Assistant Manager by following this work plan.
Contingency Management Plan Template

Contingency Management

Problems that could occur (list at least three)

I may not be able to find a MYOB training course that is available.
The current Assistant Manager may not be available to shadow.
I may not be able to complete the daily and weekly earnings reports on time.
What can be done to avoid or minimise the problem

I can contact multiple training providers to find a MYOB training course that is available.
I can talk to the current Assistant Manager about their availability to shadow.
I can ask for help from my colleagues or supervisor to complete the daily and weekly earnings reports on time.
Stress Management

Stresses that might occur during the work plan (list at least two)

I may feel overwhelmed by the amount of work that I need to do.
I may feel stressed about meeting the deadlines for the training courses and shadowing.
How to manage these stresses

I can break the work down into smaller, more manageable tasks.
I can set realistic deadlines for myself and allow for some flexibility.
I can take breaks throughout the day to relax and recharge.
Using Technology with your work plan

Using Technology in your Work plan

App 1 you are using in your work plan

Google Calendar
Reasons why this app will assist you in achieving your work plan goal

I can use Google Calendar to create a calendar of all the training courses and shadowing sessions that I need to attend.
I can set reminders for myself so that I don’t forget about any upcoming events.
I can share my calendar with my colleagues and supervisor so that they know what I’m working on.
App 2 you are using in your work plan

Evernote
Reasons why this app will assist you in achieving your work plan goal

I can use Evernote to take notes during the training courses and shadowing sessions.
I can create to-do lists and

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