Assessment Task 4 of BSBWOR501.

Student Name: Amarjeet Singh

Student ID: SCSB112749

1. Self-Assessment Report

Complete the self-assessment table for two units of competency. List the elements and performance criteria of the unit only.
Use the following scale to rate your self-assessment of each
1 I have no skills and knowledge in this area
2 I have some skills and knowledge in this area
3 I have sound skills and knowledge in this area, but further development and experience would be valuable
4 I am fully competent in this area
5 I have strengths in this area, and I can provide coaching and mentoring to others to develop their skills and knowledge

Units of competency from the Advanced Diploma of Leadership and Management

 Manage customer engagement information
 Manage customer engagement center staffing

Ranking myself:
(a) BSBMGT617 Develop & Implement a Business Plan
Evidence of the ability to:
 Develop business Plan
 Monitor Performance
 Respond to Performance data

(b) BSBFIM601 Manage Finance

Assessment Task 4 of BSBWOR501.

Evidence of the ability to: -

 Plan for financial management
 Establish budgets and allocate funds
 Plan for financial management
 Establish budgets and allocate funds

Complete the self-assessment table for two units of competency. List the elements and performance criteria of the unit only.
Use the following scale to rate your self-assessment of each
1 I have no skills and knowledge in this area
2 I have some skills and knowledge in this area
3 I have sound skills and knowledge in this area but further development and experience would be valuable
4 I am fully competent in this area
5 I have strengths in this area and I can provide coaching and mentoring to others to develop their skills and knowledge

Unit of competency:

Elements Performance criteria Self-assessment Provide brief comments as to how you

determined your assessment ranking
1 2 3 4 5
Communication Skills Percentage of sales team hitting quota / Percentage of upsell/cross-sell/expansion

Average deal size / Percentage of upsell/cross-sell/expansion

Able to cooperate with Conversion/win rate Percentage of upsell/cross-sell/expansion

/
others
Verbal and non-verbal Revenue Percentage of upsell/cross-sell/expansion
/
skills
Persuasive Speaking Sales funnel leakage Percentage of upsell/cross-sell/expansion
/
Skills
Adaptability Percentage of sales team hitting quota Percentage of upsell/cross-sell/expansion
Assessment Task 4 of BSBWOR501.

Ability to work under Average deal size Percentage of upsell/cross-sell/expansion

/
pressure

Unit of competency:

Elements Performance criteria Self-assessment Provide brief comments as to how you

determined your assessment ranking
1 2 3 4 5
Develop and use Quote-to-Close
Conversion rates /
emotional intelligence
Lead and manage Quote-to-Close
Average deal size /
team effectively
Manage quality of Quote-to-Close
Sales to date /
customer service
Manage risk Product performance / Quote-to-Close
Customer orientation Lead conversion Rate Quote-to-Close
and ability to
adapt/respond to /
different types of
characters
Ensure PPE and Lead conversion Rate Quote-to-Close
equipment are ready /
to use
Track record of over- Lead conversion Rate Quote-to-Close
/
achieving quota
Ability to multi-task, Lead conversion Rate Quote-to-Close
prioritize, and manage /
time
Assessment Task 4 of BSBWOR501.

Interview Response Form

Name of person participating in interview:

Joe

Job role:
Sales Manager

Company employed with:

Starbucks

Date of interview:
30/7/2019

Time of interview:
10am

Duration:
1 hour

What does your current job role involve?

Monitoring sales

What skills and knowledge do you consider are most important to a manager?
1. Good communication
Having good Communication skills is probably the most important skill of all for managers to have. Unless you can properly communicate with
those you supervise, the rest of the skills really won't matter. In numerous types of management tasks, the most common and first thing that
needs to be done is to communicate your opinions, expectations and needs to others. You shouldn't be a Manager if you don't enjoy working
Assessment Task 4 of BSBWOR501.

with people. You also need to be able to send others the right messages and make sure that they understand you. The type of power that you use
for persuading others on your views is also very important.

2. Good Organization
Probably the second most important skill that you can have as a Manager is the ability to organise. You need to be able to come up with a plan
and then schedule, organise and follow it. This also involves understanding your company's processes and rules as well as among individuals.
You must be able to predict what will happen and at what time.

3. Team Building
Good Managers know how to keep their teams intact. The well being of team members does not benefit from having competition within the
team. However, competition between teams can be very stimulating and healthy. If one of the team members speeds ahead and leaves the rest of
the members behind without helping them, the team will most likely fail. A good Manager will notice these irregularities very easily. He or she
will attempt to correct the situation through having discussions with the team, mostly through listening to members. To a great extent, a
successful and healthy team relies on the trust between members and with the Manager. If a Manager is able to build trust systematically, the
team members will feel much more committed and appreciated.

4. Leadership
It isn't enough to just listen to the problems of coworkers. A good Manager needs to solve these problems and prove that he or she is committed
to the goals of the team. It is also the Manager's responsibility to define goals along with team members and then assign responsibility to various
team members clearly. A good Manager will have a clear vision in terms of the direction he or she wants the team to be headed in. Team
members need to be 'infected' with this vision so that everyone is headed in the same direction.

5. Ability to Deal with Changes Effectively

Many Managers are thoroughly familiar with the entire working process. This allows them to do things in an almost automatic manner. A good
Manager is adaptable and flexible. When faced with obstacles, he or she has the ability to react quickly. Stress doesn't prevent the Manager from
making the right decisions for the team and company.

What skills and knowledge might be important to acquire based on industry trends?
 Coffee Flavour Profiles
 Production, Processing, & Roasting
 Availability to work within opening hours (including weekends and holidays)
 Excellent communication skills with the ability to manage and motivate a team
 Customer service attitude
Assessment Task 4 of BSBWOR501.

Which professional development activity have to participated in recently?

On-Site Sales Training Programs

 Hoffman Training
Length: One day
Focus: Prospecting, discovery, negotiation, closing, and sales management

How was this beneficial to you?

Hoffman workshops span the entire sales cycle, from getting your prospect's attention to successfully winning their business. Their workshops
and corporate training programs are packed with information which means they're ideal for salespeople who are eager to improve their
performance.

Would you recommend this professional development activity to others?

Yes

Why or why not?

Because the attendees will also have the opportunity to create their own stories -- so they'll be ready to inspire change in their prospects by the
time they leave.

Name of person participating in interview (2)

Joshua

Job role:
Marketing team

Company employed with:

Courier Company

Date of interview:
3/12/2019
Assessment Task 4 of BSBWOR501.

Time of interview:
11am

Duration:
1 hour

What does your current job role involve?

Promote company services

What skills and knowledge do you consider are most important to a manager?
Interpersonal skills
Management jobs are all about people and being able to build successful relationships is integral. If you want to lead a team you'll first need to
earn the respect of your colleagues and to do this you need to know how to effectively deal with other people.

Setting time aside to get to know your team members on both a personal and professional level, perhaps through social activities or team-
building training, while still maintaining professional boundaries, will go a long way to earning their respect.

You need to demonstrate your managerial qualities and authority while maintaining the ability to play your part as a member of a team.

Communication and motivation

Effective leaders must master all forms of communication including written, verbal and listening skills. As a team manager you're the line of
communication between frontline staff and senior management, so you'll need to be able to communicate with a variety of people from entry-
level employees to heads of departments and CEOs in a number of different ways such as via email and social media, over the phone and in
presentations, meetings and one-to-ones.

As a leader you'll need to establish a trusting relationship with your employees so they feel comfortable sharing information with you and vice
versa. To ensure that lines of communication remain open you'll need to make yourself readily available and accessible to your employees to
discuss any issues or concerns that arise. Putting in place an open door policy or weekly or monthly team meetings should facilitate this. When
communicating let your staff know that they matter by keeping eye contact, smiling and listening attentively.

Projecting an open, positive attitude at work goes a long way to creating a happy and healthy work environment. Don't shut yourself off or put
yourself on a pedestal. Simple things such as active encouragement, recognising achievements and taking an interest in the lives of your
employees boosts morale and ensures that staff feel valued by the company. If people are a product of their environment, a positive workplace
creates happy, motivated employees.
Assessment Task 4 of BSBWOR501.

Organisation and delegation

On a day-to-day basis a manager must juggle multiple responsibilities so excellent organisational skills are vital. You will need to manage your
own workload, oversee the work of other employees, attend meetings and training sessions, carry out appraisals and review company policies.
Sloppy working practices, tardiness and a general lack of organisational ability will not be tolerated at this level and could set a bad example to
your staff. Effective organisational skills reduce stress, save time and ensure that important deadlines are met.

Many managers ease their own busy workload by delegating tasks to colleagues. To do this effectively you need to analyse and identify the skills
of your employees and assign duties to each depending on their skillset. Delegation is far from a sign of weakness and can in fact multiply the
amount of work that a manager can accomplish, while developing an employee's confidence and skills.

Forward planning and strategic thinking

It's a manager's job to think of the big picture, so as well as focusing on today's tasks and responsibilities you need to plan for the future. This
means setting priorities in line with company goals, reviewing systems and policies, and attending training and managing the CPD activities of
your team. As a strategic thinker you'll encourage innovation and change in order to make your team and the organisation as a whole more
productive and profitable.

What skills and knowledge might be important to acquire based on industry trends?
1. Data-driven marketing
Data is one of the most valuable assets a business has today. But on its own, data doesn’t deliver results. Businesses need the right people who
know how to leverage it to drive actionable results through the right technologies.
Required skills include:
 Testing and analytical techniques
 Metrics for measuring marketing performance
 Data gathering, interpretation and recognising quality data
 Data-driven strategy
 Cross-functional management
2. Analytics
Businesses want to keep and convert customers, through positive customer experiences. Data analytics can provide solutions to marketing
questions around customers, putting analytics skills at the top of the list of required skills. The ability to combine the right data with the right
techniques is vital for businesses today.
Required skills include:
 Assessing data viability and value
 Using data to identify patterns and trends
 Gaining insights from data
 Data management and processing
Assessment Task 4 of BSBWOR501.

 Using analytics tools

3. Data visualisation
A picture tells a thousand words. When it comes to interpreting and explaining the relationship between the volume and complexity of data sets
that businesses now rely on, visualisation and the tools around it help break down and communicate complex statistical notions. Software is
pushing visualisation capabilities out into the hands of business users.
Required skills include:
 Gaining insights from data
 Working with large amounts of information to see the ‘bigger picture’
 Using visualisation software and specialist data
 ‘Story-telling’ skills both written and oral
 Familiarity with specialist software as well as Excel

Which professional development activities have to participate in recently?

Continuing Professional Development (CPD)

How was this beneficial to you?

Commit to your professional growth, manage your skill development and invest in your marketing career with an applied, current, and
technology-driven curriculum that leads to obtaining the Chartered Marketer Designation.

Would you recommend this professional development activity to others?

No

Why or why not?

It’s quite unrelated to marketing.
Assessment Task 4 of BSBWOR501.

Career review

My career plan is to become an Information Technology (IT) Consultant operating across nations. I like to work in firms of management
consultants, software and systems houses within large manufacturers of computing equipment, or occasionally internally in major industrial
companies. The above said areas are some of the places IT Consultants work. For I desire to work in partnership with clients, advising them how
to use information technology in order to meet their business objectives or overcome problems. Consultants work to improve the structure and
efficiency of organization’s IT systems. Common job tasks IT Consultants do which I see as part of my career aspirations and goals include:

 Analyze IT requirements within companies and give independent and objective advice on the use of IT.

 Provide specialist support and back-up to professionals within client companies.

 Advise on strategic planning and operational efficiency.

 May run facilities for clients.

 Design, develop and test new systems.

 Train staff in new systems.

Part of my career goals/aspirations is to gain growth in resources, that is upgrading my knowledge and resources to grow as a professional, better
salary, job satisfaction, experience such as learning about the cultures of different countries, meeting new people and basically becoming
familiarized with customs and traditions worldwide. This will enable me to increase my tolerance level and change perspectives and job stability.

Accomplishing this goal is a long journey since I am still an undergraduate student but every long journey begins with a step. It is a challenging
and technical aspiration though I have a passion for it because it is my dream and there after I want to have my own software incorporation with
a group of professionals where I will be overseeing as a CEO of my to be company named Eyi’s Software Inc.

ANALYSIS OF SKILLS

Success as a consultant requires the following skill sets:

Assessment Task 4 of BSBWOR501.

 Technical skills such as programming languages

 Analytical skills such as problem solving expertise

 Networking skills

 Database knowledge

 Interpersonal skills

 Communications skills

 Business management skills and

 Some professional certifications

Some other skill sets required are not limited to:

 Leadership ability

 Teamwork skills

 Ability to learn quickly

 Confidence when making decisions

 Excellent customer service skills

 Good organizational skills to manage heavy work load

Assessment Task 4 of BSBWOR501.

 Ability to communicate technical information to a non-technical clients and colleagues

 Flexibility and adaptability

 Time management skills

 Technical Skills

Technical skill set includes good programming knowledge that is having knowledge of programming languages such as C, C++, JAVA,
VB.NET etc and programming methodologies.

Analytical Skills

Good knowledge and logical approach to problem solving. Mathematically analyzing the problem and solving it.

Networking Skills

IT Consultant should possess an understanding of network devices, topologies, network protocols and data communication across networks such
as LAN, WAN, Intranets, Extranet, MAN, CAN etc.

Database Knowledge

It needs Database knowledge including Data Manipulation Language (DML) statements, Data Definition Language (DDL) statements,
Transaction Control (TC) statements and Data Control Language (DCL) statements. It requires knowledge of database systems such as MySQL,
Microsoft SQL Server, Sybase, Oracle, and database administration.

Interpersonal and Communication Skills

As an IT Consultant, interpersonal and communications skills are required:

Interpersonal skills in order to close sales, and even persuade your client to act on your advice.
Assessment Task 4 of BSBWOR501.

Communications skills such as making presentations and writing documents so that you can convey your value and your result to the client, so
that the client can see what they have bought.

Business Management Skills

As an IT consultant business management skills are needed so as to keep track of your assets, cash, accounts receivable and bills and a basic
level of organization so as to deal with few repetitive tasks (such as getting those bills out every month). Apart from that, you must plan to focus
on marketing and it has to systematic and repeatable.

Professional Certifications

To be at the cut edge as an IT Consultant obtain professional certifications from the vendors such as MCSE from Microsoft, CCNA, CCNP from
Cisco and OCA, OCP from Oracle University etc.

Networking review

Our paths first crossed several years ago when you spoke to my marketing class at the University of Mid Nebraska. At that time, you challenged
each of us to make a difference in the world and told us of your early struggles to not only obtain a degree but also launch your company.

Since that time, I've followed the rapid growth of your cutting-edge marketing firm. This past year I read that Edgie had been awarded an Addy
for the innovative marketing campaign you created for WarmStone Creamery.

Your advice to find an internship in my senior year was invaluable to me. Upon graduation, my mentor at that firm introduced me to ACB
Multimedia. For the past three years, I have worked in all facets of marketing: internet, multimedia, and print. I would now like to explore where
my education and experience would be of the greatest value to a firm located in the St. Louis area.

I do remember you telling us you would always be happy to answer questions, so I kept your business card. I will contact your secretary in a few
days to arrange a meeting at your convenience. I will gladly clear my schedule for whenever you are available. I look forward to seeing you
again and gaining your insight into my career path.
Assessment Task 4 of BSBWOR501.

Professional Development Plan

Name Amarjeet Singh

Date of development 1.12.2019 Date to be reviewed 31.12.2019

Goals
Identify your goals in the following table.

Timeframe My personal goals are: My professional goals are:

Next 12 months -To extend my florist part time. -Earn a Degree or Professional Certificate
-When school holiday back to Malaysia
Next 5 years -To buy a car for myself -Improve Your Communication Skills
-Be more mature -Become a Subject Matter Expert (SME)
-To bring my parents to travel around -To start up a business

Priorities
Based on the identified areas for improvement and/or gaps, list priorities for professional development.

Identified area of improvement or gap Briefly describe why you have identified this as a priority By when?
Assessment Task 4 of BSBWOR501.

1. Florist course Develop knowledge and skill in florist End of 2019

industry
2. Online learning English communication It can improve my English language and End of 2019
skills and courses grammar as my English communication skills is
poor.
3. Go to Gym Improve health and diet End of 2019

Professional Development Activities

Planned professional development activities (next 12 months) based areas of improvement/gaps.

Name of activity Details (provider, location
etc)
1. Sales Presentation Training Provider: Sales Readiness
Group
Location: Varies (can be
delivered on-site or via your
own facilitators
2. Online Learning English https://you.be/DPmtnb12NBog
Communication Title: Learn English speaking
Skills/Coursera
and communication.
Benefits of activity Date Cost (if
applicable)
To convince prospects of their June 2019 $5000/year
product's value, salespeople must be
able to deliver interesting, well-
paced, relevant presentations. This
training program supplies reps with
the information and strategies they
need to present effectively.
To improve my English and help me End of 2019 -
in my business Course.
Assessment Task 4 of BSBWOR501.

Update Professional development plan

Name Amarjeet Singh

Date of development 1.12.2019 Date to be reviewed 31.12.2019

Goals
Identify your goals in the following table.

Timeframe My personal goals are: My professional goals are:

Next 12 months -To extend my florist part time. -Earn a Degree or Professional Certificate
-When school holiday back to Malaysia
Next 5 years -To buy a car for myself -Improve Your Communication Skills
-Be more mature -Become degree holder
-To bring my parents to travel around -To finish my BSBINN601 exam

Priorities
Based on the identified areas for improvement and/or gaps, list priorities for professional development.

Identified area of improvement or gap Briefly describe why you have identified this as a priority By when?
Assessment Task 4 of BSBWOR501.

1. Study group To learn more and revised what we learned End of 2019
during class
2 Conferences Conferences can provide very effective End of 2019
professional development opportunities.
3. Basic Skill Development Reading materials that broaden their skills End of 2019
within and outside of their current position.
Exploring research articles related to your
company’s industry and market.

Professional Development Activities

Planned professional development activities (next 12 months) based areas of improvement/gaps.

Name of activity
ON-THE-JOB COACHING AND
FEEDBACK COUNSELING
Details (provider, location
etc)
Provide skill and knowledge by
answering questions, reviewing
work, discussing progress and
providing general direction.
Work through actual problems
in order to share insight and
problem solving strategies.
Monitor development progress
and feedback the results.
Benefits of activity Date Cost (if
applicable)
Schedule the staff member to serve June 2019 $5000/year
as a conference leader or trainer.
Teaching others is a valuable way to
obtain new knowledge, broaden
one's viewpoint and clarify one's
thinking.
Select training responsibilities that
put the staff member in touch with
new operations, process or operating
problems.
Review audience responses with the
staff member.
 Assessment Task 4 of BSBWOR501.

Online Learning English https://you.be/DPmtnb12NBog To improve my English and help me End of 2019 -
Communication Skills/Coursera Title: Learn English speaking in my business Course.
and communication.

6 PowerPoint presentation:
Commented [A1]:
Assessment Task 4 of BSBWOR501.
Assessment Task 4 of BSBWOR501.
Assessment Task 4 of BSBWOR501.
Assessment Task 4 of BSBWOR501.
Assessment Task 4 of BSBWOR501.
Assessment Task 4 of BSBWOR501.
Assessment Task 4 of BSBWOR501.
Assessment Task 4 of BSBWOR501.
Assessment Task 4 of BSBWOR501.

Conduct Presentation:
• Speaking clearly and concisely: Being clear and concise displays your clarity of thought. People have more confidence in what you say
because it shows that you know exactly what you are doing and what needs to be done. Build trust, strengthen team cohesion, and create a more
productive working environment.
• Using non-verbal communication to assist with understanding:
Non-verbal communication helps people to:
 Reinforce or modify what is said in words.
 Convey information about their emotional state.
 Define or reinforce the relationship between people.
Assessment Task 4 of BSBWOR501.

 Provide feedback to the other person. ...

 Regulate the flow of communication
• Asking questions to identify required information:

Types of follow-up questions that will enable you to understand more about a person:
 Ask your original question again, slightly differently. Don't be afraid to ask the same question twice.
 Connect their answers to each other.
 Ask about the implications of their answer
• Using active listening techniques to confirm understanding:
The steps to becoming an active listener:
 Approach each dialogue with the goal to learn something.
 Stop talking and focus closely on the speaker.
 Open and guide the conversation.
 Drill down to the details.
 Summarize what you hear and ask questions to check your understanding.
 Encourage with positive feedback.

Evaluate your presentation

Presentation feedback
Aspects of the presentation that were effective and positive
The colleagues made good comments and they highlighted feedbacks about:

good volume of information

Clarity the way of speaking

Good eye contact

 Assessment Task 4 of BSBWOR501.

Valuable contents

Good presentation context

Good background information

Knowledge of information provided

Aspects that were not effective included:

The colleagues missed information about:
Visual interaction regarding to pictures
The presentation should have more dot points instead of texts

To improve the effectiveness of future presentations the presenter could

Interact with audience;
Meet and greet;
Use positive visualization.

9 Update your professional development plan

Name Amarjeet Singh

Date of development 05/12/2019 Date to be reviewed 22/01/2020

Assessment Task 4 of BSBWOR501.

Professional development opportunities/Training

Time Frame Description of opportunities/Training Skills to develop

Within 1 Year Short Course Data Science for Digital Marketing Digital Marketing Skills

Interpersonal Communication
Skills. Be A Confident Public
Within 1 Year Master’s degree in marketing
Speaker. Maintain an Attitude of
Lifelong Learning

Problem-solving Techniques through coaching Improvement of problem-solving

Within 1 Year
sessions skills

Networking Activities:

Time Frame Description of Networking Activities Professional Advantage

Keeping track on social medias pages (Facebook,
Within 3 Months
Instagram) related to the business
Updating photos, sharing new
menu, promoting sales in special
days to attract customers.
Effective Communication with
customers
Giving and Receiving Constructive
Feedback to customers through
social media
Assessment Task 4 of BSBWOR501.

10. Email to your assessor.

Date: 05/12/2019

Subject: Self-assessment report, Interview Response, Professional Development plan & Presentation
reviews

Dear assessor,

Good morning!

I would like to inform you that I have completed my Self-assessment report, Interview Response,
Professional Development plan & Presentation reviews

Please find attachments of following:

• Self-assessment report
• Scans of interview responses
• Professional development plan
• PowerPoint presentation
• Presentation evaluation
Please give any suggestions or feedbacks for any improvement.

Thank you for your attention in advance.

Regards,

Amarjeet Singh

Attachments
Assessment Task 4 of BSBWOR501.

Self-Assessment Interview Response Professional

Template.docx Form.docx Development Plan Template.docx