Project Assessment – Professional Development

Criteria
Unit code, name and release number
BSBWOR301 - Organise personal work priorities and development (1)

***This unit sits in all the qualifications below. This assessment is not to be amended**

Qualification/Course code, name and release number

FNS30317 – Certificate III in Accounts Administration

FNS30115 – Certificate III in Financial Services

CHC30113 – Certificate 3 in Early Childhood Education and Care

HLT33115 – Certificate 3 in Health Services Assistance

AVI30219 – Certificate III in Aviation (Cabin Crew)

***Amend the qualification box before distributing to the student. The information here should only
contain the qualification the student is enrolled in**

Student details
Student number

Student name

Assessment Declaration
 This assessment is my original work and no part of it has been copied from any other
source except where due acknowledgement is made.

 No part of this assessment has been written for me by any other person except
where such collaboration has been authorised by the assessor concerned.

 I understand that plagiarism is the presentation of the work, idea or creation of

another person as though it is your own. Plagiarism occurs when the origin of the
material used is not appropriately cited. No part of this assessment is plagiarised.

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Resource ID: TBS_18_016_BSBWOR301_AE_Pro_3of3 STUDENT NAME:
 Student signature and Date

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Resource ID: TBS_18_016_BSBWOR301_AE_Pro_3of3 STUDENT NAME:
 Version: 1.0
Date created: 2 August 2018
Date modified: 17/04/2024

For queries, please contact:

Technology and Business Services SkillsPoint
Building B, Level G, Corner Harris Street and Mary Ann Street, Ultimo NSW 2007

© 2018 TAFE NSW, Sydney

RTO Provider Number 90003 | CRICOS Provider Code: 00591E
This file can be found at: Learning Bank
The contents in this document is copyright © TAFE NSW 2018, and should not be reproduced
without the permission of the TAFE NSW. Information contained in this document is correct at time
of printing: 17 April 2024. For current information please refer to our website or your teacher as
appropriate.

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 Assessment instructions
Table 1 Assessment instructions

Assessment details Instructions

Assessment overview The objective of this assessment is to assess your knowledge and
performance as would be required to develop a Professional
Development Plan.

Assessment Event 3 of 3
number

Instructions for this This is a project based assessment and will be assessing you on your
assessment knowledge and performance of the unit.

This assessment is in 5 parts:

1. Job Advertisement

2. Your personal and professional development needs

3. Feedback on your development needs

4. A viable professional development plan

5. Assessment Feedback

Submission instructions On completion of this assessment, you are required to upload it to the
LMS or hand it to your assessor for marking.

Ensure you have written your name at the bottom of each page of this
assessment.

It is important that you keep a copy of all electronic and hardcopy

assessments submitted to TAFE and complete the assessment
declaration when submitting the assessment.

What do I need to do to To achieve a satisfactory result for this assessment all questions must
achieve a satisfactory be answered correctly.
result?

What do I need to A USB or access to cloud storage to save work.

provide?

What the assessor will Access to the internet, or selection of relevant job descriptions, access
provide? to electronic distribution (for Part 3) or a printer to allow students to

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 Assessment details Instructions

print copies of “Table 3 – Feedback from colleagues”

Due date and time Refer to Unit Assessment Guide for due date.
allowed
The assessment (excluding Part 4.5) should be completed in 3 hours,
then time needs to be allowed to “complete” a professional
development activity Part 4.5.

Assessment feedback, Appeals are addressed in accordance with Every Students Guide to
review or appeals Assessment.

Specific task instructions

The instructions and the criteria in the tasks and activities below will be used by the assessor to
determine whether the tasks and activities have been satisfactorily completed. Use these
instructions and criteria to ensure you demonstrate the required knowledge.

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 Part 1: Job Advertisement
You are to search for a job in your chosen field. For this exercise you need to find a role for which you
do not yet meet all the selection criteria.

If you are already working in the field in which you are studying, this could be a promotional
opportunity or transfer. If you are not yet working in the field in which you are studying this role
would be your chance to start working in your chosen field.

Once completed you will need to submit this assessment to your assessor for marking.

Physical evidence required:

A copy of the Job Advertisement or Position Description

Job Advertisement

Position Title: Financial Analyst

Company: Capital Insight Solutions Inc.

Location: Anytown, USA

Job Description: Capital Insight Solutions Inc. is seeking a highly motivated and detail-oriented
individual to join our finance team as a Financial Analyst. The ideal candidate will possess strong
analytical skills, attention to detail, and the ability to work both independently and collaboratively
in a fast-paced environment. This position offers an exciting opportunity to contribute to financial
planning, analysis, and reporting activities within our organization.

Key Responsibilities: Conduct financial analysis to support decision-making processes Prepare

financial reports, forecasts, and budgets Perform variance analysis and identify key drivers of
financial performance Collaborate with cross-functional teams to gather financial data and insights
Assist in the development and implementation of financial models Provide support for ad-hoc
projects and initiatives as needed

Selection Criteria: Bachelor's degree in Finance, Accounting, Economics, or related field Proficiency
in Microsoft Excel and other financial software Strong analytical and problem-solving skills
Excellent communication and interpersonal skills Ability to manage multiple tasks and prioritize
effectively Attention to detail and accuracy in financial reporting

Desired Skills and Experience: Advanced Excel skills, including pivot tables, macros, and financial
functions Experience with accounting software such as QuickBooks or SAP Budgeting and financial
analysis experience Project management experience Knowledge of tax regulations and compliance
Leadership skills and ability to work effectively in a team environment

How to Apply: Please submit your resume and cover letter detailing your relevant experience and

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 qualifications to hr@xyzcorp.com with the subject line "Financial Analyst Application". Deadline
for applications is 4/25/2024.

Capital Insight Solutions Inc. is an equal opportunity employer and welcomes applicants from
diverse backgrounds.

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 Part 2: Self evaluation of skills and experience
You are required to complete the following two (2) lists outlining the skills and experience relevant to
the job listed above.

The first list is all the skills and experience you already have, which meet the criteria for the selected
position.

The second list identifies any skills and experience you will need to develop in order to be meet the
requirements of this role. You need a minimum of six (6) items on each list.

Once completed you will need to submit this assessment to your assessor for marking.

Skills, experience or qualifications I already Skills, experience or qualifications I need for

have, relevant to the job role the role

Proficient in Microsoft Excel Advanced Excel skills

Excellent communication skills Experience with accounting software

Experience in data entry Budgeting and financial analysis skills

Knowledge of accounting principles Project management experience

Ability to work independently Knowledge of tax regulations

Customer service experience Leadership skills

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 Part 3: Colleague/peer review of skills and experience
With your lists (completed in Part 2) for reference, complete the “Skills, experience or qualifications I
need for the role” column in the table below. You just need to copy the information into the
following table.

You need to get seek feedback from colleagues, supervisors or peers about how you can meet your
professional development needs and skills gaps. If you are in a class situation, your teacher will help
facilitate this process. You need to get two (2) people to complete the information in the table.

Once completed you will need to submit this assessment to your assessor for marking.

Skills, experience or qualifications Person giving feedback: Person giving feedback:

I need for the role

Advanced Excel skills Jack Smith Chloe Williams

Experience with accounting Emily Brown Cooper Wilson

software

Budgeting and financial analysis Lachlan Clark Isla Thompson

skills

Project management Liam Roberts Mia Nguyen

experience

Knowledge of tax regulations Noah Thompson Olivia Garcia

Leadership skills Ruby Williams Ethan Davis

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 Part 4: Professional Development Plan
Complete this part of the task individually
1. Using your self-evaluation and feedback forms from colleagues/peers (Part 3), review your
learning needs and complete a plan which will allow you to develop the capabilities required
in the role you want to apply for. Use the “Professional Development” Template included
below.
2. A minimum of five (5) skill gaps should be listed.

Complete this part of the task in groups of three (3) – the assessor may modify this.
3. You should identify a range of learning experiences then prioritise and plan them using the
table below. Options could include: Attend a course and/or Online course and/or learn from
a mentor and/or watch “Lynda” or similar tutorials. Within your group you should search for
appropriate options to complete your Professional Development and share your ideas.
4. You can use this course of study to develop some skills but you must have at least three (3)
skills you will learn outside of your course of study.
5. You must have at least one (1) skill you will develop before you submit this assessment .
You need to record it as complete and submit some evidence of completion to your assessor
– for example completion certificate, notes taken during a session, photo or video evidence
of you undertaking training, a screenshot of your Linda “History” page showing videos
complete or almost complete
6. As you submit this assessment you need to have a discussion with your assessor to allow
them to provide formal feedback on your further learning needs

Once completed you will need to submit this assessment to your assessor for marking.

Physical evidence required:

Completed Professional Development Plan and evidence of completing one item on your
Professional Development Plan.

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 Professional Development Plan
Complete the table with the list of skills from Part 2, at least one of the listed skills developments must occur prior to the completion of this
assessment

Development
Skill required How will I gain these skills Completed
required by (Date)

Example: Cert IV in Dec 20x1 (Current

Study course at TAFE next year
Financial Services date April 20xx)

Advanced Excel skills May 10, 2024 Enroll in an online Excel advanced course No

Experience with May 20, 2024 Attend a workshop on QuickBooks No

accounting software

Budgeting and June 5, 2024 Enroll in a financial analysis course No

financial analysis
skills

Project management June 15, 2024 Complete an online project management certification No
experience

Knowledge of tax June 30, 2024 Participate in a tax law seminar No

regulations

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 Development
Skill required How will I gain these skills Completed
required by (Date)

Leadership skills July 15, 2024 Join a leadership development program No

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 Part 5: Assessment Feedback
NOTE: This section must have the assessor signature and student signature to complete the feedback.

Assessment outcome
Satisfactory

Unsatisfactory

Assessor Feedback
Was the assessment event successfully completed?

If no, was the resubmission/re-assessment successfully completed?

Was reasonable adjustment in place for this assessment event?

If yes, ensure it is detailed on the assessment document.

Comments:

Assessor name, signature and date:

Student acknowledgement of assessment outcome

Would you like to make any comments about this assessment?

Student name, signature and date

NOTE: Make sure you have written your name at the bottom of each page of your
submission before attaching the cover sheet and submitting to your assessor for marking.

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