Assessment Task 1 BSBWOR404

Assessment Task 1 - Plan and create a work schedule

Performance objective

In this assessment task you are required to develop a work plan and schedule for you and your
workgroup.

Assessment description

The task is designed to be applied to your workplace. You are required to work collaboratively to
produce a work plan, description of work roles and responsibilities, contingency measures, work
schedule and record of adjustments made during implementation/completion.

Procedure
1. Select an existing or upcoming task/project from your workplace that requires a work plan,
schedule and the participation of others in order to complete. You will need to include at least
two colleagues for this assessment.
2. Speak with your trainer/assessor to confirm the suitability of your choice. If you do not have
access to a suitable workplace, discuss alternative options.
3. Create a work schedule report outlining:
a. the project you undertook
b. Identify your work objectives and complete a work plan. You may use the template
provided in Appendix 1 on Moodle Soft copy of Appendix 1 will be provided on
Moodle.
c. Assign job roles and responsibilities for each team member. You may use the
template provided in Appendix 2 on Moodle. When assigning job/task roles,
consider the individual skills and knowledge of each participant, client needs,
resources available and targets for the project or task.
d. Analyse and prioritise work objectives in your plan to complete a work schedule for
yourself and each team member. Be sure to communicate your own work plan to the
other team members. You may use the template provided in Appendix 3 on Moodle
e. Select a business technology to schedule tasks and plan work, e.g. Outlook, Google
Calendar, Excel, or any other. Explain why you chose this specific business
technology to track and complete this task. What are the advantages of using this
technology?
f. Write down possible obstacles to the achievement of the work plan and develop
contingency plans to deal with them should they arise.
g. Ensure you monitor activities to measure achievement of objectives and performance
of team members. Write down the methods you will use to monitor progress in
accordance with organisational requirements

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2. Schedule time for work activities to ensure that the work is completed as efficiently and
effectively as possible.
3. Follow your work plan and work schedule to complete the work.
4. As you are completing the work, monitor how the work is progressing against objectives and
make any adjustments to the work schedule if necessary.

Submission
You must submit:
● a completed work schedule report

Your assessor will be looking for:

● your ability to plan and schedule work tasks

● demonstration of your knowledge of interpersonal and consultation skills

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Appendix 1: Work plan

Project title 24/7 Convenience Store

Project aim Expanding retail business in Australia

Introduction to the Establish 24/7 convenience store near central station.

workplan

Goal 1 Build a new shop near central station

Objective 1.1 Operate new retail branch

Action Action Find a strategic location which most people passing by

1.1.1

Action Furnish and fill up the shop with shelves and goods
1.1.2

Action Hire staff to work in the shop

1.1.3

Timeframe 1.5 months for setting up and fill the shop

the rest of 4.5 months begin for sales operational

Human 1 Manager
resources 4 all rounder staff

Physical Shelves, ice cream fridge, drink fridges, cash register.

resources

Financial $40,000 for rent and staff salary

resources $15,000 for furniture and goods

Performance Action Find store location and make rent agreement within 2 weeks.
Indicators 1.1.1

Action Furnish the shop and order goods from the supplier.
1.1.2 Check the progress every week.

Action Hiring staff to work by 2 weeks

1.1.3

Goal 2 Trusted convenience store with good price

Objective 2.1 Increase sales by 25% in the next 6 months

Action Action Train staff to have good customer service

2.1.1

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Action Make a clear category for goods in each shelves

2.1.2

Action Build trust and motivation through team building

2.1.3

Timeframe 1 Months training

Human All of the store staffs

resources Outsource trainer

Physical Work place

resources

Financial $1,500 for staff training

resources

Performance Action Arranging and organising all goods based on their category on
Indicators 2.1.1 each shelves

Action Keep the store clean and bright

2.1.2

Action All of the staffs understand and implement good customer service
2.1.3 as trained

Appendix 2: Team roles and responsibilities

Title Name Role Responsibilities

Manager Cindy Find strategic store Search strategic store

location near central location near central
station station
Communicate and
negotiate with the
landlord for rent
Sign a rent contract for
minimum of 5 years

Store owner Jessica Agree to open the new Check all the needs to
branch store open new branch store
Check the progress of Pay deposit for the
the new branch store store rent

Interior Design Risa Design store as per Make sure the design
client needed and in reality is the
same and fulfil the
client needs

HR Management Jenny Find and hire staff to Hire suitable staffs

work in store
Train and supervise
the staffs in store

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Appendix 3: Work schedule

Team member name: Cindy

Time Monday Tuesday Wednesda Thursday Friday Saturday Sunday
y

8am Looking Looking Looking Looking Make an Market Market

- for store for store for store for store agreement Research Research
4pm location location location location with
landlord

8am Notarised Design Design Design Design List List

- rent shop’s shop’s shop’s shop’s furniture furniture
4pm aggreemen interior interior interior interior needed needed
t with Risa with Risa with Risa with Risa

8am Ensure Ensure Ensure Ensure Order Order Order

- interior interior interior interior goods to goods to goods to
4pm design design design design supplier supplier supplier
progress progress progress progress

8am Finalise Ensure Ensure Ensure Recheck Recheck Recheck

- interior Jenny with Jenny with Jenny with everything everything everything
4pm design the staff the staff the staff in shop in shop in shop
hiring hiring hiring

8am Staff Staff Staff Staff Shop soft Shop soft Shop soft
- training at training at training at training at opening opening opening
4pm shop shop shop shop

The business technology we choose to schedule tasks and plan work is Google Calendar. Google
Calendar is a free web and mobile calendar that lets you keep track of your own events and share your
calendars with others. It's the ideal tool for managing personal and professional schedules. It is both
simple to use and very powerful. By only having a Google account, each of the staff have access to
Google Calendar. If you download the free Google Calendar app for iOS or Android, you'll have easy
access to your appointments while you're on the go. Best of all, when you add an appointment to your
calendar on one device, it immediately syncs across all your devices to ensure you're always seeing the
most up-to-date information.

Possible Obstacles Contingency Plans

Goods that we’re ordering to supplier is out We should have more than 1 supplier to make

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of stocks because of high demand a precautions if goods out of stocks and also
to compare the goods price and promotions

Goods sent by the supplier has a short expiry Make an agreement between suppliers and
date our shop regarding short expiry goods or
damage goods that can be returned

Methods to monitor progress in accordance with organisational requirements:

1. A regular meeting within the manager and owner will be held every week.
2. Book record for every goods ordered to supplier will be check as daily routines.
3. Goods damaged will be return to the supplier and will be also recorded.
4. Expiry date of goods will be checked regularly every months, and the upcoming expired goods will
be displayed near the counter cashier.
5. Rules of first come first go to avoid expiry goods.

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