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BSBADM502 Manage Meetings
Purpose: To acquire skills & knowledge required to manage a range of meetings overseeing the meeting preparation processes, chairing meetings, organising the minutes & reporting meeting outcomes.

The major learning points:
Prepare for Meetings: Methodology to ensure all relevant issues are covered to allow for a productive meeting.
Conduct Meetings: Understanding the importance and skills to chair & minute a productive meeting.
Follow up Meetings: The timely distribution of accurate minutes & ensure proper action of all agreed decisions.
BSBRSK501 Manage Risk
Purpose: To acquire skills & knowledge required to manage risks in a range of contexts across an organisation.

The major learning points:
Establish Risk Context: Understand the context under which risks may exist - use PEST, SWOT to assist to determine the risk context.
Identify Risks: Consult widely and research and identify risks that may apply to your organisation
Analyse Risks: Determine Likelihood and Consequence and use Risk Matrix to determine initial and final/residual risk level.
Select, Implement & Monitor Actions: In consulation, determine actions and controls to eliminate or reduce risk. Implement actions and monitor to evaluate progress and improvements.
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Task 1-Risk Review Report-Template

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Task 2-Risk Treatment Report-Template

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PP-Risk Matrix

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Task 2 Risk Analysis-Action Plan Report-Template

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Task 3-Risk Monitoring Report-Template

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Purpose: To acquire skills & knowledge required to determine individual & team development needs & faciliate their development


The major learning points:
Determine Development Needs: What are the goals of the business & your employees? What is the development needs to achieve these goals?
Develop Individuals & Teams: Develop the development plan - individuals & teams - and make it happen.
Monitor & Evaluate Workplace Learning: Apply continuous improvement philisophy to the ongoing of te individual and teams
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Task 1 - Script Format Self-Evaluation Meeting

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Task 2 - Part C - Training Strategy Template

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Purpose: To acquire skills & knowledge required to contribute to quality customer service standards within an organisation.


The major learning points:
Contribute To Quality Customer Service - understand the importance of great customer service - using RATER Model.
Implement Customer Service Standards - how to put in place great customer service standards.
Implement Team Customer Service Standards - the importance of involving the team in uniform approach to great customer service standards.
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Task 1 - Customer Service Improvement Recommendations Report

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Task 1 Improvement Implementation Plan Template

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Purpose: To acquire the skills & knowledge required to determine the optimum marketing mix for a business throughanalysis of interrelated marketing components

The major learning points:
Evaluate Each Component of The Marketing Mix - a successful marketing campaign depends on an understanding of each component.
Determine Marketing Mix for Specific Markets - different markets require different approaches & therefore differences in the marketing mix.
Monitor & Adjust Marketing Mix - monitor, review and make adjustments to the main components of your marketing mix.
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Task 1 - Marketing Mix Report - Template

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Task 2 - Performance of Marketing Mix - Template

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Purpose: To acquire the skills & knowledge required to coordinate & review the promotion of an organisation's products & services



The major learning points:
Plan Promotional Activities - planning is critical to the success of your campaign. A Marketing Plan is a must.
Coordinate Promotional Activities - success will depend on how well the campaign and its activities are project managed.
Review & Report on Promotional Activities - monitor, evaluate & report. A necessary first step to Continuous improvement.
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Task 1 - Marketing Plan Template

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Task 3 - Promotion Performance Report - Template

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Task 2 - Promotional Campaign Report - Template

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Purpose: To acquire the skills & knowledge to undertake a straightforward project or a section of a larger project.



The major learning points:
What Defines a Project - a unique, complex, dynamic, costly & lengthy job where quality, on-time delivery, budget, WHS&E are key outcomes.
How to Develop a Project Plan - proper planning is critical to the success of any project
How to Administer & Monitor a Project - critical phase of any project to ensure it remains on track
Finalising a Project - close-off ensuring all deliverables are completed as per requirement
Review & Evaluating a Project - continuous imrpovement a key outcome of this element.
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Task 1 - Project Plan - WBS and Gantt Chart

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Task 2 - Project Progress Meeting Minutes - Template

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Task 2 - Deliverables Status report - Template

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Task 1 - Team Members Costs

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Task 2 - Risk & Change Request Scenarios

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Purpose: Acquire the skills and knowledge to manage all aspects of recruitment, selection and induction processes in accordance with organisational policies and procedures.

  • Develop Recruitment, Selection & Induction Policies
  • Recruit & Select Staff
  • Manage Staff Induction
The major learning points:
Good employees are hard to find. In Australia, great employees exist but demand far outstrips supply. To be at the top level of your industry, your business needs to have the best people. This unit of learning will help you find the best people and then keep them.

Plan well and dedicate time to recruit and select the best employees. Too many businesses take short cuts which typically leads to the wrong person for the role. Develop an effective process, plan well and be deligient in the delivery of this plan a with the aim of recruiting and selecting well.

Well planned and executed induction is critical to successful employees and the business. Typically, many businesses abide by the principle of "jump in head first and learn to swim" - an ineffective method on so many levels. Employees will be disheartened, not a good first image for the business, ramp-up to full productivity takes much longer, potential WHS issues, loss of great new employee and lasting damage to the business. It's crtically important that the induction process is well thought out and consistently executed to avoid any of previous issues and help the employee and business acheive success.
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Task 1: Communication Plan - Sample Template

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Task 2 : Sample HR Staffing Plan

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Task 2: Training Plan Template

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Task 3 - Induction Policy & Procedure Template

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Task 1: Training Evaluation Form - Sample Template

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Task 2: Action Plan Template

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Task 2: Sample Ad Template

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Purpose: Acquire the skills and knowledge to prepare, deliver and review a great presentation to a target audience
....and ....no! Our drunken party friend with the megaphone? That is not the way to do it.....!!

  • Prepare a great presentation
  • Deliver a great presentation
  • Review your great presentation to be greater ...... next time!
The major learning points:

  • Know your material - have passion and purpose.
  • Know your audience - what value do you want to transfer to them? 
  • Prepare, prepare, prepare...well in advance
  • Always, put your hand-up for every opportunity to speak in front of a group. Experience = confidence = improvement
  • Public speaking ....... a very valuable life skill. 
  • A great communicator may not be a great leader. But a great leader must be a great communicator.


Purpose: Acquire the skills & knowledge required to ask the right questions, build trust and address the real needs of your customers.

  • Assist the customer to articulate/communicate their needs.
  • Satisfy Complex Customer Needs
  • Manage your networks and your communication with your customer to ensure their needs are addressed
The major learning points:

  • ​Plan your Consultation with your customer
  • Prepare a step-by-step process complete with open questions
  • Well planned open questions to access your customer's needs quickly and help build trust
  • Match your products and/or service to your customer needs. 
  • Undertake a Factoring Analysis to offer the best solution. A process of adding the weighted benefits of each of the customer needs and wants. 
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Task 1 - Sample Customer Feedback Questionnaire

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Task 1 - Customer Profile - Role Play

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Task 1 - Sample Role Play Script

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Purpose: Acquire the skills & knowledge to develop, implement and continuously improve a workplace sustainability policy


The major learning points:
Develop Workplace Sustainability Policy
Communicate Workplace Sustainability Policy
Implement Workplace Sustainability Policy
Review & Improve Workplace Sustainability policy
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Task 1-Three Policy Option Summary

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Task 1 - Interim Report - Template

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Task 3 - Sustainability Implementation Review Report - Template

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Task 1 - Sustainability Policy - Template

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Task 2 - Sample Sustainability Procedure - Template

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Purpose: To acquire skills & knowledge to be an effective & proactive member of an innovative team


The major learning points:
Create Opportunities To Maximise Innovation Within The Team
Organise & Agree Effecive Ways Of Working
Support & Guide Colleagues
Reflect On How The Team Is Working
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Task 1 - Team Goals - Template

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Task 1 - Team Members Strengths, Weaknesses & Responsibilities

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Task 1 - Budget - Template

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Task 1 - Ground Rules & Rewards - Template

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Task 1 - Team Innovation Schedule - Template

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Purpose: To acquire the skills & knowledge to advise, carry out and evaluate customer service strategies


The major learning points:
Advise on Customer Service Needs - the critical first step!
Support Implementation of Customer Service Strategies - your team needs the support. Without, it is doomed for failure
Evaluate & Report on Customer Service - constant evaluation &continuous improvement is a must.
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Task 4 - Evaluate & Review Customer Service Report - Template

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