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Organise schedules

Unit Descriptor This unit covers managing appointments and diaries for personnel within the organisation, using both manual and electronic diary/appointment systems This unit is related to BSBADM405A Organise meetings and BSBADM406A Organise business travel.

1 . Establish schedule requirements
  1. Organisational requirements and protocols for diaries and staff planning tools are identified

  2. Organisational procedures for different types of appointments are identified

  3. Personal requirements for diary / schedule items are determined for individual personnel

  4. Appointment priorities are established and clarified in discussion with individual personnel

2 . Manage schedules
  1. Recurring appointments and deadlines are identified and scheduled in accordance with individual and organisational requirements

  2. Availability of attendees is established and new appointments are scheduled in accordance with required timelines and diary commitments

  3. Alternative arrangements are negotiated and confirmed when established appointments are changed

  4. Appointments are recorded and schedules managed in accordance with organisational policy and procedures

Key CompetencyExamples of ApplicationPerformance
How can information be collected, analysed and organised?to discuss and confirm requirements1
How are ideas and information communicated within this competency?to find common available times for appointments1
How are activities planned and organised?to manage diaries and schedules1
How are problem solving skills applied?to negotiate appointment times1
How are mathematical ideas and techniques used?to timetable appointments1
How is use of technology applied?to re-schedule meetings0
How is team work used within this competency?to maintain electronic diaries and use group meeting software1

Range Statement

Legislation, codes and national standards relevant to the workplace which may include:

Organisational requirements may include:

Planning tools may include:

Diary / schedule items may include:

Recurring appointments may include:

Alternative arrangements may include:

Records may include:

Organisational policy and procedures may include:

Evidence Guide

Critical Aspects of Evidence

Underpinning Knowledge

At this level the learner must demonstrate some relevant theoretical knowledge.

Underpinning Skills

Resource Implications

The learner and trainer should have access to appropriate documentation and resources normally used in the workplace which may include:

Consistency of Performance

In order to achieve consistency of performance, evidence should be collected over a set period of time which is sufficient to include dealings with an appropriate range and variety of situations

Context/s of Assessment