BSBADM405 Organise meetings
Upon successful completion of this unit, you will:
- organise a meeting and advise participants accordingly
- prepare and distribute all documentation required for the meeting
- take meeting notes which accurately reflect what was discussed during the meeting
- produce minutes based on own notes providing an accurate account of the meeting
- circulate copies of meeting minutes within predetermined timeframes
Demonstrate knowledge of:
- culturally appropriate communication techniques
- relevant formats for agendas and minutes
- key provisions of relevant legislation
- organisational procedures relevant to the task
BSBADM406 Organise business travel
Upon successful completion of this unit, you will:
- organise business-related travel for others, including scheduling and developing itineraries and travel-related documents
- finalise all booking and travel arrangements including any necessary credit requirements according to predetermined budgets and time constraints
Demonstrate knowledge of:
- booking procedures relevant to business travel
- key provisions of relevant legislation that may affect aspects of business operations
- organisational policies and procedures required to organise business travel, including use of internet sites and other online resources
BSBITU401 Design and develop complex text documents
Upon successful completion of this unit, you will:
- follow organisational and safe work practices including:
- ergonomic requirements
- energy and resource conservation techniques
- adhere to organisational requirements for:
- producing documents within designated timelines
- naming and storing documents
- adhere to task requirements when producing complex documents including:
- using appropriate styles and layout consistently throughout the document
- using correct formatting and document structure
- resolve issues by referring to user documentation and online help
- use appropriate data storage options
- apply knowledge of complex operation and functions of industry software applications
- communicate with relevant personal
Demonstrate knowledge of:
- various formatting styles and their effect on formatting, readability and appearance of documents
- organisational requirements for ergonomics, work periods and breaks, and conservation techniques
- the purpose and contents of an organisational style guide
BSBITU402 Develop and use complex spreadsheets
Upon successful completion of this unit, you will:
- follow organisational and safe work practices including:
- ergonomic requirements
- energy and resource conservation techniques
- adhere to organisational requirements for:
- ensuring consistency of style, design and layout
- saving and printing documents within designated timelines
- naming and storing documents
- adhere to identified or task requirements when producing documents including:
- editing macros and automating some tasks
- using appropriate templates
- creating graphs to represent data
- resolve issues by referring to user documentation and online help
- use appropriate data storage options
- evaluate tasks to improve efficiency
- apply knowledge of functions and features of contemporary computer applications
- communicate with relevant personnel
Demonstrate knowledge of:
- advanced functions of spreadsheet software applications
- the impact of formatting and design on presentation and readability of data
- organisational requirements for ergonomics, work periods and breaks, and conservation techniques
BSBWRT401 Write complex documents
Upon successful completion of this unit, you will:
- plan, draft and finalise complex documents that require review and analysis of a range of information sources
- use business technology to apply formatting, and incorporate graphics
- edit the draft text to ensure accuracy and clarity of information, obtain feedback on the draft and revise the draft, apply the enterprise style guide/house style
Demonstrate knowledge of:
- enterprise style guide/house style
- formatting styles and their impact on formatting, readability and appearance of documents
- rules and conventions for written English, as defined by general and specialist sources
BSBRSK401 Identify risk and apply risk management processes
Upon successful completion of this unit, you will:
- identify risks
- consult with relevant stakeholders to analyse and evaluate risks
- identify and evaluate control measures
- develop and implement treatment plans for own area or responsibility
- refer risks that are beyond own area of responsibility to others
- maintain risk management documentation
Demonstrate knowledge of:
- techniques for identifying and evaluating risks
- organisational policies, procedures or processes for risk management
- areas where risks are commonly identified in an organisation
- the purpose and key elements of current risk management standards
- the legislative and regulatory context of the organisation in relation to risk management
- the organisation’s auditing requirements relating to risk management
BSBLDR403 Lead team effectiveness
Upon successful completion of this unit, you will:
- apply knowledge of organisational goals, objectives and plans
- develop a team work plan including documentation of how it was generated and how it will be monitored
- identify and incorporate innovation and productivity measures into a team work plan
- communicate with team members and management to identify and establish the team purpose, roles, responsibilities, goals plans and objectives and resolve problems
- use techniques to consult, encourage, support and provide feedback to team members
- model team leadership behaviours and approaches
- liaise with management to develop the teamwork plan, resolve issues and ensure follow-up action is taken
Demonstrate knowledge of:
- delegation and work allocation
- goal setting
- group dynamics and processes
- individual behaviour and difference
- leadership styles
- motivation
- negotiation
- problem solving
- planning
- workplace innovation
- workplace productivity
BSBFIA302 Process payroll
Upon successful completion of this unit, you will:
- plan and perform payroll calculations in accordance with all legislative and organisational requirements, and predetermined timelines
- refer enquiries outside area of responsibility to an appropriate authority
Demonstrate knowledge of:
- key provisions of relevant legislation, standards and codes of practice that may affect payroll operations
- relevant organisational policies and procedures
- different types of payroll systems
BSBFIA401 Prepare financial reports
Upon successful completion of this unit, you will:
- produce a detailed asset register and depreciation schedule
- accurately record entries for balance day adjustments
- prepare financial reports
- trace and reconcile errors systematically or seek expert advice if required
- apply double-entry principles
- complete all tasks according to organisational policies and industry standards
Demonstrate knowledge of:
- double-entry bookkeeping principles
- general journal and general ledger entries
- the key provisions of relevant legislation, regulations, standards and codes of practice in the preparation of financial reports
- organisational accounting systems
- relevant organisational policies, procedures and accounting standards
BSBFIA412 Report on financial activity
Upon successful completion of this unit, you will:
- organise and present financial data including budget variances, budgets and forecasts, cash flow/profit reports, balance sheets, financial year reports, operating statements, expenditure and receipts and profit and loss statements to highlight relevant features and meet workplace requirements
- use conversion and consolidation procedures such as moving averages, standardised variables, trend analysis and unit costs
- identify, resolve or refer discrepancies such as absence of auditable trail, expenditure report mismatches, incorrect payments and unreconciled cash flows
- record income and expenditure to meet statutory requirements
- calculate liabilities for tax including completing Business Activity Statements
- provide financial business recommendations
- apply knowledge of relevant legislation and regulations
- perform double entry bookkeeping and accrual accounting.
Demonstrate knowledge of:
- the key provisions of legislation, regulation and codes of practice relevant to financial operations
- the techniques used for forecasting and analysis
- the options, methods and practices for deductions, benefits and depreciations
- current business taxation requirements for preparing corporate accounting reports
- current financial legislation and statutory requirements relating to taxable transactions and reporting requirements
- ethical requirements associated with preparing financial reports for corporate entities, including conflict of interest, confidentiality, and disclosure requirements
- industry-standard methods and formats used to present financial data.
