Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Record file-related critical dates and times

1.1 Identify file-related deadlines

1.2 Record file-related deadlines according to a firm’s policies and procedures

2. Make and record appointments on behalf of designated person

2.1 Establish and clarify priorities of designated person/s

2.2 Ensure timelines for achievement of priorities are agreed and documented/recorded

2.3 Arrange and/or re-arrange appointments to a time or date which is more convenient for parties involved

3. Assist designated person/s to prepare for critical dates

3.1 Check records daily for upcoming appointments and commitments

3.2 Remind designated person/s of critical file dates

3.3 Prepare and distribute information meeting legislative requirements to designated person/s prior to critical dates

3.4 Monitor timelines regularly in consultation with designated person

4. Follow up outcomes of meetings or other activities

4.1 Plan and organise appropriate follow-up actions and activities in conjunction with designated person and relevant parties

4.2 Update file notes according to a firm’s policies and procedures

Skill 

Performance Criteria 

Description 

Reading

1.1, 1.2, 3.1, 3.4, 4.2

• Recognises and interprets textual data to identify and plan job deadlines to adhere to requirements

Writing

1.2, 2.2, 3.2-3.4, 4.1, 4.2

• Uses clear, accurate and relevant language to organise, record and update information and complete workplace documentation

Oral Communication

2.1, 2.2, 3.2, 3.4, 4.1

• Articulates clearly using specific terminology and relevant tone to convey requirements
• Uses active listening and questioning techniques to confirm understanding

Numeracy

2.2, 2.3

• Uses basic mathematical formula to calculate and monitor work timeframes

Navigate the world of work

1.2, 3.3, 4.2

• Takes personal responsibility for adherence to legal and regulatory requirements
• Recognises and responds to organisational policies and procedures

Interact with others

2.1-2.3, 3.2-3.4, 4.1

• Selects appropriate mode of communication for a specific purpose relevant to own role
• Cooperates with others as part of familiar routine activities and contributes to specific activities requiring joint responsibility and accountability

Get the work done

2.3, 3.4, 4.1

• Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficient and effective outcomes
• Takes responsibility for outcomes of routine decisions related directly to own role

Code and title 

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBLEG308 Assist in prioritising and planning activities in a legal practice

BSBLEG308A Assist in prioritising and planning activities in a legal practice

Updated to meet Standards for Training Packages

Equivalent unit

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.