Unit of competency details

BSBADM307B - Organise schedules (Release 1)


Usage recommendation:
Is superseded by and equivalent to BSBADM307 - Organise schedulesUpdated to meet Standards for Training Packages 24/Mar/2015

ReleaseRelease date
1 1 (this release) 10/Mar/2009

Training packages that include this unit

CodeSort Table listing Training packages that include this unit by the Code columnTitleSort Table listing Training packages that include this unit by the Title columnRelease
MAR - Maritime Training PackageMaritime Training Package 2.0 
SIS10 - Sport, Fitness and Recreation Training PackageSport, Fitness and Recreation Training Package 1.2-3.1 
MAR13 - Maritime Training PackageMaritime Training Package 1.0 
AUR05 - Automotive Industry Retail, Service and Repair Training PackageAutomotive Industry Retail, Service and Repair Training Package 3.0-4.0 
BSB07 - Business Services Training PackageBusiness Services Training Package 5.0-9.0 
CUV11 - Visual Arts, Crafts and Design Training PackageVisual Arts, Crafts and Design Training Package 1.0 
CUS09 - MusicMusic 1.1-1.2 

Qualifications that include this unit

CodeSort Table listing Qualifications that include this unit by the Code columnTitleSort Table listing Qualifications that include this unit by the Title columnUsage RecommendationRelease
CUV30411 - Certificate III in Arts AdministrationCertificate III in Arts AdministrationSuperseded
SIS30510 - Certificate III in Sport and RecreationCertificate III in Sport and RecreationSuperseded1-2 
AUR10105 - Certificate I in AutomotiveCertificate I in AutomotiveSuperseded
BSB31007 - Certificate III in Business Administration (Legal)Certificate III in Business Administration (Legal)Superseded1-2 
SIS30810 - Certificate III in Sports TrainerCertificate III in Sports TrainerSuperseded1-2 
AUR21105 - Certificate II in Automotive SalesCertificate II in Automotive SalesSuperseded1-2 
SIS30813 - Certificate III in Sports TrainerCertificate III in Sports TrainerDeleted
MAR30215 - Certificate III in Maritime Operations (Marine Surveying)Certificate III in Maritime Operations (Marine Surveying)Deleted
SIS30812 - Certificate III in Sports TrainerCertificate III in Sports TrainerSuperseded1-2 
BSB30407 - Certificate III in Business AdministrationCertificate III in Business AdministrationSuperseded1-2 
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SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 080901 Secretarial And Clerical Studies  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 080901 Secretarial And Clerical Studies  25/Jul/2008 
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Modification History

Not applicable.

Unit Descriptor

Unit descriptor 

This unit describes the performance outcomes, skills and knowledge required to manage appointments and diaries for personnel within an organisation, using manual and electronic diaries, schedules and other appointment systems.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

Application of the Unit

Application of the unit 

This unit applies to individuals employed in a range of work environments who provide administrative support to teams and individuals in the management of diaries, schedules and other appointment mechanisms.

Licensing/Regulatory Information

Not applicable.


Prerequisite units 

Employability Skills Information

Employability skills 

This unit contains employability skills.

Elements and Performance Criteria Pre-Content

Elements describe the essential outcomes of a unit of competency.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide.

Elements and Performance Criteria



1. Establish schedule requirements

1.1. Identify organisational requirements  and protocols for diaries and staff planning tools 

1.2. Identify organisational procedures for different types of appointments

1.3. Determine personal requirements for diary and schedule items  for individual personnel

1.4. Establish appointment priorities and clarify in discussion with individual personnel

2. Manage schedules

2.1. Identify recurring appointments  and deadlines, and schedule these in accordance with individual and organisational requirements

2.2. Establish availability of attendees, and schedule new appointments in accordance with required time lines and diary commitments

2.3. Negotiate alternative arrangements  and confirm when established appointments are changed

2.4. Record appointments  and manage schedules in accordance with organisational policy and procedures 

Required Skills and Knowledge


This section describes the skills and knowledge required for this unit.

Required skills 

  • communication skills to discuss and confirm requirements and priorities of others and to question others to clarify information
  • literacy skills to read a range of procedural texts and to write simple instructions
  • negotiation skills to schedule appointments where there are competing demands
  • numeracy skills to estimate time, plan accurately and keep records
  • problem-solving skills to negotiate task distribution and timing for appointments with other members of the group
  • time management skills to allow realistic time lines to schedule appointments.

Required knowledge 

  • key provisions of relevant legislation from all forms of government, standards and codes that may affect aspects of business operations, such as:
  • anti-discrimination legislation
  • ethical principles
  • codes of practice
  • privacy laws
  • occupational health and safety (OHS)
  • relationship between satisfactorily organising another person's schedule and achieving team goals
  • responsibility that is involved in making arrangements for others.

Evidence Guide


The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment 

Critical aspects for assessment and evidence required to demonstrate competency in this unit 

Evidence of the following is essential:

  • maintaining schedules which meet individual and organisational needs
  • prioritising and negotiating competing demands.

Context of and specific resources for assessment 

Assessment must ensure:

  • access to an actual workplace or simulated environment
  • access to office equipment and resources
  • access to a range of diaries, planners and calendars to record and schedule appointments.

Method of assessment 

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

  • direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
  • review of authenticated documents from the workplace or training environment
  • analysis of responses to case studies and scenarios
  • demonstration of techniques in a workplace or simulated environment
  • review of testimony from team members, colleagues, supervisors or managers.

Guidance information for assessment 

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

  • other general administration units.

Range Statement


The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Organisational requirements  may include:

  • availability of information
  • electronic linked diaries and schedules
  • linking personal and executive diaries
  • priority clients and personnel
  • protocols in contacting other personnel within and outside organisation
  • recording systems

Planning tools  may include:

  • appointment book
  • appointment view and planner view in electronic scheduling systems
  • calendar
  • desk diary
  • electronic calendar or diary
  • in/out boards and whiteboards
  • manual planners
  • planning wall chart

Diary and schedule items  may include:

  • conferences
  • deadlines
  • leave (for both immediate person and others whose absence affects the person)
  • meetings
  • recurring appointments
  • teleconferences
  • travel

Recurring appointments  may include:

  • board meetings
  • committee meetings
  • staff meetings

Alternative arrangements  may include:

  • cancelling pre-arranged appointments
  • inserting additional appointments after a schedule has been prepared
  • re-scheduling existing appointments

Appointments  may be recorded in:

  • calendar
  • diary
  • electronic system
  • filing system
  • paper system

Organisational policy and procedures  may include:

  • adequate time between appointments
  • leave
  • limit on total appointments in any one day
  • lunch breaks
  • OHS issues
  • stress minimisation
  • sufficient time to complete projects and to meet deadlines
  • time off in lieu

Unit Sector(s)

Unit sector 

Competency field

Competency field 

Administration - General Administration

Co-requisite units

Co-requisite units