BSBREL402 Build client relationships and business networks

Introduction

This unit describes the skills and knowledge required to establish, maintain and improve client relationships and to actively participate in networks to support attainment of key business outcomes.

It applies to individuals such as marketing and sales professionals who depend on excellent interpersonal relationships and communication skills to achieve outcomes but may also apply to other individuals working in any industry.

Resources

A – BSBREL402 – Learner Guide – V1.0 – CURRENT

TM – BSBREL402 – Powerpoint – V1.0 – Current

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SIRXCEG003 Build customer relationships and loyalty

Introduction

This unit describes the performance outcomes, skills and knowledge required to build customer relationships and foster customer loyalty.

It applies to individuals working in frontline customer service roles in a diverse range of industry sectors and business contexts. They operate with independence and under limited supervision and guidance from others, and within established organisational policies and procedures.

Resources

TM – SIRXCEG003 – Learner Guide – V1 – Current

TM – SIRXCEG003 – Powerpoint – V1 – Current

BSBSMB404 Undertake small business planning

Introduction

This unit describes the skills and knowledge required to research and develop an integrated business plan for achieving business goals and objectives.

It applies to individuals who operate a small business that operates independently, or as part of a larger organisation. Individuals in this role interpret business information and numerical data competently.

Resources

TM – BSBSMB404 – Presentation – V2.1 – Current

TM – BSBSMB404 – Task 1 Business Plan Template 1 – V1.1 – Current

TM – BSBSMB404 – Task 1 Business Plan Template 2 – V1.1 – Current

TM – BSBSMB404 – Task 1 Business Plan Template 3 – V1.1 – Current

BSBADM405 Organise Meetings

Introduction 

This unit describes the skills and knowledge required to organise meetings including making arrangements, liaising with participants, and developing and distributing meeting related documentation.

It applies to individuals employed in a range of work environments who are required to organise a variety of meetings. They may provide administrative support within an enterprise, or have responsibility for these tasks in the context of a particular team, workgroup or project.

 

“There are two types of people who will tell you that you cannot make a difference in this world: those who are afraid to try and those who are afraid you will succeed.”

 

– Ray Goforth

 

Resources 

BSBADM405 – Learner Guide

BSBADM405 – Powerpoint

BSBMED401 Manage Patient Record Keeping system

Introduction 

This unit describes the skills and knowledge required to manage a patient record keeping system within a medical environment and to supervise others. It covers clarifying roles and responsibilities, managing the operation of a patient record keeping system, and reviewing and improving the system. The unit does not cover the design of a new system but does cover reviews and improvements to an existing system.

It applies to individuals managing an existing record keeping system (and sub-systems within the overall system) in a medical context. It may involve supervising the work of other personnel who implement the system and maintain patient records day-to-day. It also involves working with users of the system such as the health practitioners in the enterprise.

 

 “Don’t let the fear of losing be greater than the excitement of winning.”

 

— Robert Kiyosaki

 

Resources 

BSBMED401 – Powerpoint

BSBDIV301 Work Effectively with Diversity

Introduction 

This unit describes the skills and knowledge required to recognise and interact productively with diversity in the workplace. It covers sensitive responses to, and interactions with, all manner of diversity that might be encountered during the course of work.

It applies to individuals who work in a variety of contexts where they will be expected to interact with a diverse client and/or co-worker population. They may also provide some leadership and guidance to others and have some limited responsibility for the output of others.

 

 “There is no such thing as failure. Failure is just life trying to move us in another direction.” 

– Oprah Winfrey

Resources 

BSBDIV301 – Powerpoint

BSBMGT401 Show Leadership in the Workplace

Introduction 

This unit describes the skills and knowledge required to lead teams and individuals by modelling high standards of conduct to reflect the organisation’s standards and values.

It applies to individuals who are making the transition from being a team member to taking responsibility for the work and performance of others and providing the first level of leadership within the organisation. These managers have a strong influence on the work culture, values and ethics of the teams they supervise.

 

“Look well to this day. Yesterday is but a dream and tomorrow is only a vision. But today well lived makes every yesterday a dream of happiness and every tomorrow a vision of hope. Look well therefore to this day.” 

– Francis Gray

Resources 

BSBMGT401 – Learner Guide

BSBMGT401 – Powerpoint

Small Business Finances (BSBSMB402, BSBSMB406, BSBSMB421)

Introduction 

This unit describes the skills and knowledge required to plan, manage and monitor the financial requirements of a small business and, analyse financial data to make informed business decisions.

It includes the units, BSBSMB402, BSBSMB406 and BSBSMB421. Additional resources have been provided from the unit BSBGOV403 analyse budgets and financial plans and BSBFIM501 Manage Budgets and Financial Plans due to applicability and relevance.

Where possible it is useful to use your own small business data as it will assist you in understanding your own business better. In the absence of your own financial documents, you may use one of the case studies.

Resources 

BSBSMB402_406 – Powerpoint

TM Accounting Principles V1.0

BSBGOV403 Analyse Financial Statements and Budgets

Tips

Before you can really understand your business finances it is useful to have a basic understanding of the Accounting Principles.

https://www.accountingcoach.com/accounting-principles/explanation

Not sure about Debits and Credits. This is a fun video 

 

 

Case Study

The following case studies can be used for assessments.

Case Study: Divinity Cafe

Additional Useful Articles and Information

https://www.businessnewsdaily.com/5954-smb-finance-management-tips.html

https://www.business.gov.au/Finance/Accounting/How-to-set-up-a-cash-flow-statement

https://www.business.gov.au/finance

https://www.business.gov.au/finance/accounting/essential-tasks-at-end-of-financial-year-eofy

 

 

 

 

BSBSMB415 Refine and Strengthen a Small Business

Introduction 

This unit describes the skills and knowledge required to formulate and implement actions to develop and sustain a small business.

It applies to individuals who run a small business that operates independently, or as part of a larger organisation. Individuals in this role interpret business information and numerical data competently to plan, direct and control a small business, make strategic decisions and take action.

 

“A business has to be involving, it has to be fun, and it has to exercise your creative instincts.”

 – Richard Branson

Resources

BSBSMB415 – Powerpoint

BSBWRT401 Write Complex Documents

Introduction 

This unit describes the skills and knowledge required to plan documents, draft text, prepare final text and produce documents of some complexity.

It applies to individuals who work in a range of business environments and are skilled in the creation of reports, information and general promotion documents that are more complex than basic correspondence, memos or forms and that require review and analysis of a range of information sources.

 

“Creativity, as has been said, consists largely of rearranging what we know in order to find out what we do not know. Hence, to think creatively, we must be able to look afresh at what we normally take for granted.”

– George Kneller

Resources 

BSBWRT401 – Powerpoint