Professional Development Plan

Manage and lead people to enable them to achieve personal and
business entity’s goals.

LO2
Engage stakeholders including employees/team members to
efficiently and effectively achieve business entity’s goals.

LO3
Demonstrate leadership and management skills for self and others to
achieve the business entity’s goals.

LO4
Analyse and manage the impact of the internal and external
environment, and operating in a global context to effectively

Total 60

Assessment Requirements

Research
You are required to use academic books, journals, and companies’ websites to
support the points you make in your report.
This report requires the use of secondary data only. You will conduct secondary
research about the given organisation.
Ensure all research used is referenced properly using the APA referencing standard.
All answers must be in your own words, i.e. please do not use too many quotes, but
describe/ analyse/ comment in your own words.
Your discussion for all the sections must be embedded in theory learnt in class.
Structure and Formatting

You are required to develop a Professional Development Plan in approximately
2000 words.
Please refer to the marking criteria provided for more detailed information concerning
the tasks.
Professional Development Plan- HESTA
HESTA is passionate about supporting employees to continue their personal and
professional growth. The industry super fund knows that supporting learning and
development is integral to ensuring employees are equipped with the most up-to-
date knowledge and the skills required to be leaders within their individual roles.
Superannuation is a complex industry and as such the learning and professional
development requirements include a combination of compliance, professional
development, soft and interpersonal skills training and CPD all in play, ensuring that
you can keep on top of everything can be a challenge.
The Company
HESTA is the industry super fund in Australia when it comes to health and
community services. They are well established as the largest super fund dedicated
to this sector, and have a history of strong, long-term returns. They are committed to
improving the retirement outcomes of their members so that they may live
comfortably when they retire.
Commitment to providing benefits that their members want, and allowing members
take control of their future with quality education and advice about super has allowed
them to gain the trust of their members and keep their services relevant to their
needs.
The Challenge
Like many organisations, HESTA have conducted their training, whether they be
face-to-face or virtually, with attendance being recorded in Microsoft Excel. The
sessions were about keeping up-to-date with industry knowledge, internal processes
or skill development, but there is no central place to see all the learning available,
access online learning or report on all the learning happening across the
organisation.
The team are manually tracking internal training, however, if a team member went to
an external training program not run by HESTA, it was up to the employee to keep
their own records, and visibility of all learning happening across the organisation was
stored in multiple locations. Having a large portion of their team working remotely,
this is proving to be challenging and with the organisation expecting to increase their
workforce in the coming years, it was important to have oversight of learning
holistically.
After a deep review of their learning and compliance practices, the HESTA team has
made a decision to take a different approach on how they provided and managed
learning so that they could improve the delivery and tracking of learning material
across the organisation.

Having a scalable solution is a key priority and HESTA has started to review several
training platforms, and reflecting on her past experience with usability from both an
administrator and users perspective, HESTA’s Capability Consultant, Renee McCoy
is looking into the pain points and what they need in the future.
Retrieved on 6 th March 2018 from https://www.go1.com/post/case-study-hesta (Links
to an external site.)
(Modified without permission)
You have been hired as a new Training Manager of HESTA to improve the
professional development within the organisation. Lisa Samuels is the Marketing
Strategy Executive. Your first task is to work with her and create a Professional
Development Plan for the Marketing Team Leader Helen Brown.
Helen is 32 years old single mother who emigrated from Canada with her family 4
years ago and she has been working full time at HESTA for six months. She is a
valued member of the team. She has excellent experience from her previous work at
a Marketing agency in Ontario. For the last three months she has been very stressed
because her 5 years old son has started at primary school and she has been unable
to find a suitable after school care for him. Secondly, some of the people in her team
have been unhappy as they believed that they deserved the Team Leader positon.
So leading a team of very experienced professionals is also proving a challenge for
Helen.
Design a Professional Development Plan for Helen Brown for short term as
well long term. You will present the Plan to Helen as well as to the Marketing
Strategy Executive, Lisa.
Detailed requirements and direction
Task Steps and Detailed requirements LOs
assessed
Total
Marks

Personal vs
company
goals

Identify at least TWO personal goals of Helen (1
mark)
Identify HESTA’s purpose and vision (1
mark)
Evaluate to what extent Helen’s personal goals align
with HESTA’s purposes and vision.
(4 marks)

LO 1

PD
Opportunities

Identify at least THREE professional development
opportunities suitable for Helen including any industry
certifications if applicable. (3
marks)
Provide rationale for selecting these opportunities.
Analyse how these opportunities align with HESTA’s
purposes and vision. (6

LO 1 9

marks)

Motivation

Analyse how the selected professional development
activities will enhance Helen’s intrinsic and extrinsic
motivation. (4
marks)

LO3 4

Time Frames

Establish time frames for professional development
activities in the short term as well as long term. Times
frames must be established separately for each
activity.
(6 marks)
LO 1

Resources

Identify the resources (for example, financial, physical,
human) needed for each professional development
activity. (6
marks)
How would you access these resources? (6 marks)
LO 1
12

Evaluation of
effectiveness

Suggest and analyse the measures to evaluate the
effectiveness of each professional development
activity. (3 marks)

LO3 3

Professional,
ethical, and
socially and
culturally
appropriate
practices.

As a leader, in the professional development planning
process what kind of professional, ethical, and socially
and culturally appropriate practices you must follow.

(4
marks)

LO3 4

Impact of
Environment

Analyse the impact of one internal and one external
environmental factor on the proposed professional
development planning process for
HESTA. (3 marks)
Identify at least one challenge that HESTA may face
due to the factors discussed above. Propose and justify
at least one suggestion to manage the challenge
discussed above. (3
marks)

LO4 6

References

You must also use correct referencing style throughout
the report.
At least 5 academic journals and at least 2 books must
be consulted and referenced

LO 2

Formatting
and grammar

Word processed in black and white, with the main text
in 12 point Times New Roman
Left aligned, with 6 point paragraph spacing, 1.5 line
spacing on A4 size paper
Portrait format (left margin minimum 3cm, right
margin minimum 2cm)

LO 2

Presentation

You must prepare a 10 minutes presentation that
summarises all the major sections of your Professional
Development Plan. Your audiences will be the
employee (Helen), Marketing Strategy Executive (Lisa)
and the Marketing Manager. See more details in the
‘Presentation’ Section of this assessment.

LO2 10

Total Marks
60

Marking Rubric
NZDB1903- 6210

NZDB1903- 6210

Criteria Ratings Pts

This criterion is linked to a Learning OutcomeTask 1: Personal Vs Company goals
Identify at least TWO personal goals of Helen (1 mark)
Identify HESTA’s purpose and vision (1 mark)
Evaluate to what extent Helen’s personal goals align with HESTA ’s purposes and
vision. (4 marks

6.0 pts
Full
Marks

0.0 pts
No
Marks 6.0 pts

This criterion is linked to a Learning OutcomeTask 2: PD opportunities
Identify at least THREE professional development opportunities suitable for Helen
including any industry certifications if applicable. (3 marks)
Provide rationale for selecting these opportunities. Analyse how these opportunities
align with HESTA’s purposes and vision. (6 marks

9.0 pts
Full
Marks

0.0 pts
No
Marks 9.0 pts

This criterion is linked to a Learning OutcomeTask 3: Motivation
Analyse how the selected professional development activities will enhance Helen’s
intrinsic and extrinsic motivation. (4 marks)

4.0 pts
Full
Marks

0.0 pts
No
Marks 4.0 pts

This criterion is linked to a Learning OutcomeTask 4: Time Frames
Establish time frames for professional development activities in the short term as
well as long term. Times frames must be established separately for each activity. (6
marks)

6.0 pts
Full
Marks

0.0 pts
No
Marks 6.0 pts

This criterion is linked to a Learning OutcomeTask 5: Resources
Identify the resources (for example, financial, physical, human) needed for each
professional development activity.
(6 marks)
How would you access these resources?
(6 marks)

12.0 pts
Full
Marks

0.0 pts
No
Marks 12.0 pts

This criterion is linked to a Learning OutcomeTask 6: Evaluation of effectiveness
Suggest and analyse the measures to evaluate the effectiveness of each professional
development activity. (3 marks)

3.0 pts
Full
Marks

0.0 pts
No
Marks 3.0 pts

This criterion is linked to a Learning OutcomeTask 7: Professional, ethical, and
socially and culturally appropriate practices
As a leader, in the professional development planning process what kind of
professional, ethical, and socially and culturally appropriate practices you must
follow.
(4 marks)

4.0 pts
Full
Marks

0.0 pts
No
Marks 4.0 pts

This criterion is linked to a Learning OutcomeTask 8: Impact of Environment
Analyse the impact of one internal and one external environmental factor on the
proposed professional development planning process for HESTA. (3 marks)
Identify at least one challenge that HESTA may face due to the factors discussed
above. Propose and justify at least one suggestion to manage the challenge
discussed above. (3 marks)

6.0 pts
Full
Marks

0.0 pts
No
Marks 6.0 pts

This criterion is linked to a Learning OutcomePresentation
Delivery of Presentation
o Presentation suitable for audience
o Visuals used and well managed
o Clear presentation style (presentation pace, pitch of voice, appropriate language
used)
o Effective use of allocated presentation time
o Professionalism
o Audience addressed and involved
o Handed presentation to lecturer one day before presentation.
o Consistent format, correct spelling and grammar.
Content of presentation
o Covers content in sufficient detail
o Key factors clearly, logically and comprehensively presented
o Ideas presented in a convincing and logical manner

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Professional Development Plan

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