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Healthy Lifestyle Goal Worksheet document sample
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PERSONAL EFFECTIVENESS
GENERIC ASSESSMENT TEMPLATE
WSQ ESS – Personal Effectiveness
General guidelines
1) Activity should be workplace-based
2) Participants are to complete the activity as an individual
exercise
3) Assessor may assist participants to frame their activity to
reflect the participant’s workplace
-1-
PERSONAL EFFECTIVENESS
Worksheet 1: My Personal Profile
Underpinning Knowledge covered
The definition of personal values, interest, abilities, aptitude and
strengths
The strategies that can be used to strengthen weaker abilities
The strategies that can be used to leverage on personal strengths
Personal reflection as part of personal development
The strategies to leverage personal abilities for personal and
organisational gain
Analyse one’s personal values, interest, abilities and aptitude if they
match job requirements
Instructions for worksheet
Complete the fields using the instruments you have learnt from the
participants guide or from activities planned into the training programme
Please fill in your findings according to the heading.
Use this to help you identify areas in your work where your interest lies.
Use this to help you prepare for job opportunities (new, transfers and/or
promotions).
Areas Interpretation
7.1.1.1 – 5;
My Personality Type 7.1.4.7 – 8
7.5.1.4
My Values
My Interests
My Abilities
My Aptitude
My Strengths
My Weaknesses
Leveraging my Strengths
Improving my Weaknesses
-2-
PERSONAL EFFECTIVENESS
Worksheet 2: Aligning Goals – Step 1
Underpinning Knowledge covered
The organisation’s mission and vision and business plan
Key operations of an organisation that could be affected by its goals
The interpretation of an organisation’s formal structure
Definition of roles and responsibilities
Analysis of roles and how they contribute to the success of the
organisation
How to align personal goals to organisation’s goals and contribute to
organisational success
The strategies to leverage personal abilities for personal and
organisational gain
Instructions for worksheet
Fill in the name and a brief description of the participant’s organisation in the
first field. This will help the participant focus on the organisation for the rest of
the template.
Using tools that have been thought in the programme, participants are to
identify the organisational goals and write them into the next level of the
flowchart. They then indicate the priority of each goal in the space provided
besides the titles ‘Organisational Goal’.
Participants then identify the category of each organisational goal and write it
in the space provided under ‘Goal Category’.
Based on the ‘Organisational Goal’ with the highest priority, participants are
then to list their personal goals (ensure that personal goals are in line with
organisational goals)
Participants then complete the worksheet by listing down their roles and
responsibility to the organisation and by identifying how they can contribute to
the overall achievement of organisational goals, within the frame of their roles
and responsibilities. Listing their roles and responsibilities also acts as a
check to see if their personal goals are within their capability to achieve.
Use the following template to help you:
Identify your organisational goals and rank them
Develop your own goals
Clearly state your responsibility
Area you can contribute in
-3-
PERSONAL EFFECTIVENESS
My Organisation
Organisational Organisational Organisational
Goal __ Goal __ Goal __
Goal Category Goal Category Goal Category
Select one goal
category and set
your personal My Goal How can I ensure my
goal accordingly. goals are in-line with
You may set more 1) organisational goals?
than one goal.
2) List as many as you
Write the most
important goal can
first.
My Roles and Responsibilities
I can contribute by:
My motivation to accomplish my personal goals
7.1.2.3 – 4
7.1.3.1 – 2;
7.1.4.2 – 7
-4-
PERSONAL EFFECTIVENESS
Worksheet 3: Aligning Goals – Step 2
Underpinning Knowledge covered
Maslow’s Hierarchy of Needs
Procedures to identify tasks critical to achieving goals
Paraphernalia and/or technology to help one manage work priorities
Time wasters and ways to avoid them
Sources of stress
How to identify stress
Impact of stress
Ways to manage stress
Resources available to help manage stress
What personal and family responsibilities are
How personal and family responsibilities can affect work performance
The resources available to support work-life balance
Benefits of work-life balance
Practices that promote cleanliness and hygiene
Practices that promote physical well being for oneself
Benefits of maintaining a healthy lifestyle
Tools and sources of information available
Instructions for worksheet
Participant will select one goal from their list in Worksheet 2 and identify the
tasks necessary to achieve the selected goal. Once identified, participants will
rank the task in terms of criticality.
Participants will use the template to record time and stress issues and how
they can best manage them.
Participants continue recording their worklife issues (personal responsibilities
and health), and how it can be managed.
They finish with identifying a motivation technique to be used to help them
stay motivated throughout the process of moving towards the goals.
Use the following template to help you:
Identify tasks needed to achieve your selected goal
Identify time issues and ways to manage them
Identify stress issues and how to manage them
Identify personal responsibilities and ways to manage them
Identify health issues and how to manage them
-5-
PERSONAL EFFECTIVENESS
Overview of Personal Challenges
Area Action
Sources of stress
Impact of Stress
Impact of unbalanced worklife
Benefits of a balanced worklife
Resources to support work-life balance
Tools I can use to help me manage all
my tasks
Hygiene practices
Healthy lifestyle practices
Benefits of a healthy lifestyle
Tools to help maintain a healthy lifestyle
7.2.1.3
7.2.2.1 – 2
7.3.1.2 – 4
7.3.2.1 – 4
-6-
PERSONAL EFFECTIVENESS
My Selected Goal
Task __ Task __ Task __
Time Issues Time Issues Time Issues
1) 1) 1)
2) 2) 2)
3) 3) 3)
Managing Managing Managing
Time Time Time
1) 1) 1)
2) 2) 2)
3) 3) 3)
My stress My stress My stress
issues issues issues
Ways to Ways to Ways to
manage my manage my manage my
stress stress stress
Resources Resources Resources
available to available to available to
help manage help manage help manage
stress stress stress
7.2.1.4 – 6
7.2.2.3 – 4
-7-
PERSONAL EFFECTIVENESS
CONTINUE
My personal My personal My personal
responsibilities responsibilities responsibilities
Balancing my Balancing my Balancing my
personal personal personal
responsibilities responsibilities responsibilities
Resources to Resources to Resources to
support work-life support work-life support work-life
balance balance balance
Benefits of work- Benefits of work- Benefits of work-
life balance life balance life balance
My personal health My personal health My personal health
Maintaining a Maintaining a Maintaining a
healthy lifestyle healthy lifestyle healthy lifestyle
Resources to Resources to Resources to
maintain a healthy maintain a healthy maintain a healthy
lifestyle lifestyle lifestyle
Resources to Resources to Resources to
maintain a healthy maintain a healthy maintain a healthy
lifestyle lifestyle lifestyle
My Motivation
7.1.4.4
7.3.1.1 – 4
7.3.2.1 – 4
-8-
PERSONAL EFFECTIVENESS
Worksheet 4: My Personal Finances
Underpinning Knowledge covered
Savings facilities available and how to interpret them
Investment facilities and how to interpret them
Tax information and how to interpret them
Budgeting techniques
Types of wages
Component of wages
Items on the pay slip and IR8A form
Instructions for worksheet
Participants list out their Personal Financial Goals that has been identified
using the tools and methods shared during the course.
They break down their salary to the components as listed in the template.
They then identify their monthly expenses, either through reflection or to
record all expenses for a month, and record it into the budgeting table. If
space provided is insufficient, participant may record items into their own
table.
-9-
PERSONAL EFFECTIVENESS
My Personal Finances
My Financial Goal
My Wages My Taxes
Month: Type Amount
Basic Salary S$ Tax 1 ( ) S$
Flexi-wage S$ Tax 2 ( ) S$
Overtime S$ Tax 3 ( ) S$
Bonus S$ Total
Others
1) S$ My Savings/Investments
2) S$ Type Interest rate (%)
Savings Plan
3) S$
A( )
Total S$
Savings Plan
B( )
Savings Plan
C( )
7.4.1.3 – 6
Total
7.4.2.1 – 3
My Budget
Date Description of income/expenses Income Expenses
(S$) (S$)
My wages
My savings
Other expenses
Other expenses
My Taxes
My Budget Balance (Income -
Expenses
- 10 -
PERSONAL EFFECTIVENESS
Worksheet 5: Understanding Financial Instruments
Underpinning Knowledge covered
What are credit applications and how to use and maintain credit
The types of bills and hot to interpret them
Tax information and how to interpret them
Instructions for worksheet
Participants provide simple answers for the questions. Assessor may choose
to administer this orally.
PC no. Question Answer
7.4.1.1 List 2 credit facilities that
you may be using now or
know.
7.4.1.2 List 3 components of a bill
you should be mindful of
when reading a bill
7.4.1.5 List 2 types of taxes you
currently pay and explain
what they are for.
- 11 -
PERSONAL EFFECTIVENESS
Worksheet 6: Looking for job opportunities
Underpinning Knowledge covered
Sources of information for application of a job
What are job requirements
Why is it necessary to analyse one’s personal values, interest, abilities
and aptitude when applying for a job
How information about job opportunities is identified
How sources of assistance on job opportunities are identified
Procedures to make enquiries about possible job opportunities within or
outside one’s workplace
Procedures to arrange for interviews
Acceptable and unacceptable behaviour at job interviews
Acceptable and unacceptable attitudes at job interviews
Instructions for worksheet
Complete the fields using the instruments you have learnt from the
participants guide or from activities planned into the training programme
Fill in the various fields in the three tables to help you prepare for a job
interview
- 12 -
PERSONAL EFFECTIVENESS
Looking for a job
Where to find information
on jobs 7.5.1.1 – 3
How to get more 7.5.2.1 – 3
information about jobs 7.5.3.1/.4 – 5
What are questions I
should ask to find out
more about the job
Where can I find help
when I am looking for a
job?
Details of a job
What is the requirement of
the job I have selected?
How does my personal
values, interest, abilities Job
and aptitude match the Interview
requirements (refer to
worksheet 1)
Does this job match me? YES / NO (Select one)
Attending an interview (specific to the job selected)
What must I do ensure I
am on time for my
interview?
What are appropriate
behaviours to display
during my interview?
What are appropriate
attitudes to display during
my interview?
- 13 -
PERSONAL EFFECTIVENESS
Worksheet 7: My Personal Resume
Underpinning Knowledge covered
Established guidelines for preparing resume
Types of documents needed for job interviews
Instructions for worksheet
This is a template for a resume. Participants are to prepare a resume for a
selected job. They may use the template or their own. All components in the
template must be present in the final product if the participant chooses to use
his/her own template.
Use this template to help you prepare your resume
7.5.1.5
Blk 123 Pasir Ris Home: 6123 4567 7.5.3.2
Drive 12, #12-345, Mobile: 9123 4567
Singapore 123456
Kelvin Lim
Objective [Click here and type objective]
Experience Year Name of company Location
Last held position
Achievements
Achievements
Achievements
1998–2006 ABC Logistics Changi South
Logistic Administrator
Managed the day-to-day task of administering logistics
movement
Liaise between the warehouse and client
1991–1998 TNT Global Woodlands
Assistant Administrator
Assist the Administrator in her daily duties
Prepare the logistic timetable according to schedule
Prepare quotations
- 14 -
PERSONAL EFFECTIVENESS
Education Year Name of School Location
Certificate in Business Administration (Highest
qualification)
Completed with all Distinction
Interests Short description of yourself. Pick up points from your
personal profile. Choose points that support your
application
- 15 -
PERSONAL EFFECTIVENESS
Worksheet 8: Cover Letter
Underpinning Knowledge covered
Established guidelines for writing a letter of application
Types of documents needed for job interviews
Instructions for worksheet
This is a template for a cover letter. Participants are to prepare a cover letter
for a selected job. They may use the template or their own. All components in
the template must be present in the final product if the participant chooses to
use his/her own template.
Use this template to help you write your cover letter
Kelvin Lim (Your name)
Blk 123 Pasir Ris Drive 12,
7.5.1.6
#12-345
7.5.3.2
Singapore 123456
April 13, 2011
Contact person as per advertisement
ABC Company
123 Changi Road
Singapore 123456
Dear Sir/Madam:
Subject: Job position applied for
Brief write-up on how you came to know about the job position
Brief description on why you are suitable for the position. Make reference to
your resume for more details.
I thank you for taking time to review my application. I look forward to your
favorable reply.
Yours sincerely
Kelvin Lim
Tip: Keep your cover letter to one page
- 16 -
PERSONAL EFFECTIVENESS
Worksheet 9: Preparing for an interview
Underpinning Knowledge covered
Procedures to arrange for interviews
Types of documents needed for job interviews
Appropriate dressing for job interviews
Guidelines for asking appropriate questions and giving appropriate
responses during interviews
Organisational dress code
Instructions for worksheet
This is a checklist to identify if the participant has prepared well for an
interview. Typically conducted on the second or subsequent session of the
programme, participants are to simulate that they have prepared for an
interview, making sure all the points in the checklist has been met.
Assessor can then assess the participant based on their level of
preparedness. To minimize time spent by the assessor on each participant, he
can pair participants up to do a first round check of the materials being
present on each other and verified by the assessor after.
7.5.2.1 – 3/.6
Use the following checklist to prepare for your interview 7.5.5.2
S/N Task Yes No
1 Have I confirmed the interview session?
2 Have I checked the location and how to get
there?
3 Have I made necessary transport
arrangement to reach the interview session
15 minutes before the start?
4 Are my necessary documents prepared?
5 Am I suitably dressed for my interview?
6 Have I prepared a list of possible answers for
questions I may be asked?
7 Have I prepared a list of questions I may like
to ask?
- 17 -
PERSONAL EFFECTIVENESS
Worksheet 10: Interpreting employment documents
Underpinning Knowledge covered
How to interpret employment contract and employee handbook and job
descriptions/manual
The consequences of not interpreting employment contract and
employee handbook accurately
The procedure for seeking clarification on the interpretation of
employment contract and employee handbook and job description
Code of conduct at the workplace
How to do well in a job
Acceptable and unacceptable workplace behaviours
Competencies required to do a job competently
Importance and benefits of effective networking and team work
How the identified job responsibilities and critical areas can contribute to
organisational success
What is the purpose of the organisation performance review systems
How are performance review factors and ratings interpreted
How objectivity can be applied when reviewing feedback and ratings of
past performance
Strategies for closing performance gaps
Instructions for worksheet
This worksheet must be accompanied with the relevant organisational
documents such as Employees Handbook, Employment Contract, Personnel
Policies etc.
Participants are to search and list out the relevant information from the
document provided.
Participants will also have to answers questions on how to prevent lapses or
on improving performance. The answers provided must be in line with
organisational documents.
Use the employment documents provided to fill in the correct information for
the following questions
- 18 -
PERSONAL EFFECTIVENESS
Part A
Interpreting policies
List a safety regulation
from your company.
7.5.4.1 – 5
What must you do to
meet this regulation?
7.5.5.1/3 – 4
7.5.6.1- - 5 2
List the regulation on
absentism for your
company
What must you do to
meet this regulation?
+
Performance Required
My role and
responsibilities
Ways to meet my
responsibilities
ENCHANCED
SELF
+ =
Enhancing my performance
Behaviours valued by
my organisation
Attitudes valued by my
organisation
The KSA of my work
My company dress code
+
Developing my networking/team
Strategies to improve
work processes
Staying informed
Skills needed
Ways to improve the
skills
- 19 -
PERSONAL EFFECTIVENESS
Part B
Contribution to organisational success
Critical areas
(Training, Marketing,
Human Resource,
etc)
How are these areas
reviewed?
What is my current
performance?
How can I improve
my current
performance?
- 20 -
PERSONAL EFFECTIVENESS
Annex A – Table for Goal Setting
Underpinning Knowledge covered
Goal setting guidelines and goal categories, including ranking goals
The human factors that may affect the organisation’s operations and
achievement of goals
Instructions for worksheet
This is a tool that participants may use to help them in their goal setting
process. They may use other formats but the format must fulfill the following
Goal setting guidelines and must be met
Ranking of goals according to immediacy and criticality must be
demonstrated
Area Goal A Goal B Goal C
Specific
Measurable
Attainable
Realistic
Time-bound
Factors affecting
goals
Human factors
affecting goals
Ranking ( ) ( ) ( )
7.1.2.2 – 4
7.1.3.3 – 4
- 21 -
PERSONAL EFFECTIVENESS
Annex B – Time Log
Underpinning Knowledge covered
Time log and its uses
Instructions for worksheet
This is a tool that participants may use to help them in their goal setting
process. They may use other formats but the format must fulfill the following
Goal setting guidelines and must be met
Ranking of goals according to immediacy and criticality must be
demonstrated
7.2.1.5
Time (start / Activity Value of
end time) activity
0900hrs to
1000hrs
1000hrs to
1100hrs
1100hrs to
1200hrs
1200hrs to
1300hrs
- 22 -
PERSONAL EFFECTIVENESS
Observation checklist
Observation of behaviour can be either through a simulation or at the
workplace
Underpinning Knowledge covered
The interpretation of an organisation’s formal structure
Definition of roles and responsibilities
What are credit applications and how to use and maintain credit
The types of bills and how to interpret them
Types of wages
Component of wages
Items on the pay slip and IR8A form
What are job requirements
Types of information required for application of a job
PC no. Observation Observed Not
Observed
7.1.4.1 Participant is able to read his
7.1.4.1
organisational chart
7.4.1.1 – 2
7.4.1.1 Participant are able to interpret 7.4.2.1 – 3
credit application requirements 7.5.1.3/.7
7.4.1.2 Participant is able to interpret bills
7.4.2.1 Participant is able to interpret the
/.2 type and components of wages
7.4.2.3 Participant is able to interpret
IR8A and pay slip
7.5.1.3 Participant is able to identify the
job requirements of a job
advertisement
7.5.1.7 Participant is able to complete a
job application form accurately
and completely
- 23 -
PERSONAL EFFECTIVENESS
Oral Questionnaire
Oral questionnaire can be administered at an appropriate time during
the course of the programme
Oral questionnaire may be converted into a written exercise where
appropriate
Underpinning Knowledge covered
Advantages of setting goals
When to review and re-set goals
What is continuous learning and its importance
The benefits of prioritizing work according to goals set
Procedures to identify tasks critical to achieving goals
What is the purpose of the organisation performance review systems
PC no. Oral Question C NYC
7.1.2.1 Why is it important to set goals? 7.1.2.1
7.1.2.5
7.1.2.5 Why do we need to review our goals 7.1.4.8
constantly? 7.2.1.1 – 2
7.5.6.2
7.1.4.8 Why do we need to adopt continuous
learning?
7.2.1.1 Explain the benefits of prioritizing work.
7.2.1.2 How do you determine which task is more
important?
7.5.6.2 What is the purpose of performance
review systems?
- 24 -
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