Unit CMI321 Managing Own Personal and Professional Development Assessment | BCU

UNIT CMI321 ASSESSMENT

LEARNER INSTRUCTIONS

Each task in this assessment booklet has been developed to enable you to evidence achievement of the learning outcomes and assessment criteria for CMI 321: Managing Own Personal and Professional Development. Each of the assessment criteria must gain a pass outcome for you to successfully achieve the unit.

Preparation for the assessment

• Before you begin the assessment booklet please read the CMI 321 unit specification thoroughly as only the content related to the achievement of the assessment criteria will be assessed.
• Research the topics being assessed. Suggested reading/web resources are provided on the CMI 321 unit specification. Your tutor may signpost you to relevant resources. Additionally, you may access excellent online resources at Management Direct members.md.cmi Please note that if you have a customised site the link will differ, please contact your Centre for clarification.
• If you are enrolled on the Trailblazer Apprenticeship programme you are encouraged to review the Apprenticeship Standard for Team Leader/Supervisor.

Completing the assessment booklet

• The assessment booklet contains a series of tasks which are clearly referenced to the relevant assessment criteria and indicative content.
• Refer to the Assessment Guidance Table at the end of the assessment booklet which outlines the requirements for a Pass or Refer.
• Evidence must be provided in the main body of the assignment booklet. Additional work based evidence such as plans or documentation (which has been referred to within the main text) should be included at the end of the booklet marked ‘Work Based Evidence’. Appendices are not a requirement of this assessment brief.  If appendices are included these will not be marked or moderated by the CMI.
• Work based evidence must be accompanied by a supporting statement in the learner evidence box, to explain the link to the assessment criteria. Work based evidence (where required by the task) must not exceed SIX (6) pages.  Files embedded in the booklet must not exceed 10MB.
• The assessment booklet must be completed in a professional manner (e.g. applying business conventions for writing formal reports) and by using Microsoft Word, Rich Text Format or another compatible software programme.
• The assessment booklet must be saved as a word document (.doc or .docx) and not in a PDF format.
• An appropriate referencing system (such as Harvard Referencing) must be used to ensure the original source(s) of quotations or models can be verified.
• Finally, you must sign the Learner Authenticity statement (an electronic signature is accepted).

Learner support

For information regarding policies and procedures for assessment (e.g. special assessment arrangements, learner support, appeals, complaints, certification, confidentiality, plagiarism) you should contact your tutor or Centre manager and refer to the CMI Level 3 in Principles in Management and Leadership Syllabus.

LEARNER STATEMENT/DECLARATION OF AUTHENTICITY

This statement must be completed and electronically attached to the completed assessment submitted to CMI. Any pieces of work that do not have this signed statement/declaration are inadmissible and will be returned to the Centre.

Section 1 –

I __Reena Fernandez________________________________________ confirm that the work submitted is my own and that I am the sole author of this completed assessment and Sections 1 & 2 of this form have been checked and completed before submission. I have referenced/acknowledged any sources of information and Artificial Intelligence (AI) tools used in the submission; in line with the Qualification Handbook, CMI’s Assessment Guidance Policy and CMI’s Plagiarism, Collusion and Artificial Intelligence (AI) Statement.

I consent to this assessment, or any extract from it, to be anonymised following which it may be used for assessment standardisation and, where appropriate, for the dissemination of good practice. The assessment will be kept in accordance with GDPR, if you have any concerns regarding this, please refer to our Data Privacy Policy

Section 2 –

I understand that a false declaration is a form of malpractice.

GUIDELINE WORD COUNT

The written word, however generated and recorded, is still expected to form the majority of assessable work produced by Learners at Level 3. The amount and volume of work for this unit should be broadly comparable to a word count of 2000-2500 words within a margin of +/-10%.  The excessive use of word count is not grounds for referral, however the CMI reserve the right to return work to the Centre for editing and resubmission by the Learner.

The following are excluded from inclusion in word count if used and not required by the assessment brief an introduction to a job role, organisation or department, index or contents pages, headings and sub headings, diagrams, charts and graphs, reference list or bibliography, reflective statement drawn from undertaking the assignment and how this has impacted the learners work.

Please see the CMI Assessment Guidance Policy for further guidance.

AIM OF THE ASSESSMENT BOOKLET

In order to meet the demands of an ever changing workplace, individuals need to ensure they continue to update and develop their knowledge and skills. Planning for personal and professional development ensures greater opportunities for success.  The purpose of the unit is to support the manager to identify the benefits of engaging in personal and professional development.  By using the knowledge gained, a meaningful development plan will be created to support them to become an effective manager in the workplace.

TASK 1: Benefits of personal and professional development

Personal and professional development has benefits for both the individual and the organisation.  This task prompts you to develop a better understanding of personal and professional development by considering the differences and similarities between the two terms and then go on to consider the benefits to both the individual and the organisation.

TASK 1a

In your own words, identify the differences and similarities between personal and professional development.

(Refer to AC1.1 Identify the differences and similarities between personal and professional development and the Indicative Content for this AC)

Differences: Personal development focuses on improving individual qualities such as confidence, communication, emotional intelligence, and self-awareness. It helps a person grow in character and mind-set, often benefiting both work and personal life.

Professional development, on the other hand, is centred on gaining or improving job-related knowledge, skills, and qualifications to enhance performance and career progression. It is usually linked to specific organisational goals and role requirements.

Similarities: Both personal and professional development aim to improve performance, motivation, and growth. They require self-reflection, goal setting, and continuous learning. Developing personally often supports professional growth, as improved confidence, time management, and teamwork contribute to better workplace effectiveness

TASK 1b

Explain THREE (3) benefits of personal and professional development for an individual.

(Refer to AC1.2 Explain the benefits of personal and professional development for the individual and the Indicative Content for this AC)

INSERT YOUR ANSWER HERE:

TASK 1c

Identify THREE (3) benefits to the organisation of individuals undertaking personal and professional development.

(Refer to AC1.3 Identify the benefits to an organisation of individuals undertaking personal and professional development and the Indicative Content for this AC

TASK 2: Informing personal and professional development

In an ever changing workplace, individuals need to ensure that they continue to update their knowledge and skills.  This task looks at how organisations support the personal and professional development of staff and how requirements for personal and professional development may be driven by legal requirements and/or professional bodies/associations.

TASK 2a

Using examples, explain how organisations support the personal and professional development of staff.

(Refer to AC2.1 Explain how organisations support personal and professional development and the Indicative Content for this AC)

My organisation supports my personal and professional development in several meaningful ways. One way is through formal training opportunities. For example, I was given access to safety and hygiene training, which I now apply daily to ensure compliance in my department. This not only improved my knowledge but also increased my confidence in handling operational responsibilities.

Another way I’ve been supported is through mentoring. When my manager was absent, I stepped up to lead the team and received informal guidance from senior colleagues. This experience helped me grow in confidence, improve communication with suppliers, and develop leadership skills that are directly relevant to my goal of becoming a Team Leader.

Lastly, regular performance reviews have played a key role in my development. I’ve used tools like SWOT analysis and 360-degree feedback to reflect on my strengths and areas for improvement. For instance, I identified that I’m strong in organisation and budget tracking, and I set SMART goals to improve my delegation and team motivation skills. These reviews help me stay focused and accountable in my development journey.

TASK 2b

There are a wide variety of professional bodies/associations that support and/or stipulate requirements for personal and professional development in different industries/sectors.

An example of a stipulation is a licence to practice in an occupational role. An example of support is to encourage individuals to keep abreast of new developments through a range of membership activities.

Using the table below select TWO (2) professional bodies/associations and identify how personal and professional development is supported and stipulated.

(Refer to AC2.2 Identify how professional bodies/associations support and stipulate requirements for personal and professional development and the Indicative Content for this AC)

TASK 3: Identifying opportunities for personal and professional development

There are a range of different methods that can be undertaken for personal and professional development.  The choice of method depends on a range of factors including individual preferences and resource implications driven by availability of finance and time.  This task considers the methods that can be undertaken to develop the individual and how to choose the most appropriate method.

TASK 3a

Scenario: To progress in a management role, it has been identified that you need to undertake further personal and professional development to develop your skills and knowledge in your occupational area.

To help you and your manager choose the appropriate method for personal and professional development:

• Compare the similarities and differences of THREE (3) different methods for personal and professional development
• Explain the resource implications (time, cost/budget, people) of each of the methods you have identified.

(Refer to AC3.1 Compare different methods for undertaking personal and professional development; AC3.2 Explain the resource implications of different methods of personal and professional development and the Indicative Content for these ACs)

TASK 3b

Explain how you would choose the most appropriate method for personal and professional development.

(Refer to AC3.3 Explain how to choose the most appropriate method for personal and professional development and the Indicative Content for this AC)

To choose the most appropriate method for personal and professional development, I would start by identifying my specific development goals and the skills I need to improve. For example, as I’m preparing for a Team Leader apprenticeship, I know I need to strengthen my leadership, delegation, and team motivation skills.

Next, I would consider my preferred learning style. I learn best through a combination of structured learning and practical experience, so I would look for methods that offer both — such as formal training supported by mentoring. I’d also reflect on past development activities that were effective, like using SMART goals and feedback from my manager.

I would then assess the resources available, including time, budget, and access to support. If formal training requires funding or time away from work, I’d need to plan carefully or seek approval. If mentoring is available internally, it might be a more flexible and cost-effective option.

Finally, I’d choose a method that aligns with both my personal goals and my organisation’s priorities. For example, combining formal leadership training with on-the-job experience and regular coaching would help me meet apprenticeship standards while continuing to contribute to my team.

TASK 4: Creating and monitoring a personal and professional development plan

For an individual to develop and grow personally and professionally a personal and professional development plan is a critical tool.  This task prompts you to step back to assess your skills and competencies, consider your personal and professional objectives, create a personal and professional development plan and explain how your goals and objectives will be monitored over time.

TASK 4a

Before creating a personal and professional development plan, you need to assess your current skills and competencies against the requirements of your role and organisational objectives.

There are TWO (2) options for answering this task.  You only need to select ONE (1) option.

Option 1: If you have already completed a similar exercise in the workplace as part of your appraisal and/or personal development planning activity, using a recognised diagnostic or assessment tool, you may present a copy of the findings to address this task.

• Include the document(s) in the Work Based Evidence section of this assessment booklet (see page 22).

OR

• Provide your evidence as separate document(s) outside of this assessment booklet.
  NB: Where separate documents are provided they must not exceed 10MB in size and must be saved as PDF documents.

Option 2: Complete the skills and competencies assessment form found on page 12-14.

(Refer to AC4.1 Assess current skills and competencies against role requirements and organisational objectives using recognised tools and techniques and the Indicative Content for this AC)

(Refer to AC4.1 Assess current skills and competencies against role requirements and organisational objectives using recognised tools and techniques and the Indicative Content for this AC)

This questionnaire outlines a range of management skills and competencies.

Complete the questionnaire and decide on your level of competence in each area, giving yourself a score
from 0-3 (3 – able to do this without any support through to 0 – you cannot do this or it is not applicable to your current role).  Each line should only contain one score.

When you have completed your assessment, write a summary of your top THREE (3) strengths and areas for development.

SUMMARY OF ASSESSMENT

Summary of top THREE (3) strengths and THREE (3) areas for development.

Three Strengths:

1. One of my key strengths is my ability to motivate and support others in the workplace. I feel confident leading by example, coaching colleagues, and helping them succeed in their roles. I also actively listen and provide constructive feedback, which helps build strong working relationships and trust within the team.
2. Another strength is my personal effectiveness. I manage my workload well, adapt to changing priorities, and stay calm under pressure. I use time management techniques to stay organised and ensure I meet deadlines, which supports both my current role and my development toward becoming a Team Leader.
3. Communication is also a strong area for me. I’m confident using both verbal and written communication, chairing meetings, and building relationships across departments. These skills help me influence others and contribute to team success.

Areas for development:

1. I’ve identified a few areas for development. I need more experience in conducting appraisals and formal reviews, as this is something I haven’t yet had the opportunity to do.
2. I’d also like to improve my ability to manage conflict and negotiate effectively, especially in challenging conversations.
3. Lastly, I want to build my project management skills — including planning, managing risk, and using project tools — so I can lead initiatives more confidently in the future.

TASK 4b

Create a personal and professional development plan to meet agreed objectives.

There are TWO (2) options for answering this task.  You only need to select ONE (1) option.

Option 1: If you have already completed a personal and professional development plan in the workplace, you may present a copy of the findings to address this task.

• Include the document(s) in the Work Based Evidence section of this assessment booklet (see page 22).

  OR

• Provide your evidence as separate document(s) outside of this assessment booklet.
  NB: Where separate documents are provided they must not exceed 10MB in size and must be saved as PDF documents.

Option 2: Using the findings from the assessment of your skills and competencies completed in task 4a, create a personal and professional development plan using the CMI template on page 16.

(Refer to AC4.2 Create a personal and professional development plan to meet agreed objectives and the Indicative Content for this AC)

Personal and professional development plan

TASK 4c

Explain how the personal and professional development plan presented in task 4b will be monitored.

(Refer to AC4.3 Explain how the personal and professional development plan will be monitored and the Indicative Content for this AC)

The personal and professional development plan outlined in Task 4b will be kept on track through regular reviews, feedback, and monitoring against SMART objectives.

I’ll have meetings with my line manager at set times to go over my progress, think about what I’ve learned, and tweak the plan if necessary.

These reviews will make sure that the development activities stay relevant to my job and apprenticeship goals.

I’ll also utilise tools like a personal development log and feedback from colleagues or mentors to keep tabs on my performance improvements.

For instance, after finishing training or using new skills, I’ll jot down the results and think about how my work has evolved.

This method helps me stay accountable, track my progress, and ensure that every development activity plays a significant role in my growth as a future Team Leader.

REFERENCING AND BIBLIOGRAPHY

Use the box below to cite any external sources used in your assessment:

CIPD. (2023) Learning and Development. London: CIPD.

CMI. (2023) Level 5 Diploma in Management and Leadership: Assessment Guidance. London: Chartered Management Institute.

Mind Tools. (2023) Personal Development Plan Templates. Available at: https://www.mindtools.com/pages/article/newHTE_90.htm (Accessed: 5 November 2025).

UK Government. (2023) Health and Safety Regulations. Available at: https://www.gov.uk/health-and-safety (Accessed: 5 November 2025).

ASSESSMENT GUIDANCE

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