-3428992959100 PROJECT PORTFOLIO STUDENT

-3428992959100 PROJECT PORTFOLIO STUDENT

PROJECT PORTFOLIO STUDENT

-3936994394200BSBTWK502

BSBTWK502

-4063994927600MANAGE TEAM EFFECTIVENESS

MANAGE TEAM EFFECTIVENESS

Table Of Contents

TOC h u z Section 1: Establish a team performance plan6Section 2: Develop and facilitate team cohesion9Section 3: Liaise with stakeholders11

Student name: Megha Khurana

Assessor: Rajni Ratra

Date: 28/01/2023

Business this assessment is based on: Social start up those manufactures tablet computers

Team this assessment is based on: Sales Team of World education

Documentation reviewed as preparation: Simulation Pack, Student Guide

Section 1: Establish a team performance plan

Team Name: SALES TEAM

What will your role in the team be and who are your team members?

State their roles in the team and provide a short description.

My role in the company is asa sales manager and I am working with three sales representatives: Jay Santos, Jane Stone, and Jala Singh. As a sales manager, I must ensure that the company achieve its revenue goals through their work.

1. Jay Santos

Jay has been with this company for a half a year. His main charge is to connect with people of various languages (customers, business associations) in order to close agreements and develop promotion strategies.

2. Jane Stone

Jane has recently joined our company as a sales representative. She is trying to learn new schemes and to place her negotiating skills to the test. So, her main job is to learn new planning procedures to help an organization.

3. Jala Singh

Jala has been in this company for 10 years who serves as an excellent example of maintaining a good connection with public and limited-time events. He loves talking to the people and main duty is to assist the IT group with ideas and visions for the business, and help the business to maintain a healthy public relationship.

Reference

https://drive.google.com/file/d/12YfoJNTK5KxJp8bDLrEkS_dJyugL2wKE/view?usp=drive_web&authuser=0Provide an overview of the purpose of the team in line with organisational objectives.

What is the team seeking to accomplish?

The team's purpose is to make sure to increase the revenue of the company. Make the plan for business to consumer to gain customer satisfaction and increase sales of the business.

The team is seeking to promote the brand name in the competitive market which will help to maintain good relations with the customer. The team also ensuring to keep the establishment's site up to date.

Team manager responsibilities

What is the role of a manager or team leader?

As the team leader, there are many responsibilities are as follows:

the objectives and goals of the company are achieved

Always hold group meetings and to recognize any problems within the team and provide solutions.

Always praise team members and open with their team members

Maintain a good relationship with all the team members to know their strengths, and weakness.

Make sure to provide and get feedback from the team members, set deadlines for any project, implementation of rules, and help with any issues the team members may have.

Team tasks

What are the main tasks and activities the team needs to do?

What input was received from the stakeholder/s?

What input was received from your team member? They include the following:

-Implement the appropriate actions for 2021, Such as virtual events.

-Coordinate with the marketing team to develop a brand name.

-Increase your customer base by 10% to increase the sales of the business

-Identify and then apply a CRM plan that can be linked to t

Stakeholder and team member input includes:

1. Hold one to one session to get to know each other better.

2. Provide mentoring to the new team member

3. Create a timetable sheet to work within a specific project deadline.

4. Conduct a survey, carry out research on consumer preferences, and analyse consumer demands.

5.Open communication with higher authorities

Team member tasks and KPIs

How did you decide which task to assign to each team member?

What are the timelines for completing each task?

I selected a project to distribute the task to each member as per their capabilities and professions they have been doing in their field of work.

Sales Manager: employ agent for the sales by the end of the year and provide training. And evaluate the sales record annually.

Representative: By JUNE 2021, Jane stone will set up a virtual event

as she is more forward into learning, and she is still a new staff.

Representative: Jala Singh will investigate a CRM plan by July 2021

because of his experience with the ICT business. Attempt to make

effort with the public relations objective and keep up it in like way by August 2021.

Representative: Due to his social capacities, Jay Santos will work

with the marketing of a brand and to develop a brand and give advance mentoring.

Setting KPIs

Outline the key performance indicators for each task. Effective guidelines for each task

Marketing of a brand

Create a customer relationship management for the business

Event planning and strategy

Supporting the members of a team to achieve expected performance outcomes

1.Reviewing the tasks regularly.

2.Available for the team anytime to get the performance outcomes

3.Communicating with team member on a daily basis

4. Planning and alternative strategies for task completion

Attach:618593143510 Link to business website About page or corporate brochure that summarises what the business does OR Simulation Pack if using case study

Team Performance Plan

Slides, visual aids or video clips You have to make powerpoint slides for this.

You as team leader has to mentor your team who is not working cohesively.

17222011355

6495285127465TEAM performance PLAN: [Sales Team]

Team vision/purpose Performance indicator Tasks/responsibilities Person responsible Planned start Planned end

Increase Sales

Marketing

Good customer relations

Development of the brand Sales

Employee Engagement

Product engagement

Customer Acquisition cost Employ another sales agent by the end of the year. Calculate sales profit yearly Sales Manager April 2021 March 2022

will set up a virtual event procedure as she is more forward into learning, anyway she is still a new staff. Jane Stone April 2021 April 2021

will investigate a fitting CRM because of his association with the ICT business. Attempt to make a game plan with the objective that we can see more into public association Jala Singh July 2021 August 2021

will work with the displaying gathering to develop a brand and give advance mentoring Jay Santos April 2021 April 2021

Section 2: Develop and facilitate team cohesion

Complete this section after the meeting.

Policies and procedures

How did you develop/ modify the Internet Use Policy?

Attach internet usage policy here Ensure the policies and procedures being created are reasonable.

Information easily available to the employees.

Set deadlines for accepting each rule and technique.

Determine the best way to calculate your employees understanding of policies and procedures

Develop team cohesion

What were the communication skills you applied when giving feedback?

What are the issues, concerns, problems highlighted?

How did you help team members identify issues?

How did you apply your problem-solving skills?

How did you encouraging team members to take responsibility for team activities?

Listening to the topic keywords, suggesting that employees must be clear on the topic so that it can be easily analyzed, and requested employees to be open, honest, positive, and straightforward.

Poor coordination, lack of communication, negative feedback, no suitable financial plan for CRM.

Analysing issues and specify the issues to team members, encourage team towards problem solving principle, make sure that the team understand what is required of them that if there are issues to deal with, and they will be able to identify them fast

By improving plans

By analysing reports

Evaluating the solution effectiveness

The easiest way to get your team to take responsibility for activities by communicating their roles and responsibilities.

Always provides positive feedback.

Allowing them to have more input and set their standards at work.

Facilitate teamwork

How did you adapt your personal communication style to build positive working relationships?

Model desired behaviour and practices Communicating with my team regularly, encourage teamwork by providing suggestions, provide feedback, always ask questions.

1. Specification of roles and responsibilities

.2. Meeting deadlines

3.Sharing information and maintain communication

4. Sharing feedback in a manner that doesnt offend team member

5. follow up regularly.

Promote collaboration

Encourage and foster shared understanding of purpose, roles and responsibilities -Ensure team members take responsibility of each task.

-Distribution of information during meetings.

-Maintaining common goal.

-Demonstrating desired behaviour and practices

- software use for collaboration.

Complete this section after the brainstorming session.

Develop a process for addressing concerns.

What were your ideas?

Outline the process you developed Group Discussion, asking feedback and suggestions from team members, seminars for addressing concerns.

The process that I have developed are; open communication to raise questions, one to one meetings, reporting team members to project manager, project Framework reports to line manager, line manager then reports to stake holders.

What brainstorming and group leadership techniques did you use? Brainwriting method to generate creative ideas

Mind mapping to write down the ideas, thoughts to take out the connection in those ideas

Star Bursting to create various kind of questions to the ideas answers

Attach:618593143510 Internet Usage Policy and procedures

Please attach internet usage policy

Section 3: Liaise with stakeholders

Communicating with line management

You can use this space to plan your ideas if you like but you must include the emails as attachments

Create your email to your line manager. Include:

What were the issues?

What solutions are you proposing?

Create an email to your team. Include:

What was the decision line management informed you of?

When will this change occur?

How will it affect the team?

Attach to your portfolio. LINE MANAGER FROM: LUCAS TOXOPEUS

TO: LINE MANAGER

SUBJECT: TEAM ISSUES

Good morning, Line Manager, Hope this email finds you well. I am writing this email to aware you about issues we had in the sales team. The main issue is communication, most of the team members know their daily tasks and think that there is no need to communicate with other team members which I believe is unacceptable as it makes difficult for the whole team to work. I am thinking to implement a communication plan as well as a team training classes on communication and importance of communication at work.

Regards

Lucas Toxopeus

TEAM FROM: LUCAS TOXOPEUS

TO: TEAM MEMBERS

SUBJECT: COMMUNICATION PLAN AND TRAINING

Good morning team,

Hope you are all well.

I'm writing this email to tell you that I have planned to implement a communication plan and training to encourage the communication ability as I believe that we have an absence of communication in our team which is a requirement to accomplish the organization objectives.

If you have any questions or concerns, please feel free to ask me.

Regards

Lucas Toxopeus

Liaising with stakeholders

How can a manager establish open communication processes with stakeholders?

What unresolved issues, concerns and problems needs to be communicated to stakeholders? A manager can establish open communication process with stakeholders as follows:

1- By maintaining transparency between manager and stakeholders.

2-Provides clear and up to date information to the stakeholders to keep open communications clear.

3-Always try to get response from the stakeholders and do a follow up email to maintain that communication.

4-Always straightforward.

Unresolved issues that need to be talked to stakeholders:

1. The present state of the project and the next steps of the project

2. Any problems that have arisen within the team about the project

3. Lack of cooperation with the other marketing agencies

4. The timeline or the deadline for the project.

Applying feedback

What feedback did you receive from the stakeholders?

How did you address their concerns?

Partners were so much understanding and appreciate our hard work and the problems we are facing with our team, and gave us a suggestion about taking a creative class. They wished us to change the project plan and their conclusions as it was seeming as an error and unprofessional.

The team lead will adopt important instructional classes and provide partners with class expenses.

Attach:618593143510 Presentation slides You need to make powerpoint slides for the whole of the project portfolio.

Email to line manager

Email to team