409575272415Learner Assessment Pack

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00Learner Assessment Pack

2857501676400Manage team effectiveness

00Manage team effectiveness

-104775723900BSBTWK502

00BSBTWK502

21019326694706Manage team effectiveness

00Manage team effectiveness

Precision Group (Australia)

Level 13, 269 Wickham St, Fortitude Valley 4006

Email: info@precisiongroup.com.auWebsite: www.precisiongroup.com.au 2020 Precision Group (Australia)

BSBTWK502 - Manage team effectiveness (Release 1)

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Version Control & Document History

Date Summary of modifications Version

14 July 2020 Version 1 final produced following assessment validation. 1.0

9 July 2021 Minor modifications to Project Assessment Task 1.1 to clarify the following:

Who the required team members are

Learner must ensure shared understanding of the team

Modified the following tasks to clarify that learner must use effective communication skills:

Project Assessment Task 1.1

Project Assessment Task 1.3

Project Assessment Task 3.3

Project Assessment Task 4.1

Minor modification to Project Assessment Task 1.5 Session Plan to align required discussion with the identified difficulties of the team

Modification to mapping in the following Practical Assessment Tasks:

Project Assessment Task 1.5

Project Assessment Task 3.2 1.1

Table of Contents TOC o "1-4" h z u Assessment Delivery PAGEREF _Toc76716996 h 5Learner Information PAGEREF _Toc76716997 h 6Steps for Learners PAGEREF _Toc76716998 h 8Reasonable Adjustment PAGEREF _Toc76716999 h 9Resources Required for Assessment PAGEREF _Toc76717000 h 10Assessment Agreement PAGEREF _Toc76717001 h 12Assessment Tasks PAGEREF _Toc76717002 h 14Short Answer Questions PAGEREF _Toc76717003 h 15Practical Assessment PAGEREF _Toc76717004 h 21Workplace Supervisor/Assessor Instructions PAGEREF _Toc76717005 h 22Project Assessment PAGEREF _Toc76717006 h 23Project Overview PAGEREF _Toc76717007 h 23Part 1. Establish Team Performance Plan PAGEREF _Toc76717008 h 24Part 2. Develop and Facilitate Team Cohesion PAGEREF _Toc76717009 h 65Part 3. Facilitate Teamwork PAGEREF _Toc76717010 h 75Part 4. Liaise with Stakeholders PAGEREF _Toc76717011 h 105Assessment Workbook Checklist PAGEREF _Toc76717012 h 132Assessment Workbook Checklist PAGEREF _Toc76717013 h 133Recording PAGEREF _Toc76717014 h 136Record of Assessment PAGEREF _Toc76717015 h 137

Learner InformationThis Learner Assessment Pack is designed to assist you in assessing the learners completing the assessment for BSBTWK502 - Manage team effectiveness. It may refer to your own workplace/organisation, or to a simulated business provided by your assessor.

The assessment tasks include Short Answer Questions where you need to demonstrate your knowledge and understanding of the unit, and the Practical Assessment, where you need to demonstrate your skills required in the unit. It is recommended that you complete the Practical Assessments in your own workplace/organisation. If you dont have access to a real workplace, you can complete the assessment in a simulated environment where resources and conditions similar to a workplace must be accessed. Ensure to discuss this with your assessor prior to commencing with the assessment.

Before you commence your assessment, ensure that you have a good knowledge of the subject, have thoroughly read your Learner Resource, and clearly understand the assessment requirements and the expectations of the industry to which the assessment is related.

You will be required to demonstrate knowledge and skills which must be observed directly by your assessor. Where the observation task may be difficult for the assessor to directly observed, a video recording of the practical observation task must be submitted as supplementary evidence. Verification from at least one third-party signatory, and preferably two or more witnesses is required to confirm your demonstration of these practical knowledge and skills. These witnesses would usually be your current or recent supervisors, or your assessor.

The assessment tasks are based on a simulated workplace Bounce Fitness.

Instructions are given for each task. If you have questions, or unclear how to proceed, consult with your assessor.

Steps for LearnersYour Learner Assessment Pack:

Upon receiving your Learner Assessment Pack, discuss with your assessor the expectations and requirements of this assessment. You may also need to supply contact details of one or two work referees who can confirm your skills in the industry.

Discuss with your assessor if you intend to undertake the practical assessment tasks based on your employing organisation, in a simulated business, or in a mix of both.

Your Learner Assessment Pack is where you will get the task information. Complete each task as instructed using either your own workplace, or using a simulated business, as discussed with your assessor.

After you complete your assessment, gather and submit your evidence documents as detailed in the task(s) in the timeframe agreed with your assessor.

Your assessor will advise you if there are any further steps for you to take to satisfactorily complete this assessment.

Resources Required for AssessmentTo complete the Practical Assessment projects, you will require access to:

Computer with internet and email access and a working web browser

Installed software: MS Word, Adobe Acrobat Reader

A workplace that will allow you access to:

Workplace documentation, including:

Documents related to the teams task

Documents related to a task can include, but are not limited to:

Project Plans

Policies and Procedures

Organisational business objectives

Workplace documents that contain organisational protocols:

When conducting consultations

During meetings

These can include, but are not limited to the following:

Policies and Procedures

Staff Handbook

Organisational policies and procedures for employee accountability

People, including:

One supervisor

At least two team members

Team members refers to individuals that you must work with to complete a common task. They can include individuals from your work team or individuals you are currently collaborating with to complete a project

One internal stakeholder relevant to the teams task

Other internal stakeholders may include, but are not limited to the following:

Senior Management

Team Leaders

Coordinators

Workplace documents that contain feedback from external stakeholders

Workplace documents can include, but are not limited to the following:

Feedback forms

Emails received from external stakeholders

External stakeholders may include, but are not limited to the following:

Clients

Suppliers

Resources required for the following:

Delivering formal learning opportunities

Resources required will depend on the specific formal learning opportunity identified

Conducting team activities

Resources required will depend on the specific team activities identified in Task 3.1.

An opportunity for your team to undertake a task during the period of this assessment

Accessing Intranet Pages and External Links

Throughout this workbook, you will be asked to access specific pages from the simulated business, Bounce Fitness. Links to these pages are formatted in Blue Text.

To access these, hold the Ctrl key for Windows users while clicking on these links. For Mac users, directly click the link.

The simulated business, Bounce Fitness, can be accessed by going to http://bouncefitness.precisiongroup.com.au.

Assessment Cover Sheet BSBTWK502 Manage team effectiveness

Students name: Assessors Name: Date:

Is the Student ready for assessment? Yes No

Has the assessment process been explained? Yes No

Does the Student understand which evidence is to be collected and how? Yes No

Have the Students rights and the appeal system been fully explained? Yes No

Have you discussed any special needs to be considered during assessment? Yes No

The following documents must be completed and attached

o Assessment Task 1 - Knowledge Test Checklist

The student will complete the written activity provided to them by the assessor.

The Written Activity Checklist will be completed by the assessor. S NYS

o Assessment Task 2 Project Checklist: Establish Team Performance Plan

The student will complete the practical activity provided to them by the assessor.

The Practical Activity Checklist will be completed by the assessor. S NYS

o Assessment Task 3 Project Checklist: Develop and Facilitate Team Cohesion

The student will answer a range of questions either verbally or written.

The Questioning Checklist will be completed by the assessor. S NYS

o Assessment Task 4 Project checklist: Facilitate teamwork

The student will complete the Work Task provided to them by the assessor.

The Work Task Checklist will be completed by the assessor. S NYS

o Assessment Task 5 Skills Checklist Project: Liaise with Stakeholders

The student will complete the Work Task provided to them by the assessor.

The Work Task Checklist will be completed by the assessor S NYS

I agree to undertake assessment in the knowledge that information gathered will only be used for professional development purposes and can only be accessed by the RTO:

Overall Outcome oCompetentoNot yet Competent

Student Signature: Date:

Assessor Signature: Date:

Result and Feedback

Feedback to Student:

Overall Outcome oCompetentoNot yet Competent

Assessor Signature: Date:

Assessment Task 1: Knowledge TestClick or tap here to enter text.

Assessment type

Written Questions

Instructions provided to the student:

Assessment task description:

This is the first (1) assessment task you must successfully complete to be deemed competent in this unit of competency.

The Knowledge Test is comprised of seven (7) written questions

You must respond to all questions and submit them to your Trainer/Assessor.

You must answer all questions to the required level, e.g. provide an answer within the required word limit, to be deemed satisfactory in this task.

Applicable conditions:

All knowledge tests are untimed and are conducted as open book assessment (this means you can refer to your textbook during the test).

You must read and respond to all questions.

You may handwrite/use a computer to answer the questions.

You must complete the task independently.

No marks or grades are allocated for this assessment task. The outcome of the task will be Satisfactory or Not Satisfactory.

As you complete this assessment task, you are predominately demonstrating your written skills and knowledge to your trainer/assessor.

Resubmissions and reattempts:

Where a students answers are deemed not satisfactory after the first attempt, a resubmission attempt will be allowed.

The student may speak to their trainer/assessor if they have any difficulty in completing this task and require reasonable adjustments.

For more information, please refer to the Training Organisations Student Handbook.

Location: Classroom

Instructions for answering the written questions:

Complete a written assessment consisting of a series of questions.

You will be required to answer all the questions correctly.

Do not start answering questions without understanding what is required. Read the questions carefully and critically analyse them for a few seconds; this will help you to identify what information is needed in the answer.

Your answers must demonstrate an understanding and application of the relevant concepts and critical thinking.

Be concise, to the point and write answers within the word-limit given to each question. Do not provide irrelevant information. Remember, quantity is not quality.

You must write your responses in your own words.

Use non-discriminatory language. The language used should not devalue, demean, or exclude individuals or groups based on attributes such as gender, disability, culture, race, religion, sexual preference or age. Gender-inclusive language should be used.

When you quote, paraphrase, summarise or copy information from other sources to write your answers or research your work, always acknowledge the source.

Purpose of the assessment

This assessment task is designed to evaluate students knowledge essential to contribute to organisational performance development in a range of contexts and industry settings and knowledge regarding the following:

Knowledge of the purposes and benefits of an organisational performance development program

Knowledge of the components of an organisational performance development program

Knowledge of the organisational performance development program design principles

Knowledge of the roles in an organisational performance development

Knowledge of the legislation and organisational policies relevant to organisational performance development, including confidentiality and privacy requirements

Knowledge of the key methods for evaluating and reporting on organisational performance development programs..

Task instructions

This is an individual assessment.

To ensure your responses are satisfactory, consult a range of learning resources and other information such as handouts, textbooks, learner resources etc.

There are twelve (12) written questions in this assessment pack.

The student must attempt all questions.

Instructions/Guidelines such as word limit, what is expected from the student, example answer etc., have been given to each question.

The student must complete this task individually.

The students answers must demonstrate understanding and application of relevant concepts and critical thinking.

To be assessed as Satisfactory in this assessment task, all questions must be answered correctly.

Short Answer QuestionsQuestion 1

Complete the table below:

Identify at least two effects of group dynamics on team performance

Briefly explain how each effect of group dynamics impacts team performance

Group dynamics refers to the processes that occur when members of a group interact with each other, thus affecting how the group functions.

Effects of Group Dynamics Impact on Team Performance

Sport team performance When team member then we achieve more goals

Hinder team performance sometimes the season are not best when we do this for the sake of keeping harmony in the group

Question 2

Identify two methods that can be used to communicate with team members to establish team activities.

One option is to bring everyone for a discussion either in person or via video call.

b. by email or chat apps or worker platform to share updates.

Question 3

Complete the table below:

Identify at least one strategy for each outcome below.

Strategies identified must allow team leaders to provide support to their team to achieve each outcome listed below.

Briefly explain how each strategy identified can allow the team leader to demonstrate support to achieve each outcome listed

Outcome strategy Explanation on How Each Strategy Allows Demonstration of Support to Achieve Each Outcome

Cohesion among team members Encouragement Encouraging Members will help them in better communication and understanding.

Team members participation in tasks Ask for feedback. feedback helps team members to share their ideas and thought.

Team members performance constructive feedback constructive feedback boosts each member confidence and encourage them to do better.

Question 4

Complete the table below:

Identify at least two strategies for gaining consensus in a team.

Briefly explain how each strategy can be used to gain consensus

Consensus refers to the decision that members of a team collectively agree on as the best decision to make on the matter being discussed.

Strategy Brief Explanation on How Each Strategy Can Be Used to Gain Consensus

Open discussion

Open discussion allows team to discuss their ideas for better seasons.

Ballot system, will be decided by the vote which is easy to accept by everyone.

Question 5

Complete the table below:

Identify two strategies that can be used to resolve issues between team members.

Briefly explain how each strategy can be used to resolve issues.

Strategy Brief Explanation on How Each Strategy Can Be Used to Resolve Issues

Open communication

open communication explanation of communication discusses the issues at hand and allow them to settle with one another.

involvement of all parties Involvement of all parties will help to take the informed the season

BSBTWK502 Manage team effectiveness

ASSESSMENT Task 1 Knowledge Test Checklist

Students Name George Ammanuel homeh

Assessors name: Satisfactory response: Yes No

1 Identified at least two effects of group dynamics on team performance

Explained how each effect of group dynamics impacts team performance

2 Identified two methods that can be used to communicate with team members to establish team activities.

3 Identified at least one strategy for the listed outcomes

Explained how each strategy identified can allow the team leader to demonstrate support to achieve each outcome listed

4 Identified at least two strategies for gaining consensus in a team.

Explained how each strategy can be used to gain consensus

5 Identified two strategies that can be used to resolve issues between team members.

Explained how each strategy can be used to resolve issues.

Feedback to Student:

Result o Satisfactoryo Not Yet Satisfactory

Assessors Signature:Joujou Date:

Practical AssessmentThe Practical Assessment is a set of tasks that must be completed in a workplace, or in an environment with conditions similar to that of a real workplace.

To be assessed for this unit of competency, you must demonstrate your skills and knowledge to lead teams in the workplace and to actively engage with the management of the organisation.

Assessments 2 to 5: Projects Project Overview

This project will require you to manage team effectiveness.

The project is divided into four parts:

Project Assessment Part 1 Establish Team Performance Plan

Project Assessment Part 2 Develop and Facilitate Team Cohesion

Project Assessment Part 3 Facilitate Teamwork

Project Assessment Part 4 Liaise with Stakeholders

Tasks and activities in this project assessment require you to have access to a workplace or a similar environment.

Read the instructions in this project carefully before proceeding.

Resources Required for Assessment

Resources you need to access to complete this assessment are outlined in the Resources Required for Assessment section of this workbook and in the task overview of each part of the assessment.

Forms and Templates

Assessment forms and templates are provided in each task in this Project Assessment, unless otherwise specified.

Assessment Task 2 Project: Establish Team Performance PlanAssessment Task Instructions

This assessment is to be submitted individually.

To ensure your responses are satisfactory you should consult a range of learning resources and other information such as handouts, textbooks, learner resources etc.

You must document your responses in the provided template.

This assessment involves a role play, which must be completed in class. If you do not complete this role play, you cannot complete and submit your assessment and cannot be assessed as competent.

You must be concise, to the point and write answers according to the given word limit to each question and not provide irrelevant information.

You must write your responses in your own words.

You will be required to complete all parts of this assessment task.

Project Overview

This part of the project requires you to develop a team performance plan and communicate the team performance plan to relevant stakeholders. Specifically, you are required to:

Identify team purpose, roles, responsibilities in work teams according to organisation and task objectives

Develop performance plans with expected outcomes, key performance indicators (KPIs) and goals for work team

Support team members in meeting expected performance outcomes

Establish open communication processes with relevant stakeholders

Resources Required:

To complete this project, you will need access to the following:

A workplace that will allow you access to:

Workplace documentation

Documents related to the teams task

Documents related to a task can include, but are not limited to:

Project Plans

Policies and Procedures

Organisational business objectives

Workplace documents containing organisational protocols to follow when conducting consultations

Resources required for delivering formal learning opportunities

Resources required will depend on the specific formal learning opportunity identified

People, including:

At least one supervisor

At least two team members

An opportunity for your team to undertake a task during the period of this assessment

Task 2.1 Establish a Team Performance Plan

-365760-26035000ASSESSMENT INSTRUCTIONS

Seek an opportunity within your organisation for your team to undertake a task for this assessment. Ensure that the task your team will undertake can be completed within the period of your assessment.

Access the following documents from your organisation:

Workplace documents that include information on your organisations business objectives

Workplace documents related to your teams task that includes information about the task objectives

Documents related to a task can include, but are not limited to:

Project Plans

Policies and procedures

Identify the following from the documents accessed:

At least two task objectives

Task objectives refer to what the team must aim to achieve to be able to say that they completed the task. Refer to the workplace documents related to your teams task.

At least two organisational objectives relevant to the task

Access the Team Performance Plan provided within this document. Record the following in the Team Performance Plan:

At least one task the team will undertake

At least two task objectives

At least two organisational objectives relevant to the task

Arrange a meeting with your team members. Ensure that your team has at least two team members.

Locate the Observation Form provided within this workbook. The Observation Form outlines all the skills you need to demonstrate in this task. Provide your assessor with a copy of the Observation Form.

Review the instructions here and the skills outlined in the Observation Form. Arrange a

time with your assessor to observe you in conducting the team meeting. Discuss all requirements of the task with your assessor and prepare these before the team meeting.

Your assessor will complete the Observation Form.

If direct observation is not possible, record the meeting in a video. Ensure to obtain permissions first from persons involved before doing so.

Conduct the team meeting. You must:

Discuss the following that you have identified:

At least one team task

At least two task objectives

At least two organisational objectives relevant to the task

Identify the teams purpose for conducting the task

Purpose refers to why the team must conduct the task identified. Purpose identified must correspond with the tasks objectives.

Identify at least one SMART team goal.

Goal refers to a general objective that the team aims to achieve by the end of the task (e.g., increase company profits).

SMART is the criteria that ensures that goals are Specific, Measurable, Attainable, Relevant, and Time-bound.

Identify at least one expected outcome related to the task for the whole team.

Expected outcomes are the specific, quantifiable outcomes that the team hopes to achieve by the end of the task (e.g., increase company profit by 50% by the last quarter)

Discuss the following requirements for each team member, including yourself:

Individual roles within the organisation

Identify at least one role of each team member.

Role refers to the short description of what each team member does within the organisation (e.g., fitness trainer)

At least one responsibility for each team member

Responsibility refers to the individual tasks assigned to each member related to the teams task.

At least one SMART goal

At least one expected outcome

Encourage your team to understand everyones part

Foster your teams understanding of everyones part

Demonstrate effective communication skills

Record the results of your discussion in the Team Performance Plan template.

Do not write anything on the Key Performance Indicators (KPIs) section. This will be completed in the following task.

Submit the following to your assessor:

Partially completed Team Performance Plan

Video recording (ONLY if assessor is not available for direct observation)

Team Performance Plan

Completed By: george homeh

Workplace/Organisation: Bounce fitness

Date: FORMTEXT

Team Requirements

Task Team performance

Task Objectives Identify changes needed in fitness classes

Fitness classes information should be easily accessible

Organisational Objectives Increase client attendance

Provide variety in classes

Purpose To come up with ways to increase client attendance by improving the fitness classes offered and the advertisements

Goal Increase client attendance.

Expected Outcome Increase client attendance by 25%.

Individual Requirements

Role Responsibility Goal Expected Outcome

Team Member 1 Handling of boxing classes Increase the client attendance. Identify ideas to advertise the classes. At least two advertisements ideas.

Team Member 2 Handling of Zumba classes Increase the client attendance. Identify ideas to advertise the classes. At least two advertisements ideas.

Team Member 3 Centre manger managing daily operations To make sure team members are completing tasks on time. Increase client attendance

Key Performance Indicators (KPIs)

Team KPIs

Area of Performance Low performance Ideal Performance High Performance

1 FORMTEXT Done in other task. FORMTEXT FORMTEXT FORMTEXT

2 FORMTEXT FORMTEXT FORMTEXT FORMTEXT

Individual KPIs

Area of Performance Low performance Ideal Performance High Performance

1 FORMTEXT Done in other tasks. FORMTEXT FORMTEXT FORMTEXT

2 FORMTEXT FORMTEXT FORMTEXT FORMTEXT

Observation Form (For Assessors Use Only)

INSTRUCTIONS TO THE ASSESSOR

The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form.

Before observing the learner:

Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment.

Ensure that the learner understands the requirements of the task and the skill requirements before proceeding.

For this assessment, the learner is required to meet with their team members to discuss the task their team will be completing and assigning tasks and responsibilities for each member. Prior to conducting the meeting, discuss with the learner to ensure that they have access to the following:

A safe environment to conduct the meeting (please tick at least one):

the workplace: Indicate location of assessment.a simulated workplace environment: Indicate location of assessment.Assessment requirements (please tick all requirements found in the assessment environment):

At least two team members

Team Performance Plan template

Video camera or a mobile phone with video recording capabilities

Only if direct observation is not possible.

Continued on the next page.

Your Role as the Observer/Assessor

You are required to observe the learner meet with their team members to discuss the task their team will be completing and assigning tasks and responsibilities for each member. The learner will provide you a copy of the Observation Form which you must complete during the observation task.

Select the method of observation to be conducted:

Direct observation

Assessor must be physically present in the assessment environment.

Observation via video recording

Learner and the assessment requirements must be present in the video recording.

Complete the Observation Form for this task:

Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task.

Indicate the date when the observation is conducted.

Tick each item in the form as YES if the learner satisfactorily demonstrates each skill requirement based on the criteria provided. Write objective feedback on how the learner demonstrated each skill requirement based on your observation.

Tick each item in the form as NO if the learner does not satisfactorily demonstrate each skill requirement. Write objective feedback including additional information on how the learner can satisfactorily demonstrate this requirement for this task.

Provide an overall feedback on the learners performance to assist the learner in addressing any areas of improvement.

Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation.

Discuss any further queries about the task and associated requirements with the learner before commencing.

Observation Form begins on the next page.

Observation Form

Learner Name: FORMTEXT George Ammanuel

Name of Workplace/Organisation: FORMTEXT Bounce fitness.

Task Title

Refer to task title. FORMTEXT Team performance plan

Date of Observation: FORMTEXT

Did the learner demonstrate the following during the meeting with team members? Yes No Comments

Uses the following techniques to confirm understanding and to engage the audience:

Use listening techniques

Did the learner:

Nod occasionally to show their understanding x FORMCHECKBOX FORMTEXT

Provide small verbal affirmations such as yes and uh-huh to encourage the speaker to continue x FORMCHECKBOX

Use questioning techniques

Did the learner:

Ask probing questions connected to what the speaker said to encourage them to elaborate x FORMCHECKBOX FORMTEXT

Paraphrase what the speaker previously said to confirm their understanding x FORMCHECKBOX Ask questions to each team member to engage them into the conversation x FORMCHECKBOX Shared understanding of purpose, roles and responsibilities is:

Encouraged

Did the learner:

Ask each team member to explain their own role and responsibility to ensure that they understood it correctly x FORMCHECKBOX FORMTEXT

Ask if team members find anything unclear about their roles and responsibilities X FORMCHECKBOX Discuss how the role and responsibilities of each member affects or influences the other members roles and responsibilities X FORMCHECKBOX Fostered

Did the learner:

Summarise everyones purpose, roles and responsibilities X FORMCHECKBOX FORMTEXT

Explain the advantage of understanding everyones roles and responsibilities X FORMCHECKBOX

Communicate effectively

During the meeting, did the learner:

Use simple and direct words to explain discussion points X FORMCHECKBOX FORMTEXT

Allow space for others to speak their thoughts X FORMCHECKBOX Speak in a polite and professional manner X FORMCHECKBOX Speak clearly and in an appropriate volume x FORMCHECKBOX Adapt personal communication style to:

Build positive working relationships

Did the learner:

Greet the participants (e.g., Good morning or how are you?) X FORMCHECKBOX FORMTEXT

Provide words of encouragement (e.g., I know it might be a bit confusing but Im sure you can get the hang of it!) X FORMCHECKBOX Show respect for the opinions, values and particular needs of others

Did the learner:

Allow others time to speak and share their thoughts X FORMCHECKBOX FORMTEXT

Incorporate all participants thoughts and opinions equally in the discussion X FORMCHECKBOX Provide additional explanation without any negativity when a participant requires it (e.g., does not become curt with their words, voice does not sound irritated) X FORMCHECKBOX

OVERALL FEEDBACK TO LEARNER

FORMTEXT

Task 2.2 Develop KPIs for the Team and Team Members

-285750-20002500ASSESSMENT INSTRUCTIONS

Review the partially completed Team Performance Plan from Task 1.1.

Develop Key Performance Indicators (KPIs) for the following. Ensure that your KPIs are based on the completed sections of the Team Performance Plan from Task 1.1.

At least two team KPIs based on the Team Requirements section

At least two individuals KPIs based on the Individual Requirements section

For both Team and Individual KPIs, you must do the following:

Identify at least two areas of performance for each KPI

Areas of performance refer to the specific aspects of the team or individual task that each team member must perform that will be measured by each KPI.

For each area of performance, briefly describe the range of performance that might be observed for each performance level below:

Range of performance refers to the kinds of performance you would classify under each performance level.

Low Performance

Performance that would fall under this category are those that show unsatisfactory performance and will need to be improved (e.g., client feedback score of < 2 for each batch of fitness classes)

Ideal Performance

Ideal performance represents the level of performance that must be demonstrated by all team members during the completion of the team or individual task (e.g., client feedback score of 3 for each batch of fitness classes)

High Performance

Performance categorised here are those that exceed expectations and baselines set by Ideal Performance (e.g., client feedback score of > 4 for each batch of fitness classes).

Each performance description must be SMART (Specific, Measurable, Attainable, Relevant and Time-bound)

Record the developed KPIs in the Key Performance Indicators (KPIs) section of the Team Performance Plan.

Communicate the completed Team Performance Plan to your supervisor.

During your communication with your supervisor, you must:

Discuss areas that may require amendment in the plan.

Apply any amendments your supervisor noted

Resubmit the Team Performance Plan for your supervisors approval

Methods of communication can vary and can include, but are not limited to the following:

Conducting a meeting

Sending an email

You will need to submit evidence of having communicated the plan to your supervisor at the end of this task. Evidence submitted must show proof of supervisors review and approval of the Team Performance Plan.

This will include, but is not limited to:

Meeting Minutes with handwritten signature of attending supervisor

Email correspondence with responses and written approval from supervisor

Communicate the approved Team Performance Plan to your team members via email. You must inform each team member that:

They must review the requirements in the plan you have sent them

You will be discussing the plan with each of them individually on a later date

You will be conducting individual consultations with each of your team members in Task 1.3 to discuss the plan.

Each team member must reply to acknowledge that they have read and understood the email received

You will need to submit evidence of having communicated the Team Performance Plan to your team members at the end of this task. Evidence must include each team members acknowledgement of your email.

This can include, but is not limited to:

PDF copy of each email correspondence

Printed copy of each email correspondence

Submit the following documents to your assessor:

Completed Team Performance Plan

At least one evidence of communicating the plan to your supervisor

This will include, but is not limited to:

Meeting Minutes with handwritten signature of attending supervisor

Email correspondence with responses and written approval from supervisor

At least two evidence of emailing the Team Performance Plan to each team member.

This can include, but is not limited to:

PDF copy of each email correspondence

Printed copy of each email correspondence

Task 2.3 Consult Each Team Member

-285750-20002500ASSESSMENT INSTRUCTIONS

To complete this task, you must hold one informal consultation with each of your team members.

Access the following documents:

Communication Requirements: Consultations template provided within this workbook.

Workplace documents that contain organisational protocols to be followed during consultations

This can include, but are not limited to, the following:

Policies and procedures

Staff handbook

Complete the Communication Requirements: Consultations template by identifying at least two organisation protocols that you must follow during each consultation.

Protocols refer to the official rules that must be strictly observed during the facilitation of each corresponding activity. Protocols identified must be implemented during all the consultations you will conduct.

Have your supervisor sign the Supervisor Declaration Form at the end of the completed Communication Requirements: Consultations. This is to ensure that the protocols you identified are in line with the organisations requirements.

Locate the Observation Form provided within this workbook. The Observation Form outlines all the skills you need to demonstrate in this task. Provide your assessor with one copy of the Observation Form.

Review the instructions here and the skills outlined in the Observation Form. Arrange a time with your assessor to observe you during the meeting. Provide your assessor with a copy of the completed Communication Requirements: Consultations before conducting the task

Your assessor must complete one Observation Form for each consultation observed

If direct observation is not possible, record each consultation in a video. Ensure to obtain permissions first from persons involved before doing so

Access your organisations Meeting Minutes template to record consultations with each member.

If your organisation does not have a Meeting Minutes template, you can use the template provided within this workbook. Complete one Meeting Minutes per informal consultation conducted.

Arrange a time to meet with each of your team members to conduct the informal consultations.

Conduct the informal consultations. During each consultation, you must do the following:

Discuss the following sections of the Team Performance Plan:

Individual Requirements

Individual KPIs

Teams KPIs

Each team member must Identify at least one expected difficulty with any of the sections discussed based on the approved Team Performance Plan

Discussion points can include, but are not limited to the following:

Aspects of their task they are not sure of

Skills they feel they need to improve on to meet expected outcomes and goals

Provide the team member with at least one advice on how they can address the expected difficulties

Advice provided can include, but are not limited to the following:

Practices the team member can adopt when they perform their task

Resources the team member can access to gather more information

Demonstrate effective communication skills

Record the responses in the Meeting Minutes template. Have each team member sign beside their name after the meeting. All signatures must be handwritten.

Submit the following to your assessor:

Completed Communication Requirements: Consultations

At least two completed Meeting Minutes

Video Recording (ONLY if direct observation is not possible)

Communication Requirements: Consultations

Completed By: George Ammanuel homeh

Workplace/Organisation: Bounce fitness

Date: FORMTEXT

Organisational Protocols

Inform the team member the consultation and agenda.

Provide the team member with enough time to share their ideas.

Meeting Minutes

Date: FORMTEXT Time: 9:00 Location: meeting room

Purpose of the meeting Discussion of team requirements

Facilitator george

Notetaker george

Attendees

Please sign beside your name after the meeting. Team member 1

Team member 2

Team member 3

Team member 4

Agenda Item 1 Team Performance Plan

Discussion - individual requirements

individual KIPs

team KPIs

Agenda Item 2 Advice on Addressing Difficulties

Discussion collection of necessary information

strategies to perform the task.

Observation Form (For Assessors Use Only)

INSTRUCTIONS TO THE ASSESSOR

The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form.

Before observing the learner:

Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment.

Ensure that the learner understands the requirements of the task and the skill requirements before proceeding.

For this assessment, the learner is required to conduct an informal consultation with each team member. Prior to conducting the informal consultations, discuss with the learner to ensure that they have access to the following:

A safe environment to conduct the informal consultations (please tick at least one):

At least two team members

Meeting Minutes template

Video camera or a mobile phone with video recording capabilities

Only if direct observation is not possible.

Continued on the next page.

Your Role as the Observer/Assessor

You are required to observe the learner meet each team member to discuss their expected difficulties and how they can address these. The learner will provide you a copy of the Observation Form which you must complete during the observation task.

Select the method of observation to be conducted:

Direct observation

Assessor must be physically present in the assessment environment.

Observation via video recording

Learner and the assessment requirements must be present in the video recording.

Complete the Observation Form for this task:

Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task.

Indicate the date when the observation is conducted.

Provide an overall feedback on the learners performance to assist the learner in addressing any areas of improvement.

Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation.

Discuss any further queries about the task and associated requirements with the learner before commencing.

Observation Form begins on the next page.

Observation Form

Learner Name: FORMTEXT George Ammanuel homeh

Name of Workplace/Organisation: Bounce Fitness

Task Title

Refer to task title. Team discussion

Date of Observation: FORMTEXT

Did the learner demonstrate the following during the consultation with each team member? Yes No Details of Observation

Provide feedback to others in forms that can be understood and used to improve performance x FORMCHECKBOX FORMTEXT

Communicate all information effectively

Did the learner:

Use simple and direct words to explain discussion points x FORMCHECKBOX FORMTEXT

Follow the logical sequence and does not jump from topic to topic X FORMCHECKBOX Speak in a polite and professional manner x FORMCHECKBOX Speak clearly and in an appropriate volume x FORMCHECKBOX Use appropriate conventions when speaking to others

Did the learner:

Answer all question and clarification a team member may have x FORMCHECKBOX FORMTEXT

Allow time for the team member to gather their thoughts when providing a response x FORMCHECKBOX

Use interpersonal skills to gain the trust and confidence of others

Did the learner:

Provide small verbal affirmations such as yes and uh-huh to encourage the speaker to continue x FORMCHECKBOX FORMTEXT

Use appropriate non-verbal language to demonstrate that they are paying attention to the speaker (e.g., eye contact, the body is facing the speaker, etc.) x FORMCHECKBOX Organisational Requirements

TO THE ASSESSOR:

The learner will provide you a copy of the signed off Communication Requirements: Consultations before conducting the task. Use this as reference when confirming the skill requirements for this section.

Did the learner demonstrate the following during the consultation with each team member? Yes No Details of Observation

Adhere to the organisational protocols relevant to conducting consultations identified in the Communication Requirements: Consultations x FORMCHECKBOX FORMTEXT

OVERALL FEEDBACK TO LEARNER

FORMTEXT

Task 2.4 Prepare a Learning Plan

-285750-20002500ASSESSMENT INSTRUCTIONS

Review each completed Meeting Minutes from Task 1.3. Identify the areas each member is expecting to have difficulties with.

Area of difficulty refers to areas or aspects of each team members task that each team member is having difficulty performing.

Access the Learning Plan template provided within this workbook. To complete the Learning Plan, you must:

Record at least one expected area of difficulty for each team member based on their responses in Task 1.3.

Identify at least one formal learning opportunity you will facilitate to address each area of difficulty.

Formal learning opportunities occur in structured and organised environments, such as classrooms. The learning content is also already pre-determined.

Formal learning opportunities include, but are not limited to, the following:

Workshops

Training sessions

Classroom discussions

For each formal learning opportunity, identify the following:

Planned Implementation Date

Your expected outcomes for the participants of the formal learning opportunity

Do not write anything in the following sections. These will be completed in the following task:

Actual Date Implemented

Actual Outcome

Assessors Signature

Submit your partially completed Learning Plan to your assessor.

You will need your own copy of the Learning Plan to complete Task 1.5.

Learning Plan

Completed By: George Ammanuel homeh

Workplace/Organisation: Bounce fitness

Date: FORMTEXT

Area of Difficulty Kind of Formal Learning Opportunity Planned Implementation Date Expected Outcome Actual Date Implemented Actual Outcome Assessors Signature

Implementation of new plan Brainstorming 24/04/2024 Successful training plan 24/02/2024 Successful training plan FORMTEXT

Advertisements of classes Training sessions 28/04/2024 Effective advertisement 28/4/2024 Effective advertisement FORMTEXT

Add more sections as needed.

Task 2.5 Conduct Formal Learning Opportunities

-285750-20002500ASSESSMENT INSTRUCTIONS

Review the partially completed Learning Plan from Task 1.4.

Locate the Session Plan template provided within this workbook. Complete one Session Plan for each formal learning opportunity you will facilitate. Each Session Plan must include the following:

Date

Identify when you completed the Session Plan.

Session title

Identify the title of your session. Session Title must correspond to what you intend to address in each session.

Session Length

Identify how long you intend for the whole formal learning session to be.

Participants

Identify the participants of each formal learning opportunity you will facilitate.

Area of Difficulty

Identify at least one area of difficulty you intend to facilitate for each formal learning opportunity based on your responses in the Learning Plan in Task 1.4.

Learning Objective

Identify at least one learning objective for each formal learning opportunity. Learning Objectives are your purpose for facilitating the formal learning session.

Complete the following sections by doing the following for each section:

Grab Attention

Identify at least one activity you intended to conduct to begin the session. These can be activities that allow all participants to get to know each other as well as yourself

Learning Outcome

Identify at least one task or activity that the participants should be able to do at the end of each formal learning opportunity. Learning outcome should be based on the identified Learning Objective.

Check Prior Knowledge

Identify at least one activity to determine how much the participants already know about the topic of the session

Body

Explain

Outline the planned content for the session. This should include all the topics you intend to discuss during the session.

Assessment

Identify at least one activity you intend to conduct during the session to check on the participants learning.

This can include:

A short paper and pencil test

An identification game

Conclusion

Summarise

Outline three to five key points you included in your discussion during the Content Outline section.

Identify the timeframes you intend to allocate for each section.

The total time for all the time frames for each section must be the same as the amount of time you identified for the Session Length.

Review the instructions here and the skills outlined in the Observation Form. Arrange a time for your assessor to observe you in conducting each formal learning opportunity. Discuss all requirements of the task with your assessor and prepare these before each formal learning opportunity.

Your assessor must complete one Observation Form for each formal learning opportunity you facilitate.

If direct observation is not possible, record each formal learning opportunity in a video. Ensure to obtain permission first from persons involved before doing so.

Prepare for each formal learning opportunity you intend to conduct. This includes acquiring any additional material you intend to use (e.g. charts or diagrams) or creating resources (e.g., PowerPoint presentation) that will be used during each formal learning opportunity to be conducted

Facilitate the formal learning opportunities. During each formal learning opportunity, you must:

Locate the Attendance Sheet provided within this workbook. You must have one copy for each formal learning session.

Have your attendees complete the Attendance Sheet to confirm their attendance. They must include their handwritten signatures.

Review the Session Plan you completed for each formal learning opportunity. Facilitate each formal learning opportunity following the Session Plan you prepared.

Ensure to encourage team members participating in each formal learning opportunity

Use language appropriate to your audience

After conducting each formal learning opportunity, complete the following sections for the area of difficulty addressed in the Learning Plan:

Actual Date Implemented

Actual Outcome

Have your assessor sign the Signature column in the Learning Plan for each formal learning opportunity conducted. This is to confirm that you conducted each formal learning opportunity based on your responses in the Learning Plan. All signatures must be handwritten.

Submit the following to your assessor:

At least two completed Session Plan

At least two completed Attendance Sheets

One completed Learning Plan

Video recording of each formal learning opportunity (ONLY if assessor is not available for direct observation)

Session Plan

Name: George homeh Date: FORMTEXT

Session Title: Advertisement Session Length: 90 min

Participants Team member

Area of Difficulty Advertisement of new classes

Learning Objective To be familiar with at least two advertisements methods

Introduction Time

Grab Attention

Identify how you will introduce the session to the participants Do an introduction round. 10 mins

Learning Outcome

Identify what each participant should be able to do by the end of the session Effective use advertisements methods 10 mins

Check Prior Knowledge

Identify what the participants already know Short identification game about simple methods of advertisement 10 mins

Body Time

Explain

Outline here the planned content of the session Advertisement methods

Newspaper

Posters

Social media

Emails 40 mins

Assessment

Outline all assessments to be conducted to check what the participants have learned during the session A short quiz 10 mins

Conclusion Time

Summarise

Outline the summary of the session content Recommended advertisement methods can be used to advertise the new classes. FORMTEXT

Attendance Sheet

Name: George homeh

Workplace/Organisation: Bounce fitness

Learning Opportunity: Use of advertisements methods

Date: FORMTEXT

Name Handwritten Signature

FORMTEXT Team member 1 FORMTEXT

FORMTEXT Team member 2 FORMTEXT

Observation Form (For Assessors Use Only)

INSTRUCTIONS TO THE ASSESSOR

The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form.

Before observing the learner:

Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment.

Ensure that the learner understands the requirements of the task and the skill requirements before proceeding.

For this assessment, the learner is required to conduct formal learning opportunities to address their team members areas of difficulty. Prior to conducting the forma learning opportunities, discuss with the learner to ensure that they have access to the following:

A safe environment to conduct the formal learning opportunities (please tick at least one):

At least two team members

Attendance Sheets for each formal learning opportunity

Session Plans for each formal learning opportunity

Partially completed Learning Plan

Video camera or a mobile phone with video recording capabilities

Only if direct observation is not possible.

Continued on the next page.

Your Role as the Observer/Assessor

You are required to observe the learner must conduct each formal learning opportunity. The learner will provide you a copy of the Observation Form which you must complete during the observation task.

Select the method of observation to be conducted:

Direct observation

Assessor must be physically present in the assessment environment.

Observation via video recording

Learner and the assessment requirements must be present in the video recording.

Complete the Observation Form for this task:

Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task.

Indicate the date when the observation is conducted.

Provide an overall feedback on the learners performance to assist the learner in addressing any areas of improvement.

Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation.

Discuss any further queries about the task and associated requirements with the learner before commencing.

Observation Form begins on the next page.

Observation Form

Learner Name: FORMTEXT

Name of Workplace/Organisation: FORMTEXT

Task Title

Refer to task title. FORMTEXT

Date of Observation: FORMTEXT

Did the learner demonstrate the following during each formal learning opportunity facilitated? Yes No Comments

Adapt personal communication style to:

Build positive working relationships

Did the learner:

Greet the participants (e.g., Good morning or how are you?) FORMCHECKBOX FORMCHECKBOX FORMTEXT

Provide words of encouragement (e.g., I know it might be a bit confusing, but Im sure you can get the hang of it!) FORMCHECKBOX FORMCHECKBOX

Show respect for the opinions, values and particular needs of others

Did the learner:

Incorporate all participants thoughts and opinions equally in the discussion FORMCHECKBOX FORMCHECKBOX FORMTEXT

Accept each participant's response equally (e.g., does not clash with a participant due to differing standpoints) FORMCHECKBOX FORMCHECKBOX Provide additional explanation without any negativity when a participant requires it (e.g., does not become curt with their words, voice does not sound irritated) FORMCHECKBOX FORMCHECKBOX Use the following techniques to confirm understanding and to engage the audience:

Listening techniques

Did the learner:

Repeat a question or statement heard to encourage others to elaborate their thoughts further FORMCHECKBOX FORMCHECKBOX FORMTEXT

Paraphrase statements to try to get the gist of others ideas FORMCHECKBOX FORMCHECKBOX Questioning techniques

Did the learner:

Ask the person they are talking to open-ended questions FORMCHECKBOX FORMCHECKBOX FORMTEXT

Ask the speaker to elaborate on their response (e.g., what do you mean by that?) FORMCHECKBOX FORMCHECKBOX

OVERALL FEEDBACK TO LEARNER

FORMTEXT

BSBTWK502 Manage team effectiveness

ASSESSMENT Task 2 Project Assessment: Establish Team Performance Plan

Students Name Assessors name: Satisfactory response: Yes No

Task 2.1 Establish Team Performance Plan

1 Submitted partially completed Team Performance Plan:

2 Team Requirements

3 Individual Requirements

4 Satisfactorily demonstrated each skill requirement based on the criteria provided.

Task 2.2 Develop KPIs for the Team and Team Members

1 Completed KPIs section of Team Performance Plan

2 Completed 3 performance indicators for each KPI

3 Submitted evidence of having communicated their Team Performance Plan to their supervisor and the supervisors review

4 Submitted evidence of having emailed their approved Team Performance Plan to team members

Task 2.3 Consult Each Team Member

1 Submitted a completed Communication Requirements: Consultations template

2 Submitted completed Meeting Minutes Templates as evidence of consultation with team members

3 Included required sections in discussion about Team Performance Plan

4 Identified at least 2 protocols used in the organisation 5 Demonstrated required skills during observation Task 2.4 Prepare a Learning Plan

1 Submitted a partially completed Learning Plan:

2 At least one expected area of difficulty from each team member

3 At least one formal learning opportunities to facilitate to address each area of difficulty

4 For each formal learning opportunity:

Planned Implementation Date

5 Expected outcomes for participants

Task 2.5 Conduct Formal Learning Opportunities

1 At least 1 Session Plan submitted for each team member

2 One completed Attendance Sheet for each formal learning session must contain the name and handwritten signatures of all participants.

3 Submitted one completed Learning Plan as evidence of having facilitated all formal learning opportunities identified.

4 Demonstrated required skills during observation

Feedback to Student:

Result o Satisfactoryo Not Yet Satisfactory

Assessors Signature: Date:

Assessment Task 3. Develop and Facilitate Team CohesionAssessment Task Instructions

This assessment is to be submitted individually.

To ensure your responses are satisfactory you should consult a range of learning resources and other information such as handouts, textbooks, learner resources etc.

You must document your responses in the provided template.

This assessment involves a role play, which must be completed in class. If you do not complete this role play, you cannot complete and submit your assessment and cannot be assessed as competent.

You must be concise, to the point and write answers according to the given word limit to each question and not provide irrelevant information.

You must write your responses in your own words.

You will be required to complete all parts of this assessment task.

Task Overview

This part of the project requires you to develop documents that will help support team accountability. Specifically, you are required to:

Develop strategies for facilitating team member input into planning, decision making and operational aspects of team tasks

Develop or modify policies and procedures for promoting team member accountability for personal work and team tasks

Develop processes for identifying and addressing issues, concerns and problems identified by team members

Resources Required:

To complete this project, you will need access to the following:

A workplace that will allow you access to:

Organisational policies and procedures for employee accountability

At least one supervisor

Task 3.1 Develop Strategies for Facilitating Member Input

-285750-20002500ASSESSMENT INSTRUCTIONS

Access the Strategy Plans template provided within this workbook.

Develop at least two strategies that will encourage team members to provide their input for each situation listed below:

Planning team tasks

Planning team tasks refers to dividing a teams project or task into multiple tasks for each team member to handle (e.g., plotting out monthly projection of tasks per team member)

Making team decisions

Strategies for team decisions must focus on ways for the team to arrive at an agreement when making decisions affecting the entire team.

Establishing the operational aspects of the teams task

Operational aspects refer to establishing the details of each task, such as who will be assigned to each task, deadlines for each task, etc.

At least one strategy that can be used to determine who in the team will address an urgent concern

At least one strategy that can be used to reallocate tasks if a team member cannot complete their assigned task due to unexpected situations

Strategies developed must be general strategies and applicable to any task the team may be accomplishing.

Record the strategies developed in the Strategy Plans template.

Submit the completed Strategy Plans template to your assessor.

Strategy Plans

Learner Name: FORMTEXT

Workplace/Organisation: FORMTEXT

Date FORMTEXT

Planning Team Tasks

FORMTEXT

Team Decision Making

FORMTEXT

Operational Aspects of Team Task

Strategy for addressing urgent concerns:

FORMTEXT

Strategy for reallocating tasks:

FORMTEXT

Task 3.2 Develop Policies and Procedures for Accountability

-285750-20002500ASSESSMENT INSTRUCTIONS

Access your organisations existing policy and procedures for employee accountability. Review the procedures listed in the document to identify how employees are made accountable for their action at work.

Access your organisations template for developing policies and procedures.

If your organisation does not have such template, you can use the Policy and Procedures template provided within this workbook.

Develop two sets of policies and procedures, one for each of the following situations:

To promote each members accountability for their own work

Procedures for own work accountability should include activities or tasks wherein members can demonstrate their responsibility for their own work (e.g., setting daily reports of their progress)

To promote each members accountability for the teams tasks

Procedures for promoting team task accountability should include activities or tasks wherein team members can report to the team their progress for their share of the team task (e.g., shared calendar of tasks and expected deadlines)

Complete two Policy and Procedures templates. You can either modify an existing organisational policy and procedure or develop new policies and procedures:

If you modify an existing policy and procedure:

Identify and access an existing policy and procedure in your organisation that lists the requirements for employee accountability

Analyse how the procedures in the document allow the employee to practice accountability

Based on the existing policy and procedures, modify this to suit the situations listed above

If you develop new policies and procedures:

Develop one set of policies and procedures for each situation listed above.

Identify at least two procedures for each situation. Each set must guide how team members can demonstrate accountability for each situation listed.

Complete one Policy and Procedure template, one for each situation listed above. When completing the template, ensure to identify the following for each situation:

Policy name

Policy name should be able to describe what the document is about succinctly.

Policy statement

Briefly explain the following:

What each policy and procedure document aims to address

Which situation is being addressed by each policy and procedure document

Procedures

Identify at least two procedures to be followed for each situation. Procedures must clearly identify what an employee must do to demonstrate accountability for each of the situations listed above.

Have your supervisor sign the Supervisor/Assessor Declaration at the end of each Policy and Procedures template. This is to ensure that your policies and procedures are in line with the organisations requirements. Supervisors signature must be handwritten.

Submit two completed Policy and Procedures template to your assessor:

One Policy and Procedures template for promoting each members accountability for their own work

One Policy and Procedures template for promoting each members accountability for the teams tasks

Policy and Procedures Template

Learner Name: FORMTEXT

Workplace/Organisation: FORMTEXT

Date FORMTEXT

Policy and Procedure Document

If you chose to modify an existing document, identify the original documents title.

If you chose to develop a new one, identify the name of your new policy and procedure document. FORMTEXT

Policy Statement

FORMTEXT

Procedures

FORMTEXT

FORMTEXT Add more bullets as needed.

Task 3.3 Develop Processes for Performance Issues, Concerns and Performance Problems

-285750-20002500ASSESSMENT INSTRUCTIONS

Access the Processes Document provided within this workbook.

Develop the following processes listed for each matter:

Processes for identifying the individual matters below should focus on how an employee or their supervisor can be made aware of each matter listed below.

Processes for addressing should indicate the preparations that the concerned employee participates in to identify the proper solution.

Performance Issues

Performance issues are behaviours or habits a person performs that are contrary to the basic requirements of a job (e.g., excessive tardiness or absences when a job requires punctuality).

At least one process for identifying performance issues

At least one process for addressing performance issues

Concerns

Concerns are personal, minor inconveniences that affect an individuals performance (e.g., unintelligible feedback received from supervisor).

At least one process for identifying concerns

At least one process for addressing concerns

Performance Problems

Performance problems are discrepancies that are detected between an employees expected performance or outcome and their actual performance or outcome after the employee performs a task or activity.

At least one process for identifying problems

At least one process for addressing problems

Processes developed here will be implemented in later tasks.

Submit the completed Processes Document to your assessor

Processes Document

Learner Name: FORMTEXT

Workplace/Organisation: FORMTEXT

Date FORMTEXT

Performance Issues

Process for Identifying

FORMTEXT

Process for Addressing

FORMTEXT

Concerns

Process for Identifying

FORMTEXT

Process for Addressing

FORMTEXT

Problems

Process for Identifying

FORMTEXT

Process for Addressing

FORMTEXT

BSBTWK502 Manage team effectiveness

ASSESSMENT Task 3 Project Assessment: Develop and Facilitate Team Cohesion

Students Name Assessors name: Satisfactory response: Yes No

Task 3.1 Develop Strategies for Facilitating Member Input

1 Submitted completed Strategy Plan Template

2 At least 2 strategies encouraging member input to planning team tasks

3 At least 2 strategies encouraging member input to making team decisions

4 At least 2 strategies encouraging member input to establishing operational aspects of the teams tasks

Task 3.2 Develop Policies and Procedures for Accountability

1 Submitted a completed Policy and Procedures templates for promoting each members accountability for their own work

2 Submitted a completed Policy and Procedures templates for promoting each members accountability for the teams tasks

3 Identified policy name, Policy Statement and Procedures

Task 3.3 Develop Processes for Performance Issues, Concerns and Performance Problems

1 Submitted completed Processes Document

2 Developed the following processes in the Processes Document:

Performance Issues

At least one process for identifying performance issues

At least one process for addressing performance issues

3 Developed the following processes in the Processes Document:

Concerns

At least one process for identifying concerns

At least one process for addressing concerns

4 Developed the following processes in the Processes Document:

Performance Problems

At least one process for identifying performance problems

At least one process for addressing performance problems Feedback to Student:

Result o Satisfactoryo Not Yet Satisfactory

Assessors Signature: Date:

Assessment Task 4 Project Assessment :Facilitate TeamworkAssessment Task Instructions

This assessment is to be submitted individually.

To ensure your responses are satisfactory you should consult a range of learning resources and other information such as handouts, textbooks, learner resources etc.

You must document your responses in the provided template.

This assessment involves a role play, which must be completed in class. If you do not complete this role play, you cannot complete and submit your assessment and cannot be assessed as competent.

You must be concise, to the point and write answers according to the given word limit to each question and not provide irrelevant information.

You must write your responses in your own words.

You will be required to complete all parts of this assessment task.

Task Overview

This part of the project requires you to participate in team activities and provide feedback to team members. Specifically, you are required to:

Provide feedback to team members on team effort and contributions

Encourage team member to participate in and to take responsibility for team activities

Support the team in identifying and resolving work performance problems

Promote work team collaboration through individual behaviour

Resources Required:

To complete this project, you will need access to the following:

A workplace that will allow you access to:

People, including:

At least two team members

At least one supervisor

Resources required for conducting team activities

Resources required will depend on the specific team activities identified in Task 3.1.

Task 4.1 Plan for Team Activities

-285750-20002500ASSESSMENT INSTRUCTIONS

To complete this task, you must meet with your teammates to plan for the team activities your team will undergo.

Identify at least two activities that your team can do that is related to your teams task. Each activity chosen must allow your team members to take on their individual roles and responsibilities based on the Team Performance Plan in Task 1.2.

Activities chosen can include, but are not limited to the following:

Training Session for additional skills needed to complete the task

Brainstorming session to gather possible solutions

Review the following completed documents:

Completed Policies and Procedures documents from Task 2.2

Processes Document from Task 2.3

Locate the following templates provided within this workbook:

Action Plan template to record your discussion during the meeting.

Observation Form outlines all the skills you need to demonstrate in this task. Provide your assessor with a copy of the Observation Form.

Review the instructions here and the skills outlined in the Observation Form. Arrange a time with your assessor to observe you in conducting the team meeting. Discuss all requirements of the task with your assessor and prepare these before each team activity.

Your assessor will complete the Observation Form.

If direct observation is not possible, record the meeting in a video. Ensure to obtain permissions first from persons involved before doing so.

Conduct the meeting with your team members.

Discuss at least two team activities you have identified for the team to do.

For each team activity, complete the Action Plan by discussing the following with your team members:

At least one action item for each team member to do during each team activity.

You must include an action item for yourself as well.

Indicate the team member that is assigned to each action item.

Planned implementation date for each action item

Anticipated result for each action item

You must complete one Action Plan for each activity.

Do not write anything on the following columns. These will be completed in the next task.

Actual Date Facilitated

Actual Result

Assessor Declaration

Discuss the following:

Processes developed for identifying performance issues, concerns and performance problem team members may identify in Task 2.3.

This refers to the processes developed in the Processes Document from Task 2.3. Processes will be implemented in the next task.

Policies and procedures developed for team member accountability in Task 2.2. Your team members must implement these in the next task.

You must submit evidence in the next task that your team members implemented the procedures. Type of evidence to be submitted will depend on your procedures (e.g., copy of members progress report)

Submit the following to your assessor:

At least two partially completed Action Plans

Video recording of meeting (ONLY if assessor is not available for direct observation)

Action Plan

Completed By: FORMTEXT

Workplace/Organisation: FORMTEXT

Date: FORMTEXT

Team Activity FORMTEXT

Action Item Person Responsible Planned Implementation Date Anticipated Result Actual Date Implemented Actual Result Assessors Signature

FORMTEXT FORMTEXT FORMTEXT FORMTEXT FORMTEXT FORMTEXT FORMTEXT

Observation Form (For Assessors Use Only)

INSTRUCTIONS TO THE ASSESSOR

The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form.

Before observing the learner:

Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment.

Ensure that the learner understands the requirements of the task and the skill requirements before proceeding.

For this assessment, the learner is required to conduct a meeting with their team to plan for each team activity. Prior to each team activity, discuss with the learner to ensure that they have access to the following:

A safe environment to conduct each team activity (please tick at least one):

At least two team members

Action Plan template

Resources required to conduct each team activity

Resources required will depend on each specific team activity

Video camera or a mobile phone with video recording capabilities

Only if direct observation is not possible.

Continued on the next page.

Your Role as the Observer/Assessor

You are required to observe the learner meet with their team to plan for each team activity. The learner will provide you a copy of the Observation Form which you must complete during the observation task.

Select the method of observation to be conducted:

Direct observation

Assessor must be physically present in the assessment environment.

Observation via video recording

Learner and the assessment requirements must be present in the video recording.

Complete the Observation Form for this task:

Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task.

Indicate the date when the observation is conducted.

Provide an overall feedback on the learners performance to assist the learner in addressing any areas of improvement.

Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation.

Discuss any further queries about the task and associated requirements with the learner before commencing.

Observation Form begins on the next page.

Observation Form

Learner Name: FORMTEXT

Name of Workplace/Organisation: FORMTEXT

Task Title

Refer to task title. FORMTEXT

Date of Observation: FORMTEXT

Did the learner demonstrate the following during the team meeting? Yes No Comments

Discuss all information needed by the team using:

Appropriate vocabulary

Did the learner:

Avoid using jargon or too technical terms FORMCHECKBOX FORMCHECKBOX FORMTEXT

Not use words that might discriminate others based on sex, race, gender, etc. FORMCHECKBOX FORMCHECKBOX Appropriate non-verbal features

Did the learner:

Maintain eye contact with the speaker FORMCHECKBOX FORMCHECKBOX FORMTEXT

Body is facing the speaker to show that they are paying attention to them FORMCHECKBOX FORMCHECKBOX

Use the following techniques to confirm understanding and to engage the audience:

Listening techniques

Did the learner:

Repeat a question or statement heard to encourage others to elaborate their thoughts further FORMCHECKBOX FORMCHECKBOX FORMTEXT

Paraphrase statements to try to get the gist of others ideas FORMCHECKBOX FORMCHECKBOX Questioning techniques

Did the learner:

Ask the person they are talking to open-ended questions FORMCHECKBOX FORMCHECKBOX FORMTEXT

Ask the speaker to elaborate on their response (e.g., what do you mean by that?) FORMCHECKBOX FORMCHECKBOX Encourage team members to participate

Did the learner:

Ask each participant for their opinion on the topic being discussed FORMCHECKBOX FORMCHECKBOX FORMTEXT

Ask each participant to share their views and opinions FORMCHECKBOX FORMCHECKBOX OVERALL FEEDBACK TO LEARNER

FORMTEXT

Task 4.2 Conduct Team Activities

-285750-20002500ASSESSMENT INSTRUCTIONS

To complete this task, you must facilitate the two team activities identified in Task 3.1.

Review the partially completed Action Plans from Task 3.1 to identify the team activities you must conduct.

Locate the Observation Form provided within this workbook. The Observation Form outlines all the skills you need to demonstrate in this task. Review the document to ensure the demonstration of the skills specified during each activity.

Arrange a time with your assessor to observe you in conducting the team activities. Provide your assessor with two copies of the Observation Form. Discuss all requirements of the task with your assessor and prepare these before each team activity.

Your assessor will complete the Observation Form.

If direct observation is not possible, record each team activity in a video. Ensure to obtain permissions first from persons involved before doing so.

Conduct the identified activities. During each activity, you must:

Inform your team members to follow the processes developed for identifying issues, concerns and problems they may identify during each activity.

Identified issues, concerns and problems will be collected and discussed in the next task.

Actively participate in each activity to serve as a role model for team members.

Encourage team members to participate in each activity

Methods to encourage team members may differ, depending on the activity being done. Methods can include, but are not limited to, the following:

Conducting Round Robin styled discussions to ensure everyone is able to participate

Sending calendar invites to remind team members of the activity and their tasks

Identify work performance problems as they appear. Inform the team member of the performance problem they are exhibiting.

Work performance problems refer to discrepancies that might occur between expected results and the actual results.

Provide feedback to team members during each activity.

Complete the following sections in the partially completed Action Plan after conducting each activity:

Actual Date Implemented

Record the actual date each action item was conducted

Actual Result

Describe if each anticipated result for each action item facilitated was achieved.

Have your assessor sign the Signature column and the Assessors Declaration Form found at the end of each Action Plan. This is to ensure that each action item was conducted following the responses in the Action Plan. Assessors signature must be handwritten.

Access the Feedback Form provided within this workbook. You must have one copy for each team member. Complete one form per member for each activity conducted.

To complete the Feedback Form, identify the following:

At least one example of what each team member did well

At least one example of what each team member did not do well

At least one suggestion for how each team member can improve their performance

Responses here will be used to complete Task 3.3.

Submit the following to your assessor:

At least two Feedback Forms from Activity 1

At least two Feedback Forms from Activity 2

At least two completed Action Plans

Feedback Form

Learner Name: FORMTEXT

Workplace/Organisation: FORMTEXT

Team Member: FORMTEXT

Date: FORMTEXT

Identify what was done well during the activity.

FORMTEXT

Identify what was not done well during the activity

FORMTEXT

Identify at least one suggestion for improvement

FORMTEXT

Other comments or feedback

FORMTEXT

Observation Form (For Assessors Use Only)

INSTRUCTIONS TO THE ASSESSOR

The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form.

Before observing the learner:

Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment.

Ensure that the learner understands the requirements of the task and the skill requirements before proceeding.

For this assessment, the learner is required to conduct each team activity they identified. Prior to conducting each team activity, discuss with the learner to ensure that they have access to the following:

A safe environment to conduct the meeting (please tick at least one):

At least two team members

At least two Action Plans

At least two Feedback Forms for each team member

Video camera or a mobile phone with video recording capabilities

Only if direct observation is not possible.

Continued on the next page.

Your Role as the Observer/Assessor

You are required to observe the learner conduct each team activity they identified. The learner will provide you a copy of the Observation Form which you must complete during the observation task.

Select the method of observation to be conducted:

Direct observation

Assessor must be physically present in the assessment environment.

Observation via video recording

Learner and the assessment requirements must be present in the video recording.

Complete the Observation Form for this task:

Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task.

Indicate the date when the observation is conducted.

Provide an overall feedback on the learners performance to assist the learner in addressing any areas of improvement.

Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation.

Discuss any further queries about the task and associated requirements with the learner before commencing.

Observation Form begins on the next page.

Observation Form

Learner Name: FORMTEXT

Name of Workplace/Organisation: FORMTEXT

Task Title

Refer to task title. FORMTEXT

Date of Observation: FORMTEXT

Did the learner demonstrate the following during each team activity? Yes No Comments

Encourage team members to participate

Did the learner:

Ask each participant for their opinion on the topic being discussed FORMCHECKBOX FORMCHECKBOX FORMTEXT

Ask each participant to share their views and opinions FORMCHECKBOX FORMCHECKBOX Use the following:

Appropriate vocabulary

Did the learner:

Avoid using jargons or too technical terms FORMCHECKBOX FORMCHECKBOX FORMTEXT

Use simple and direct words for their explanations FORMCHECKBOX FORMCHECKBOX Appropriate non-verbal features

Did the learner:

Maintain eye contact with the person they are speaking to FORMCHECKBOX FORMCHECKBOX FORMTEXT

Avoid using excessive hand gestures while explaining FORMCHECKBOX FORMCHECKBOX

Provide feedback to team members to:

Encourage team members

Did the learner:

Give suggestions on how a team member can better perform a task or action (e.g., I think it would easier if you did it like this) FORMCHECKBOX FORMCHECKBOX FORMTEXT

Reassure team members that they are doing well FORMCHECKBOX FORMCHECKBOX Value team members

Did the learner:

Thank team members for their effort and contribution FORMCHECKBOX FORMCHECKBOX FORMTEXT

Encourage team member to provide their views on the feedback you provided so that the advice provided is best suited to the team members FORMCHECKBOX FORMCHECKBOX Reward Team Members

Did the learner:

Compliment team members actions FORMCHECKBOX FORMCHECKBOX FORMTEXT

Provide compliments when a team member corrects their actions according to the feedback provided FORMCHECKBOX FORMCHECKBOX

Model the following:

Desired behaviours

Did the learner:

Eagerly participates in all team activities FORMCHECKBOX FORMCHECKBOX FORMTEXT

Refrain from complaining about the team activities FORMCHECKBOX FORMCHECKBOX Desired practices

Did the learner:

Show initiative by taking responsibility for minor tasks needed in the activity (e.g., takes note of what the team discusses) FORMCHECKBOX FORMCHECKBOX FORMTEXT

Comply with developed procedures to ensure they take accountability for their tasks (e.g., reports their progress with their action item) FORMCHECKBOX FORMCHECKBOX Implement the processes developed for identifying issues, concerns and problems FORMCHECKBOX FORMCHECKBOX FORMTEXT

OVERALL FEEDBACK TO LEARNER

FORMTEXT .

Task 4.3 Provide Feedback

-285750-20002500ASSESSMENT INSTRUCTIONS

Arrange a team meeting with your team members to discuss the teams performance in Task 3.2.

Arrange a time with your assessor to observe you in conducting the team meeting. Discuss all requirements of the task with your assessor and prepare these before each team activity.

Your assessor will complete the Observation Form.

If direct observation is not possible, record the team meeting in a video. Ensure to obtain permissions first from persons involved before doing so.

Review the completed Feedback Forms from Task 3.2. Review the feedback you provided for each team member.

Access your organisations Meeting Minutes template to record the team meeting.

If your organisation does not have a Meeting Minutes template, you can use the template provided within this workbook.

Conduct the team meeting. During the meeting, you must:

Provide feedback on the teams performance during Task 3.2

Overall feedback for the whole team

Discussion points can include, but is not limited to, the following:

Areas where the team performed well

Areas where the team needs to improve on

Feedback for each team member based on the Feedback Forms completed for each activity in Task 3.2.

Discussion points can include, but is not limited to the following:

Areas where the team member performed well

Areas that the team member needs to improve on

Advise each member on how they can improve their performance

Encourage each team member to share at least one of the following that they identified during the team activities in Task 3.2:

Performance issues

Concerns

Performance Problems

Implement the process developed in Task 2.3 to address the problems identified

Demonstrate effective communication skills

Record the result of your discussion in the Meeting Minutes template.

Responses here will be used in Task 4.1.

Submit the following documents to your assessor:

Completed Meeting Minutes

Video recording (ONLY if assessor is not available for direct observation)

Meeting Minutes

Date: FORMTEXT Time: FORMTEXT Location: FORMTEXT

Purpose of the meeting FORMTEXT

Facilitator FORMTEXT

Notetaker FORMTEXT

Attendees

Please sign beside your name after the meeting. FORMTEXT

Agenda Item 1 Feedback on Performance

Discussion For the Team

FORMTEXT .

For each Team Member

FORMTEXT

Agenda Item 2 Encourage Team Members

Discussion FORMTEXT

Observation Form (For Assessors Use Only)

INSTRUCTIONS TO THE ASSESSOR

The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form.

Before observing the learner:

Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment.

Ensure that the learner understands the requirements of the task and the skill requirements before proceeding.

For this assessment, the learner is required to meet with their team members to provide feedback and discuss problems they might have identified during each team activity. Prior to conducting the meeting, discuss with the learner to ensure that they have access to the following:

A safe environment to conduct the meeting (please tick at least one):

At least two team members

Meeting Minutes template

Video camera or a mobile phone with video recording capabilities

Only if direct observation is not possible.

Continued on the next page.

Your Role as the Observer/Assessor

You are required to observe the learner meet with their team members to provide feedback and discuss problems they might have identified during each team activity. The learner will provide you a copy of the Observation Form which you must complete during the observation task.

Select the method of observation to be conducted:

Direct observation

Assessor must be physically present in the assessment environment.

Observation via video recording

Learner and the assessment requirements must be present in the video recording.

Complete the Observation Form for this task:

Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task.

Indicate the date when the observation is conducted.

Provide an overall feedback on the learners performance to assist the learner in addressing any areas of improvement.

Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation.

Discuss any further queries about the task and associated requirements with the learner before commencing.

Observation Form begins on the next page.

Observation Form

Learner Name: FORMTEXT

Name of Workplace/Organisation: FORMTEXT

Task Title

Refer to task title. FORMTEXT

Date of Observation: FORMTEXT

Did the learner demonstrate the following during the meeting with team members? Yes No Comments

Give clear feedback to team members

Did the learner: FORMTEXT

Explain what was done well during each team activity FORMCHECKBOX FORMCHECKBOX Cite examples of actions done during the team activities to support their feedback FORMCHECKBOX FORMCHECKBOX Explain what could have been done differently to help improve performance in the future FORMCHECKBOX FORMCHECKBOX Implement the process developed for addressing problems identified by team members FORMCHECKBOX FORMCHECKBOX FORMTEXT

Communicate effectively with team members about team performance during the team activities FORMTEXT

Did the learner:

Encourage team member to ask questions FORMCHECKBOX FORMCHECKBOX Answer all questions and clarifications the team members have FORMCHECKBOX FORMCHECKBOX Use nonverbal cues to show confidence to support the information being presented (e.g., maintains eye contact, keeps their back straight, etc.) FORMCHECKBOX FORMCHECKBOX Use the following techniques to discuss with the team members:

Listening techniques

Did the learner:

Repeat a question or statement heard to encourage others to elaborate their thoughts further FORMCHECKBOX FORMCHECKBOX FORMTEXT

Paraphrase statements to try to get the gist of the others idea FORMCHECKBOX FORMCHECKBOX Questioning techniques

Did the learner:

Ask the speaker to open-ended questions FORMCHECKBOX FORMCHECKBOX FORMTEXT

Ask the speaker to elaborate on their response (e.g., what do you mean by that?) FORMCHECKBOX FORMCHECKBOX OVERALL FEEDBACK TO LEARNER

FORMTEXT

BSBTWK502 Manage team effectiveness

ASSESSMENT Task 4 Project Assessment: Facilitate Teamwork

Students Name Assessors name: Satisfactory response: Yes No

Task 4.1 Plan for Team Activities

1 Submitted one Action Plan for each team activity

2 Conducted a meeting with at least 2 team members

3 Discuss at least two team activities for the team in each meeting

4 Identified at least 1 action item for each team member to do during each team activity

5 Identified team members assigned to each action item

6 Planned implementation date for each action item

7 Anticipated result for each action item

8 Discussed Processes developed for identifying issues, concerns and problems team members may identify in Task 3.3

9 Discussed policies and procedures developed for team member accountability in Task 3.3

10 Demonstrated required skills during observation

Task 4.2 Conduct Team Activities

1 Submitted at least 2 completed action plans

2 Submitted at least 4 completed Feedback Forms

3 Submitted at least 4 feedback forms (one for each team member)

At least one example of what each team member did well

At least one example of what each team member did not do well

At least one suggestion for how each team member can improve their performance

Task 4.3 Provide Feedback

1 Submitted completed Processes Document

2 Developed the following processes in the Processes Document:

Performance Issues

At least one process for identifying performance issues

At least one process for addressing performance issues

3 Developed the following processes in the Processes Document:

Concerns

At least one process for identifying concerns

At least one process for addressing concerns

4 Developed the following processes in the Processes Document:

Performance Problems

At least one process for identifying performance problems

At least one process for addressing performance problems

5 Demonstrated required skills during observation

Feedback to Student:

Result o Satisfactoryo Not Yet Satisfactory

Assessors Signature: Date:

Assessment Task 5 Project: Liaise with StakeholdersAssessment Task Instructions

This assessment is to be submitted individually.

To ensure your responses are satisfactory you should consult a range of learning resources and other information such as handouts, textbooks, learner resources etc.

You must document your responses in the provided template.

This assessment involves a role play, which must be completed in class. If you do not complete this role play, you cannot complete and submit your assessment and cannot be assessed as competent.

You must be concise, to the point and write answers according to the given word limit to each question and not provide irrelevant information.

You must write your responses in your own words.

You will be required to complete all parts of this assessment task.

Task Overview

This part of the project requires you to communicate with relevant stakeholders to address issues, concerns and problems. Specifically, you are required to:

Maintain open communication processes with relevant stakeholders

Communicate information from line management to the team

Communicate and follow-up unresolved issues, concerns and problems raised by team members with line management

Address unresolved issues, concerns and problems raised by stakeholders

Resources Required:

To complete this project, you will need access to the following:

A workplace that will allow you access to:

Workplace documents that contain organisational protocols to follow during meetings

People, including:

At least two team members

At least one supervisor

At least one other internal stakeholder relevant to the teams task

Other relevant stakeholders can include, but are not limited to, the following:

Assistant managers

Senior management

Workplace documents that contain feedback from external stakeholders

Workplace documents can include, but are not limited to, the following:

Feedback forms

Emails received from external stakeholders

External stakeholders may include, but are not limited to, the following:

Clients

Suppliers

Task 5.1 Meet with Stakeholders

-285750-20002500ASSESSMENT INSTRUCTIONS

To complete this task, you must discuss your teams performance with at least two different stakeholders.

Access the following documents:

Communication Requirements: Meetings template provided within this workbook.

Workplace documents that contain organisational protocols to be followed during meetings

These can include, but are not limited to, the following:

Policies and procedures

Staff handbook

Complete the Communication Requirements: Meetings template by identifying at least two organisational protocols that you should follow during a meeting.

Have your supervisor sign the Supervisor Declaration Form at the end of the completed Communication Requirements: Meetings. This is to ensure that the protocols you identified are in line with the organisations requirements.

Review the feedback provided to the whole team from the completed Meeting Minutes from Task 3.3.

Review the instructions here and the skills outlined in the Observation Form. Arrange a time with your assessor to observe you during the meeting. Provide your assessor with a copy of the Communication Requirements: Meetings before conducting the task.

Your assessor will complete one Observation Form.

If direct observation is not possible, record the meeting in a video. Ensure to obtain permissions first from persons involved before doing so.

Arrange a meeting with at least two internal stakeholders relevant to your teams task. The two internal stakeholders must include your supervisor and one other relevant internal stakeholder.

Other relevant internal stakeholders may include, but are not limited to, the following:

Assistant Managers

Senior Management

Access your organisations Meeting Minutes template to record your meeting with at least two relevant internal stakeholders.

If your organisation does not have a Meeting Minutes template, you can use the template provided within this workbook.

Conduct the meeting with the relevant internal stakeholders. During the meeting, you must:

Discuss the following:

Teams actual results for the following requirements compared to the expected outcomes identified in the same sections in the Team Performance Plan from Task 1.2:

Task Objectives

Expected Outcomes

Key Performance Indicators (KPIs)

Discussion points may include, but are not limited to, the following:

How well is the team performing compared to the responses first identified in the Team Performance Plan?

If the team was not able to do well, in what areas is the team having difficulties?

Overall team performance based on the feedback provided to the team in Task 3.3.

Discussion points may include, but are not limited to, the following:

Discuss if the team is doing well with the task

Discuss if the team is not doing very well with the task

Your team members unresolved matters as identified from Task 3.3.

At least two issues

At least two concerns

At least two problems

Identify an appropriate date for you to follow-up with your supervisor on the status of the identified unresolved matters.

Demonstrate effective communication skills

Have all attendees sign beside their name in the Meeting Minutes after the meeting. All signatures must be handwritten.

Submit the following to your assessor:

Completed Communication Requirements: Meetings

Completed Meeting Minutes

Video recording (ONLY if assessor is not available for direct observation)

Communication Requirements: Meetings

Completed By: FORMTEXT

Workplace/Organisation: FORMTEXT

Date: FORMTEXT

Organisational Protocols

FORMTEXT

SUPERVISOR DECLARATION

By signing here, I confirm that the requirements identified above reflect that of the organisations requirements.

Supervisor Name: FORMTEXT

Workplace/Organisation Name: FORMTEXT

Signature: FORMTEXT

Date signed: FORMTEXT

Meeting Minutes

Date: FORMTEXT Time: FORMTEXT Location: FORMTEXT

Purpose of the meeting FORMTEXT

Facilitator FORMTEXT

Notetaker FORMTEXT

Attendees

Please sign beside your name after the meeting. FORMTEXT

Agenda Item 1 Team Requirements

Discussion FORMTEXT

Agenda Item 2 Overall Team Performance

Discussion FORMTEXT

Agenda Item 3 Issues, Concerns and Problems and Follow-up

Discussion FORMTEXT

Observation Form (For Assessors Use Only)

INSTRUCTIONS TO THE ASSESSOR

The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form.

Before observing the learner:

Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment.

Ensure that the learner understands the requirements of the task and the skill requirements before proceeding.

For this assessment, the learner is required to meet with at least two internal stakeholders. Prior to conducting the meeting, discuss with the learner to ensure that they have access to the following:

A safe environment to conduct the meeting (please tick at least one):

At least two internal stakeholders

Meeting Minutes template

Video camera or a mobile phone with video recording capabilities

Only if direct observation is not possible.

Continued on the next page.

Your Role as the Observer/Assessor

You are required to observe the learner meet with at least two internal stakeholders. The learner will provide you a copy of the Observation Form which you must complete during the observation task.

Select the method of observation to be conducted:

Direct observation

Assessor must be physically present in the assessment environment.

Observation via video recording

Learner and the assessment requirements must be present in the video recording.

Complete the Observation Form for this task:

Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task.

Indicate the date when the observation is conducted.

Provide an overall feedback on the learners performance to assist the learner in addressing any areas of improvement.

Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation.

Discuss any further queries about the task and associated requirements with the learner before commencing.

Observation Form begins on the next page.

Observation Form

Learner Name: FORMTEXT

Name of Workplace/Organisation: FORMTEXT

Task Title

Refer to task title. FORMTEXT

Date of Observation: FORMTEXT

Did the learner demonstrate the following during the meeting with the internal stakeholders? Yes No Comments

Discuss with others using appropriate:

Vocabulary

Did the learner:

Avoid using slang or too technical jargon FORMCHECKBOX FORMCHECKBOX FORMTEXT

Avoid the use of words that discriminates others (e.g., words that discriminate others based on sex, gender, race, etc.) FORMCHECKBOX FORMCHECKBOX Non-verbal features

Did the learner:

Maintain eye contact with the person they are talking to FORMCHECKBOX FORMCHECKBOX FORMTEXT

Use appropriate gestures and posture (e.g., does not use excessive hand gestures, keep back straight and head high) FORMCHECKBOX FORMCHECKBOX

Use the following techniques to discuss with the team members:

Listening techniques

Did the learner:

Repeat a question or statement heard to encourage others to elaborate their thoughts further FORMCHECKBOX FORMCHECKBOX FORMTEXT

Paraphrase statements to try to get the gist of the others idea FORMCHECKBOX FORMCHECKBOX Questioning techniques

Did the learner:

Ask open-ended questions to the speaker FORMCHECKBOX FORMCHECKBOX FORMTEXT

Ask the speaker to elaborate on their response (e.g., what do you mean by that?) FORMCHECKBOX FORMCHECKBOX Communicate effectively with others about the teams performance FORMTEXT

Did the learner:

Explain the teams performance thoroughly by including examples to support their explanation FORMCHECKBOX FORMCHECKBOX Encourage team member to ask questions FORMCHECKBOX FORMCHECKBOX Answer all questions and clarifications the team members have FORMCHECKBOX FORMCHECKBOX

Use appropriate conventions when speaking to others

Did the learner:

Answer all question and clarification a team member may have FORMCHECKBOX FORMCHECKBOX FORMTEXT

Allow time for the team member to gather their thoughts when providing a response FORMCHECKBOX FORMCHECKBOX Organisational Requirements

TO THE ASSESSOR:

The learner will provide you a copy of the signed off Communication Requirements: Meetings before conducting the task. Use this as reference when confirming the skill requirements for this section.

Did the learner demonstrate the following during the meeting? Yes No Details of Observation

Adhere to the organisational protocols relevant to meetings identified in the Communication Requirements: Meetings? FORMCHECKBOX FORMCHECKBOX FORMTEXT

OVERALL FEEDBACK TO LEARNER

FORMTEXT

Task 5.2 Request for a Follow-up

-285750-20002500ASSESSMENT INSTRUCTIONS

Review the issues, concerns, and problems identified by your team that you communicated to the internal stakeholders in Task 4.1.

Follow-up on the status of the unresolved matters you identified.

Write a follow-up email to your supervisor. Your email must contain the following information:

A request for a follow-up on the status of the unresolved issues, concerns and problems you had discussed in Task 4.1.

A list of the unresolved issues, concerns and problems

Send your follow-up email on the identified date for follow-ups which was discussed during the meeting in Task 4.1.

Wait for your supervisors reply on the status of the matters you raised.

Identify the issues, concerns and problems that are still currently unresolved based on your supervisors reply. You must identify:

At least one issue

At least one concern

At least one problem

You will address the identified issues, concerns and problems in the following task.

You must submit evidence of your email correspondence with your supervisor.

Your email correspondence must include:

A timestamp for when you sent the email.

Your supervisors reply on the unresolved issues, concerns, and problems youve identified in your email.

Evidence of email correspondence can include, but are not limited to, the following:

PDF copy of the email correspondence

Screenshots of each email

Submit the copy of your email correspondence with your supervisor to your assessor.

Evidence of email correspondence can include, but are not limited to, the following:

PDF copy of the email correspondence

Screenshots of each email

Task 5.3 Create an Action Plan

-285750-20002500ASSESSMENT INSTRUCTIONS

Review your email correspondence with supervisor from Task 4.2. Review the still unresolved issues, concerns and problems that were identified by your team members.

Locate the Action Plan provided within this workbook. Complete the following sections of the Action Plan:

Part I

Identify at least six feedback from either internal stakeholders or external stakeholders.

Feedback identified must include:

At least two issues

At least two concerns

At least two problems

If you identify feedback from internal stakeholders:

Review your supervisors reply to your follow-up email in Task 4.2.

Identify the unresolved feedback from your supervisors response

Internal stakeholders may include, but are not limited to, the following:

Assistant Managers

Senior Management

If you identify feedback from external stakeholders:

Access workplace documents that contain feedback submitted by external stakeholders.

Identify at least six of the feedback listed below based on the workplace documents accessed

Workplace documents can include, but are not limited to, the following:

Feedback forms

Emails received from external stakeholders

External stakeholders may include, but are not limited to, the following:

Clients

Suppliers

Access at least one of your organisations policy and procedures that is relevant to each of the unresolved feedback you have identified.

Identify each policy and procedure.

Policy and procedures document must be relevant to each feedback identified. Documents become relevant if it contains a requirement that will guide you on how to address each feedback identified.

Briefly explain how each identified policy and procedure document is relevant to each unresolved feedback

Part II

Identify at least one action item to address each feedback.

Each action item must aim to address each feedback based on the identified requirement that makes the policies and procedures documents relevant to each feedback.

Record the action items you identified for each feedback from Part I

Date when each action item will be implemented

Expected outcome when each action item has been implemented

Do not write anything on the following sections of the Action Plan. These will be completed in the next task.

Date Implemented

Actual Result

Signature

Assessor Declaration

Submit the partially completed Action Plan to your assessor.

You will need a copy of your partially completed Action Plan to complete Task 4.4.

Action Plan

Completed By: FORMTEXT

Workplace/Organisation: FORMTEXT

Date: FORMTEXT

PART I

Source of Feedback

Identify if unresolved feedback was identified by an internal or external stakeholder FORMTEXT

Unresolved Feedback Relevant Organisational Policy and Procedure Relevance of Policy and Procedure to Feedback

Performance Issues

FORMTEXT FORMTEXT FORMTEXT

Concerns

FORMTEXT FORMTEXT FORMTEXT

Performance Problems

FORMTEXT FORMTEXT FORMTEXT

Add more rows as needed.

PART II

Action Item Planned Implementation Date Expected Outcome Date Implemented Actual Result Assessors Signature

Performance Issues

FORMTEXT FORMTEXT FORMTEXT FORMTEXT FORMTEXT FORMTEXT

Concerns

FORMTEXT FORMTEXT FORMTEXT FORMTEXT FORMTEXT FORMTEXT

FORMTEXT FORMTEXT FORMTEXT

Performance Problems

FORMTEXT FORMTEXT FORMTEXT FORMTEXT FORMTEXT FORMTEXT

Add more rows as needed.

Task 5.4 Implement the Action Plan

-285750-20002500ASSESSMENT INSTRUCTIONS

Access the partially completed Action Plan from Task 4.3.

Arrange a time with your assessor to observe you in implementing the action items. Discuss all requirements of the task with your assessor and prepare these before conducting each action item.

Your assessor must complete one Observation Form.

If direct observation is not possible, record how you conducted each action item in a video. Ensure to obtain permissions first from persons involved before doing so.

Implement the action items identified in the Action Plan for each unresolved feedback.

Complete the following sections in Part II of the Action Plan after implementing all action items:

Date Implemented

Actual Result

Have your assessor sign the Signature column and the Assessor Declaration Form found at the end of the Action Plan. This is to ensure that all action items were implemented following your responses in the Action Plan. Assessors signature must be handwritten.

Submit the completed Action Plan to your assessor.

Observation Form (For Assessors Use Only)

INSTRUCTIONS TO THE ASSESSOR

The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form.

Before observing the learner:

Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment.

Ensure that the learner understands the requirements of the task and the skill requirements before proceeding.

For this assessment, the learner is required to implement all action items they identified. Prior to conducting the meeting, discuss with the learner to ensure that they have access to the following:

A safe environment to conduct the meeting (please tick at least one):

At least two team members

Action Plan template

Video camera or a mobile phone with video recording capabilities

Only if direct observation is not possible.

Continued on the next page.

Your Role as the Observer/Assessor

You are required to observe the learner implement the action items they identified. The learner will provide you a copy of the Observation Form which you must complete during the observation task.

Select the method of observation to be conducted:

Direct observation

Assessor must be physically present in the assessment environment.

Observation via video recording

Learner and the assessment requirements must be present in the video recording.

Complete the Observation Form for this task:

Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task.

Indicate the date when the observation is conducted.

Provide an overall feedback on the learners performance to assist the learner in addressing any areas of improvement.

Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation.

Discuss any further queries about the task and associated requirements with the learner before commencing.

Observation Form begins on the next page.

Observation Form

Learner Name: FORMTEXT

Name of Workplace/Organisation: FORMTEXT

Task Title

Refer to task title. FORMTEXT

Date of Observation: FORMTEXT

Did the learner demonstrate the following during the meeting with the internal stakeholders? Yes No Details of Observation

Comments

Discuss with others using appropriate:

Vocabulary

Did the learner:

Avoid using slang or too technical jargon FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT

FORMTEXT

Avoid the use of words that discriminates others (e.g., words that discriminate others based on sex, gender, race, etc.) FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT Non-verbal features

Did the learner:

Maintain eye contact with the person they are talking to FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT FORMTEXT

Use appropriate gestures and posture (e.g., does not use excessive hand gestures, keep back straight and head high) FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT

Use the following techniques to discuss with the team members:

Listening techniques

Did the learner:

Repeat a question or statement heard to encourage others to elaborate their thoughts further FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT FORMTEXT

Paraphrase statements to try to get the gist of the others idea FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT Questioning techniques

Did the learner:

Ask open-ended questions to the person they are talking to FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT FORMTEXT

Ask the speaker to elaborate on their response (e.g., what do you mean by that?) FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT OVERALL FEEDBACK TO LEARNER

FORMTEXT

BSBTWK502 Manage team effectiveness

ASSESSMENT Task 5 Project Assessment: Liaise with Stakeholders

Students Name Assessors name: Satisfactory response: Yes No

Task 5.1 Meet with Stakeholders

1 Submitted a completed Communication Requirements: Meetings template

2 Identified at least two organisational protocols they must perform during each consultation.

3 Submitted completed Meeting Minutes templates as evidence of their discussion with at least two internal stakeholders.

5 Demonstrated required skills during observation

Task 5.2 Request for a follow-up

1 Submitted a copy of their email correspondence with their supervisor.

2 Submitted a copy of their supervisors reply

Task 5.3 Create an Action Plan

1 Submitted a partially completed Action Plan

2 Identified at least six unresolved feedback from either internal or external stakeholders (2 issues, 2 concerns, 2 problems)

3 Identified at least one organisational policy and procedure relevant to each unresolved feedback

4 Explained how each identified policy and procedure is relevant to the identified unresolved feedback

5 Identified at least 1 action item to address each feedback

6 Identified date they intend to conduct each action item

7 Explained their expected outcome from each action item

Task 5.4 Implement the Action Plan

1 Submitted a completed Action Plan (date implemented and actual result)

2 Demonstrated required skills during observation

Feedback to Student:

Result o Satisfactoryo Not Yet Satisfactory

Assessors Signature: Date:

-561975-47561500left-3473500-5991367-9144000020605756373350Learner Assessment Pack

00Learner Assessment Pack

2908705628332502227580744814600

19831797619728Coordinate recruitment

and onboarding

00Coordinate recruitment

and onboarding

20834356969315BSBHRM415

00BSBHRM415

Precision Group (Australia)

Level 13, 269 Wickham St, Fortitude Valley 4006

Email: info@precisiongroup.com.au

Website: www.precisiongroup.com.au 2021 Precision Group (Australia)

BSBHRM415 - Coordinate recruitment and onboarding (Release 1)

These terms are subject to the conditions prescribed under the Australian Copyright Act 1968. Copying for Educational Purposes

Disclaimer

Version Control & Document History

Date Summary of modifications Version

19 February 2021 Version 1 final produced following assessment validation. 1.0

8 April 2021 Amended SAQ 3 Updated the total number of NES requirements to eleven in learner instructions

Updated definition of Casual Employees in Checklist Item 7c in Workplace Project Task 1 Assessors checklist 1.1

Table of Contents

TOC o "1-4" h z u Assessment Delivery PAGEREF _Toc64376973 h 5Learner Information PAGEREF _Toc64376974 h 6Steps for Learners PAGEREF _Toc64376975 h 8Reasonable Adjustment PAGEREF _Toc64376976 h 9Resources Required for Assessment PAGEREF _Toc64376977 h 10Accessing Intranet Pages PAGEREF _Toc64376978 h 12Assessment Agreement PAGEREF _Toc64376979 h 13Assessment Tasks PAGEREF _Toc64376980 h 15Short Answer Questions PAGEREF _Toc64376981 h 17Practical Assessment PAGEREF _Toc64376982 h 27Your State/Territory PAGEREF _Toc64376983 h 28Workplace Project Assessment PAGEREF _Toc64376984 h 29Project Overview PAGEREF _Toc64376985 h 29Task 1: Establish Recruitment Requirements PAGEREF _Toc64376986 h 31Task 2: Job Descriptions PAGEREF _Toc64376987 h 31Task 3: Source Candidates PAGEREF _Toc64376988 h 35Task 4: Conduct Interviews PAGEREF _Toc64376989 h 38Task 5: Conduct Selection Activities and Skills Assessments PAGEREF _Toc64376990 h 40Task 6: Reference Check PAGEREF _Toc64376991 h 43Task 7: Candidate Assessment and Selection PAGEREF _Toc64376992 h 45Task 8: Provide Selection Feedback to Candidates PAGEREF _Toc64376993 h 51Task 9: Candidate Contract Signing PAGEREF _Toc64376994 h 53Task 10: Advise Stakeholders on New Hires and Prepare Administrative Arrangements PAGEREF _Toc64376995 h 54Task 11: Onboard New Hires PAGEREF _Toc64376996 h 57Assessment Workbook Checklist PAGEREF _Toc64376997 h 59Assessment Workbook Checklist PAGEREF _Toc64376998 h 60Recording PAGEREF _Toc64376999 h 65Record of Assessment PAGEREF _Toc64377000 h 66

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Learner Assessment Pack

Assessment Delivery

Learner Information

This Learner Assessment Pack is designed for you to complete the assessment for BSBHRM415 - Coordinate recruitment and onboarding (Release 1). It may refer to your own workplace/organisation, or to a simulated business provided by your assessor.

Each Learner Assessment Pack is made up of four parts:

Assessment Delivery

Learner Information

Steps for Learner

Assessment Agreement

Assessment Tasks

Assessment Tasks, including:

Short Answer Questions

Practical Assessment

Assessment Workbook Checklist

Recording

Record of Assessment

Assessments are designed to be completed using your industry/organisation, but your Registered Training Organisation (RTO) may assist you by contextualising the unit to be completed in a simulated workplace environment.

The practical assessment tasks may be completed using your own workplace, a simulated environment, or a mix of both, as instructed by your assessor. To contextualise this assessment to your industry/organisation, you may be asked by your assessor to provide additional information based on your industry/organisation.

Instructions are given for each task. If you have questions, or unclear how to proceed, consult with your assessor.

Records of all aspects of the assessment must be kept in your Learner Assessment Pack

The record of assessment is a legal document and must be signed, dated, and a copy stored as required by your Registered Training Organisation (RTO).

Steps for LearnersYour Learner Assessment Pack:

Discuss with your assessor if you intend to undertake the practical assessment tasks based on your employing organisation, in a simulated business, or in a mix of both.

After you complete your assessment, gather and submit your evidence documents as detailed in the task(s) in the timeframe agreed with your assessor.

Your assessor will advise you if there are any further steps for you to take to satisfactorily complete this assessment.

Reasonable Adjustment

Adapted Reasonable Adjustment in teaching, learning and assessment for learners with a disability - November 2010 - Prepared by - Queensland VET Development Centre

Reasonable adjustment in VET is the term applied to modifying the learning environment or making changes to the training delivered to assist a learner with a disability. A reasonable adjustment can be as simple as changing classrooms to be closer to amenities or installing a particular type of software on a computer for a person with vision impairment.

Why make a reasonable adjustment?

We make reasonable adjustments in VET to make sure that learners with a disability have:

The same learning opportunities as learners without a disability, and

The same opportunity to perform and complete assessments as those without a disability.

Reasonable adjustment applied to participation in teaching, learning and assessment activities can include:

Customising resources and assessment activities within the training package or accredited course

Modifying the presentation medium

Learner support

Use of assistive/adaptive technologies

Making information accessible both before enrolment and during the course

Monitoring the adjustments to ensure learners needs continue to be met

Assistive/Adaptive Technologies

Assistive/Adaptive technology means software or hardware that has been specifically designed to assist people with disabilities in carrying out daily activities (World Wide Web Consortium - W3C). It includes screen readers, magnifiers, voice recognition software, alternative keyboards, devices for grasping, visual alert systems, digital note-takers.

IMPORTANT:

Reasonable adjustment made for collecting learner assessment evidence must not impact on the standard expected by the workplace, as expressed by the relevant unit(s) of competency. For example, if the assessment were gathering evidence of the learners competency in writing, allowing the learner to complete the assessment verbally would not be a valid assessment method. The method of assessment used by any reasonable adjustment must still meet the competency requirements.

Resources Required for Assessment

To complete the Practical Assessment tasks, you will require access to:

Computer with internet and email access, and a working web browser

Installed software: Word, Adobe Acrobat Reader

A workplace, or a simulated workplace environment that will allow you access to:

Information relevant to each position you must recruit for as identified in Workplace Project Task 1

Organisational policies and procedures on the following:

Development of job descriptions

Sourcing candidates

Conducting interviews

Implementation of selection activities in Workplace Project Task 5

Providing feedback on application process to candidates This can include information on the following:

Timeline to provide feedback after assessment

Specific templates to use

Assessing and selecting suitable candidates

Preparing an employment contract

Employee records

Setting up pay records for new hires

Onboarding

Workplace templates, including or similar to the following:

Request for Approval to Recruit

Job Description

Screening Checklist

Reference Check

Selection Report

Employee Records

Pay Records

Sources of privacy and confidentiality requirements, such as:

Legislation (e.g. Privacy Act 1988)

Organisational requirements

Legislation and regulations relevant to

Assessing candidates

Selecting candidates

Sourcing and screening candidates

People, including:

At least two clients each must have a recruitment need

Clients refers to individuals or groups who has a job vacancy they need to be filled. Clients can refer to:

External stakeholders (e.g., employer organisations, clients, recruitment agencies, etc.)

Internal stakeholders (e.g., department managers, senior management, etc.)

Relevant stakeholders relevant to the following tasks:

At least two for each position in Workplace Project Task 10

Relevant stakeholders refer to the individuals or groups within the organisation that each new hire is expected to interact with in accomplishing their positions work tasks.

At least two for each position in Workplace Project Task 11

Relevant stakeholders refer to individuals or groups that will facilitate part, if not the whole, onboarding of each new hire.

Opportunity to:

Communicate with clients to identify recruitment needs

Develop job descriptions, selection criteria and interview questions

Source and interview qualified candidates

Conduct selection activities and skills assessment

Conduct reference checks for each qualified candidate

Prepare a selection report on recommended candidates

Provide feedback to candidate

Prepare employment contracts and facilitate contract signing

Prepare all necessary administrative arrangements for new hires

Coordinate onboarding

Accessing Intranet Pages

Some assessment tasks may require you to access specific pages from the simulated business, Bounce Fitness. Links to these pages are formatted in Blue Text.

To access these, hold the Ctrl key for Windows users while clicking on these links. For Mac users, directly click the link.

The simulated business, Bounce Fitness, can be accessed by going to http://bouncefitness.precisiongroup.com.au.

Assessment AgreementInstructions:

Discuss and accomplish this section with your assessor before commencing then sign the confirmation at the end of this Agreement.

Please tick at least one of the following for each section:

Delivery Method Classroom

Small Group

One-on-One

Online

Other (please describe)

Assessment Pathway (for Practical Assessment) Learners Organisation (Pre-assessment meeting conducted)

Simulated Workplace Environment (Contextualised by RTO)

Assessment Conditions Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to:

Workplace policies and procedures relevant to performance evidence

Position descriptions

Legislation, regulations, codes and standards relevant to staff recruitment, selection and onboarding.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

I confirm that the activities and assessment completed for this unit are my own work, and comply with all relevant copyright and plagiarism rules.

I understand that if there is any doubt in the authenticity of any piece of my assessment submission, I can be orally examined, and the signatory of evidence records may be contacted.

Learners name PARMINDER KAUR HUNDAL

Learners signature FORMTEXT Date 23/10/2023

Assessors name FORMTEXT

Assessors signature FORMTEXT Date 23/10/2023

End of Assessment Agreement

13546671295400

Learner Assessment Pack

Assessment Tasks

Tasks

Complete all tasks in this assessment as instructed. If you have questions, consult with your assessor.

Contextualisation of Assessments by RTOs

Contextualisation is the process of modifying assessment tools to make learning more meaningful for your learners and their employers.

Precision Group (Australia) recommends that your RTO contextualise the assessment tools to suit particular industry requirements and specific organisational requirements before using them. Contextualisation must retain the integrity of the assessment and the outcome of the unit of competency.

Short Answer Questions

Question 1

Access the Privacy Act 1988 and answer the following questions. Ensure to access the most current version of the Privacy Act in the series.

Privacy Act 1988

https://www.legislation.gov.au/Series/C2004A03712

Identify at least three instances wherein an organisation or recruitment agency can collect sensitive information about an individual.

Non-profit organisation: Information can be collected if there is a court/Tribune order

Ii Information also can be collected if Australin laws needs it.

iii. Non- Profit organisation can collect the information if the information is related to the activity of the organisation

Upon collection of personal information, identify at least four matters that an organisation or recruitment agency must tell the individual.

Identify and contact information of organisation.

If the collection is required by the Australian law

Any individual that the organisation recruitment agency discloses the personal information

If the personal information will be disclose to the overseas recipient.

Identify at least three situations that organisations and recruitment agencies must protect their collected personal information from.

Misuse

Lost

Unauthorised access.

Briefly explain the conditions that must be met before organisations and recruitment agencies can destroy or de-identify the personal information they have collected

1: When the agency does not need the information anymore.

2: When some person is deceased.

3: When the information is not required in commonwealth record.

Preliminary Task

Questions 2 and 3 of this Short Answer Questions require you to refer to the regulations and requirements relevant to recruitment of your state/territory.

For your assessors reference, indicate below which state/territory you are currently based or located in by ticking the box that corresponds to your answer.

When answering Questions 2 and 3, you must refer to regulations relevant to recruitment of the state/territory you ticked below.

The state/territory where your workplace/organisation is based or located in.

o Australian Capital Territory o South Australia

o New South Wales o Tasmania

o Northern Territory o Victoria

o Queensland o Western Australia

Question 2

Complete the table below:

Identify at least two of the following relevant to the recruitment processes of employment agencies and organisations

Recruitment process can involve initial identification of job vacancies up until the onboarding of new hires.

Regulations

Codes of Practice

For each regulation and standard identified outline at least one requirement that affect recruitment processes.

Regulations

Identify the title of each regulation Requirements that Affect Recruitment Processes

Fair work Regulations If the learner identifies the Fair work regulation the requirement can be

identifying that Fair work statement must have an explanation of the effect

on an employees entitlement under the national employment standards if

the employee is a transferring employee.i

ii. Privacy regulations FORMTEXT

Codes of Practice

Identify the title of each code of practice Requirements that Affect Recruitment Processes

1. Employment service Code of Practice The requirement could be identifying the businesses that are contracted to

deliver the employment services and funded by the government then they

must work in partnerships with stake holders and communities to identify

Their needs.

FORMTEXT FORMTEXT

Question 3

Answer the questions below about the National Employment Standards (NES).

Briefly explain how the NES are relevant to the job offer stage of recruitment processes.

Ans The requirement could be identifying the businesses that are contracted to

deliver the employment services and funded by the government then they

must work in partnerships with stake holders and communities

Complete the table below:

Identify at least three of the ten minimum entitlements under the NES

Briefly explain the requirements under each entitlement identified

NES Minimum Entitlement Brief Explanation of the Requirements for Each Entitlement

FORMTEXT FORMTEXT

Question 4

Complete the table below about interview techniques commonly used by interviewers. For each interview technique listed:

Briefly describe how the technique is used during interviews

Explain why the technique is used

Interview Techniques Brief Description of How Each Technique is Used Explanation on Why Each Technique is Used

Candidate introduction FORMTEXT FORMTEXT

Asking interview questions FORMTEXT FORMTEXT

Active listening FORMTEXT FORMTEXT

Documenting the interview FORMTEXT FORMTEXT

Question 5

Complete the table below by:

Identify at least three methods used for sourcing candidates for recruitment

Briefly explain how each method is used to source for candidates

Method for Sourcing Candidates for Recruitment Brief Explanation on How Each Method is Used to Source For Candidates

FORMTEXT FORMTEXT

Question 6

Identify at least three methods commonly used to attract candidates during recruitment.

Methods must aim to attract candidates to choose the presented job offer or job application over other possible opportunities the candidate may be considering.

Method for Attracting Candidates

FORMTEXT

Question 7

Access your organisations procedures for the following:

Assessing candidates during recruitment

Reporting the results of the candidate assessments

Answer the questions below based on information from your organisations procedures. You must submit a copy of the accessed organisational procedures to your assessor.

Identify at least two different methods used when assessing a candidates fit for a position.

FORMTEXT

Outline the process used by your organisation to report the results of candidate assessments.

FORMTEXT

Question 8

Access your organisations procedures for providing feedback to candidates.

Based on your organisations procedures, explain your organisations strategies for providing the kinds of feedback listed below.

Strategies refer to the specific plans an organisation has in place when informing candidates about their results.

Ensure to submit a copy of the accessed organisational procedures to your assessor.

Feedback to successful candidates who pass the job application process.

FORMTEXT

Feedback to unsuccessful candidates who did not pass the job application process.

FORMTEXT

Practical AssessmentThe Practical Assessment is a set of tasks that must be completed in a workplace, or in an environment with conditions similar to that of a real workplace.

To be assessed for this unit of competency, you must demonstrate your skills and knowledge to develop and implement strategies to source candidates and to assess their suitability for available positions.

The Practical Assessments in this workbook include:

Workplace Project Assessment

A series of tasks assessing the learners practical knowledge and skills relevant to the unit of competency. This includes the learner completing workplace documents or similar as evidence of competent performance.

Workplace Practical Observation

A set of assessment tasks where the learner must demonstrate practical skills relevant to the unit of competency. These skills are to be demonstrated while being observed by the assessor.

IMPORTANT!

All signatures/initials in your submissions, including yours, must be handwritten and dated. Submissions with signatures/initials must be scanned.

The supervisor/observer who completes and signs your evidence submissions must provide their real name, contact number, and email address for your assessors reference.

Should you encounter issue or concerns regarding your assessment, contact your assessor.

Your State/TerritorySome tasks in this Practical Assessment require you to refer to legislation and regulation relevant to recruitment processes applicable to your state/territory.

For your assessors reference, indicate below which state/territory your workplace/organisation is based or located in by ticking the box that corresponds to your answer.

When completing these tasks, refer to legislation and regulations applicable to the state/territory you ticked below.

The state/territory where your workplace/organisation is based or located in.

o Australian Capital Territory o South Australia

o New South Wales o Tasmania

o Northern Territory o Victoria

o Queensland o Western Australia

Workplace Project AssessmentProject Overview

This workplace project assessment requires you to coordinate the recruitment and onboarding or at least two candidates.

This assessment is divided into eleven tasks:

Task 1: Establishing Recruitment Requirements

Task 2: Job Descriptions

Task 3: Source Candidates

Task 4: Conduct Interviews

Task 5: Conduct Selection Activities and Skills Assessments

Task 6: Reference Check

Task 7: Candidate Assessment and Selection

Task 8: Provide Selection Feedback to Candidates

Task 9: Candidate Contract Signing

Task 10: Advise Stakeholders on New Hires and Prepare Administrative Arrangements

Task 11: Onboard New Hires

This project requires you to complete the assessment tasks in a real workplace, or in an environment with conditions similar to that of a workplace.

Each task comes with a set of instructions. You are to follow and perform these instructions while being observed by the assessor and/or submit any required documentation as evidence of task completion.

Before starting this assessment, your assessor will discuss with you these tasks, including instructions, resources, and guidance for satisfactorily completing them.

You are required to:

Complete the tasks within the time allowed, as scheduled in-class roll.

Develop selection criteria and interview questions for job positions to recruit

Develop job descriptions and use it to support each positions recruitment process

Demonstrate the screening and interview process of your organisation

Conduct reference checks

Provide employment contracts to successful candidates

Coordinate onboarding of new hires

Resources Required for Assessment

Resources you need to access to complete the project assessment are outlined in the Resources Required for Assessment section of this workbook, and in the corresponding Assessors Checklist and/or Observation Form of each task.

Discuss each requirement with your assessor before commencing with each task. They will organise the resources required for this assessment.

IMPORTANT: Additional workplace resources may be required upon the contextualisation of this assessment.

Forms and Templates

Generic forms and templates are provided in the project tasks, unless otherwise specified. These can be accessed from the following link:

BSBHRM415 Forms and Templates

If you are currently in a workplace, use similar workplace templates and forms used by your organisation to complete each assessment task.

Discuss with your supervisor and your assessor first to ensure that the forms/templates you will use cover all criteria required by each assessment task.

Review these forms and templates with your assessor before starting the task.

Task 1: Establish Recruitment Requirements-374650-25781000ASSESSMENT INSTRUCTIONS

This task will require you to:

Identify at least two job positions to recruit for each clients organisation and ensure your authority to recruit for each position

You will complete all the tasks in this assessment for each of these job positions identified.

Identify information relevant to each job position

Part A. Establish Recruitment Need and Authority to Recruit

Use your workplace/organisations template to complete this task or use the Request for Approval to Recruit Form template provided at the Bounce Fitness site.

To complete this task, you must:

Identify at least two clients who each have at least one job position to fill within their respective organisations.

Clients refer to individuals or groups who have a job vacancy they need to be filled. Clients can refer to:

External stakeholders (e.g., employer organisations, clients, recruitment agencies, etc.)

Internal stakeholders (e.g., department managers, senior management, etc.)

Access sources that contain information about each job position identified.

Sources accessed can include:

Individuals with knowledge about each position (e.g., supervisors or client)

Fair Work Act 2009

Award, enterprise agreements or other registered agreements that are used by your organisation

Organisational plans

Complete one Request for Approval to Recruit form for each job vacancy with the information gathered about each position. Complete all sections within the template

Review your organisations requirements for recruitment. Requirement must contain information on the individual that approves requests for recruitment.

Submit your completed forms for approval to the identified individual.

Part B. Consult with Stakeholders

Your assessor will observe you as you consult relevant stakeholders about information regarding each position to be filled.

Relevant stakeholders refer to individuals or groups who have information about the duties, responsibilities, and other details relevant to each position to be filled. This must include the clients identified in Workplace Project Task 1.

You will be assessed on your practical skills to:

Present the information gathered in each completed Request for Approval to Recruit form

Discuss the following for each position to be filled:

Information needed for the job description to be developed, specifically:

Position title

Responsibilities expected of the position

Performance goals

Qualifications, skills and experience

You will be developing the job descriptions for each position in Workplace Project Task 3.

Selection criteria to be used

Interview questions to be asked

Selection activities to be implemented

Selection activities are tests or practical demonstrations that allow candidates to showcase the extent of their knowledge and/or abilities relevant to the job position. These can include:

Psychometric testing

Assessment centres

Ability tests

Workforce strategy to be implemented

Use clear language and appropriate tone

Ask appropriate questions to gather information during the consultation

You must complete a meeting minutes during your consultation.

Before beginning Part B, review your organisations policies and procedures for developing a job description.

Use your workplace/organisations template to complete this task or use the Meeting Minutes template provided at the Bounce Fitness site.

Review the following before starting this task:

Workplace Project Task 1 Assessors Checklist

Workplace Project Task 1 Observation Form

These forms outline the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

All practical skills you need to demonstrate to satisfactorily complete the observation task.

You assessor will discuss these resources with you, and the criteria outlined in these forms prior to this assessment.

Submit the following documents to your assessor:

Two completed Request for Approval to Recruit Forms from the identified individual for approvals

Meeting minutes from consultation with relevant stakeholders

You must also submit supplementary evidence of the documents or sources used to complete this task. Supplementary evidence to submit includes:

Documents or sources accessed to gather information to complete each Request for Approval to Recruit Forms

This can include:

Organisational plans

Communications with relevant stakeholders

Copy of the legislation, modern award, enterprise agreement, or other registered agreements that apply to your organisation

Copy of organisations requirements for recruitment

Task 2: Job Descriptions-374650-25781000ASSESSMENT INSTRUCTIONS

This task will require you to develop job descriptions for each vacant job position using the information gathered in Workplace Project Task 1.

Use your workplace/organisations template to complete this task or use the Job Description template provided at the Bounce Fitness site.

To complete this task, you must:

Review the following:

Information about each position gathered during your discussion with relevant stakeholders during Part B of Workplace Project Task 1.:

Organisational policies and procedures relevant to the development of job descriptions

Complete two job description templates one for each position to be filled. Specifically, each template must include:

Position title

Responsibilities expected of the position

Performance goals

Qualifications, skills and experience

Information outlined in each job description template must either be consistent or based on the information discussed with relevant stakeholders in Workplace Project Task 1.

Review Workplace Project Task 2 Assessors Checklist before starting this task. This form outlines the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Review the template you will use to complete this task. If you are using a template from your workplace/organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use the Job Description template provided at the Bounce Fitness site.

Submit the two completed job descriptions to your assessor.

You must also submit a copy of the organisational policies and procedures accessed to complete this task.

Task 3: Source Candidates

-374650-25781000ASSESSMENT INSTRUCTIONS

This task will require you to source for candidates for each job vacancy identified in Workplace Project Task 1.

You will be assessed on your practical skills to:

Implement your organisations strategies for sourcing candidates

Collect resumes of candidates identified during sourcing

Conduct preliminary screening on the sourced candidates.

For each candidate screened, complete a copy of the screening checklist partially completed for each job position.

Organise interviews for candidates that pass the preliminary screening.

Use your workplace/organisations template to complete this task, or use the Screening Checklist template provided at the Bounce Fitness site.

Before starting this task, you must:

Review the following:

Your organisations policies and procedures for sourcing candidates. Information must include:

Sourcing strategies used by your organisation

Sourcing strategies refers to your organisations strategy for gathering interested and/or qualified candidates for available job positions. Strategies can include:

Posting online job posts

Using offline sourcing channels (e.g., job fairs)

Implementing referral programs for internal employees

Resources needed for sourcing candidates

The job descriptions completed in Workplace Project Task 2 for each job position to recruit for

Selection criteria identified for each job position in Workplace Project Task 1

Identify at least one legislation containing requirements relevant to sourcing candidates. Requirements can discuss the following:

Fair or unbiased treatment of candidates

Avoiding discrimination

Partially complete at least two screening checklists at least one for each position the learner must recruit for.

Each template must contain the following information relevant to each job position:

At least two legislative requirements relevant to sourcing candidates

Selection criteria for each job position

These will be used to determine qualified candidates from the initial pool gathered during sourcing.

Create copies of each partially completed screening checklist for each candidate you source for each position.

Review the following before starting this task:

Workplace Project Task 3 Assessors Checklist

Workplace Project Task 3 Observation Form

These forms outline the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

All practical skills you need to demonstrate to satisfactorily complete the observation task.

You assessor will discuss these resources with you, and the criteria outlined in these forms prior to this assessment.

Submit the following documents:

At least four completed Screening Checklists for the qualified candidates proceeding with the interview at least two for each job position you must recruit for. This must contain the resumes of the qualified candidates at the end of the checklist.

Evidence of organising interviews with successful candidates.

Evidence can include:

Email correspondence

Phone call transcript

When using this as evidence, you must inform the other party that the call is being recorded and will be used as evidence for this assessment.

Copy of your organisations policies and procedures for sourcing candidates

IMPORTANT!

Confidential information must be blocked out or de-identified from the documents required for this task before submitting these to your assessor.

Task 4: Conduct Interviews-374650-25781000ASSESSMENT INSTRUCTIONS

Your assessor will observe you as you conduct the face-to-face interviews for each position with the candidates sources from Workplace Project Task 3.

You will be assessed on your practical skills to:

Ask candidates the interview questions developed during Workplace Project Task 1

Inform candidates about the next step in the recruitment process

Before commencing this task, you must:

Review the following:

Your organisations policies and procedures for conducting interviews

Interview questions developed for each job position from Workplace Project Task 1

Job descriptions for each position developed in Workplace Project Task 2

Review the following before starting this task:

Workplace Project Task 4 Assessors Checklist

Workplace Project Task 4 Observation Form

These forms outline the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

All practical skills you need to demonstrate to satisfactorily complete the observation task.

You assessor will discuss these resources with you, and the criteria outlined in these forms prior to this assessment.

Submit a copy of the accessed organisational policies and procedures to your assessor before conducting the interviews

Submit evidence of conducting interviews to your assessor at the end of this task.

Evidence can include:

Filled-out interview questionnaire

Meeting minutes

Video recording

When using this as evidence, ensure to inform candidate of the purpose of the recording before doing so.

Task 5: Conduct Selection Activities and Skills Assessments-374650-25781000ASSESSMENT INSTRUCTIONS

This task will require you to conduct the selection activities identified in Workplace Project Task 1 and assess the candidates results from the selection activities against each positions requirements.

Candidates must be the same candidates from Workplace Project Task 4.

This task is divided into two parts.

Part A. Conduct Selection Activities for Each Position

To complete this task, you must:

Review the following for this task:

Selection activity identified for each job position from Workplace Project Task 1

Organisational policies and procedures relevant to the implementation of each selection activity identified. This can include information on the following:

Resources needed when conducting the selection activity

Specific guidelines and instructions to either provide the candidate or to abide by when conducting each activity

Prepare resources needed to conduct each selection activity for each candidate.

Resources depend on the type of activity to be conducted. These can include:

Copies of tests to be implemented and their answer keys

Specific materials or tools needed for ability tests

Writing tools

specific technology needed to complete the activities

Conduct the selection activity identified for each position to each candidate from Workplace Project Task 4.

Part B. Assess the Skills of Each Candidate

To complete this task, you must:

Review the following:

For each job position to be filled:

Job description developed in Workplace Project Task 2

Selection criteria identified in Workplace Project Task 1

Results of selection activities from Part A of this task.

Assess each candidates results from the selection activities against the requirements of the position they are applying for.

Requirements used for assessment will depend on the selection activity the candidates completed for each position in Part A of this task. This can include:

Answer keys for general ability tests

Criteria to be met by demonstrations for ability tests

Review Workplace Project Task 5 Assessors Checklist before starting this task. This form outlines the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit the following to your assessor:

Evidence of conducting selection activities

Evidence can include:

Copies of completed test, unmarked

Pictures or samples of candidates completed products

Video recording

When using this as evidence, ensure to inform candidate of the purpose of the recording before doing so.

Evidence of skills assessments

Evidence can include:

Marked test results

Marked samples of candidates completed products

Written decisions on demonstration results

You must also submit the following as supplementary evidence:

Organisational policies and procedures for conducting each selection activity

Supplementary documents/sources used to complete your skills assessments. These can include:

Answer keys

Criteria for checking demonstrations or sample products

IMPORTANT!

Confidential information must be blocked out or de-identified from the documents required for this task before submitting these to your assessor.

Task 6: Reference Check

-374650-25781000ASSESSMENT INSTRUCTIONS

This task will require you to:

Collect additional information from candidates from Workplace Project Task 5

Contact the referees each candidate provided in Workplace Project Task 4 and collect their reports.

Part A.: Collect Additional Information

To complete this task, you must:

Review the following documents relevant to each candidate:

Resume collected from each candidate during sourcing from Workplace Project Task 3

Interview results from Workplace Project Task 4

Selection activity results from Workplace Project Task 5

Skills assessment findings from Workplace Project Task 5

Identify additional questions you must ask the candidate to finalise your findings on the candidates suitability for the position. Questions can include:

Clarifications on aspects of their resume

Questions on additional details about qualification, skills or experience not clear from their resume or interview

Additional questions that you might have missed during the interview

Part B.: Conduct Reference Checks

Use your workplace/organisations template to complete this task, or use the Reference Check template provided at the Bounce Fitness site.

To complete this task, you must:

Review the following:

Job descriptions developed in Workplace Project Task 2

Details of each candidates referee as identified during the interview in Workplace Project Task 4.

Identify questions regarding each candidates performance regarding the requirements for each job you intend to ask each referee

Conduct reference checks with each candidates referee. Candidates must be the same candidates from Workplace Project Task 5.

Review the template you will use to complete this task. If you are using a template from your workplace/organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use the Reference Check template provided at the Bounce Fitness site.

Review Workplace Project Task 6 Assessors Checklist before starting this task. This form outlines the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit at least four completed Reference Check templates to you assessor. You must submit at least one template for each referee contacted each candidate must have at least one referee.

You must also submit the following documents:

Evidence of collecting additional information

Evidence of conducting reference checks

Evidence must be at least one of the following:

Email correspondence

Meeting minutes

Video recording of the meeting

When using this as evidence, ensure to inform the candidate and the referee of the purpose of the recording before doing so.

Task 7: Candidate Assessment and Selection-374650-25781000ASSESSMENT INSTRUCTIONS

This task will require you to consult relevant stakeholder during your candidate assessment and selection, then document and communicate your recommendation.

Relevant stakeholders refer to individuals or groups who are involved in the job recruitment process for each position you must recruit for in this task.

Part A: Consult Relevant Stakeholders for Assessment and Selection

To complete this task, you must:

Review the following documents relevant to each job position and candidate:

Job descriptions developed for each job position from Workplace Project Task 2

Completed Screening Checklist template with resumes of the qualified candidate from Workplace Project Task 3

Evidence of conducting each interview in Workplace Project Task 4

Evidence of conducting selection activities and skills assessment from Workplace Project Task 7

Additional information collected from candidates in Workplace Project Task 6

Referee reports for each candidate from Workplace Project Task 6.

Access and review the following documents:

Organisational policies on assessing and selecting suitable candidates

Legislation containing requirements applicable to the assessment and selection process

Requirements must be relevant to providing fair and unbiased assessment on candidates performance and selecting the most suitable candidate based on their abilities, qualifications and suitability against the job requirements.

Complete the table below with the identified organisational and legislative requirements.

Consult at least two relevant stakeholders. During each consultation for each job position, you must:

Present evidence gathered on candidates performance from Workplace Project Task 4 to 6

Assess each candidates against each jobs requirements

Select the most suitable candidate for each job position

Part B: Prepare and Document Recommendations

Use your workplace/organisations template to complete this task, or use the Selection Report template provided at the Bounce Fitness site.

To complete this task, you must:

Access and review your organisations policies and procedures for preparing a recommendation report. This must include:

Specific template to be used

Information that must be included in the report

Recipients of the report

Complete at least two selection report template at least one for each job position you are recruiting for in this assessment. Report must include:

Specific candidates selected

Job position the candidate is recommended for

Employment type

Reason for selection

All documents and evidence showcasing the candidates abilities and qualifications as attachments to the template

Communicate the report to at least two stakeholders relevant to each position hired.

This must include the clients for each job position identified in Workplace Project Task 1.

Review Workplace Project Task 7 Assessors Checklist before starting this task. This form outlines the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit the two completed selection reports at least one for each job position you recruited for this assessment.

You must also submit the following:

Workbook responses

Copy of organisational policies and procedures for the following:

Assessing candidates

Selecting suitable candidates

Preparing recommendation reports

Evidence of consultation with relevant stakeholders

Evidence of communicating selection reports

Evidence can include:

Email correspondence

Meeting minutes

Video recording

When using this as evidence, ensure to inform the stakeholders of the purpose of the recording before doing so.

Complete the tables below.

For Part A:

Identify the titles of at least one organisational policy for each of the following:

Assessing candidates

Selecting candidates

Outline the policy found in each identified document relevant to each corresponding topic

For Part B:

Identify the titles of at least one legislation for each of the following:

Assessing candidates

Selecting candidates

Outline at least one requirement found in each identified document relevant to each corresponding topic

Workplace/Organisation FORMTEXT

Your Work/Job Role FORMTEXT

Date Completed FORMTEXT

Part A: Organisational Policy

Title of Organisational Policy for Assessing Candidates FORMTEXT

Policy: FORMTEXT

Title of Organisational Policy for Selecting Candidates FORMTEXT

Policy: FORMTEXT

Part B: Legislative Requirements

Title of Legislation for Assessing Candidates FORMTEXT

Requirement: FORMTEXT

Title of Legislation for Selecting Candidates FORMTEXT

Requirement: FORMTEXT

Task 8: Provide Selection Feedback to Candidates-374650-25781000ASSESSMENT INSTRUCTIONS

This task will require you to provide feedback to each candidate and prepare an employment contract for the selected candidates for each job position from Workplace Project Task 7.

Use your workplace/organisations template to complete this task

To complete this task, you must:

Review the following documents:

organisations policies and procedures on the following:

Providing feedback on application process to candidates. This can include information on the following:

Timeline to provide feedback after assessment

Specific templates to use

Preparing an employment contract

Selection reports communicated in Workplace Project Task 7

Requirements regarding privacy and confidentiality. This can include:

Legislation (e.g., Privacy Act 1988)

Organisational requirements

Prepare employment contracts for each selected candidate for each job position.

Send an email to each candidate to provide feedback to each candidate assessed for each job position from Workplace Project Task 7. Feedback provided will depend on the results of the assessment and selection process from Workplace Project Task 7.

For candidates selected for each position, feedback must include:

Invitation to come in for the contract signing

A copy of their employment contract.

Review Workplace Project Task 8 Assessors Checklist before starting this task. This form outlines the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit copies of at least four email correspondence of providing feedback to each candidate based on the result of their assessment to your assessor.

At least two emails for unsuccessful candidate of each position

At least two emails for successful candidates of each position. Notices provided to successful candidates must include a copy of the contract developed for each candidate, unsigned.

You must also submit the following:

A copy of your organisations policies and procedures for the following:

Providing feedback to candidates.

Developing employment contracts

Sources accessed for requirements regarding privacy and confidentiality. This can include:

Legislation (e.g., Privacy Act)

Organisational requirements

Additional supplementary documents used to complete each employment contract, such as:

Relevant awards

Enterprise agreements

IMPORTANT!

Confidential information must be blocked out or de-identified from the documents required for this task before submitting these to your assessor.

Task 9: Candidate Contract Signing-374650-25781000ASSESSMENT INSTRUCTIONS

Your assessor will observe you as you facilitate each successful candidates contract signing for each position.

You will be assessed on your practical skills to:

Discuss the details of each candidates contract

Negotiate with the candidates

Present candidate with the advantages of accepting your organisations offer of employment

Secure each candidates agreement

Review Workplace Project Task 9 Observation Form before starting this task. This form outlines all the practical skills you need to demonstrate to satisfactorily complete this task. Your assessor will also discuss with you the practical skills outlined in this form prior to the assessment.

Submit a copy of the signed employment contracts for each candidate.

IMPORTANT!

Confidential information must be blocked out or de-identified from the documents required for this task before submitting these to your assessor.

Task 10: Advise Stakeholders on New Hires and Prepare Administrative Arrangements-374650-25781000ASSESSMENT INSTRUCTIONS

This task will require you to inform relevant stakeholders about the new hires for each position and arrange their employee and pay records.

Part A: Inform Relevant Stakeholders

To complete this task, you must:

Review the information relevant to each new hires terms of employment.

Inform at least two relevant stakeholders on each new hire.

Relevant stakeholders refer to the individuals or groups within the organisation that each new hire is expected to interact with in accomplishing their positions work tasks.

Information shared to relevant stakeholders must include each new hires:

Name

Position

Expected start date

Part B: Prepare Necessary Administrative Arrangements

Use your workplace/organisations template to complete this task, or use the following templates provided at the Bounce Fitness site:

Employee Records

Pay Records

To complete this task, you must:

Review the sources of confidentiality and privacy requirements submitted in Workplace Project Task 8

Access your organisations policies and procedures for:

Employee records

Setting up pay records for new hires

Information found in both types of policies and procedures accessed can include:

Specific individuals in the organisation to receive, handle, and maintain the records

Templates to be used

Information required

Review the terms of employment for each positions new hires in their corresponding employment contracts from Workplace Project Task 9.

Complete one employee records template for each new hire, specifically:

Employer details, this must include:

Registered name

Australian Business Number (ABN), if available

Full name and birth date

Tax file number

Employment start date

Employment status (full-time, part-time, casual, or contractual)

Name of award/agreement applicable

Complete one pay records template for each for each new hire. Completed records must include the following information relevant to the employee:

Pay per hour

Number of work hours in a day

How many work days per week

File each employee and pay record completed for each employee according to your organisations policies and procedures

Ensure to comply with the sources of confidentiality and privacy reviewed.

Review Workplace Project Task 10 Assessors Checklist before starting this task. This form outlines the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Review the template you will use to complete this task. If you are using a template from your workplace/organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use the following templates provided at the Bounce Fitness site:

Employee Records

Pay Records

Submit the following documents to your assessor:

Evidence of informing relevant stakeholders of new hires

Email correspondence

Meeting minutes

Video recording of the meeting conducted with the stakeholders

When using this as evidence, ensure to inform the stakeholders of the purpose of the recording before doing so.

At least two completed Employee Records

At least two completed Pay Records

Evidence of arranging each employees record

Email correspondence

Screenshot or picture of filing records

Video recording of the meeting conducted with the stakeholders

When using this as evidence, ensure to inform the stakeholders of the purpose of the recording before doing so.

You must also submit:

Copy of the organisational policies and procedures for the following:

Employee records

Setting up pay accounts for new hires

Any supplementary documents/sources used to complete each template.

Task 11: Onboard New Hires-374650-25781000ASSESSMENT INSTRUCTIONS

This task will require you to coordinate the onboarding of each new hire from Workplace Project Task 9.

To complete this task, you must:

Review the following documents:

Organisational policies and procedures for onboarding, which must include the following information:

Specific documents or information to be presented to new hires

Format of onboarding

Timelines

Individuals involved in the onboarding

Information relevant to each new hires position

Information can include each positions:

Duties and responsibilities

Resources required for work tasks

Team designation

Inform at least two stakeholders relevant to each new hire of the following information:

Relevant stakeholders refer to individuals or groups that will facilitate part, if not the whole, onboarding of each new hire.

Name of new hire to be onboarded

Position

Schedule of onboarding

Access to organisational resources that are required for all onboardings

Outline of information that must be discussed for the new hires onboarding

Review Workplace Project Task 11 Assessors Checklist before starting this task. This form outlines the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit evidence of coordinating the onboarding of each new hire.

Evidence must be at least one of the following:

Email correspondence

Meeting minutes

Video recording of the meeting conducted with the stakeholders

When using this as evidence, ensure to inform the stakeholder of the purpose of the recording before doing so.

You must also submit the following as supplementary evidence:

Organisational policies and procedures for onboarding, which must include the following information:

Sources of information gathered relevant to each new hires position

438150-14605

Learner Assessment Pack

Assessment Workbook Checklist

Assessment Workbook ChecklistInstructions:

Your assessor will review your submissions against the checklist below. This section is to be completed by your assessor.

The learner has completed the Short Answer Questions in this workbook

Short Answer Questions

The learner has completed the Practical Assessments in this workbook and has submitted all the required evidence:

Workplace Project Assessment Task 1: Establishing Recruitment Requirements Two completed Request for Approval to Recruit Forms

Meeting Minutes

Video recording of the presentation

Only if direct observation is not possible.

Documents or sources accessed to gather information to complete each Request for Approval to Recruit Forms

Specify evidence submitted: FORMTEXT

Copy of organisations requirements for recruitment

Specify evidence submitted: FORMTEXT

Task 2: Job Descriptions Two completed Job Descriptions

Organisational policies and procedures for developing job descriptions

Specify evidence submitted: FORMTEXT

Task 3: Source Candidates Eight completed Screening Checklists

Evidence of organising interviews with successful candidates

Specify evidence submitted: FORMTEXT

Video recording of the presentation

Only if direct observation is not possible.

Task 4: Conduct Interviews Evidence of conducting interviews

Specify evidence submitted: FORMTEXT

Video recording of the presentation

Only if direct observation is not possible.

Copy of organisational policies and procedures for conducting interviews.

Specify evidence submitted: FORMTEXT

Task 5: Conduct Selection Activities and Skills Assessments Evidence of conducting selection activities

Specify evidence submitted: FORMTEXT

Evidence of skills assessments

Specify evidence submitted: FORMTEXT

Copy of organisational policies and procedures for conducting each selection activity

Specify evidence submitted: FORMTEXT

Supplementary documents/sources used to complete your skills assessments.

Specify evidence submitted: FORMTEXT

Task 6: Reference Check At least eight completed Reference Check

Evidence of collecting additional information

Specify evidence submitted: FORMTEXT

Evidence of conducting reference checks

Specify evidence submitted: FORMTEXT

Task 7: Candidate Assessment and Selection Workbook responses

Evidence of consultation

Specify evidence submitted: FORMTEXT

At least two Selection Reports

Evidence of communicating selection reports

Specify evidence submitted: FORMTEXT

Supplementary evidence

Specify evidence submitted: FORMTEXT

Task 8: Provide Selection Feedback to Candidates At least eight email correspondence

For successful candidates, this must include employment contract

Sources accessed for privacy and confidentiality

Specify evidence submitted: FORMTEXT

Copy of organisational policies and procedures for the following: Assessing candidates

Specify evidence submitted: FORMTEXT

Selecting suitable candidates

Specify evidence submitted: FORMTEXT

Preparing recommendation reports

Specify evidence submitted: FORMTEXT

Task 9: Candidate Contract Signing Signed employment contracts

Confidential information must be blocked out or de-identified

Video recording of the presentation

Only if direct observation is not possible.

Task 10: Advise Stakeholders on New Hires and Prepare Administrative Arrangements Evidence of informing relevant stakeholders

Specify evidence submitted: FORMTEXT

At least two completed Employee Records

At least two completed Pay Records

Evidence of arranging each record

Specify evidence submitted: FORMTEXT

Copy of organisational policies and procedures for the following: Employee records

Specify evidence submitted: FORMTEXT

Setting up pay accounts for new hires

Specify evidence submitted: FORMTEXT

Additional supplementary documents/sources used to complete each template

Specify evidence submitted: FORMTEXT

Task 11: Onboard New Hires Evidence of coordinating onboarding

Specify evidence submitted: FORMTEXT

Organisational policies and procedures for onboarding

Specify evidence submitted: FORMTEXT

Sources of information gathered relevant to each new hires position

Specify evidence submitted: FORMTEXT

13536711295400

Learner Assessment Pack

Recording

Record of AssessmentInstructions:

This section is to be completed by your assessor.

Assessment Details

Learner Course Code Unit of Competency BSBHRM415 - Coordinate recruitment and onboarding

Assessor Name RTO Assessment Activity Satisfactory Needs more evidence

Short Answer Questions

Short Answer Question 1

Short Answer Question 2

Short Answer Question 3

Short Answer Question 4

Short Answer Question 5

Short Answer Question 6

Short Answer Question 7

Short Answer Question 8

Assessment Activity Satisfactory Needs more evidence

Workplace Project Assessment

Task 1: Establishing Recruitment Requirements

Task 2: Job Descriptions

Task 3: Source Candidates

Task 4: Conduct Interviews

Task 5: Conduct Selection Activities and Skills Assessments

Task 6: Reference Check

Task 7: Candidate Assessment and Selection

Task 8: Provide Selection Feedback to Candidates

Task 9: Candidate Contract Signing

Task 10: Advise Stakeholders on New Hires and Prepare Administrative Arrangements

Task 11: Onboard New Hires

Context Details Satisfactory Needs more evidence

Supervisor/Observer Verification Log

Supervisor/Observer Name Role in the Assessment Contact Details Date of Contact Supervisor/Observer verifies the learners submissions

Yes No

Assessors Comments

Remarks/feedback

Details of further evidence required

Please tick the appropriate box. Yes No

Comments and further action required are noted in the Learner Assessment Pack

Results discussed and agreed to by the learner

You have the right to appeal the outcome of your assessment.

The Learner is Competent

Not Yet Competent

Assessors signature Date signed

I further confirm that I have verified the learners submissions by contacting the learners supervisor and/or observer whose names appear in the Supervisor/Observer Verification Log above.

After reassessment, the Learner is: Competent Not Yet Competent

Assessors signature Date signed

Learners Comments

The signature confirms that I have submitted all my own work, and agree with the assessment decision and feedback.

Learners signature Date signed

End of Document

-676275-58991500centertop00-2309595-11887200020605756373350Learner Assessment Pack

00Learner Assessment Pack

20834357474730BSBLDR522

00BSBLDR522

19805658174240Manage people performance

00Manage people performance

2908705628332502227580744814600

Precision Group (Australia)

Level 13, 269 Wickham St, Fortitude Valley 4006

Email: info@precisiongroup.com.au

Website: www.precisiongroup.com.au 2021 Precision Group (Australia)

BSBLDR522 - Manage people performance (Release 1)

Overseas Student Information

Copying for Educational Purposes

These terms are subject to the conditions prescribed under the Australian Copyright Act 1968. Disclaimer

Version Control & Document History

Date Summary of modifications Version

21 December 2020 Version 1 final produced following assessment validation. 1.0

17 February 2021 Modification to assessment mapping following Release 2 update. 1.1

Table of Contents

TOC o "1-4" h z u Assessment Delivery PAGEREF _Toc59341513 h 6Learner Information PAGEREF _Toc59341514 h 7Steps for Learners PAGEREF _Toc59341515 h 9Reasonable Adjustment PAGEREF _Toc59341516 h 10Resources Required for Assessment PAGEREF _Toc59341517 h 11Accessing Intranet Pages and External Links PAGEREF _Toc59341518 h 13Assessment Agreement PAGEREF _Toc59341519 h 14Assessment Tasks PAGEREF _Toc59341520 h 16Short Answer Questions PAGEREF _Toc59341521 h 18Practical Assessment PAGEREF _Toc59341522 h 22Your State/Territory PAGEREF _Toc59341523 h 23Case Study Assessment PAGEREF _Toc59341524 h 24Case Study Overview PAGEREF _Toc59341525 h 24Case Study 1: Team Member Check-ins PAGEREF _Toc59341526 h 26Case Study 2: Team Member Performance Improvement Planning PAGEREF _Toc59341527 h 29Case Study 3: Team Member Performance Improvement Monitoring PAGEREF _Toc59341528 h 32

Workplace Project Assessment PAGEREF _Toc59341529 h 35Project Overview PAGEREF _Toc59341530 h 35Task 1: Work Plan PAGEREF _Toc59341531 h 37Task 2: Risk Plan PAGEREF _Toc59341532 h 39Task 3: Plan for Performance Management Training PAGEREF _Toc59341533 h 40Task 4: Deliver Performance Management Training PAGEREF _Toc59341534 h 42Task 5: Performance Evaluation PAGEREF _Toc59341535 h 43Task 6: Performance Development Plan PAGEREF _Toc59341536 h 44Task 7: Performance Excellence Recognition PAGEREF _Toc59341537 h 45Assessment Workbook Checklist PAGEREF _Toc59341538 h 46Assessment Workbook Checklist PAGEREF _Toc59341539 h 47Recording PAGEREF _Toc59341540 h 50Record of Assessment PAGEREF _Toc59341541 h 51

436880129842600

Learner Assessment Pack

Assessment Delivery

Learner Information

This Learner Assessment Pack is designed for you to complete the assessment for BSBLDR522 - Manage people performance (Release 1). It may refer to your own workplace/organisation, or to a simulated business provided by your assessor.

Each Learner Assessment Pack is made up of four parts:

Assessment Delivery

Learner Information

Steps for Learner

Assessment Agreement

Assessment Tasks

Assessment Tasks, including:

Short Answer Questions

Practical Assessment

Assessment Workbook Checklist

Recording

Record of Assessment

Instructions are given for each task. If you have questions, or unclear how to proceed, consult with your assessor.

Records of all aspects of the assessment must be kept in your Learner Assessment Pack

The record of assessment is a legal document and must be signed, dated, and a copy stored as required by your Registered Training Organisation (RTO).

Steps for LearnersYour Learner Assessment Pack:

Discuss with your assessor if you intend to undertake the practical assessment tasks based on your employing organisation, in a simulated business, or in a mix of both.

After you complete your assessment, gather and submit your evidence documents as detailed in the task(s) in the timeframe agreed with your assessor.

Your assessor will advise you if there are any further steps for you to take to satisfactorily complete this assessment.

Reasonable Adjustment

Adapted Reasonable Adjustment in teaching, learning and assessment for learners with a disability - November 2010 - Prepared by - Queensland VET Development Centre

Why make a reasonable adjustment?

We make reasonable adjustments in VET to make sure that learners with a disability have:

The same learning opportunities as learners without a disability, and

The same opportunity to perform and complete assessments as those without a disability.

Reasonable adjustment applied to participation in teaching, learning and assessment activities can include:

Customising resources and assessment activities within the training package or accredited course

Modifying the presentation medium

Learner support

Use of assistive/adaptive technologies

Making information accessible both before enrolment and during the course

Monitoring the adjustments to ensure learners needs continue to be met

Assistive/Adaptive Technologies

IMPORTANT:

Resources Required for Assessment

To complete the Practical Assessment tasks, you will require access to:

Computer with internet and email access and a working web browser

Installed software: Word, Adobe Acrobat Reader

A workplace, or a simulated workplace environment that will allow you access to:

Relevant information to explain and select appropriate staff development options to further develop team or group members skills and knowledge, to reward excellence and to address underperformance.

Workplace documentation and systems, including:

Workplace/organisational strategic and/or operational plans or similar

Workplace/organisational risk management plan

Workplace/organisational performance management system/s, policies and procedures

Workplace/organisational communications tools, policies and procedures, including documentation outlining protocols

Any relevant enterprise agreement, individual contracts or agreements for team members.

People, including:

At least two volunteers to participate in role plays for case study tasks

Own supervisor or management and human resources staff or external specialists to consult to determine requirements and to obtain feedback and support in planning for work and managing performance

At least two team members to allocate work, assess performance, to provide feedback to recognise excellence and address poor performance.

Federal and state legislation and information to ensure you meet your obligations, uphold the rights of team or group members to manage performance, apply protocols for communications and to end employment. This can include:

Fair Work Act 2009.

Fair Work Ombudsman information and best practice guides relating to entitlements, awards and agreements and ending employment.

Fair Work Commission information on unfair dismissal rules and the Commissions unfair dismissal process.

Relevant state workplace relations legislation for employees not covered by the national workplace relations system, such as Commonwealth employees, Victorian public sector employees and Tasmanian private enterprise and local government employees.

Federal and state legislation relevant to communication, including anti-legislation acts.

Federal and state legislation and regulation relevant to maintaining privacy and confidentiality, such as the Privacy Act 1988 at and the Australian Privacy Principles.

Opportunity to:

Consult with management and human resources specialists to identify work requirements, performance standards and agreed performance indicators

Develop a team plan and allocate work to team members to meet workplace/organisational goals and within workplace/organisational and legal requirements

Deliver training to develop the performance management knowledge and skills of team members

Monitor and assess team performance against performance indicators.

Accessing Intranet Pages and External LinksThroughout this workbook, you will be asked to access specific pages from the simulated business, Bounce Fitness. Links to these pages are formatted in Blue Text.

To access these, hold the Ctrl key for Windows users while clicking on these links. For Mac users, directly click the link.

The simulated business, Bounce Fitness, can be accessed by going to http://bouncefitness.precisiongroup.com.au.

Assessment AgreementInstructions:

Complete this section in the Learner Assessment Pack for each learner.

Discuss each section of the Assessment Agreement with the learner to identify the Delivery Method and Assessment Pathway to be undertaken (refer to the Practical Assessment), and to ensure that the Assessment Conditions are present in the assessment environment.

Tick each section as applicable to the learners situation.

Have the learner and you sign the confirmation at the end of this agreement.

Please tick at least one of the following for each section:

Delivery Method Classroom x

Small Group

One-on-One

Online

Other (please describe)

Assessment Pathway (for Practical Assessment) Learners Organisation (Pre-assessment meeting conducted)

Simulated Workplace Environment (Contextualised by RTO)

legislation on performance management x

workplace documentation and resources for performance management and review.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

I confirm that the activities and assessment completed as part of this unit are my own work, and comply with all relevant copyright and plagiarism rules.

I understand that if there is any doubt of the authenticity of any piece of my assessment, I canorally examined, and the signatory of evidence records may be contacted.

Learners name George homeh

Learners signature George Date 19.04.24 FORMTEXT

Assessors name Ehtasham Naeem

Assessors signature FORMTEXT Date FORMTEXT

End of Assessment Agreement

13546671295400

Learner Assessment Pack

Assessment Tasks

Tasks

Complete all tasks in this assessment as instructed. If you have questions, consult with your assessor.

Contextualisation of Assessments by RTOs

Contextualisation is the process of modifying assessment tools to make learning more meaningful for your learners and their employers.

Short Answer Questions

Question 1

Complete the table below:

Identify at least three services that Human Resource (HR) personnel can provide to support an organisations employees performance development.

Briefly explain how the identified service supports employee performdevelopment.

Training and Development

Explanation on How the Service Supports Employee Performance Development

Training Programs HR personnel can organize and facilitate training programs to enhance employees' skills and knowledge in specific areas.

Performance Coaching They can provide one-on-one coaching sessions to help employees improve their performance and overcome challenges.

Career Development Opportunities HR can offer guidance and resources for employees to explore career paths within the organization, fostering growth.

Question 2 Access and review the Fair Work Act 2009:

Fair Work Act 2009

https://www.legislation.gov.au/Series/C2009A00028

Ensure you access the most recently registered Act in the Series labelled In force.

Answer the following questions about unfair dismissal and unlawful termination.

Identify the eight criteria that the Fair Work Commission must take into account in determining whether a dismissal was harsh, unjust or unreasonable.

Was there a good reason for firing?

Did the employee know why and get a chance to explain?

Could they have someone with them during talks?

Did they get a fair shot to improve?

How big and rich is the company?

Did the employee know their rights beforehand?

How did the firing affect them?

Any other important stuff to consider?

An employer is considered to have followed due process for a dismissal if the employee was given procedural fairness.

Define what procedural fairness means in the context of termination of employment.

Allowing the employee to respond to those reasons.

Letting them have a support person during discussions.

Identify the grounds on which employment cannot be terminated, as set out in s. 772(1) of the Fair Work Act 2009.

1. Temporary sickness or injury.

2. Trade union membership or involvement.

3. Taking maternity or paternity leave

1.73 cm

Question 3 Complete the table below.

Identify the following sources of information that can be used to determine training and development needs:

at least two examples of organisational documents

at least two examples of individuals and/or groups to consult

Identify at least one type of information each source can provide regarding training and development needs.

Sources of information Type of information each source provides.

Organisational Documents

Employee Performance Reviews

Strategic Plans Certainly!

Employee Performance Reviews provide clear insights into what employees do well (strengths) and where they might need improvement (weaknesses) in their roles within the organization. This helps managers guide training and development efforts effectively.

Future organizational goals and priorities are the company's upcoming plans. Knowing them helps employees focus their training efforts to support these goals and contribute effectively to the company's success

Individuals and/or Groups

Employee Feedback

ndividual skill gaps and development areas pinpoint where employees need improvement in their job skills. Identifying these helps tailor training to address weaknesses and boost overall performance.

Department Managers

Question 5 Identify at least three appropriate training and development options to address the needs of the staff in each scenario present below.

Scenario 1

A team member who is required to begin using a type of equipment they have not used before.

Equipment Workshops: Hands-on sessions for using the new equipment.

Online Tutorials: Self-paced guides on equipment operation.

On-the-Job Training: Learning directly while working, with a mentor's guidance.

Scenario 2

A newly appointed team leader, with three direct reports, who does not have any previous people management experience.

Leadership Workshops: Training sessions for essential leadership skills.

Coaching: Personalized guidance from a mentor.

Online Courses: Convenient modules on management fundamentals.

Practical AssessmentThe Practical Assessment is a set of tasks that must be completed in a workplace, or in an environment with conditions similar to that of a real workplace.

To be assessed for this unit of competency, you must demonstrate your skills and knowledge to manage the performance of staff that are direct reports.

The Practical Assessments in this workbook include:

Workplace Project Assessment

A series of written practical tests assessing the learners practical knowledge and skills underpinning of the unit of competency. This includes the learner completing workplace documents or similar as evidence of competent performance.

Workplace Practical Observation

A set of assessment tasks where the learner must demonstrate practical skills relevant to the unit of competency. These skills are to be demonstrated while being observed by the assessor.

IMPORTANT!

All signatures/initials in your submissions, including yours, must be handwritten and dated. Submissions with signatures/initials must be scanned.

The supervisor/observer who completes and signs your evidence submissions must provide their real name, contact number, and email address for your assessors reference.

Should you encounter issue or concerns regarding your assessment, contact your assessor.

Your State/TerritorySome tasks in this Practical Assessment require you to refer to performance management, including workplace relations, legislation and regulations applicable to the state/territory where the workplace to manage the performance of a team and individual members for this practical assessment is based or located in.

For your assessors reference, indicate below which state/territory your workplace/organisation is based or located in by ticking the box that corresponds to your answer.

When completing these tasks, refer to performance management legislation and regulations applicable to the state/territory you ticked below.

The state/territory where your workplace/organisation is based or located in.

Australian Capital Territory South Australia

New South Wales Tasmania

Northern Territory Victoria

Queensland Western Australia

Case Study AssessmentCase Study Overview

This case study assessment requires you to provide informal and formal feedback, reward excellence and manage the poor performance of team members.

This assessment is divided into three tasks:

Case Study 1: Team Member Check-ins

Task 1: Feedback and Coaching

Case Study 2: Team Member Performance Improvement Planning Task 2: Performance Improvement Planning

Case Study 3: Team Member Performance Monitoring

Task 3: Performance Improvement Monitoring

This assessment includes detailed scenarios and simulated environments, providing all necessary information required to complete relevant tasks and activities, based on the simulated business, Bounce Fitness <http://bouncefitness.precisiongroup.com.au/>.

Each task comes with a set of instructions. You are to follow and perform these instructions while being observed by the assessor and/or submit any required documentation.

This will not require you to access a real workplace, however, some tasks to be completed are similar to those typically done in a real workplace.

Before starting this assessment, your assessor will discuss with you these tasks, including instructions and guidance for satisfactorily completing them.

You are required to:

Complete the tasks within the time allowed, as scheduled in-class roll.

Provide feedback and coaching to team members.

Plan for performance improvement.

Monitor team member performance against improvement plans.

Resources Required for Assessment

Resources you need to access to complete the project assessment are outlined in the corresponding Assessors Checklist of each task.

Discuss each requirement with your assessor before commencing with each task. They will organise the resources required for this assessment.

Forms and Templates

Forms and Templates are provided for each task. These can be accessed from the following link:

BSBLDR522 Forms and TemplatesReview these forms and templates with your assessor before starting the task.

Case Study 1: Team Member Check-ins

You are currently working as a Centre Manager for Bounce Fitness, a dynamic fitness corporation centred on providing premier personal training services in Cairns, Brisbane, Sydney and Melbourne.

You have reviewed the results from the recently conducted quarterly customer satisfaction survey, the third of four to be conducted for the year. The findings highlight some issues about the performance of two fitness instructors, Monica Lange and John Ward.

Monica Lange

Monica, a newly recruited team member, has received some great feedback from customers regarding her skills and knowledge as a fitness instructor. Most customers have provided her with a rating of excellent as an instructor as they are well on the way to meeting or exceeding their goals. This means Monica is on track to exceeding her key performance indicator of an excellent customer satisfactory rating of 60% by the end of the year (in three months time).

A couple of customers, however, are feeling pressured at the end of sessions into booking additional private sessions and joining classes, despite being on track to meet their goals. One customer stated she felt Monica is making assumptions about what was best for her instead of carefully listening to what she wanted. As a result, Monica is not meeting the requirements of the Customer Service Standard Policy. By the end of the year, Monica must demonstrate the ability to meet each of the requirements of Customer Service Standard Policy.

You feel that Monica is an extremely skilled and enthusiastic fitness instructor but needs to understand Bounces approach to being customer-centred, which involves making sure the customers are the one who makes the decisions about their needs and plan, and in making any adjustments to goals.

John Ward

John has always been popular with customers, working with them to develop and achieve their goals. He works mainly one on one with customers, rarely taking classes.

The latest surveys findings reveal that many of his customers rated John as a good instructor, none considered him to be excellent and a few rated him as satisfactory. One of Johns key performance indicators is to achieve, by the end of the year, an excellent customer rating of 90 per cent. The indicator was not unrealistic as John has received ratings in the high 80s for the past two years. Previous survey results and the current results indicate John will not be able to meet the standard.

Some responses indicate that John has not been very enthusiastic. One customer stated he was uninterested, another that he was bored and a new customer is considering asking for a new instructor because they dont feel motivated by John.

In line with the requirements of the Bounce Performance Management Policy and Procedure, you take steps to manage underperformance. You initiate performance improvement coaching by checking in with Monica and John and to provide feedback via email before meeting with them to plan for improvement. This gives each team member with an opportunity to carefully consider the feedback to identify ways to address concerns, and how you can support them in this.

Access and review the following documents:

Bounce Customer Service Standard Policy

https://bouncefitness.precisiongroup.com.au/policies-and-procedures/customer-relationship-management/

Bounce Performance Management Policy and Procedures

https://bouncefitness.precisiongroup.com.au/policies-and-procedures/human-resource/Task 1: Informal Feedback and Coaching

This task will require you to provide informal feedback and coaching to two underperforming team members.

To record the emails, use the Bounce Email Template.

To complete this task, develop two emails, which must include:

provide positive feedback on current performance, including acknowledgement of any achievement above good

describe the concerns with performance as identified in the case study, referencing current performance and the risk to achieving their key performance indicators by the end of the year

initiate performance coaching by asking the team member:

to carefully consider the feedback to identify strategies to improve performance, including actions and development options

to identify how you can support them to resolve the concern and improve performance

to meet to plan for improvement.

Review the Case Study 1 Task 1 Assessors Checklist. This form outlines the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

After completing this task, submit the two completed Bounce Email Templates, one for Monica Lange and one for John Ward, to your assessor.

Case Study 2: Team Member Performance Improvement PlanningBoth Monica and John have taken time to consider the feedback provided relating to their performance concerns and coaching you initiated.

You believe they each have identified suitable actions and development options to improve their performance.

You have scheduled sessions with Monica and with John to continue your performance coaching by discussing the concerns and developing in collaboration with team members objectives and strategies to improve performance.

Access and review the following documents:

Performance Improvement Planning Character Brief

Performance Improvement Plan Template

https://bouncefitness.precisiongroup.com.au/supplementary-files/social-competence-bsbldr522/Bounce Progressive Discipline Policy

https://bouncefitness.precisiongroup.com.au/policies-and-procedures/human-resource/

Task 2: Performance Improvement Planning

Your assessor will observe you as you provide formal feedback to two team members to complete an improvement plan for each one.

Use the Performance Improvement Plan Template, provided at the Bounce Fitness site.

Your assessor will observe you as you:

Conduct two role plays with two different volunteers; during each role play you must:

Introduce the purpose of the session

Discuss the Improvement Plan to be developed, identifying the sequence of sections in the template

Identify dates for Progress and Support Check-ins

Set a monitoring session date

Provide formal feedback on performance

Develop at least one objective to enable each team member to improve performance

Agree on at least two strategies to meet the performance improvement objective/s

Agree on support to be provided manager to meet the performance improvement objective/s

Discuss consequences of not meeting objectives, in line with Bounces Progressive Discipline Policy

Use format and prompts in the Improvement Plan to guide the planning session

Complete the section Improvement Plan for each team member.

Please note the that the Performance Monitoring section of the template is not required for this Task. You will complete this section in Case Study 3 Task 3.

Review the following:

Performance Improvement Planning Character Brief

This document provides the information about the strategies and support identified Monica and John to improve their performance.

Case Study 2 Task 2 Observation Form

This form outlines all the practical skills you need to demonstrate in the role played session to satisfactorily complete this task. Your assessor will also discuss with you the practical skills outlined in this form prior to the assessment.

Case Study 2 Task 2 Assessors Checklist

This form outlines the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

After completing this task, submit the two partially completed Performance Improvement Plans Templates, one for Monica Lange and one for John Ward, to your assessor.

Case Study 3: Team Member Performance Improvement MonitoringIt has been four weeks since the Improvement Plans for both Monica and John were implemented.

You are to implement the next stage of performance coaching monitoring achievement.

You have scheduled a monitoring session with each team member to discuss their performance against the objectives of the plan and to determine what should happen next. You have asked Monica and John to reflect on and assess their performance. You have also asked them to consider, should they not be on track to achieve their performance objectives, what adjustments to the plan may be required.

Regular check-ins with Monica and feedback from members of staff and customers indicate that Monica has really improved her skills in working with customers. You are extremely pleased with Monicas commitment and achievement and will provide that feedback to her during the meeting.

You are aware that John has not been well, but your observations and feedback from others have identified that he has been improving. You plan to acknowledge Johns effort during the meeting.

Access and review the following documents:

Performance Monitoring Character Brief

Performance Improvement Plan Template

https://bouncefitness.precisiongroup.com.au/supplementary-files/social-competence-bsbldr522/Bounce Progressive Discipline Policy

https://bouncefitness.precisiongroup.com.au/policies-and-procedures/human-resource/

Task 3: Improvement Monitoring

Your assessor will observe you as you lead two sessions to monitor the performance of a team members against each of their improvement plans.

Use the performance improvement plan template, provided at the bounce fitness site.

Your assessor will observe you as you:

Conduct two role plays with two different volunteers; during each role play you must:

Introduce the purpose of the meeting

Discuss the performance monitoring section, identifying the sequence of sections in the template

Discuss actual performance against the performance improvement objectives

Determine if the strategies and manager support methods from the improvement plan were implemented

Discuss team members explanation of actual performance (progress to date)

Discuss and agree on at least two strategies to meet the performance improvement objective/s

Determine ways you can support the team member to achieve their performance objective

Use format and prompts in the performance monitoring section of the template to lead each session

Complete the performance Monitoring section of the template for each team member.

Before starting the task, review the following:

Bounce Progressive Discipline Policy

This document outlines the actions a supervisor is to take to work with a staff member to correct their performance.

Performance Monitoring Character Brief

This document provides the information about Monicas and Johns progress to achieving their performance improvement objectives.

Case Study 3 Task 3 Observation Form

This form outlines all the practical skills you need to demonstrate in the role played sessions to satisfactorily complete this task. Your assessor will also discuss with you the practical skills outlined in this form prior to the assessment.

Case Study 3 Task 3 Assessors Checklist

This form outlines the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

After completing this task, submit the two completed Performance Monitoring sections of the Performance Improvement Plan Template, one for Monica Lange and one for John Ward, to your assessor.

Workplace Project AssessmentProject Overview

This workplace project assessment requires you to conduct performance management on at least one team and two individuals.

This assessment is divided into five tasks:

Task 1: Work Plan

Task 2: Risk Plan

Task 3: Plan for Performance Management Training

Task 4: Deliver Performance Management Training

Task 5: Performance Evaluation

Task 6: Performance Development Plan

Task 7: Performance Excellence Recognition.

This project requires you to complete the assessment tasks in a real workplace, or in an environment with conditions similar to that of a workplace.

If you are not currently a member of a team, identify one or more in your workplace/organisation on which you can base your work on for this project. Make sure you seek approval from you and the teams managers.

Each task comes with a set of instructions. You are to follow and perform these instructions while being observed by the assessor and/or submit any required documentation.

Before starting this assessment, your assessor will discuss with you these tasks, including instructions and guidance for satisfactorily completing them.

You are required to:

Complete the tasks within the time allowed, as scheduled in-class roll.

Develop a work plan for a team of two or more members

Conduct risk analysis and prepare a risk plan

Plan to deliver performance management training to a team

Deliver performance management training to a team

Evaluate the performance of two team members

Prepare a performance development plan for a team member

Recognise performance excellence of a team member.

Resources Required for Assessment

Discuss each requirement with your assessor before commencing with each task. They will organise the resources required for this assessment.

IMPORTANT: Additional workplace resources may be required upon the contextualisation of this assessment.

Forms and Templates

Generic forms and templates are provided in the project tasks, unless otherwise specified. These can be accessed from the following link:

BSBLDR522 Forms and TemplatesIf you are currently in a workplace, use similar workplace templates and forms used by your workplace/organisation to complete each assessment task. Discuss with your supervisor and your assessor first to ensure that the forms/templates you will use from your workplace/organisation cover all criteria required by each assessment task.

Review these forms and templates with your assessor before starting the task.

Task 1: Work Plan

-374650-25781000ASSESSMENT INSTRUCTIONS

This task will require you to develop two work plans, one each for two members of a team.

Use your organisations template to complete this task, or use the Work Plan template provided at the Bounce Fitness site.

To complete this task, you must:

Determine the work required to be undertaken and the resources available by:

Reviewing organisational planning documentation, including operational plans relevant to your team, to determine the goals and objectives to be achieved and any relevant organisational standards to meetConsulting with relevant organisational groups and individuals who can provide information about work to be undertaken and the resources required for this work.

Develop one work plan part of template for each team member.

For each team member, set and record in the workplace plan part of the template at least two objectives that align to workplace/organisational and operational goals, objectives and/or performance standards.

Identify the following:

At least two actions to the objectives

The resources the team member will need to complete each action, including human, financial and equipment

A timeframe or due date for completion of each action

At least one performance standard for each action

At least one key performance indicator to measure performance against each standard.

Please note that the Performance Evaluation part of the Template is not to be completed for this task. This part is required for Workplace Project Task 5.

Confirm performance standards and key performance indicators with relevant staff, for example your supervisor or manager and a human resources practitioner.

Review Workplace Project Task 1 Assessors Checklist before starting this task. This form outlines the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

You assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Review the template you will use to complete this task. If you are using a template from your organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use Work Plan template provided at the Bounce Fitness site.

Submit the partially completed Work Plan to your assessor. Provide the supplementary documents/sources used to create the work plan, including the organisational strategic and operational documentation that provided information about organisational key result areas and goals and operational and objectives.

You must also submit evidence of:

Consultation with at least two relevant internal or external groups or individuals who can provide information about the work and resources required

Communication with a relevant manager or a human resource practitioner to confirm the developed performance standards and key performance indicators.

Evidence for consultation to determine requirements must be at least one of the following:

Email correspondence

Meeting minutes

Video or audio recording of the meeting conducted with the groups and/or individuals.

Evidence for communication to confirm the performance standards and indicators must be at least one of the following:

Email correspondence

Meeting minutes

Video or audio recording of the meeting conducted with the relevant manager or human resources practitioner.

Task 2: Risk Plan

-374650-25781000ASSESSMENT INSTRUCTIONS

This task will require you to conduct risk analysis for the Work Plans developed in Workplace Project Assessment Task 1.

Use your organisations template to complete this task, or use the Risk Plan template provided at the Bounce Fitness site.

To complete this task, you must:

Identify at least two risks to the team members meeting their objectives, taking into consideration:

Risks in your organisations risk management plan that may be relevant to your teams work plans

Determine any legislative and regulatory requirements specific to your work area to be met.

Assess each risk to determine its likelihood and consequence and overall risk rating

Prioritise the risks according their likelihood and consequence.

Determine how each risk will be managed by selecting a treatment option appropriate to the risks impact and likelihood and in line with any options listed in the organisations risk management plan.

Review Workplace Project Task 2 Assessors Checklist before starting this task. This form outlines the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

You assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Review the template you will use to complete this task. If you are using a template from your workplace/organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use the Risk Plan template provided at the Bounce Fitness site.

Submit the completed Risk Plan to your assessor. Include the supplementary documents/sources used to prepare the risk plan, including the workplace/organisations risk management plan and the legislative and regulatory documentation accessed to conduct the risk analysis.

Task 3: Plan for Performance Management Training

-374650-25781000ASSESSMENT INSTRUCTIONS

This task will require you to plan for the delivery of performance management training to two or more team members.

To complete this task, you must:

Review federal and state/territory legislative sites to determine requirements for performance management, including terminating employment and requirements identified in anti-discrimination legislation.

Review any modern awards, enterprise agreements or contracts that may apply to the members of the team.

Review workplace/organisational policies, procedures and processes and other relevant guidance documentation to determine the purpose and benefits of and requirements for managing performance, including conducting reviews/appraisals.

Plan to deliver a training session to two or more team members to present performance management requirements and the review process. Your plan must include:

Explanation on the purpose and benefits of performance management, for the workplace/organisation and for individuals, referencing the workplace/organisations identified purpose and benefits

Legislative requirements must be presented and include reference to federal/state relevant workplace, employee or industrial relations and anti-discrimination acts, and any relevant awards or agreements.

The policies and procedures to follow to meet workplace/organisational performance management requirements must be presented.

The review process must be presented, including:

key actions in managing performance, addressing poor performance and terminating employment

responsibilities of supervisors and employees

key dates

tools used

at least two examples of support provided by human resources, e.g. support in developing work plans or support in dealing with underperforming staff.

Review Workplace Project Task 3 Assessors Checklist before starting this task. This form outlines all the practical skills you need to demonstrate to satisfactorily complete this task. Your assessor will also discuss with you the practical skills outlined in this form prior to the assessment.

Submit evidence of the content you plan to delivery to the team.

Submit as supplementary evidence of organisational policies, procedures and guidance or similar to and relevant legislative documentation to demonstrate your review of requirements and the accuracy of the information you plan to present.

Task 4: Deliver Performance Management Training

-374650-25781000ASSESSMENT INSTRUCTIONS

This task will require you to deliver the performance management training to at least two team members you planned in Workplace Project Task 3.

You will be assessed on your skills to deliver performance management training to a team of at least two members.

Before starting this task, review:

the Evidence of delivery planning documentation that you completed in Task 3

Workplace Project Task 4 Observation Form

This form outlines all the practical skills you need to demonstrate to satisfactorily complete this task. Your assessor will also discuss with you the practical skills outlined in this form prior to the assessment.

Task 5: Performance Evaluation-374650-25781000ASSESSMENT INSTRUCTIONS

This task will require you to evaluate the performance of the two team members performance from Workplace Project Task 1 Work Plan, against performance standards and indicators recorded in the plan.

Use your organisations template to complete this task, or use the Work Plan template provided at the Bounce Fitness site.

If time doesnt permit, discuss with your assessor options to complete this task.

To complete this task, you must:

Access relevant reports and obtain feedback to evaluate performance.

Meet with each team member when the team members performance is due to be reviewed, according to your organisations policy and procedures, to discuss performance. This must involve:

Discussing and determining actual performance (progress to date if not at the end of the performance management period)

Discussing team members views on their actual performance

Providing feedback about what each team member did well and not so well

Be guided by the prompts in the Performance Evaluation part of the Work Plan Template.

Review Workplace Project Task 5 Assessors Checklist before starting this task. This form outlines the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit to your assessor the completed Part B of the Work Plan template or your organisations form or template, for each of the team members.

You must also submit your organisations performance management policies and procedures, ensuring requirements for performance review are included.

Task 6: Performance Development Plan-374650-25781000ASSESSMENT INSTRUCTIONS

This task will require you to develop a performance development plan for one team member.

Prepare the plan for at least one of the team members you worked with to complete Workplace Project Task 5.

Use your organisations template to complete this task, or use the Performance Development Plan template provided at the Bounce Fitness site.

To complete this task, you must:

Review the completed Performance Evaluation from Workplace Project Task 5.

Review your organisations policies and procedures for the performance development of staff.

Meet with your team member to plan for development.

Determine two areas for skill or knowledge development, based on the Performance Evaluation.

Set two development objectives for continuous improvement in these areas.

Identify at least four strategies to achieve both objectives; one strategy must be a development options.

Determine expected completion dates for strategies.

Develop at least one indicator of achievement for each strategy to measure achievement against objectives.

Be guided by the prompts in the Performance Development Plan.

If you are using a template from your organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use the Performance Development Plan template provided at the Bounce Fitness site, but do make sure that it meets orgnisational requirements.

Review Workplace Project Task 6 Assessors Checklist before starting this task. This form outlines the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

You assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit to your assessor the completed Performance Development Plan for your team member and the policies and procedures reviewed.

Task 7: Performance Excellence Recognition

-374650-25781000ASSESSMENT INSTRUCTIONS

This task will require you to give public recognition to a team member who has recently or continuously demonstrates strong or excellent performance.

The recognition of performance can be made using any method that is considered appropriate by your workplace/organisation. If your workplace/organisation doesnt have a system or a policy related to employee recognition, check with your supervisor that your idea is appropriate.

To complete this task, you must take the following actions:

Identify from performance evaluations an employee who has performed well in a specific task or activity or who has achieved or exceeded expectations.

Determine an appropriate method of public recognition, e.g. nominating the team member for a workplace/organisational award, developing a certificate to present and display in a common area of the workplace or to post on the intranet, or an email to staff or special mention in the workplace/organisations newsletter.

Implement your idea, communicating to the team member and other staff the team members achievement/s.

Review Workplace Project Task 7 Assessors Checklist before starting this task. This form outlines the following:

Resources you are required to access to complete the task.

All criteria your submission must address to satisfactorily complete this task.

You assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment. Your assessor will also discuss with you appropriate evidence to submit.

Submit to your assessor evidence of the recognition and the date is was given, such as:

Image of the sent email with multiple recipients, published intranet post, newsletter announcement or similar

A photo of a poster/certificate/award in a public workspace and a photo or video of the team member receiving this award.

400050226060

Learner Assessment Pack

Assessment Workbook Checklist

Assessment Workbook ChecklistInstructions:

Your assessor will review your submissions against the checklist below. This section is to be completed by your assessor.

The learner has completed the Short Answer Questions in this workbook

Short Answer Questions

The learner has completed the Practical Assessments in this workbook and has submitted all the required evidence:

Case Study Assessment Case Study 1: Team Member Check-ins

Task 1: Feedback and Coaching Email to Monica Lange

Email to John Ward

Case Study 2: Team Member Performance Improvement Planning

Task 2: Performance Improvement Planning Performance Improvement Plan for Monica Lange

Performance Improvement Plan for Ward

Video recording of (task)

Only if direct observation is not possible

Case Study 3: Team Member Performance Monitoring

Task 3: Performance Improvement Monitoring Performance Monitoring template for Monica Lange

Performance Monitoring template for John Ward

Video recording of (task)

Only if direct observation is not possible

Workplace Project Assessment Task 1: Work Plan Evidence of consultation with relevant groups and individuals

Specify evidence submitted: FORMTEXT

Work Plan

Organisational strategic and operational plans or similar

Specify evidence submitted: FORMTEXT

Evidence of communication with a relevant manager or practitioner

Specify evidence submitted: FORMTEXT

Task 2: Risk Plan Risk plan

Organisational risk management plan

Specify evidence submitted: FORMTEXT

Task 3: Plan for Performance Management Training

Planning documentation

Specify evidence submitted: FORMTEXT

Organisational performance management policies and procedures

Specify evidence submitted: FORMTEXT

ANY visual aids to be used

Specify evidence submitted: FORMTEXT

Task 4: Deliver Performance Management Training

Video recording of the presentation

Only if direct observation is not possible.

Task 5: Performance Evaluation

Work Plan, Part B Performance Evaluation

Organisational performance management policies and procedures, and any other prevalent guidance

Specify evidence submitted: FORMTEXT

Task 6: Performance Development Planning

Performance Development Plan

Task 7: Performance Excellence Recognition

Specify evidence submitted: FORMTEXT

13536711295400

Learner Assessment Pack

Recording

Record of AssessmentInstructions:

This section is to be completed by your assessor.

Assessment Details

Learner Course Code Unit of Competency BSBLDR522 -Manage people performance

Assessor Name RTO Assessment Activity Satisfactory Needs more evidence

Short Answer Questions

Short Answer Question 1

Short Answer Question 2

Short Answer Question 3

Short Answer Question 4

Short Answer Question 5

Assessment Activity Satisfactory Needs more evidence

Case Study Assessment

Case Study 1: Team Member Check-ins

Task 1: Feedback and Coaching

Case Study 2: Team Member Performance Improvement Planning

Task 1: Performance Improvement Planning

Case Study 3: Team Member Performance Monitoring

Task 1: Performance Improvement Monitoring

Workplace Project Assessment

Task 1: Work Plan

Task 2: Risk Plan

Task 3: Plan for Performance Management Training

Task 4: Deliver Performance Management Training

Task 5: Performance Evaluation

Task 6: Performance Development Planning

Task 7: Performance Excellence Recognition

Context Details Satisfactory Needs more evidence

Supervisor/Observer Verification Log

Supervisor/Observer Name Role in the Assessment Contact Details Date of Contact Supervisor/Observer verifies the learners submissions

Yes No

Assessors Comments

Remarks/feedback

Details of further evidence required

Please tick the appropriate box. Yes No

Comments and further action required are noted in the Learner Assessment Pack

Results discussed and agreed to by the learner

You have the right to appeal the outcome of your assessment.

The Learner is Competent

Not Yet Competent

Assessors signature Date signed

I further confirm that I have verified the learners submissions by contacting the learners supervisor and/or observer whose names appear in the Supervisor/Observer Verification Log above.

After reassessment, the Learner is: Competent Not Yet Competent

Assessors signature Date signed

Learners Comments

The signature confirms that I have submitted all my own work, and agree with the assessment decision and feedback.

Learners signature Date signed

End of Document

-647700-51244500left-92744900righttop0020605756373350Learner Assessment Pack

00Learner Assessment Pack

20834357474730BSBPMG430

00BSBPMG430

19805658174240Undertake project work

00Undertake project work

2908705628332502227580744814600

Precision Group (Australia)

Level 13, 269 Wickham St, Fortitude Valley 4006

Email: info@precisiongroup.com.auWebsite: www.precisiongroup.com.au 2020 Precision Group (Australia)

BSBPMG430 - Undertake project work (Release 1)

Overseas Student Information

Copying for Educational Purposes

These terms are subject to the conditions prescribed under the Australian Copyright Act 1968. Disclaimer

Version Control & Document History

Date Summary of modifications Version

10 August 2020 Version 1 final produced following assessment validation. 1.0

Table of Contents TOC o "1-4" h z u Assessment Delivery PAGEREF _Toc50357679 h 5Learner Information PAGEREF _Toc50357680 h 6Steps for Learners PAGEREF _Toc50357681 h 8Reasonable Adjustment PAGEREF _Toc50357682 h 9Resources Required for Assessment PAGEREF _Toc50357683 h 10Accessing Intranet Pages and External Links PAGEREF _Toc50357684 h 12Assessment Agreement PAGEREF _Toc50357685 h 13Assessment Tasks PAGEREF _Toc50357686 h 15Short Answer Questions PAGEREF _Toc50357687 h 17Practical Assessment PAGEREF _Toc50357688 h 24Case Study Assessment PAGEREF _Toc50357689 h 25Overview PAGEREF _Toc50357690 h 25Task 1: Identify Project Management Processes PAGEREF _Toc50357691 h 26Task 2: Outline Human Resource Processes PAGEREF _Toc50357692 h 29Workplace Project Assessment PAGEREF _Toc50357693 h 31Project Overview PAGEREF _Toc50357694 h 31Part 1. Establish Project Parameters PAGEREF _Toc50357695 h 33Part 2. Develop Project Plan PAGEREF _Toc50357696 h 43Part 3. Administer and Monitor Project PAGEREF _Toc50357697 h 69Part 4. Finalise and Review the Project PAGEREF _Toc50357698 h 90Assessment Workbook Checklist PAGEREF _Toc50357699 h 97Assessment Workbook Checklist PAGEREF _Toc50357700 h 98Recording PAGEREF _Toc50357701 h 101Record of Assessment PAGEREF _Toc50357702 h 102

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Learner Assessment Pack

Assessment Delivery4362454635500

Learner Information

This Learner Assessment Pack is designed for you to complete the assessment for BSBPMG430 - Undertake project work (Release 1). It may refer to your own workplace/organisation, or to a simulated business provided by your assessor.

Each Learner Assessment Pack is made up of four parts:

Assessment Delivery

Learner Information

Steps for Learner

Assessment Agreement

Assessment Tasks

Assessment Tasks, including:

Short Answer Questions

Practical Assessment

Assessment Workbook Checklist

Recording

Record of Assessment

Instructions are given for each task. If you have questions, or unclear how to proceed, consult with your assessor.

Records of all aspects of the assessment must be kept in your Learner Assessment Pack

The record of assessment is a legal document and must be signed, dated, and a copy stored as required by your Registered Training Organisation (RTO).

Steps for LearnersYour Learner Assessment Pack:

Discuss with your assessor if you intend to undertake the practical assessment tasks based on your employing organisation, in a simulated business, or in a mix of both.

After you complete your assessment, gather and submit your evidence documents as detailed in the task(s) in the timeframe agreed with your assessor.

Your assessor will advise you if there are any further steps for you to take to satisfactorily complete this assessment.

Reasonable Adjustment Adapted Reasonable Adjustment in teaching, learning and assessment for learners with a disability - November 2010 - Prepared by - Queensland VET Development Centre

Why make a reasonable adjustment?

We make reasonable adjustments in VET to make sure that learners with a disability have:

The same learning opportunities as learners without a disability, and

The same opportunity to perform and complete assessments as those without a disability.

Reasonable adjustment applied to participation in teaching, learning and assessment activities can include:

Customising resources and assessment activities within the training package or accredited course

Modifying the presentation medium

Learner support

Use of assistive/adaptive technologies

Making information accessible both before enrolment and during the course

Monitoring the adjustments to ensure learners needs continue to be met

Assistive/Adaptive Technologies

IMPORTANT:

Resources Required for AssessmentTo complete the Practical Assessment projects, you will require access to:

Computer with internet and email access and a working web browser

Installed software: MS Word, Adobe Acrobat Reader

A workplace that will allow you access to:

Workplace documentation, including:

Documentation relevant to the project you will undertake throughout this assessment

Documentation can include:

Project brief

Existing project plan or summary

Project documentation containing the project scope

Documentation identifying your organisations organisational objectives

Documents containing information about at least two other organisational projects related to the project you will be undertaking

Templates for developing the following documents:

Project Plan

Project Brief

Written Reports to evaluate the result of your project

Your organisations risk management tools

At least two project management tools used by your organisation

This can refer to applications or templates used by your organisation to monitor the progress of a project.

Financial record associated with the completed project

Record include:

Invoices

Purchase receipts

Remittances received

Accounting statements

Timesheets and/or payslips (including contract workers)

People, including:

At least two team members to undertake project work with you

At least two relevant stakeholders to participate in the planning, implementation, and review stages of project work

At least one of the relevant stakeholders must be identified as the delegating authority of the project

Stakeholders can include:

Clients

Managers and supervisors

Project sponsors

New projects or tasks for each project team members reassignment or transition

Opportunities to undertake project work in at least two occasions with a team

Project to be undertaken can be a straightforward project or a section of a project

To access these, hold the Ctrl key for Windows users while clicking on these links. For Mac users, directly click the link.

The simulated business, Bounce Fitness, can be accessed by going to http://bouncefitness.precisiongroup.com.au.

Assessment AgreementInstructions:

Discuss and accomplish this section with your assessor before commencing then sign the confirmation at the end of this Agreement.

Have you signed off

Delivery Method Classroom

Small Group

One-on-One

Online

Other (please describe)

Assessment Pathway (for Practical Assessment) Learners Organisation (Pre-assessment meeting conducted)

Simulated Workplace Environment (Contextualised by RTO)

Assessment Conditions Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

Relevant legislation, regulations, standards and codes

Workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards. I confirm that the activities and assessment completed as part of this unit are my own work and comply with all relevant copyright and plagiarism rules. I understand that if there is any doubt of the authenticity of any piece of my assessment, I can be orally examined and the signatory of evidence records may be contacted.

Learners name FORMTEXT

Learners signature FORMTEXT Learners signature FORMTEXT

Assessors name FORMTEXT

Assessors signature FORMTEXT Assessors signature FORMTEXT

End of Assessment Agreement

center20320

Learner Assessment Pack

Assessment Tasks

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Tasks

Complete all tasks in this assessment as instructed. If you have questions, consult with your assessor.

Contextualisation of Assessments by RTOs

Contextualisation is the process of modifying assessment tools to make learning more meaningful for your learners and their employers.

Short Answer QuestionsQuestion 1

Identify at least two examples of project management tools. In your own words, briefly describe how an organisation can use each tool when planning a project.

Project Management Tool How the Tool Can be Used When Planning a Project

FORMTEXT FORMTEXT

Question 2

Complete the table below:

Identify the following commonly used in defining parameters of a project:

At least two types of documents

At least two other sources of information

Briefly explain how each type of document, and how each source of information defines the parameters of a project.

Types of Document How It Defines the Parameters of a Project

FORMTEXT FORMTEXT

Sources of Information How It Defines the Parameters of a Project

FORMTEXT FORMTEXT

Question 3

Bounce Fitness is a premier fitness centre in four cities Cairns, Brisbane, Sydney, and Melbourne.

Access the link below to learn more about Bounce Fitness:

Bounce Fitness

https://bouncefitness.precisiongroup.com.au/Bounce Fitness is planning to implement their project on enhancing the services for the Bounce Fitness Caf. Access and review the cafs marketing plan. Then, answer the questions that follow.

Bounce Fitness Internet Coffee Shop Marketing Plan

https://bouncefitness.precisiongroup.com.au/infrastructure/current-projects/In your own words, briefly explain the mission statement of Bounce Fitness Caf.

FORMTEXT

Identify two goals of the business.

FORMTEXT

Identify at least two objectives that Bounce Fitness Caf aims to achieve.

FORMTEXT

Refer to the section on Service Offering. List two ways on how Bounce Fitness Caf will operate.

FORMTEXT

Question 4

Access the Fair Work Act 2009 and answer the following questions. Ensure to access the most current version of the Fair Work Act in the series.

Fair Work Act 2009

https://www.legislation.gov.au/Series/C2009A00028

Based on the National Employment Standards, identify the maximum weekly hours for each of the following types of employees:

Full-time employee

FORMTEXT

Part-time and/or casual employee

FORMTEXT

List at least three reasons for unlawful termination of an employee based on this Act.

FORMTEXT

Preliminary Task

Question 5 of this Short Answer Questions require you to refer to the requirements of the work health and safety (WHS) legislation and regulations of your state/territory.

For your assessors reference:

Indicate below which state/territory you are currently based or located in by ticking the box that corresponds to your answer.

Write the title of the WHS legislation and regulations that applies in the state/territory ticked below.

When answering Question 5, you must refer to the WHS requirements of the legislation and regulations of the state/territory you ticked below.

State/territory where you are currently based or located in:

o Australian Capital Territory o South Australia

o New South Wales o Tasmania

o Northern Territory o Victoria

o Queensland o Western Australia

Title of WHS legislation and regulations applicable in the state/territory you are currently based or located in:

WHS Legislation: FORMTEXT

WHS Regulation: FORMTEXT

Question 5

Access the work health and safety legislation (WHS) relevant to your state/territory and answer the following questions.

When undertaking project work, persons conducting a business (PCBU) or employers have a primary duty of care to their workers. In your own words, explain the duty of care of the PCBU/employers to their workers.

FORMTEXT

List at least three requirements that a PCBU/employer must do, under the primary duty of care, to ensure that health and safety of their workers undertaking any project work.

FORMTEXT

Practical AssessmentThe Practical Assessment is a set of tasks that must be completed in a workplace, or in an environment with conditions similar to that of a real workplace.

To be assessed for this unit of competency, you must demonstrate your skills and knowledge to undertake a straightforward project or a section of a larger project. It includes developing a project plan, administering and monitoring the project, finalising the project and reviewing the project to identify lessons learned for application to future projects.

Wherever possible, this assessment must be completed in your own workplace, including the gathering of evidence.

Where a current workplace is not available, you must conduct your practical assessment in an environment where conditions are typical of those experienced in a workplace. The environment must provide you access to all the resources required to complete this assessment.

If you dont have access to a suitable workplace, discuss with your assessor any adjustments required to the tasks to conduct a simulated workplace assessment.

IMPORTANT!

All signatures/initials in your submissions, including yours, must be handwritten and dated. Submissions with signatures/initials must be scanned.

The supervisor/observer who completes and signs your evidence submissions must provide their real name, contact number, and email address for your assessors reference.

Should you encounter issue or concerns regarding your assessment, contact your assessor.

Case Study AssessmentOverview

This assessment has two tasks:

Task 1: Identify Project Management Processes

Task 2: Outline Human Resource Processes

This will not require you to access a real workplace, however, some tasks to be completed are similar to those typically done in a real workplace.

Task 1: Identify Project Management ProcessesAccess and review your organisations policies and procedures for the following project management areas:

Lines of authorities and approvals

Quality assurance

Budget

Finance

Recordkeeping

Reporting

Complete the table below:

Identify the title of at least one organisational policy and procedure accessed for each area listed below

Outline your organisations process for managing each area listed during a project.

You must submit a copy of each organisational policy and procedure identified as supplementary evidence for this task.

Project Management Area Organisational Policy and Procedure Outline of Process

Lines of authorities and approvals FORMTEXT FORMTEXT

Quality assurance FORMTEXT FORMTEXT

Budget FORMTEXT FORMTEXT

Finance FORMTEXT FORMTEXT

Record keeping FORMTEXT FORMTEXT

Reporting FORMTEXT FORMTEXT

Task 2: Outline Human Resource Processes

Access and review your organisations policies and procedures related to the following situations related to human resources during the delivery of a project:

Acquisition

This involves either recruiting or reassigning employees to fill open positions required for your project.

Development

This involves ensuring that each employee can accomplish work tasks according to organisational standards or expectations.

Management

This involves overseeing all employees to ensure that work tasks are being completed on time and according to set standards.

Complete the table below:

Identify the title of at least one organisational policy and procedure accessed for each area of human resource listed below

Outline your organisations process for human resource management.

Briefly explain how each process can be used to complete a project.

You must submit a copy of each organisational policy and procedure accessed as supplementary evidence for this task.

Area of Human Resource Organisational Policy and Procedure Process for Each Area of Human Resource Brief Explanation of How Each Process Can be Used to Complete a Project

Acquisition FORMTEXT FORMTEXT FORMTEXT

Development FORMTEXT FORMTEXT FORMTEXT

Management FORMTEXT FORMTEXT FORMTEXT

Workplace Project AssessmentProject Overview

This assessment is divided into four parts:

Part 1 Establish Project Parameters

Part 2 Develop Project Plan

Part 3 Administer and Monitor Project

Part 4 Finalise and Review the Project

This project requires you to complete the assessment tasks in a real workplace, or in an environment with conditions similar to that of a workplace.

Each task comes with a set of instructions. You are to follow and perform these instructions while being observed by the assessor and/or submit any required documentation.

Before starting this assessment, your assessor will discuss with you these tasks including instructions and guidance for satisfactorily completing them.

You are required to:

Complete the tasks within the time allowed, as scheduled in-class roll.

Identify the scope of a project you will be completing for this assessment

Plan and manage the projects budget and timeframes

Develop a project plan

Conduct risk management for identified risks related to the project and the work health and safety (WHS) of all individuals involved in the project

Implement and monitor the project according to approved plans

Finalise and review the project conducted

Transition team members at the end of the project

Resources Required for Assessment

Discuss each requirement with your assessor before commencing with each task. They will organise the resources required for this assessment.

IMPORTANT: Additional workplace resources may be required upon the contextualisation of this assessment.

Forms and Templates

Generic forms and templates are provided in the project tasks, unless otherwise specified. These can be accessed from the following link:

BSBPMG430 Forms and TemplatesIf you are currently in a workplace, use similar workplace templates and forms used by your organisation to complete each assessment task. Discuss with your supervisor and your assessor first to ensure that the forms/templates you will use from your organisation cover all criteria required by each assessment task.

Review these forms and templates with your assessor before starting the task.

Part 1. Establish Project ParametersTask Overview

This part of the project requires you to establish the parameters of at least two projects you will undertake with your team. Specifically, you are required to:

Identify project scope

Define project stakeholders

Seek clarification from delegating authority of issues related to project and project parameters

Identify responsibilities of relevant stakeholders and reporting requirements

Clarify relationship of project to other projects and to the organisations objectives

Identify availability of resources and access to resources for undertaking the project

Resources Required:

To complete this project, you will need access to the following:

A workplace that will allow you access to:

Workplace documentation, including:

Documentation relevant to the project you will undertake throughout this assessment

Documentation can include:

Project brief

Existing project plan or summary

Project documentation containing the project scope

Documentation identifying your organisations organisational objectives

Documents containing information about at least two other organisational projects related to the project you will be undertaking

People, including:

At least two project team members

At least three project stakeholders

Stakeholders can include:

Clients

Managers and supervisors

Project sponsors

Resources that you will need to conduct your project

Resources can include:

Human resources

Physical Resources

Technical resources

Seek an opportunity within your organisation to undertake at least one project within the workplace.

The type of project you will undertake will vary depending on the industry or organisation youre currently in. Ensure that the projects you will undertake can be completed within the period of your assessment.

IMPORTANT:

Keep a copy of the document submitted in this task. You will resubmit them as attachments to your Project Plan at the end of this project.

-28067032030400Task 1.1 Establish Project Parameters

ASSESSMENT INSTRUCTIONS

Seek an opportunity within your organisation to undertake at least one project within the workplace. This can be a short-term project or a section of a large project from the organisation.

Seek permission from relevant personnel to allow you access to documentation relevant to the project you will undertake. These include but are not limited to:

Project brief

This can be from your organisation or from an external client

Existing project plan or summary

Project documentation containing the project scope, such as:

Expected outcomes of the project

Inclusions and exclusions of the project

Project timeframes

Resources required

Quality standards of the project

Where possible, the documents you will access must be current and aligned with the timeframes of the selected project.

Review the relevant documentation and collate information that you can use to establish the scope of your project.

Access the Project Scope Statement template in the Bounce Fitness site. Use this to identify the following parameters in your project:

Preliminary information, including:

Name of workplace/organisation

Title of the project

Project manager (your name)

Project sponsor

Identify who commissioned the project whether its for an external client or an internal project within the organisation.

Date (when the Project Scope Statement is created)

Purpose of the project

Briefly describe why this project is to be undertaken.

Relevant organisational objectives

Identify at least two organisational objectives relevant to this project.

Scope of the project

Describe the coverage of the project or what is aimed to be achieved at the end of the project.

Exclusions

Describe what areas or aspects are not to be included in this project.

Relevant organisational projects

Identify at least two organisational projects relevant to this project. Briefly explain how each identified project is relevant to the one you will undertake.

Project stakeholders

Identify at least three stakeholders who will be involved in the project to be undertaken. You must include your name and role as project manager as the third stakeholder.

Stakeholders can include:

Clients

Managers and supervisors

Project sponsors

At least one of the other two stakeholders must be identified as the delegating authority for the project.

Stakeholder responsibilities

Identify at least two responsibilities of each stakeholder identified in relation to the project.

Project team members

Identify at least two team members who will be included in the project you will undertake. Specify the work roles of each of your team members.

Indicate your name as the third team member, with your role as project manager.

Deliverables

Identify at least two products, services, or outputs expected to be completed in the project.

Acceptance criteria/measures of success

Identify at least two criteria that will determine the achievement/completion of the deliverables.

Project constraints

Identify and describe at least two factors, events, or circumstances that can occur and will potentially limit or restrict the implementation of the project, e.g. predefined budgets or timelines from clients.

Project assumptions

Identify at least two factors, events, or circumstances that are expected to occur, and can impact the project, e.g. Each team member can complete their deliverables in two weeks.

Reporting requirements

Outline the requirements on how progress will be reported during this project. You may refer to your organisations processes or develop the requirements that you intend to implement.

Indicate the frequency of each report submission, e.g. weekly

Include in the reporting requirements the person responsible for submitting and receiving specific reports within the project.

Project references

Log all documentation and references accessed to determine the requirements of this project.

When writing the Project Scope Statement, ensure use of the following as appropriate for a project planning document:

Vocabulary

Structure

Conventions

Ensure that you have completed the Project Scope Statement before commencing with the next task.

Submit the partially completed Project Scope Statement to your assessor.

Task 1.2 Clarify Project Issues and Other Parameters with Delegating Authority

-349250-26035000ASSESSMENT INSTRUCTIONS

Access and review the parameters of the project you recorded in the Project Scope Statement completed in Task 1.1 to identify issues with the project and its parameters.

Issues can be any situation or circumstance that can occur during the course of the project or are already present and need to be addressed before the project commences.

Review the relevant projects you have identified in the Project Scope Statement.

Access and review your organisations requirements relating to gaining project approvals. Refer to this information when seeking clarification for your project.

Based on these organisational requirements, clarify the following information with the identified delegating authority of the project:

Issues relating to the project and its parameters

At least one issue must be related to the project

At least two issues must be related to any parameters of the project

Relationship of the project you will undertake to the following:

Each of your organisations objectives

Each of the two related projects of your organisation

Refer to corresponding responses provided in the Project Scope Statement you completed.

Where possible, provide the delegating authority with a copy of the Project Scope Statement to ensure their overall understanding of the project.

Upon the approval of the Project Scope Statement, have your delegating authority sign the Approval section of the Project Scope Statement. This is to confirm that they have approved the information listed in your completed document.

Submit evidence to your assessor that demonstrate when you clarified the above information with the delegating authority. Evidence may vary, depending on your organisations requirements.

Evidence can include:

Meeting Minutes with handwritten signature of the delegating authority

Email correspondence with clarification from the delegating authority

Submit the following to your assessor:

Approved Project Scope Statement

Evidence of clarifications with delegating authority

Evidence can include:

Meeting Minutes with handwritten signature of the delegating authority

Email correspondence with clarification from the delegating authority

Task 1.3 Determine Availability and Access to Project Resources

-349250-26035000ASSESSMENT INSTRUCTIONS

Locate the Project Resources Log provided in the Bounce Fitness site. Use this template to identify the resources required to undertake the project.

Where possible, specify all resources required for the project. For the purpose of this assessment, you must identify the following:

At least two physical resources

These include but are not limited to resource materials, equipment, facilities and other such objects.

At least two human resources

These include colleagues or other work roles who will be integral for the delivery of the project

At least two technical resources (optional)

These include but are not limited to specific technologies or applications needed to complete the project; write Nil or NA if not required for the project

For each resource identified:

Specify if the resource is readily available in your organisation

If yes, specify where this can be accessed

E.g. if its a resource material, it can be accessed via storage space in your workplace; if human resources, you may indicate the department/work area where they are a part of

If no, specify how you will obtain the resource,

E.g. if a specific work role is required but is not a part of the organisation yet, you may seek contractor services

Indicate the date when you checked the availability of each resource

Indicate the estimated cost of each resource for the duration of the project

E.g. if referring to physical or technical resources that you need to purchase, calculate for its cost; if referring to human resources, indicate the salaries (per month)

If resources refer to equipment or facilities that are already in the organisation, write NA.

You may conduct your own research or seek assistance from relevant personnel in the organisation who have access to documents relating to cost of resources.

Have at least one of the relevant stakeholders identified in the Project Scope Statement review and sign off the declaration of the Project Resources Log. This is to confirm that the resources are ready by the time you commence the project. Their signature must be handwritten.

Submit the completed Project Resources Log to your assessor.

Part 2. Develop Project PlanTask Overview

This part of the project requires you to develop a project plan based on the identified parameters and other requirements. Specifically, you are required to:

Identify risks and develop a risk management plan for project, including Work Health and Safety (WHS)

Develop project budget and timeframe and seek approval from relevant stakeholders

Consult team members and apply their views in planning the project

Identify and access appropriate project management tools

Develop project plan according to project parameters and deliverables

Finalise project plan and gain necessary approvals to commence project according to documented plan

Resources Required:

To complete this project, you will need access to the following:

A workplace that will allow you access to:

Template used for developing a Project Plan

Your organisations risk management tools

At least two project management tools used by your organisation

This can refer to applications or templates used by your organisation to monitor the progress of a project.

People, including:

At least two project team members

At least three project stakeholders

IMPORTANT:

Keep a copy of the documents submitted in this task. You will resubmit them as attachments to your Project Plan at the end of this project.

Task 2.1 Conduct Project and WHS Risk Assessment

-349250-26035000ASSESSMENT INSTRUCTIONS

Seek assistance from your supervisor or relevant project stakeholders to assist you in identifying risks in both the project, and work health and safety. Ensure to follow organisational policies and procedures when documenting identified risks.

Access the Risk Register template provided in the Bounce Fitness site

Partially complete one Risk Register for each area listed below:

Project to be undertaken

Work health and safety (WHS)

Ensure to indicate in the filename of each Risk Register which one is for the project and which one is for WHS.

Complete section A. Initial Risk Assessment for each Risk Register:

Describe at least two risks for each area listed above

For the purpose of this assessment, focus on the risks that will directly impact the deliverables of your project.

Conduct an initial assessment of each risk in terms of its:

Likelihood to occur

Impact on the project and/or WHS

Risk rating of each identified risk

Identify the priority level of each risk

Identify at least one control measure to mitigate each risk. Control measures selected must be based on the hierarchy of controls.

Leave the B. Revised Risk Assessment section blank in both templates. You will complete these during the implementation of the project in Part 3 of this assessment.

Use your organisations risk management tools to complete this section. You must submit the organisational risk management tools you used to complete this task as attachments in the next task.

If your organisation does not have risk management tools, you can use the risk rating matrix provided in the following pages as guidance.

Have your supervisor review and sign off each of the Risk Registers. Their signature must be handwritten.

There is no submission at this point. The following will be submitted as attachments in the next task:

Two partially completed Risk Registers

At least one Risk Register for the project

At least one Risk Register for WHS

Organisational risk management tools to partially complete the Risk Registers

Risk Rating Matrix

Instructions to the Learner: Use this matrix and the interpretation below to complete the Risk Register. Write only the corresponding letters below for likelihood and rating, and the corresponding number for the impact.

Likelihood (L) Impact (I)

Insignificant

1 Minor

2 Moderate

3 Major

4 Severe

Rating

Almost certain High (H) High (H) Critical I Critical I Critical I

Likely Moderate (Mo) High (H) High (H) Critical I Critical I

Possible Low (L) Moderate (Mo) High (H) Critical I Critical I

Unlikely Low (L) Low (L) Moderate (Mo) High (H) Critical I

Rare Low (L) Low (L) Moderate (Mo) High (H) High (H)

Risk Rating Interpretation: Project Risks

Likelihood (L) Impact (I)

Almost certain Is expected to occur in most circumstances 1. Insignificant Nearly negligible but does not really affect the overall progress of the project

Likely Will probably occur in most circumstances 2. Minor Results into damage but will not likely affect the overall progress of the project

Possible Could occur at some time 3. Moderate Results into damage but do not pose a great threat to the project

Unlikely Not likely to occur in normal circumstances 4. Major Risks are significant and can lead to a great amount of project loss

Rare May occur only in exceptional circumstances 5. Severe Project may be completely unproductive and unfruitful

Risk Rating Interpretation: WHS Risks

Likelihood (L) Impact (I)

Almost certain Is expected to occur in most circumstances 1. Insignificant Injuries not requiring first aid

Likely Will probably occur in most circumstances 2. Minor First aid required

Possible Could occur at some time 3. Moderate Medical treatment required

Unlikely Not likely to occur in normal circumstances 4. Major Hospital admission required

Rare May occur only in exceptional circumstances 5. Severe Death or permanent disability to one or more persons

Risk Priority Scale

Risk Rating Risk Priority Description

1 3 L Low: May require consideration in any future changes to the work area or processes, or can be fixed immediately.

4 6 M Moderate: May require corrective action through planning and budgeting process.

8 12 H High: Requires immediate corrective action.

15 25 E Extreme: Requires immediate prohibition of the work process and immediate corrective action.

Task 2.2 Develop Risk Management Plan

-349250-26035000ASSESSMENT INSTRUCTIONS

Review the initial risk assessment conducted in Task 2.1. You will need this information to develop a risk management plan for both project and work health and safety (WHS).

Locate the Risk Management Plan template provided in the Bounce Fitness site. Complete one Risk Management Plan based on your initial risk assessment for the project and WHS.

You may use your organisations style guide or template to develop the Risk Management Plan, however, your submission must include the requirements provided below.

Complete the following in the Risk Management Plan:

Preliminary details

Title of the project

Project environment

Date of the plan (when it was created)

Version control and document history

For this assessment, the document is at version 1.0 in the current date.

Introduction

Purpose of the risk management plan

Briefly explain at least two purposes of the risk management plan one purpose must be in relation to the project, and one purpose in relation to WHS.

Objectives of risk management

List at least two objectives.

Definition of terms

List and define terms that need to be understood in the context of this risk management.

Risk Management Process

Explain in each of the following sections how risks in both the project and WHS will be identified, analysed, and managed throughout the project cycle.

Risk identification

Outline the process you used to identify risks in both the project and WHS.

Risk analysis

Briefly explain the following:

how the risk rating is used for risk analysis

how risks are prioritised

At least two timelines on when each control measure identified in the Risk Registers from Task 2.1 will be implemented

One timeline for the project risks control measures

One timeline for the WHS risks control measures

Risk response

*Refer to your responses in each completed Risk Register from Task 2.1

Each identified risk per area*

Likelihood of each risk occurring*

Impact of each risk*

Control measure to be implemented for each risk*

*Refer to your completed Risk Register from Task 2.1.

Person responsible

Identify individual stakeholders who are responsible for responding to each risk identified for both project and WHS. These can include your project team members.

Target implementation date for each control measure

Expected outcome for each control measure to be implemented

Risk tracking and reporting

Explain how risks will be tracked and outline the reporting requirements. Specify any tools that will be used in the risk management process, e.g. Risk Log, and indicate the individual stakeholder to whom risks are to be reported.

Approvals

Have at least two relevant stakeholders review and approve your Risk Management Plan. Ask them to sign the Approvals section in your document which must include:

Name of stakeholder

Job role/position

Handwritten signature

Date of approval

Appendices/Attachments

Include the Risk Registers and from Task 2.1 and other relevant tools used to develop the Risk Management Plan. If you use your organisations risk management tools to partially complete the Risk Registers in Task 2.1, include those as well.

Submit the completed Risk Management Plan including its attachments to your assessor:

Task 2.3 Develop Project Budget and Timeframes

-349250-26035000ASSESSMENT INSTRUCTIONS

This task will require you to develop a budget plan and set the timeframes for the project you will undertake.

You can use your organisations style guide or templates to develop the budget plan and the project timeframes, however, your submission must include the requirements provided below.

Develop Project Timeframes

Locate the Project Timeframes template provided in the Bounce Fitness site.

You can also use other project management tools used by your organisation to plot project timeframes.

Review the Project Scope Statement completed in Task 1.1. Refer to the deliverables of the project and identify the tasks/milestones involved to complete each deliverable.

Fill out the Project Timeframes template with the following details about the project:

Preliminary information including:

Title of the project

Target start and finish date of the project

At least two deliverables of the project

Breakdown of tasks or milestones to be undertaken to complete each deliverable

Number of tasks/milestones will vary depending on the project deliverable.

Status of each task or milestone

Owner

Identify the team member assigned to complete each task/milestone.

Target start and finish dates of each task or milestone

Time allocation per task

Indicate the target timeframe for completing each task/milestone.

You may add other details that will assist you in preparing your project plan at this stage, however, this is not required.

Develop the Project Budget

Locate the Project Budget Plan template provided in the Bounce Fitness site.

You may also use other tools used by your organisation to develop project budgets.

Refer to the breakdown of tasks or milestones in the Project Timeframes Template completed in Task 2.3-A.

Complete the Project Budget Plan:

In the Expense Type column of the Project Budget Plan, record the resources required for the project. Where possible, breakdown the resources required into categories to easily identify the expenses. These include but are not limited to:

Cost of Labour

Materials (supplies or raw materials)

Other expenses such as:

Travel cost

Purchase of equipment

Rent of facilities

Indicate how many of each resource will be needed in the Quantity column.

In the Estimated Cost column of the template, indicate the estimated cost for purchasing or acquiring each resource.

Breakdown of resources will vary depending on the requirements of the project and their availability. You may refer to the Estimated Cost of Resource from the Project Resources Log completed in Task 1.3.

Calculate the overall estimated cost.

Leave the Actual Cost column blank. You will complete this during the implementation of the project in Task 4.1 of this assessment.

Seek Approval for Project Timeframes and Budget

Have at least two relevant project stakeholders review, approve and sign off the Approvals section of Project Timeframes template and Project Budget Plan. This includes the following:

Name of stakeholder

Job role/position

Handwritten signature

Date of approval

Note: The Approvals section in your Project Timeframes template and Project Budget Plan may vary depending on the template used, however, your submission must clearly demonstrate that these were approved before commencing the project.

Record any changes required by the relevant stakeholders in your project timeframes and budget plan. Amend these changes as recommended. Then, update this in the Version Control and Document History section of each template.

Initial version of each document must be at version 1.0 in the current date.

Submit the following to your assessor:

Completed and approved Project Timeframes template

Completed and approved Project Budget Plan template

Where amendments were included in the submission, you must also submit version 1.0 of the templates.

Task 2.4 Consult Team on Project Planning

-349250-26035000ASSESSMENT INSTRUCTIONS

To complete this task, you must conduct a consultation with your team members to discuss the project you will be undertaking.

Review the following documents you completed from Task 1.1 to Task 2.3:

Project Scope Statement

Risk Management Plan

Project Timeframes

Project Budget Plan

Locate the following documents:

Meeting Minutes template in the Bounce Fitness site

Observation Form provided within this workbook. The Observation Form outlines all the skills you need to demonstrate during this task. Provide your assessor with a copy of the Observation Form.

Review the instructions here and the skills outlined in the Observation Form. Arrange a time with your assessor to observe you in conducting the meeting. Discuss all requirements of the task with your assessor and prepare these before the consultation meeting.

Your assessor will complete the Observation Form.

If direct observation from your assessor is not possible, record the meeting in a video. Ensure to obtain permission first from persons involved before doing so.

Arrange a meeting with at least two of your team members identified in the Project Scope Statement from Task 1.1.

Conduct the consultation meeting. During the meeting, discuss the following with your team members:

Overview of the project

Required deliverables

Project timeframes

Each team members roles and responsibilities in both:

The project to be undertaken

Risk management

Document your discussion in the Meeting Minutes template.

In the course of the discussion, you must:

Obtain your team members feedback or views regarding the project. This can include:

Areas of improvement

Areas requiring amendment in the project

Issues or concerns relating to the project

Use collaborative techniques to allow participation from team members

Use clear language to present or seek information

Use listening and questioning skills to seek information and confirm understanding of team members

Each team member must provide at least one feedback or view at any point during the meeting.

At the end of the meeting, have each of your team member sign off beside their names in the Meeting Minutes template. Their signatures must be handwritten.

Submit the following to your assessor:

Completed Meeting Minutes

Video recording of the meeting (Only if direct observation is not possible)

Observation Form (For Assessors Use Only)

INSTRUCTIONS TO THE ASSESSOR

The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form.

Before observing the learner:

Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment.

Ensure that the learner understands the requirements of the task and the skill requirements before proceeding.

For this assessment, the learner is required to meet with their project team members to discuss and consult about the requirements of the project they are planning to undertake. Prior to conducting the meeting, discuss with the learner to ensure that they have access to the following:

A safe environment to conduct the meeting (please tick at least one):

At least two project team members

Meeting Minutes template

Video camera or a mobile phone with video recording capabilities

Only if direct observation is not possible.

Continued on the next page.

Your Role as the Observer/Assessor

You are required to observe the learner meet with their project team members to discuss and consult about the requirements of the project they are planning to undertake. The learner will provide you a copy of the Observation Form which you must complete during the observation task.

Select the method of observation to be conducted:

Direct observation

Assessor must be physically present in the assessment environment.

Observation via video recording

Learner and the assessment requirements must be present in the video recording.

Complete the Observation Form for this task:

Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task.

Indicate the date when the observation is conducted.

Provide an overall feedback on the learners performance to assist the learner in addressing any areas of improvement.

Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation.

Discuss any further queries about the task and associated requirements with the learner before commencing.

Observation Form begins on the next page.

Observation Form

Learner Name: FORMTEXT

Name of Workplace/Organisation: FORMTEXT

Task Title

Refer to task title. FORMTEXT

Date of Observation: FORMTEXT

Did the learner demonstrate the following during the meeting with project team members? Yes No Comments

Participate in verbal discussion to present information while using the following:

Clear language

Did the learner:

Speak in a polite and professional manner FORMCHECKBOX FORMCHECKBOX FORMTEXT

Explain concepts or jargons that are unclear to audience FORMCHECKBOX FORMCHECKBOX Use simple words to discuss information FORMCHECKBOX FORMCHECKBOX Appropriate features

Did the learner:

Maintain eye contact with the audience FORMCHECKBOX FORMCHECKBOX FORMTEXT

Use correct pauses in between discussion points FORMCHECKBOX FORMCHECKBOX Use hand or arm gestures to emphasise points in the discussion FORMCHECKBOX FORMCHECKBOX

Use listening skills to seek information from others regarding the topic being discussed

Did the learner: FORMTEXT

Refrain from interrupting the person speaking FORMCHECKBOX FORMCHECKBOX Suspend judgment when the person answers a question or provides their opinion on the topic FORMCHECKBOX FORMCHECKBOX Focus on the words spoken by the other person FORMCHECKBOX FORMCHECKBOX Use appropriate facial expressions such as nodding or smiling to show that they are listening FORMCHECKBOX FORMCHECKBOX Summarise discussion point or questions from speaker to confirm understanding FORMCHECKBOX FORMCHECKBOX Provide relevant responses to the persons questions FORMCHECKBOX FORMCHECKBOX Use questioning skills to confirm understanding of others regarding the topic being discussed FORMTEXT

Did the learner:

Encourage audience to ask questions FORMCHECKBOX FORMCHECKBOX Use open ended questions to quickly review the topic discussed FORMCHECKBOX FORMCHECKBOX Ask challenging questions relevant to the topic to stimulate thinking FORMCHECKBOX FORMCHECKBOX

Use collaborative techniques to engage stakeholders in consultation FORMTEXT

Did the learner:

Adopt a round-robin discussion to encourage each attendee to discuss share their feedback FORMCHECKBOX FORMCHECKBOX Ask attendees to discuss with each other FORMCHECKBOX FORMCHECKBOX Encourage attendees to build on other attendees feedback or response FORMCHECKBOX FORMCHECKBOX OVERALL FEEDBACK TO LEARNER

FORMTEXT

ASSESSOR DECLARATION

By signing here, I confirm that I have observed the learner, whose name appears above, perform/demonstrate the skills outlined in this Observation Form during the meeting.

I further confirm that the information recorded on this Observation Form is true and accurately reflects the learners performance during this task.

Assessor Name: FORMTEXT

RTO Name: FORMTEXT

Signature: FORMTEXT

Date signed: FORMTEXT

Task 2.5 Develop Project Plan

-349250-26035000ASSESSMENT INSTRUCTIONS

Review the following documents you completed from Task 1.1 to Task 2.4:

Project Scope Statement

Project Resources Log

Risk Management Plan

Project Timeframes

Project Budget Plan

Meeting Minutes

Review the Workplace Project Task 2.5 Assessors Checklist provided in the Bounce Fitness site before starting this task. This form outlines the following:

Resources you are required to access to complete the task

All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these requirements with you, and the criteria outline in this form prior to assessment.

Develop a draft Project Plan based on the information you have from the above listed documents.

Theres no specific template to be used for the Project Plan. You may use your organisations format/style guide when writing this or, search online for formats you can refer to. However, the requirements outlined below must be in your submission.

You may also refer to the Project Plan template provided in the Bounce Fitness site.

The Project Plan you will submit must include the following sections:

Project cover sheet which includes:

Project title

Project manager (your name)

Project sponsor

Version number

Version date

Version number of this document is version 1.0, with the current date when you first created this plan.

Version Control and document history

Must be on the page after the cover sheet, indicating the following:

Version number of the document

Version date

History of modifications done

Update this section after the review and consultation in the later tasks.

Executive summary, or overview of the project

Purpose of the project must be covered here.

Related projects and relevance to current project

Identify at least two projects related to the project you will be undertaking. Briefly explain how each identified project is related to the current project.

Refer to the Project Scope Statement completed in Task 1.1.

Project deliverables

Project milestones and target timeframes

Refer to the Project Timeframes template completed in Task 2.3.

Project scope

Scope of the project

Exclusions

Project Assumptions

Project Constraints

Project governance

Legislative and regulatory context

Must include at least one for each of the following to which the project implementation must comply with:

Relevant legislation (e.g. Privacy Act, WHS Act)

Relevant regulation (e.g. WHS Regulations)

Relevant standards (e.g. National Employment Standards for contract workers, if any)

Relevant codes of practice (e.g. codes of practice used in the workplace)

Roles and responsibilities

Key stakeholders

Project team members

For each stakeholder and team member, indicate at least one of their role and responsibility in the project to be undertaken.

Responses must correspond with the key stakeholders and project team members identified in the Project Scope Statement from Task 1.1.

Risk management

Summarise the Risk Management Plan developed from Task 2.2.

Resource details

Identify all the resources identified in the Project Resources Log and the Budget Plan. Include a brief description on the purpose of each resource.

Operating procedures

Outline how each of the following will be managed when the project is undertaken:

Project finances

Resources required

Reporting requirements

Outline the reporting procedures and reporting frequency for

Project progress, including person responsible for submitting and receiving specific reports during the project.

Refer to the completed Project Scope Statement.

Monitoring of project finances and resources, including person responsible for submitting and receiving these reports within the project.

Project management tools

Identify at least two project management tools that you will use to monitor this project. This can refer to applications or templates used by your organisation.

Briefly explain how they will be used for the project.

Acceptance Criteria/Measure of Success

Refer to this section from the Project Scope Statement. Describe how you will assess each criterion/measure of success identified.

Contracts (if applicable)

Attach all contracts that are needed for conducting the project.

Attachments

Collate all documents completed and approved from Task 1.1 to Task 2.4. You will submit them as attachments when gaining approval for the overall project plan, and as evidence for this project task.

Project approvals

Name of stakeholder

Job role/position

Handwritten signature

Date of approval

This section will be completed after the project plan is finalised and presented to at least two relevant project stakeholders.

In developing the Project Plan for this task, you must ensure to:

Apply the feedback or views from project team members in Task 2.4 meeting

Use vocabulary, structure, and conventions appropriate to the plan

Once you complete the draft plan, prepare a copy of the Project Plan to be reviewed by at least two relevant stakeholders of the project. Provide them a copy of all the documents included in the Attachments sections as listed in Step 4.

You may arrange a meeting with the stakeholders or consult with them via written correspondence. In your consultation with them, obtain their feedback on the following:

Areas requiring amendment in the plan

Other issues or concerns related to the project

You will need to submit supplementary evidence of this consultation to your assessor in Task 2.6. This will include:

Meeting Minutes with handwritten signature of attending stakeholders

Email correspondence with responses from stakeholders

Video recording of meeting conducted with the stakeholders

Scanned copies of written report or copies of the Project Plan with edited reviews from stakeholders

Submit the partially completed Project Plan to your assessor.

Task 2.6 Finalise Project Plan

-349250-26035000ASSESSMENT INSTRUCTIONS

Access and review the following documents from Task 2.5:

Partially completed Project Plan

Evidence of consultation with at least two relevant stakeholders

Review the Workplace Project Task 2.6 Assessors Checklist provided in the Bounce Fitness site before starting this task. This form outlines the following:

Resources you are required to access to complete the task

All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these requirements with you, and the criteria outline in this form prior to assessment.

Implement recommendations and amendments required to your Project Plan based on the consultation with stakeholders.

Where there are changes required to the Attachments submitted, revise them as well in their corresponding documents and apply these changes to the Project Plan.

In implementing the amendments, ensure to update the Version Control and Document History section of the Project Plan and in the necessary attachments.

Finalise the documents. Ensure that all sections of the documents:

Are complete and organised

Are properly formatted

Uses language and structure appropriate and suitable for the audience

Are free from grammar and spelling errors

Have the two relevant stakeholders from Task 2.5 review and approve the final Project Plan. Ask them to complete the following details in the Project Approvals section of the plan:

Name of stakeholder

Job role/position

Handwritten signature

Date of approval

IMPORTANT!

Ensure approval of the Project Plan before commencing with the project.

Collate the following documents to be submitted as attachments to your Project Plan:

Project Scope Statement

Project Resources Log

Risk Management Plan, including the two Risk Registers*

Project Timeframes*

Project Budget Plan*

*Keep copies of these documents as these will be used as running records to monitor the implementation of your project.

Submit the following to your assessor:

Final version of the Project Plan including attachments

Evidence of consultation with at least two relevant stakeholders

This includes but is not limited to:

Meeting Minutes with handwritten signature of attending stakeholders

Email correspondence with responses from stakeholders

Scanned copies of written report or copies of the Project Plan with edited reviews from stakeholders

Part 3. Administer and Monitor ProjectTask Overview

This part of the project requires you to undertake the project in at least two occasions, with your team members. You will also monitor its progress and completion. Specifically, you are required to:

Communicate to project team members their responsibilities and project requirements

Establish and maintain required recordkeeping systems throughout the project

Implement and monitor plans for managing project finances, resources and quality

Undertake risk management as required

Resources Required:

To complete this project, you will need access to the following:

A workplace that will allow you access to:

Template used for developing a Project Brief

People, including:

At least two project team members

At least three project stakeholders

Additional resources needed to implement your project

IMPORTANT:

Keep a copy of the documents submitted in this task. You will resubmit them as attachments to your Project Plan at the end of this project.

Task 3.1 Establish Recordkeeping Systems for Project

-349250-26035000ASSESSMENT INSTRUCTIONS

Before commencing the project, you need to establish and prepare recordkeeping systems to effectively monitor the progress of your project.

Locate the Recordkeeping Systems Log provided in the Bounce Fitness Site. Use this to identify the recordkeeping systems you will use to monitor and report the project progress.

Review the reporting requirements and project management tools outlined in your Project Plan from Task 2.5. You can also refer to the relevant recordkeeping systems used by the organisation when undertaking project work.

Complete the Recordkeeping Systems Log:

Identify at least one type recordkeeping system that you intend to use to monitor for each of the following:

Project progress status

This must record the following:

Project tasks/milestones to complete the deliverables

start and finish dates of each task/milestone

Status of each task

Team Member assigned to each task

You can use the Project Timeframes template (Task 2.3) or similar templates.

Budget and resources

This must record the actual costs and resources used throughout the project. You can refer to the Project Budget Plan template (Task 2.3) or similar templates.

Risk management

This is a running record when the control measures in the Risk Management Plan were implemented, including a revised risk rating.

Use the Risk Register: Project and Risk Register: WHS from Task 2.1 for this.

Status reports log

This record must show when you have reported to relevant stakeholders about the status of the project in line with the reporting requirements in the Project Plan (e.g. correspondence, document signoff, etc.).

Supplementary evidence of communication/reporting must be submitted at Part 4 of the Practical Assessment.

Access the Status Reports Log in the Bounce Fitness site.

Briefly describe the purpose of each recordkeeping system identified.

Descriptions must show that each of the areas listed above will be monitored by at least one recordkeeping system.

Identify the frequency of updating each recordkeeping system

If you will be using your own organisations templates as reference for completing this task, you must review each template with your assessor. This is to ensure that all requirements, as outlined in the generic templates, are present in the documents you will be using.

Complete the Recordkeeping Systems Log with the following:

Title of the project

Type of recordkeeping system

Purpose of the recordkeeping system

Frequency of update

Submit the completed Recordkeeping Systems Log to your assessor.

IMPORTANT!

Ensure to prepare all the recordkeeping systems required before administering the project.

Task 3.2 Communicate Project Brief to Team

-349250-26035000ASSESSMENT INSTRUCTIONS

To complete this task, you must create a Project Brief and communicate this document to your team members.

Access and review the following approved documents

Project Plan from Task 2.6

Recordkeeping Systems Log from Task 3.1.

Review Workplace Project Task 3.2 Assessors Checklist in the Bounce Fitness site before starting this task. This form outlines the following:

Resources you are required to access to complete this task

All criteria your submission must address to satisfactorily complete this task

Your assessor will discuss these requirements with you, and the criteria outline in this form prior to assessment.

Prepare a Project Brief which you will use to inform your team members about the project to be undertaken.

Theres no specific template to be used for the Project Brief. You may use your organisations format/style guide when writing this or, search online for formats you can refer to. However, the requirements outlined below must be in your submission.

The Project Brief you develop must include the following discussion points:

Each team members responsibilities for:

Specific tasks or milestones to be completed throughout the project

In line with risk management

Expected start and finish dates for each project task or milestone

Any specific needs that must be addressed to ensure that the quality and timelines of the project are met

Specifications of the project, including:

Reporting requirements

Acceptance criteria/measure of success for deliverables

Recordkeeping systems to be used throughout the project and how to use them

Locate the Observation Form provided within this workbook. The Observation Form outlines all the skills you need to demonstrate during this task.

Review the instructions here and the skills outlined in the Observation Form. Arrange a time with your assessor to observe you in conducting the project briefing. Discuss all requirements of the task with your assessor and prepare these before the briefing.

Your assessor will complete the Observation Form.

If direct observation from your assessor is not possible, record the meeting in a video. Ensure to obtain permission first from persons involved before doing so.

Access the Meeting Minutes template provided in the Bounce Fitness site. Use this to document your discussion with your project team members.

Arrange a meeting with your team members to brief them about the project. Discussion points above must be recorded as agenda items in the Meeting Minutes. You may also provide them with a copy of the Project Brief prior to this meeting.

At the end of the meeting, have each of your team member sign off beside their names in the Meeting Minutes template. Their signatures must be handwritten.

Submit the following to your assessor:

Completed Project Brief

Completed Meeting Minutes

Video recording of the meeting (Only if direct observation is not possible)

Observation Form (For Assessors Use Only)

INSTRUCTIONS TO THE ASSESSOR

The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form.

Before observing the learner:

Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment.

Ensure that the learner understands the requirements of the task and the skill requirements before proceeding.

For this assessment, the learner is required to meet with their project team members to brief them about the project before they commence. Prior to conducting the meeting, discuss with the learner to ensure that they have access to the following:

A safe environment to conduct the meeting (please tick at least one):

At least two project team members

Project Brief

Meeting Minutes template

Video camera or a mobile phone with video recording capabilities

Only if direct observation is not possible.

Your Role as the Observer/Assessor

You are required to observe the learner meet with their project team members to discuss the completed Project Brief for the project they will undertake. The learner will provide you a copy of the Observation Form which you must complete during the observation task.

Select the method of observation to be conducted:

Direct observation

Assessor must be physically present in the assessment environment.

Observation via video recording

Learner and the assessment requirements must be present in the video recording.

Complete the Observation Form for this task:

Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task.

Indicate the date when the observation is conducted.

Provide an overall feedback on the learners performance to assist the learner in addressing any areas of improvement.

Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation.

Discuss any further queries about the task and associated requirements with the learner before commencing.

Observation Form begins on the next page.

Observation Form

Learner Name: FORMTEXT

Name of Workplace/Organisation: FORMTEXT

Task Title

Refer to task title. FORMTEXT

Date Observed: FORMTEXT

TO THE ASSESSOR:

Read through each skill requirement below then observe the learner undertake the task. Tick YES or NO to confirm the learners satisfactory demonstration of each skill below. Provide objective, written feedback on how the learner demonstrated each skill requirement based on your observation.

Did the learner demonstrate the following during the meeting with project team members? Yes No Comments

Participate in verbal discussion to present information while using the following:

Clear language

Did the learner:

Speak in a polite and professional manner FORMCHECKBOX FORMCHECKBOX FORMTEXT

Explain concepts or jargons that are unclear to audience FORMCHECKBOX FORMCHECKBOX Use simple words to discuss information FORMCHECKBOX FORMCHECKBOX

Appropriate features

Did the learner:

Maintain eye contact with the audience FORMCHECKBOX FORMCHECKBOX FORMTEXT

Use correct pauses in between discussion points FORMCHECKBOX FORMCHECKBOX Use hand or arm gestures to emphasise points in the discussion FORMCHECKBOX FORMCHECKBOX Explain the information in the Project Brief clearly to the team FORMTEXT

Did the learner:

Identify each team members responsibilities FORMCHECKBOX FORMCHECKBOX Discuss the when each team member is expected to begin and end each task assigned to them FORMCHECKBOX FORMCHECKBOX Ask challenging questions relevant to the topic to stimulate thinking FORMCHECKBOX FORMCHECKBOX Clearly identify all specific needs that the team must address during the duration of the project FORMCHECKBOX FORMCHECKBOX Discuss all the specifications of the project that the team must be aware of to successfully deliver the project FORMCHECKBOX FORMCHECKBOX Explain to the team each recordkeeping system that will be used for the project and how to use each one FORMCHECKBOX FORMCHECKBOX

Use listening skills to seek information from others regarding the topic being discussed

Did the learner: FORMTEXT

Did the learner:

Use collaborative techniques to engage stakeholders in consultation FORMTEXT

Did the learner:

FORMTEXT

ASSESSOR DECLARATION

By signing here, I confirm that I have observed the learner, whose name appears above, perform/demonstrate the skills outlined in this Observation Form during the meeting.

I further confirm that the information recorded on this Observation Form is true and accurately reflects the learners performance during this task.

Assessor Name: FORMTEXT

RTO Name: FORMTEXT

Signature: FORMTEXT

Date signed: FORMTEXT

Task 3.3 Implement and Monitor the Project

-349250-26035000ASSESSMENT INSTRUCTIONS

Review and prepare all the resources and tools you need to undertake the project. Ensure that your team fully understand their responsibilities and the expectations of the project before commencing.

Locate the Observation Form provided within this workbook. The Observation Form outlines all the skills you need to demonstrate as you undertake the project with your team members.

Review the instructions here and the skills outlined in the Observation Form. Arrange a time with your assessor to observe you as you undertake the project. Discuss all requirements of the task with your assessor and prepare these before the implementing the project.

Your assessor will complete the Observation Form.

If direct observation from your assessor is not possible, record the meeting in a video. Ensure to obtain permission first from persons involved before doing so.

IMPORTANT!

It is expected that specific tasks within the project, requiring assessor observation, will be completed at different timelines based on the Project Timeframes template. Discuss with your assessor how the observations will be conducted in this task.

Setup the recordkeeping systems identified in the Recordkeeping Systems Log from Task 3.1 to be accessed and used by the team

Implement the project based on the approved Project Plan from Task 2.6. Ensure that during the course of the project, you must:

Regularly update the records relevant to the following, with your team members:

Project progress status

Budget and resources

Risk management

Status reports log

Ensure that each update corresponds with your response for frequency of updates identified in the in the Recordkeeping Systems Log from Task 3.1.

Undertake risk assessment for both project and work health and safety (WHS)

Provide support to your team members in completing target deliverables

Locate the Risk Treatment Plan provided in the Bounce Fitness site. Complete this as you implement the control measures for both project and WHS. The Risk Treatment Plan must include the following:

At least two identified risks one for the project, and one for WHS

At least one control measure implemented for each identified risk based on initial risk assessment

Date when each control measure was implemented

Outcome of each implementation

Control measures to be implemented based on revised risk assessment

Identify at least one for each risk. Each control measure must be based on the hierarchy of controls and the revised risk rating in each Risk Register.

Date when each control measure will be next implemented

Have your supervisor review and sign off the completed Risk Treatment Plan. Their signature must be handwritten.

At the end of the project, your team must complete the following:

At least two deliverables

Each deliverable must be reported and forwarded to at least two relevant stakeholders.

At least one control measure implemented for each of the following:

At least one risk related to the project

At least one risk related to work health and safety

A revised risk rating must be provided in the corresponding Risk Registers after the implementation of each control measure. The Risk Treatment Plan must be completed together with the Risk Registers.

Locate the Status Reports Log provided in the Bounce Fitness site. Use this to document when you have forwarded required reports to at least two relevant project stakeholders in line with the reporting requirements of your Project Plan.

Ensure that each report is received and acknowledged by each stakeholder. Reports include but are not limited to:

Meeting Minutes with handwritten signature of attending stakeholders

Email correspondence with responses from stakeholders

Scanned copies of written report or copies of the reports with edited reviews from stakeholders

You must submit a compiled copy of these reports at the end of the project.

Complete the Status Reports Log with the following:

Type of report submitted

Name and role of receiving stakeholder

Date of submission

At the end of the project, update the records used to track the following:

Project progress status

This must show at least two completed deliverables from the Project Plan.

Budget and resources

This must show the actual costs and resources used, including any additional expenses through the project cycle.

Keep copies or obtain permission from relevant personnel from your organisation to allow you access to financial documents relevant to this project. You will need these as supplementary evidence for Part 4 of this assessment.

Risk management

The Risk Registers from Task 2.1 must show that at least one control measure was implemented for each of the following:

At least one risk related to the project

At least one risk related to work health and safety

Each Risk Register must have a completed section B. Revised Risk Assessment after the implementation. Where a control measure was not completed, provide the reason why in the corresponding Risk Register.

Status reports log

Outline of reports indicated here will be checked by your assessor to confirm that reports were forwarded to the relevant stakeholders.

Submit the following to your assessor:

Complete and updated records used to monitor the project

This includes the completed Risk Registers

Completed Risk Treatment Plan

Completed Status Reports Log

Observation Form (For Assessors Use Only)

INSTRUCTIONS TO THE ASSESSOR

The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form.

Before observing the learner:

Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment.

Discuss with the learner the schedule of observation for each part of the task.

Ensure that the learner understands the requirements of the task and the skill requirements before proceeding.

For this assessment, the learner is required to undertake project work in at least two occasions, based on the Project Plan. They must also monitor its progress using the recordkeeping systems they prepared.

Prior to commencing with the project, discuss with the learner to ensure that they have access to the following:

A safe environment to undertake the project (please tick at least one):

At least two project team members

Recordkeeping systems to be used as outlined in the Recordkeeping Systems Log (Task 3.1)

Risk Treatment Plan

Specific resources required to undertake the project as outlined in the Resource Details section of the approved Project Plan

Video camera or a mobile phone with video recording capabilities

Only if direct observation is not possible.

Your Role as the Observer/Assessor

You are required to observe the learner undertake project work on at least two occasions based on their Project Plan. The learner will provide you a copy of the Observation Form which you must complete during the observation task.

Select the method of observation to be conducted:

Direct observation

Assessor must be physically present in the assessment environment.

Observation via video recording

Learner and the assessment requirements must be present in the video recording.

Complete the Observation Form for this task:

Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task.

Indicate the date when the observation is conducted.

Provide an overall feedback on the learners performance to assist the learner in addressing any areas of improvement.

Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation.

Discuss any further queries about the task and associated requirements with the learner before commencing.

Observation Form begins on the next page.

Observation Form

Learner Name: FORMTEXT

Name of Workplace/Organisation: FORMTEXT

Task Title

Refer to task title. FORMTEXT

Team FORMTEXT

Start Date of Observation: FORMTEXT

TO THE ASSESSOR:

Read through each skill requirement below then observe the learner undertake the task. Tick YES or NO to confirm the learners satisfactory demonstration of each skill below. The learner will be implementing their project over a period of time. Criteria not demonstrated in one instance of observation can be demonstrated in the next observation.

Provide objective, written feedback on how the learner demonstrated each skill requirement based on your observation.

Did the learner demonstrate the following during the implementation of their project? Yes No Details of Observation

Comments

Implement the plans identified in their approved Project Plan from Task 2.6.

Did the learner: FORMTEXT

Implement the plan for managing the project finances FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT Implement the plan for managing the project resources FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT Assess the projects deliverables according to the identified acceptance criteria/measure of success FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT

Provide support to team members during the project to achieve deliverables FORMTEXT

Did the learner:

Discuss how team members can complete their tasks more efficiently FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT Provide feedback on team members performance as they complete the tasks assigned to them FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT Provide advise on how team members can complete their tasks FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT Participate in verbal discussion to present information while using the following:

Clear language

Did the learner:

Speak in a polite and professional manner FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT FORMTEXT

Explain concepts or jargons that are unclear to audience FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT Use simple words to discuss information FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT

Appropriate features

Did the learner:

Maintain eye contact with their team members FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT FORMTEXT .

Use correct pauses in between discussion points FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT Use hand or arm gestures to emphasise points in the discussion FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT Use collaborative techniques to engage stakeholders in consultation . FORMTEXT

Did the learner:

Set group meeting with team members to gather their feedback FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT Encourage other team members to share how they would address the identified concerns FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT Conduct moderations to encourage the team to brainstorm for solutions to identified issues during the project FORMCHECKBOX FORMCHECKBOX Observed by:

Initials: FORMTEXT

Date observed: FORMTEXT OVERALL FEEDBACK TO LEARNER

FORMTEXT

ASSESSOR DECLARATION

By signing here, I confirm that I have observed the learner, whose name appears above, perform/demonstrate the skills outlined in this Observation Form during the project implementation.

I further confirm that the information recorded on this Observation Form is true and accurately reflects the learners performance during this task.

Assessor Name: FORMTEXT

RTO Name: FORMTEXT

Signature: FORMTEXT

Date signed: FORMTEXT

Part 4. Finalise and Review the ProjectTask Overview

This part of the project requires you finalise and review the project undertaken, including required project documentation. Specifically, you are required to:

Complete financial recordkeeping associated with project and confirm according to agreed budget

Complete project documentation and obtain sign-offs for concluding project

Review project outcomes and processes against the project scope and plan

Document feedback and suggested improvements

Resources Required:

To complete this project, you will need access to the following:

A workplace that will allow you access to:

Template to use to develop a written report on your evaluation of the project that was conducted

Financial record associated with the completed project

Record include:

Invoices

Purchase receipts

Remittances received

Accounting statements

Timesheets and/or payslips (including contract workers)

People, including:

At least two project team members

At least three project stakeholders

New projects or tasks for each project team members reassignment or transition

IMPORTANT:

Ensure that your team has completed at least two deliverables required from your project before proceeding to this part of the project assessment.

Task 4.1 Complete Financial Records for Project

-349250-26035000ASSESSMENT INSTRUCTIONS

Seek permission from your supervisor or relevant personnel from your organisation to allow you access to the financial records associated with the project you completed. You need these records to complete this task.

Records you need to access include:

Invoices

Purchase receipts

Remittances received

Accounting statements

Timesheets and/or payslips (including contract workers)

Dates indicated in the financial records must correspond to the start and finish dates of your project.

IMPORTANT:

Where possible, obtain permission from your organisation to allow you to submit scanned copies of these records as supplementary evidence for your assessment. However, you must:

Ensure to maintain the privacy and confidentiality of the records to be submitted.

Blackout any important details such as names of persons, organisations, brands of items purchased, etc.

For names of stakeholders included in the document, indicate their job roles/positions in the copy to be submitted.

For resources and materials purchased, replace their names with the type of resource they correspond to in line with the Project Plan.

It is important that financial obligations associated with the project are fulfilled before closing the project.

Locate the Financial Records Log provided in the Bounce Fitness site. Use this to log all the financial records associated with the project.

Complete the following in the Financial Records Log:

Preliminary information including:

Title of the project

Name of project manager (your name)

Organisation name

Date when the log is prepared

Record type

Identify the type of financial record accessed. For the purpose of cross-checking, add a number coding system into the copy of the record to be submitted and into the template, e.g.:

Record Type Description of Transaction

Purchase receipt-001 Purchase of paper supplies from XYZ Store

Purchase receipt-002 Purchase of hygiene kits from AZ Mart

Invoice-001 Online job placement for [work role required]

Description of transaction

Briefly describe what was the transaction in the specific record logged.

Expense breakdown

Outline the specific individual expenses included in each transaction. For example, for purchase receipts, itemise all the materials purchase as reflected in that receipt.

Total expenditure

Identify the total amount indicated in the transaction for each record type logged. Calculate for the total expenses at the end of the log.

Have your supervisor or relevant personnel from your organisation review the completed Financial Records Log. This is to confirm that the responses are correct and reflect the records accessed from the organisation.

Access and review the approved Project Budget Plan from Task 2.3.

Locate the Project Budget Variance Report template provided in the Bounce Fitness site.

Use this to consolidate the information from the Project Budget Plan and the Financial Records Log.

Complete the following in the Project Budget Variance Report:

Preliminary information including:

Title of the project

Name of project manager (your name)

Date when the report is prepared

Expense type*

Write the type of expense as indicated in the Project Budget Plan from Task 2.3.

Expense breakdown*

Outline the breakdown of expenses under each expense type based on the Financial Records Log. Classify each individual expense under its expense type, e.g. all office supplies will be classified under Supplies or Raw Materials, depending on how you identified them in your Project Budget Plan at the start of the project.

*List any other expenses which are not part of the approved budget plan but were utilised in the project.

Budgeted Cost

Write the budgeted cost of each expense type based on your Project Budget Plan.

Actual Cost

Write the total actual cost of each expense type based on the financial records accessed and the Financial Records Log.

Variance

Calculate for the variance cost between the budgeted cost and the actual cost; calculate as well for the variance in percentage.

Have at least one relevant project stakeholder review and sign the completed Project Budget Variance Report. Where possible, this must be the same stakeholder who approved the Project Budget Plan in Task 2.3.

Submit the following to your assessor:

Financial Records Log

Project Budget Variance Report

Copies of financial records accessed to complete the Financial Records Log

Task 4.2 Review Project Outcomes

-349250-26035000ASSESSMENT INSTRUCTIONS

Access and review all the reports completed for the project undertaken for this assessment from Task 3.3 and Task 4.1. You will also need to access the following documents completed at the beginning of the project:

Project Scope Statement from Task 1.1

Project Plan from Task 2.6

Review the Workplace Project Task 4.2 Assessors Checklist before starting this task. This form outlines the following:

Resources you are required to access to complete the task

All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these requirements with you, and the criteria outline in this form prior to assessment.

Gather feedback from your team members and at least two relevant stakeholders involved in the project regarding the following:

Processes undertaken in the implementation of the project

What went well?

Which areas need improvement?

Outcomes of the project

Their suggestions to improve processes and outcomes for similar projects in the future

You may arrange a meeting with your team members and the stakeholders or consult with them via written correspondence.

You will need to submit supplementary evidence of gathering feedback to your assessor. This will include but not limited to:

Meeting Minutes with handwritten signature of attending team members and/or stakeholders

Video recording of the meeting conducted

Email correspondence with responses from team members and/or stakeholders

Review the reports collated from the implementation of the project against the Project Scope Statement and the Project Plan. Review as well the feedback gathered from your team members and relevant stakeholders about the project processes and outcomes.

Based on your review, create a written report of your evaluation of the project.

Theres no specific template to be used for the written report. You may use your organisations format/style guide when writing this or, search online for formats you can refer to. However, the report must be based on the following points:

What you delivered as compared to what you said you would deliver in the Project Scope Statement document

How well your actual deliverables met the needs of the project sponsor identified in the Project Scope Statement and the Project Plan.

What changes you feel are needed to bring to similar projects in the future

Identify at least two suggestions for improvement to the project.

In addition, your written report must include your evaluation of the following against the Project Scope Statement and Project Plan:

At least two outcomes of the project

At least two processes undertaken by the team during the project

Cite specific examples from both Project Scope Statement and Project Plan to support your evaluation.

When writing the report, you must use vocabulary, structure, and conventions appropriate to the plan.

Theres no prescribed template to the written report, however, the above requirements must be in your submission.

Submit the following to your assessor:

Evidence of feedback gathered from team members and stakeholders

Submissions will vary, however, evidence must show that at least two team members and at least two stakeholders provided feedback to assist in the review.

Written report of the evaluation of the project

Task 4.3 Transition Team Members at End of Project

-349250-26035000ASSESSMENT INSTRUCTIONS

At the end of the project undertaken for this project assessment, you must ensure that your team members will continue with their previous roles and/or will be reassigned to new roles or projects.

Seek your supervisors assistance to look for opportunities for your team members transition or reassignment tasks. If your team members are from departments or organisations other than yours, you may need to discuss this with their supervisors.

Communicate the transition or reassignment with your team members. Your discussion must include the following:

Project or tasks where each team member will be transitioned or reassigned

Each team members responsibilities in line with their new assignments

The person whom they will report to in line with the transition or reassignment

If you dont have sufficient details on the specific responsibilities of each team member, you must, at a minimum, ensure to provide your team members with full details of the new project and/or task as advised to you by your supervisor/relevant personnel.

Submit evidence of your communication with team to the assessor. Evidence will vary and can include:

Email correspondence with the team members

Video recording of discussion with team member

Meeting Minutes with handwritten signature of attending team members

441960-21344

Learner Assessment Pack

Assessment Workbook Checklist441960287087

Assessment Workbook ChecklistInstructions:

Your assessor will review your submissions against the checklist below. This section is to be completed by your assessor.

The learner has completed the Short Answer Questions in this workbook

Short Answer Questions

The learner has completed the Practical Assessments in this workbook and has submitted all the required evidence:

Case Study Assessment Task 1 Identify Project Management Processes Organisational policies and procedures for each project area

Task 2 Outline Human Resource Processes Organisational policies and procedures for each human resource process

Project Assessment Task 1.1 Establish Project Parameters Partially completed Project Scope Statement

Task 1.2 Clarify Project Issues and Other Parameters with Delegating Authority Approved Project Scope Statement

Evidence of clarifications with delegating authority

Task 1.3 Determine Availability and Access to Project Resources Completed Project Resources Log

Task 2.1 Conduct Project and WHS Risk Assessment Two Partially Completed Risk Registers

One indicated as for Project

One indicated as for Work Health and Safety (WHS) Organisational risk management tools used to complete the Risk Registers

Task 2.2 Develop Risk Management Plan Completed Risk Management Plan including its attachments

Task 2.3 Develop Project Budget and Timeframes Approved Project Budget Plan

Approved Project Timeframes

Task 2.4 Consult Team on Project Planning Completed Meeting Minutes

Video recording of the meeting (Only if direct observation is not possible)

Task 2.5 Develop Project Plan Partially completed Project Plan

Task 2.6 Finalise Project Plan Final version of the Project Plan including attachments

Evidence of consultation with at least two relevant stakeholders

Task 3.1 Establish Recordkeeping Systems for Project Completed Recordkeeping Systems Log

Task 3.2 Communicate Project Brief to Team Completed Project Brief

Meeting Minutes

Video recording of the meeting (Only if direct observation is not possible)

Task 3.3 Implement and Monitor the Project Complete and updated records used to monitor the project

Completed Risk Treatment Plan

Completed Status Reports Log Task 4.1 Complete Financial Records for Project Completed Financial Records Log

Completed Project Budget Variance Log

Copies of financial records accessed to complete the Financial Records Log

Task 4.2 Review Project Outcomes Evidence of feedback gathered from team members and stakeholder

Written report of evaluation of the project

Task 4.3 Transition Team Members at End of Project Evidence of consultation with project team members

441960250483

Learner Assessment Pack

Recording

43878572615

Record of AssessmentInstructions:

This section is to be completed by your assessor.

Assessment Details

Learner Course Code Unit of Competency BSBPMG430 - Undertake project work

Assessor Name RTO

Assessment Activity Satisfactory Needs more evidence

Short Answer Questions

Short Answer Question 1

Short Answer Question 2

Short Answer Question 3

Short Answer Question 4

Short Answer Question 5

Case Study Assessment

Task 1 Identify Project Management Processes

Task 2 Outline Human Resource Processes

Practical Assessment

Part 1 Task 1.1 Establish Project Parameters

Part 1 Task 1.2 Clarify Project Issues and Other Parameters with Delegating Authority

Part 1 Task 1.3 Determine Availability and Access to Project Resources

Part 2 Task 2.1 Conduct Project and WHS Risk Assessment

Part 2 Task 2.2 Develop Risk Management Plan

Part 2 Task 2.3 Develop Project Budget and Timeframes

Part 2 Task 2.4 Consult Team on Project Planning

Part 2 Task 2.5 Develop Project Plan

Part 2 Task 2.6 Finalise Project Plan

Part 3 Task 3.1 Establish Recordkeeping Systems for Project

Part 3 Task 3.2 Communicate Project Brief to Team

Part 3 Task 3.3 Implement and Monitor the Project

Part 4 Task 4.1 Complete Financial Records for Project

Part 4 Task 4.2 Review Project Outcomes

Part 4 Task 4.3 Transition Team Members at End of Project

Context Details Satisfactory Needs more evidence

Supervisor/Observer Verification Log

Supervisor/Observer Name Role in the Assessment Contact Details Date of Contact Supervisor/Observer verifies the learners submissions

Yes No

Assessors Comments

Remarks/feedback

Details of further evidence required

Please tick the appropriate box. Yes No

Comments and further action required are noted in the Learner Assessment Pack

Results discussed and agreed to by the learner

You have the right to appeal the outcome of your assessment.

The Learner is Competent

Not Yet Competent

Assessors signature Date signed

I further confirm that I have verified the learners submissions by contacting the learners supervisor and/or observer whose names appear in the Supervisor/Observer Verification Log above.

After reassessment, the Learner is: Competent Not Yet Competent

Assessors signature Date signed

Learners Comments

The signature confirms that I have submitted all my own work, and agree with the assessment decision and feedback.

Learners signature Date signed

End of Document

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Posted on : November 12th, 2024
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