4552950-125426STUDENT ASSESSMENT TASKS
4552950-125426STUDENT ASSESSMENT TASKS
020000STUDENT ASSESSMENT TASKS
-21590-107729100
05913120LEAD COMMUNICATION IN THE WORKPLACE
00LEAD COMMUNICATION IN THE WORKPLACE
05212008BSBXCM501
020000BSBXCM501
First published 2020
RTO Workswww.rtoworks.com.auhello@rtoworks.com.au
0452 157 557
2020 RTO Works
This resource is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review as permitted under the Copyright Act 1968, no part may be reproduced by any process without written permission as expressed in the RTO Works License Agreement.
The information contained in this resource is, to the best of the project teams and publishers knowledge true and correct. Every effort has been made to ensure its accuracy, but the project team and publisher do not accept responsibility for any loss, injury or damage arising from such information.
While every effort has been made to achieve strict accuracy in this resource, the publisher would welcome notification of any errors and any suggestions for improvement. Readers are invited to write to us at hello@rtoworks.com.au.
Business Works is a series of training and assessment resources developed for qualifications within the Business Services Training Package.
-22225022934500
Contents
TOC h z t "RTO Works Heading 1,1" Introduction PAGEREF _Toc56428490 h 4Assessment Task 1: Knowledge questions PAGEREF _Toc56428491 h 5Assessment Task 1: Checklist PAGEREF _Toc56428492 h 9Assessment Task 2: Project PAGEREF _Toc56428493 h 10Assessment Task 2: Checklist PAGEREF _Toc56428494 h 14Final results record PAGEREF _Toc56428495 h 17
IntroductionThe assessment tasks for BSBXCM501 Lead communication in the workplace are outlined in the assessment plan below. These tasks have been designed to help you demonstrate the skills and knowledge that you have learnt during your course.
Please ensure that you read the instructions provided with these tasks carefully. You should also follow the advice provided in the Business Works Student User Guide. The Student User Guide provides important information for you relating to completing assessment successfully.
Assessment for this unit
BSBXCM501 Lead communication in the workplace describes the performance outcomes, skills and knowledge required to create an environment that enables and supports the application of innovative practice focusing on a holistic approach to the integration of innovation across all areas of work practice.
For you to be assessed as competent, you must successfully complete two assessment tasks:
Assessment Task 1: Knowledge questions You must answer all questions correctly.
Assessment Task 2: Project You must work through a range of activities and complete a project portfolio.
Student assessment agreement
Make sure you read through the assessments in your student assessment booklet before you fill out and sign the agreement below.
If there is anything that you are unsure of, consult your assessor prior to signing this agreement.
Have you read the assessment requirements for this unit? Yes No
Do you understand the requirements of the assessments for this unit? Yes No
Do you agree to the way in which you are being assessed Yes No
Do you have any specific needs that should be considered Yes No
If so, explain these in the space below. Do you understand your rights to reassessment? Yes No
Do you understand your right to appeal the decisions made in an assessment? Yes No
Student name Student ID number Student signature Date
Assessment Task 1: Knowledge questions
Information for studentsKnowledge questions are designed to help you demonstrate the knowledge which you have acquired during the learning phase of this unit. Ensure that you:
review the advice to students regarding answering knowledge questions in the Business Works Student User Guide
comply with the due date for assessment which your assessor will provide
adhere with your RTOs submission guidelines
answer all questions completely and correctly
submit work which is original and, where necessary, properly referenced
submit a completed cover sheet with your work
avoid sharing your answers with other students.
ii Assessment information
Information about how you should complete this assessment can be found in Appendix A of the Business Works Student User Guide. Refer to the appendix for information on:
where this task should be completed
the maximum time allowed for completing this assessment task
whether or not this task is open-book.
Note: You must complete and submit an assessment cover sheet with your work. A template is provided in Appendix C of the Student User Guide. However, if your RTO has provided you with an assessment cover sheet, please ensure that you use that.
Questions
Provide answers to all of the questions below:
Complete the table to describe legislative and organisational requirements relevant to workplace communication. The first row has been completed as an example for you to follow.
Description Example (provide two, with at least one addressing digital communication requirements)
Best practice Good practices that have been agreed upon by experts and have proven to achieve successful results. ISO Standards for communication (industry specific) e.g. ISO 9921:2003 specifies the requirements for the performance of speechcommunicationfor verbal alert and danger signals, information messages, and speechcommunicationin general.
ISO standards for artificial intelligence and data security.
Legislation Workplace policies/procedures Codes of conduct Reputation and culture Discuss communication challenges in the workplace. Consider the following in your answer:
description of four challenges (conflict, risks/safety hazards, unethical communication, organisational messaging)
at least two techniques that may be used to respond to each of the mentioned challenges.
List five methods of workplace communication:
Outline four communication styles using the table below.
Style Description
List five things a mentor should consider/do as they mentor and coach others.
List four key principles of cross-cultural communication
List four key principles to consider when communicating with people who have special needs or disabilities.
Complete the table to explain communication protocols and their relation to cross-cultural communication and special needs/disability. The first row has been completed as an example for you to follow.
General example (provide one) How to consider cross-cultural and special needs/disability in the communication (provide one example)
Internal and external communication guides Nominated means of communication for identified purposes Include accessibility requirements for webpage design
Risk based/emergency communication guides Style/formatting communication guides Allocation of responsibility Discuss what negotiation in the workplace entails and three techniques that can be used to ensure successful negotiation.
Assessment Task 1: Checklist
Students name:
Did the student provide a sufficient and clear answer that addresses the suggested answer for the following? Completed successfully? Comments
Yes No Question 1 Question 2 Question 3 Question 4 Question 5 Question 6 Question 7 Question 8 Question 9 Task outcome: Satisfactory Not satisfactory
Assessor signature: Assessor name: Date:
Assessment Task 2: ProjectInformation for studentsIn this task, you are required to demonstrate your skills and knowledge by working through a number of activities and completing and submitting a project portfolio.
You will need access to:
a suitable place to complete activities that replicates a business environment including a meeting space and computer and internet access
your learning resources and other information for reference
Project Portfolio template
Simulation Pack for this unit if using the provided case study.
Ensure that you:
review the advice to students regarding responding to written tasks in the Business Works Student User Guide
comply with the due date for assessment which your assessor will provide
adhere with your RTOs submission guidelines
answer all questions completely and correctly
submit work which is original and, where necessary, properly referenced
submit a completed cover sheet with your work
avoid sharing your answers with other students.
ii Assessment information
Information about how you should complete this assessment can be found in Appendix A of the Business Works Student User Guide. Refer to the appendix for information on:
where this task should be completed
how your assessment should be submitted.
Note: You must complete and submit an assessment cover sheet with your work. A template is provided in Appendix B of the Student User Guide. However, if your RTO has provided you with an assessment cover sheet, please ensure that you use that.
Activities
Complete the following activities:
Carefully read the following:
This project requires you to demonstrate that you can lead communication in the workplace by:
researching internal and external information needs
developing and implementing communication protocols
persuasively and professionally presenting information to negotiate desired outcomes to a variety of audiences
improving communication challenges and processes through review.
Vocational education and training is all about gaining and developing practical skills that are industry relevant and that can help you to succeed in your chosen career. For this reason, we are giving you the choice to base this project on your own business, one you work in or a familiar with, or you can use the case study provided. This will mean that you are applying your knowledge and skills in a relevant, practical and meaningful way to your own situation!
You will need to communicate with people who work for, or are involved, in this business several times. Your communication may be either directly with actual staff members or fellow students/your assessor can play the roles of relevant people/parties. Communication can be in any appropriate format (e.g. face to face, video conference) as long as it meets the requirements outlined in the Project Portfolio.
You will be basing your communication on a relevant workplace issue or project that provides an opportunity for negotiation.
Examples of suitable issues or projects you may want to consider include:
wage negotiations
property lease agreements
KPIs
project scope negotiations
deliverable due dates
supplier payment terms
internal budget discussions
If you choose your own business (or one you work for/are familiar with), it is important that this business has organisational policy and procedures related to communication already developed. Speak to your assessor to get approval if you want to base this on your own business or one you work for.
You will be collecting evidence for this unit in a Project Portfolio. The steps you need to take are outlined below. Before you begin, complete page 4 of your Project Portfolio and read through the requirements of Sections 1,2 and 3 in the Project Portfolio to familiarise yourself with what must be done.
Guide workplace communication
Complete Section 1 of the Project Portfolio to:
research internal and external information needs of your chosen organisation
develop and implement communication protocols according to information needs
prepare to mentor someone (e.g. junior employee) to achieve the organisations communication goals and adhere to developed protocols
mentor the chosen person.
ii The mentoring session should last for 15 minutes.
The mentoring session may be with an actual staff member or alternatively family, friends, classmates or your assessor can play the role of the person being mentored.
This can either be viewed in person by your assessor (or your assessor may join the meeting online) or you may like to video record the session for your assessor to watch later. Your assessor can provide you with more details at this step. Make sure you follow the instructions above and meet the timeframes allocated.
Submit Section 1 of your Project Portfolio to your assessor and attach required evidence as indicated in your portfolio.
Engage in workplace communication
Complete Section 2 of the Project Portfolio to engage in separate negotiations with two different audiences. For each occasion, you will:
prepare to negotiate by identifying the method/style of communication, understanding any diverse needs of the audience, planning to address barriers/risks and establishing desired outcomes of the negotiation.
present complex information related to your chosen workplace issue or project:
in a succinct, clear and persuasive manner
to positively influence others
evaluate differences in perspective and critically examine outcomes
negotiate desired outcomes, focussing on key outcomes
confirm and implement key outcomes using appropriate methods.
ii
The objectives of the negotiation are for you, as a workplace leader, to:
model/motivate respectful communication
achieve key outcomes
communicate according to organisational requirements and goals.
The negotiation will last for approximately 20 minutes and may be with an actual staff member or alternatively family, friends, classmates or your assessor can play the role of the other negotiation party.
Negotiations can take place in a variety of ways as long as organisational requirements are adhered to. If negotiations are face-to face, they can either be viewed in person by your assessor (or your assessor may join the meeting online) or you may like to video record the session for your assessor to watch later. Your assessor can provide you with more details at this step.
Make sure you meet the timeframes allocated and that you adapt your communication style for the different audiences.
Submit Section 2 of your Project Portfolio to your assessor and attach required evidence as indicated in your portfolio.
Review communication
Complete Section 3 of your Project Portfolio to:
use digital technology to obtain feedback from a variety of sources about the outcomes of your communication and negotiations (including the effectiveness of communication channels, systems and processes).
document and implement communication improvements
Attach required evidence as indicated in your portfolio.
Submit your completed Project Portfolio
Make sure you have completed all sections of your Project Portfolio, answered all questions, provided enough detail as indicated and proofread for spelling and grammar as necessary. Ensure all required attachments are correctly attached.
Submit to your assessor for marking along with attachments as indicated.
Assessment Task 2: Checklist
Students name:
Did the student: Completed successfully? Comments
Yes No Guide workplace communication by:
summarising applicable organisation strategy, policies and procedures
summarising applicable legislation
researching information needs of their chosen organisation, including:
internal and external needs
at least three sources (including digital sources)
relevant information from minor sources
developing at least two communication protocols
adapting communication protocols to at least two different contexts
supporting/implementing communication protocols by:
developing at least two different communication materials (at least one being digital)
directing staff to adhere to communication requirements
using materials in the workplace.
Mentoring someone by:
assisting them to achieve communication goals
motivating them to communicate respectfully and consider everyones needs
following mentoring principles/methods. Engage in workplace communication by:
establishing potential and desired outcomes
preparing to negotiate, including:
identifying the method/style of communication to suit the audience
identifying anticipated communication challenges
planning to address barriers/risks
presenting complex information related to their chosen workplace issue or project:
in a succinct, clear and persuasive manner
to positively influence others
evaluating differences in perspective and critically examine outcomes
negotiating desired outcomes using negotiation techniques and
model/motivating respectful communication
communicating according to organisational requirements and goals
confirming negotiation outcomes
implementing negotiation outcomes. Review communication to:
obtain digital feedback on outcomes of communication and negotiation (including the effectiveness of communication channels, systems and processes) from at least two sources
identify and document areas for team and organisation-wide communication improvement
implement plans to improve communication Task outcome: Satisfactory Not satisfactory
Assessor signature: Assessor name: Date:
Final results recordStudent name: Assessor name: Date Final assessment results
Task Type Result
Satisfactory Unsatisfactory Did not submit
Assessment Task 1 Knowledge questions S U DNS
Assessment Task 2 Project Portfolio S U DNS
Overall unit results C NYC Feedback
Student Declaration
I declare that all my submissions are my own work and I have not cheated or plagiarised the work or colluded with any other student(s).
I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.
I have correctly referenced all resources and reference texts throughout these assessment tasks.
My performance in this unit has been discussed and explained to me.
I would like to appeal this assessment decision.
Student signature: Date:
Assessor Declaration
I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor signature: Date:
453075356515PROJECT PORTFOLIO
020000PROJECT PORTFOLIO
-30149-107950000
05887720LEAD COMMUNICATION IN THE WORKPLACE
00LEAD COMMUNICATION IN THE WORKPLACE
05212008BSBXCM501
020000BSBXCM501
First published 2020
RTO Workswww.rtoworks.com.auhello@rtoworks.com.au
0452 157 557
2020 RTO Works
This resource is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review as permitted under the Copyright Act 1968, no part may be reproduced by any process without written permission as expressed in the RTO Works License Agreement.
The information contained in this resource is, to the best of the project teams and publishers knowledge true and correct. Every effort has been made to ensure its accuracy, but the project team and publisher do not accept responsibility for any loss, injury or damage arising from such information.
While every effort has been made to achieve strict accuracy in this resource, the publisher would welcome notification of any errors and any suggestions for improvement. Readers are invited to write to us at hello@rtoworks.com.au.
Business Works is a series of training and assessment resources developed for qualifications within the Business Services Training Package.
-22225022934500
012619000
Contents
TOC o "1-3" h z t "RTO Works Heading 1,1" Section 1: Guide workplace communication PAGEREF _Toc56428780 h 6Section 2: Engage in workplace communication and negotiation PAGEREF _Toc56428781 h 9Section 3: Review communication PAGEREF _Toc56428782 h 13
Student name: Assessor: Date: Business/organisation you are basing this project on: Role within business/organisation: Project/significant issue to be communicated: Project areas requiring negotiation (at least one):
Section 1: Guide workplace communicationDescribe the business or organisation you are basing this project on.
What is the name of the business/organisation?
Which industry is it part of?
What are the main activities in the business/organisation?
What are the broader organisational objectives and goals? Summarise organisational policies and procedures
Which policies/procedures are applicable to your project/issue and/or workplace communication?
How are they applicable?
Attach policies/procedures to your portfolio. Summarise legislative requirements
Which legislation applies to your project/issue and/or workplace communication?
How do they apply? Research information needs of the business/organisation
Provide a written summary of your research.
What are the internal information needs?
What are the external information needs?
Are there any special needs/diverse cultures to consider?
How do the needs relate to broader organisational goals?
Which sources did you use to obtain information (at least three, including digital sources)?
How did you extract relevant information from minor references?
Attach proof of your research sources (e.g. internet search, video of interview) to your portfolio. Develop communication protocols
Consider the identified information needs and organisational goals to develop at least two communication protocols.
Adapt the protocols (e.g. by using a different colour or font) to address at least two different contexts (e.g. deaf employees).
Attach your protocol (including adaptations) to this section of the portfolio. Support and implement developed protocol(s)
Prepare at least two different materials (e.g. intranet post, poster, video, checklist etc.) to support and/or implement the developed protocols.
At least one of your materials should use digital technology.
Make sure the materials direct others to adhere to organisational communication requirements.
Implement the materials in the workplace (e.g. upload an intranet post, place a poster on the notice board).
Attach proof of the implemented materials to this section of the portfolio (e.g. photo of poster on notice board). Mentor others to achieve communication goals
Who are you mentoring?
What expertise/wisdom/knowledge are you able to offer?
What mentoring principles will you follow?
How will you address organisational communication requirements and goals?
How will you motivate them to communicate respectfully and consider everyones needs?
Attach proof of your mentoring session to this section of the portfolio (unless viewed in person by your assessor). 61859414351000 Attach: Policies/procedures
Proof of research sources
Protocols (including adaptations)
Support/implementation material
Mentoring session
Section 2: Engage in workplace communication and negotiationPrepare to communicate complex information and negotiate outcomes.
What information (related to your selected workplace project or issue) must be conveyed and negotiated?
With whom will the information be conveyed and negotiated (at least two different audiences on separate occasions)? First occasion:
Describe the audience
Are you aware of any communication challenges?
Are you aware of any differing perspectives? Plan outcomes
What are the potential outcomes of the negotiation (at least two)?
What are your desired outcomes (at least one)? Plan approach
How will you communicate?
What method will you use?
What communication style will you adopt?
Why is this style suitable?
What communication challenges/risks do you anticipate (at least two)?
How will you remove any barriers that may influence understanding?
Which negotiation techniques will you follow to positively influence others? Communicate complex information and negotiate
Attach proof of your succinct, clear and persuasive explanation and negotiation (e.g. conference call recording, video of meeting etc.) to this section of the portfolio (unless viewed in person by your assessor). Confirm negotiation outcomes
With whom will you confirm the key outcomes of the debate?
How will you confirm the key outcomes of the negotiation?
Attach proof of your confirmation to this section of the portfolio (e.g. minutes of meeting, draft email). Implement negotiation outcomes
Attach proof of the implementation of negotiation outcomes to this section of the portfolio 61859414351000 Attach: Complex information explanation/negotiation
Confirmation of negotiation outcomes
Implementation of negotiation outcomes
First occasion:
Describe the audience
Are you aware of any communication challenges?
Are you aware of any differing perspectives? Plan outcomes
What are the potential outcomes of the negotiation?
What are your desired outcomes? Plan approach
How will you communicate?
What method will you use?
What communication style will you adopt?
Why is this style suitable?
What communication challenges do you anticipate?
How will you remove any barriers that may influence understanding?
Which negotiation techniques will you follow to positively influence others? Communicate complex information and negotiate
Attach proof of your succinct, clear and persuasive explanation and negotiation (e.g. conference call recording, video of meeting etc.) to this section of the portfolio (unless viewed in person by your assessor). Confirm negotiation outcomes
With whom will you confirm the key outcomes of the debate?
How will you confirm the key outcomes of the negotiation?
Attach proof of your confirmation to this section of the portfolio (e.g. minutes of meeting). Implement negotiation outcomes
Attach proof of the implementation of negotiation outcomes to this section of the portfolio (e.g. performance review spreadsheet updated to reflect new KPIs). 61859414351000 Attach: Complex information explanation/negotiation
Confirmation of negotiation outcomes
Implementation of negotiation outcomes
Section 3: Review communicationObtain feedback on communication and negotiation
Use digital technology (e.g. online survey, email) to obtain feedback from at least two sources (e.g. from mentoring session, or negotiations).
As you seek feedback, consider your communication/negotiation as well as the broader organisations communication systems, channels and processes.
Summarise the feedback.
Attach proof of the feedback to this section of your portfolio. Identify opportunity for improvement
What areas of your communication and negotiation need improvement?
How effective were the communication channels, systems and processes?
What areas of the team or organisational practices need improvement? Document and implement improvement requirements
Follow organisational requirements to document areas needing improvement.
Implement any improvements to organisational practices (e.g. amended policies/procedures/protocols)
Attach proof to this section of your portfolio 61859414351000 Attach: Proof of feedback
Improvement documentation/implementation
Case Study WORLDUCATION
Worlducation is a social startup that manufactures tablet computers for primary school students. They not only focus on the hardware, but they also have a competitive team creating software, content and activities to better engage and educate the students.
Worlducation aims to change the way children learn at school by implementing artificial intelligence technology that can follow up on each childs progress and adjust to their needs as they learn, creating the optimal path learning experience.
So far, Worlducation only sells their tablet computers business to business (B2B) as they realised that their content and hardware proved most effective when a whole classroom was using it, and a teacher was coordinating the activities. Also, this helped the sales team focus on larger sales, and minimised the potential number of problems that could arise from individual customers. However, the long-term plan is to also tackle a business to consumer strategy (B2C).
What makes Worlducation completely different from their competition is that they envision a world in which every child learns how to read and write a world without illiteracy. Given this vision, for every classroom that buys their products, they donate and train a classroom somewhere around the world that cant afford the same technology. Furthermore, they connect the two classrooms (those who bought the products and services and those who received the donation) so that they can grow together and collaborate throughout their learning cycle.
Worlducation was founded in 2016, and by the end of 2019 they had sold over 35,000 tablets to over 550 schools in 23 countries, generating revenue in hardware sales and software subscriptions.
Worlducation headquarters are in Sydneys CBD but they have a development team in Bulgaria, a manufacturing team in Hong Kong, and operation and sales/marketing staff in Colombia, Egypt, Iceland, Russia and the Philippines.
Worlducation has a complex supply chain that begins when a sale is made usually via a sales representative or through and online enquiry that is handled by the sales team. Sales are recorded in an internal Enterprise Resource Planning System (ERP System) which notifies the operations team that an order needs to be delivered. The operations team verify the sales order and authorise the delivery of a manufacturing request to the factory in Hong Kong. Manufacturing team in Hong Kong notes the order specifications and delivery details and incorporates this within its production schedule. The order is manufactured and the operations team arrange freight and shipping directly to the customer.
Worlducation started 2020 with a huge sale to a school in Portugal. Although it was a great start, the context for the rest of the quarter was highly uncertain due to COVID-19. Surprisingly the pandemic brought hundreds of new leads and that led to an unprecedented growth that brought alongside dozens of operation and production problems.
The factory in Hong Kong closed down for 1 month due to government restrictions limiting supply, the sales team was overwhelmed with sale meetings over ZOOM, the tech-support team had to re-adapt the software to remote learning for many of the schools, and the founders had to start thinking on how education was going to change after this worldwide event.
Since COVID-19 and the closure of the factory due to government restrictions, of the 2000 tablets due to be shipped by April, only 500 were completed on schedule. Furthermore, the rising tension between mainland China and Hong Kong has added to the uncertainty.
In 2019, Worlducation generated a revenue of $35 million, a net profit of $7 million and net cashflow of $4 million. They budgeted revenue of $45 million for 2020, net profit of $9 million and net cashflow of $5 million. However, following the unprecedented growth in demand and disruptions to the supply chain, management now projects 2020 revenue will amount to $55 million, net profit of $5 million and net cashflow of negative $3 million. The decrease in profit was a result of the disruption to the manufacturing process and the associated solutions implemented by Management.
The projected growth in revenue is expected to require a significant investment in working capital (both inventory and debtors) and this combined with an expected decline in profit margin is projected to result in significant cash flow pressure in the latter half of 2020. Management is considering its options to fund this investment.
In the past, senior executives met to brainstorm and provide cost estimates for future business models. Options included establishing a second manufacturing facility (estimated cost $5 million), outsourcing manufacturing to a third party (lost margin of $200 per unit sold or $2 million per year assuming 10 000 units are sold), developing a cloud based solution where customers can access the software remotely on their own devices (estimated cost of $2 million), purchasing off the shelf tablets (lost margin of $300 per unit sold or $3 million per year) or repurposing used tablets ($100 per unit sold or $1 million).
Information relevant to this assessment:
At a recent board meeting, the Board of Directors approved the development of a cloud-based solution where customers can access the software remotely on their own devices. This decision aims to address the cashflow and current manufacturing limitations.
Strategic Plan 2020 2022
WelcomeWelcome to the Strategic Plan for Worlducation.
This document sets out our vision for the next two years and how we hope to achieve it.
We hope you enjoy reading this document.
Lucas Lopez
CEO
Worlducation
Executive SummaryFounded in 2016, Worlducation is a social startup that manufactures tablet computers for primary school students. Our focus is not only on the hardware, but also creating software, content and activities to better engage and educate primary school students.
Worlducation aims to change the way children learn at school by implementing artificial intelligence technology that can follow up on each childs progress and adjust to their needs as they learn, creating the optimal path learning experience. Worlducation envisions a world in which every child learns how to read and write a world without illiteracy. This is why, for each classroom that buys our product, we donate and train a classroom somewhere around the world that cant afford the same technology. We then connect the classrooms together so that they can grow and collaborate throughout their learning cycle.
Vision Statement
To see a world without illiteracy.
Mission StatementTo be the change and facilitate a world without illiteracy by changing the way children learn at school and the number of schools that have access to technology.
Our values are:Core values underpinning our activities are:
Ethical principles
Innovation
Collaboration.
Strategic Priorities
To be well led, high performing, profitable and accountable.
Ensure that all financial operations, performance indicators and results support the strategic policies
Identify new and expand existing sources of revenue and ways to help more classrooms in need.
Achieve profits of at least 10% per annum.
Increase our reach
Increase range of products and services offered to reach a larger target market
Increase sales to increase donations to needy classrooms.
Continue building deeper customer relationships
Customer-centred practice, with a focus on meeting their total needs for high-quality technology
Strengthen the skills of our people, to better support customers
Drive innovation to better meet customer demands
Attract, engage and develop the best staff
Continuing the drive to a customer centred, high performance workforce and culture
Strengthening the skills of our people, to better support customer needs
Empowering innovation and responsiveness to change
Continuing to enhance the diversity of our workforce
Exploring the use of technology in human resources.
The MarketThe technology market is a growing and ever-changing industry due to the rapid rate that technology is being updated. Emerging technologies include artificial intelligence and the Internet of Things (IOT). There is an increasing focus on cyber security.
Due to the global pandemic, the issues with the manufacturing industry have impacted on the supply of hardware components.
The trend for consumer spending during the pandemic has taken a downturn but this has not affected the ICT industry as due to more people working form home, consumer appetite for tablets has increased.
Situation AnalysisStrengths Weaknesses
Value and quality
Strong management
Customer loyalty
Friendly organisational culture
Level of available finance for investment Brand name not developed as well it could be
Growing organisation
Opportunities Threats
Schools needing to upgrade technology
Opportunities to offer a range of services
Opportunities for synergies across all services and products High level of competition
Economic downturn meaning less spent generally
Failing to satisfy clients demands
Marketing StrategiesOur marketing strategies aim to:
Build our brand
Generate leads now
Convert those leads quickly
Have every part of the business supporting each otherWe plan to develop our market share by:
Improving our marketing and advertising
Continually improving the quality of service given to clients
Maintaining effective communication channels with all stakeholders to ascertain industry requirements and then develop products and manage services accordingly
Continually improving communication channels with all our stakeholders, ensuring a flow of timely and accurate information to facilitate effective planning and decision making
Targeting identified growth markets with planned, market appropriate campaigns employing a variety of promotional strategies and advertising mediums
Offering attractive fee structures to our clients
Continually improving the skills, knowledge and effectiveness of our team through our commitment to training and development
Regularly reviewing the effectiveness of all our operations and making improvements when and where necessary Internal Communication Policy and Procedures
Worlducation aims to enhance and streamline communications (internal and external) to reinforce the vision and strategic priorities. As such, we will continue to develop and trial new communication platforms, channels, and tools to improve information sharing and collaboration between all staff members.
This policy is to be implemented in a way that ensures compliance with relevant legislative requirements and standards of best practice.
Worlducation expects that staff will use the channels and for business purposes only and comply with all relevant policies and procedures, the Code of Conduct.
Communication channels
Worlducation has a number of internal communication channels available, including:
Channel Purpose
Staff bulletin This contains Information from the executive to staff which is important and relevant to their interests, including training, employment vacancies and important announcements.
Contributions for the Staff Bulletin must be approved in advance by the contributors relevant manager before being sent to the communications officer for review and inclusion.
Staff surveys These are used to gather information and feedback from all staff members. Surveys should be sent to staff via email link.
Worlducation intranet The intranet provides important information for staff in an easily accessible location.
The intranet is to be used for conveying information which is important and relevant from the executive team to staff. It is the responsibility of the person contributing the content to ensure the content is factually correct. All contributions must be approved in advance by the contributors relevant manager.
Enterprise social networks (e.g. Yammer, Facebook) These may be used by groups of staff to collaborate and communicate on projects online (e.g. to share and comment on work-related ideas, news and activities). Personal use of these platforms may not be used during work hours. Use of these networks must comply with the Social Media Policy.
All Staff emails Emails are used for messages to and between staff. Staff are required to read all their work-related emails.
Email distribution lists Email distribution lists may only be used by the executive team and should adhere to the Privacy policy.
External Communication Policy and Procedures
This policy is adheres to national laws and regulations where Worlducation does business. It applies to any information that is material and proprietary. Information is material if it is likely to have an impact on the financial performance Information is proprietary, if it provides Worlducation with a competitive advantage.
This includes annual and quarterly reports, news releases, verbal communication (with external people such as analysts, investors, and the media), senior management presentations and information on the web site and intranet.
Employees must not discuss material, non-public matters or developments with outsiders (including family members, relatives or friends).
Spokespersons
There are three main groups of designated spokespersons for Worlducation Corporation:
National and international media The Chairman, Chief Executive Officer, Chief Financial Office
Local media Managers
Trade media Marketing managers, Sales managers
Any news release being issued to the media or public must be approved by Worlducation's executive management team. This includes (but not limited to) blogs, newspapers, magazines, adverts, social media and press statements.
Emergency communication
Crisis and emergency situations that may affect Worlducation and its employees include items such as fires, explosions, accidents, floods, hazardous material emissions, acts of violence or terrorism and many others. In the event of a crisis, safety should be your immediate concern. Employees should notify their direct manager and/or facilities manager, who will in turn notify the executive team as soon as possible. When dealing with the media during a crisis make sure you are available for comment and:
state the facts truthfully
do not from disclose names of the injured or deceased
show empathy - express concern for employees and the community as appropriate
do not offer personal opinion or speculate
describe steps you are taking to manage the crisis
Say "I need to confirm that information first" if you are unsure.
Communication of Financial, Market, and Customer Information
Any reports, slides, presentations, or any other written material that contains Worlducation financial information must be accurate and complete.
Social Networking Policy
Worlducation employees must use these forums appropriately and responsibly, especially when discussing or disclosing any information related to Worlducation or to their employment at Worlducation.
While social networking opens up new opportunities to have a positive impact on our brand reputation and business growth, it also carries significant business risk when used inappropriately. Failure to follow Worlducation's social media and networking policy or other abuse of social media and networking tools may result in disciplinary action up to and including termination of employment.
In the event anything in the policy may conflict with local law concerning internet use and data privacy, local law will control the interpretation and application of the policy.
Documentation Policy and Procedures
All employees are required to use Worlducations templates for all workplace documentation.
Documents should be named [Department_Type_Detail_Version]
Documents are to be saved using Worlducations cloud-based storage system.
In-built software review functionality should be used, and all comments recorded in a feedback register. Feedback register should contain the date, project number, name of reviewer, person receiving feedback, comments and action required.
New supplier Policy and Procedures
Purpose of the PolicyAll new suppliers to the business must be reviewed and accepted in accordance with this policy to ensure that the supplier service is aligned with the business objectives.
ProceduresChoosing a New SupplierA new supplier must provide our business with quality products, great service, competitive pricing and efficient delivery.
The following information table must be completed prior to agreeing to services
Supplier Selection Background InformationBusiness Name of Supplier:
Location of Supplier:
Products/Services provided by supplier: (Attach a list if necessary)
Name of business owner/ sales representative:
For how many years has the supplier been trading?
Supplier Selection Review ChecklistFor each new supplier being considered the following checklist must be completed:
Is the supplier pricing competitive? Attach list to this checklist:
What are the payment terms for this supplier?
What is the return policy for this supplier?
Does the supplier provide warranties, guarantees etc.?
Are the suppliers representatives knowledgeable of the products/ services and industry?
Is there an alternative to this supplier, has the alternative supplier been considered?
What are the delivery services of the supplier?
Has a credit check been undertaken for the supplier? (attach to this checklist)
Has the Personal Property Securities Register (PPSR). been reviewed?
Has the supplier been trade checked? (attach this to this checklist)
insert relevant additional information to assist in the decision of appointing a new supplier
Appointment of SupplierThe appointment of a new supplier will be authorised by the Business Manager.
The Business Manager will independently verify the bank account or other payment details of the supplier to ensure payments made are to the correct supplier
Supplier Payment Terms
All purchases from suppliers must be supported by a purchase order.
Payment terms for all suppliers must be reviewed by the Business Manager at least once a year.
All supplier payment terms must be a minimum of 30 days.
Any variation to the above must be authorised by the Business Manager.
All supplier payments are to be reviewed once a quarter to ensure that payment terms are adhered to. For payments made to any suppliers earlier or later than the agreed terms.
Privacy Policy and Procedures
Scope
This privacy policy outlines how Worlducation protects and handles personal information in accordance with its obligations under the National Privacy Principles (APPs) contained in the Privacy Act 1988.
Collection of information
Worlducation collects personal information relating to individual creators, publishers, licensees and IT professionals as part of the normal course of its business.
Where possible, Worlducation collects personal information directly from the individuals themselves.
Third party collection: Worlducation may also collect personal information from third parties in accordance with the requirements of the APPs, including:
From other rightsholders of a work, including the publisher. This is restricted to information which will assist in member recruitment or payment to rightsholders, such as contact and entitlement information. If Worlducation cannot collect that personal information from other rightsholders, its ability to efficiently recruit and pay rightsholders will be restricted;Worlducation has agreements with similar organisations in other countries that enable the use of foreign text and images in Australia, and the collection of fees and royalties for the use of Australian works overseas and may collect information in this process;From the public domain from third party sources such as social networking services, industry directories, industry guides, and the Internet; and
Through purchased mailing lists and business database lists which are used for sending Worlducation marketing material, where recipients have consented to receiving such communications or it would be reasonably expected of us to use or disclose the information for that purpose.
Websites and online services: a variety of information is collected by users of our Websites and online services.
Emails and electronic forms: our servers may record an email address if a message is sent online. An email address will only be used for the purpose for which it has been provided and it will not be added to a mailing list or used for any other purpose without consent.
Google Analytics: Worlducation uses Google Analytics to collect data about users usage and behaviour on Websites. This information is used to improve the Websites and is not used by Worlducation to personally identify users of the site. All tracked data is anonymously collected in accordance with Google Analytics privacy policy. Refer to Googles privacy policy for further information: http://www.google.com.au/policies/privacy/
Cookies: Worlducation uses session cookies to help analyse how users use their Websites. The cookie-generated information generated about the use of the website (including IP address) will be transmitted to and stored by our service providers on servers hosted in Australia. By using our website, users consent to the processing of data about them in the manner and for the purposes set out above.
Anonymity
2.1 We provide the option for individuals to not identify themselves, or of using a pseudonym when dealing with us. In some circumstances, if a choice is made not to provide the information requested we may not be able to provide certain services.
2.2 We do not provide this option in circumstances where it is impracticable to do so or where Worlducation is legally required to deal with identified individuals only.
Use and disclosure of personal information
3.1 Worlducation uses and discloses personal information for the primary business purposes for which it is collected (set out above) and related management purposes.
3.2 Worlducation uses and discloses personal information for any other purposes to which consent has been given.
3.3 Worlducation will not otherwise use or disclose personal information without consent being given unless otherwise required or authorised by law.
3.4 Subject to the requirements of the APPs, Worlducation may also use and disclose personal information for any other related purpose that one would reasonably expect the information to be used or disclosed.
Marketing material
4.1 Worlducation may use personal information, from time to time, to send to marketing material that we consider will be useful, or other material about our activities.
4.2 Worlducation will only do this if we collected the information and one would reasonably expect us to use or disclose the information for that purpose, or if consent has been given to receiving such communications.
Personal information storage and security
5.1 Worlducation takes reasonable steps to protect personal information from loss, unauthorised access, modification, disclosure, interference or other misuse. These steps include electronic access restrictions for electronic files that contain personal information, securing paper files containing personal information in locked cabinets and physical access restrictions.
5.2 Once collected, Worlducation holds personal information in a number of different formats, including on servers (located both onsite and offsite, including in the cloud), databases, filing systems and in offsite backup storage.
5.3 Worlducation only retains personal information for as long as it is required for its business purposes or for as long as required by law. Any information that we no longer require is destroyed securely. An exception to this may be retention of the information for data analysis. However, if this occurs, the information will be retained in a form that does not allow you to be identified from that information.
5.4 Worlducation undertakes not to disclose your personal information in any manner that would be considered direct marketing.
Digital security
6.1 Input devices such as thumb drives or other external memory devices should only be used if they come from a trustworthy source.
6.2 Before opening a thumb drive folder, ensure that a malware scan is run on it.
6.3 Files that are to be modified should first be saved to the computers desktop and the thumb drive ejected before beginning work on the files.
6.4 All files should be saved to the relevant folder, and not left on the desktop.
6.5 Back up of data should be performed at the end of every week. The data should be backed up onto an external memory device, which will be stored in the security cupboard in the Administration office.
Internet security
7.1 A mailbox should be created for each email sender so they can be accessed efficiently.
7.2 Before logging off from your inbox, ensure that it is empty. All emails should be placed in their senders mailbox.
7.3 Suspicious or potentially dangerous emails should be deleted immediately. Attachments should not be opened.
7.4 Personal emails should not be opened at work, or on Worlducations computers. If an email of a personal nature is received on a Worlducations email address, forward it immediately to a private email address, and open it outside work. Delete the original email from the inbox once it has been forwarded.
7.5 Returned email should be examined to ensure that the address in correct. If in doubt as to the correct address, contact the source of the address and ask for verification.
7.6 Email attachments should only be opened if they come from a trusted source. Attachments are to be stored and sent only as pdf, Word, PowerPoint or Excel files. If trustworthy emails are received in other formats, they should be converted before filing.
7.7 New staff must be assessed on their email competence by their manager before they are given access to their company email address and access to company files. This assessment is to be carried out on an external email account.
Performance Management Policy and Procedures
Purpose
To ensure that all employees and their supervisors are aware of the expectations and opportunities available for planning, managing, reviewing, recognising and improving individual employee performance.
Scope
This policy and procedure applies to all permanent employees.
Procedures
Performance review process
Each employee will participate in at least two reviews each year. This will consist of an annual review and an interim review, to be conducted six months after the completion of the formal review.
Reviews are designed to:
assist employees to be fully aware of their responsibilities and duties and the effect these have on Worlducations operations.
provide feedback to employees on the performance of these responsibilities
provide a basis for further professional development of employees
identify employees whose continued high-quality performance should be recognised and rewarded
identify employees where performance is of concern and may require remedial action.
The performance review process is to be conducted in accordance with the principles of procedural fairness and transparency.
Employees may be assisted by a representative at any stage of the performance review process.
Managers will arrange a meeting time with the employee for the performance review.
Managers will meet with the employee who is the subject of the review and discuss past performance and future goal setting and development plans.
In rating the overall performance of an employee, Managers will assess the Employee against the following performance ratings:
exceeds expectations
meets expectations
development encouraged
improvement required; or
unsatisfactory performance.
Managers may consult other employees whose judgements they believe may be helpful in completing the review.
Employees are encouraged to provide relevant information on their performance and take an active role in appraisal and planning.
The Manager and employee will complete the review using the performance review template.
Managers and employees will also identify required professional development for the year.
The employee must be given the opportunity to read, comment on and acknowledge the documented review.
Where an employee is not satisfied with the overall assessment recorded in the review they should initially discuss these concerns with their Manager.
Where the Manager and the Employee are unable to resolve the concerns, the Employee can request that the matter be referred to the Managing Director for a review of the overall assessment.
The Managing Director may seek further information from the Manager and employee and consider all documentation and make a final decision.
Once the Supervisor has completed the review, it will be stored confidentially in the staff members files.
Rewarding employee performance
All employees receive an annual incremental increase in their salaries as per their employment contracts.
However, where an employees performance consistently and significantly exceeds the agreed performance indicators n greater increase may be negotiated. This only applies to the annual performance review. Promotions may also be available.
