Contents

Introduction

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

Assessment information

Information about how you should complete this assessment can be found in Appendix A of theBusiness 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.

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

Question 10

Question 11

Question 12

Question 13

Question 14

Question 15

Question 16

Question 17

Question 18

Question 19

Task outcome:

Satisfactory

Not satisfactory

Assessor signature:

Assessor name:

Date:

Assessment Task 2: Project

Assessment information

Information about how you should complete this assessment can be found in Appendix A of theBusiness 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.

This project requires you to manage the performance of two team members and one team. As part of the assessment, you will:

understand your organisations performance management requirements.

allocate work to team members and your team.

manage the performance of your team and individual team members.

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!

If you are using your own business, it is important that you are able to access enough information for your chosen business in order to be able to do your assessment. You are required to manage the performance of one team and two individuals. The team members must be able to perform work tasks related to the operational plan. As a minimum your organisation must have an operational plan, a risk management plan and policies and procedures relevant to performance management and communication. You must also have access to data or information to monitor, evaluate and provide feedback to the team members (take a look at Section 3 of your Project Portfolio for more information).

If you are using the case study, the information required to complete this assessment is contained in the Simulation Pack.

You will need to communicate with team members and a colleague/superior. 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, email) as long as it meets the requirements outlined in the Project Portfolio.

You will be collecting evidence for this unit in a Project Portfolio. The steps you need to take are outlined below.

Make sure you are familiar with the organisation you are basing this assessment on and have read through the necessary background information (either your own business, or the case study provided in the Simulation Pack). If youre basing this assessment on your own choice of business, have your business approved by your assessor.

CompletePage 4of yourProject Portfoliofor this unit.

Read through the requirements ofSection 1, 2 and 3of yourProject Portfolio.

Complete Section 1 of your Project Portfolio. To do this, you need to:

explain how your role supports people performance management and the daily operations of your organisation.

describe the roles and responsibilities of your team and two team members.

identify and summarise the legal requirements to perform your role, allocate work and manage/review people performance.

identify and summarise organisational requirements for your role, work allocation and people management:

oincluding as a minimum the operational plan, risk management plan, performance management policies and procedures and communication protocols).

oconsidering performance review, feedback (formal and informal), performance improvement opportunities, underperformance and rewards and recognition.

review your organisations performance management and processes according to the legislation, organisational objectives and policies.

Consult with a relevant person or group (e.g. the CEO or executive team) regarding work that must be allocated to staff.

Your consultation should include a discussion:

of operational requirements (outlined in the operational plan) for the next 12 months (including time frames).

of work you are responsible for (that must be allocated within your team).

of the resources which are available to do the work.

to develop and agree on the required performance standards and KPIs.

Consultation can take place in any appropriate format (e.g. email, telephone call, executive team meeting, meeting with the CEO etc.) as long as it adheres to your organisations requirements, policies and procedures.

Start with completing Section 2 of your Project Portfolio. To do this, you need to:

develop work plans to efficiently allocate work to your team and two team members.

plan to meet with your team and team members.

You may need to meet separately with individual team members depending on the nature and location of your team and the work that is required (e.g. you may be required to keep KPIs confidential and as such they cannot be discussed in a group).

Make sure you have all the required resources ready for your meeting (e.g. printout of policies and procedures).

Meet with your team and team members to:

discuss the work that must be done by your team as a whole.

discuss work that must be done by individual team members.

explain the expected performance standards and KPIs.

provide training on the performance management and review processes.

This meeting should take approximately 20 minutes. It may take place with actual people who work for/are associated with your chosen organisation. Alternatively, classmates or your assessor may play the role of one or more team members.

This can either be viewed in person by your assessor 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 below and meet the timeframes allocated. If this session is not viewed in person by your assessor, you will attach proof of the meeting to Section 2 of your Project Portfolio.

At this meeting, take a leadership role and use language and structure appropriate to the context and audience. You will be assessed on this.

Complete Section 2 of your Project Portfolio by conducting a risk analysis of the work outlined in one of your work plans (identify at least two risks).

Make sure you have answered all questions in Section 1 and 2.

You are required to attach certain documents as part of your evidence review the documents you need to attach as outlined inSection 1 and 2of theProject Portfolio.

Submit Section 1 and 2 to your assessor.

Assume the work plans have been implemented. You must now manage and monitor performance, providing informal feedback and coaching where required.

If you are using the case study, assume that it is July 2021. Additional information to complete this step is contained in the Simulation Pack.

If you are using your own organisation, make sure you have the enough information to fulfil the requirements in the Project Portfolio.

Start completingSection 3of yourProject Portfolio. To do this, you need to:

manage the individual team member and whole team performance according to the timelines outlined in your work plan and your organisations policies and procedures.

monitor individual team member and team performance.

provide informal feedback and coaching to team members.

Continue working onSection 3of yourProject Portfolio. To do this, you must:

evaluate the performance of the two individual team members and your team against performance standards and KPIs.

document individual team members performance according to your organisations performance management system.

keep record of the documented performance according to your organisations performance management system.

identify any actions required to:

oaddress a team members ongoing poor performance

oto recognise the continued excellent performance of a different team member.

You will implement these actions at the formal feedback session (if verbal action is required), or at a later stage in this project (for other actions such as warning letters that do not require verbal interaction).

Meet with each individual team member separately for a structured and formal feedback session (follow the requirements of your organisations policies and procedures (as identified in Section 1)).

As part of the meeting, discuss the team members performance and areas requiring development.

If relevant, initiate the previously identified action to either address poor performance (e.g. ask the team member if there are any external factors contributing to their poor performance) or reinforce positive (e.g. discuss bonus or salary increase).

Each meeting should take approximately 20 minutes. It may take place with actual people who work for/are associated with your chosen organisation. Alternatively, classmates or your assessor may play the role of one or more team members.

This can either be viewed in person by your assessor 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 below and meet the timeframes allocated. If this session is not viewed in person by your assessor, you will attach proof of the meeting to Section 3 of your Project Portfolio.

As you discuss performance and areas requiring development, make sure you influence the direction of the conversation. You will be assessed on this.

If the action you identified to address poor performance or recognise excellent performance in the previous step does not include verbal input, you will have an opportunity later on in the assessment to implement your identified action

Continue working on Section 3 of your Project Portfolio. To do this, you must:

develop a performance improvement and development plan for each team member according to your organisations performance management system.

take action to reinforce excellent performance or to address poor performance (if you havent already taken action at the feedback session).

Complete Section 3 of your Project Portfolio. To do this, you need to:

once again monitor the performance of the underperforming team member according to organisational policy.

if necessary, respond once again to the underperforming team members performance according to organisational policy.

Make sure you have completed all sections of yourProject Portfolio, answered all questions, provided enough detail as indicated and proofread for spelling and grammar as necessary. Remember to submit all necessary attachments as indicated.

Students name:

Did the student:

Completed successfully?

Comments

Yes

No

Understand performance management requirements:

explaining how their role supports people performance management and the daily operations of their organisation.

describing the roles and responsibilities of their team and two team members (at least three responsibilities per team member).

identifying and summarising the legal requirements to:

operform their role

oallocate work

omanage/review people performance.

identifying and summarising organisational requirements for their role, work allocation and people management:

oincluding as a minimum the operational plan, risk management plan, performance management policies and procedures and communication protocol.)

oconsidering performance review, feedback (formal and informal), performance improvement opportunities, underperformance and rewards and recognition.

reviewing their organisations performance management and processes according to the legislation, organisational objectives and policies.

Allocate work by:

consulting with a colleague or superior regarding work that must be allocated to staff, including a discussion:

oof operational requirements (outlined in the operational plan) for the next 12 months (including time frames).

oof work they are responsible for (that must be allocated within your team).

oof the resources which are available to do the work.

oto develop and agree on the required performance standards and KPIs.

developing work plans to efficiently allocate work to their team and two individual team members.

meeting with their team and team members to:

odiscuss the work that must be done by their team as a whole.

odiscuss work that must be done by individual team members.

oexplain the expected performance standards and KPIs.

oprovide training on the performance management and review processes.

otake a leadership role.

developing a performance improvement and development plan for each team member according to their organisations performance management system.

taking action to reinforce excellent performance and to address poor performance.

ouse language and structure appropriate to the context and audience.

conducting a risk analysis of the work outlined in one of your work plans (at least two risks).

Manage performance by:

managing the individual team member and whole team performance according to:

othe timelines outlined in their work plans

oorganisations policies and procedures.

monitor individual team member and team performance.

providing informal feedback and coaching to team members (at least one informal feedback and one coaching session).

evaluating the performance of the two individual team members and their team against performance standards and KPIs.

documenting individual team members performance according to their organisations performance management system.

keeping record of the documented performance according to the organisations performance management system.

identifying any actions required to:

oaddress a team members ongoing poor performance

orecognise the continued excellent performance of a team member.

meeting with each individual team member separately for a structured and formal feedback session:

oand following the requirements of your organisations policies and procedures.

oto discuss the team members performance and areas requiring development.

oand influencing the direction of the conversation.

once again monitor the performance of the underperforming team member according to organisational policy.

if necessary, responding once again to the underperforming team members performance according to organisational policy.

Task outcome:

Satisfactory

Not satisfactory

Assessor signature:

Assessor name:

Date:

Final results record

Student name:

Assessor name:

Date

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

Student signature: Date:

Assessor signature: Date: