Manage Team Effectiveness BSBXTW401

AssessmentTaskDemonstration/Observation

StudentInstructions

The assessment task is due on the date specified in your timetable. Any variations to this arrangement must be approved in writing by your assessor.

This assessmentisto becompleted intheclassroom /simulation/ workshopsettingat HIC. The required submission should be done by completing the work within the scheduled period for unit in accordance with instructionsgivenbelow.

The purpose of this task is to assess your knowledge, skills and performance to manage team effectiveness. The assessor will use the checklist provided at the end of this task to make an assessment decision. As you perform your tasks the assessormay ask you some questions to assess your underpinning knowledge.

In this task, you are required to demonstrate your skills and knowledge by working through a number of activities andcompletingandsubmittingaprojectportfolio.

TaskActivities

Completethefollowingactivities.

1.Carefullyreadthefollowing:

Thisprojectis aboutleadingteamsintheworkplaceandactivelyengagingwiththemanagementofthe organisation. You need to demonstrate that you can manage the effectiveness of at least one work team.You can do this based on the assumption that you are the team leader or manager of a team within the casestudy business providedintheAppendix1.

Youmayselectanyoftheteamsthatformpartoftheorganisationtobaseyourprojecton,oryoucanaskyour assessortoplay/assigntheroles.Youmayassumetheroleofmanager.

YouwillbecollectingevidenceforthisunitinaProjectPortfolio.Thestepsyouneedtotakeareoutlinedbelow.

2.Establishateam

Make sure you are familiar with the business you are basing this assessment on and have read through the necessary background information, policies and procedures that apply(Appendix 1).

Chooseorgetassignedbytheassessor agroupofatleastthreestudentswhowillactasyourworkteam throughout the project. Read through the case study and select the team you would like to base your assessment on.

WorkthroughSection1ofyourProjectPortfolio.Aspartofthisstep,youwillneedto:

• Specify your work team, or specify which team your group
• Outline the roles of each member of the
• State the purpose of the

3.Establishteamobjectives

In a group discussion with your team and at least one stakeholder present (your assessor), outline all the tasks the teammustdotoaccomplishtheexpectedoutcomes.

Ensure that each team member has a turn to participate in planning the tasks, share what they expect outcomeswillbeanddecideasateamhowperformancewillbemeasured.

Asateam,makingsureconsensusisreached:

• create a list of tasks to be undertaken
• allocate the tasks to the team members based on their strengths and abilities
• set the start and end date for each activity
• set the KPIs for each team member

4.WriteaPerformancePlan

Use the Internet to find an example of a Performance Plan. Use the information you recorded in yourProject Portfolioduring the previous activities to write your own Team Performance Plan and attach it to your Project PortfolioattheendofSection1.Thewrittenplanshouldinclude:

• The team vision or a team purpose statement
• Main tasks and responsibilities of each team member
• Performance measures/ Key Performance Indicators (KPIs)
• Start and end date for each activity Complete Section 1 of yourProject Portfolio.

5.Facilitateteamcohesion

Assume some weeks have passed and the team have implemented their Performance Plan and are working on theirtasks. It hascometoyourattentionthat theteamisnot workingcohesively andthat theyarenotsharing information and are duplicating work.

In order to support your team in achieving their performance outcomes, you will provide coaching on team cohesion and collaboration. This will be a short session and you may use slides, visual aids or video clips in your coaching session.

Use yourProject Portfolioto outline the main points and attach your slides or links to the videos you use. Complete Section 2 of yourProject Portfolio.

6.Developormodifypoliciesandprocedures

Despite your efforts to support your team through coaching, the team is still struggling to work cohesively. One of the issues theteam identifiedis that oneof theteammembers arenot performingtheirtasksand is usingthe Internet for personal reasons during work hours. This is creating conflict within the team.

YouwilladdressthisconcernbydevelopingapolicyforInternetusage.

UsethePolicy andProcedures Template(Appendix 2)provided tocreateanInternetUsage Policy within the context of the business. Attach your Internet Usage Policy to yourProject Portfolioto Section 2 of your portfolio.

7.Facilitateteamwork

Assume three months have gone by. Have a meeting and allow each team member to provide an update on how theirtasksaregoing.

Assumingtheroleasmanager,dothefollowing:

• give feedback to team members on team effort and contributions
• encourage team members to take responsibility for team activities
• help to identifying work performance problems by addressing each of the issues, concerns and problemsidentifiedbyteammembers
• help to resolve issues using your own problem-solving skills

Yourassessorwillbelookingtoseethatyoucan:

• provide feedback to encourage, value and reward others
• model desired behaviour and practices
• encourage and foster shared understanding of purpose, roles and responsibilities
• Adapt personal communication style to build positive working relationships

Asateam,brainstormwaystoaddressissues,concernsandproblemsidentifiedbyteammembers.Outlinea process for addressing these concerns by deciding where and how concerns should be raised and who should be involved.UseyourProjectPortfoliotorecordthisinformation.

CompleteSection2ofyourProjectPortfolio.

8.Communicatingwithlinemanagement

Developan emailtoyour line managertoaddressthemainissueraisedbyteam members,namelythattheteam isstillstrugglingtocollaborateandshareinformation.

• Outline the issue
• Propose a solution

AttachthisemailtoSection3ofyourProjectPortfolio.

Assumethatyourlinemanagerhasrespondedtoyouremailandwouldlikeyoutocommunicatethefollowing informationtotheteam:

Linemanagementwouldliketheteamtostartusinganewsoftwareapplicationtohelptheteam collaborate. You have approval to purchase a subscription to a collaboration tool such as Dropbox, OneDriveoranytoolthatsuitsthecontext,andtoimplementit.

Develop an email to the team to explain the decision and provide the team with details about the change including whenitwillbeimplemented.

AttachthisemailtoSection3ofyourProjectPortfolio.

9.Liaisewithstakeholders

Schedule a meeting with the relevant stakeholders and prepare a short presentation using your choice of softwareor application e.g., PowerPoint, Keynote, etc. Your assessor will assume the role of stakeholder.

Your presentation should contain an overview of how the project is going.Your assessor will be looking to see that you can:

• establishing open communication processes with diverse stakeholders
• Addressunre solved issues, concerns and problems raised by stakeholders
• demonstrate effective communication skills including:

• Speaking clearly and concisely
• Using non-verbal communication to assist with understanding
• Asking questions to identify required information
• Responding to questions as required
• Using active listening techniques to confirm

Ask for feedback from relevant stakeholders and take notes. Transfer this information to Section 3 of yourProjectPortfolio.

10.SubmityourcompletedProjectPortfolio

MakesureyouhavecompletedallsectionsofyourProjectPortfolio,answeredallquestions,providedenough detailasindicatedandproofreadforspellingandgrammarasnecessary,andsubmittoyourassessorformarking.

Appendix1CaseStudy

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 tobetter engage and educate the students.

Worlducationaimstochangethewaychildrenlearnatschoolbyimplementingartificialintelligencetechnologythatcanfollow

uponeachchildsprogressandadjusttotheirneedsastheylearn,creatingtheoptimalpathlearningexperience.

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 teamfocus 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, generatingrevenue in hardware sales and software subscriptions.

WorlducationheadquartersareinSydneysCBDbuttheyhaveadevelopmentteaminBulgaria,amanufacturingteamin

HongKong,andoperationandmarketingstaffinColombia,Egypt,Iceland,RussiaandthePhilippines.

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 productionproblems.

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 manyof the schools, and the founders had to start thinking on how education was going to change after this worldwide event.

StrategicandOperationalPlan20202022

Welcome

WelcometotheStrategicandOperationalPlanforWorlducation.

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.

LucasLopez CEO

Worlducation

ExecutiveSummary

Foundedin2016,Worlducationisasocial startupthatmanufactures tabletcomputers forprimary school students.Ourfocus 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 theway children learn at school by implementing artificial intelligence technology that can follow uponeach childs progressand adjusttotheir needsas they learn, creatingtheoptimal pathlearningexperience.Worlducation envisions a world in which every child learns how to read and write a world without illiteracy. This iswhy, for each classroom that buys our product, we donate and train a classroomsomewhere around the world that cant afford the same technology.We then connect the classrooms togetherso that they can grow and collaborate throughout their learning cycle.

VisionStatement

Toseeaworldwithoutilliteracy.

MissionStatement

Tobe the changeandfacilitate aworldwithoutilliteracyby changing the waychildren learnat school andthe number of schools that have access to technology.

Ourvaluesare:

Corevaluesunderpinningouractivitiesare:

• Ethical principles
• Innovation

StrategicPriorities

• Tobewellled,highperforming,profitableand
• 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

Increaseourreach

• Increase range of products and services offered to reach a larger target market
• Increase sales to increase donations to needy

Continuebuildingdeepercustomerrelationships

• 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
• Haven effective help desk function in order to meet customer needs

• Strengthen the effectiveness of internal customers through provision of effective systems within each team
• Drive innovation to better meet customer

Attract,engageanddevelopthebeststaff

• 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

Ourorganisationstructure

Senior Management consisting of the CEO and General Manager heads up the overall organisation. The company consists of key teams as follows:

• Sales Team consisting of the Sales Manager and 3 x Sales Representatives
• Operations Team consisting of the Operations Manager, Administration Officer and Accounts
• IT Team consisting of the IT Manager, IT Support Officer and Help Desk

Eachteamdevelopsitsownperformanceplaneachyearfortheupcoming12months.Eachteamisexpectedto:

• Set its overall objectives to align with its key function and our strategic
• Define overall responsibilities according to the function within the
• Set

TheMarket

The 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 dueto more people working from home, consumer appetite for tablets has increased.

SituationAnalysis

MarketingStrategies

Ourmarketingstrategiesaimto:

• Build our brand
• Generate leads now
• Convert those leads quickly

• Have every part of the business supporting each other We 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

Collaboration

Asacompanywefocusoncollaborationbothwithinandoutsideofthecompany.Currentlyourexternalpartnersare:

• LionMarketingourmarketingagency
• ITBizSolutionsInternetServiceProviderandweb
• OzAidinformsofuseducationprojectsin

Keyprojects

Thefollowingkeyprojectswillcommencein2021:

Due to global economic conditions, a wait and watch attitude is being adopted while we brainstorm and provide cost estimates for future business models. Options include establishinga 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 assuming10000 unitsare sold),developinga cloudbasedsolutionwherecustomers canaccessthesoftware 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).

OperationalPlan(focuson2021)

AsanintroductiontotheOperationalPlan,itisimportanttounderstandthefollowinginformation.

Worldcationhasacomplexsupplychainthatbeginswhenasaleismadeusuallyviaasalesrepresentativeorthroughan onlineenquirythatishandledbythesalesteam.SalesarerecordedinaninternalEnterpriseResourcePlanningSystem (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 notestheorderspecificationsanddeliverydetailsandincorporatesthiswithinitsproductionschedule.Theorderis manufactured and the operations team arrange freight and shipping directly to the customer.

Since COVID-19 and the closure of the factory due to government restrictions, of the 2000 tablets due to be shipped by April20, only 500 were completed on schedule.

In the past, senior executives have 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 customerscanaccessthesoftwareremotelyontheirowndevices(estimatedcostof$2million),purchasingofftheshelf tablets (lost margin of $300 per unit sold or $3 million per year) or repurposing used tablets ($100 per unit sold or $1 million).

Ourpeople

Ourpeopleskillsareasfollows:

StaffCodeofConduct

Purpose

This code aims to guide the conduct of staff in theperformance of their duties as an employee ofWorlducation. It is intendedtoprovidepracticalassistanceforstafffacedwithethicalchallenges.

Overview

All staff of Worlducation are expected to perform the duties associated with their position skilfully, impartially and diligently in order to contribute to the efficient and economic achievement ofWorlducations strategic goals.

Staffshouldbeguidedintheirconductbytheprinciplesestablishedbythiscode.Ifthereisanydoubtastotheapplicability of the code, or the appropriate course of action to be taken in certain circumstances, the matter should be discussed with a seniormemberofstaff.

Code

Ethicalprinciples

Thefundamentalethicalprinciplesonwhichthiscodeofconductisbasedare:

• respectforothers
• integrity
• diligence
• economyand

Respectforothers

Allstaffareexpectedtotreatothers,includingotherstaffandcustomers,withfairnessandrespect.Thisinvolves:

• courtesyandresponsivenessindealingwithothers
• beingsensitivetoandrespectingtherightsanddignityofothers
• makingreasonable,fairandconsistentdecisions
• avoidingbehaviourwhichmightreasonablybeperceivedasharassment,victimizationorintimidation
• avoidingdiscriminationongroundssuchasage,race,sex,pregnancy,sexuality,ethnicbackground,nationality, disability, political conviction, religious belief, or other grounds covered by relevant legislation
• allowingalternativepointsofviewtobeexpressedandreasonably

Integrity

AllWorlducationstaffhaveanobligationasacitizenandasanemployeetoobservethelawsoftheStateandthe Commonwealth.

Staffarerequiredtobefamiliarwith,andcomplywith,allrelevantWorlducationpolicies,proceduresandcodesofpractices of the organisation.

Conflictsofinterest

Staffshouldbehonestinperformingtheirroleandavoidconflictsbetweentheirprivateinterestsandthoseoftheir responsibilities to Worlducation.

Conflictsof interestmayarisewhenastaffmemberisina situation wherepersonalcircumstances are affectedbythedecisions or duties carried out in their role. A conflict may arise when any of the following are involved:

• financialinterests
• personalorsexualrelationships
• personalbeliefs
• outsideemployment
• politicalparticipation
• useofconfidentialinformation

• useoffacilities,equipmentandresources
• acceptanceofgiftsor

All staff must act responsibly andreport any actual or perceived conflicts of interest that arise as part of their role. Ifthere isany question as to whether a conflict exists, staff must discuss the circumstances with management to determine whether a conflict exists. Appropriate strategies will be developed to manage any reported or perceived conflicts of interest.

Diligence

5Staffareexpectedtocarryouttheirdutiesinaprofessional,ethicalanddiligentmanneratalltimes.Thismeansstaffmust:

• makedecisionsfairly,impartiallyandwithoutbias,usingthebestfactualinformationavailable
• keeprecordsanddocumentationtosupporttheirdecisions
• alwaysaimtoachievethehighestpossiblestandardofperformance
• continuously develop their knowledge in their professional fields and areas of responsibility.Trainers and assessors mustcontinuedevelopingtheirvocationalcompetenciestosupportcontinuousimprovementsinthedeliveryofthe services provided by Worlducation
• exercisebestjudgmentintheinterestsofWorlducation
• maintainadequatedocumentationtosupportdecisionsmade
• ensureoutsideinterestsdonotinterferewiththeirabilitytomeettheresponsibilitiesoftheirrole
• adheretoprofessionalcodesofconductandstandardsofethics
• act responsibly when becoming aware of any unethical behaviour or wrong doing by any other person. This may involveareporttoaseniormemberofstaffortoexternal

Economyandefficiency

Staff should use Worlducation resources, facilities and intellectual property only for legitimate purposes related to their rolewith Worlducation.

Staffshouldavoidwasteorminimizeitwhereavoidanceisnotpossible.

StaffshouldmaintainsufficientsecurityandprotectionofWorlducationproperty,facilities,resourcesandintellectualproperty.

Appendix2PolicyandProceduresTemplate

<Title>PolicyandProcedures

Purpose

Scope

Policyprinciples

Responsibilities

Procedures