Student Must Fill this Section
Student Must Fill this Section
Unit Code / Title BSBTWK502 - Manage team effectiveness
Qualification Code / Title: RII60520 Advanced Diploma of Civil Construction Design
Due Date: Student Name: Cohort/Batch: Campus: Student ID:
Term:
Year:
Privacy Release Clause: I give my permission for my assessment material to be used in the auditing, assessment validation & moderation Process.
Authenticity Declaration: I declare that:
The material I have submitted is my own work;
I have given references for all sources of information that are not my own, including the words, ideas and images of others.
Student Signature: Date:
Assessment Outcome
Assessor Name:
Attempt and Tasks Satisfactory Not Yet Satisfactory Date Assessor Signature
Initial attempt
Re- attempt/Re-assessment
Assessment Task 1 Assessment Task 2 Assessor Feedback to Students
Assessment Outcome: Competent Not yet Competent
Assessor Name: Assessor Signature and date:
Information for Student:
This assessment is to be completed according to the instructions given below in this document.
Should you not answer the tasks correctly, you will be given feedback on the results and gaps in knowledge. You will be entitled to one (1) resubmission in showing your competence with this unit. Each onward attempt will incur a resubmission fee.
If you are not sure about any aspect of this assessment, please ask for clarification from your assessor.
Please refer to the College re-submission and re-sit policy for more information.
If you have questions and other concerns that may affect your performance in the Assessment, please inform the assessor immediately.
This is an Open book assessment which you will do in your own time but complete in the time designated by your assessor. Remember, that it must be your own work and if you use other sources then you must reference these appropriately.
Student must submit the completed Assessments on Moodle
Re-assessment of Result and Academic Appeal Procedures:
If a student is not happy with his/ her results, that student may appeal against their grade via a written letter, clearly stating the grounds of appeal to the Chief Executive Officer. This should be submitted after completion of the subject and within fourteen days of commencement of the new term.
Re-assessment Process:
An appeal in writing is made to the Academic Manager providing reasons for re-assessment /appeal.
Academic Manager will delegate another member to review the assessment.
The student will be advised of the review result done by another assessor.
If the student is still not satisfied and further challenges the decision, then a review panel is formed comprising the trainer in charge and the Academic Manager or if needed, an external assessor.
The Institute will advise the student within 14 days from the submission date of the appeal. The decision of the panel will be deemed to be final.
If the student is still not satisfied with the result, he / she has the right to seek independent advice or follow external mediation option with nominated mediation agency.
Any student who fails a compulsory subject or appeals unsuccessfully will be required to re-enrol in that subject.
The cost of reassessment will be borne by the Institute. The external assessor will base his/her judgement based on principles of assessment. These principles require assessment to be reliable, fair, practical and valid.
Academic Appeals:
If you are dissatisfied with the outcome of the re-evaluation process, you have a right to appeal through academic appeals handling protocol.
To appeal a decision, the person is required to complete the IISs Request for Appeal of a Decision Form with all other supporting documents, if any. This form is available at the admin office. The completed Request for Appeal form is to be submitted to the Student Support Officer either in hard copy or electronically via the following contact details:
Student Support Officer: IIS Head Office at Leve 3, Suite 302, Macquarie St, Parramatta, NSW 2150 Email: info@IIS.edu.au
The notice of appeal should be in writing addressed to the Chief Executive Officer and submitted within seven days of notification of the outcome of the re-evaluation process.
If the appeal is not lodged in the specified time, the result will stand, and you must re-enrol in the unit.
In emergency circumstances, such as in cases of serious illness or injury, you must forward a medical certificate in support of a deferred appeal. The notice of appeal must be made within three working days of the concluding date shown on the medical certificate.
The decision of Chief Executive Officer will be final.
Student would then have the right to pursue the claim through an independent external body as detailed in the students complaint / grievance policy.
Plagiarism:
Plagiarism means to take and use another person's ideas and or manner of expressing them and to pass them off as your own by failing to give appropriate acknowledgement. This includes material sourced from the internet, IIS staff, other students, and from published and unpublished work.
Plagiarism occurs when you fail to acknowledge that the ideas or work of others arebeing used, which includes:
Paraphrasing and presenting work or ideas without a reference
Copying work either in whole or in part
Presenting designs, codes or images as yourown work
Using phrases and passages verbatim without quotation marks or referencing the author or web page
Reproducing lecture notes without proper acknowledgement.
Collusion:
Collusion means unauthorised collaboration on assessable work (written, oral or practical) with other people. This occurs when a student presents group work as their own or as the work of someone else.
Collusion may be with another RTO student or with individuals or students external to IIS. This applies to work assessed by any educational and training body in Australia or overseas.
Collusion occurs when youwork without the authorisation of the teaching staff to:
Work with one or more people to prepare and produce work
Allow others to copy your work or share your answer to an assessment task
Allow someone else to write or edit yourwork (without rto approval)
Write or edit work for another student
Offer to complete work or seek payment for completing academic work for other students.
Both collusion and plagiarism can occur in group work. For examples of plagiarism, collusion and academic misconduct in group work please refer to IISs policy on Academic integrity, plagiarism and collusion.
Plagiarism and collusion constitute cheating. Disciplinary action will be taken against students who engage in plagiarism and collusion as outlined in IISs policy.
Proven involvement in plagiarism or collusion may be recorded on students academic file and could lead to disciplinary actions.
Assessment Requirements
You are required to complete and pass every task in the assessment in order to be deemed competent.
Assessment Schedule
Task Due Date Student Signature Trainer Signature Comments
Task 1-2 Week 05919470MANAGE TEAM EFFECTIVENESS
00MANAGE TEAM EFFECTIVENESS
05212008BSBTWK502
020000BSBTWK502
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.
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.
Contents
TOC o "1-3" h z t "RTO Works Heading 1,1" Introduction PAGEREF _Toc93661728 h 8Assessment Task 1: Knowledge questions PAGEREF _Toc93661729 h 9Assessment Task 1: Checklist PAGEREF _Toc93661730 h 12Assessment Task 2: Project Portfolio PAGEREF _Toc93661731 h 13Assessment Task 2: Checklist PAGEREF _Toc93661732 h 19Final results record PAGEREF _Toc93661733 h 22
IntroductionThe assessment tasks for BSBTWK502 Manage team effectiveness 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 Student User Guide. The Student User Guide provides important information for you relating to completing assessment successfully.
Assessment for this unit
BSBTWK502 Manage team effectiveness describes the performance outcomes, skills and knowledge required to lead teams in the workplace and to actively engage with the management of the organisation.
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.
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 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 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:
Outline one positive impact of group dynamics on team performance and one negative impact of group dynamic on team performance.
Explain why a team would need a team performance plan.
Complete the table below to show various methods that can be used to help overcome the following scenarios:
The team needs to complete a project by a certain deadline. The team members do not understand the reason for undertaking the project or their own involvement in it. The team members are a diverse group and have many different outcomes in mind. They are struggling to organise themselves as a team. The team are struggling to communicate effectively. There have been a few miscommunications lately as some employees are using email and some are verbally providing updates and then forgetting what was said. Provide at least five examples of communications in the workplace which can contribute to team morale and cohesion by completing the table below:
In light of the Covid-19 pandemic and employees working from remote locations, provide examples of two tools or techniques for creating collaboration between team members.
Team leaders need to develop strategies to ensure that their team members have input into planning, decision making and operational aspects of work. Describe at least three strategies that can be used to accomplish this.
Explain how to give constructive feedback to a team member.
Explain what is meant by reaching consensus in a team.
Describe two strategies for reaching consensus in a team.
Outline two ways that issues can be identified by team members.
Describe three strategies a team leader can use to help resolve issues in a team.
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 Question 10 Question 11 Task outcome: Satisfactory Not satisfactory
Assessor signature: Assessor name: Date:
Assessment Task 2: Project PortfolioInformation 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
BSBTWK502 Simulation Pack.
Ensure that you:
review the advice to students regarding responding to written tasks in the 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 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 is about leading teams in the workplace and actively engaging with the management of the 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 case study business provided in the Simulation Pack for this unit or a business that you work for, if applicable. Its important that this business has organisational objectives already developed. Speak to your assessor to get approval if you want to base this on your own business.
If you choose the case study business, you may select any of the teams that form part of the organisation to base your project on. You may assume the role of manager. If it is your own business, then you may choose any team that forms part of your workplace and in which you are involved.
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, basing your project on real relationships with classmates or work colleagues will mean that you are applying your knowledge and skills in a relevant, practical and meaningful way!
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 5 of your Project Portfolio.
Establish a team
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. For the case study business, this is all of the documents included in the Simulation Pack. If its your own business or a business where you are working or are familiar with, its important at this step that you have your business or case study approved by your assessor.
If you are using a real business, you will use your current team members to base this project on. If using the case study in a classroom or online situation, choose a group of at least three students who will act as your work team throughout the project. Open the Simulation pack, read through the case study and select the team you would like to base your assessment on.
Work through Section 1 of your Project Portfolio. As part of this step, you will need to:
Specify your work team, or specify which team your group chose if youre using the case study.
Outline the roles of each member of the team. If you are using the case study, each of you will have a turn to be the manager.
State the purpose of the team
Establish team objectives
In a group round-table style discussion with your team and at least one stakeholder present, outline all the tasks the team must do to accomplish the expected outcomes.
The discussion should last for at least 15 minutes, but not more than 30 minutes. If you are using the case study, your assessor will assume the role of stakeholder. If you are basing the project on your workplace, the stakeholder might be a line manager or any member of senior management.
Ensure that each team member has a turn to participate in planning the tasks, share what they expect outcomes will be and decide as a team how performance will be measured.
As a team, making sure consensus is reached:
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
Write a Performance Plan
Use the Internet to find an example of a Performance Plan. Use the information you recorded in your Project Portfolio during the previous activities to write your own Team Performance Plan and attach it to your Project Portfolio at the end of Section1. The written plan should include:
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 your Project Portfolio and submit to your assessor.
Facilitate team cohesion
Assume some weeks have passed and the team have implemented their Performance Plan and are working on their tasks. It has come to your attention that the team is not working cohesively and that they are not sharing 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 10-minute session and you may use slides, visual aids or video clips in your coaching session.
If you are basing this on the case study, everyone in your group will have a turn to be the manager and present their coaching to the rest of the group. If this is your own workplace, this will be the members of your own team that you are providing coaching for.
The assessor will advise you of the date and time of your team meeting so that you can prepare in advance.
Use your Project Portfolio to outline the main points and attach your slides or links to the videos you use.
ii 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 above and meet the timeframes allocated.
Complete Section 2 of your Project Portfolio and submit to your assessor.
Develop or modify policies and procedures
Despite your efforts to support your team through coaching, the team is still struggling to work cohesively. One of the issues the team identified is that one of the team members are not performing their tasks and is using the Internet for personal reasons during work hours. This is creating conflict within the team.
You will address this concern by developing a policy for Internet usage.
Use the Policy and Procedures Template provided for you in the Simulation Pack to create an Internet Usage Policy within the context of the business you are basing your assessment on.
Attach your Internet Usage Policy to your Project Portfolio to Section 2 of your portfolio.
Facilitate teamwork
Assume three months have gone by. Have a meeting and allow each team member to provide a 510-minute update on how their tasks are going.
Take turns to assume the role as manager and do the following:
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 problems identified by team members
help to resolve issues using your own problem-solving skills
Your assessor will be looking to see that you can:
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
As a team, brainstorm ways to address issues, concerns and problems identified by team members. Outline a process for addressing these concerns by deciding where and how concerns should be raised and who should be involved.
Use your Project Portfolio to record this information.
ii 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 above and meet the timeframes allocated.
Complete Section 2 of your Project Portfolio and submit to your assessor.
Communicating with line management
Develop an email to your line manager to address the main issue raised by team members, namely that the team is still struggling to collaborate and share information.
Outline the issue
Propose a solution
Attach this email to Section 3 of your Portfolio.
Assume that your line manager has responded to your email and would like you to communicate the following information to the team:
Line management would like the team to start using a new software application to help the team collaborate. You have approval to purchase a subscription to a collaboration tool such as Dropbox, OneDrive or any tool that suits the context, and to implement it.
Develop an email to the team to explain the decision and provide the team with details about the change including when it will be implemented.
Attach this email to Section 3 of your Portfolio.
Liaise with stakeholders
Schedule a meeting with the relevant stakeholders and prepare a short presentation using your choice of software or application e.g., PowerPoint, Keynote, etc. The meeting should last for at least 15 minutes each and no more than 30 minutes.
If you are using the case study, your assessor will assume the role of stakeholder. If you are basing the project on your workplace, the stakeholder will be an internal or external party that has an interest in the project.
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
Address unresolved 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 understanding.
Ask for feedback from relevant stakeholders and take notes. Transfer this information to Section 3 of your Project 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.
Submit to your assessor for marking.
Assessment Task 2: Checklist
Students name:
Did the student: Completed successfully? Comments
Yes No Establish a team performance plan by:
Identifying the team purpose, roles, and responsibilities according to both the organisational and task objectives
Developing performance plans with expected outcomes, KPIs and goals for their team
Supporting team members to meet their KPIs and goals? Develop and facilitate team cohesion by:
Developing strategies for team members to have input into planning, decision making and being involved in achieving team tasks
Developing or modifying policies and procedures for promoting team member accountability for personal work and team tasks
Providing feedback to team members on their team effort and contributions
Developing processes for identifying and addressing issues, concerns and problems identified by team members? Support the team to meet expected performance outcomes including providing formal and informal learning opportunities as needed?
Facilitate teamwork by:
Encouraging team members to participate in and to take responsibility for team activities
Supporting the team in identifying and resolving work performance problems
Promoting work team collaboration through individual behaviour? Provide feedback to encourage, value and reward their team members? Model desired behaviour and practices during interactions with their team? Encourage and foster shared understanding of purpose, roles and responsibilities? Liaise with stakeholders by:
Establishing and maintaining open communication processes with relevant stakeholders
Communicating information from line management to the team
Communicating and follow-up unresolved issues, concerns and problems raised by team members with line management
Addressing unresolved issues, concerns and problems raised by stakeholders? Manage the effectiveness of at least one work team? Communicate effectively with a range of stakeholders about team performance plans and team performance?
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
My performance in this unit has been discussed and explained to me.
I would like to appeal this assessment decision.
Student signature: Date:
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:
<Title> Policy and Procedures
Purpose
Scope
Policy principles
Responsibilities
Procedures
Student Must Fill this Section
Unit Code / Title BSBTWK502 - Manage team effectiveness
Qualification Code / Title: RII60520 Advanced Diploma of Civil Construction Design
Due Date: Student Name: Cohort/Batch: Campus: Student ID:
Term:
Year:
Privacy Release Clause: I give my permission for my assessment material to be used in the auditing, assessment validation & moderation Process.
Authenticity Declaration: I declare that:
The material I have submitted is my own work;
I have given references for all sources of information that are not my own, including the words, ideas and images of others.
Student Signature: Date:
Assessment Outcome
Assessor Name:
Attempt and Tasks Satisfactory Not Yet Satisfactory Date Assessor Signature
Initial attempt
Re- attempt/Re-assessment
Assessment Task 1 Assessment Task 2 Assessor Feedback to Students
Assessment Outcome: Competent Not yet Competent
Assessor Name: Assessor Signature and date:
Information for Student:
This assessment is to be completed according to the instructions given below in this document.
Should you not answer the tasks correctly, you will be given feedback on the results and gaps in knowledge. You will be entitled to one (1) resubmission in showing your competence with this unit. Each onward attempt will incur a resubmission fee.
If you are not sure about any aspect of this assessment, please ask for clarification from your assessor.
Please refer to the College re-submission and re-sit policy for more information.
If you have questions and other concerns that may affect your performance in the Assessment, please inform the assessor immediately.
This is an Open book assessment which you will do in your own time but complete in the time designated by your assessor. Remember, that it must be your own work and if you use other sources then you must reference these appropriately.
Student must submit the completed Assessments on Moodle
Re-assessment of Result and Academic Appeal Procedures:
If a student is not happy with his/ her results, that student may appeal against their grade via a written letter, clearly stating the grounds of appeal to the Chief Executive Officer. This should be submitted after completion of the subject and within fourteen days of commencement of the new term.
Re-assessment Process:
An appeal in writing is made to the Academic Manager providing reasons for re-assessment /appeal.
Academic Manager will delegate another member to review the assessment.
The student will be advised of the review result done by another assessor.
If the student is still not satisfied and further challenges the decision, then a review panel is formed comprising the trainer in charge and the Academic Manager or if needed, an external assessor.
The Institute will advise the student within 14 days from the submission date of the appeal. The decision of the panel will be deemed to be final.
If the student is still not satisfied with the result, he / she has the right to seek independent advice or follow external mediation option with nominated mediation agency.
Any student who fails a compulsory subject or appeals unsuccessfully will be required to re-enrol in that subject.
The cost of reassessment will be borne by the Institute. The external assessor will base his/her judgement based on principles of assessment. These principles require assessment to be reliable, fair, practical and valid.
Academic Appeals:
If you are dissatisfied with the outcome of the re-evaluation process, you have a right to appeal through academic appeals handling protocol.
To appeal a decision, the person is required to complete the IISs Request for Appeal of a Decision Form with all other supporting documents, if any. This form is available at the admin office. The completed Request for Appeal form is to be submitted to the Student Support Officer either in hard copy or electronically via the following contact details:
Student Support Officer: IIS Head Office at Leve 3, Suite 302, Macquarie St, Parramatta, NSW 2150 Email: info@IIS.edu.au
The notice of appeal should be in writing addressed to the Chief Executive Officer and submitted within seven days of notification of the outcome of the re-evaluation process.
If the appeal is not lodged in the specified time, the result will stand, and you must re-enrol in the unit.
In emergency circumstances, such as in cases of serious illness or injury, you must forward a medical certificate in support of a deferred appeal. The notice of appeal must be made within three working days of the concluding date shown on the medical certificate.
The decision of Chief Executive Officer will be final.
Student would then have the right to pursue the claim through an independent external body as detailed in the students complaint / grievance policy.
Plagiarism:
Plagiarism means to take and use another person's ideas and or manner of expressing them and to pass them off as your own by failing to give appropriate acknowledgement. This includes material sourced from the internet, IIS staff, other students, and from published and unpublished work.
Plagiarism occurs when you fail to acknowledge that the ideas or work of others arebeing used, which includes:
Paraphrasing and presenting work or ideas without a reference
Copying work either in whole or in part
Presenting designs, codes or images as yourown work
Using phrases and passages verbatim without quotation marks or referencing the author or web page
Reproducing lecture notes without proper acknowledgement.
Collusion:
Collusion means unauthorised collaboration on assessable work (written, oral or practical) with other people. This occurs when a student presents group work as their own or as the work of someone else.
Collusion may be with another RTO student or with individuals or students external to IIS. This applies to work assessed by any educational and training body in Australia or overseas.
Collusion occurs when youwork without the authorisation of the teaching staff to:
Work with one or more people to prepare and produce work
Allow others to copy your work or share your answer to an assessment task
Allow someone else to write or edit yourwork (without rto approval)
Write or edit work for another student
Offer to complete work or seek payment for completing academic work for other students.
Both collusion and plagiarism can occur in group work. For examples of plagiarism, collusion and academic misconduct in group work please refer to IISs policy on Academic integrity, plagiarism and collusion.
Plagiarism and collusion constitute cheating. Disciplinary action will be taken against students who engage in plagiarism and collusion as outlined in IISs policy.
Proven involvement in plagiarism or collusion may be recorded on students academic file and could lead to disciplinary actions.
03322955STUDENT VERSION
020000STUDENT VERSION
05212008BSBTWK502
020000BSBTWK502
his 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.
Contents
TOC o "1-3" h z t "RTO Works Heading 1,1" Section 1: Establish a team performance plan PAGEREF _Toc63930865 h 6Section 2: Develop and facilitate team cohesion PAGEREF _Toc63930866 h 9Section 3: Liaise with stakeholders PAGEREF _Toc63930867 h 11
Student name: Assessor: Date: Business this assessment is based on: Team this assessment is based on: Documentation reviewed as preparation:
Section 1: Establish a team performance planTeam Name: What will your role in the team be and who are your team members?
State their roles in the team and provide a short description.
Provide an overview of the purpose of the team in line with organisational objectives.
What is the team seeking to accomplish?
Team manager responsibilities
What is the role of a manager or team leader?
Team tasks
What are the main tasks and activities the team needs to do?
What input was received from the stakeholder/s?
What input was received from your team member? Team member tasks and KPIs
How did you decide which task to assign to each team member?
What are the timelines for completing each task?
Setting KPIs
Outline the key performance indicators for each task. Supporting the members of a team to achieve expected performance outcomes
61859414351000 Attach: Link to business website About page or corporate brochure that summarises what the business does OR Simulation Pack if using case study
Team Performance Plan
Slides, visual aids or video clips
Section 2: Develop and facilitate team cohesionComplete this section after the meeting.
Policies and procedures
How did you develop/ modify the Internet Use Policy? Develop team cohesion
What were the communication skills you applied when giving feedback?
What are the issues, concerns, problems highlighted?
How did you help team members identify issues?
How did you apply your problem-solving skills?
How did you encouraging team members to take responsibility for team activities?
Facilitate teamwork
How did you adapt your personal communication style to build positive working relationships?
Model desired behaviour and practices Promote collaboration
Encourage and foster shared understanding of purpose, roles and responsibilities Complete this section after the brainstorming session.
Develop a process for addressing concerns.
What were your ideas?
Outline the process you developed What brainstorming and group leadership techniques did you use? 61859414351000 Attach: Internet Usage Policy and procedures
Section 3: Liaise with stakeholdersCommunicating with line management
You can use this space to plan your ideas if you like but you must include the emails as attachments
Create your email to your line manager. Include:
What were the issues?
What solutions are you proposing?
Create an email to your team. Include:
What was the decision line management informed you of?
When will this change occur?
How will it affect the team?
Attach to your portfolio. Liaising with stakeholders
How can a manager establish open communication processes with stakeholders?
What unresolved issues, concerns and problems needs to be communicated to stakeholders? Applying feedback
What feedback did you receive from the stakeholders?
How did you address their concerns?
61859414351000 Attach: Presentation slides
Email to line manager
Email to team
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 marketing staff in Colombia, Egypt, Iceland, Russia and the Philippines.
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.
Strategic and Operational Plan 2020 2022
WelcomeWelcome to the Strategic and Operational 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
WorlducationExecutive 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
Have an 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 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.
Our organisation structureSenior 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 Officer.
IT Team consisting of the IT Manager, IT Support Officer and Help Desk Officer.
Each team develops its own performance plan each year for the upcoming 12 months. Each team is expected to:
Set its overall objectives to align with its key function and our strategic directions.
Define overall responsibilities according to the function within the company.
Set outcomes.
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 from 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
Collaboration
As a company we focus on collaboration both within and outside of the company. Currently our external partners are:
Lion Marketing our marketing agency
IT Biz Solutions Internet Service Provider and web hosting.
Oz Aid informs of us education projects in need.
Key projects
The following key projects will commence in 2021:
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 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).
Operational Plan (focus on 2021)
As an introduction to the Operational Plan, it is important to understand the following information.
Worldcation has a complex supply chain that begins when a sale is made usually via a sales representative or through an 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.
Since COVID-19 and the closure of the factory due to government restrictions, of the 2000 tablets due to be shipped by April 20, 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 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).
Our people
Our people skills are as follows:
CEO: Lucas Lopez Established the company. Social entrepreneur with experience in establishing a number of companies. Spent 10 years working a volunteer in Africa.
General Manager: Irene Green Former high school principal with a strong social conscience. Member of 2 NGO Board.
Sales Manager: Jade Somers Strong sales history having worked in sales roles for the last 15 years. Loves to inspire the sales team to do their best. Always interested in learning and improving skills. Goal for this year is to increase the sales team.
Sales Representative: Jay Santos Has been with the company for six months. Jay speaks several languages which assists with communicating with customers in a range of companies.
Sales Representative: Jane Stone New to sales but loves learning. Wants to do more sales training to make sure she can used tried and tested sales methods.
Sales Representative: Jala Singh Has been in sales for 10 years, also within the ICT industry. Loves talking to people and has shown himself to be an engaging public speaker at various staff events. Could move more into this promotional/public relations role.
IT Manager: Hal Hyland Joined the company recently. Has been in the IT industry for 10 years. Interested in cloud technology. Currently studying a Masters of IT part-time.
IT Support Officer: Helen Hunt Strong experience in IT support for the last 5 years. Good with customers and solving problems. Currently studying a Bachelor of IT part-time. Interested in cloud technology and the power of technology to host virtual events.
Help Desk Officer: Hayley Hill Recently joined the company. Has an IT background, as well as customer service background. Always puts the customer first. Somewhat frustrated by the rather inefficient systems in place for help desk support.
Operations Manager: Albert Biden Highly efficient in organising and scheduling. His background in as a high level public servant.
Accounts Officer: Alicia De Souza Alicia is a trainee also studying accounts administration. She is an excellent team player and already bringing insights to the role.
Administration Officer: Alan Ibrahim Highly efficient in organising and scheduling. Has a good eye for systems and procedures. A great team player. Studying for a Diploma of Business Administration in his spare time.
Staff Code of Conduct
Purpose
This code aims to guide the conduct of staff in the performance of their duties as an employee of Worlducation. It is intended to provide practical assistance for staff faced with ethical challenges.
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 of Worlducations strategic goals.
Staff should be guided in their conduct by the principles established by this code. If there is any doubt as to the applicability of the code, or the appropriate course of action to be taken in certain circumstances, the matter should be discussed with a senior member of staff.
Code
Ethical principles
The fundamental ethical principles on which this code of conduct is based are:
respect for others
integrity
diligence
economy and efficiency.
Respect for others
All staff are expected to treat others, including other staff and customers, with fairness and respect. This involves:
courtesy and responsiveness in dealing with others
being sensitive to and respecting the rights and dignity of others
making reasonable, fair and consistent decisions
avoiding behaviour which might reasonably be perceived as harassment, victimization or intimidation
avoiding discrimination on grounds such as age, race, sex, pregnancy, sexuality, ethnic background, nationality, disability, political conviction, religious belief, or other grounds covered by relevant legislation
allowing alternative points of view to be expressed and reasonably debated.
Integrity
All Worlducation staff have an obligation as a citizen and as an employee to observe the laws of the State and the Commonwealth.
Staff are required to be familiar with, and comply with, all relevant Worlducation policies, procedures and codes of practices of the organisation.
Conflicts of interest
Staff should be honest in performing their role and avoid conflicts between their private interests and those of their responsibilities to Worlducation.
Conflicts of interest may arise when a staff member is in a situation where personal circumstances are affected by the decisions or duties carried out in their role. A conflict may arise when any of the following are involved:
financial interests
personal or sexual relationships
personal beliefs
outside employment
political participation
use of confidential information
use of facilities, equipment and resources
acceptance of gifts or benefits.
All staff must act responsibly and report any actual or perceived conflicts of interest that arise as part of their role. If there is any 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
5Staff are expected to carry out their duties in a professional, ethical and diligent manner at all times. This means staff must:
make decisions fairly, impartially and without bias, using the best factual information available
keep records and documentation to support their decisions
always aim to achieve the highest possible standard of performance
continuously develop their knowledge in their professional fields and areas of responsibility. Trainers and assessors must continue developing their vocational competencies to support continuous improvements in the delivery of the services provided by Worlducationexercise best judgment in the interests of Worlducationmaintain adequate documentation to support decisions made
ensure outside interests do not interfere with their ability to meet the responsibilities of their role
adhere to professional codes of conduct and standards of ethics
act responsibly when becoming aware of any unethical behaviour or wrong doing by any other person. This may involve a report to a senior member of staff or to external authorities.
Economy and efficiency
Staff should use Worlducation resources, facilities and intellectual property only for legitimate purposes related to their role with Worlducation.
Staff should avoid waste or minimize it where avoidance is not possible.
Staff should maintain sufficient security and protection of Worlducation property, facilities, resources and intellectual property.
