Student Assessment PackBSBTWK502 - Manage team effectivenessFirst Published in 2021This Assessment Pack is copyright to Apeiro Institute....












































































Student Assessment Pack






































BSBTWK502 - Manage team effectiveness




























































First Published in 2021













This Assessment Pack is copyright to Apeiro Institute. This assessment pack is developed by Apeiro Institute using material purchased from Precision Group.







Precision Group (Australia)








Level 13, 269 Wickham St, Fortitude Valley 4006








Email:







[email protected]














Website:







www.precisiongroup.com.au























© 2020 Precision Group (Australia)























We at Apeiro Institute are thank-full to Precision Group for their Training Resources.




The Copyright Act of 1968 of Australia allows a maximum of one chapter or 10% of this book, whichever is the greater, to be copied by any educational institution. All rights reserved.













Except under the conditions described in the Copyright Act of 1968 no part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, or otherwise, without written permission from the owner.













Every effort has been made to trace and acknowledge copyright. However, should any infringement occur, the publishers tender their apologies and Apeiro Institute invites copyright owners to contact them.























Steps for Learners











1.


Learners should be spending minimum of ten (10) hours a week other than classroom contact hours for self-directed studies. These hours can be used in forms of; completing assessments, studying learner’s manual PRESCRIBED BY Apeiro Institute, reading, researching and analysing information online, completing case study given by the trainer, studying for class test and to complete required research for classroom-based discussions/activities. These hours are designed to provide all learners with the opportunity to spend quality time developing their knowledge and skills to achieve satisfactory course progress.




2.


Receive your Learner Assessment Pack and discuss with your Assessor the expectations of this Assessment. If working on your selected organisation not mentioned mentioned in the assessment, you may also need to supply contact details of one or two work referees who can confirm your skills in the industry. Discuss the requirements with the Assessor if you intend to undertake the tasks based on your employing organisation and not using the simulated business, Bounce Fitness.




3.


Your Learner Assessment Pack is where you will get the Task information. Complete the Tasks as instructed, using either the simulated business, Bounce Fitness or the employing organisation.




4.


After you complete your Assessment, gather and return your evidence documents, as detailed in the Task(s) in the timeframe agreed with your Assessor.




5.


All short question must be answered with approx. 80 words (approx.). All Reports, case study or project; must be written with a word count of 700-900 words (approx.) and/or as per trainer’s instructions. Class test/presentation/role-play or classroom based practical activity to be completed as per the instruction by the assessor. Presentations, to be completed using MS PowerPoint software with minimum of 10 slides and/or as per trainer’s instructions.




6.


Learner must complete this assessment in an electronic format and submit it in MS Word only and complete presentation in MS PowerPoint.




7.


Style Guide, Leaners should follow standards font size, style and font colour format to complete their assessment.







·





Standard Font Style – Calibri or Times New Roman







·





Standard Font Size – size 11 or size 12, except for heading where size should not exceed size 16/18.







·





Standards Font Colour – Black, except some circumstances where required blue or any decent colour are permitted.







·





For any variation and any question, discuss that with your trainer.

























Learner Information








This

Learner Assessment Pack


is designed for you to complete the assessment for

BSBTWK502 – Manage team effectiveness.

It may refer to your own workplace/organisation, or to a simulated business provided by your assessor.





The assessment tasks include

Short Answer Questions


where you need to demonstrate your knowledge and understanding of the unit, and the Practical Assessment (project work),


where you need to demonstrate your skills required in the unit. It is recommended that you use the case study provided in the assessment where possible. If you are working on a different organisation, to discuss with the assessor first and obtain the written permission. Ensure to discuss this with your assessor prior to commencing with the assessment.














This Learner Assessment Pack is made up of two task:








Assessment Tasks








Assessment Tasks, including:








§





Short Answer Questions







§





Project Work (Practical Assessment)









































Reasonable Adjustment










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











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











Why make a reasonable adjustment?











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








§








The same learning opportunities as learners without a disability, and








§








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











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











§








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








§








Modifying the presentation medium








§








Learner support








§








Use of assistive/adaptive technologies








§








Making information accessible both before enrolment and during the course








§








Monitoring the adjustments to ensure learners needs continue to be met











Assistive/Adaptive Technologies














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











IMPORTANT:














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











Resources Required for Assessment







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








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



  • Installed software: MS Word, Adobe Acrobat Reader



  • A workplace that will allow you access to:












    • Workplace documentation, including:












·





Documents related to the team’s task










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











§











Project Plans











§











Policies and Procedures











·





Organisational business objectives







·





Workplace documents that contain organisational protocols:







·





When conducting consultations







·





During meetings










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











§











Policies and Procedures








§











Staff Handbook








·





Organisational policies and procedures for employee accountability










    • People, including:


















      • One supervisor



      • At least two team members


















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














      • One internal stakeholder relevant to the team’s task


















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











§











Senior Management














§











Team Leaders














§











Coordinators

















    • Workplace documents that contain feedback from external stakeholders















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











§











Feedback forms











§











Emails received from external stakeholders














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











§











Clients








§











Suppliers








o





Resources required for the following:







·





Delivering formal learning opportunities










Resources required will depend on the specific formal learning opportunity identified











·





Conducting team activities










Resources required will depend on the specific team activities identified in Task 2 Part 3














.











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




























Accessing Intranet Pages and External Links





Throughout this workbook, you will be asked to access specific pages from the simulated business, Bounce Fitness and/or external webpages. Links to these pages are formatted in

Blue Text.





To access these, hold the

Ctrl key for Windows users


while clicking on these links.

For Mac users, directly click the link.





The simulated business, Bounce Fitness, can be accessed by going to

http://bouncefitness.precisiongroup.com.au


.








Login to Bounce Fitness using the username and password provided by your Registered Training Organisation (RTO).

































Task 2 – Project Work – Bounce Fitness
































Task two is a project work and this assessment will be due at the end of last week of the unit delivery.











This task will require learners to access the series of document at the following link,




















Case study Document Access









































Bounce Fitness











Bounce Fitness is a premier fitness centre in four cities – Cairns, Brisbane, Sydney, and Melbourne.




Access the link below to learn more about Bounce Fitness:







Bounce Fitness







https://bouncefitness.precisiongroup.com.au/








Bounce Fitness is planning to implement their project on enhancing the services for the Bounce Fitness Café. Access and review the cafés marketing plan. Then, answer the questions that follow.







Bounce Fitness Internet Coffee Shop Marketing Plan







https://bouncefitness.precisiongroup.com.au/infrastructure/current-projects/



















How to write Executive Summary -




https://www.projectmanager.com/blog/write-an-executive-summary











How to write a project report -




https://slite.com/learn/project-report











How to develop a project plan -




https://www.projectmanager.com/project-planning



























































Instruction - before to start the project assessment








,











ü








This assessment task requires you to develop the project work based on the







Bounce Fitness Internet Coffee Shop Marketing Plan or an appropriate company as agreed with your assessor/trainer. You must ask trainer/assessor before to commence the work and in writing.














ü

















Your research answers should investigate all necessary details related to the managing the project work.











ü








Group work: This assessment task is a group work, group of two participants/learners. You are required to interact together in a group and analyse the above given case study and required documents from Bounce Fitness Website link or from your chosen workplace.











ü








Your ideas may be similar but your

answer must not be the same.














ü











A learner may select another company of their choice, however this must be approved by the assessor and supporting documents, links or any other appropriate information should be included with the submission.














ü
















































Project Assessment

















Project Overview












































This project will require you to manage team effectiveness.








The project is divided into four parts:











1.











Project Assessment Part 1 Establish Team Performance Plan











2.











Project Assessment Part 2 Develop and Facilitate Team Cohesion











3.











Project Assessment Part 3 Facilitate Teamwork











4.











Project Assessment Part 4 Liaise with Stakeholders








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











Read the instructions in this project carefully before proceeding.




















Resources Required for Assessment








Resources you need to access to complete this assessment are outlined in the










Resources Required for Assessment











section of this workbook and in the task overview of each part of the assessment.


















Forms and Templates








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








If you are currently in workplace, you may use similar forms and templates used by your organisation to complete the assessment. However, all requirements specified in the task must be included in your submissions.



























Part 1. Establish Team Performance Plan



























































Task Overview























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








§








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








§








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








§








Support team members in meeting expected performance outcomes








§








Establish open communication processes with relevant stakeholders




















Resources Required:











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








§








A workplace that will allow you access to:








o








Workplace documentation








o








Documents related to the team’s task











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











§











Project Plans











§











Policies and Procedures











o








Organisational business objectives








o








Workplace documents containing organisational protocols to follow when conducting consultations








§








Resources required for delivering formal learning opportunities











Resources required will depend on the specific formal learning opportunity identified











§








People, including:








o








At least one supervisor








o








At least two team members











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











§








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































































Task 2 - Q 1.1 Create a Team Performance Plan



































1.





Review the instructions here and the skills outlined in the

Observation Form.


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




Your assessor will complete the

Observation Form.










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











2.





Conduct the team meeting. You must:




a.


Discuss the following that you have identified:







§





At least one team task







§





At least two task objectives







§





At least two organisational objectives relevant to the task




b.


Identify the team’s purpose for conducting the task










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





c.


Identify at least one SMART team goal.










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














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











d.





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

















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










































e.


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







§





Individual roles within the organisation










Identify at least one role of each team member.














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








§





At least one responsibility for each team member










Responsibility refers to the individual tasks assigned to each member related to the team’s task.











§





At least one SMART goal







§





At least one expected outcome




f.


Encourage your team to understand everyone’s part










g.


Foster your team’s understanding of everyone’s part




h.


Demonstrate effective communication skills




Record the results of your discussion in the

Team Performance Plan


template.




Do not write anything on the

Key Performance Indicators (KPIs)





section. This will be completed in the following task.







3.





Submit the following to your assessor:







§





Partially completed

Team Performance Plan







§





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


































































Task 2

– Q 1.2 Develop KPIs for the Team


and Team Members










































ASSESSMENT INSTRUCTIONS














ASSESSMENT INSTRUCTIONS







1.





Review the partially completed

Team Performance Plan


from Task 1.1.







2.





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

Team Performance Plan


from Task 1.1.







§





At least two team KPIs based on the

Team Requirements

section







§





At least two individuals KPIs based on the

Individual Requirements

section




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




a.


Identify at least two areas of performance for each KPI










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








b.


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










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








§





Low Performance










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








§





Ideal Performance










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








§





High Performance










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








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











Record the developed KPIs in the

Key Performance Indicators (KPIs)


section of the

Team Performance Plan.
































3.





Communicate the completed

Team Performance Plan


to your supervisor.




During your communication with your supervisor, you must:







§





Discuss areas that may require amendment in the plan.







§





Apply any amendments your supervisor noted







§





Resubmit the

Team Performance Plan


for your supervisor’s approval










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











§











Conducting a meeting











§











Sending an email








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

Team Performance Plan.










This will include, but is not limited to:











§











Meeting Minutes with handwritten signature of attending supervisor











§











Email correspondence with responses and written approval from supervisor











4.





Communicate the approved

Team Performance Plan


to your team members via email. You must inform each team member that:




a.


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




b.


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










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





c.


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




You will need to submit evidence of having communicated the

Team Performance Plan


to your team members at the end of this task. Evidence must include each team member’s acknowledgement of your email.










This can include, but is not limited to:











§











PDF copy of each email correspondence











§











Printed copy of each email correspondence






































5.





Submit the following documents to your assessor:




a.


Completed

Team Performance Plan




b.


At least one evidence of communicating the plan to your supervisor










This will include, but is not limited to:











o











Meeting Minutes with handwritten signature of attending supervisor











o











Email correspondence with responses and written approval from supervisor








c.


At least two evidence of emailing the

Team Performance Plan


to each team member.










This can include, but is not limited to:











o











PDF copy of each email correspondence











o











Printed copy of each email correspondence

















































Task 2 – Q 1.3 Consult Each Team Member


















































ASSESSMENT INSTRUCTIONS














1.





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














2.





Access the following documents:







§








Communication Requirements: Consultations


template provided within this workbook.







§





Workplace documents that contain organisational protocols to be followed during consultations










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











o











Policies and procedures











o











Staff handbook











3.





Complete the

Communication Requirements: Consultations


template by identifying at least two organisation protocols that you must follow during each consultation.










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








4.





Have your supervisor sign the

Supervisor Declaration Form


at the end of the completed

Communication Requirements: Consultations.


This is to ensure that the protocols you identified are in line with the organisation’s requirements.







5.





Locate the

Observation Form

provided within this workbook. The

Observation Form

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

Observation Form.







6.





Review the instructions here and the skills outlined in the

Observation Form.


Arrange a time with your assessor to observe you during the meeting. Provide your assessor with a copy of the completed

Communication Requirements: Consultations

before conducting the task




Your assessor must complete one

Observation Form

for each consultation observed










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











7.





Access your organisation’s

Meeting Minutes

template to record consultations with each member.




If your organisation does not have a

Meeting Minutes


template, you can use the template provided within this workbook. Complete one

Meeting Minutes


per informal consultation conducted.







8.





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







9.





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







§





Discuss the following sections of the

Team Performance Plan:







o








Individual Requirements







o








Individual KPIs








o








Team’s KPIs








§





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

Team Performance Plan










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











o











Aspects of their task they are not sure of








o











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











§





Provide








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

















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











o











Practices the team member can adopt when they perform their task











o











Resources the team member can access to gather more information











§








Demonstrate effective communication skills








Record the responses in the

Meeting Minutes


template. Have each team member sign beside their name after the meeting. All signatures must be handwritten.







10.





Submit the following to your assessor:







§





Completed

Communication Requirements: Consultations







§





At least two completed

Meeting Minutes







§





Video Recording (ONLY if direct observation is not possible)





























Task 2 – Q 1.4 Prepare a Learning Plan









































ASSESSMENT INSTRUCTIONS














1.





Review each completed

Meeting Minutes


from Task 1.3. Identify the areas each member is expecting to have difficulties with.










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











2.





Access the

Learning Plan


template provided within this workbook. To complete the

Learning Plan, you must:




a.


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




b.


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










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











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











§











Workshops








§











Training sessions











§











Classroom discussions








c.


For each formal learning opportunity, identify the following:







§





Planned Implementation Date







§





Your expected outcomes for the participants of the formal learning opportunity




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







§








Actual Date Implemented








§








Actual Outcome








§








Assessor’s Signature








3.





Submit your partially completed

Learning Plan


to your assessor.










You will need your own copy of the







Learning Plan








to complete Task 1.5.

























Task 2 - Q 1.5 Conduct Formal Learning Opportunities






























































ASSESSMENT INSTRUCTIONS














1.





Review the partially completed

Learning Plan


from Task 1.4.







2.





Locate the

Session Plan


template provided within this workbook. Complete one

Session Plan


for each formal learning opportunity you will facilitate. Each

Session Plan


must include the following:




a.


Date










Identify when you completed the







Session Plan.








b.


Session title










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





c.


Session Length










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





d.


Participants










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





e.


Area of Difficulty










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







Learning Plan








in Task 1.4.






f.


Learning Objective










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








g.


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







§





Grab Attention










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











§





Learning Outcome










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











§





Check Prior Knowledge










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






h.





Body







§





Explain










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








§





Assessment










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














This can include:











§











A short paper and pencil test











§











An identification game








i.





Conclusion







§





Summarise










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








Identify the timeframes you intend to allocate for each section.










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











2.





Locate the

Observation Form


provided within this workbook. The

Observation Form


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

Observation Form.







3.





Review the instructions here and the skills outlined in the

Observation

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




Your assessor must complete one

Observation Form


for each formal learning opportunity you facilitate.










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











4.





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







5.





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




a.


Locate the

Attendance Sheet


provided within this workbook. You must have one copy for each formal learning session.




Have your attendees complete the

Attendance Sheet


to confirm their attendance. They must include their handwritten signatures.




b.


Review the

Session Plan


you completed for each formal learning opportunity. Facilitate each formal learning opportunity following the

Session Plan

you prepared.




c.


Ensure to encourage team members participating in each formal learning opportunity




d.


Use language appropriate to your audience







6.





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

Learning Plan:







a.








Actual Date Implemented








b.








Actual Outcome





Have your assessor sign the

Signature


column in the

Learning Plan

for each formal learning opportunity conducted. This is to confirm that you conducted each formal learning opportunity based on your responses in the

Learning Plan. All signatures must be handwritten.







7.





Submit the following to your assessor:







§





At least two completed

Session Plan







§





At least two completed

Attendance Sheets







§





One completed

Learning Plan







§





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

































































Task 2 Part 2. Develop and Facilitate Team Cohesion
























































Task Overview























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








§








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








§








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








§








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




















Resources Required:











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








§








A workplace that will allow you access to:








o








Organisational policies and procedures for employee accountability








o








At least one supervisor




































Task 2 - Q 2.1 Develop Strategies for Facilitating Member Input












































ASSESSMENT INSTRUCTIONS














1.





Access the

Strategy Plans


template provided within this workbook.








2.





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




a.


Planning team tasks










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





b.


Making team decisions










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





c.


Establishing the operational aspects of the team’s task










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











§





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







§





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




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




Record the strategies developed in the

Strategy Plans


template.







3.





Submit the completed

Strategy Plans


template to your assessor.





























Task 2 – Q 2.2 Develop Policies and Procedures for Accountability


















































ASSESSMENT INSTRUCTIONS














1.





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














2.





Access your organisation’s template for developing policies and procedures.




If your organisation does not have such template, you can use the

Policy and Procedures


template provided within this workbook.







3.





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














§





To promote each member’s accountability for their own work

















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











§





To promote each member’s accountability for the team’s tasks

















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








Complete two

Policy and Procedures


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




a.


If you modify an existing policy and procedure:







§





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







§





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







§





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









































b.


If you develop new policies and procedures:







§





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







§





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




Complete one

Policy and Procedure


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




a.





Policy name











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





b.





Policy statement











Briefly explain the following:











§











What each policy and procedure document aims to address











§











Which situation is being addressed by each policy and procedure document





c.





Procedures











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








4.





Have your supervisor sign the

Supervisor/Assessor Declaration

at the end of each

Policy and Procedures


template. This is to ensure that your policies and procedures are in line with the organisation’s requirements. Supervisor’s signature must be handwritten.







5.





Submit two completed

Policy and Procedures


template to your assessor:







§





One

Policy and Procedures


template for promoting each member’s accountability for their own work







§





One

Policy and Procedures


template for promoting each member’s accountability for the team’s tasks























Task 2 – Q 2.3 Develop Processes for Performance Issues, Concerns and Performance Problems









































ASSESSMENT INSTRUCTIONS














1.





Access the

Processes Document


provided within this workbook.














2.





Develop the following processes listed for each matter:










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














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





a.


Performance Issues










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











§





At least one process for identifying performance issues







§





At least one process for addressing performance issues




b.


Concerns










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











§





At least one process for identifying concerns







§





At least one process for addressing concerns




c.


Performance Problems










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











§





At least one process for identifying problems







§





At least one process for addressing problems










Processes developed here will be implemented in later tasks.











3.





Submit the completed

Processes Document


to your assessor
















Task 2 Part 3. Facilitate Teamwork



























































Task Overview























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








§








Provide feedback to team members on team effort and contributions








§








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








§








Support the team in identifying and resolving work performance problems








§








Promote work team collaboration through individual behaviour











Resources Required:











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








§








A workplace that will allow you access to:








§








People, including:








o








At least two team members








o








At least one supervisor








§








Resources required for conducting team activities











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










































Task 2 – Q 3.1 Plan for Team Activities












































ASSESSMENT INSTRUCTIONS














1.





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







2.





Identify at least two activities that your team can do that is related to your team’s task. Each activity chosen must allow your team members to take on their individual roles and responsibilities based on the

Team Performance Plan


in Task 1.2.










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











§











Training Session for additional skills needed to complete the task











§











Brainstorming session to gather possible solutions











3.





Review the following completed documents:




a.


Completed


Policies and Procedures



documents from Task 2.2




b.





Processes Document


from Task 2.3







4.





Locate the following templates provided within this workbook:




a.





Action Plan


template to record your discussion during the meeting.




b.





Observation Form


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

Observation Form.







5.





Review the instructions here and the skills outlined in the

Observation Form.


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




Your assessor will complete the

Observation Form.










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













































6.





Conduct the meeting with your team members.




a.


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




b.


For each team activity, complete the

Action Plan


by discussing the following with your team members:







§





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










You must include an action item for yourself as well.








§





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







§





Planned implementation date for each action item







§





Anticipated result for each action item




You must complete one

Action Plan


for each activity.




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







§








Actual Date Facilitated







§








Actual Result







§








Assessor Declaration




c.


Discuss the following:







§





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










This refers to the processes developed in the







Processes







Document from Task 2.3. Processes will be implemented in the next task


.







§





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










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









7.





Submit the following to your assessor:








§





At least two partially completed

Action Plans











§





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

































Task 2 – Q 3.2 Conduct Team Activities












































ASSESSMENT INSTRUCTIONS














1.





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







2.





Review the partially completed

Action Plans


from Task 3.1 to identify the team activities you must conduct.







3.





Locate the

Observation Form


provided within this workbook. The

Observation Form


outlines all the skills you need to demonstrate in this task. Review the document to ensure the demonstration of the skills specified during each activity.







4.





Arrange a time with your assessor to observe you in conducting the team activities. Provide your assessor with two copies of the

Observation Form. Discuss all requirements of the task with your assessor and prepare these before each team activity.




Your assessor will complete the

Observation Form.










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








5.





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




a.


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










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





b.


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




c.


Encourage team members to participate in each activity










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











o











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








o











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





d.


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










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








e.


Provide feedback to team members during each activity.












































6.





Complete the following sections in the partially completed

Action Plan

after conducting each activity:







§








Actual Date Implemented











Record the actual date each action item was conducted









§








Actual Result











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









7.





Have your assessor sign the

Signature


column and the

Assessor’s Declaration Form


found at the end of each

Action Plan. This is to ensure that each action item was conducted following the responses in the

Action Plan. Assessor’s signature must be handwritten.







8.





Access the

Feedback Form


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




To complete the

Feedback Form, identify the following:




a.


At least one example of what each team member did well




b.


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




c.


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










Responses here will be used to complete Task 3.3.











9.





Submit the following to your assessor:







§





At least two

Feedback Forms

from Activity 1







§





At least two

Feedback Forms


from Activity 2







§





At least two completed

Action Plans
































Task 2 – Q 3.3 Provide Feedback












































ASSESSMENT INSTRUCTIONS














1.





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







2.





Locate the

Observation Form


provided within this workbook. The

Observation Form

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

Observation Form


provided within this workbook.







3.





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




Your assessor will complete the

Observation Form.










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








4.





Review the completed

Feedback Forms


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







6.





Access your organisation’s

Meeting Minutes

template to record the team meeting.




If your organisation does not have a

Meeting Minutes


template, you can use the template provided within this workbook.







5.





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




a.


Provide feedback on the team’s performance during Task 3.2







§





Overall feedback for the whole team










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











§











Areas where the team performed well











§











Areas where the team needs to improve on
















































§





Feedback for each team member based on the

Feedback Forms


completed for each activity in Task 3.2.










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











§











Areas where the team member performed well











§











Areas that the team member needs to improve on











§











Advise each member on how they can improve their performance








b.


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







§





Performance issues







§





Concerns







§





Performance Problems




c.


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




d.


Demonstrate effective communication skills




Record the result of your discussion in the

Meeting Minutes


template.










Responses here will be used in Task 4.1.








6.





Submit the following documents to your assessor:




a.


Completed

Meeting Minutes




b.


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























Task 2 Part 4. Liaise with Stakeholders



























































Task Overview























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








§








Maintain open communication processes with relevant stakeholders








§








Communicate information from line management to the team








§








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








§








Address unresolved issues, concerns and problems raised by stakeholders











Resources Required:











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








§








A workplace that will allow you access to:








§








Workplace documents that contain organisational protocols to follow during meetings








§








People, including:








o








At least two team members








o








At least one supervisor








o








At least one other internal stakeholder relevant to the team’s task











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











·











Assistant managers














·











Senior management











§








Workplace documents that contain feedback from external stakeholders











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











o











Feedback forms











o











Emails received from external stakeholders














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











o











Clients














o











Suppliers







































Task 2 – Q 4.1 Meet with Stakeholders









































ASSESSMENT INSTRUCTIONS














1.





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







2.





Access the following documents:







§








Communication Requirements: Meetings


template provided within this workbook.







§





Workplace documents that contain organisational protocols to be followed during meetings










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











o











Policies and procedures











o











Staff handbook











3.





Complete the

Communication Requirements: Meetings


template by identifying at least two organisational protocols that you should follow during a meeting.







4.





Have your supervisor sign the

Supervisor Declaration Form


at the end of the completed

Communication Requirements: Meetings. This is to ensure that the protocols you identified are in line with the organisation’s requirements.







5.





Review the feedback provided to the whole team from the completed

Meeting Minutes


from Task 3.3.







6.





Locate the

Observation Form

provided within this workbook. The

Observation Form

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

Observation Form.







7.





Review the instructions here and the skills outlined in the

Observation Form.


Arrange a time with your assessor to observe you during the meeting. Provide your assessor with a copy of the

Communication Requirements: Meetings


before conducting the task.




Your assessor will complete one

Observation Form.










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

























































8.





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











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











§











Assistant Managers











§











Senior Management











9.





Access your organisations

Meeting Minutes

template to record your meeting with at least two relevant internal stakeholders.




If your organisation does not have a

Meeting Minutes


template, you can use the template provided within this workbook.







10.





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





a.


Discuss the following:







§





Team’s actual results for the following requirements compared to the expected outcomes identified in the same sections in the

Team Performance Plan


from Task 1.2:







o





Task Objectives







o





Expected Outcomes







o





Key Performance Indicators (KPIs)










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











o











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











o











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











§





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










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











o











Discuss if the team is doing well with the task








o











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














§





Your team members’ unresolved matters as identified from Task 3.3.







o





At least two issues







o





At least two concerns







o





At least two problems







§





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




b.


Demonstrate effective communication skills







11.





Have all attendees sign beside their name in the

Meeting Minutes

after the meeting. All signatures must be handwritten.







12.





Submit the following to your assessor:







§





Completed

Communication Requirements: Meetings







§





Completed

Meeting Minutes







§





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


























Task 2 - Q 4.2 Request for a Follow-up









































ASSESSMENT INSTRUCTIONS














1.





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







2.





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




a.


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







§





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







§





A list of the unresolved issues, concerns and problems




b.


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




c.


Wait for your supervisor’s reply on the status of the matters you raised.




d.


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







§





At least one issue







§





At least one concern







§





At least one problem










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





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










Your email correspondence must include:











§











A timestamp for when you sent the email.











§











Your supervisor’s reply on the unresolved issues, concerns, and problems you’ve identified in your email.











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











§











PDF copy of the email correspondence











§











Screenshots of each email











3.





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










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











§











PDF copy of the email correspondence











§











Screenshots of each email

































Task 2 – Q 4.3 Create an Action Plan


















































ASSESSMENT INSTRUCTIONS














1.





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







2.





Locate the

Action Plan

provided within this workbook. Complete the following sections of the

Action Plan:







Part I





a.


Identify at least six feedback from

either


internal stakeholders or external stakeholders.














§





Feedback identified must include:














o





At least two issues














o





At least two concerns














o





At least two problems














§





If you identify feedback from internal stakeholders:














o





Review your supervisor’s reply to your follow-up email in Task 4.2.














o





Identify the unresolved feedback from your supervisor’s response











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











o











Assistant Managers











o











Senior Management











§





If you identify feedback from external stakeholders:







o





Access workplace documents that contain feedback submitted by external stakeholders.







o





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










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











o











Feedback forms











o











Emails received from external stakeholders














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











o











Clients








o











Suppliers








b.


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




Identify each policy and procedure.










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








c.


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














Part II





a.


Identify at least one action item to address each feedback.

















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








b.


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




c.


Date when each action item will be implemented




d.


Expected outcome when each action item has been implemented




Do not write anything on the following sections of the

Action Plan. These will be completed in the next task.




a.





Date Implemented





b.





Actual Result





c.





Signature





d.





Assessor Declaration








3.





Submit the partially completed

Action Plan

to your assessor.










You will need a copy of your partially completed







Action Plan








to complete Task 4.4.































Task 2 – Q 4.4 Implement the Action Plan












































ASSESSMENT INSTRUCTIONS














1.





Access the partially completed

Action Plan


from Task 4.3.







2.





Locate the

Observation Form


provided within this workbook. The

Observation Form


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

Observation Form.







3.





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




Your assessor must complete one

Observation Form.










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








4.





Implement the action items identified in the

Action Plan


for each unresolved feedback.







5.





Complete the following sections in Part II of the

Action Plan


after implementing all action items:




a.





Date Implemented





b.





Actual Result








6.





Have your assessor sign the

Signature


column and the

Assessor Declaration Form


found at the end of the

Action Plan. This is to ensure that all action items were implemented following your responses in the

Action Plan. Assessor’s signature must be handwritten.







7.





Submit the completed

Action Plan


to your assessor.


























Note:






































Ensure that you will





























·








Include any documents you use from the Bounce Fitness website and reference any other information for your Assessor.







·








If you are completing your Assessment on an activity using another organisation, you must first obtain your assessor approval, then - you must provide copies of all related documents and ensure that it is of sufficient scope for your Assessor to assess.







·








Acceptable related documents are Project planning templates, Gantt chart, master chart project template, stakeholder analysis documentations, contingency planning documents and any other forms of relevant workplace documents as agreed with assessor.











·








Any modifications or amendments must be given to students in writing.







·





All individual answer needs to be answered with a minimum of 80 words (approx.). All Reports and/or project and/or any other form of assessment, must be written with a word count of 700-900 words (approx.) and/or as per trainer’s instructions. Presentations, to be completed using MS PowerPoint software with minimum of 10 slides and/or as per trainer’s instructions.






































































***END OF DOCUMENT***





Dec 07, 2022
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