BSB51918 Diploma of Leadership and Management - Clustered Project Assessment

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Clustered Project Assessment (Event 2 of 3)

Part 1: Setting the scene
1. Provide an overview of the organisation for Plan2go or your organisation and workplace team. Your response should be approximately 20 – 50 words.
2. Recommend three strategies you would adopt to consult with the team to establish a common understanding of team purpose, roles, responsibilities and accountabilities. Your response should be approximately 50 – 100 words.
3. As the leader of your team, explain how you act as a role model and how your actions enhance the organisations' image for all stakeholders. Your response should be approximately 50 – 100 words.
4. Recommend what behaviours you will role model to facilitate inclusion and cohesion in the team. Your response should be approximately 50 – 100 words.
5. Review three Key Performance Indicators (KPIs) relevant to your team and evaluate how the results will be communicated to:

  • The team 
  • Upper management or other stakeholders

6. Confirm how you intend to support your team members to meet agreed performance outcomes. Your response should be approximately 50 – 100 words.

7. Recommend three ways you will ensure that the team is involved in decision making and planning that is relevant to their performance. Your response should be approximately 50 – 100 words.

8. Evaluate how group dynamics can support or hinder team performance. In your response explain how you would incorporate these to support the team. Include any references you have used. Your response should be approximately 100-200 words.

Part 2: Develop a team performance plan

For this task, you will be required to review the case study located in Appendix 1 – Assessment case study.

The objective of this task is to develop a team performance plan based on the scenario you have just reviewed.  

There is no word limit for this task, however, half a page per question is suggested.

Review Plan2go existing policies and systems, located on the Plan2go website and the Moodle.

  • Position Description - Leader-Customer-Experience (refer to the document library/Crew Folders/People-and-Culture-Crew on the Plan2go website)
  • Organisational Chart (refer to the document library /Crew-Folders/ People-and-culture-Crew on the Plan2go website) 
  • Strategic Plan (refer to the document library /Crew-Folders/Innovation-Crew on the Plan2go website) 

After reviewing the documents, you are to develop a team performance plan to improve team cohesion and demonstrate your ability to develop clear performance goals for your team. Review the challenges outlined in the team brief and the information you gathered to prepare the document.

Your performance plan must include the following items:

a. Goals and objectives - outline the overall goal for your action plan and identify and describe four objectives that will contribute to this goal. One of those objectives must deal with workforce capability for training and development purposes. 

b. Timeline - include specific times for the implementation of the objectives outlined in the action plan

c. Performance targets and KPI’s - identify and describe one target and relevant KPI for each objective

d. Communication with stakeholders - list three stakeholders you would consult about the action plan and why they are relevant. This communication should contain the following but not limited to:

  1. At least three stakeholders must be identified with one being from finance.
  2. Outline of any financial requests required to implement your plan
  3. Timelines and any accountabilities 

e. Feedback strategies - explain how you will provide feedback to management and your team about the progress of your action plan any unresolved issues and why this is important. You will need to include how you plan to encourage, reward and value your team

f. Monitoring and review strategies - outline three ways you will monitor and/or review your action plan to make sure it is on track to meet the goal and identify unresolved issues and how you can mitigate those risk.

Part 3: Develop a policy and procedures (Appendix 2)

Based on your team performance plan, draft a policy document, using the Appendix 2 Policy Template at the end of this document. The purpose of the policy is to detail how management will address conflicts other difficulties and/or resolve team performance issues. You may base this Task on your own workplace or Plan2go.

Your policy must include information on:

  • Policy purpose
  • Policy application
  • Rights and responsibilities
  • Procedure to address team conflict
  • Procedure to resolve team performance issues
  • Support for employees 
  • Policy regulatory environment 
  • Monitoring, evaluation and reporting requirements
  • Policy review, location and document control

Part 4: Meeting (role play)

This is an in-class, group assessment.

All parts of the observable tasks must be performed to a satisfactory level as indicated in the criteria section of the Assessor Feedback and Observation Checklist.

Scenario

You are a member of the Plan2go Senior Management Team.  All members of the Senior Management Team have drafted a policy, procedures and plan to manage the team issues outlined in Appendix 1.

You must now consult with the Senior Management Team to gain consensus on how to manage and resolve the Customer Experience Team’s issues and corrective action.  

In this task you will be required to participate in a team meeting. You will: 

  • present your ideas on how to resolve the issues using leadership strategies (approx. 10 min)
  • provide feedback to others on their ideas
  • reach agreement on a recommendation on corrective action and learning/support to present to Tobias Ukestock.

You should refer to the list of criteria provided in the Observation Checklist to understand what skills you are required to demonstrate in this section of the assessment.

The observable component may be:

  • Recorded in your workplace, facilitated in an online environment such as MS Teams, Adobe Connect or other mediums or carried out in the classroom.

Refer to the Video Assessment Instructions in Appendix 2 to assist you with this process

After the meeting:

Write an email to Tobias Ukestock (Leader People and Culture) outlining and seeking support for your recommendations.

Part 5: Critical reflection

This critical reflection must be a descriptive, analytical, and critical assessment of your experiences in Tasks 2, 3 and 4. 

1. Evaluate how group dynamics helped or hindered the team’s performance. Your response should be approximately 100-200 words.

2. Evaluate the strategies you used to support team cohesion, participation and performance. Your response should be approximately 100-200 words.

3. Justify the strategies you used to gain consensus. Your response should be approximately 50 – 100 words.

4. Evaluate how you supported the team to meet expected performance outcomes including providing formal and informal learning opportunities as needed. Your response should be approximately 100-200 words.

5. Evaluate the strategies you established to resolve performance issues. Your response should be approximately 50-100 words.

6. Explain how you develop policies and procedures to ensure team members take responsibility for their work and assist others to undertake the required roles and responsibilities. Your response should be approximately 150 – 200 words.

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