Assessment 1
Course:
Intake (month and year):
Student Name:
Email Address:
Mobile Number:
Unit code and title:BSBLDR403 Assessment Task 1 Team project plan
Date submitted:
Submission mode: (please tick) ? Online ? In-class
Assessment conditions Assessment modality
Satisfactory rate – If this is not achieved the student has the opportunity to resubmit the assessment after receiving feedback and re-training as confirmed by their trainer/assessor
Assessment location: (please tick)
? In-class ? online ?Team project plan – assessment 1
? Team project Review – assessment 2
? Team project report – assessment 3
Ref: as listed in the Course Unit Outline and Assessment Due Dates List for the course
Assessor Instructions
The assessment is made when all of the short answer fields in the template are completed. These are to be completed according to the assessment guide and decision making rules. Final decision is to be made and recorded on Assessment result below and on the results template via the Course Coordinator.
Required documents and equipment
? Assessment Guide
? Assessment Task 1
? assessment task appendices
? access to computer lab.
Instructions for assessor
This assessment task requires students to form a team, choose a project (from one of four simulated business scenarios, attached here as appendices) and facilitate their team to demonstrate leadership in planning to achieve expected outcomes with regards to the chosen project.
Their team project plan must include clearly defined tasks and deadlines, team roles and responsibilities, clear objectives and outcomes that are achievable during set timeframes. Planned deliverables should include measures of workplace innovation and productivity such as examples of new ideas and improvements on a balanced scorecard.
Review the assessment task in detail, including the appendices, which contain the various documents students require to create the team work plan. Discuss with the students and teams their planning options and set the teams.
Planning the assessment
? Recommended date for assessment: After Session 4.
? It is suggested that you hand out the assessment task early in the training program (recommend: Session 1) as there are a number of tasks and activities to be completed as part of this project.
? Time required for assessment: 8 hours (time required may vary as required by individual work teams). This assessment will be run over a number of weeks to allow for workplace interactions to occur.
? The student must:
? participate in a work team and a team meeting
? submit:
– a project plan, with goals and objectives, deliverables and communications
– a portfolio of supporting information, including at least one project management tool, such as a schedule, action plan, Gantt or milestone chart, a record of addressing innovation and productivity measures, a gap analysis and/or skills matrix, and training planners for each team member
– a team work schedule
– completed meeting agenda and meeting minutes templates of their team planning meeting.
Ref: Assessment Guide for the Assessment & Mayfield Education Assessment Guide: Planning & Conducting Assessment Policy
Student Instructions
Read each question carefully. In order to be deemed Satisfactory in this compulsory assessment task you must answer ALL the numbered questions below. Write/type answers in the fields provided. Short answers should consist of no more than three sentences. This can be typed and dot points can be used. This must be undertaken by yourself and you are able to use your study notes to assist you with completing the answers. If you do not receive a ‘Satisfactory’ result (NYS) you will be provided with an alternative supplementary assessment.
Ref: Student Information Handbook (5) & Student Assessment Policy and Procedure
Student Declaration
I, ……………………………………………… (Student to print name) state that the work I submit is my own and I have not copied this in any form except where due reference has been made to this. If you are completing this form electronically, please type your name as an acceptable form of your signature.
Student Comments:
Ref: Student Information Handbook (5.6)
Student Signature:
If you are completing this form electronically, please type your name as an acceptable form of your signature. Date:
Assessment Result (tick v): ? Satisfactory
? Unsatisfactory
? Resubmit
Ref: Student Information Handbook (5.6) Reassessment Appeals
NB: The rating of Competency can only be provided as a summative assessment at the end of a unit. Outcome recorded on Results sheet (tick v): ? Yes
Date entered:
By whom:
Results are entered into the electronic Results Sheet
Assessor Feedback and Comments to Student:
Assessor Name (printed):
Date received:
Assessor Signature (signed):
Ref: Trainer and Assessor requirements as listed in the Sessional Trainers and Assessors Policy and the Policy – Guidelines for Planning and Conducting VET Assessment & Student Assessments Policy.

Team project plan
The assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor.
Submit this document with any required evidence attached. See specifications below for details.
Performance objective
You must lead your team in order to identify, establish and document team purpose, roles, responsibilities, goals and objectives. You must engage the team to develop a plan which will enable them to incorporate innovation and productivity measures to meet expected work outcomes. Your plan must be aligned with organisational goals and objectives.
Assessment description
In this assessment task, you are required to identify a goal, form a team to meet that goal, and create a plan in order to achieve expected team outcomes.
The mechanism that will underpin the team development will be a project. In the workplace, teams commonly form around projects to complete the outcomes, and then adjourn. The difference between a successful and unsuccessful project is often team effectiveness.
You are required to select a project to work on with your team. You will need to recruit two or more people to be your team members. You need to demonstrate your leadership ability to your team, who can be work colleagues, educational colleagues, family or personal friends/acquaintances. You must engage team members to incorporate innovation and productivity measures in your work plans and support your team in meeting expected outcomes.
Procedure
1. Choose a project to be undertaken in your work place OR (if you are currently not able to undertake a project in your work place) complete the assessment in the case study in Appendix 1A.
2. If you are choosing a project tin your workplace, provide an outline of this in Appendix template 1B. You will be of this assessment task to use as the basis for your team project.
3. Obtain approval of your trainer and assessor for your choice of project and from your workplace supervisor / management.
4. Organise your team. You will need to choose two (2) or more team members to assist you, and you will need to inform them of what to expect through their involvement.
5. Establish, document and agree on the team’s purpose and what the team needs and wants to achieve.
6. Agree, share and communicate roles and responsibilities within the team.
7. Ensure each person in the team has an opportunity to demonstrate leadership.

8. Devise a project plan. Conduct a team meeting to develop a plan with your team (take minutes of this team meeting) that includes the following elements.
a. Project plan – This includes goals and objectives, deliverables (incorporating workplace innovation and productivity measures; record new ideas and achieved improvements on the balanced scorecard), and a communications and reporting plan.
i. You may use the minutes template at the end of this assessment task or you may create your own (see Appendix 2 to this task).
ii. Decide with your team how you will monitor and review your plan during the course of the project. You must decide when you will meet to review your team’s progress and what kinds of progress reports will be generated. This information should be recorded in the communications and reporting plans.
b. Tasks and resources required – You must agree with your team on the tasks that must be carried out, the resources that will be necessary, and which tasks may be considered milestones. You may use any of the following templates to aid in this process; or create your own planning tools:
i. task list (Appendix 3 to this task)
ii. Gantt chart (Appendix 4 to this task)
iii. milestone chart (Appendix 5 to this task).
c. Team and personal work schedules – Decide who will do what tasks and when they need to be completed.
i. You may use the work schedule template at the end of this assessment task or create your own (see Appendix 8 to this task).
ii. Inform your team members that they can also create their own personal work schedules. You may use the template at the end of this assessment task (see Appendix 8).
iii. Demonstrate your leadership skills by supporting team members to set schedules and meet expected outcomes
d. Optional – Skills matrix – Identify the training needs of your team. Demonstrate leadership by modelling examples of skills and supporting team development of skills, particularly exploring innovation/productivity measures. You may use the template at the end of this assessment task or create your own (see Appendix 6).
e. Optional – Training planner – Plan training where necessary for each of your team members. You may use the template at the end of this assessment or create your own (see Appendix 7).
f. Optional – Innovation and productivity measures may be included.
g. Optional – Coaching/mentoring your team members offers you the opportunity to ensure that they can carry out the tasks that you assign them.
9. You will need to meet with management (your assessor) to:
a. present your project plan, discuss the project’s progress and gather feedback to relay to the team in Assessment Task 2
b. talk about the importance of maintaining communication throughout the duration of the project
c. gain approval for the project plan.
10. Submit all documentation to your assessor as per the specifications below. Make sure to keep a copy for your records.
Student Deliverables
You must:
? participate in a team project planning meeting
? participate in a meeting with management (assessor)
? submit:
? a project plan, with goals and objectives, deliverables and communications
? a portfolio of supporting information and at least one project management tool, such as schedules, action plans, Gantt or milestone charts, your record of addressing innovation and productivity measures, your gap analysis and/or skills matrix, and training planners for each team member
? a team work schedule
? a completed meeting agenda and meeting minutes of your team planning meeting.
Your assessor will be looking for evidence of:
? consultation with team members in order to establish clear team purpose, roles, responsibilities, goals and objectives
? engagement of team members to incorporate innovation and productivity measures in work plans
? your providing opportunities for your team members to participate in planning, decision-making and problem-solving
? leadership (facilitation) of the work team to encourage others to take responsibility for their own work and to assist team members in undertaking required roles and responsibilities
? your contribution to the work team serving as a role model for other team members
? knowledge of organisational goals, objectives and plans
? open communication with management (assessor) at all times.

Appendices
Appendix 1A: Case study
Case study 4: Fernwood Pharmacy
The following document is an excerpt from Fernwood Pharmacy’s business plan. Fernwood Pharmacy Business Plan
Fernwood Pharmacy is an innovative, professional business tailored for the rural demographic. Fernwood Pharmacy is an innovative company that was established by three registered pharmacists.
Fernwood provides tailor-made services for the immediate community and for those more remote areas in Australia where health services are deteriorating and the opportunity for business growth exists. This is achieved by compounding specialist lines, and promoting this type of care to consumers and health prescribers, including doctors, dentists and other health care professionals. Fernwood values innovation and this is reflected by its focus on the diverse roles of a pharmacist, with the objective of strong returns for its shareholders.
1.1 Objectives
The objectives for the first three years include the following.
? Enhance community understanding about compounding pharmacy and its services.
? Increase the number of customers by more than 30% per year.
? Develop a business that survives off its own cash flow.
? Initiate and facilitate a community committee by the end of the first year of business.
? Make Fernwood Pharmacy the leading pharmacy in Western Australia by offering knowledgeable and professional customer service. Customer service will be measured through repeat business (our goal is that 70% of our customers will return within six months for an additional purchase).
1.2 Mission
Fernwood Pharmacy will:
? be the pioneers of individualised health care for rural communities in Western Australia
? strengthen relationships with our local health care professionals and other health care facilities in order to gain greater community presence as the destination rural compounding pharmacy
? be recognised as the leading rural compounding pharmacy as we expand our business into other rural regions of Australia
? employ innovative strategies to attract and retain talented staff in order to maintain a professional and positive work culture
? strengthen community ties by way of a community liaison committee and participation in community events.
Your project, should you choose Fernwood Pharmacy:
You are the team leader of a team of market research consultants. Fernwood Pharmacy has employed your organisation to create a customer satisfaction survey for their company.
The following chart displays the organisational structure of your company, Southbank Market Research.
Your team must provide the following:
? a tailor-made customer satisfaction survey consisting of ten questions. Please provide one A4 copy in printed format as a sample for viewing.
? details regarding how the data will be collected (telephone, internet, mail, in-store feedback questionnaires, etc.)
? description of the format in which the results will be presented
? an estimate of the required number of surveys to be distributed
? an estimate of the total cost of the service.

Appendix 1B: Workplace Project
Name of the Organisation:
Department:
Mission, Vision and Values statements:
Department Objective:
Name of the Project:
Rationale for the Project:
Objectives of the Project:
Department Objectives
The objectives for the department are.
(List 3)

Your project:
You are the team leader of a team of consultants. Your organisation has employed you and your organisation to create a customer satisfaction survey for their company.
Please attach an organisation chart as part of your folio
You are leading your team. Your team must provide the following:
? a tailor-made customer satisfaction survey consisting of ten questions. Please provide one A4 copy in printed format as a sample for viewing.
? details regarding how the data will be collected (telephone, internet, mail, in-store feedback questionnaires, etc.)
? description of the format in which the results will be presented
? an estimate of the required number of surveys to be distributed
? an estimate of the total cost of the service.

Appendix 2: Team meeting minutes template
Date: Time:
Attended by:
Apologies:
To:
Cc:
Item/Issue Outcome/action When Who
Appendix 3: Task list template
Task Start date Length
(days/weeks/months) Type
(Sequential/Parallel) Dependent on Resources required
A
B
C
D
E
F
G
H
I
J
K
L
M
N

Appendix 4: Gantt chart template
Day/week/month
Activity 1 2 3 4 5 6 7 8 9 10
Appendix 5: Milestone chart template
Milestone Team member responsible Due date
Appendix 6: Skills matrix template
Name Skill
Legend:
Team member has no training.
Team member can’t perform task independently.
Team member can perform task independently with supervision. Team member can perform task independently.
Team member can train others to perform task.
Appendix 7: Training planner template
Team member:
Team leader:
Skills to be developed Training activity/method Actual skill level Desired skill level Scheduled
date/time
Legend:
Team member has no training.
Team member can’t perform task independently.
Team member can perform task independently with supervision. Team member can perform task independently.
Team member can train others to perform task.
Appendix 8: Work schedule templates
Team work schedule
Step Task/action Team member/s Start
date Due date
Personal work schedule
Step Task/action Start date Due date Progress

Appendix 9: Project plan template
Project title
Purpose
Project goals/objectives
Deliverables/milestones
Due date:
Due date:
Due date:
Risk assessment plan
Risk Likelihood
(high/medium/low) Impact
(high/medium/low) Management strategy
Communications and reporting plan
Stakeholder Information required When required Format
Scheduled review dates:
Due date:
Due date:
Due date:
Due date:

Appendix 10: Meeting agenda template
Team meeting
Meeting title:
Venue, time, date, duration:
Agenda
No. Time Item Responsible
1. Opening/Welcome Chairperson
2.
3.
4.
5.
6.
7.
8. Adjournment/Next Meeting Chairperson

Appendix 11: Project progress/status report template
Project title:
Project manager:
Progress report Report no.
RAG Status*: RED / AMBER / GREEN
Tasks, milestones, deliverables
achieved this period Completion dates
Task, milestone, deliverable Comments Scheduled Actual
Major risks and issues
Risk/issue Impact Action taken/management strategy
Recommendations and requests
Tasks, milestones, outcomes scheduled
for next period Completion dates
Tasks, milestones, outcomes Comments Scheduled Forecast
* RED Requires urgent attention! Project is very delayed and/or significantly over budget.
AMBER Minor concern – project is delayed and/or over budget.
GREEN Project is on track to deliver as scheduled and within budget tolerances (such as +/- 10%).

Appendix 12: Issues log template
Date Task Issue Corrective action taken
Assessment 2 Project Review
Course:
Intake (month and year):
Student Name:
Email Address:
Mobile Number:
Unit code and title:
BSBLDR403 – Lead team effectiveness
Assessment Task 2 Project Review
Date submitted:
Submission mode: (please tick) ? Online ? In-class
Assessment conditions Assessment modality
Satisfactory rate – If this is not achieved the student has the opportunity to resubmit the assessment after receiving feedback and re-training as confirmed by their trainer/assessor
Assessment location: (please tick)
? In-class ? online ? Team project Review – assessment 2
Team project plan – assessment 1
Team project report – assessment 3
Ref: as listed in the Course Unit Outline and Assessment Due Dates List for the course
Assessor Instructions
The assessment is made when all of the short answer fields in the template are completed. These are to be completed according to the assessment guide and decision making rules. Final decision is to be made and recorded on Assessment result below and on the results template via the Course Coordinator.
Required documents and equipment
? Assessment guide
? Assessment Task 2
? assessment task appendices
? access to computer lab.
Instructions for assessor
This assessment task requires the student to lead and facilitate their team in implementing the project plan documented in Assessment 1. In addition to your role as assessor, you must act as the student’s manager/supervisor in this project.
Students need to demonstrate their ability to make decisions, resolve issues and develop team cohesion. They must also support their team’s goals and objectives, encourage responsibility for their own work, provide feedback, and serve as role models. They must hold progress meetings with their teams.
Prepare to provide students with feedback in the form of an issue about the team (e.g. fair distribution of work) or a complication (e.g. lack of resources or timeline crunch) to be worked through by the team led by the student.
Students are required to hold a project progress meeting in which they review team progress, and during which they present information on and evaluate their team’s performance in the project so far. The student must demonstrate formal thinking techniques, seek input from others and conduct training/coaching/mentoring sessions to address issues identified in their training planners. The student is required to report on any issues or problems the team has encountered, including conflict. (Conflict resolution skills will be addressed in Assessment Task 3.) Issues and action taken must be recorded in an issues log. Students are required to present feedback collected from their team on their effectiveness as a leader, and provide a brief reflection on their success as a team leader to you, the assessor, at a 15-minute informal progress meeting.
The student is also required to prepare a written project progress report, including their reflections, and submit minutes of the meeting to you, the assessor.
Students should understand that the content of their projects does not need to include highly technical information or completely accurate budgets or cost estimates. Learners are not expected to provide highly specific details regarding fields they lack experience in. Sufficient research on the project should be encouraged to facilitate understanding of team objectives and tasks.
Note: This assessment must take place during the group activities in Session 5.
Planning the assessment
Recommended date for assessment: During Session 5.
Time required for assessment may vary as required by individual work teams.
The student must:
• participate in a team project planning meeting
• participate in a meeting with management (assessor)
• submit:
? a project plan, with goals and objectives, deliverables and communications
? a portfolio of supporting information and at least one project management tool, such as a schedule, action plan, Gantt or milestone chart, a record of addressing innovation and productivity measures, a gap analysis and/or skills matrix, and training planners for each team member
? a team work schedule
? completed meeting agenda and meeting minutes templates of team planning meeting.
You will need to schedule two meetings with the student:
• initial meeting to approve (as management) the student’s project choice
A project progress presentation.
A 15-minute informal interview in which the student reports on their team’s progress mid-way through implementation of the project.
You should give the student the opportunity to inform you of any unresolved issues related to the team.
You may then give the student appropriate advice on how to deal with the issue (for example, mentoring or coaching) and the student should in turn communicate this back to the team.
It is important to provide feedback to the student that they will then be able to provide to their team in Assessment Task 2.
Ref: Marking Guide for the Assessment & Mayfield Education Assessment Guide : Planning & Conducting Assessment Policy
Student Instructions
Read each question carefully. In order to be deemed Satisfactory in this compulsory assessment task you must answer ALL the numbered questions below. Write/type answers in the fields provided. Short answers should consist of no more than three sentences. This can be typed and dot points can be used. This must be undertaken by yourself and you are able to use your study notes to assist you with completing the answers. If you do not receive a ‘Satisfactory’ result (NYS) you will be provided with an alternative supplementary assessment.
Ref: Student Information Handbook (5) & Student Assessment Policy and Procedure
Student Declaration
I, ……………………………………………… (Student to print name) state that the work I submit is my own and I have not copied this in any form except where due reference has been made to this. If you are completing this form electronically, please type your name as an acceptable form of your signature.
Student Comments:
Ref: Student Information Handbook (5.6)
Student Signature:
If you are completing this form electronically, please type your name as an acceptable form of your signature. Date:
Assessment Result (tick v): ? Satisfactory
? Unsatisfactory
? Resubmit
Ref: Student Information Handbook (5.6) Reassessment Appeals
A Satisfactory Result determines that you will receive 20% towards the final result in the unit/subject
NB: The rating of Competency can only be provided as a summative assessment at the end of a unit. Outcome recorded on Results sheet (tick v): ? Yes
Date entered:
By whom:
Results are entered into the electronic Results Sheet
Assessor Feedback and Comments to Student:
Assessor Name (printed):
Date received:
Assessor Signature (signed):
Ref: Trainer and Assessor requirements as listed in the Sessional Trainers and Assessors Policy and the Policy – Guidelines for Planning and Conducting VET Assessment & Student Assessments Policy.

Team project implementation and progress review
The assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor.
Submit this document with any required evidence attached. See specifications below for details.
Performance objective
You must be able to provide effective leadership and facilitate the work team during the implementation of the team project, including decision-making, resolving issues and developing team cohesion.
You must support team members to achieve team goals and objectives, encourage team members to take responsibility for their own work, provide feedback to team members and ensure that your own contribution to the team serves as a role model. You must hold at least one 15-minute progress meeting with your team.
Assessment description
This assessment task requires you to implement your team’s plan as documented in Assessment Task 1. You must support your team in order to achieve the expected outcomes.
You are required to hold project review meetings with both your team and management. You are required to deliver an informal report during a progress meeting with management. At the progress meeting, you will explain the information contained in the report and foreshadow your evaluation of your own performance as team leader and your team’s progress.
In this assessment task, you will be required to report on any issues or problems the team encountered.
Procedure
Part A: Implementation
1. During project implementation, you must complete the planned tasks.
Part B: Progress meeting
1. Prepare to lead a team progress meeting and take minutes (you may use the templates provided in the appendices to this task).
2. Hold a progress meeting. During your meeting you will need to complete the following.
a. Report to the team on the meeting with management (your assessor) at the end of Assessment Task 1.
b. Review your team’s performance and give your team members feedback on their performance, including feedback from management, which is likely to highlight an issue with the team (such as work allocation or provision of resources).
c. Ensure that you explicitly promote the organisation and its objectives.
d. Demonstrate formal analytical thinking techniques to identify issues and generate possible solutions, seeking input from others as required.
e. Conduct any mentoring/coaching sessions with your team as necessary to address issues identified in their training planners and following on from feedback or tasks scheduled in Assessment Task 1. Record details of these sessions in your minutes.
Note: You may want to do these at the same time as the team meeting.
f. Discuss issues and record them along with corrective action taken in a project issues log. You may use the template at the end of this assessment task (see Appendix 3) or create your own.
3. Attend one 15-minute informal progress meeting with management (assessor) to report on progress as required.
Note: Your assessor will set meeting times during your first session.
Part C: Written progress report
1. You are required to prepare a written progress report including your minutes or notes of the meeting as well as your reflections on the implementation of the plan to date, and an evaluation of your own performance as team leader.
2. Submit all documentation to your assessor as per the specifications below. Make sure to keep a copy for your records.

Student Deliverables
You must:
? participate in:
? the implementation of your project
? a progress meeting with your team
? an informal meeting with management (assessor) to report on your team’s progress.
? submit:
? a written progress report
? a completed issues log
? completed meeting agenda and meeting minutes templates
? all documentation used in the planning and implementation of this task, for example, coaching or mentoring plans, meeting notes, outcomes of implementation activities.
? Your assessor will be looking for evidence of:
? support for your team in meeting their expected outcomes
? opportunities for your team members to participate in decision-making and problem-solving
? feedback in the form of coaching, mentoring, and encouragement provided to team members to encourage and value efforts, boost team morale and motivate the team to reach its goals
? encouragement of team members to take responsibility for team activities and communication processes
? contribution to the work team, which serves as a role model for other team members
? explicit reference to, and promotion of, the organisation and its goals
? effective techniques for dealing with team conflict and resolving issues (e.g. formal analytical thinking techniques: http://www.thwink.org/sustain/articles/000_AnalyticalApproach/index.htm )
? recognition and follow-up of issues raised by team members and management
? support for your team to identify and resolve problems that impede its performance, and recognition of individual and team efforts and contributions
? knowledge of organisational goals, objectives and plans
? feedback collected from team members on your effectiveness as a team leader, using the template provided.
Adjustment for distance-based learners
This assessment task can be adjusted for distance learners.
? No variation of the task is required.
? Documentation can be submitted electronically or posted in the mail. Meetings can be conducted via teleconferencing or videoconferencing tool.
? A follow-up interview may be required (at the discretion of the assessor).

Appendix 1: Team meeting minutes template
Date: Time:
Attended by:
Apologies:
To:
Cc:
Item/Issue Outcome/action When Who

Appendix 2: Meeting agenda template
Team meeting
Meeting title:
Venue, time, date, duration:
Agenda
No. Time Item Responsible
1. Opening/Welcome Chairperson
2.
3.
4.
5.
6.
7.
8. Adjournment/Next Meeting Chairperson

Appendix 3: Issues log template
Date Task Issue Corrective action taken

Appendix 4: Project progress/status report template
Project title:
Project manager:
Progress report Report no.
RAG Status*: RED / AMBER / GREEN
Tasks, milestones, deliverables
achieved this period Completion dates
Task, milestone, deliverable Comments Scheduled Actual
Major risks and issues
Risk/issue Impact Action taken/management strategy
Recommendations and requests
Tasks, milestones, outcomes scheduled
for next period Completion dates
Tasks, milestones, outcomes Comments Scheduled Forecast
* RED Requires urgent attention! Project is very delayed and/or significantly over budget.
AMBER Minor concern – project is delayed and/or over budget.
GREEN Project is on track to deliver as scheduled and within budget tolerances (such as +/- 10%).

Assessment 3 Project Report
Course:
Intake (month and year):
Student Name:
Email Address:
Mobile Number:
Unit code and title: BSBLDR403 – Lead team effectiveness
Assessment 3 – Team project review
Date submitted:
Submission mode: (please tick) ? Online ? In-class
Assessment conditions Assessment modality
Satisfactory rate – If this is not achieved the student has the opportunity to resubmit the assessment after receiving feedback and re-training as confirmed by their trainer/assessor
Assessment location: (please tick)
? In-class ? online ? Team project report – assessment 3
? Team project plan – assessment 1
? Team project Review – assessment 2
Ref: as listed in the Course Unit Outline and Assessment Due Dates List for the course
Assessor Instructions
The assessment is made when all of the short answer fields in the template are completed. These are to be completed according to the assessment guide and decision making rules. Final decision is to be made and recorded on Assessment result below and on the results template via the Course Coordinator.
Required documents and equipment
? Assessment Guide
? Assessment Task 3
? assessment task appendices
? access to computer lab.
Instructions for assessor
This assessment task requires the student to review the team project, documented in Assessment Task 1 (plan) and implemented in Assessment Task 2 (implementation and progress review). In addition to your role as assessor, you must also act as the student’s supervisor in this project.
Assessment 3a – Presentation
Students are required to prepare and conduct a presentation to management (the assessor). Students explain the review information (planned to be contained in the written report) and evaluate their team’s contribution. The student is required to report on any issues or problems the team has encountered, including conflict. The student will be asked to explain how they resolved these issues. Students are required to present feedback collected from their team on their effectiveness as a leader and a brief reflection on their success as a team leader.
Assessment 3b – Report
The student is also required to prepare a written post-project review report which includes team effectiveness surveys and reflections of the student on their success as a team leader. The report also must demonstrate knowledge of principles and techniques of group leadership and management. Students are also required to hold a post-project review meeting in which they celebrate successes, identify opportunities for improvement, and then disband.
Students should understand that the content of their projects does not need to include highly technical information or completely accurate budgets or cost estimates. Learners are not expected to provide highly specific details regarding fields they lack experience in. Sufficient research on the project should be encouraged to facilitate understanding of team objectives and tasks.
Note: This assessment must take place during the group activities.
Planning the assessment
? Recommend date for assessment: During Session 7.
? Time required for assessment: Time required may vary as required by individual work teams.
? You will need to organise a meeting with the student. Students must also be informed of the submission date for the post-project review report (including reflection on effectiveness as leader and team feedback) as early on in the training program as possible.
? The meeting with management (the facilitator) is an informal presentation but the student may use PowerPoint presentation, spreadsheets or handouts in addition to their post-project review report in order to communicate all the information effectively.
• The student must:
o participate in a team meeting
o present the final results of the project to management (assessor)
o submit a post-project review report that includes a brief reflection
o submit all documentation used in completion of task, including:
? minutes of post-project review team meeting
? issues log
team effectiveness surveys from team members.
Ref: Assessment Guide for the Assessment & Mayfield Education Assessment Guide: Planning & Conducting Assessment Policy
Student Instructions
Read each question carefully. In order to be deemed Satisfactory in this compulsory assessment task you must answer ALL the numbered questions below. Write/type answers in the fields provided. Short answers should consist of no more than three sentences. This can be typed and dot points can be used. This must be undertaken by yourself and you are able to use your study notes to assist you with completing the answers. If you do not receive a ‘Satisfactory’ result (NYS) you will be provided with an alternative supplementary assessment.
Ref: Student Information Handbook (5) & Student Assessment Policy and Procedure
Student Declaration
I, ……………………………………………… (Student to print name) state that the work I submit is my own and I have not copied this in any form except where due reference has been made to this. If you are completing this form electronically, please type your name as an acceptable form of your signature.
Student Comments:
Ref: Student Information Handbook (5.6)
Student Signature:
If you are completing this form electronically, please type your name as an acceptable form of your signature. Date:
Assessment Result (tick v): ? Satisfactory
? Unsatisfactory
? Resubmit
Ref: Student Information Handbook (5.6) Reassessment Appeals
A Satisfactory Result determines that you will receive 20% towards the final result in the unit/subject
NB: The rating of Competency can only be provided as a summative assessment at the end of a unit. Outcome recorded on Results sheet (tick v): ? Yes
Date entered:
By whom:
Results are entered into the electronic Results Sheet
Assessor Feedback and Comments to Student:
Assessor Name (printed):
Date received:
Assessor Signature (signed):
Ref: Trainer and Assessor requirements as listed in the Sessional Trainers and Assessors Policy and the Policy – Guidelines for Planning and Conducting VET Assessment & Student Assessments Policy.

Review presentation and post-project report
The assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor.
Submit this document with any required evidence attached. See specifications below for details.
Performance objective
You must communicate information from management to the team and communicate team issues to management, ensuring follow-up action is taken. You must hold post-project review meetings with your team. You must also report to management on team progress during the course of the project.
Assessment description
This assessment task requires you to review the team project plan documented in Assessment Task 1, and the implementation progress review in Assessment Task 2.
You must make a presentation to management (your assessor). You must support your team, in order to achieve the expected outcomes. You are required to report to management (your assessor) on any issues or problems the team encountered, including conflicts, which were raised during the progress meeting done in Task 2. You will be asked to explain how you resolved these issues.
You must also deliver a post-project review report to management following the completion of the project. The report should include team effectiveness surveys and a brief reflection reviewing your success as a team leader and the success of your team. You must also demonstrate evidence of your knowledge of principles and techniques of leadership and management effectiveness, such as measures of workplace innovation and productivity.
You must also hold a post-project review meeting with the team, in which you celebrate successes, identify opportunities for improvement and then disband.
Procedure
Part A: Team meeting
1. Meet with your team to ensure you finish the project by the planned deadline.
2. Hold a post-project review meeting with your team.
3. Evaluate your team’s success. Identify the goals and objectives achieved and those not achieved.
4. Discuss why you did or did not achieve the identified objectives. Celebrate the team’s successes.
Part B: Presentation to management
1. Present the final results of the project to management (your assessor).
Part C: Final review report
1. Complete a post-project review report. You may use the post-project review report template provided at the end of this assessment task or you may create your own (see appendix to this task). Ensure that you:
a. indicate which objectives your team achieved and did not achieve
b. give reasons as to why you believe your team didn’t reach all of its goals
c. discuss any issues or problems you encountered with your team during the project, including conflict. Explain how you resolved those problems and explain planned action for any unresolved issues.
d. explain the principles and techniques associated with the following leadership and management skills (complete the checklist in the appendix to this task):
i. delegation and work allocation
ii. goal setting
iii. group dynamics and processes
iv. individual behaviour and difference
v. leadership styles
vi. motivation
vii. negotiation
viii. problem-solving
ix. planning
x. workplace innovation
xi. workplace productivity (measures).
e. give all your team members team effectiveness surveys to complete and return to you (see appendix to this task)
f. include a brief reflection on your effectiveness as a team leader, using the following structure if you wish.
i. Section one should include the things you could have done better.
ii. Section two should give examples of how you believe your contribution to the work team served as a role model for your team members.
iii. Section three should include strategies for improving your effectiveness as a team leader.

Student Deliverables
You must:
? participate in a team meeting
? present the final results of the project to management (your assessor)
? submit a post-project review report that includes a brief reflection
? submit all documentation used in completion of task, including:
? minutes of your post-project review team meeting
? issues log
? team effectiveness surveys from your team members.
Your assessor will be looking for evidence of:
? support for your team in meeting their expected outcomes
? opportunities for your team members to participate in decision-making and problem-solving
? recognition and follow-up of issues raised by team members
? support for your team to identify and resolve problems that impede its performance, and recognition of individual and team efforts and contributions
? facilitation of team members to take responsibility for team activities and communication processes
? preparation of information for project progress report/presentation, post-project review report and documentation detailing issues and meetings
? contribution to the work team, serving as a role model for other team members, and enhancing the organisation’s image within the work team, the organisation and with clients/customers (refer to case study scenarios)
? coaching, mentoring, encouragement and feedback provided to team members to encourage and value efforts, boost team morale and motivate the team to reach its goals
? encouragement of team members to take responsibility for team activities and communication processes
? effective techniques in communicating information, dealing with team conflict and resolving issues
? support of the team to resolve problems impeding its performance and recognise individual and team efforts
? communication of unresolved issues raised by team members to management (your assessor/supervisor) and follow-up action
? communication of information from management (your assessor/supervisor) to the team and follow-up action
? knowledge of organisational goals, objectives and plans
? open communication with management, relaying issues from management (assessor) to the team, and relaying unresolved issues from the team to management, to ensure follow-up action is taken
? explanations, orally and in writing, demonstrating your knowledge of principles and techniques of leadership (11 items).
Adjustment for distance-based learners
This assessment task can be adjusted for distance learners.
? No variation of the task is required.
? Documentation can be submitted electronically or posted in the mail. Meetings can be conducted via teleconferencing or videoconferencing tool.
? A follow-up interview may be required (at the discretion of the assessor).

Appendix 1: Post-project review report template
Name of project:
Date and location of meeting:
Names of attendees:
Project overview:
Review by team of goals, objectives/deliverables and schedule as outlined in project plan:
Goal/objective/
deliverable Met Missed Partially met Comments

What worked well? What could have gone better?
Worked well Could have gone better

Lessons learned
Next steps/improvement plans

Appendix 2: Principles and techniques of team leadership
How well did the team leader explain the principles and techniques associated with the following elements of team leadership?
Elements Principles
(Reasons/Reference) Techniques
(Methods/Tools) Comments
Delegation and work allocation
Goal setting
Group dynamics and processes
Individual behaviour and difference
Leadership styles
Motivation
Negotiation
Problem-solving
Planning
Workplace innovation
Workplace productivity (measures)

Appendix 3: Team effectiveness survey
Each team member must provide a candid assessment of the abilities of the team leader to promote team effectiveness.
Objectives
Were the project objectives clearly communicated to you at the outset of the project?
Team building
Did the project leader provide meaningful and effective team-building activities?
Decision-making and consultation
Were you consulted in the allocation of tasks and other decisions that affected you?
Team member roles/tasks
Was your team role clearly explained and outlined to you?
Training needs
Were you consulted on your skills and was a plan developed that accurately reflected your training needs?

Leadership and guidance
Did your team leader help you to feel confident, inspired and motivated to do the project?
Meeting environment
Were the meetings well run and effective? Did you have opportunities to raise issues and concerns?
Would you recommend?
Would you recommend your team leader for other projects? Why?
Other
Do you have any other comments?
Name:
Signature: Date: