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Student Assessment Tasks
BSBMGT502 Manage people performance
BSBMGT502 Manage people performance
Student Assessment Tasks
Table of Contents
Table of Contents 2
Assessment Information 3
Assessment Instructions 5
Student Assessment Agreement 6
Assessment Task 1 Cover Sheet 7
Assessment Task 1: Written Questions 8
Assessment Task 1 Instructions 8
Assessment Task 1 Checklist 11
Assessment Task 2 Cover Sheet 13
Assessment Task 2: Work allocation project 14
Assessment Task 2 Instructions 15
Assessment Task 2 Checklist 18
Assessment Task 3 Cover Sheet 19
Assessment Task 3: Performance management system project 20
Assessment Task 3 Instructions 21
Assessment Task 3 Checklist 22
Assessment Task 4 Cover Sheet 23
Assessment Task 4: Managing performance project 24
Assessment Task 4 Instructions 25
Assessment Task 4 Checklist 27
Assessment Task 5 Cover Sheet 29
Assessment Task 5: Disciplinary and termination project 30
Assessment Task 5 Instructions 31
Assessment Task 5 Checklist 33
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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BSBMGT502 Manage people performance
Student Assessment Tasks
Assessment Information
The assessment tasks for BSBMGT502 Manage people performance are included in this Student Assessment Tasks booklet and outlined in the assessment plan below.
To be assessed as competent for this unit, the student must complete all of the assessment tasks satisfactorily.
Assessment Plan
Assessment Task Overview
1: Written questions Students must correctly answer all questions.
2: Work allocation project Students must assume the role of Human Resources Manager of a company, meet with the Managing Director (the assessor) to develop a work plan and then share this plan with their team.
3: Performance management system Students must research performance management processes, develop a performance management policy and procedure and provide training to managers on this new policy and procedure.
4: Managing performance project Students must provide a staff member with informal feedback about workplace performance and conduct a formal performance review.
5: Disciplinary and termination project Students must provide a staff member with formal feedback about ongoing poor performance and develop a letter of termination.
Assessment Preparation
Please read through this assessment thoroughly before beginning any tasks. Ask your assessor for clarification if you have any questions at all.
When you have read and understood this unit’s assessment tasks, print out the Student Assessment Agreement. Fill it out, sign it, and hand it to your assessor, who will countersign it and then keep it on file.
Keep a copy of all of your work, as the work submitted to your assessor will not be returned to you.
Assessment appeals
If you do not agree with an assessment decision, you can make an assessment appeal as per your RTO’s assessment appeals process.
Students have the right to appeal the outcome of assessment decisions if they feel they have been dealt with unfairly or have other appropriate grounds for an appeal.
Additional Resources
The following resources will be given to you before you begin each Assessment Task. Assessment Task 2
· Boutique Build Strategic Plan
· Action Plan Template
· Staff Code of Conduct
· Risk Management Plan Template
Assessment Task 4
· Performance Review Guidance
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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BSBMGT502 Manage people performance
Student Assessment Tasks
· Performance Agreement Template
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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BSBMGT502 Manage people performance
Student Assessment Tasks
Assessment Instructions
Each assessment task in this booklet consists of the following: Assessment Task Cover Sheet
This must be filled out, signed and submitted together with your assessment responses.
If you are submitting hardcopy, the Cover Sheet should be the first page of each task’s submission.
If you are submitting electronically, print out the cover sheet, fill it out and sign it, then scan this and submit the file.
The Assessment Task Cover Sheet will be returned to you with the outcome of the assessment, which will be satisfactory (S) or unsatisfactory (U). If your work has been assessed as being not satisfactory, your assessor will include written feedback in the Assessment Task Cover Sheet giving reasons why. Your assessor will also discuss this verbally with you and provide advice on re-assessment opportunities as per your RTO’s re-assessment policy.
Depending on the task, this may include
· resubmitting incorrect answers to questions (such as short answer questions and case studies)
· resubmitting part or all of a project, depending on how the error impacts on the total outcome of the task
· redoing a role play after being provided with appropriate feedback about your performance
· being observed a second (or third time) undertaking any tasks/activities that were not satisfactorily completed the first time, after being provided with appropriate feedback.
Assessment Task Information
This gives you:
· a summary of the assessment task
· information on the resources to be used
· submission requirements
· re-submission opportunities if required
Assessment Task Instructions
These give questions to answer or tasks which are to be completed.
Your answers need to be typed up using software as indicated in the Assessment Task Instructions.
Copy and paste each task’s instructions into a new document and use this as the basis for your assessment task submission. Include this document’s header and footer.
If you are submitting electronically, give the document a file name that includes the unit identification number, the task number, your name and the date.
Checklist
This will be used by your assessor to mark your assessment. Read through this as part of your preparation before beginning the assessment task. It will give you a good idea of what your assessor will be looking for when marking your responses.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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Student Assessment Agreement
Make sure you read through the assessments in this booklet before you fill out and sign the agreement below.
If there is anything that you are unsure of, consult your assessor prior to signing this agreement.
Have you read the assessment requirements for this unit? fl Yes fl No
Do you understand the requirements of the assessments for this unit? fl Yes fl No
Do you agree to the way in which you are being assessed? fl Yes fl No
Do you have any specific needs that should be considered? fl Yes fl No
If so, explain these in the space below.
Do you understand your rights to re-assessment? fl Yes fl No
Do you understand your right to appeal the decisions made in an assessment? fl Yes fl No
Student name
Student number
Student signature
Date
Assessor name
Assessor signature
Date
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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Assessment Task 1 Cover Sheet
Student Declaration
To be filled out and submitted with assessment responses
fl I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s).
fl I understand that if I If I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.
fl I have correctly referenced all resources and reference texts throughout these assessment tasks.
Assessor declaration
fl I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor name
Assessor signature
Date
Assessment outcome S NS DNS Resubmission Y N
Feedback
Student result response
fl My performance in this assessment task has been discussed and explained to me. fl I would like to appeal this assessment decision.
Student signature
Date
A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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Assessment Task 1: Written Questions
Task summary
This is an open book test.to be completed in the classroom.
A time limit of 1 hour to answer the questions is provided.
You need to answer all of the written questions correctly.
Your answers must be word processed and sent to the assessor as an email attachment.
Required
· Access to textbooks/other learning materials
· Computer and Microsoft Office
· Access to the internet
Timing
Your assessor will advise you of the due date of this submission.
Submit
· Answers to all questions Assessment criteria
· All questions must be answered correctly in order for a student to be assessed as having completed the task satisfactorily.
Re-submission opportunities
Students will be provided feedback on their performance by their Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.
If any parts of the task are not satisfactorily completed your assessor will explain why and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Re-assessment attempt(s) will be arranged at a later time and date.
Students have the right to appeal the outcome of assessment decisions if they feel they have been dealt with unfairly or have other appropriate grounds for an appeal.
Students are encouraged to consult with their assessor prior to attempting this task if they do not understand any part of this task or if they have any learning issues or needs that may hinder them when attempting any part of the assessment.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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Written answer question guidance
The following written questions use a range of “instructional words” such as “identify” or “explain”, which tell you how you should answer the question. Use the definitions below to assist you to provide the type of response expected.
Note that the following guidance is the minimum level of response required.
Analyse – when a question asks you to analyse something, you should do so in in detail, and identify important points and key features. Generally, you are expected to write a response one or two paragraphs long.
Compare – when a question asks you to compare something, you will need to show how two or more things are similar, ensuring that you also indicate the relevance of the consequences. Generally, you are expected to write a response one or two paragraphs long.
Contrast – when a question asks you to contrast something, you will need to show how two or more things are different, ensuring you indicate the relevance or the consequences. Generally, you are expected to write a response one or two paragraphs long.
Discuss – when a question asks you to discuss something, you are required to point out important issues or features, and express some form of critical judgement. Generally, you are expected to write a response one or two paragraphs long.
Describe – when a question asks you to describe something, you should state the most noticeable qualities or features. Generally, you are expected to write a response two or three sentences long.
Evaluate – when a question asks you to evaluate something, you should do so putting forward arguments for and against something. Generally, you are expected to write a response one or two paragraphs long.
Examine – when a question asks you to examine something, this is similar to “analyse”, where you should provide a detailed response with key points and features and provide critical analysis. Generally, you are expected to write a response one or two paragraphs long.
Explain – when a question asks you to explain something, you should make clear how or why something happened or the way it is. Generally, you are expected to write a response two or three sentences long.
Identify – when a question asks you to identify something, this means that you are asked to briefly describe the required information. Generally, you are expected to write a response two or three sentences long.
List – when a question asks you to list something, this means that you are asked to briefly state information in a list format.
Outline – when a question asks you to outline something, this means giving only the main points, Generally, you are expected to write a response a few sentences long.
Summarise – when a question asks you to summarise something, this means (like “outline”) only giving the main points. Generally, you are expected to write a response a few sentences long.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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Assessment Task 1 Instructions
Provide answers to all of the questions below:
1. Explain the key provisions of the Fair Work Act 2009.
2. Explain the key provisions of each of the following Acts:
· The Racial Discrimination Act 1975
· Sex Discrimination Act 1984
· Disability Discrimination Act 1992
3. Explain the purpose of the National Employment Standards and the 10 minimum entitlements.
4. Explain the use of modern awards in workplaces.
5. Identify at least two examples of modern awards using the Fair Work Ombudsman website. Write down the name of the award and the minimum wages under the award and minimum working hours.
6. Outline the purpose of an enterprise agreement and with which entity must the agreement be registered.
7. Outline minimum terms and conditions that must be included in an enterprise agreement.
8. Explain the process of performance management and the purpose of using performance management systems in the workplace.
9. Explain two types of performance management systems that can be used at work.
10. In what form must an employer provide an employee with notice of termination.
11. Under the Fair Work Act, what amount of notice must be given to employees who have worked for a company for less than one year.
12. List two types of employees to whom notice of termination would not need to be provided.
13. Under what circumstances is an employee entitled to redundancy pay.
14. Explain at least three circumstances that can constitute unfair dismissal.
15. Which circumstances must apply for the Fair Work Commission to determine that an employee has been unfairly dismissed.
16. Outline five ways of that staff can develop skills at work
17. As a manager, list three types of information that you could provide to staff to help them to develop their knowledge base.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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Assessment Task 1 Checklist
Student’s name:
Did the student provide a sufficient and clear answer that addresses the suggested answer for: Completed successfully Comments
Yes No
Question 1
Question 2
Question 3
Question 4
Question 5
Question 6
Question 7
Question 8
Question 9
Question 10
Question 11
Question 12
Question 13
Question 14
Question 15
Question 16
Question 17
Task Outcome: Satisfactory 0 Not Satisfactory 0
Assessor signature
Assessor name
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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BSBMGT502 Manage people performance Student Assessment Tasks
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
BSBMGT502 Manage people performance Student Assessment Tasks
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BSBMGT502 Manage people performance
Student Assessment Tasks
Assessment Task 2 Cover Sheet
Student Declaration
To be filled out and submitted with assessment responses
fl I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s).
fl I understand that if I If I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.
fl I have correctly referenced all resources and reference texts throughout these assessment tasks.
Assessor declaration
fl I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor name
Assessor signature
Date
Assessment outcome S NS DNS Resubmission Y N
Feedback
Student result response
fl My performance in this assessment task has been discussed and explained to me. fl I would like to appeal this assessment decision.
Student signature
Date
A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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Student Assessment Tasks
Assessment Task 2: Work allocation project
Task summary
This assessment task requires you in the role of Human Resources Manager of Boutique Build Australia, to meet with the Managing Director to discuss the company’s human resources priorities for the upcoming year and as documented in the company’s Strategic Business Plan. You will then need to develop a work plan for your team, as well as a risk assessment.
You will then need to meet your team to allocate the work based on the work plan you have developed, as well as use the opportunity to remind your team about their Code of Conduct responsibilities.
Required
· Boutique Build Strategic Plan
· Human Resources Action Plan Template
· Risk Management Plan Template
· Staff Code of Conduct
· Space for a meeting
· Role-play participants (Managing Director, Human Resources Support Officer and Learning and Development Officer)
Timing
The assessor will advise you of the due date of this submission. Write in the due date below as advised by your assessor:
Submit
· Completed action plan
· Completed risk management plan
Assessment criteria
Students must complete all of the activities listed and will be assessed against the assessment criteria included in the checklist included with this task.
Re-submission opportunities
Students will be provided feedback on their performance by their Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.
If any parts of the task are not satisfactorily completed your assessor will explain why and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Re-assessment attempt/ s will be arranged at a later time and date.
Students have the right to appeal the outcome of assessment decisions if they feel they have been dealt with unfairly or have other appropriate grounds for an appeal.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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Assessment Task 2 Instructions
Complete the following activities:
Boutique Build Australia Pty Ltd is a boutique building company based in Sydney that specialises in the design and build of high quality designer homes for the Sydney metropolitan and surrounding areas. The company has been operational for three years.
As the Human Resources Manager for the company, you are responsible for a small team of staff including the Human Resources Support Officer and the Learning and Development Coordinator. The Learning and Development Coordinator is a new appointment in place for the last two months.
As the Human Resources Manager, you are responsible for:
· Taking a key and at times leadership role in the development and implementation of generalist HR strategies, policies and projects.
· Identifying, designing and implementing general HR strategies and solutions to achieve agreed outcomes relating to: organisational design, organisational change, performance management, workforce and strategic planning and other generalist HR activities inclusive of effective negotiation and consultation with staff.
· Taking ownership of the HR results and outcomes.
· Providing high level, timely and professional advice to senior managers and staff, in interpreting and implementing human resource policy including: change management; HR planning; industrial relations; retention, performance management; workplace health; and organisation development and change.
· Delivering a high level of proactive and reactive support, management and advice to managers and staff in employee relations, encompassing, equal employment opportunity/diversity case management.
· Leading developing and motivating a small team.
· Contributing as a HR team member to develop and/or enhance policies, procedures and systems to support HR ‘best practice”.
· Representing and providing high level advice and support on internal and external forums and committees.
· Developing effective, collaborative relationships and networking with all internal clients and external stakeholders.
· Assisting the team to produce best practice learning aids and presentations
· Producing a quarterly review of people statistics and analysis for distribution to internal stakeholders
The Human Resources Support Officer is responsible for:
· Recruitment processes ensuring the needs of the business are met in addition to adherence to legislative and internal policy requirements. [ski]
· Delivery of inductions to new employees within the office meeting legislative compliance measures as well as equipping new employees with necessary orientation information. [ski]
· Management of WHS incident reporting identifying improvement processes to minimise repeat incidents. [ski]
· The facilitation of ergonomic assessments and report analysis resulting in recommendations for individual requirements. [ski]
· Liaison point for workers compensation claims between insurance company and staff. [ski]
· Implementation and maintenance of the Human Resources Information System. [ski]
· HR metrics and reporting. [ski][ski]
· Assistance to the HR Manager in strategic HR projects. [ski]
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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· HR administrative support including tasks such as maintenance of personnel files; maintenance of HR specific records on the share drive; reporting requirements relating to surveys and performance management cycles etc. ?
· Other duties as required. ?
The Learning and Development Coordinator is responsible for:
· Contribute to the delivery and evaluation of training and education programs to staff
· Contribute to the design and development of resource materials for use in the delivery of education and training materials for use in the delivery of training programs to staff
· Ensure that records are kept and maintained of all training activities
· Report to and cooperate with Human Resources Manager
· Ensure that all Policies and Procedures are implemented and complied with
The company also employs the following staff:
Managing Director, Operations Manager, Marketing and Sales Manager, Sales Consultants (4), Office Manager, Human Resources Manager, Construction Manager, Site Manager (2), Production Draftsperson (2), 6 Carpenters and a range of contract staff, including plumbers, electricians, tilers, painters and plasterers.
The workforce is predominantly male with the only four females employed (the Office Manager and the three Human Resources positions).
The company’s vision as stated in its Strategic Plan is to be the best boutique home builder in Australia. Its values are listed as quality, innovation, leadership, respect and honesty and reliability.
1. Consult on work to be allocated and resources available
Review the case study information above, as well as the Strategic Plan prior to attending attend a meeting with the Managing Director (your assessor). The purpose of the meeting will be to discuss the development of a work plan fro the year to ensure that operational objectives for 2016 – 2917 are met as outlined in the organisation’s Strategic Business Plan. Make notes on any questions that you have.
Participate in a meeting with the Managing Director (role-played by your assessor) to discuss and confirm your work for your team for the upcoming year.
The Managing Director will discuss the following information with you:
· Overall strategic goals
· Operational objectives
· Resources available
During the meeting, you will need to demonstrate effective communication skills including:
· Asking questions to identify required information
· Responding to questions as required
· Using active listening techniques to confirm information
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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2. Develop action plan
After the meeting, you will need to develop an action plan for the human resources team in the template provided to you by your assessor and based on the meeting discussion.
The plan you develop should take into account all of the information provided to you at the meeting and include:
· Actions (focused on achieving operational objectives)
· Priority
· Timelines
· Responsibilities (ensuring that task are allocated as appropriate to the staff member’s level of
responsibility and to maximize efficiency in terms of completing groups of similar actions)
· Performance indicators
You will also need to develop a risk assessment to assess the likelihood of negative events preventing the company in meeting the actions as specified in the work plan you have developed and the likely consequences of such events. Review the risk management plan document provided to you and complete the risk assessment table.
Send your completed work plan and risk assessment plan via email to your assessor.
3. Meet with the team to discuss the work plan and allocate tasks
The final part of the assessment requires you to meet with your work team to discuss the work plan, allocate tasks and confirm performance standards and work outputs as per your plan, as well as agree on performance indicators for tasks.
As you have also decided that this is a good opportunity to remind staff of Code of Conduct requirements, you should review the Code of Conduct provided to you ahead of the meeting so that you are able to explain key requirements to staff.
At the meeting:
· Provide an introduction to the meeting, including the purpose of the meeting.
· Provide a copy of the work plan.
· Explain that the work plan is based on the Strategic Business Plan objectives.
· Go through each of the actions, responsibilities, timelines and performance indicators.
· Explain the key themes of the Code of Conduct and employee responsibilities.
During the meeting, you will need to demonstrate the effective interpersonal and communication skills including:
· Team building techniques including clear explanation of goals and outcomes
· Asking questions and listening to responses to clarify understanding
· Active listening skills
· Respecting and acknowledging the views of others
· Non-verbal communication skills that encourage discussion and feedback, for example, nodding, smiling, eye contact.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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Assessment Task 2 Checklist
Student’s name:
Did the student: Completed successfully Comments
Yes No
Ask questions and confirm information provided during the meeting with the Managing Directors to identify work activities for human resources for 2016/2017 and the resources available?
Submit a completed work plan using the template provided and that includes:
o Actions
o Priority
o Time lines
o Responsibilities
o Performance indicators that all relate to the organisation’s operational objectives and discussion at the meeting?
Identify relevant risks and treatment measures and document in the risk management plan?
At the meeting with the team, explain the work plan to the team, including all actions, timelines, responsibilities and performance measures?
At the meeting, explain the organisation’s Code of Conduct?
Demonstrate effective communication skills including speaking clearly and concisely, questioning and active listening?
Task Outcome: Satisfactory 0 Not Satisfactory 0
Assessor signature
Assessor name
Date
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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Assessment Task 3 Cover Sheet
Student Declaration
To be filled out and submitted with assessment responses
fl I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s).
fl I understand that if I If I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.
fl I have correctly referenced all resources and reference texts throughout these assessment tasks.
Assessor declaration
fl I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor name
Assessor signature
Date
Assessment outcome S NS DNS Resubmission Y N
Feedback
Student result response
fl My performance in this assessment task has been discussed and explained to me. fl I would like to appeal this assessment decision.
Student signature
Date
A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
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Assessment Task 3: Performance management system project
Task summary
This assessment task requires you to develop a policy and procedure for performance management for Boutique Build Australia. While the organisation currently has a performance management policy, it is outdated and needs revising. The Managing Director has asked you to create a completely new performance management policy and procedure. He would like performance reviews to be conducted twice a year.
Following this you are also required to conduct a 30-minute training session for Boutique Build Australia managers on the new performance management policy and procedure.
Required
· Computer and Microsoft Office (including Power Point software)
· Access to the internet for research
· Space for presentation
· Projector for power points
Timing
The assessor will advise you of the due date of this submission. Write in the due date below as advised by your assessor:
Submit
· Performance management policy and procedure
· PowerPoint presentation, including notes
Assessment criteria
Students must complete all of the activities listed and will be assessed against the assessment criteria included in the checklist included with this task.
Re-submission opportunities
Students will be provided feedback on their performance by their Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.
If any parts of the task are not satisfactorily completed your assessor will explain why and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Re-assessment attempt/ s will be arranged at a later time and date.
Students have the right to appeal the outcome of assessment decisions if they feel they have been dealt with unfairly or have other appropriate grounds for an appeal.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
BSBMGT502 Manage people performance Student Assessment Tasks
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BSBMGT502 Manage people performance
Student Assessment Tasks
Assessment Task 3 Instructions
Complete the following activities:
1. Develop a performance management policy and procedure
Conduct research by identifying and reviewing a range of performance management policies and procedures from other organisations.
Then develop a performance management policy and procedure for Boutique Build Australia that addresses all of the following:
· Purpose of the policy
· To whom the policy applies
· Number of times a year that a performance review is to occur for each employee.
· Summary of purpose of performance reviews
· Simple step-by-step procedure for organizing and conducting the performance review meeting.
· Templates used to record performance
· Identifying performance gaps and providing feedback
The policy and procedure must be written in your own words and be clear and concise. As a guide your policy and procedure should be approximately 2 pages.
When you have completed the policy and procedure, send it via email to your assessor.
2. Develop and conduct a training session
The next part of this assessment requires you to prepare a training session for your manager. You will address the key points in the new performance management processes you developed in the previous activity.
Prepare for the training session by developing a PowerPoint presentation, including notes within your slides to assist you in conducting the session. You should prepare a minimum of 8 Power Point slides that include visuals and images to add interest.
You will also need to research effective communication skills for Managers for use in conducting performance reviews.
3. Conduct the training session.
Now conduct the training session as per your preparation, provide the opportunity for questions and feedback.
You will need to demonstrate effective communication skills including:
· Speaking clearly and concisely
· Maintaining eye contact with the audience
· Responding to questions
· Using active listening techniques to confirm understanding
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
BSBMGT502 Manage people performance Student Assessment Tasks
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BSBMGT502 Manage people performance
Student Assessment Tasks
Assessment Task 3 Checklist
Student’s name:
Did the student: Completed successfully Comments
Yes No
Develop a performance management policy and procedure that addresses all of the following?
· Purpose of the policy
· To whom the policy applies
· Number of times a year that a performance review is to occur for each employee.
· Summary of purpose of performance reviews
· Simple step-by-step procedure for organizing and conducting the performance review meeting.
· Templates used to record performance
· Identifying performance gaps and providing feedback
Develop and provide a training session on the performance management policy and procedure and communication skills required for performance review?
Demonstrate effective communications skills including:
· Speaking clearly and concisely?
· Maintaining eye contact with the audience?
· Responding to questions?
· Using active listening techniques to confirm understanding?
Task Outcome: Satisfactory 0 Not Satisfactory 0
Assessor signature
Assessor name
Date
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
BSBMGT502 Manage people performance Student Assessment Tasks
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BSBMGT502 Manage people performance
Student Assessment Tasks
Assessment Task 4 Cover Sheet
Student Declaration
To be filled out and submitted with assessment responses
fl I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s).
fl I understand that if I If I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.
fl I have correctly referenced all resources and reference texts throughout these assessment tasks.
Assessor declaration
fl I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor name
Assessor signature
Date
Assessment outcome S NS DNS Resubmission Y N
Feedback
Student result response
fl My performance in this assessment task has been discussed and explained to me. fl I would like to appeal this assessment decision.
Student signature
Date
A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
BSBMGT502 Manage people performance Student Assessment Tasks
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BSBMGT502 Manage people performance
Student Assessment Tasks
Assessment Task 4: Managing performance project
Task summary
This assessment task requires you to prepare for and participate in two role-plays.
In the first role-play, you are required to provide information feedback to a staff member about their workplace performance.
In the second role-play, you are required to conduct a formal performance review for the same staff member.
Required
· Computer and Microsoft Office
· Access to the internet for research
· Performance Review Guidance
· Performance Agreement Template
· Meeting space
Timing
The assessor will advise you of the due date of this submission. Write in the due date below as advised by your assessor:
Submit
· Email to Jamie
· Completed performance agreement
Assessment criteria
Students must complete all of the activities listed and will be assessed against the assessment criteria included in the checklist included with this task.
Re-submission opportunities
Students will be provided feedback on their performance by their Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.
If any parts of the task are not satisfactorily completed your assessor will explain why and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Re-assessment attempt/ s will be arranged at a later time and date.
Students have the right to appeal the outcome of assessment decisions if they feel they have been dealt with unfairly or have other appropriate grounds for an appeal.
Students are encouraged to consult with their assessor prior to attempting this task if they do not understand any part of this task or if they have any learning issues/ needs that may hinder them when attempting any part of the assessment.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
BSBMGT502 Manage people performance Student Assessment Tasks
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BSBMGT502 Manage people performance
Student Assessment Tasks
Assessment Task 4 Instructions
Complete the following activities: Role-play A:
Jamie is the learning and development officer at Boutique Build Australia. Jamie has been with the company for two months and so far has shown that she is hard working and responsible. Up until this point, Jamie has mainly been delivering training and education to staff, as well as organising professional development. Jamie has recently been allocated a task to develop an new health and safety manual for staff. Jamie has developed the first chapter of the manual and has provided it to you for review. The content seems okay, but Jamie’s writing style is confused and difficult to understand.
As Jamie’s supervisor, you need to meet with her to provide feedback on her work, expected performance, and provide some coaching.
Complete the following activities:
4. Prepare for the meeting with Jamie
To prepare for the meeting with Jamie you are required to:
· Research the STAR model of giving feedback and develop and practice a script that you can use at the meeting with Jamie. Your script should also include positive comments on Jamie’s performance to date. You will not be required to submit your script and you should talk without referring to the script at the assessment.
· Research ways of improving writing style and make notes on at least five tips to talk through at the meeting with Jamie.
5. Meet with Jamie
At the meeting with Jamie, provide positive feedback on Jamie’s performance to date and then using the STAR model of feedback to outline the areas where improvement is required as per the script you have developed.
Talk through the five tips you have identified to improve writing style. During the role-play demonstrate effective communication skills, including:
· Speaking clearly and concisely
· Responding to questions
· Using active listening techniques to confirm understanding.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E BSBMGT502 Manage people performance Student Assessment Tasks
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BSBMGT502 Manage people performance
Student Assessment Tasks
Role play B:
Assume is now six months later and it is time for Jamie’s performance review,
Conduct a performance review with Jamie using the information provided by your assessor and following the procedure below:
· Send an email to Jamie informing of her of the date and time of the performance review and explaining the performance review template that will be used. Attach a copy to the email.
· Conduct the performance review in a maximum time of 30 minutes.
· Use effective communication skills for performance management.
Your assessor will role-play Jamie during the performance review.
6. Prepare for the meeting with Jamie
To prepare for the meeting with Jamie you are required to:
· Review the performance review information provided to you so that you are able to go through each aspect of Jamie’s performance at the performance review meeting.
· Research potential learning and development opportunities for Jamie based on the performance assessment information provided to you. You will discuss these at the performance review.
· Develop and practice a script to use at the performance review meeting with Jamie. Ensure you review all the information as per activity 2 so that you can prepare your script accordingly.
· Send an email to Jamie advising of the performance review as per the procedure above.
7. Conduct the meeting with Jamie
At the performance review you will be required to:
· Explain the purpose of the performance review.
· Discuss your rating of Jamie’s work against each item in the checklist.
· Ensure you emphasise areas where Jamie has done well and others where improvement is required.
· Respond to any questions.
In consultation with Jamie, agree on areas of improvement and indicate that a learning and development plan will be documented. Make notes for inclusion in the performance review template.
During the performance review, use the effective communication skills for performance management that you identified in Assessment Task 3.
8. Document performance review agreement
Following the performance review, document the performance review in the performance review template.
When you have completed the document, email a copy of the performance review template to your assessor in the role of Jamie, indicating that this is the documented version of Jamie’s performance review.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
BSBMGT502 Manage people performance Student Assessment Tasks
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BSBMGT502 Manage people performance
Student Assessment Tasks
Assessment Task 4 Checklist
Student’s name:
Did the student: Completed successfully Comments
Yes No
Role-play A:
At the meeting, provide positive feedback?
At the meeting, provide feedback on performance where improvement is needed using the STAR model?
Provide coaching to improve writing style by outlining five writing style tips?
During the role-play demonstrate effective communication skills, including:
· Speaking clearly and concisely
· Responding to questions
· Using active listening techniques to confirm understanding?
Role-play B:
Demonstrate the ability to prepare for performance management according to procedures by sending an email to Jamie advising of:
· Time and date of performance review?
· Duration of performance review?
· Template that will be used?
Conduct performance review including:
· Explain the purpose of the performance review?
· Discus Jamie’s work against each item in checklist?
· Emphasise areas where Jamie has done well and others where improvement is required?
· Respond to any questions?
· In consultation with Jamie, agree on areas of improvement and indicate that a learning and development plan will be documented?
· Use effective communication skills?
Document performance as discussed at the performance review meeting in the performance review template?
Task Outcome: Satisfactory 0 Not Satisfactory 0
Assessor signature
Assessor name
Date
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
BSBMGT502 Manage people performance Student Assessment Tasks
Version : 2.0 Last Updated : 07 May 2018 Next Update: 07 May 2019 Page 27 of 34
BSBMGT502 Manage people performance
Student Assessment Tasks
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
BSBMGT502 Manage people performance Student Assessment Tasks
Version : 2.0 Last Updated : 07 May 2018 Next Update: 07 May 2019 Page 28 of 34
BSBMGT502 Manage people performance
Student Assessment Tasks
Assessment Task 5 Cover Sheet
Student Declaration
To be filled out and submitted with assessment responses
fl I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s).
fl I understand that if I If I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.
fl I have correctly referenced all resources and reference texts throughout these assessment tasks.
Assessor declaration
fl I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor name
Assessor signature
Date
Assessment outcome S NS DNS Resubmission Y N
Feedback
Student result response
fl My performance in this assessment task has been discussed and explained to me. fl I would like to appeal this assessment decision.
Student signature
Date
A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
BSBMGT502 Manage people performance Student Assessment Tasks
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BSBMGT502 Manage people performance
Student Assessment Tasks
Assessment Task 5: Disciplinary and termination project
Task summary
This assessment task requires you to prepare for and participate in a role-play to provide formal feedback to a staff member, Janice about ongoing poor work performance.
You will also be required to provide a formal report to your Manager recommending that Janice’s employment be terminated.
Required
· Computer and Microsoft Office
· Access to the internet for research
· Space for a meeting
Timing
The assessor will advise you of the due date of this submission. Write in the due date below as advised by your assessor:
Submit
· Emails to assessor
· Termination letter
· Summary of the termination procedure
Assessment criteria
Students must complete all of the activities listed and will be assessed against the assessment criteria included in the checklist included with this task.
Re-submission opportunities
Students will be provided feedback on their performance by their Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.
If any parts of the task are not satisfactorily completed your assessor will explain why and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Re-assessment attempt/ s will be arranged at a later time and date.
Students have the right to appeal the outcome of assessment decisions if they feel they have been dealt with unfairly or have other appropriate grounds for an appeal.
Students are encouraged to consult with their assessor prior to attempting this task if they do not understand any part of this task or if they have any learning issues/ needs that may hinder them when attempting any part of the assessment.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
BSBMGT502 Manage people performance Student Assessment Tasks
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BSBMGT502 Manage people performance
Student Assessment Tasks
Assessment Task 5 Instructions
Carefully read the following:
Janice is a new Administration Assistant at Boutique Build Australia. She has been with the company for 3 months. Janice’s work is of consistently high standard but she is also consistently late for work.
You have mentioned this to Janice informally, but her punctuality hasn’t improved. The situation is also impacting client’s calls, as Janice is not there to answer the phone, which is a key part of her job duties. Now you need to formally meet with Janice to discuss the situation.
Janice’s official start time is 9 am and finish time 5.30 with 30 minutes for lunch. In the last week Janice has arrived at work at the following times:
· Monday: 9.05 am
· Tuesday: 9.25 am
· Wednesday: 9.20 am
· Thursday: 9.10 am
· Friday: 9.30 pm
Janice has also been offered access to a counsellor with whom the company has an ongoing arrangement. As far as you know, she hasn’t accessed this service.
Now complete the following activities:
1. Prepare for meeting
This assessment task requires you to assume the role of the Human Resources Manager and provide formal feedback to Janice (role-played by your assessor) about her ongoing poor work performance and to offer counselling and support.
Before you commence this assessment, read the following guide about managing underperformance. You will be assessed on your demonstration of the skill referred to under Step 3 key points for employers to remember.
http://www.fairwork.gov.au/about-us/policies-and-guides/best-practice-guides/managing-underperformance
Send an email to your assessor (as though they are Janice) requesting her to attend a meeting with you to discuss her work. Include a date and time for the meeting.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
BSBMGT502 Manage people performance Student Assessment Tasks
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BSBMGT502 Manage people performance
Student Assessment Tasks
2. Conduct the meeting
Conduct the meeting with Janice (with your assessor playing the role of Janice), explaining to her what the problem is, why it is a problem, how it impacts on the workplace and why there is a concern.
At the meeting you must:
· Explain the purpose of the meeting
· Explain to Janice what the problem is
· Explain how this behaviour impacts on the workplace and why it is a concern. Ensure that you focus on the issue not the person.
· Demonstrate your interpersonal and communication skills by:
o Keeping your communication clear and simple
o Listening to Janice and confirming and clarifying information shared
o Asking questions to confirm information
o Emphasizing Janice’s strengths as per the scenario information
· Offer support as required, including accessing company support services.
· Confirm that Janice needs to meet her contractual requirements.
Following the meeting, send a follow up email to Janice within 1 day of the meeting, summarising the meeting and the required actions. You must meet this timeline in order to demonstrate that you are able to meet timelines.
Carefully read the following:
Despite your informal feedback to Janice about her ongoing lateness, Janice’s work arrival times have not improved. In accordance with workplace procedures, you have discussed the situation with the Managing Director and had one further meeting with Janice to remind her of the requirement to arrive at work on time.
The decision has been made to terminate Janice’s employment
3. Prepare and provide a termination letter
· Research the Fair Work Ombudsman web site for guidance on termination and to assist in developing a suitable letter of termination.
· In accordance with your research, develop a written letter to Janice informing her that her employment has been terminated.
· Send the letter to your assessor, as well as a summary of the procedure that you would take to terminate an employee based on your research.
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
BSBMGT502 Manage people performance Student Assessment Tasks
Version : 2.0 Last Updated : 07 May 2018 Next Update: 07 May 2019 Page 32 of 34
BSBMGT502 Manage people performance
Student Assessment Tasks
Assessment Task 5 Checklist
Student’s name:
Did the student: Completed successfully Comments
Yes No
At the meeting with Janice:
· Explain the purpose of the meeting
· Outline the poor performance
· Explain how behaviour impacts on the workplace and why it is a concern, focussing on the issue not the person?
Demonstrate interpersonal and communication skills by:
· Keeping your communication clear and simple?
· Listening, confirming and clarifying information shared?
· Asking questions to confirm information?
· Emphasising Janice’s strengths?
Provide guidance and support, including discussing relevant actions required to achieve required performance?
Advise Janice of the company’s counselling services?
At the meeting, confirm that Janice needs to meet her contractual requirements?
Communicate the outcomes of the meeting in writing, including:
· Information about achievement of work responsibilities
· Agreed outcomes
· Within one day of the meeting?
Demonstrate ability to meet timelines by communicating the outcomes of meeting in writing, within one day of the meeting?
Develop a termination letter that is developed in accordance with advice on the Fair Work Ombudsman site?
Outline termination procedure as per Fair Work Ombudsman?
Task Outcome: Satisfactory 0 Not Satisfactory 0
Assessor signature
Assessor name
Date
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
BSBMGT502 Manage people performance Student Assessment Tasks
Version : 2.0 Last Updated : 07 May 2018 Next Update: 07 May 2019 Page 33 of 34
BSBMGT502 Manage people performance
Student Assessment Tasks
Australian Training School trading as Southern Academy of Business and Technology
Level 1 and 4 Bathurst Street Sydney NSW 2000 | Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
BSBMGT502 Manage people performance Student Assessment Tasks
Version : 2.0 Last Updated : 07 May 2018 Next Update: 07 May 2019 Page 34 of 34

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