[PROJECT MANAGEMENT PLAN FOR FERNWOOD PHARMACY]

The assignment provided is a comprehensive report on the project management plan for Fernwood Pharmacy. It includes details of a meeting to be held at Fernwood Pharmacy on June 10, 2017, at 10:00 AM, which will cover various sessions such as opening and welcome by the chairperson, introduction of participants, discussion of agenda, and review of participant knowledge and skills. The report also mentions that being a team leader is challenging and complex, requiring effective communication with team members, managing project goals on time, and overcoming customer satisfaction survey issues.

Assessment 2 Project Review
Unit code and title:
BSBLDR403 – Lead team effectiveness
Assessment Task 2 Project Review
Assessment conditions Assessment modality
Satisfactory rate – If this is not achieved the client
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
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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 client 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 client’s manager/supervisor in this project.
Clients 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 clients 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 client.
Clients 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 client must demonstrate formal
thinking techniques, seek input from others and
conduct training/coaching/mentoring sessions to
address issues identified in their training planners.
The client 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.
Clients 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.

BSBLDR403 – Lead team effectiveness
Assessment 2 Team Project Review
The client is also required to prepare a written
project progress report, including their reflections,
and submit minutes of the meeting to you, the
assessor.
Clients 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.
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Planning the assessment
Recommended date for assessment: During
Session 5.
Time required for assessment may vary as
required by individual work teams.
The client 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
client:
 initial meeting to approve (as
management) the client’s project choice
A project progress presentation.
A 15-minute informal interview in which the client
reports on their team’s progress mid-way through
implementation of the project.
You should give the client the opportunity to
inform you of any unresolved issues related to the
team.
You may then give the client appropriate advice
on how to deal with the issue (for example,
mentoring or coaching) and the client should in
turn communicate this back to the team.
It is important to provide feedback to the client
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

BSBLDR403 – Lead team effectiveness
Assessment 2 Team Project Review
Client 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: Client Information Handbook (5) & Client Assessment Policy
and Procedure
Client Declaration
I, ……………………………………………… (Client
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.
Client Comments:
Ref: Client Information Handbook (5.6)
Client Signature:
If you are completing this form electronically, please type your name as
an acceptable form of your signature.
Date:
Assessment Result (tick √):  Satisfactory
 Unsatisfactory
 Resubmit
Ref: Client 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 √): 
Yes
Date entered:
By whom:
Results are entered into the electronic Results Sheet
Assessor Feedback and Comments to Client:
Assessor Name (printed): Date received:
Assessor Signature (signed):
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Ref: Trainer and Assessor requirements as listed in the Sessional
Trainers and Assessors Policy and the Policy – Guidelines for
Planning and Conducting VET Assessment & Client Assessments
Policy.

BSBLDR403 – Lead team effectiveness
Assessment 2 Team Project Review
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.
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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.

BSBLDR403 – Lead team effectiveness
Assessment 2 Team Project Review
Client 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.ht
m>)
○ 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.
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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).

BSBLDR403 – Lead team effectiveness
Assessment 2 Team Project Review
Appendix 1: Team meeting minutes template
Date: 1 July 2018............................................................................... Time: 1.00 pm
Attended by: leaders, managers and all other employees.
Apologies:
To:
Cc:
Item/Issue Outcome/action When Who
Time issue Due to issues in timing, there
is delay in work, employees
become lethargic, poor
punctuality, wasting of time
and in efficient flow of work
and many other issues which
are causing serious
problems in conducting
survey for customer
satisfaction.
While
working.
Employee
s of the
company.
Leadership issue In conducting survey for
customer satisfaction
there arise leadership
issue there is lack of
accountability, lack of
alignment, as well as gap
of communication in
increasing in between
strategies and execution.
While
working.
Employee
s as well
as leaders
and
managers
of the
company.
Absenteeism issue In conducting survey for
customer satisfaction
there arise absenteeism
issue which results in lack
of proper information.
While
working.
Employee
s of the
company.
Communication gap While conducting survey
of customer satisfaction
there are issue arising is
communication gap is
causing, serious hazards
to the functions and
operation of company. It
also causes,
mismanagement of work,
poor performance, lack of
teamwork and it creates
conflicts.
While
working.
Employee
s as well
as leaders
and
managers
of the
company.
Resistance of
customers in
This is also one of the
biggest issue that
While
working.
Employee
s as well
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participation customers are not
interested to participate in
survey. Researcher has to
put more efforts to collect
information.
as leaders
and
managers
of the
company.

BSBLDR403 – Lead team effectiveness
Assessment 2 Team Project Review
Appendix 2: Meeting agenda template
Team meeting
Meeting title: Progress Meeting
Venue- Fernwood Pharmacy
Time- 10:00 am
Date- 10 June 2018
Duration: 5 sessions
Agenda
No. Time Item Responsible
1. 10:00:00 Opening/Welcome Chairperson
2. 10:15:00 Opening Speech Chairperson
3. 10:35:00 Introduction of
Participants.
Chairperson
4. 11:05:00 Discussing the
agenda
Chairperson,
Managers of company
and other participants.
5. 11:30:00 Taking Reviews of all
participant in meeting.
Chairperson
6. 12:15:00 Discussing issues
which occurs while
achieving the
objectives.
Chairperson,
Managers of company
and other participants.
7. 12:45:00 Ways to overcome
the issues.
Chairperson,
Managers of company
and other participants.
8. 01:30:00 Adjournment/Next
Meeting
Chairperson
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Appendix 3: Issues log template
Date Task Issue Corrective action taken
10/06/18 Identify project
topic and objectives
Communication
gap, Leadership
issue.
In order to resolve this
issue, Researcher had
taken action to solve
communication and
leadership issues which
hinders the project in
identifying the topic and
objective to employees
specifically.
15/06/18 Review of project
objectives
Communication gap
and time issue.
In order to resolve the
issue, Researcher had
taken action to manage
the time for completion
for project as well as set
a dead line and make
use of the best
communication channels.
20/06/18 Drafting the
strategies and plans
Absenteeism issue
and communication
gap.
In order to resolve the
issue, Researcher had
taken action to reduce
and control the
absenteeism of
employees and
communicated the
strategies and plans in
much effective way by
used of systematic and
proper channel of
communication.
25/06/18 Complete Proposal
of project
Leadership issue. In order to resolve the
issue, Researcher had
taken action to improve
the leadership
techniques and methods
which resulted in early
completion of proposal of
project.
30/06/18 Design question
and market
research
Time issue and
leadership issue.
In order to resolve the
issue, Researcher had
taken action to solve and
manage the time while
completing the project.
Leadership style should
also be improved so that
market research and
designing of question

BSBLDR403 – Lead team effectiveness
Assessment 2 Team Project Review
become attractive.
05/07/18 Documentation of
records
Time issue and
communication
issue.
In order to solve this
issue, Researcher had
taken strict action on
providing documents on
time and communicate in
most effective way.
10/07/18 Analysing data and
information
Leadership issue. In order to solve the
issue, Researcher had
taken action to use the
best leadership style.
18/07/18 Discussion,
meetings and
project
implementation
Communication
issue, time issue
and leadership
issue.
In discussion, meeting
and implementation of
project, Researcher had
taken action to have
effective communication.
Style and it would be in
time, there would no
wastage of time.
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Appendix 4: Project progress/status report template

BSBLDR403 – Lead team effectiveness
Assessment 2 Team Project Review
Project title: Workplace Project
Project manager: Andrew Jones
Progress report Report no.
RAG Status*: RED / AMBER / GREEN
Tasks, milestones, deliverables
achieved this period
Completion dates
Task, milestone,
deliverable
Comments Scheduled Actual
Conducting customer
Survey
Carrying out
customer satisfaction
survey is first
milestone of the
project.
10/06/18 10/06/18
Collection and Analysis
of Data
It requires urgent
attention as project
can be delayed
during collecting and
analysing of data
15/08/18 15/08/18
Documentation of
collected data
It is the last stage of
project where
evaluation of project
will be made and
documented in
appropriate manner.
30/09/18 30/09/18
Major risks and issues
Risk/issue Impact Action
taken/management
strategy
Confidentiality and
privacy risk
3 Management did not
disclosed the name
and personal detail of
customers and it has
been secured in
encrypted device.
Lack of funds 4 Contacted client about
the budget. If more
budget will be require
client will provide it as
per the discussion.
Lack of employees 2 Management hired
external surveyors who
are expert in carrying
out customer
satisfaction survey.
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Recommendations and requests
 It is recommended to the team leader to provide precise training to the team
members of the project so that project can accomplish its goals and
objectives.
 It is further recommended to the team leader to articulate project
management plan and other plan associated with the proejct during team
meeting.
 For any transformation it is recommended to team leader of project to contact
client organisation.
Tasks, milestones, outcomes scheduled
for next period
Completion dates
Tasks, milestones,
outcomes
Comments Scheduled Forecast
Conducting customer
Survey
Carrying out
customer satisfaction
survey is first
milestone of the
project.
10/06/19 10/06/19
Collection and Analysis
of Data
It requires urgent
attention as project
can be delayed
during collecting and
analysing of data
15/08/19 15/08/19
Documentation of
collected data
It is the last stage of
project where
evaluation of project
will be made and
documented in
appropriate manner.
30/09/19 30/09/19
* 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%).
Part C Written progress report:
The meeting is organising at Fernwood Pharmacy on 10 June 2017 at 10 AM in
which 5 sessions will be covered effectively. The progress meeting will cover opening
and welcome of chairperson at 10 Am. Opening speech by chairperson will start from
10:15 Am. The introduction of participants will be starts from 10:35 which will be
given by the chairperson effectively. The agenda will be discussed by Chairperson,
Managers of company and other participants at 11:05 towards customer satisfaction
survey. Chairperson will take reviews of all participant in meeting in order to assess
knowledge and skills at 11:30. Chairperson, Managers of company and other
participants will discuss issues which occurs while achieving the objectives and goals
of the company at 12:15 effectively and efficiently. The meeting towards progression
will include different ways from which the business can overcome customer