Lead and Manage Team Effectiveness | BSBWOR502

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Assessment
Lead and manage team effectiveness
BSBWOR502
Author name:
5/14/2019

BSBMGT502 Manage people performance
Assessment Task 1- Performance plan
Please see the attached photo “Assessment task 1 - procedure and guideline – page 1”
“Assessment task 1 – procedure and guideline – page 2”
1. Develop a draft project proposal: Read the information in scenario carefully and prepare a draft
project proposal with following information:
a. Project objectives, outcomes and KPI’s
b. Individual and team goals
c. Strategies, policies and procedures to ensure team members understand their job role.
d. Processes to address and resolve performance issues
e. Performance plans with KPIs
f. Group dynamics to support or hinder team performance
g. Strategies to support team cohesion, participation and performance
h. Strategies for gaining consensus
2. Role play (Consultation meeting):
3. Obtain approval: Once you have consulted your proposal with the team members, email your draft
project proposal to your assessor for approval.
Submit a detailed project proposal (Appendix A) that includes all relevant information listed in procedure
(1 a-h) (approx. 2500 words)
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BSBMGT502 Manage people performance
Templates
Project proposal (consider the information provided to you in the scenario)
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BSBMGT502 Manage people performance
Description of
project The project pertains to the recruitment of a sales team at Wollongong
store. This is in view of the declining condition of the current sales
report presented by the Finance manager. Supervision from Jason and
Mary would be assistance in terms of completing the project related
activities efficiently and effectively. This is with due consideration of the
mission of providing quality products and achieving customer
satisfaction, which helps in standardization of the business to the
standards of emerging as a market leader in the threshold of Australia.
Stakeholders
The stakeholders of Australian Hardware are :
 Employees
 Customers
 Distributors and suppliers
 Government agencies
 Shareholders

Key results
areas
 Sales revenue and profit margin
 Market share
 Operational costs
 Quality management
 Corporate social responsibility
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BSBMGT502 Manage people performance
Recommended
method
Adopting strategies and frameworks would be effective in terms of
systematizing the project related activities. Assessment of the
developed strategies through the three levels of corporate, business
and functional would assist in mapping the values and benefits and
harms, which can be achieved for enhancing the profitability. Audits,
review and evaluation is apt in terms of measuring the feasibility of the
strategies in the competitive ambience of the market.
Goal/KPIs Goals:
 To conduct Quality Control tests
 To increase the foot traffic in accordance to the revenue earned
from the store operations each day
 Adopt social media marketing for enhancing the trafficking of
the audience
 Establish contact with the trade union members for controlling
the financial instabilities of high exchange rates, fluctuation in
the prices of the raw materials and others
Costs Adopting premium pricing strategy would be helpful in terms of
generating long term profits through the consideration of the customer
needs. Mention can be made of the comparison with the competitor
price, which would be effective in terms of measuring the effective in
accordance to the identified and specified requirements of the
achieving financial stability.
Expected
Outcomes Revising the selection and recruitment policies of the sales team would
lead to diversification in the operations. Moreover, it would act
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BSBMGT502 Manage people performance
assistance in terms of expanding the scope and arena of the workforce
base. Along with this, improvising on the recruitment in the sales team
would be crucial for enhancing the standards and quality of
performance in the marketing operations.
Sustainability Sustainability issues in this context would be global development
agenda. Revising the selection and recruitment policies for the
personnel in the store would be effective in terms of standardizing the
operations according to the specified requirements. Consideration of
technological support would be apt for the diversifying the scope and
arena of the business. Typical evidence of this lies in offshore
marketing, which would be fruitful for seeking an insight into the
prospective clients, who would contribute in increasing the sales
revenue and the profit margin.
Approved by
CEO
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Gap analysis/skills matrix
Identify the core skills and knowledge requirements for your project and see where Jason and Mary
stand.
Core skills and knowledge requirements
Team member
Jason Mary
Communication
Leadership
Team management
Negotiation
Self-awareness
Risk management
Legend:
Untrained
Team member has no training
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BSBMGT502 Manage people performance
Learner
Team member cannot perform task independently
Practitioner
Team member can perform task independently with supervision
Operator
Team member can perform task independently
Coach
Team member can train others to perform task
Individual Performance management plan (One for each team member)
Team Member
Jason
Team Leader
-
Review Period
15th May 2019 to 15th
June 2019
Skills to be
developed How skills are to be developed By
When? Completed
Self-awareness Personality tests, SWOT analysis 15th June 
Operating the project
related activities within the
specified time
Assigning time limits to the tasks, scoring the
performance on the basis of the time taken
15 June 
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BSBMGT502 Manage people performance
Team leader’s comments
Personality tests and self SWOT analysis proved
beneficial for Jason to gain an insight into the
justification regarding the displayed outcomes. In
case of the time management, Jason
encountered difficulties at the initial stage,
however, regular practice helped him to gain
perfection in performing the activities according
to the requirements.
Signature:_____________
Date: ___
Staff member’s comments
I am thankful to my team leader for providing
support regarding improvising on the approaches
towards performing the duties and
responsibilities. Personality tests and self SWOT
analysis proved beneficial in enhancing the
awareness about the areas, where I need to
make modifications.
Signature
Date
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Performance management plan
Team Member
Mary
Team Leader Review Period
15th April 2019 to 15th
May 2019
Skills to be
developed How skills are to be developed By
When? Completed
Leadership Assign the tasks of supervising others’
performance
14th May Not
completed
Risk management Training about the risk assessment and
management methods
13th May Completed
Team leader’s comments
Mary seemed to be a fast learner in terms of
grasping the leadership skills, competencies and
abilities. The tasks, which was assigned to her,
was completed properly according to the
requirements. In case of the risk management,
she grasped the methods very quickly. I liked her
approach.
Signature
Date
Staff member’s comments
At the initial stage, I was able to conduct the
activities according to the identified and the
specified requirements. The team leader was
supportive enough for clarifying the doubts, which
I encountered at the time of making my
performance.
Signature
Date
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BSBMGT502 Manage people performance
Assessment task 2
Please see the attached photo “Assessment task 2 - procedure and guideline – page 1”
“Assessment task 2 – procedure and guideline – page 2”
Based on your project in assessment task 1, you now need to lead your team to achieve goals developed
in a previous assessment. You must participate in a role play to demonstrate your leadership skills &
management techniques and strategies to facilitate team cohesion and work outcomes.
Procedure
Using the project proposal you have prepared and work to be assigned to you and your team members,
prepare to implement your strategies by supporting the team members in meeting expected performance
outcomes.
1. Participate in a project implementation meeting role play and ensure that you:
a. Provide feedback to team members to encourage, value and reward individual and team
efforts and contributions.
b. Encourage team members and individuals to participate in and to take responsibility for
team activities, including communication processes.
Instructions:
Allowed timeframe for role play: 10 minutes
Your assessor will provide you with further information about role play setting and specific
timings.
2. Develop a written report to explaining how group dynamics will support team performance and
also outline strategies that can support team cohesion, participation and performance
Specifications
You must submit a valid, sufficient and authentic evidence to achieve a satisfactory outcome in this
assessment task:
Role Play evidence:
1. Agenda and minutes of project meeting.
2. Email your minutes of meeting to the attendees and your manager (your assessor) for approval
3. A written report (500 words)
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Project Action plan: (Based on scenario provided in Assessment 1)
Project objective:
 To conduct Quality Control tests
 To increase the foot traffic in accordance to the revenue earned from the store
operations each day
 Adopt social media marketing for enhancing the trafficking of the audience
 Establish contact with the trade union members for controlling the financial
instabilities of high exchange rates, fluctuation in the prices of the raw
materials and others
Project Specifications: Revising the recruitment policies and strategies in the marketing and sales
department
What to do? How to do? Who will do? When to do?
Quality control Involving the Quality Assurance
experts
Board of Directors
and Managers
20th April
Sales forecasting Consideration of the supply and
demand of the store products
and services
Sales and
marketing team
25th April
Creating websites and e-
commerce platforms
Partnership and alliance with the
website developers
Sales and
marketing team
28th April
Meetings and sessions
with the trade union
members
Discussing the issues with the
trade union members
Managers 30th April
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Meeting Minutes - Template
Meeting Purpose: Revision of the recruitment policies and strategies in the Sales Team
Date: 1st May Time:10:00 AM
Attendance: Employees
Apologies: Lack of adequate time and financial constraints
Key Issues discussed Summary of Discussion Actions Planned &
Responsibilities assigned
Quality Control and Assurance Hiring the Quality experts would
be beneficial for conducting the
quality assurance tests and
control examinations for the
store products
 Verifying the skills,
expertise and
knowledge of the
Quality experts
 Keeping the relevant
documents and papers
ready
 Issuing the quality
assurance certificates
Increase in the sales revenue
from the day’s operation in the
stores
Synthesizing the supply and
demand of the store products
would help in making estimates
about the direction of sales in
future financial years
 Analysis and
assessment of the
reports from the head
of the Marketing and
Sales Managers
regarding the revenues
and supplies of store
Creation of websites and e-
commerce platforms
Discussions with the website
developers would be helpful for
establishing contact with the
clients and the customers
 Contacting the website
developers
 Assessing their skills,
abilities and
competencies of the
website developers
 Testing the websites by
launching the
advertisements
Meetings with the trade union
members
Meetings with the trade union
members seemed beneficial for
gaining an insight into the ways
and means for effective
handling of the financial
instabilities
 Arranging meetings
with the trade union
members
 Verification and
assessment of the
relevant documents
and papers
Summary of outcomes:
Quality Control and Assurance Tests proved helpful for enhancing the standards of the products and
services of the Wollongong store. Hiring the experts acted as agent in terms of reducing the
instances of defects and malfunctioning in the business operations. Synthesis of the supply and
demand seemed beneficial in terms of forecasting the nature of the sales operation in the upcoming
financial years. Partnership with the website developers seemed fruitful for expanding the scope and
arena of the business. Testing the websites by launching the advertisements enhanced the
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BSBMGT502 Manage people performance
awareness about the approaches of the clients and the customers towards the levied strategies.
Mention can also be made of the meetings with the trade union members, which was crucial for
generating effective means for handling the financial instabilities like high exchange rates, fluctuation
in the prices of the raw materials and others.
Next Meeting scheduled on: 15th May 2019
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BSBMGT502 Manage people performance
Assessment Task 3
Please see the attached photo “Assessment task 3 - procedure and guideline – page 1”
“Assessment task 3 – procedure and guideline – page 2”
In this assessment task, you are required to review and evaluate the project implemented and must
communicate unresolved issues, concerns and problems raised by team members.
Procedure
1. Student must participate in a stakeholder meeting (role play) to discuss unresolved issues,
concerns and problems with the project.
Role play Instructions: Duration 10 minutes
Prepare a stakeholder meeting agenda and conduct a stakeholder meeting to communicate and
address unresolved issues, concerns and problems raised by team members and follow-up with
stakeholders on best possible ways to address the issues raised. Prepare and submit an agenda
for the meeting, minutes of the meeting with summary of discussions, actions planned and next
meeting date.
Role play
Characters:
Team leader
Team members
Team leader- Accept my greetings.
Team members (collectively)- Thank you sir.
Team leader- I hope you all are aware of the declining conditions of the sales of the
Wollongong store.
Member 1- Yes sir. It is one of the burning issues in our workplace.
Team leader- Yes, you are right. We are very much concerned as it has stalled the
productivity. We are also concerned that the issue is so intense that it has affected
the sales revenue. Therefore, we have arranged a meeting regarding the preventive
measures, which can be taken for systematizing the operations.
Team members (collectively)- We got your point sir.
Member 2: Sir, can I ask something?
Team leader- Yes, please go ahead.
Member 2: Sir, I think the recruitment and selection policies in the sales team needs
to be revised.
Team leader- That is one point, which has been proposed and sent in the draft to the
Directors.
Member 3- I think implementation of the Disability and Diversity Policy would be an
effective step in this context.
Team leader- You are right. I think this policy would be effective for diversifying the
operations.
Member 4- I also feel that Equality Act (2010) would be crucial for the averting the
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BSBMGT502 Manage people performance
instances of the conflicts, discriminations and harassments in the workplace.
Team Leader- Yes, you are absolutely right. I would recommend this to the next
meeting. Along with this, I would like to draw your attention to the plans regarding the
development of the websites and ecommerce portals.
Member 5- This would be innovative in terms of placing the queries to the managers
through the means of the surveys and feedbacks.
Member 4- We would be able to remain updated with that of the recent trends and
developmental issues regarding the store operations.
Team leader- You are right. We are in discussion with the managers regarding the
involvement of the website developers for testing the created websites.
Team member 3- Sir, what about the financial assessment?
Team leader- Well, we had a meeting with the trade union members, which proved
beneficial for gaining an insight into the latest revisions within the tax obligations and
excise duties.
Team member 3 and others (collaboratively)- Ok
Team leader- That’s all for today’s session. I invite all of you to attend the next
meeting, which is scheduled on 15th May 2019 at 10:30 AM at the Auditorium. The
meeting would be presided by CEO. The highlights of the meeting would be testing
the created websites by launching advertisements regarding recruitment of the
candidates in the Marketing and Sales team.
Team members (collaboratively)- Thank you very much, sir for informing.
Email
To: The Senior Operations Manager, Australian Hardware
From: Manager, Marketing and Sales Department
Cc: Attendees
BCc: Human Resource Manager
Date: 30th April 2019
Subject: Revising the recruitment strategies and policies in the sales team
of Wollongong store
Respected Sir/madam,
This is to bring to your notice that in view of the declining sales condition of the
stores, a meeting was organized for gaining an insight into the measures, which
would be effective for improving the sales revenue and the profit margin. The
main focus areas of the meeting was on Quality Assurance and Control, Sales
Forecasting, creation of websites and e-commerce portal and sessions with the
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trade union members for effective handling of the financial instabilities.
Planning was constructed for hiring the Quality Controllers, IT experts and the
trade union members in the meetings for gaining their approval about the levied
plans and strategies. Within this, the main focus was on the verification and
assessment of the relevant documents and papers related to sales revenue and
profit margin from the previous financial years. In case of the Quality controls, I
would like to mention about the plan of issuing the certificates regarding the
assurance for the safety and originality of the products.
Strategies included synthesis of the supply and demand of the store operations. I
think this approach would be beneficial for estimating the nature and type of the
sales in the upcoming financial years. Supply and demand curve graph would be
a crucial document in terms of estimating the need for additional resources and
requirements.
I feel that creation of the websites and ecommerce portals are effective for
establishing contact with the clients and the customers. Tests and experiments of
the websites through advertisements would help in assessing the approaches of
the customers towards the plans. In this way, the number of visitors towards the
brand can be tracked for expanding the customer base.
Sessions with the trade union members is also planned for gaining an insight into
the processes for dealing with the financial instabilities. In this, verification of the
capabilities of the trade union members would seem beneficial in terms of
mapping the benefits, which can be achieved in stabilizing the financial
parameter. This process is apt for aligning the performance with the identified
benchmark level of performance.
The next meeting scheduled on 15th May 2019 would comprise of offshore
marketing, which would be appropriate for gaining an insight into the prospective
clients, who would contribute in increasing the sales revenue and profit margin.
In this, propositions would be made for using social media and e-commerce
platforms in terms of enhancing the trafficking of the audience towards the brand
image.
The means of survey and feedbacks is helpful for improvising on approaches
towards making the necessary performance. Along with this, claims proposed for
using performance management systems and balanced scorecards would be
proposed for uplifting the ways for alternating the business dynamics.
All these aspects are subjected to the approval from the Board of Directors and
can be changed on the basis of the circumstances, where variability is an integral
issue.
Please visit our website for the latest updates on the strategies and human
resource management.
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Thanking You
Yours Sincerely,
Manager, Marketing and Sales Department
________________________
(signature)
2. Write a review report (in approximately 1000 words) summarising:
a. information received from stakeholders during the meeting.
b. unresolved issues, concerns and problems discussed during the meeting.
c. necessary corrective actions planned and agreed during the meeting to resolve issues,
concerns and problems identified.
The stakeholders were involved in the interactive session, which followed the
meeting. In the analysis of the process, it was found that they preferred the creation of
the websites and the e-commerce portals. Upon asking the justification, they
explained that creation of the websites would enhance their awareness about the
latest trends. Along with this, they can check for the latest updates regarding the
increase of the sales revenue and accumulation of the profit margin. Within this,
acquisition of the market shares was also important for expanding the scope and
arena of the business.
The lack of quality assurance and control was discussed with the suggestion of hiring
Quality Controllers. Verification of the skills, expertise and knowledge formed an
integral part of the meeting in terms of enhancing the safety and privacy of the
confidential data. Apart from this, the stakeholders proposed that financial instabilities
have led to the decline in the sales revenue and the profit margin.
Frequency was to be maintained in the execution of the Quality Control and
Assurance tests. This would help in improvising on the standards and quality of the
products and services of the stores. These tests would assist in reducing the
instances of defects, malfunctions and virus attacks in the online transactions. Market
research helped in gaining an insight into the software, which are in demand in the
market and would assist in conducting the transactions according to the requirements.
In this, most of the preferences were directed towards the use of quality management
systems, which is an effective option for achieving infrastructural development. In this,
the claims of the human resource managers was considered.
For conducting the sales forecasting, the Marketing and Sales Department were
asked to produce the sales revenue of the previous financial years. In this, synthesis
of the supply and demand curves was proposed for deducing relevant conclusion
regarding the nature and type of sales. Most of the stakeholders were of the opinion
that premium pricing strategy would be apt for catering to the needs, demands and
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BSBMGT502 Manage people performance
requirements of the customers belonging to the middle class groups. Prior to setting
the price of the products and services, taking into consideration, the income and
lifestyle of the customers would be productive option. Market research on the
software is helpful in terms of reducing the manual labour for calculating the sales
revenue and the profit margin.
Financial instabilities would stall the productivity. Therefore, planning for indulging in
alliance with the trade union members would be apt for saving the situation for further
degrading. Systematic approach in this direction would be reflected from meetings
and discussions regarding upgrading the awareness about the latest tax obligations
and relaxations, which can be applied in the store operations. In this case, high prices
of the raw materials and high exchange rates are applicable. For averting further
delays, immediacy and spontaneity is required from the managerial levels. Audits,
reviews and evaluations are required for the levied plans and strategies.
Social media marketing would be effective for expanding the customer base.
Uploading the recent plans on the websites and the portals would convey the
important information to the clients and the customers. Tracking the response of the
visitors would be helpful for measuring the harms and the benefits, which can be
extracted from the levied plans and strategies. Using value chain analysis can be
fruitful in terms of generating values in the business operations for gaining large scale
customer satisfaction, trust and loyalty. Installing privacy cookies in the websites
would enhance the safety and privacy in the data published in the websites.
Strictness in this direction would be reflected from incorporation of the Data Protection
Act (1998), which would help in mitigate the instances of misutilization of the systems
and devices.
Prior approval from the Board of Directors would be apt for averting the illegal
instances and scandals. This is also applicable in terms of organizing meetings for
attaching proper direction to the execution of the project related activities. Sending
drafts for the proposed strategies would be an effective option for getting confirmation
regarding the effectiveness, appropriateness and feasibility of the performance till
now. Moreover, this approval would help in detecting the functional areas, which
needs improvement for fulfilling the benchmark criteria.
Revision of the selection and recruitment policies is effective for expanding the margin
in case of profitability for the employees. This revision is apt for enhancing the
preconceived skills, expertise and knowledge of the personnel in the marketing and
sales department. Employment policies are crucial for uplifting the behavioural traits
of the employees. Training programs can be organized for making the employees
aware of the recent trends in the marketing and sales. Post training tests would be
beneficial for the managers in terms of assessing the capability of the employees to
make practical application of the learnt skills in executing the allocated duties and
responsibilities. These scores would be fruitful for estimating the future trends, which
would alter the workplace dynamics and scenario. The main focus of the training can
be technology, which would enhance the virtual learning skills of the employees.
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BSBMGT502 Manage people performance
Evaluation through the audits, reviews and checklists would help in assessing the
appropriateness of the strategies and plans. Using performance management
systems, balanced scorecards would be fruitful for measuring the areas, which needs
improvisation for reaching to the standards of the KPI’s detected.
Mailing the drafts and minutes of the meeting would be beneficial for upgrading the
awareness of the managers for considering the limitations for executing the project
related activities. Written format of the draft is an authentic one, as it consists of the
essential information in a précised format. Using the templates would be effective in
terms of saving time regarding writing big and long letters and emails. Clarification
regarding the lack of adequate time and financial constraints would enhance the
transparency in the processes of the executing the business operations effectively
and efficiently.
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