Understanding Assessment Terminology

This document provides an overview of assessment terminology and its importance in the education system. It explains various terms such as describe, explain, list, outline, review, summarise, develop, implement, and evaluate. The document also includes information on word counts, plagiarism, and referencing materials. It further provides instructions on drafting, submitting, and grading assessments, as well as understanding assessment results and resubmissions. This resource is relevant for students studying various subjects and courses in colleges and universities.

Version
control
Version
No.
Date Dept. Change
1.0 04/05/2015 Traini
ng Original
2.0 08/08/2016 Traini
ng
Updated content and changed title
from Instructor Workbook to Trainer
Guide
3.0 07/02/2018 Traini
ng Updated content
4.0 09/04/2019 Traini
ng Updated content
5.0 15/06/2020 Traini
ng Development of new assessments
5.1 24/7/2020 Traini
ng
Correction of typo (handing to handling
)
Copyright Statement
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Disclaime
r
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While every effort has been taken in the preparation of this
publication, the publisher and authors assume no

responsibility for errors or omissions. Neither is any liability
assumed for damages resulting from the use of information
contained herein.
Contents
Introduction.................................................................................................4
Further Information and Support.............................................4
Support materials provided and research.................................4
Understanding Assessment Terminology..................................5
Word Counts..........................................................................5
Plagiarism.............................................................................. 5
Referencing Materials.............................................................6
Drafts, submitting an assessment and grading of assessments. 6
Understanding Your Results....................................................9
Results Legend.......................................................................9
Resubmissions......................................................................10
Appeals and Reassessment...................................................10
Assessment Instructions............................................................................11
Assessment Activity..................................................................................13
Assessment Instructions............................................................................14
Assessment 1: Written Questions ..........................................15
Labour market analysis is the process of identifying...........................15
Assessment 2: Case Study (Part A) ........................................22
Assessment 3: Case Study (Part B) ........................................31

Introduction
Unit
code
Title Training
Package
BSBHRM5
13 Manage workforce planning
Business
Services
Training
Package
For further information regarding assessment criteria including-
 Application of unit
 Elements and performance criteria
 Assessment requirements
 Modification History
 Performance Evidence
 Knowledge Evidence
 Assessment Conditions.
Further Information and Support
To support your understanding of the assessment process and how to
submit your assessment, we recommend that you review the Welcome
Handbook available via Moodle. In the FAQs section, you find additional
information on the assessment process, referencing materials and
support.
Support materials provided and research
We have provided the following resources to support you with your
learning and assessments:
 Learner Guides: Information and examples aligned to the unit of
competency that you are completing
 Resource Library: This includes additional materials, templates
and readings to support you in your study
 Further websites to assist with your knowledge Handbook:
Available via our resource library, a comprehensive list of websites
to support your studies
Remember that as part of your course, a level of research will still be
required but this will assist you to gain a deeper understanding of the
application of your studies in a real-world application.
o

Understanding Assessment Terminology
Describe: Give a detailed account by recounting, characterising, outline
and relating, in sequence, an event, situation, theory or point.
Explain: Clarify or elaborate on the facts. Focus on reasons how and why
things happen or a why a particular point is important in the relevant
context.
List: Using dot points, list a series of points, steps or stages that relate to
the question.
Outline: Leaving out minor details, give an account of thing or a process
outlining the main points of a topic.
Review: Provide a summary while analysing and commenting on the
evidence, argument or other relevant points.
Summarise: Identify and interpret the most relevant features of a theory,
discuss issue or detail, leaving out the finer details.
Develop: Involves the creation of the materials/activities/procedures to
achieve the outcome. This is about designing and creating.
Implement: After materials/activities/procedures are developed, test all
materials/procedures to determine if they are functional and appropriate
for the intended audience.
Evaluate: ensures that the materials/activities/procedures achieve their
desired goals and involves a detailed review including any
recommendations for change and reasons.
Word Counts
The word counts have been provided as a suggested minimum response.
In your qualification, a certain level of detail is required. If the word count
says 80-100 words, and you provide 20, we will request further detail.
If you provide 500 words, we will still review this but suggest that you try
to stay within the guidelines. Trainer and assessors do have a tolerance
that they apply when reviewing word counts depending on the response
provided.
Plagiarism
While cooperative effort and the sharing of information are encouraged,
you must ensure your assignments and assessments are representative of
your own effort, knowledge and skills. You must not take the work of
others and present it as your own. Plagiarism may result in the
assignment/assessment being deemed to be “not yet competent” by the
assessor.
Learners accused more than once of academic misconduct, including
plagiarism, may be dismissed or cancelled from their course at the
discretion of the National Training Manager.
Plagiarism can take several forms;
 Quoting from a book or an article without acknowledging the source;
 Handing in someone else’s work as your own;
 Stealing and passing off another person’s words or ideas and
claiming them as your own;
 Giving incorrect information about the source of a quotation or idea;
 Downloading information from the internet without acknowledging
the source;

 Copying a section of a book or article and submitting it as one’s own
work;
 Presenting as a new and original idea or produce something which
was derived from an existing source.
 Cutting and pasting or copying word for word directly from an
internet or external source without paraphrasing and referencing
Referencing Materials
If you are unfamiliar with how to reference, we recommend that you
review: http://www.citethisforme.com/harvard-referencing
Two types of citations are included:
 In-text citations are used when directly quoting or paraphrasing a
source. They are located in the body of the work and contain a
fragment of the full citation. Depending on the source type, some
Harvard Reference in-text citations may look something like this:
o "After that I lived like a young rajah in all the capitals of Europe…"
(Fitzgerald, 2004).
 Reference lists are located at the end of the work and display full
citations for sources used in the assignment. Here is an example of
a full citation for a book found in a Harvard Reference list:
o Fitzgerald, F. (2004). The Great Gatsby. New York: Scribner.*
 It is preferred that learners utilise Harvard Style referencing.
Generally, Harvard Reference List citations follow this format:
o Books: Last name, First Initial. (Year published). Title. City:
Publisher, Page(s).
o Journals/publication: Last name, First initial. (Year published). Article
title. Journal, Volume (Issue), Page(s).
o Websites: Website name, (Year published). Page title. [Online]
Available at: URL [Accessed Day Mo. Year].
Drafts, submitting an assessment and grading of
assessments
Drafts are useful as a backup of your work. We strongly recommend that
you back up your assessments so that you have two copies in case
something happens like a system failure, file corrupting or a lost USB. We
have had students who only had one question to go on a major
assessment and lost all of their hard work.
When you have saved an assessment as a draft, you and the trainer don’t
receive a notification (a message) from Moodle informing you that the
assessment has been submitted.
We do not encourage the submission of drafts to the trainers to request a
review before submission. Firstly this does not encourage “first best
effort” and doubles up on marking. If you need assistance refer specific

questions to your trainer on the areas that you require direction or
assistance.

Uploading your assessment:
You need to select the unit that you are working and go to section 3, and
select “Assessment”
Then select, “Add submission”
You then need to upload the files for submission.
You can add files or folders Or drop and drag the files
Once that you have added all files. Save changes
At this point, you have saved a draft. You still need to submit the
assessment. Follow the prompts to successfully submit the assessment
Moodle can only accept submissions under 5mb- if your files are larger
than this, you will need to compress the files.
To compress the file:
 Open the dialog box you normally use to attach files.
 Locate the file you wish to attach.
 Right click the file and choose Add to filename.zip from the WinZip
context menu.
 Click the new Zip file to select it.
 Click Open or Insert to attach the Zip file.
You can also save the file to PDF. Please complete the assessment in the
Assessment Handbook. If you are using a Mac computer, please submit
your assessment in a Microsoft compatible document or PDF. Our trainers
are unable to open .pages documents.
Moodle will only allow for ten documents to be uploaded at a time- you
can upload a folder which will allow for more documents to be uploaded at
once or you can insert the document into the assessment workbook.
To insert the document:
 Open the first document.
 Place the cursor where you want the second document to be
inserted.
 From the Insert tab, Text group, click on the down arrow next to
Object and choose Text from file.
 Select the file to be inserted.
 Click on Insert.
If you are unsure of what activities and documents you need to submit in
the assessment, please refer to: Assessment activity (page 10) of this
handbook.
To access additional templates referenced in this assessment, you will
need to click on the assessment.

You will find all the required templates.
Please note: in some cases, you will be required to create your own
templates and documents as part of the assessment requirements.
In line with our policy, your assessment will be reviewed within 14 days of
submission (unless your trainer and assessor is on leave). Generally, it is
quicker than that. If you haven't received feedback within a week of
submission, please let your trainer and assessor know. It might be that
you have submitted your assessment as a draft (trainer and assessors
don't receive notification of draft submissions and therefore do not review
them).
Your trainer and assessor will provide feedback in relation to your
assessment outcome.
Understanding Your Results
The great thing with competency-based training is that you either deemed
'competent' (you can demonstrate the required skills and knowledge) or
'not yet competent' (at this time you haven't been able to demonstrate
required skills or knowledge). The key word is "YET”.
Your trainer will provide you with feedback on your assessments so that
you know what you have done well in your assessment and what you
need to improve upon or fix. An "NYC" result does not mean that you have
failed and that is it - you have the opportunity to try again. It could be
that one question in your assessment was deemed not yet satisfactory
and this is the only question that will require review.
Results Legend
C Competent You have successfully completed unit and met the
minimum
competency criteria and demonstrated the required
skills and knowledge.
NY
C
Not Yet
Competent
You have not met minimum competency criteria for
the unit. Certain section/s require review due to not
meeting the requirements and, therefore, your work
is deemed not yet competent
S Satisfactory Individual assessment/question is satisfactory.
NY
S
Not
Satisfactory
Individual assessment/question is not a satisfactory
result for a specific assessment activity.

Resubmissions
In some cases, a resubmission is required because you have not uploaded
all the required documents. In other cases, it could be that you need
review questions as they have not met the assessment requirements.
Please read through the trainer and assessor feedback. If you are unsure
of what is required, please contact your trainer and assessor for clarity.
Appeals and Reassessment
If you disagree with the assessment decision and result, you have the
right to appeal and be reassessed if necessary. Details of the appeals
process is contained in the Complaints and Appeals Policy & Procedure,
provided to you prior to enrolment.

Assessment Instructions
Learner Instructions
Due Date This unit is part of a self-paced course in an online learning environment. We
recommend attempting at least one unit per month in order to complete your
qualification in the required timeframe. Please contact your trainer and assessor or
student support for further assistance.
Type of
Assessment
This is a summative assessment activity, which means it is an assessment of what you
have learnt and used towards the assessment of your overall competency.
For further information, refer to the Assessment Activity
Assessment
instructions
Read information provided and fully complete all questions as asked.
All responses must include adequate detail and include references (including the
learning material) as required. A level of research may be required to complete this
assessment. Please contact your Trainer and Assessor for further support as needed.
Reasonable
adjustment
You are encouraged to contact your Trainer and Assessor, prior to attempting this
task if you do not understand any part of this task or if you have learning difficulties
or differences, that may hinder your attempt of the assessment.
You may also discuss the use of their workplace for assessments in lieu of National
Camper Trailers (the simulated business).
Academic integrity Cheating, plagiarism, and collusion in any form during the assessments will result in
the assessment being invalidated. By submitting your assessment, you are declaring
that the submission is the result of your own work and you have not engaged in any
form of cheating, plagiarism, and collusion when undertaking this activity.
Resources,
equipment &
material required
To complete the assessment, you may require the use of the following:
 Learner Guide
 Assessment Handbook and templates (if specified in the
assessment task)
 Microsoft applications or PDF to submit the assessment
 Computer
 Internet access.
Please note- some tasks may require the use of a printer and/or scanner
How you will be
assessed
Your trainer and assessor will review your responses against the unit
of competency which specifies the requirements of the unit
including:
 Elements and performance criteria
 Performance Evidence
 Knowledge Evidence
 Assessment Conditions.
Upon completion of your responses will be assessed against a standard answer sheet
to ensure that you have covered the question and are consistent with others. You are
required to get every question correct.

Assessment Activity
This is a summative assessment process. For the student to be assessed
as competent in each Unit of Competency, all questions and activities
need to be satisfactorily completed.
Each assessment activity contained within:
Assessment Task About this task
Assessment Task 1:
Written Questions
You must correctly answer all six (6) questions to show that you understand the
knowledge required of this unit.
What to Submit
 All completed questions
Assessment Task 2:
Case Study (PARTA)
You are required to demonstrate your ability to develop workforce
planning by complete each of the four (4) activities.
What to Submit
 Activity 1: Case Study five (5) Questions
 Activity 2: Develop a Workforce Planning Report
 Activity 3: Conduct a Workforce Planning meeting (Roleplay)
 Activity 4: Implement Workforce Plan (Email)
Assessment Task 3:
Case Study (PARTB)
You are required to demonstrate your ability to monitor and
evaluate a workforce plan. You must correctly answer all four (4)
questions to show that you understand the knowledge required of
this unit.
What to Submit
 All completed questions

Assessment Instructions
Student Instructions
Due Date This unit is part of a self-paced course in an online learning environment. We
recommend attempting at least one unit per month in order to complete your
qualification in the required timeframe. Please contact your trainer and assessor or
student support for further assistance.
Type of
Assessment
This is a summative assessment activity, which means it is an assessment of what you
have learnt and used towards the assessment of your overall competency.
For further information, refer to the Assessment Activity
Assessment
instructions
Read information provided and fully complete all questions as asked.
All responses must include adequate detail and include references (including the
learning material) as required. A level of research may be required to complete this
assessment. Please contact your Trainer and Assessor for further support as needed.
Reasonable
adjustment
You are encouraged to contact your Trainer and Assessor, prior to attempting this
task if you do not understand any part of this task or if you have learning difficulties
or differences, that may hinder your attempt of the assessment.
You may also discuss the use of their workplace for assessments in lieu of National
Camper Trailers (the simulated business).
Academic integrity Cheating, plagiarism, and collusion in any form during the assessments will result in
the assessment being invalidated. By submitting your assessment, you are declaring
that the submission is the result of your own work and you have not engaged in any
form of cheating, plagiarism, and collusion when undertaking this activity.
Resources,
equipment &
material required
To complete the assessment, you may require the use of the following:
 Learner Guide
 Assessment Handbook and templates (if specified in the
assessment task)
 Microsoft applications or PDF to submit the assessment
 Computer
 Internet access.
Please note- some tasks may require the use of a printer and/or scanner
How you will be
assessed
Your trainer and assessor will review your responses against the unit
of competency which specifies the requirements of the unit
including:
 Elements and performance criteria
 Performance Evidence
 Knowledge Evidence
 Assessment Conditions.
Upon completion of your responses will be assessed against a standard answer sheet
to ensure that you have covered the question and are consistent with others. You are
required to get every question correct.
Assessment 1: Written Questions

Question 1
Outline what industrial relations is.
This emphasizes the relationship and interaction between employees
and employers within the organization setting.
Industrial relations cover all aspects of the employment relationship,
including human resource management, employee relations and union-
management relations.
Question 2
Describe below what is labour force analysis.
Labour market analysis is the process of identifying
Labor market analysis is the process of: Identifying the appropriate labor market
for various types of positions. Surveying the market to determine the salaries that
are being paid for like positions. Identifying market trends such as: ancillary pay,
and merit and pay practices.

Question 3
Outline each of the four (4) human resource forecasting techniques
Forecasting
Technique Outline of Forecasting Technique
Forecasting Basics
In order to successfully interpret the needs of human
resource in the organization the basics of forecasting
must be fulfilled. The forecasting analyst need to know
the level of activities, trend analysis, seasonality and
the comparison of actuals with the estimates.
Trend Analysis It is a technique for forecasting the future human resource requirements
based on the past trends of the needs and pattern of employment. It is
done by studying the historic data and understanding the trend that is
followed and further incorporating the changes that are to be made in the
future.
Ratio Analysis
Ratio analysis is a human resource forecasting
technique wherein the demand or future requirement of
the manpower will be judged on the basis of the ratio of
current level of production to the availability of the
workforce. The past data of the company shall be used
to make the future estimates after considering the
extrapolation effect.
Supply Forecasting
Supply forecasting technique helps in knowing the
supply of manpower by evaluating the current and
future availability pertaining to the demand of
workforce. The efficiency in supplying the manpower
will determine the operational efficiency of the
company.

Question 4
Joes Café is a busy café in the heart of the CBD, which was established over 5 years ago. It’s only
open Monday –Friday 10am – 4pm, to capitalise on the coffee and lunch trade. Outside of these
hours the CBD café trade is virtually non-existent, so it has focused its marketing strategy over the
past 12 months to specialise in this market and proving to do very well.
Using an excel spreadsheet on Microsoft word, to enter the provided historical data to determine
each of the following:
Joes Café Historical Data Over the Past 12 Months
Staffing Requirement/
customer numbers
Last Quarter
(Last 3 mths)
Last Quarter
+1
(last 6 -3
mths)
Last Quarter
+2
(last 9 -6
mths)
Last Quarter +3
(Last 12-9 mths)
Cooks/ Chefs (ratio 1:250) 8 7 6 6
Kitchen Hand (ratio1:1000) 2 2 1 1
Barista (ratio 1:500) 4 4 3 3
Server (ratio 1:500) 4 4 3 3
Waiter/ waitress (ratio
1:250)
8 7 6 6
Manager (ratio 1:1500) 2 2 1 1
Daily customer average 2000 1800 1650 1450
Daily average takings $25,000 $18,900 $14,025 $9,425
Question 4a
What is the current daily average spend per customer in each of the quarters?
Daily Average Customer
Spend
Last Quarter
(Last 3 mths)
Last Quarter
+1
(last 6 -3 mths)
Last Quarter
+2
(last 9 -6
mths)
Last Quarter +3
(Last 12-9 mths)
$12.5 $10.5 $8.5 $6.5
Question 4b
If the continued trend in customer numbers and daily spend continues next quarter what will be
the expected number of customer per day and they average daily spend?
Number of Average Daily
Customers
Projected Quarter (next 3 mths)
2175
Daily Average Customer Spend $13.67

Question 4c
Use the Ratio Analysis Forecasting technique to determine the staffing levels over the next quarter,
based on your above forecast in Question 4a&b.
Staffing Requirements Staffing numbers required for next quarter
Cooks/ Chefs (ratio 1:250) 9
Kitchen Hand (ratio1:1000)
2
Barista (ratio 1:500) 4
Server (ratio 1:500) 4
Waiter/ waitress (ratio 1:250)
9
Manager (ratio 1:1500)
1
Question 4d
Take a screenshot or upload your excel spreadsheet you developed, which includes data collected
and extracted to complete all of question 4 (a-c), and insert below:
***Insert Screen Shot below/ or upload to Moodle ***

Question 4e
Outline below a workforce plan which identifies any positions which will need to be recruited to
meet the needs of projected demand.
Staff Position Number of staff to be recruited/ employed
Cooks/ Chefs (ratio 1:250)
1
Kitchen Hand (ratio1:1000) 0
Barista (ratio 1:500) 0
Server (ratio 1:500)
0
Waiter/ waitress (ratio 1:250)
1
Manager (ratio 1:1500)
0
Question 5a
Outline how you would regularly review government policy on labour demand and supply
Government policies are to be reviewed regularly and its impact over the labour demand and
supply need to be identified for the company to work smoothly and efficiently. The changes in
government policies like the change in wage rate, unemployment benefits, maternity leaves policy,
income tax rate and the laws related to gender equality.

Question 5b
Review government policy on labour demand and supply, and outline your findings and information
source below;
Outline of findings from review
of government policy on labour
demand and supply:
Change in the government policy regarding the wage rate of
the employees shall be causing change in the demand and
supply curve of the labour force. If the wage rates increases
than the demand for manpower shall simultaneously decrease
and there will be an upward movement along the demand
curve.
Similarly the income tax rates also has an impact on the supply
curve if the labour force. If the tax rates reduce the standards
shall be maintained and the worker shall work for fewer hours.
List your information source to
conduct your reviewed:
Government intervention in the labour market. 2021. Online:
Available through
<https://www.economicshelp.org/blog/141539/econo
mics/government-intervention-in-the-labour-market/>
Xie, H. and Lu, H., 2017. Impact of land fragmentation and
non-agricultural labor supply on circulation of
agricultural land management rights. Land Use
Policy. 68. pp.355-364.

Question 6
You are the manager of a large hotel in the CBD with accommodation and bar/ restaurant facilities.
You have just been informed that a major sporting event will be held, less than two (2) kms away, in
12-months’ time. Use analytical or lateral thinking to identify two (2) potential issues/ problems that
may occur and formulate two (2) associated contingency plans
Identify Two (2) Potential Issues/ Problems Formulate Two (2)
Associated Contingency
Plans
1
Short supply of manpower at the hotel
due to increase in the potential
customers
Contingency plans to remove the limitations as faced by the
hotel:-
 Ascertain the future demand on the basis of past sports
events occurred. Based on these requirements the staff
need to be recruited in the hotel.
 Arrange training and development programmes to
develop the skills in the newly recruited staff within 12
months.
2
Lack of timely availability of raw
material for catering department
 Determine the future production levels on the basis of
past trends of such events.
 Place orders as per the production levels and stock the
goods prior hand.
**** END OF ASSESSMENT TASK 1 ****

Assessment 2: Case Study (Part A)
Case Study Background Information
You have just been appointed as a consultant, to assist JP Catering Pty. Ltd. to assist
the company with their workforce planning.
The company was established 3 years ago to fill a gap in the industry for affordable yet
high-end catering for functions both big and small. Since JP Catering was established it
has over doubled in size and hope to double again over the next two (2) years.
Following a meeting with the board the following has been determined:
JP Catering Workforce Objectives
 Expansion into NSW in the next twelve (12) months
 Expand operations by 100% in the next two (2) years
 Reduce staff turnover to a maximum of 10 % pa
 All Front-of-House staff must hold a current RSA & Food handling Certificate
 All Kitchen staff must hold a minimum of a Certificate III in Hospitality
Commercial cookery
JP Catering Workforce Strategies
 Recruit qualified and experienced staff
 Use hospitality agency staff for Kitchen & Front of House staff to meet demand
(if required)
ACTIVITY 1
Review Organisational Documentation and Complete the following
Questions
Assess and review the JP Catering Pty. Ltd. documents including:
 Handout - HR Report – JP Catering
 Handout- HR Strategic Plan – JP Catering
 HR Operational Plan – JP Catering
 Diversity Policy & Procedure
 Professional Development Policy & Procedure

Question 1
Review current data on staff turnover and demographics, and complete
the following table:
JP Catering Current Data
Current number of staff Total number of staff 56
Which department had
the highest turnover
percentage (%) last year
The highest turnover is 25% of sales, marketing and
advertisement department in the last year.
Which department has
the highest average
turnover over the past
three (3) years
The highest average turnover over the past three year
if 22.85% of front of house serving/wait staff.
Which department has
the highest level of
current vacancy
Presently, Front of house serving/ wait staff have
higher number of vacancy which is 9.
What is the largest
ethnicity group identified
within current staff and
calculate the overall
percentage of this
groups representation.
Eg: (# of ethnicity in group)
x 100 ÷ (Total # of staff) =
X%
The largest ethnicity group is Aussis/ Australian
group with 60.7% of group representation.
(34*100/56) = 60.7%
How many males are
currently on staff
Total 24 males are working currently.
How many females are
currently on staff
Total 32 number of females are working currently.
Question 2
Assess the outline why the following factors may affect workforce supply
Work Supply
Factors
Outline why this maybe a factor
High number of
“Casual”
positions in the
workforce
Casual workers are not have a firm commitment in advance from
an employer about long they will be employed for, or the days
they will work. Casual position is affect to the business and
company because when the number of casual workers are high
then it is affect to the permanent employees and their performance
in negative manner. This build extra pressure on the company their
policies in negative manner. This give negative impact on the

workforces supply because at that time company have extra load
to manage work.
High level of
staff aged “17-
22 years”
This give positive impact on the business because new and
youngsters have extra knowledge of work and have best ideas to
improve business in positive manner. This give positive impact but
most of the time that can negative impact because they have not
any kind of experiences of work and past experiences then
employer have affected and workforce supply is also affect to
business.

Question 3
According to the organisations objectives, what qualifications must staff
hold to work in the following departments:
Kitchen High diploma or GED, proven experience working in the catering
industry, a food handler licence, should knowledge about the food
health and safety regulations, ability to work in a fast paced
environment as well as ability to work as part of a team.
Front of
House
Must required multi tasking skills, ability to work in fast paced
environment, good communication skills, experience in handling
money and complaint handling.
Question 4
According to the organisations diversity policy & procedure, what are the
organisations diverse workforce requirements for the following:
JP Catering
as an
employer
will:
List a
minimum of
two (2)
They are able to demonstrate and embrace the principle of workplace
diversity in the organization to work in an effective manner.
Employer will have need to foster a culture of inclusiveness. This help
to motivate employees for working in better manner.
JP Catering
Managers
and
supervisors
will:
List a
minimum of
two (2)
Manager and supervisor need to ensure about the all performance
agreements include the tangible elements of adherences to workplace
diversity principles.
They need to deal with any complaints or observation of harassment
or bullying in the workplace in an effective manner.
JP Catering
workers are
required to:
List a
minimum of
two (2)
Worker need to behaviour in ways that will actively contribute to the
enhancement of the culture in which diversity is valued among the
people we work with the workplace.

They need to draw on our own and other diverse skills and talents to
enhance work outputs.
Question 5
Outline five (5) potential skills that may be required by the organisation to work effectively in this
industry.
1 JP catering have requirement to the best recruitment and selection process which is
help to hire the best and talent employee for work.
2 Better working environment like motivation for employees is help to give higher
contribution for achieve goals and objectives of company.
3 Need to have better employment skills.
4 Best decision making power is help to take better decision in industry.
5 Best leadership and management skills for motivate employees and staff.


Activity 2
Develop a Workforce Planning Report
Assess and review the JP Catering Pty. Ltd. documents to assist you in the
development of your Workforce Planning Report. Documents you are
required to review include:
 Handout - HR Report – JP Catering
 Handout- HR Strategic Plan – JP Catering
 HR Operational Plan – JP Catering
 Diversity Policy & Procedure
 Professional Development Policy & Procedure
Use the template provided below to develop a Workforce Planning Report,
for the Directors, CEO and Senior Management which includes each of the
following requirements:
a) Current staff turnover and demographics (You may copy charts from
the HR report if you wish);
b) Labour supply trends/ factors that may affect workforce supply;
c) Workforce objectives and strategies;
d) Establish aligned objectives for modification or retention of the
workforce;
e) Recommend two (2) strategies to address current high staff
turnover;
f) Define two (2) objectives to retain required skilled labour;
g) Define two (2) objectives for workforce diversity and cross-cultural
management;
h) Define two (2) strategies to source skilled labour;
i) Develop two (2) strategies to assist workforce to deal with
organisational change;
j) Develop two (2) strategies to assist in meeting the organisations
workforce diversity goals;
k) Develop Workforce Plan/ Implementation Action Plan

WORKFORCE PLANNING
REPORT
This report has been developed
for JP Catering Pty. Ltd.
This report has been
developed for:
For developing better workforce planning.
Section 1: Current workforce
data (based on last year’s
staffing numbers)
Current staff numbers 56
Staff turnover rate in the
past 12 months
20%
Current demographics
 Ethnicity
 Gender
 Age
(You may wish to
Including charts)
56
56 (male = 24 and female = 32)
56 (17-22 = 47, 22-30 = 5 and 35+ = 4)
Current Labour Supply
Trends/ Factors that may
affect workforce supply
List a minimum of four
(4)
1. Income effect of a rise in wages.
2. The number of qualified people.
3. The wages and conditions of other
job.
4. Demographic changes and
immigration.
Section 2: Workforce Objectives
and Strategies
Outline of JP Catering
Current Workforce
Objectives
List of five (5)
objectives set by the
company
 To leader of IP company is actively
encourage and promote workplace
diversity principle.
 To promote better recruitment,
selection and retention policy to
manage workforce in effective
manner.
 To create better and friendly
working environment.
 To communicate effectively with
employees to match the
effectiveness of work.
 To manage proper and effective
work life balance.
Outline of JP Catering
Current Workforce
Strategies
List of two (2) strategies
set by the company
 Strategy restructuring the staff.
 To organize time to time training
and development session for
improve skills and gain extra
knowledge in effective manner.
Additional Proposed Workforce

Objectives
Establish two (2) aligned
objectives for
modification or retention
of the workforce
 To use triple bottom line
 to recruit talented employees.
Define two (2)
additional objectives to
retain required skilled
labour
 To create positive working
environment.
 To provide and offers money and
benefits to motivate them.
Define two (2)
additional objectives for
workforce diversity and
cross-cultural
management
 Increased innovation
 improve customer services.
Additional Proposed Workforce
Strategies
Recommend two (2)
strategies to address
current high staff
turnover
 Keep compensation and benefits to
current employees.
 Offer flexibility of working hours.
Define two (2) strategies
to source skilled labour
 Use the social media.
 Upgrade the skills labour of the
existing labours of the business.
Develop two (2)
strategies to assist
workforce to deal with
organisational change
 Define the clear roles and
responsibilities to employees.
 Use more emotional intelligences.
Develop two (2)
strategies to assist in
meeting the
organisations workforce
diversity goals
 Provide diversified training
 build diverse teams.
Proposed Workforce Targets
Develop two (2)
workforce targets to be
achieved from the above
proposed objectives and
strategies
(Targets must be
measurable)
 To give proper training to employee
to work in better manner.
 To provide fair and performance
based compensation to employees.
Section 3: Workforce Plan/
Implementation Action Plan
Workforce Plan activities in
support of proposed objectives

and strategies identified above in
section 2. Which may include:
recruitment, training,
redeployment or redundancy.
List a minimum of five (5)
Activities. Must include
succession planning activity to
ensure desirable workers are
developed and retained and
program to ensure workplace is
an employer of choice.
Description Recommendatio
n/ Action
required
Leadership
skills
To use different
leadership styles
to motivate
employees.
Required
recruitment
and selection
Organize pool
interview and
campus for hiring
talented
employee.
Training and
development
Organized
training and
development
session with
proper use
equipment.
Creating
friendly
working
environment.
Organize team
meetings and
parties for
increase
interaction.
Motivate
employees
Organize reward
system

Workforce Plan Endorsement
Agreement and
Endorsement for
enclosed objectives
and established targets
to be implemented
To be signed and
dated by CEO, on
agreement during
roleplay
______________________
CEO Signature
_______/_______/________
Date

Activity 3
Conduct Workforce Planning Meeting (Roleplay)
You are required to conduct a consultation meeting to determine the
workforce planning process and seek approval for your Workplace
Planning Report (outlined in Activity 2) for implementation.
For this task, you are required to conduct a Workforce Planning meeting with two (2) stakeholders
(one (1) must be play the role of the CEO and provide approval and sign report) and record their
response in the table below. You may ask family, friends or colleagues to assist you in this roleplay.
During the meeting you must:
a) Explain and present each of the proposed objectives and strategies in Section 2 of the report
b) Present proposed associated workforce activities in Section 3 of the report
c) Seek approval for the Proposed Workforce Plan
d) Convey information using language, format and style appropriate to audience
One (1) of your roleplay participants will play the role of the CEO and provide approval and sign
report play the another will play the role of HR Manager
Record of Meeting Held (Roleplay)
Name of Stakeholder #1
(Person playing the role of CEO)
Jack Smith
Name of Stakeholder #2
(Person playing the role of HR
Manager)
Hannah Wills
Date of Meeting 20th January 2021
Explaining and presented the
proposed objectives and strategies in
Section 2 of the Report.
Outline what was discussed
The meeting started at 11:00 am morning for
discussing the aims and objectives of the
company. In the meeting Jack and Hannah
discussed about the different strategies that will
increase the efficiency of company. The first
discussion was made regarding the objectives
made for encouraging the employees and staff.
Hannah proposed the strategies for encouraging
the employee engagement and also for increasing
the productivity by giving rewards and incentives
for increasing their effort and achieving the target
objectives. It is also seen that people making the
business. Jack asked for establishing incentive
scheme for the workers who are achieving the
benchmark levels. Regarding the recruitment and
selection process it was discussed that more
straight interviews will be taken for the job role
and specific job requirements will be given to
attract only specific candidates. Also the
interviews will be based on performance of tasks
where they will be selected on the results of task
performed by them. Hannah discussed for
implementation of effective and strong

communication channel where the employees are
able to communicate freely with them. Regarding
the training and development it was discussed
that they will conduct training and development
programs in every three months for enabling to
work with new technology and for development of
their skills.
Explaining and presented the
proposed Activities in Section 3 of the
Report.
Outline what was discussed
After the discussion of objectives and strategies
regarding the workforce objectives ion section 2
further they discussed the methods regarding
implementation of strategies. They discussed that
as leader they are required to take their
responsibility very seriously and are also required
to set example for the complete workforce by
their work and values. Jack asked Hannah to set
standards to be followed by the workforce. It was
also discussed that they will have to monitor each
and every activity and process carried out by the
business to ensure that each and every activity is
carried out with utmost care. Also for conducting
the training and development programs they
discussed that they will conduct seminars
regarding the technologies for the business which
will increase the efficiency that help to generate
the revenues by increasing the market share. Jack
Smith provided for making recruitments and
selection of the candidates from both campus and
pool interviews. They will select candidates who
are fit for performing the job adequately. Effective
communication channels will allow the employees
to discuss their issues with the managers so that
will be able to resolve the issues. They discussed
that budget has to be prepared for analysing the
costs associate with each work group.
Was the Workforce Planning Report
approved and signed by the CEO
The workforce planning report was signed and
approved by CEO.
Note: You must upload a signed copy of the developed workforce
planning report to Moodle.

Activity 4
Implement Workforce Plan (Email)
For this task, you are required to communicate and implement the
Workforce Plan via email to all JP Catering staff.
Write an Email
You are required to write an email to all staff, advising them of the
following:
Implementation of the Workforce Plan
Outline the implementation activities and individual/s responsible
for each activity
Attach a copy of the Workforce Activity Plan
E-MAIL
To: ABC
Subject: Implementation of Workforce Plan
To,
Staff members
It is to inform that company is implementing new Workforce Plan for
increasing the efficiency and productivity and also for overall benefit of
the employees.
Implementation activities will be closely monitored by Hannah and all the
major decisions regarding plan will be approved by CEO Jack Smith.
The activities mainly include training and development, recruitment,
setting incentive schemes and establishment of effective communication
channel.
A copy of Workforce Plan is attached below.
With Regards
Hannah
Manager
You must upload a copy of the email/ or screenshot of the email
to Moodle.
**** END OF ASSESSMENT TASK 2 ****

Assessment 3: Case Study (Part B)
Case Study – Background Information
It has been twelve (12) months since you implemented the JP Catering Workforce Plan
to achieve the following agreed workforce objectives
JP Catering Workforce Objectives (Agreed last year)
 Expansion into NSW in the next twelve (12) months
 Expand operations by 100% in the next two (2) years
 Reduce staff turnover to a maximum of 10 % pa
 All Front-of-House staff must hold a current RSA & Food handling Certificate
 All Kitchen staff must hold a minimum of a Certificate III in Hospitality
Commercial cookery
The last twelve (12) months have been very challenging with global trends in the
hospitality industry moving to a solely casual employment model to safeguard
organisations following a global infectious disease outbreak, forcing all hospitality
businesses to cease trading for a period of time, whist maintaining running costs such
a rental lease on the office premises.
In addition, JP Catering suffered a number of cancellations due to bush fires over the
summer months.
It has been identified (as a potential issue), that a large percentage of the current
workforce are university students aged 17-22 who are relying on the position to sustain
them through their time of study. This will not assist in obtaining retention or age
diversity objectives.
Despite the challenges over the past twelve (12) months, JP Catering has managed to
navigate these challenges to achieve the following outcomes:
During the last twelve (12) months JP Catering has achieved the following:
 Expanded the business operations into Sydney (NSW)
 Increase operations by 25%
 Current staff turnover 14%
 All front-of-house staff now hold a current RSA & Food handling Certificate
 JP Catering hold quarterly training opportunities for staff to update their RSA &
Food handling Certificate
 All Kitchen staff now hold a minimum of a Certificate III in Hospitality
Commercial cookery
To gauge worker satisfaction, JP Catering surveyed all eighty-one (81) staff members
over the past three (3) weeks.
Consolidated of Staff Satisfaction Survey Report are as followed:
Survey Questions Very
satisfie
d
Satisfie
d
Neither
satisfied
nor
dissatisfi
ed
Dissatisfi
ed
Very
dissatisfi
ed
Policies and expectations well
communicated
12 22 35 9 3
Opportunities for advancement 3 5 73 0 0
Friendly work environment 10 69 2 0 0
Training opportunities 68 13 0 0 0
Performance evaluation
process
0 56 21 4 0
Organisational Culture 12 48 19 2 0
Job Security 2 8 52 10 9
Flexibility in position 0 3 78 0 0

Overall satisfaction of
employment
11 62 8 0 0
Read the Case Study background information and complete the following
questions
Question 1
Evaluate the effectiveness of the Workforce Plan and outline your analysis
again each of the five (5) agreed objective.
# JP Catering
Agreed Objectives
Outline your analysis of Workforce Plan
effectiveness
1 Expansion into
NSW in the next
twelve (12)
months
Workforce plan is quite effective and helpful in context
of business expansion as strategic approach because it
supports management while making decision. With
skilled and talented employees, organization could
expand its venture as each applicant contribute during
this process in term of working even better and achieving
set goals and objectives as well.
2 Expand
operations by
100% in the next
two (2) years
Workforce planning decision taken by human resource
management and authority is very effective in regards to
expand operations as second objective of JP catering. It
helps strengthening workforce or teams of plays by
increasing number of knowledgeable applicants. On the
other hand, it could impact in negative manner when right
workers could be hired by HRM.
3 Reduce staff
turnover to a
maximum of 10 %
pa
The most important objective of chosen company is the
current one, which it wants to achieve because high staff
turnover affect negatively upon sales, productivity and
performance of venture. Again this objective, workforce
planning is beneficial as it enhances motivational level of
workers by working with other staff members who are
currently recruited.
4 All Front of House
staff must hold a
Workforce plan is useful in different terms as it supports

current RSA &
Food handling
Certificate
all worker to hold food handling certificate and RSA. On
the other side, it can affect negatively in term of
consuming time and efforts as well.
5 All Kitchen staff
must hold a
minimum of a
Certificate III in
Hospitality
Commercial
cookery
This objective is beneficial for company in term of
increasing abilities of existing and new workers and in
return increasing sales of firm even better than other
catering services firms. Workplace plan is helpful as it
allows management to give chance to each applicant in
term of building staffs abilities.

Question 2
Evaluate staff surveys and identify below the two (2) survey response
questions which indicate the most room for improvement.
1 Staff surveys is comprising of 9 questions that provide information about internal
environment of company. Each survey caters several benefits in term of gathering
data by management relate to workers’ opinions and personal point of views. Job
security is one of the survey response questions which needs further improvement
that enhance performance level of firm and allow all workers to work with company
for longer period of time. On the other hand, staffs’ surveys can create issues in term
of increasing challenge for management in form of consuming time.
2 From above surveys it has been identified that many workers are satisfied from
existing facilities and working environment. On the other side, it consumes efforts as
well as time while conducting above practices. Flexibility in position is another
survey response question which need improvement even better than other response
questions. According to staff satisfactory survey, majority of respondents are in
favour of third option. As it defines that 78 people are not satisfied or dissatisfied.
Question 3
Outline below two (2) refined objectives and two (2) strategies in response
to internal and external changes over the last twelve (12) months.
Refined
Objectives
1 To meet the expectations and needs of consumers that has been
change due to demographic alter as external change.
2 To increase profitability and performance of business.
Refined
Strategies
1 Demographic change is external change that impact current venture
and management practices in negative manner. In order to
overcome situations, company should develop effective plan. For
instance, firm needs to conduct market research which is quite
beneficial in term of allow management gather data relate to
consumers and client needs. Furthermore, in context of
immigration change, management can conduct a group meeting
through which they can discussion impact on all above changes
either external or internal as it enables them to make better options.
2 There are different types of changes occur in the world of business,
that put positive or may be negative impact on JP catering.
Organization should conduct business environmental analysis

which is quite beneficial for its venture growth and success as it
help them to increase productivity and enhance performance level.
Question 4
Outline two (2) recommendations in response to global trends and
incidents.
1 Here is recommended to use the small plate system which is help to manage work in
effective manner. This help to customers and employer is meet the growth of company
at market place as well as achieve goals and objectives of company in an effective
manner.
2 Another recommendation for company to raise of online ordering is help to meet the
growth of goals and objectives of company in an effective manner.
**** END OF ASSESSMENT TASK 3 ****