BSBLDR403 Assessment Task 1 Team Project Plan

This assessment task requires students to form a team, choose a project and facilitate their team to demonstrate leadership in planning to achieve expected outcomes with regards to the chosen project. Their team project plan must include clearly defined tasks and deadlines, team roles and responsibilities, clear objectives and outcomes that are achievable during set timeframes. Planned deliverables should include measures of workplace innovation and productivity such as examples of new ideas and improvements on a balanced scorecard.

Assessment 1
Course:
Intake (month and year):
Student Name:
Email Address:
Mobile Number:
Unit code and title:BSBLDR403 Assessment Task 1 Team project plan
Date submitted:
Submission mode: (please tick)  Online  In-class
Assessment conditions Assessment modality
Satisfactory rate – If this is not achieved the student has the
opportunity to resubmit the assessment after receiving
feedback and re-training as confirmed by their
trainer/assessor
Assessment location: (please tick)
 In-class  online
Team project plan – assessment 1
 Team project Review – assessment 2
 Team project report – assessment 3
Ref: as listed in the Course Unit Outline and
Assessment Due Dates List for the course
Assessor Instructions
The assessment is made when all of the short answer fields in the template are completed. These are to be
completed according to the assessment guide and decision making rules. Final decision is to be made and
recorded on Assessment result below and on the results template via the Course Coordinator.
Required documents and equipment
● Assessment Guide
● Assessment Task 1
● assessment task appendices
● access to computer lab.
Instructions for assessor
This assessment task requires students to form a team, choose a project (from one of four simulated
business scenarios, attached here as appendices) and facilitate their team to demonstrate leadership in
planning to achieve expected outcomes with regards to the chosen project.
Their team project plan must include clearly defined tasks and deadlines, team roles and responsibilities,
clear objectives and outcomes that are achievable during set timeframes. Planned deliverables should
include measures of workplace innovation and productivity such as examples of new ideas and
improvements on a balanced scorecard.
Review the assessment task in detail, including the appendices, which contain the various documents
students require to create the team work plan. Discuss with the students and teams their planning options
and set the teams.
Planning the assessment
● Recommended date for assessment: After Session 4.
● It is suggested that you hand out the assessment task early in the training program (recommend:
Session 1) as there are a number of tasks and activities to be completed as part of this project.
● Time required for assessment: 8 hours (time required may vary as required by individual work teams).
This assessment will be run over a number of weeks to allow for workplace interactions to occur.
● The student must:
○ participate in a work team and a team meeting
○ submit:
– a project plan, with goals and objectives, deliverables and communications
– a portfolio of supporting information, including at least one project management tool,
such as a schedule, action plan, Gantt or milestone chart, a record of addressing
innovation and productivity measures, a gap analysis and/or skills matrix, and training
planners for each team member
– a team work schedule
– completed meeting agenda and meeting minutes templates of their team planning
meeting.
Ref: Assessment Guide for the Assessment & Mayfield Education Assessment Guide: Planning & Conducting Assessment Policy
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Assessment 3 Team Project Plan
Student Instructions
Read each question carefully. In order to be deemed Satisfactory in this compulsory assessment
task you must answer ALL the numbered questions below. Write/type answers in the fields
provided. Short answers should consist of no more than three sentences. This can be typed and
dot points can be used. This must be undertaken by yourself and you are able to use your study
notes to assist you with completing the answers. If you do not receive a ‘Satisfactory’ result (NYS)
you will be provided with an alternative supplementary assessment.
Ref: Student Information Handbook (5) & Student Assessment Policy and Procedure
Student Declaration
I, ……………………………………………… (Student to print name) state that the work I submit is
my own and I have not copied this in any form except where due reference has been made to this.
If you are completing this form electronically, please type your name as an acceptable form of
your signature.
Student Comments:
Ref: Student Information Handbook (5.6)
Student Signature:
If you are completing this form electronically, please type your name
as an acceptable form of your signature.
Date:
Assessment Result (tick √):  Satisfactory
 Unsatisfactory
 Resubmit
Ref: Student Information Handbook (5.6) Reassessment Appeals
NB: The rating of Competency can only be provided as a summative
assessment at the end of a unit.
Outcome recorded on Results sheet (tick
√):  Yes
Date entered:
By whom:
Results are entered into the electronic Results Sheet
Assessor Feedback and Comments to Student:
Assessor Name (printed): Date received:
Assessor Signature (signed):
Ref: Trainer and Assessor requirements as listed in the Sessional Trainers and Assessors Policy and the Policy – Guidelines for
Planning and Conducting VET Assessment & Student Assessments Policy.
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BSBLDR403 – Lead team effectiveness
Assessment 3 Team Project Plan
Team project plan
The assessment task is due on the date specified by your assessor. Any variations to
this arrangement must be approved in writing by your assessor.
Submit this document with any required evidence attached. See specifications below
for details.
Performance objective
You must lead your team in order to identify, establish and document team purpose,
roles, responsibilities, goals and objectives. You must engage the team to develop a
plan which will enable them to incorporate innovation and productivity measures to
meet expected work outcomes. Your plan must be aligned with organisational goals
and objectives.
Assessment description
In this assessment task, you are required to identify a goal, form a team to meet that
goal, and create a plan in order to achieve expected team outcomes.
The mechanism that will underpin the team development will be a project. In the
workplace, teams commonly form around projects to complete the outcomes, and
then adjourn. The difference between a successful and unsuccessful project is often
team effectiveness.
You are required to select a project to work on with your team. You will need to
recruit two or more people to be your team members. You need to demonstrate your
leadership ability to your team, who can be work colleagues, educational colleagues,
family or personal friends/acquaintances. You must engage team members to
incorporate innovation and productivity measures in your work plans and support
your team in meeting expected outcomes.
Procedure
1. Choose a project to be undertaken in your work place OR (if you are currently
not able to undertake a project in your work place) complete the assessment in
the case study in Appendix 1A.
2. If you are choosing a project tin your workplace, provide an outline of this in
Appendix template 1B. You will be of this assessment task to use as the basis
for your team project.
3. Obtain approval of your trainer and assessor for your choice of project and from
your workplace supervisor / management.
4. Organise your team. You will need to choose two (2) or more team members to
assist you, and you will need to inform them of what to expect through their
involvement.
5. Establish, document and agree on the team’s purpose and what the team
needs and wants to achieve.
6. Agree, share and communicate roles and responsibilities within the team.
7. Ensure each person in the team has an opportunity to demonstrate leadership.
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BSBLDR403 – Lead team effectiveness
Assessment 3 Team Project Plan
8. Devise a project plan. Conduct a team meeting to develop a plan with your
team (take minutes of this team meeting) that includes the following elements.
a. Project plan – This includes goals and objectives, deliverables
(incorporating workplace innovation and productivity measures; record
new ideas and achieved improvements on the balanced scorecard), and
a communications and reporting plan.
i. You may use the minutes template at the end of this assessment
task or you may create your own (see Appendix 2 to this task).
ii. Decide with your team how you will monitor and review your plan
during the course of the project. You must decide when you will
meet to review your team’s progress and what kinds of progress
reports will be generated. This information should be recorded in
the communications and reporting plans.
b. Tasks and resources required – You must agree with your team on the
tasks that must be carried out, the resources that will be necessary, and
which tasks may be considered milestones. You may use any of the
following templates to aid in this process; or create your own planning
tools:
i. task list (Appendix 3 to this task)
ii. Gantt chart (Appendix 4 to this task)
iii. milestone chart (Appendix 5 to this task).
c. Team and personal work schedules – Decide who will do what tasks and
when they need to be completed.
i. You may use the work schedule template at the end of this
assessment task or create your own (see Appendix 8 to this task).
ii. Inform your team members that they can also create their own
personal work schedules. You may use the template at the end of
this assessment task (see Appendix 8).
iii. Demonstrate your leadership skills by supporting team members to
set schedules and meet expected outcomes
d. Optional – Skills matrix – Identify the training needs of your team.
Demonstrate leadership by modelling examples of skills and supporting
team development of skills, particularly exploring innovation/productivity
measures. You may use the template at the end of this assessment task
or create your own (see Appendix 6).
e. Optional – Training planner – Plan training where necessary for each of
your team members. You may use the template at the end of this
assessment or create your own (see Appendix 7).
f. Optional – Innovation and productivity measures may be included.
g. Optional – Coaching/mentoring your team members offers you the
opportunity to ensure that they can carry out the tasks that you assign
them.
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BSBLDR403 – Lead team effectiveness
Assessment 3 Team Project Plan
9. You will need to meet with management (your assessor) to:
a. present your project plan, discuss the project’s progress and gather
feedback to relay to the team in Assessment Task 2
b. talk about the importance of maintaining communication throughout the
duration of the project
c. gain approval for the project plan.
10. Submit all documentation to your assessor as per the specifications below.
Make sure to keep a copy for your records.
Student Deliverables
You must:
● participate in a team project planning meeting
● participate in a meeting with management (assessor)
● submit:
● a project plan, with goals and objectives, deliverables and communications
● a portfolio of supporting information and at least one project management
tool, such as schedules, action plans, Gantt or milestone charts, your record
of addressing innovation and productivity measures, your gap analysis
and/or skills matrix, and training planners for each team member
● a team work schedule
● a completed meeting agenda and meeting minutes of your team planning
meeting.
Your assessor will be looking for evidence of:
● consultation with team members in order to establish clear team purpose, roles,
responsibilities, goals and objectives
● engagement of team members to incorporate innovation and productivity
measures in work plans
● your providing opportunities for your team members to participate in planning,
decision-making and problem-solving
● leadership (facilitation) of the work team to encourage others to take
responsibility for their own work and to assist team members in undertaking
required roles and responsibilities
● your contribution to the work team serving as a role model for other team
members
● knowledge of organisational goals, objectives and plans
● open communication with management (assessor) at all times.
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Assessment 3 Team Project Plan
Appendices
Appendix 1A: Case study
Case study 4: Fernwood Pharmacy
The following document is an excerpt from Fernwood Pharmacy’s
business plan. Fernwood Pharmacy Business Plan
Fernwood Pharmacy is an innovative, professional business tailored for the rural
demographic. Fernwood Pharmacy is an innovative company that was established
by three registered pharmacists.
Fernwood provides tailor-made services for the immediate community and for
those more remote areas in Australia where health services are deteriorating and
the opportunity for business growth exists. This is achieved by compounding
specialist lines, and promoting this type of care to consumers and health
prescribers, including doctors, dentists and other health care professionals.
Fernwood values innovation and this is reflected by its focus on the diverse roles of
a pharmacist, with the objective of strong returns for its shareholders.
1.1 Objectives
The objectives for the first three years include the following.
● Enhance community understanding about compounding pharmacy and its
services.
● Increase the number of customers by more than 30% per year.
● Develop a business that survives off its own cash flow.
● Initiate and facilitate a community committee by the end of the first year of
business.
● Make Fernwood Pharmacy the leading pharmacy in Western Australia by
offering knowledgeable and professional customer service. Customer service
will be measured through repeat business (our goal is that 70% of our
customers will return within six months for an additional purchase).
1.2 Mission
Fernwood Pharmacy will:
● be the pioneers of individualised health care for rural communities in Western
Australia
● strengthen relationships with our local health care professionals and other
health care facilities in order to gain greater community presence as the
destination rural compounding pharmacy
● be recognised as the leading rural compounding pharmacy as we expand our
business into other rural regions of Australia
● employ innovative strategies to attract and retain talented staff in order to
maintain a professional and positive work culture
● strengthen community ties by way of a community liaison committee and
participation in community events.
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BSBLDR403 – Lead team effectiveness
Assessment 3 Team Project Plan
Your project, should you choose Fernwood Pharmacy:
You are the team leader of a team of market research consultants. Fernwood
Pharmacy has employed your organisation to create a customer satisfaction survey
for their company.
The following chart displays the organisational structure of your company, Southbank
Market Research.
Your team must provide the following:
● a tailor-made customer satisfaction survey consisting of ten questions. Please
provide one A4 copy in printed format as a sample for viewing.
● details regarding how the data will be collected (telephone, internet, mail, in-
store feedback questionnaires, etc.)
● description of the format in which the results will be presented
● an estimate of the required number of surveys to be distributed
● an estimate of the total cost of the service.
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Assessment 3 Team Project Plan
1. Customer Satisfaction Survey (10 questions)
Question Stron
gly
Disag
ree
Some
what
Disag
ree
Neither
Agree
or
Disagre
e
Some
what
Agree
Stron
gly
Agre
e
1. I am satisfied with how the company performed
on this project
2. The service representatives are well trained
3. The representatives adhere to professional code
of conduct
4. The company and representatives works towards
my best interests
5. The customer service is prompt and efficient
6. The company takes takes customer complaints
seriously with prompt response
7. The representatives are clear and precise in the
information they provide
8. The representatives are supervised well
9. I am willing to return for their service for future
needs
10. I will recommend this service to my friends and
families
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Assessment 3 Team Project Plan
2. Collection of Data:
The data will be collected using 5 methods:
i. Telephonic Surveys: Customers will be called on their telephones and will be requested to
participate in the survey.
ii. Internet Surveys: The survey questionnaires will be available in the company’s website,
which the customer can download and fill up and submit on the customer portal
iii. Customers will also be sent the questionnaire via email
iv. In Store Feedback: Questionnaires will be also available at the stores
v. In person surveys: For customers who are unable to participate in the survey forms above
will also get a house visit for conducting the survey, with prior appointment
3. Data Presentation
The collected data will be statistically presented in the form of tables, charts and graphs.
4. Number of surveys to be distributed
A total of 1000 surveys will be distributed, each through emails, questionnaire forms and
email invites for telephonic or in person feedback survey.
5. Total Cost of Service:
The total cost of the service will be approximately 500AUD
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Assessment 3 Team Project Plan
Appendix 1B: Workplace Project
Name of the Organisation:
Department:
Mission, Vision and Values statements:
Department Objective:
Name of the Project:
Rationale for the Project:
Objectives of the Project:
Department Objectives
The objectives for the department are.
(List 3)
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BSBLDR403 – Lead team effectiveness
Assessment 3 Team Project Plan
Your project:
You are the team leader of a team of consultants. Your organisation has employed
you and your organisation to create a customer satisfaction survey for their company.
Please attach an organisation chart as part of your folio
You are leading your team. Your team must provide the following:
● a tailor-made customer satisfaction survey consisting of ten questions. Please
provide one A4 copy in printed format as a sample for viewing.
● details regarding how the data will be collected (telephone, internet, mail, in-
store feedback questionnaires, etc.)
● description of the format in which the results will be presented
● an estimate of the required number of surveys to be distributed
● an estimate of the total cost of the service.
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Assessment 3 Team Project Plan
Appendix 2: Team meeting minutes template
Date: ............................................................................................... Time: .................
Attended by: Managers
Apologies:
To: Managing Director
Cc: Research manager, Sales And Marketing manager, Admin and Finance
manager, HR Manager, IT Manager
Item/Issue Outcome/action When Who
Understanding the
customer’s perceptions
towards the service
1. Presentation of survey
questionnaire
2. Presentation of the
feedback data
3. Presentation of the
data analysis
9 am Research
Manager
Increasing the customer
base
1. Strategies to reach a
wider customer base
2. Advertisement
strategies
11 am Sales
and
Marketing
Manager
Company performance 1. Cost benefit analysis
2. Return on investment
3. Company profits
analysis
Admin
and
Finance
manager,
Research
Manager,
Sales
and
marketing
Manager
Skills Development 1. Training and education
2. Mentoring
3. Supervision
1pm HR
manager,
Research
manager,
IT
Manager
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Assessment 3 Team Project Plan
Community Committee
Development
1. Analysis of community
needs
2. Assessment of
Community committee to
address these needs
3pm IT
Manager,
Research
Manager,
HR
Manager
Distribution of the roles
and responsibilities
1. Assessment of key
responsibility areas
2. Assessment of skills
needed for each area
3. Assignment of KRA’s to
key managerial positions
5pm Managing
Director
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Assessment Task 3 Team Project Plan BSBLDR403 – Lead team effectiveness
Appendix 3: Task list template
Task Start date Length
(days/weeks/months)
Type
(Sequential/Parallel)
Dependent on Resources
required
A Customer
feedback
August 1st.
2018
2 Months Sequential Research
Manager,
Sales and
Marketing
Manager
Feedback
forms
B Feedback
Assessment
October 1st,
2018
1 week Sequential Research
Manager
SPSS and data
analysis
softwares
C Cost Benefit
Analysis
October 8th 2 days Parallel Admin and
Finance
manager
Financing tools
D Return On
Investment
Analysis
October 8th 2 days Parallel Admin and
Finance
manager,
Sales and
Marketing
Manager
Financing tools
E Analysis of
company profits
October 8th 2 days Parallel Admin and
Finance
manager,
Sales and
Marketing
Manager
Financing tools
F Training October
10th
20 days Sequential Research
Manager, HR
Manager
Training
materials
G Analysis of
community
needs
November
1st
1 day Parallel Research
Manager
Statistical data
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H Assessment of
community
committee
November
1st
1 day Parallel Managing
Director
Statistical data
I Outlining the
key
responsibility
areas
November
1st
1 day Parallel Managing
Director
Whiteboard
J Skills analysis November
1st
1 day Parallel Research
Manager
Whiteboard
K Assignment of
job roles
November
1st
1 day Parallel Managing
Director
Emails,
whiteboard
L Evaluation of
performance
January 1st,
2019
2 weeks Sequential Managing
Director
Whiteboard
M Continuous
improvement
strategies
January
14th, 2019
1 day Parallel Managing
Director
Whiteboard
N Advertising and
campaigns
January
14th, 2019
1 day Parallel Sales and
Marketing
Manager
Whiteboard
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Appendix 4: Gantt chart template
Day/week/month
Activity 1 2 3 4 5 6 7 8 9 10
Customer feedback
Feedback Assessment
Cost Benefit Analysis
Return On Investment Analysis
Analysis of company profits
Training
Analysis of community needs
Assessment of community committee
Outlining the key responsibility areas
Skills analysis
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Assignment of job roles
Evaluation of performance
Continuous improvement strategies
Advertising and campaigns
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Assessment Task 3 Team Project Plan BSBLDR403 – Lead team effectiveness
Appendix 5: Milestone chart template
Milestone Team member
responsible Due date
Develop an understanding
towards the customer
perceptions of the service
Sales and Marketing
manager, Research
Manager
November 2nd
Analysis of company’s
performance
Research Manager November 2nd
Training staff Research Manager,
HR Manager
November 2nd
Develop understanding of the
community needs
Sales and Marketing
manager, Research
Manager
November 2nd
Outlining strategies to attract
more customers
Sales and marketing
manager
November 2nd
Evaluation of the strategies to
attract customers
Sales and marketing
manager
November 2nd
Advertising and campaigning Sales and marketing
manager
November 2nd
Increasing the number of
dedicated customers
Sales and marketing
manager, Research
Manager
November 2nd
Increase sales by 70% Sales and marketing
manager, Research
Manager
December 1st
Increasing customer base by
100%
Sales and marketing
manager, Research
Manager, IT
Manager
December 1st
Allocation of key responsibilities Managing Director December 1st
Application of continuous Research Manager, December 1st
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Assessment Task 3 Team Project Plan BSBLDR403 – Lead team effectiveness
improvement strategies HR Manager
Skills development by 100% Research Manager,
HR Manager,
Managing Director
December 1st
Increasing inventory by 200% Admin and Finance
manager, Sales and
Marketing Manager,
Research manager
December 1st
Reducing costs of production by
20%
Admin and Finance
manager, Sales and
Marketing Manager,
Research manager
December 1st
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Assessment Task 3 Team Project Plan BSBLDR403 – Lead team effectiveness
Appendix 6: Skills matrix template
Name
Skill
Communicat
ion
Customer
centricity
Service
Improveme
nt
Reflective Interperson
al
Leadership
IT Manager
Admin and Finance Manager
Research Manager
HR Manager
Sales and Marketing Manager
Managing Director
Legend:
Team member has no training.
Team member can’t perform task independently.
Team member can perform task independently with
supervision.
Team member can perform task independently.
Team member can train others to perform task.
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Appendix 7: Training planner template
Team member:.......................................................................................................
Team leader: .........................................................................................................
Skills to be
developed
Training
activity/method
Actual
skill
level
Desire
d skill
level
Scheduled
date/time
Communication Communication
training
October 10th
Technical Theoretical training
and on job training
October 11th
Leadership Leadership skills
development
October 12th
Interpersonal Interpersonal skills
development
October 13th
Intrapersonal Intrapersonal skills
development
October 13th
Customer
centricity
Customer service
training
October 14th and
15th
Service
Improvement
Process
development skills
October 15th 16th
and 17th
Reflective Journal keeping October 18th
Analytical SPSS training October 19th and
20th
Legend:
Team member has no training.
Team member can’t perform task
independently.
Team member can perform task
independently with supervision.
Team member can perform task
independently.
Team member can train others to
perform task.
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Assessment Task 3 Team Project Plan BSBLDR403 – Lead team effectiveness
Appendix 8: Work schedule templates
Team work schedule
Step Task/action Team member/s Start
date
Due
date
1 Customer feedback
collection
Assistant August
1st
August
30th
2 Customer interviews Assistant August
1st
August
30th
3 Data collection Assistant October
1st
Octobe
r 30th
4 Data analysis Research
manager
October
1st
Octobe
r 30th
5 Needs assessment Research
manager
Novemb
er 1st
Novem
ber
30th
6 Skills development Research
manager
Novemb
er 1st
Novem
ber
30th
7 Strategic planning Research
manager
Novemb
er 1st
Novem
ber
30th
8 KRA assignment Managing
Director
Novemb
er 1st
Novem
ber
30th
9 Evaluation Research
manager
Decemb
er 1st
Decem
ber
30th
10 Measurement of outcomes Assistant Decemb
er 1st
Decem
ber
30th
11 Future strategy Assistant Decemb
er 1st
Decem
ber
30th
12 Risks assessment Assistant Decemb
er 1st
Decem
ber
30th
13 Emergency planning Assistant January
1st
Decem
ber
30th
14 Community setup Assistant January
1st
Decem
ber
30th
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Assessment Task 3 Team Project Plan BSBLDR403 – Lead team effectiveness
Appendix 9: Project plan template
Project title
Skills Development
Purpose
Developing technical and communication skills of the representatives.
Project goals/objectives
1. Representatives have better understanding of the customer’s healthcare
needs and related medications
2. Representatives and well behaved, polite and is able to communicate
effectively with customers.
Deliverables/milestones
.............................................................................. Due date:..................................
.............................................................................. Due date:..................................
.............................................................................. Due date:..................................
Risk assessment plan
Risk
Likelihood
(high/medium/lo
w)
Impact
(high/medium/low) Management strategy
Wrong
prescript
ions
Low High Training
Billing
errors
Medium Medium Billing softwares
Inaccura
te
inventor
y
manage
ment
High Medium Point of sales softwares
Fire
hazard
Low High Emergency protocol
training and fire drills
Communications and reporting plan
Stakeholder Information required When required Format
Customers Services and products December 1st, Document
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Assessment Task 3 Team Project Plan BSBLDR403 – Lead team effectiveness
available 2019
Public health
Authorities
Compliance reports and
performance reviews
December 1st,
2019
Document
Owners
Performance reviews,
profits analysis
December 1st,
2019
Document
Board of
Directors
Performance reviews,
profits analysis
December 1st,
2019
Document
Shareholders Performance reviews,
profits analysis
December 1st,
2019
Document
Scheduled review dates:
.............................................................................. Due date:..................................
.............................................................................. Due date:..................................
.............................................................................. Due date:..................................
.............................................................................. Due date:..................................
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Assessment Task 3 Team Project Plan BSBLDR403 – Lead team effectiveness
Appendix 10: Meeting agenda template
Team meeting
Meeting title: Customer Feedback Analysis
Venue, time, date, duration: Office, time 9 am, August 1st, 12 hours
Agenda
No. Time Item Responsible
1. 9am Opening/Welcome Chairperson
2. 11am Customer feedbacks and
surveys
Research Manager
3. 1pm How to increase customer
base
Sales and Marketing
Manager
4. 3pm Company performance Admin and Finance
manager, Research
Manager, Sales and
marketing Manager
5. 4pm Skill development plans HR manager, Research
manager, IT Manager
6. 5pm Community committee
development plan
IT Manager, Research
Manager, HR Manager
7. 6pm KRA distribution Managing Director
8. 8pm Adjournment/Next Meeting Chairperson
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Assessment Task 3 Team Project Plan BSBLDR403 – Lead team effectiveness
Appendix 11: Project progress/status report template
Project title:
Project manager:
Progress report Report no.
RAG Status*: RED / AMBER / GREEN
Tasks, milestones, deliverables
achieved this period
Completion dates
Task, milestone,
deliverable
Comments Scheduled Actual
Sending feedback
and survey forms to
customers
Customers will be
sent questionnaires
for survey through
email and
interviewed face to
face or on phone
July 31st July 1st
Collection of
completed
questionnaire
Collection of filled
up questionnaires
from the stores, and
online forms
August 31st August 1st
Analysis of data Collected data will
be analysed to find
patterns
August 31st August 1st
Major risks and issues
Risk/issue Impact Action taken/management strategy
Wrong
prescriptions
Medical
Complications
(RED)
Training customer representatives
Billing errors
Wrong bill sent
to customers
(GREEN)
Billing softwares used
Inaccurate
inventory
management
Inventory not
up to date
(AMBER)
Point of sales softwares used
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Assessment Task 3 Team Project Plan BSBLDR403 – Lead team effectiveness
Tasks, milestones, outcomes scheduled
for next period
Completion dates
Tasks, milestones,
outcomes
Comments Scheduled Forecast
Sending feedback
and survey forms to
customers
Online, telephonic,
face to face
July 31st NA
Collection of
completed
questionnaire
Online, telephonic,
face to face
August 31st NA
Analysis of data Using Data analysis
softwares, graphs
and tables
August 31st NA
* 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%).
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