BSBMGT401 Show Leadership in the Workplace - Student Assessment Pack

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This Student Assessment Pack includes all your tasks for assessment of BSBMGT401 Show leadership in the workplace. This unit requires that you complete 5 assessment tasks. You must complete all tasks to achieve competency for this unit. The assessments cover topics such as organisational values, leadership styles, group development, performance planning, and managing difficult behaviour. You will also be observed by your assessor showing leadership in a workplace team situation.

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STUDENT ASSESSMENT
PACK ( S u
m m a t i v e )

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B S B M G T 4 0 1
SHOW LE A DERS HI P I N THE W ORKP LA CE

BSB42015 Certificate IV in Leadership and Management

BSB – Business Services Training Package (Release 2.0)
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Student first name:
______________________________________________________________________

Student last name:

______________________________________________________________________
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© 2016 Eduworks Resources*
© 2017 Adelaide Educators Pty Ltd trading as Adelaide College of Technical Education

*Eduworks Resources is a division of RTO Advice Group Pty. Ltd. Cover images © Bigstock

www.bigstockphoto.com

‘This is a modified document based on materials prepared by Eduworks Resources.’
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Contents
Assessment Overview
..............................................................................................................................4
Assessment Submission Instructions
....................................................................................................... 6
Assessment Plan
.......................................................................................................................................7
Assessment Cover Sheet – Assessment Task 1
....................................................................................... 9
Assessment Task 1: Written questions
...................................................................................................11
Assessment Cover Sheet – Assessment Task 2
......................................................................................19
Assessment Task 2: Case study – Develop a performance plan
............................................................21
Assessment Cover Sheet – Assessment Task 3
......................................................................................26

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Assessment Task 3: Role Play – Performance review...........................................................................28
Assessment Cover Sheet – Assessment Task 4
......................................................................................33
Assessment Task 4 : Case study/ Observation – Lead a work team
......................................................34
Assessment Cover Sheet – Assessment Task 5
..................................................................................... 36
Assessment Task 5 : Major Project – Part 1
..........................................................................................37
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Assessment Overview
This Student Assessment Pack includes all your tasks for assessment of BSBMGT401 Show

leadership in the workplace

About your assessments

This unit requires that you complete 5 assessment tasks. You must complete all tasks to achieve

competency for this unit.

Assessment Task
About this task
Assessment Task 1: Written questions

You must correctly answer each question to
demonstrate their

knowledge of the unit requirements.

Assessment Task 2: Case study – Develop

a

Read through the case study provided and review the
position

performance plan

description, and the organisation’s goals and objectives

beneath

it.

From the information provided, develop a
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performance plan in
accordance with the organisation’s goals and objectives and

the

position description.

Assessment Task 3: Role Play

Performance

Using the performance plan you developed in
Assessment Task

review

2, you are required to participate in a role play to undertake

a

performance review with an employee.

Assessment Task 4: Case study/

Observation –

Based on the case study supplied, you will be
observed by your

Lead a work team
assessor showing leadership in a workplace team.
Assessment Task 5: Major Project

You must complete Part 1 of the Major Project for this
unit

How to submit your assessments

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When you have completed each assessment task you will need to submit it to your assessor.
Instructions about submission can be found at the beginning of each assessment task.

Make sure you photocopy your written activities before you submit them – your assessor will put the

documents you submit into your student file. These will not be returned to you.

Assessment Task Cover Sheet

At the beginning of each task in this pack, you will find an Assessment Task Cover Sheet. Please fill it

in for each task, making sure you sign the student declaration.

Your assessor will give you feedback about how well you went in each task, and will write this on the

back of the Task Cover Sheet.

Assessment appeals

You can make an appeal about an assessment decision by putting it in writing and sending it to us.

Refer to your Student Handbook for more information about our appeals process.
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BSBMGT401 Student Assessment Pack v2.00 June 2018

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Reasonable Adjustment
Reasonable adjustment is available to all students for assessments and must be requested in writing,

using the Reasonable Adjustment form – this includes extensions which must be requested 1 week

prior to the assessment task due date. Reasonable Adjustment forms are available from
your trainer.
On receipt of your completed Reasonable Adjustment form, your trainer/assessor will consider your

request and advise whether it is approved and what action will be taken.

Recognition of Prior Learning (RPL)

RPL is a formal process that recognises skills developed through previous training, work or life

experience, which match a unit of competency in a training course. If you believe you already have

the skills covered in this unit of competency, discuss this with your trainer, who will provide you with

instructions for applying for RPL.

National Recognition / Credit Transfer

Qualifications or statements of attainment issued by other Registered Training Organisations are

recognised by the College. Where this unit of competency is equivalent to a unit of competency

previously completed with another provider, credit transfer will be offered and the course length

adjusted accordingly. It is the responsibility of the student to provide the relevant evidence of

qualifications or statements of attainment issued by other Registered Training Organisations, which

will be verified by the College prior to credit transfer being applied.

Support Services

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Your trainer/assessor is able to clarify any aspect of an assessment task prior to it being administered.
This may include clarifying: knowledge and skills covered during the training program; the meaning

of written assessment questions; performance standards for practical assessments; and marking

criteria.

Once the assessment process has commenced however, the assessor is not able to provide any

intervention or guidance, unless it is to prevent an unsafe act from being performed.

Please ask for help when you need it, as your trainer/assessor may not be aware that you have not

understood aspects of the training program, or are not feeling confident enough to engage in

assessment activities.

Plagiarism

Plagiarism is using the words or ideas of others and presenting them as your own. Plagiarism is a type

of intellectual theft. It can take many forms, from deliberate cheating to accidentally copying from a

source without acknowledgement. In your assessments you must come up with your own ideas,

however, at times you may need to make reference to work that has been conducted by others.

Important points to be aware of:

Know what plagiarism is – refer to http://www.plagiarism.org/ for more information
Reference your work / acknowledge all of your sources
“All of the following are considered plagiarism:

turning in someone else's work as your own
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copying words or ideas from someone else without giving credit
failing to put a quotation in quotation marks
giving incorrect information about the source of a quotation
changing words but copying the sentence structure of a source without giving credit
copying so many words or ideas from a source that it makes up the majority of your work,
whether you give credit or not...”

iParadigms. 2014. What is Plagiarism?. [ONLINE] Available at:

http://www.plagiarism.org/plagiarism-101/what-is-plagiarism.
[Accessed 17 April 2016].
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Assessment Submission Instructions
How to submit your assessments

When submitting an assessment task, please adhere to the following:

A completed Assessment Cover Sheet must be attached to the front of all work submitted for
assessment.

Written assessment tasks must be submitted using the recommended format for written submissions
(see below), or they may be hand written. Please ensure that your hand writing is clear and legible.

When answering questions associated with an assessment task, ensure that you use your own words
(plagiarism will not be tolerated) and reference where appropriate, using the Harvard Referencing

Guide https://www.citethisforme.com/harvard-referencing, or the Harvard Generator

http://www.harvardgenerator.com/

Ensure that your assessment task is submitted on or before the due date specified by your
trainer/assessor.

When you have completed each assessment task you will need to submit it to your assessor.

Further instructions about submission can be found at the beginning of each assessment task.

Make sure you photocopy your written activities before you submit them – your assessor will put the

documents you submit into your student file. These will not be returned to you.

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Once your submitted assessment task has been assessed, your assessor will provide you with feedback
and the assessment outcome.

Format for written submissions

When you are using a word processing program, such as Microsoft Word, to prepare your written

assessment task, please adhere to the following guidelines:

1.
Completed Assessment Cover Sheet
2.
Title of the task
Arial, Size 14 pt., Bold
3.
Headings
Arial, Size 12 pt., Bold
4.
Text
Arial, Size 11 pt.
5.
Table Content
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Arial, Size 10 pt.
6.
Line Spacing
1.5
7.
Length
The number of words are specified in the task description for each individual assessment
method, where applicable.

8.
Presentations are to be created using presentation software, such as Microsoft PowerPoint.
Resources such as a data projector, whiteboard markers, speakers, pen pointers and presentation

screens will be provided.

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Assessment Plan
The following outlines the requirements of your final assessment for this unit. You are required to

complete all tasks to demonstrate competency in this unit.

Your assessor will provide you with the due dates for each assessment task. Write them in the table

below.

Assessment Requirements
Due date
1.
Written questions
2.
Case study – Develop a performance plan
3.
Role Play – Performance review
4.
Case study/ Observation – Lead a work team
5.
Major Project
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AGREEMENT BY THE STUDENT
Read through the assessments in this booklet before you fill out and sign the agreement below. Make

sure you sign this before you start any of your assessments.

Have you read and understood what is required of you in terms of assessment?
Yes No
Have you read and understood the RTO’s policies and procedures related to
Yes No
reassessment?

Do you understand the requirements of this assessment?
Yes No
Do you agree to the way in which you are being assessed?
Yes No
Do you have any special needs or considerations to be made for this

assessment?
Yes No
If yes, what are they?

________________________________________________________________

____

Do you understand your rights to appeal the decisions made in an assessment?
Yes No
Student name:

___________________________________________________________________________
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Student signature: ______________________________________________ Date:
___________________

Assessor name:

__________________________________________________________________________

Assessor signature: _____________________________________________
Date:
___________________

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BSBMGT401 Student Assessment Pack v2.00 June 2018

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Assessment Cover Sheet – Assessment Task 1
Students:

Please complete this cover sheet clearly and accurately.
Make sure you have kept a copy of your work.
Name:

Date of submission:

Unit:

BSBMGT401 Show leadership in the workplace
Assessment Task:

Written questions

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STUDENT DECLARATION
I declare the following:

That these tasks are my own work
None of this work has been completed by any other person.
I have not cheated or plagiarised the work or colluded with any other student/s.
I have correctly referenced all resources and reference texts throughout these assessment tasks
I understand that if I am found to be in breach of policy, disciplinary action may be taken against me
Student signature:

________________________________________________________________________

Student name:

___________________________________________________________________________

Please Note: The above must be completed in full before your assessment work is assessed
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Assessor to complete
Satisfactory (S)/
Was this a
Not Satisfactory
resubmission?
Assessment Task
(NS) Date Y/N
Written questions

Is Resubmission required?
Yes No Resubmission Due Date:
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ASSESSOR FEEDBACK
Assessors: Please return this cover sheet to the student with assessment results and feedback.

A copy must be supplied to the office and kept in the student’s file with the evidence.

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Assessor signature:

____________________________________________________________________________

Assessor name:

______________________________________________________________________________

Date:

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© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D
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Assessment Task 1: Written questions
TASK SUMMARY:

This is an open book test – you can use the Internet, textbooks and other documents to help you with
your answers if required.

You must answer all questions correctly.
Write your answers in the space provided.
If you need more space, you can use extra paper. All extra pieces of paper must include your name
and the question number/s you are answering.

You may like to use a computer to type your answers. Your assessor will tell you if you can email
them the file or if you need to print a hard copy and submit it.

RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK

Access to textbooks and other learning materials
Access to a computer, printer, Internet and email and word processing software
WHEN AND WHERE SHOULD THE TASK BE COMPLETED?
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This assessment may be done in your own time as homework or you may be given time to do this
task in class (where applicable).

Your assessor will provide you with the due date for this assessment.
WHAT NEEDS TO BE SUBMITTED?

Your answers to these questions
INSTRUCTIONS:

Answer the questions below:

QUESTION 1

What is meant by ‘
organisational values’?
Every business
organisation set different values according to which employees and manager behave
in the workplace. Organisation all value provides guidelines and direction to employees so that they

can perform work accordingly to attain set goals and objectives. Value is a
set of beliefs, action,
mission,
and action that assist employee and manager to manage overall business activities. With the
help of
organisational value, manager can avoid the chance of issues and conflicts within the
workplace among employees (
Boekhorst, 2015). Organisational value list statement includes various
ethics and principles that help to maintain good cultural and working environment where employees

can perform their roles and responsibilities properly.

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QUESTION 2
Explain how you would determine an organisation’s standards and values when they are:

Stated:
Analyse organisation value through official website and webpage

Examine by using newspapers and magazines

Analyse organisational value by taking help of articles and journals.

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Implicit:
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Organisational value can be examine by the behaviour of employees and manager
By taking help of different principles and policies

Analyse by evaluating employee’s action to attain set goals and objectives

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QUESTION 3

Research the Internet and choose a well- known
organisation that is similar to your own line of work.
Write down this
organisation’s standards and values, and how you identified them. (Remember, they
may not be stated and you may need to consider how the
organisation projects itself to the public.)
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Tesco is largest retailer company of UK that offer wide range of products and services to customers in

high quality. This organisation follows great organisational value to meet set goals and objectives. All

employees, manager and supervisor respect each other that help to maintain good working

environment at workplace (
Woestman and Wasonga, 2015). Tesco has major aim to satisfy wants and
needs of customer by providing great quality products according to their perception and expectation.
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QUESTION 4
Explain what you think is meant by the term ‘role model’.
A role
model can be any person who inspires other person to become like him. A role model can be
an individual with whom regular interaction is done or
maybe someone with whom person never
met like a
celebrity. Within the organisation employees can get inspire and motivate by great leader
and manager so it is necessary for them to give high attention
to their action (Roebuck, et. al., 2013).
Good leadership and manager are a
role model for the employees if they are satisfied with their
action and decision. It is necessary for leaders to encourage and motivate employees in a
proper way
to achieve set goals and objectives.
The success of leaders and the great decision can inspire
employees to become like him.

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List four examples of good leadership role modelling.
The positive attitude of the leader’s towards any kind of situation set role model example in front of
employees and they get motivated to attain set goals and objectives.

If a leader gives high attention on communication process and communicate to employees on
regular basis to resolve their issues and problem.

To become role model it is necessary for a leader to motivate and inspire employees to perform any
difficult task in the workplace.

To good leadership role modelling it is essential for leaders to encourage and support employees by
creating healthy working
culture and environment for them.
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QUESTION 5

Provide three examples of standards and values that could be damaging to an
organisation’s image.
What would you do in each of these circumstances?

If a
manager uses wrong marketing tactics and strategies then it will impact negatively on
organisation
image.
It is necessary for an
organisation to treat employee properly because if manager does not treat
employee properly then it will influence negatively image of
organisation (Robertson and Barling,
2013
).
If any organisation do not consider ethical factors in the production process then it also affect

organisational image.

in such circumstance I will consider great marketing strategies without affecting interest of

customer, treat equal to all employees and consider ethical elements in the production process.

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BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831

RTO ID: 40336 CRICOS ID: 03187D
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QUESTION 6

What does working with integrity and credibility mean to you? How would you ensure you worked in

this way in a leadership role?

Working with integrity means performing activities in different circumstances
to considering ethical
and moral convictions even if nobody is watching.

Working with credibility means doing any kind of task and activity to build a reputation for ethical as

well as truthful
behaviour in front of others.

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It is necessary for leaders to inspire and motivate employees towards set target through ethical
manner so that they can perform allocated task with truthful and loyal manner. Leaders need to give

high attention on support and encouragement to all employees for achieving desired outcomes

without doing any kind of discrimination between employees (
Laschinger, et. al., 2012).
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QUESTION 7

What are the four styles of leadership? Briefly describe each and advise under what circumstances

you believe this leadership style should be used in the workplace.

Style 1:
Democratic leadership style: In this kind of leadership leaders give high focus on power
and share functions with employees to achieve desired outcomes. In this leadership style leaders

involve employees in decision making as well as planning process to take right decision that help to

improve operations of the organisation. It is one of most famous leadership style because it helps to

create positive relationship and environment in the workplace that help to attain set goals and

objectives effectively (
Muenjohn and McMurray, 2016). In difficult circumstance leader can take
right decison by using this leadership style because all employees give their contribution in taking

right decison.

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Style 2:
Laissez-faire: In this, both manager and leaders have the freedom to think anything to
achieve desired outcomes and complete allocated task. It is a
beneficial leadership style through
which
organisation can easily improve function and operation in the large competitive marketplace.
Laissez-faire is effective when employees are highly skilled and qualified. In this leadership
style,
leaders give high focus on soft skills to improve performance and profitability of the
organisation.
With the help of this
leadership, style leader can avoid conflicts and issues between employees and
supervisor that influence profitability and productivity (
Hutchinson and Hurley, 2013). It is
necessary for leaders to motivate employees towards the roles and responsibilities so that they can

perform allocated task in
most suitable and proper manner to achieve set goals and objectives in a
certain
time. It is a major responsibility of leader and manager to encourage and motivate employees
to perform well in the workplace.

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Style 3:
Paternalistic: It is an effective leadership style in which less turn over problem arises in the
organisation. With the help of this leadership style leader and manager can maintain good working

culture and environment in the workplace.
In Paternalistic leader explain proper reason for every
action to employees so that they give full efforts to increase level of profitability and performance.

This will help to reduce the chance of risk and issues that impact negatively on performance and

productivity of employees. It is useful leadership style that helps in improving effectiveness in

products and services of employees (
Lutgen-Sandvik and Tracy, 2012).
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Style 4:
Authoritarian: In this leadership style manager have full power to control and manage
entire organisational function to achieve set goals and objectives. There is one way communication

which reduces conflicts and problem. Employees receive instruction from top authority according to

which they perform allocated roles and responsibilities. It is major responsibility of manager to

follow one way communication so that chance of risk and conflicts can be avoided in the workplace.

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QUESTION 8
Groups can be structured into two types – formal and informal.

Provide a definition of informal groups.
Informal groups are those that are formed in response to any requirement and need of organisation

and not included in formal structure. It is generally social structure which performs different task

and practices without any roles and responsibilities in the workplace. There are no policies,

procedures and principles are set by the organisation for informal groups. In this there is no

professional relationship between members of the informal group (
Mitonga-Monga, et. al., 2016).
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Provide a definition of formal groups.
In the business organisation formal group have professional relationships which are maintain by

each member to achieve better result. Each member have to follow policies, principles, practices and

code of conduct while performing their roles and responsibilities in the organisation to attain desired

outcomes effectively.

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QUESTION 9
As a leader of a group, you will sometimes come across difficult group
behaviour. Explain two types
of difficult
behaviour you might see (or have seen if you have been part of a group before) and how
this can occur.

Type 1:
Aggressive behaviour: Within the organisation there are lots of changes takes place in the
behaviour of employees. Employees react differently in different circumstances that influence their

performance and productivity in the workplace. It is responsibility of leader to motivate and

encourage employees to perform and handle difficult situation without doing any kind of shouting,

hitting and swearing on others (
Liu, et. al., 2013).
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Type 2:
self-injurious behaviour: Many times employees come on physical violence due to work
pressure and frustration that must be control by handle any type of situation in proper way. It is

highly important for employees to reduce any kind of self-injurious behaviour that can affect

negatively to others.

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RTO ID: 40336 CRICOS ID: 03187D
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QUESTION 10

What are the stages of group development? Briefly describe each.

It is very much important for a
manager to follow various stages of group development to increase
the
level of profitability and productivity in the organisation. With the help of Tuchman,
development group manager can give high attention
to group development. The major aim of
manager to use this tool is to improve the
performance of the group quickly. There are five stages
involve in the Tuchman development model which are examined as under:

Forming:
It is the starting stage in which team is formed in which each member are the polite and
positive attitude. In this
stage, they understand work and each other.
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Storming: It is the second stage in which manager push employees against the boundaries. In this
stage chance of conflicts arise between employees because task and roles
are allocated to them by
the
manager.
Norming:
In this stage resolve the issues and problem by understanding the different situation. To
achieve desired outcomes team member comes together to perform a
specific task.
Performing:
It is the fourth stage in which each member gives their best to achieve desired goals
and objectives in the
allocated task.
Adjourning:
It is last stage of group development in which member stop their task and activities
and result can be checked out by the manager (
Wong and Laschinger, 2013).
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QUESTION 11
Below are some examples of
behaviour that may not reflect an organisation’s standards and values and
may damage the
organisation’s image. For each of the below examples identify whether you think this
is appropriate
behaviour or not. If not, explain why you feel this is the case.
Appropriate?

Scenario
Yes/No The reason why, if not appropriate
Staff member standing out the front
No
of the office building making racist

It is necessary for a
business organisation to
avoid any kind of racist in the workplace

according to
the laws and policies.
comments about a client

A staff
member in uniform assisting
an

an elderly
lady with picking up
dropped
Yes
To maintain a
good culture and environment it is
necessary for the
manager to give high attention
to
the needs and wants of employees.
change on the street

Staff member assisting a client in the
Yes The organisation can build a good brand image
and reputation among people by
dealing with
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clients in a proper manner.
office with directions to their next

appointment

Staff member refusing to assist a

It is a
major responsibility of the manager to
guide employees so that they treat all clients

equally without doing any kind of discrimination

on the basis of
religion.
client in the office as they disagreed
No
with their religious views

A staff
member in uniform verbally No
The manager
should give punishment to the
employee
in such kind of activity because it
affects
negatively on organisational image and
reputation.

abusing someone on public transport

QUESTION 12

Using the above examples as a guide, how would you manage someone in your work team who was

damaging your
organisation’s image with their negative behaviour? What communication channels
would you use to discuss this and what procedures would you need to follow?
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By inspiring, motivating and encourage towards the set goals and objectives without doing any kind of
harmful activity manager and leaders can manage entire workforce and employees in the workplace.

With the help of effective policies, practices and system perform and work of an employee can be

handling by manager in an effective manner. With the help of leadership style leader can improve

performance and productivity of employees. Top to bottom is best communication way that helps to

avoid chance of conflicts in the workplace between employees and manager. Email is best

communication source through which manager can easily communicate important information and

detail about business activities so that they can perform their roles and responsibilities accordingly

(
Chrobot-Mason, et. al., 2013).
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What do I need to hand in for this task? Have I completed this?
Your answers to each question

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Assessment Cover Sheet – Assessment Task 2
Students:

Please complete this cover sheet clearly and accurately.
Make sure you have kept a copy of your work.
Name:

Date of submission:

Unit:

BSBMGT401 Show leadership in the workplace
Assessment Task:

Case study – Develop a performance plan
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STUDENT DECLARATION: I declare the following:
That these tasks are my own work
None of this work has been completed by any other person.
I have not cheated or plagiarised the work or colluded with any other student/s.
I have correctly referenced all resources and reference texts throughout these assessment tasks
I understand that if I am found to be in breach of policy, disciplinary action may be taken against me
Student signature:

________________________________________________________________________

Student name:

___________________________________________________________________________

Please Note: The above must be completed in full before your assessment work is assessed

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Assessor to complete
Satisfactory
Was this a
(S)/
resubmission?
Not
Y/N
Satisfactory

Assessment Task
(NS) Date
Case study – Develop a performance plan

Is Resubmission required?
Yes No Resubmission Due Date:
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ASSESSOR FEEDBACK
Assessors: Please return this cover sheet to the student with assessment results and feedback.

A copy must be supplied to the office and kept in the student’s file with the evidence.

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Assessor signature:

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Assessor name:

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Date:

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Assessment Task 2: Case study – Develop a performance plan
TASK SUMMARY

Read through the case study provided and review the position description, and the organisation’s
goals and objectives beneath it.

From the information provided, develop a performance plan in accordance with the organisation’s
goals and objectives and the position description. Ensure KPIs are SMART.

RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK

Access to textbooks and other learning materials
Access to a computer with Internet
Case study, position description and organisation’s goals and objectives (provided).
Performance plan template (provided as a separate document).
WHEN AND WHERE SHOULD THE TASK BE COMPLETED?

This task may be done in your own time as homework or you may be given time to do this task in
class (where applicable).
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Your assessor will provide you with the due date for this assessment.
WHAT NEEDS TO BE SUBMITTED?

Completed performance plan with measurable KPIs.
INSTRUCTIONS

After reading through the case study and using the position description and the
organisation’s goals,
standards and values provided, develop a performance plan (template provided) for Belinda with

measurable KPIs.

When developing your KPIs and performance plan, think about the following:
Key result areas (describe the main area of accountability and responsibility of the job).
Specific tasks that relate to the key area.
Are they SMART? (Specific, measurable, ambitious, related, time-framed, trackable).
You are required to develop a timeframe for this performance plan. Plan for a review in one calendar

months’ time with Belinda to see if her performance has improved and she is on track.
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CASE STUDY – BELINDA
Belinda is part of your team of salespeople. You work for a company called ABC Educational Sales

and you sell a range of books and educational toys for children. Lately, Belinda appears to be having

some personal problems directly related to her mother. Other members of your team have told you

that they have overheard her having arguments with her mother outside on her mobile phone.

For the past two
weeks she has been in a terrible mood. Normally Belinda is a model employee and
works hard. Her work output is of high quality and her clients are very happy dealing with Belinda.

But these days she is grumpy, her paperwork is sloppy, and several clients have complained of her

poor attitude. Some team members have had to pick up some of her appointments and fix her

paperwork to get it up to standard. No one is happy in your team at the moment.

On Tuesday you needed her to finish an inventory of all the products, so you could review it and send

off the order. She did not come through – she was late to work in the morning and took a long lunch

break. She left as soon as her last appointment was finished and did not tell you she hadn’t finished

the task you had given her. You found out because you went to do the fortnightly order and found she

had not started the inventory.

You ended up doing the job yourself.
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Position Title: Sales representative
Person
in Position: Belinda Burkis
Date of Appointment:
16/01/2012
Major duties

Key Area
Responsibilities
Customer relations
Fills orders, and establishes new accounts – in store
Serves customers in a friendly, polite and respectful manner at
all times

Projects a positive image for the business as one of the faces
of the business as
first point of contact
Maintains professional and technical knowledge by keeping
product knowledge current and industry relevant.

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Resolves customer complaints by investigating problems;
developing solutions; registering complaints
; and making
recommendations to management in the monthly meeting

Administration
Adjusts content of sales presentations, signs and promotional
posters as directed by management

Submits orders by referring to price lists and product literature
Keeps management informed by submitting activity and results
reports, such as weekly and monthly sales targets

Maintains and monitors stock levels
Reorders from suppliers and negotiates early settlement
discounts with preferred suppliers

Reviews sales trends from internal reports and provides
recommendation and suggestions for improvement

Team work
Works as part of the sales team in a cohesive manner
Abides to company policy regarding dress and grooming, hours
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of work and start and end times
Contributes to team effort by accomplishing related results as
needed

Continuous
Monitors competition by gathering current marketplace
improvement
information on pricing, products, and new products
Recommends changes in products, service, and policy by
evaluating results and competitive developments.

Keeps abreast of market trends, changes and customer interest
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Salary and time fraction
Hours per fortnight:
80
Hours of employment:
9am5:30pm Mon–Fri
ABC Educational Sales Goals, Standards
and Values
At ABC Educational Sales, we strive to be the best in our industry. We have provided quality

educational books, resources
and educational toys to children and families for the past 15 years.
At ABC Educational Sales, we expect our employees to align their thinking with our goals and

objectives to provide, not only quality products, but also a superior customer service.

Our goals and objectives are listed below:

Profitability
We aim to increase our sales revenue by 10% year on year and decrease our operating expenses by

5%.
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Customer Service
We aim to provide customers with a professional, friendly and quality service, taking a personal

interest in their needs, concerns and educational requirements. Each customer is important to us, no

matter how small the sale, and we guarantee customers a return phone call on the same business day

for any queries that couldn’t be resolved initially.

Retention
We believe in human resources and a healthy
work–life balance. Therefore, our employees are
important to us and we view them in a holistic manner. We have an open-door policy at ABC

Educational Sales, and believe strongly in nurturing our employees and providing them with

training, support and mentoring. At ABC Educational Sales we have an Employee Assistance

Program to assist employees during any times of need or difficulty they may experience.

Efficiency
We aim to increase our productivity and efficiency in our operations and implement KPI based

performance plans for employees.

Growth
We aim to open our second store by the end of 2019 and therefore have a plan in place to grow our

brand name and presence in the educational industry.
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What do I need to hand in for this task? Have I completed this?
Completed performance plan with measurable

KPIs.

1.
Outputs, projects and deliverables: What will your main work be this year?
(Are key areas being met? If not, which areas need improvement?)

The major areas that need improvement of work for this year are examined as under:

Build Customer relationship
: It is highly important for employees to maintain a good relationship
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with customers by satisfying their needs wants and demand in an effective manner.
Focus on Teamwork
: For improving performance and profitability it is necessary to encourage
employees to give focus on
teamwork. This will help to improve the sales ratio of the company that
goes down because of Belinda personal problem.

Accountability
: It is another key area which needs improvement for this year to increase sales and
profitability. By monitor, controlling and referring order manager can improve Accountability area.

Yes, key areas are effectively by improving these key areas of the
organisation. It is a major
responsibility of the
manager to communicate with Belinda to identify her problem and take measure
action and give her advice to resolve them because she is her working employee of the
organisation.
Inventory work areas can
be improved by taking help of new techniques and methods through which
other employees can handle multiple
inventories at the same time (Clarke, 2013). In ABC
Educational sales employees have to deal with so many clients on daily basis to fulfill their wants

and needs. It is necessary for employees to learn proper manner to deal with customers to satisfy

them. Belinda
deals clients with her poor attitude due to which customer make complained against
her. Manager of the
organisation must teach employees to make personal and professional life
separate so that employees can handle allocate task in a
suitable way even if their personal life does
not go
properly.
2.
Conduct and behaviours: How will you do your work and interact with others this year?
(How
are employee’s conduct and behaviour affecting themselves and others?)
It is very much important for ABC
Educational sales to set suitable practices, policies,
In this year I increase interaction with employees to improve their current skills and abilities. To

achieve the
better result I have to perform different activities properly. It is necessary to
communicate set policies, code of conduct and practices to employees so that they perform work

accordingly. To reduce the
negative impact it is important to provide required training to employees
to increase their skills and responsibilities. By guiding and training I can easily improve the

performance
of employees within the ABC educational sales. To avoid harmful and unwanted
activity I have to communicate the
policy of the organisation to all employees.
3.
Knowledge and skills: What do you need to do your job well this year?
(Does employee have the knowledge and skills required to do the job well)

To improve the
knowledge and skill I have to use KPIs performance plan through which productivity

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of employees can be improved. To handle the difficult situation it is very much important to monitor
and review the
performance of employees on regular basis. This will help to identify the issues and
problem in the workplace that affect the
administration, accounting and sales production area
(
Laschinger, et. al., 2013). To achieve the desired target I have to identify current needs, demand,
and
expectation of the customer. Communication is very much important that help to build good
relationship with
customers. To do my job well this year I need to enhance my communication
process with employees and customers to identify their problem.

4.
Support needed to do the job well.
There are so many supports are needed to do the
job well in the organisation. It is highly important
to enhance coordination and corporation among employees, team,
and group so that they can achieve
desired outcomes. With the help of customers and employees feedback various areas can be

improved in the
organisation. With the help of Smart goals, employees and organisation can improve
the
level of growth and success. It is necessary for the manager to set smart, measurable, achievable,
related,
time-bound and tractable that provides right direction to employees according to which they
make plans and strategies to achieve the
desired result (Laschinger, et. al., 2013).
5.
How can an employee know if they are performing well? (KPIs)
To reach a
higher level of performance it is necessary to consider KPIs that help organisation to
increase the
level of profitability. It is highly important for a manager to set proper goals and
objectives of the
organisation as per employees perform their roles and responsibilities. It is a great
techniques that help to measure employee’s performance in the workplace. With the help of
KPIs,
performance manager can develop strong strategies and plan to enhance skills and abilities of

employees so that they can handle different things effectively (
Clarke, 2013).
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Assessment Cover Sheet – Assessment Task 3
Students:

Please complete this cover sheet clearly and accurately.
Make sure you have kept a copy of your work.
Name:

Date of submission:

Unit:

BSBMGT401 Show leadership in the workplace
Assessment Task:

Role Play – Performance review

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STUDENT DECLARATION
I declare the following:

That these tasks are my own work
None of this work has been completed by any other person.
I have not cheated or plagiarised the work or colluded with any other student/s.
I have correctly referenced all resources and reference texts throughout these assessment tasks
I understand that if I am found to be in breach of policy, disciplinary action may be taken against me
Student signature:

________________________________________________________________________

Student name:

___________________________________________________________________________

Please Note: The above must be completed in full before your assessment work is assessed
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Assessor to complete
Satisfactory (S)/
Was this a
Assessment Task

Not Satisfactory

Date

resubmission?

(NS)
Y/N
Role Play – Performance review

Is Resubmission required?
Yes No Resubmission Due Date:
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ASSESSOR FEEDBACK
Assessors: Please return this cover sheet to the student with assessment results and feedback.

A copy must be supplied to the office and kept in the student’s file with the evidence.

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Assessor signature:

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Assessor name:

______________________________________________________________________________

Date:

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Assessment Task 3: Role Play – Performance review
TASK SUMMARY:

This task requires you to use the performance plan you developed in Assessment Task 2. You are

required to participate in a role play to undertake a performance review with an employee.

RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK

Your performance plan developed in Assessment Task 2
Assessor to play the part of the employee.
WHEN AND WHERE SHOULD THE TASK BE COMPLETED?

This task will be done in in class
Your assessor will provide you with the due date for this assessment.
WHAT NEEDS TO BE SUBMITTED?

Your written answers to the questions
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INSTRUCTIONS
Using the performance plan you developed in Assessment Task 2, implement it by having a

discussion with Belinda to discuss the way forward. Think about the following points when preparing

for your meeting with Belinda, who will be played by your assessor, and write down the answers in

the spaces provided.

Answer questions 1–8
before your meeting with Belinda, then answer question 9 after the meeting
with Belinda.

1.
How will you implement this plan with Belinda? (For example, timeframes for improvement, goals
for Belinda, ways to monitor her performance and strategies to implement as per the plan.)

This plan gets incorporated with Belinda properly by assessing her skills and attribute. For monitoring

her activities, SMART tables crafted which facilitates in defining things properly (
Gigliotti and
Dwyer, 2016)
. A timeframe would be provided for one month in which activities needs to get done.
Goals of Belinda are to work upon customer interaction, team working etc. aspects properly. A table

crafted to monitor her activities in a
defined manner. Thus, the PPD plan is helpful for Belinda to
implement changes so that her skills and abilities could be enhanced and improved. Strategies which

associated with the
plan is an assessment of skills by PPD, SMART table and goals and targets for a
short
period of course.
_________________________________________________________________________________

______ 2. Why you have developed that specific plan/strategy for dealing with Belinda’s poor

performance?

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Belinda is a sales representative for ABC and consider as one of a most hard working individual in
an organisation. Belinda is considering as backbone of an association which enables as she having

good interaction skills. Thus, from past few days she was suffering from personal problems which

impacted her work as well. Thus, overall efficiency and efficacy of operations getting influence.

Thus, to deal with such aspect and attribute, it is essential to develop a specific plan and strategy to

dealing with Belinda poor performance. This assists her to improvise her performance and become

competitive in nature again so that deviations found for her would be control.

3.
What would you do if Belinda reacts badly to what you have to say?
From past few
days Belinda nature was not stable and getting changed towards each and every
person. Thus, chances of inappropriate reaction from Belinda are more in nature. But it is important

for me to deal with her properly in case if she reacts badly as well. If she reacts inappropriate

towards me then I will let her know the circumstances of such kind of attitude towards her

professional life. This creates hurdles and barrier in success with a calm mind. This might support

me in bring down changes in her attitude and behaviour as well as gain similar nature like previous

one.

________________________________________________________________________________

_______

4.
What will you do if Belinda’s performance improves?
Belinda is a hardworking employee of ABC Company. But from past few days, the
attitude of her
reduces chances to get promotion in near future. Thus, if her performance improves she will

definitely get promoted to a manager position which motivates her towards better working. This aids

her to recover from the
personal problem as well (Ottu and Ayangeaor, 2017). It is my core
responsibility to support Belinda in such situation. Thus, if a single line improvisation
determines in
Belinda performance she will be promoted to sales manager as well.
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5. What will you do if Belinda’s performance does not improve?
Belinda is a hardworking girl as chances of improvisation in her performance are more in nature.

Let us take a chance that her performance would not improve. If her performance will be not going

to improve in
near future time then my work is just made her understand. I will definitely suggest
her regarding opportunities which she gains in near future time. This might assist in determining a

change
attitude. If Belinda performance would not improve then she will not getting demoted but
her team expands so that a sense of responsibility could understand by her. This aspect will

definitely work and her performance will be going to improve.

________________________________________________________________________________

_______

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________________________________________________________________________________
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6.
How have you arrived at these decisions?
The procedure of basic leadership is exceptionally basic in any of the association. Likely, the same

is there in the ABC Educational Sales in which a young lady named Belinda is a piece of the

salesmen's gathering. It was resolved a considerable measure of oversights were made by the

Belinda in the authoritative capacity and accordingly, the organization needs to confront the same

(
Barnes and Spangenburg, 2018). With a specific end goal to pick up the change, it was done that a
performance advancement design was made by the organization keeping in mind the end goal to

acquire viability and change the working of the representatives like that of Belinda. What's more, in

the wake of having the perspective of the execution improvement designs the choices were made in

the organization appropriately
.
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7. How do you think other team members may react if they feel you have not addressed the situation
with Belinda appropriately?

Team members have two aspects one is positive and negative. It is important for me to evaluate a

team
member’s reaction properly so that agreed motivation and aspect would be delivered to them.
Team members might take things granted and they react inappropriately (
Baxter, 2018). It leads to
work as ineffective in nature where team members not cooperating things properly. Belinda is a

hardworking girl and a clear explanation will be going to provide to all team members that they

need to be productive in nature. They feel inappropriate in nature like nature of feeling of

discrimination might arise in them. This results in a
deficiency in operations where team working
might
impact.
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8. How can the improvement of Belinda’s performance affect the team’s overall performance?
If Belinda performance will be going to improve it directly influences
overall efficiency of working.
If Belinda performance improves then each and every single member of
team will get motivated and
become concern towards
task and working. This supports in enhancing efficiency and efficacy in
operations so that effective management working gets incorporated. Moreover,
planning system
would
be improve as Belinda again takes charge and better know about administration. This results
in signifying positive influence towards working which facilitate in getting effective outcome.

Hence, it is important to understand that Belinda signify as an essential aspect of ABC Educational

sales services.

________________________________________________________________________________

_______

Now you are prepared for your meeting with Belinda. Role
play this with your assessor, then after
the meeting answer the following question:

9.
How do you feel you handled the meeting with Belinda? Include in your answer the following
points:

If and how you remodelled positive behaviour, actions and attitudes.
How you felt about having to deal with a sensitive situation and if you feel you succeeded.
How Belinda responded and how you responded to her response.
What you would improve on for next time.
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Following are certain points which answered after meet with Belinda:
________________________________________________________________________________

_

For remodelled positive behaviour, actions and attitude proper plan get incorporated. This assist in
defining each and every aspect properly as well as such skills which need to improve in near time

course. This results in improvising performance again so that better gains anticipating properly.

It was a very crucial situation and handling this one was not easy. Yes, I have succeeded in this
situation by incorporating things properly and create a plan. This assist in defining things properly

so that agreed outcomes accomplished.

Belinda response positively towards such aspect. As she better understands the circumstances after
such impacts.
In her response, I make sure her that she will definitely get a promotion once
considerable improvements identify in her
behaviour.
Next time we are going to improve her skills for tackle pressure. Sometimes, she losses her temper
in critical situations. This attribute is not appropriate for her and her successful professional life

standard.

________________________________________________________________________________

_______

________________________________________________________________________________

_______

________________________________________________________________________________

_______
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________________________________________________________________________________
_______

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BSBMGT401 Student Assessment Pack v2.00 June 2018

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__________________________________________________________________________________
_____

Your assessor will be looking to see that you:

Serve as a positive and strong role model for Belinda in your behaviour and actions
Implement the performance plan in accordance with the organisation’s goals and objectives
Use the KPIs developed in the performance plan specifically in your discussion with Belinda
Help Belinda realise that her behaviour is damaging to herself, her team and the business
Communicate your decisions clearly
Use a positive tone rather than a negative one
Project professionalism and the organisation’s values and standards
Highlight Belinda’s strengths and value to the company before mentioning problem areas
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Ensure that Belinda understands and agrees to the course of action taken.
What do I need to hand in for this task?
Have I completed this?
Your written answers to the questions
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BSBMGT401 Student Assessment Pack v2.00 June 2018

© Adelaide Educators Pty Ltd ABN 84136893831

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Assessment Cover Sheet – Assessment Task 4
Students:

Please complete this cover sheet clearly and accurately.
Make sure you have kept a copy of your work.
Name:

Date of submission:

Unit:

BSBMGT401 Show leadership in the workplace
Assessment Task:

Case study/ Observation – Lead a work team
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STUDENT DECLARATION
I declare the following:

That these tasks are my own work
None of this work has been completed by any other person.
I have not cheated or plagiarised the work or colluded with any other student/s.
I have correctly referenced all resources and reference texts throughout these assessment tasks
I understand that if I am found to be in breach of policy, disciplinary action may be taken against me
Student signature:

________________________________________________________________________

Student name:

___________________________________________________________________________

Please Note: The above must be completed in full before your assessment work is assessed

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Assessor to complete
Satisfactory (S)/
Was this a
Assessment Task

Not Satisfactory

Date

resubmission?

(NS)
Y/N
Case study/ Observation – Lead a work team

Is Resubmission required?
Yes No Resubmission Due Date:
Page
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BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831

RTO ID: 40336 CRICOS ID: 03187D
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Assessment Task 4 : Case study/ Observation – Lead a work team
TASK SUMMARY:

The purpose of this assessment task is for you to encourage participation from your team in
decision
making
processes and to use feedback processes effectively to monitor the implementation and impact
of decisions.

Your assessor will observe you showing leadership in a workplace team situation, based on the case

study supplied.

Use the performance plan you developed in Assessment Task 2 as a basis to measure yourself and

your team.

RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK

Access to your classmates who will play the roles of your work team.
Access to a computer with Internet
WHEN AND WHERE SHOULD THE TASK BE COMPLETED?

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This task will be done in in class
Your assessor will provide you with the due date for this assessment.
WHAT NEEDS TO BE SUBMITTED?

2 x emails to team (sent to assessor)
INSTRUCTIONS

Read the Case study and complete the instructions and activities that follow:

CASE STUDY – UPGRADE TO NEW IT SYSTEM

You are the manager of a sales department and lead a team of six. Your team is a close-knit group and

support each other with their tasks.

The Board of Management decided two weeks ago to do some IT upgrades. A new system has been put

in which deals with appointment scheduling, all client records as well as client payments, requests

and complaints and general administrative work. The IT infrastructure was updated with the current

operating system a week ago. You have used this software before at a previous job and you haven’t

thought twice about the change – in your
mind it is very similar in layout and functionality to the one
your team has been using.
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Today you return to work after taking three days’ leave. Your inbox is flooded with complaints – from
staff, from clients
and from the Board. It appears that the fortnightly performance reports have not
been completed and client records are not able to be accessed. Orders that should have been sent

automatically to preferred suppliers have not been received and clients have been turning up for

appointments to find that they have been double booked.

1.
Send out an email to the members of your team (send to your assessor) requesting a meeting tomorrow
at 10 am to address the issues that have come up while you have been away. Request your team

members to think about ways to move ahead with the crisis and let them know you value their input

and would like a group brainstorming session tomorrow with positive suggestions for ways to address

the IT issue. Assign your three team members specific jobs to do before the meeting tomorrow.

2.
You have now had your team meeting and your team has come up with some suggestions. Isaac has
gathered all of the training information and found that there are two different options.

Page
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BSBMGT401 Student Assessment Pack v2.00 June 2018

© Adelaide Educators Pty Ltd ABN 84136893831

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Option 1: Three information sessions could be attended by the staff at the IT Company’s
premises as they are holding sessions on Mondays, Wednesdays
and Fridays between 2 pm – 5:00 pm.
The IT Company suggests that
two - three sessions are normally sufficient for most people to
understand the new system. These sessions will cost $50 per employee per session.

Option 2: An IT consultant could come to the store and give training on your system at a cost of
$150 for a call out fee including the first hour, and $75 for each additional hour thereafter.

Belinda has suggested that two go at a time to the group sessions while the other two stay back
and man the floor for customers.

Isaac has also discovered that there are some online YouTube videos that the team could watch
with handy hints and informative info sessions on how to deal with common difficulties when using the

new system.

Azad wasn’t too keen on changing to the new system but since then has done some research on
it and discovered that there are many benefits to switching. Time spent on reporting will be
minimised
as well as the ease of use when it comes to accessing client records and syncing bank records with the

accounting records.

You know that Isaac has very good IT skills and is probably the best in that area within your
team and picks up on things very quickly.

The busy times in the store are usually after lunch and especially around 3:30 pm, as a lot of
parents bring their children after school to look at the range of toys and books that you supply.

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Using the information provided, compose an email to your team informing them of the decisions you
have made regarding the training needs of your team and how this can best be implemented. Provide

specific details and use the feedback gathered to make your decision based on the entire team’

What do I need to hand in for this task?
Have I completed this?
2 x emails to team (sent to assessor)

25
TH July 2018
Team member

Sales department

ABC educational sales

Manager
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Sales department
ABC Educational sales

Dear
team,
This letter will confirm discussion during a meeting that took place with all employees in which

various suggestion has been given by all for the improvement. Our company issues a
new system in
which various IT issues are faced by the staff during the client payment, record, complaints and

request and administration work that affect overall work schedule and profitability. To resolve the

problem
of employees, customer and board of directors we have decided to take help of IT consultant
who
comes in our organisation to provide proper training about new system so that all employees can
easily use it to achieve the
desired result. It is highly important to learn the required methods and
techniques to operate a
new system that helps to reduce the chance of errors and mistakes. With the
help of
training, all employees learn important information and application related to this system
through which they can easily maintain record and information about customers. For dealing this

system in an effective way training is one of the
most effective way that helps to increase the
knowledge
and ability of the employees in the workplace. ABC educational sales can easily achieve
desired goals and objectives if employees attend this training session that is provided by the IT

consultant. To attend this training class every employee
has to pay $150 that is fess for the first hour
and afterward $75 for each additional hour. I hope maximum employees will attend the training

program to enhance their skills, abilities,
and knowledge that help in their career development and
professional work. All required details related to time and venue is given on official website.

Thanking You

Manager

ABC Educational sales
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Page 35 of 37
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Assessment Cover Sheet – Assessment Task 5
Students:

Please complete this cover sheet clearly and accurately.
Make sure you have kept a copy of your work.
Name:

Date of submission:

Unit:

BSBMGT401 Show leadership in the workplace
Assessment Task:

Major Project - Part 1
Document Page
STUDENT DECLARATION
I declare the following:

That these tasks are my own work
None of this work has been completed by any other person.
I have not cheated or plagiarised the work or colluded with any other student/s.
I have correctly referenced all resources and reference texts throughout these assessment tasks
I understand that if I am found to be in breach of policy, disciplinary action may be taken against me
Student signature:

________________________________________________________________________

Student name:

___________________________________________________________________________

Please Note: The above must be completed in full before your assessment work is assessed
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Assessor to complete
Satisfactory (S)/
Was this a
Assessment Task

Not Satisfactory

Date

resubmission?

(NS)
Y/N
Major Project – Part 1

Is Resubmission required?
Yes No Resubmission Due Date:
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BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831

RTO ID: 40336 CRICOS ID: 03187D
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Assessment Task 5 : Major Project – Part 1
TASK SUMMARY:

To fulfil the requirements of the Certificate IV in Leadership and Management, all students must

complete a Major Project using the virtual business Fountain Art, found on the Education Club

website.

This virtual business has been specifically designed for the Major Project and is set up differently to

previous virtual businesses that you may have used for other activities.

A separate document with instructions will be provided by your trainer for this assessment task.

RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK

Access to Fountain Art on Education Club website
Access to a computer, email software and the Internet.
WHEN AND WHERE SHOULD THE TASK BE COMPLETED?

You will continue working on this project throughout your entire study program
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This project is an individual submission and you will be allocated four (4) hours per week during
study terms to complete your project

It is recommended that you attend the project tutorial sessions that will be available at the college
during these 4 hours – the sessions are specifically designed to be used by students to conduct

research on their major project, work on their project and to receive project support/guidance from the

trainer.

There are three parts to the project and you will be advised by your trainer the due date for each part
WHAT NEEDS TO BE SUBMITTED?

Part 1 of the Major Project

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References
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