Lead and Manage Effective Workplace Leadership

Running head: LEAD AND MANAGE EFFECTIVE WORKPLACE LEADERSHIP
LEAD AND MANAGE EFFECTIVE WORKPLACE LEADERSHIP
Name of the Student
Name of the University
Author Note

Running head: LEAD AND MANAGE EFFECTIVE WORKPLACE LEADERSHIP
Part A: Major Activity
1. Choose a member of your team and track their progress over a period of time agreed
with your assessor (i.e. one week, one month, one quarter etc.) by completing the
following templates. During this time, you should:
 Create a progress report for the employee
 Conduct an employee review
 Give performance feedback
A: EMPLOYEE (Add in the time period) PROGRESS REPORT
Employee Name: ____________John Carter_____________ Date: __04__/_28____/__2019___
Employee Number: ______1234____________ Location: __________Australia_____________
Position: _______Assistant Accountant____ Probationary Period From: __10/___25/ 2018_____To: ____01/ 25/
2019________
Supervisor: _______Tim Kalu_________________
Expectations
Significantly
Exceeds
Requiremen
ts
Meets
Requiremen
ts
Developing
/ Needs
Improveme
nt
Unsatisfacto
ry Comments
General
understanding of
essential functions
of job
 He has a very good
understanding
capability of the task.
D ependabi lity /
Attendanc e
 He is punctual at
work and
completes work by
time.

Running head: LEAD AND MANAGE EFFECTIVE WORKPLACE LEADERSHIP
Initiative
 He always presents
his initiative and
grabs opportunities.
Cooperation 
He does not
cooperates with his
team members
Seeks assistance
when needed
 He does not ask for
help from his leaders,
he completes his work
by implementing own
ideas.
Quantity of work
 He is always happy
with his work and
completes by time.
Quality of work /
Attention to detail
 He meets his
requirements well
and gives his best
when working.
Timely
completion of
assignments
 He completes his work
before time and does
not complain about
anything.
Follows instructions
 He follows each and
every instruction
provided to him.
Follows agency
policies & procedures
 He follows each and
every agency
policies.
Follows through on
assignments
 He continues to work
with completing all the
assignments provided
to him.
Are there any factors which have influenced employee’s performance?
EXAMPLE: Many factors affect employee performance that managers need to be
aware of and should work to improve at all times. For example: when the employee is
using their cell phone in inappropriate time, when they are involved in some issues
such as gossip or when they do not communicate well with eachother.
The following questions are to be asked of the employee at the time of the review.

Running head: LEAD AND MANAGE EFFECTIVE WORKPLACE LEADERSHIP
1. Is there any policy, procedure, or situation applicable to present or
past assignments that you want to review?
EMPLOYEE ANSWER:
The procedure which is used in the preparation of the financial statement should be
reviewed properly as because there are various problems with the accounting
department.
SUPERVISOR’S COMMENTS:
It will be taken of and necessary changes will be made.
2. Do you feel that you should spend more time in any past or present
assignments than originally scheduled?
EMPLOYEE ANSWER:
I do not think there is any necessity in spending time in any past assignment as because the
previous assignments were prepared by some other member in the team. It would not serve
any purpose in presenting other assignments
SUPERVISOR’S COMMENTS:
Spending time with other assignments will help the employee to understand the problem
which is faced by the company .
3. Are there any further questions, comments or suggestions which may aid your
training?
EMPLOYEE ANSWER:
The training hours should be extended a little to ensure that I am able to understand the process and

Running head: LEAD AND MANAGE EFFECTIVE WORKPLACE LEADERSHIP
procedures.
SUPERVISOR’S COMMENTS:
The training hours will be extended and proper leaders and trainers will be provided.
4. Overall Rating: Please tick the box.

Significantly Exceeds
Requirements

Meets
Requirements

Developing/Needs
Improvement Unsatisfactory
Supervisor’s
Signature/Date: Tim Kalu
04/28/2019
Employee’s
Signature/Date: John Carter
04/28/2019
Head of Department
Signature/Date:

Running head: LEAD AND MANAGE EFFECTIVE WORKPLACE LEADERSHIP
B: EMPLOYEE PERFORMANCE REVIEW
Employee Information
Name John Carter Employee ID 1234
Job Title Assistant Accountant Date 04/28/2019
Department Accounts Department Manager Tim Kalu
Review
Period 10/25/2018 – 12/25/2018
Ratings
1 = Poor 2 = Fair 3
=Satisfactory
4 =
Good
5 =
Excellent
Job Knowledge  x
Comments
Work Quality  x
Comments
Attendance/Punctuality 
Comments
Initiative  x
Comments
Communication/Listening
Skills
x
Comments
ependability  x
Comments
Overall Rating
(average the rating numbers above) 3
Evaluation
ADDITIONAL COMMENTS
The client did not come to the office daily, he was very irregular and was not
able to complete his assignment within time.
GOALS (as agreed upon by employee and manager)
These include accurately completing reports and calculations