Manage Team Effectiveness Assessment Task 2 | Desklib
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AI Summary
This assessment task focuses on setting up the task force for project success. It includes skills and knowledge assessment, training needs assessment, agreed goals, values and behaviours, team building, set-up a website (one page -landing page) to promote the team building activities across the organisation and develop an action plan to establish the team.
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Assessment
Task 2
Manage team
effectiveness
Student Declaration
To be filled out and submitted ith assessment responses
◻ I declare that this task and any attached document related to the task is all my own work
and I have not cheated or plagiarised the work or colluded with any other student(s)
◻ I understand that if I am found to have plagiarised, cheated or colluded, action will be taken
against me according to the process explained to me
◻ I have correctly referenced all resources and reference texts throughout these assessment
tasks.
◻ I have read and understood the assessment requirements for this unit
◻ I understand the rights to re-assessment
◻ I understand the right to appeal the decisions made in the assessment
Task 2
Manage team
effectiveness
Student Declaration
To be filled out and submitted ith assessment responses
◻ I declare that this task and any attached document related to the task is all my own work
and I have not cheated or plagiarised the work or colluded with any other student(s)
◻ I understand that if I am found to have plagiarised, cheated or colluded, action will be taken
against me according to the process explained to me
◻ I have correctly referenced all resources and reference texts throughout these assessment
tasks.
◻ I have read and understood the assessment requirements for this unit
◻ I understand the rights to re-assessment
◻ I understand the right to appeal the decisions made in the assessment
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Unit Title
Unit Code
Student name
Student ID
number
Student
signature
Date
Task Number
------OFFICE USE ONLY-----
For Trainer and Assessor to complete:
◻ Student requested reasonable adjustment for the assessment
Marking Sheet
Completed successfully
Did the student satisfactorily:
Comments Y N D
N
S
The student has satisfactorily completed
and submitted the following:
Meeting minutes x 4 in Task 2.1
Complete team table in Task 2.2A
Skills and knowledge table in Task
2.2B
Team goals, values and behaviours in
Task 2.2C
Roles and responsibilities with KPIs in
Task 2.1D
Action Plan in Task 2.3A
Strategies to ensure team members
have input into planning, decision
making and operational aspects of the
work team in Task 2.3B
☐ ☐ ☐
Unit Code
Student name
Student ID
number
Student
signature
Date
Task Number
------OFFICE USE ONLY-----
For Trainer and Assessor to complete:
◻ Student requested reasonable adjustment for the assessment
Marking Sheet
Completed successfully
Did the student satisfactorily:
Comments Y N D
N
S
The student has satisfactorily completed
and submitted the following:
Meeting minutes x 4 in Task 2.1
Complete team table in Task 2.2A
Skills and knowledge table in Task
2.2B
Team goals, values and behaviours in
Task 2.2C
Roles and responsibilities with KPIs in
Task 2.1D
Action Plan in Task 2.3A
Strategies to ensure team members
have input into planning, decision
making and operational aspects of the
work team in Task 2.3B
☐ ☐ ☐
Marking Sheet
Completed successfully
Did the student satisfactorily:
Comments Y N D
N
S
Policies and procedures to ensure
team members take responsibility for
their own work and assist others to
undertake required roles and
responsibilities in Task 2.3C
Processes to ensure that issues,
concerns and problems identified by
team members are recognised and
addressed in Task 2.3D
Evidence of team building activity x 3
in Task 2.3E
Screenshot of website landing page in
Task 2.3F
Evaluation of teamwork in Task 2.4
Observation Checklist in Task 2.5
Meeting Summary in Task 2.5
Email to CEO in Task 2.6
The student has actively participated in
the activities of:
Developing the action plan as a team
member
Developing the website page as a
team member
☐ ☐ ☐
The student has facilitated and led the
activities of:
Developing the action plan as a task
force leader
Developing the website page as a
task force leader
☐ ☐ ☐
The student has participated in all and
lead at least one of the four weekly
meetings.
☐ ☐ ☐
The student met with the team to follow-
up on the meeting with the CEO (Task
2.6)
☐ ☐ ☐
Demonstrated ability to:
Identify team purpose, roles, and
responsibilities according to
organisational and task objectives
Develop performance plans with
expected outcomes, key performance
indicators (KPIs) and goals for work
team
This is evidenced by:
Meeting minutes week 1, 2 in Task 2.1
Complete team table in Task 2.2A
Skills and knowledge table in Task
2.2B
Team goals, values and behaviours in
Task 2.2C
Roles and responsibilities with KPIs in
Task 2.1D
Action Plan in Task 2.3A
☐ ☐ ☐
Demonstrated ability to:
Support team members in meeting ☐ ☐ ☐
Completed successfully
Did the student satisfactorily:
Comments Y N D
N
S
Policies and procedures to ensure
team members take responsibility for
their own work and assist others to
undertake required roles and
responsibilities in Task 2.3C
Processes to ensure that issues,
concerns and problems identified by
team members are recognised and
addressed in Task 2.3D
Evidence of team building activity x 3
in Task 2.3E
Screenshot of website landing page in
Task 2.3F
Evaluation of teamwork in Task 2.4
Observation Checklist in Task 2.5
Meeting Summary in Task 2.5
Email to CEO in Task 2.6
The student has actively participated in
the activities of:
Developing the action plan as a team
member
Developing the website page as a
team member
☐ ☐ ☐
The student has facilitated and led the
activities of:
Developing the action plan as a task
force leader
Developing the website page as a
task force leader
☐ ☐ ☐
The student has participated in all and
lead at least one of the four weekly
meetings.
☐ ☐ ☐
The student met with the team to follow-
up on the meeting with the CEO (Task
2.6)
☐ ☐ ☐
Demonstrated ability to:
Identify team purpose, roles, and
responsibilities according to
organisational and task objectives
Develop performance plans with
expected outcomes, key performance
indicators (KPIs) and goals for work
team
This is evidenced by:
Meeting minutes week 1, 2 in Task 2.1
Complete team table in Task 2.2A
Skills and knowledge table in Task
2.2B
Team goals, values and behaviours in
Task 2.2C
Roles and responsibilities with KPIs in
Task 2.1D
Action Plan in Task 2.3A
☐ ☐ ☐
Demonstrated ability to:
Support team members in meeting ☐ ☐ ☐
Marking Sheet
Completed successfully
Did the student satisfactorily:
Comments Y N D
N
S
expected performance outcomes
This is evidenced by:
Meeting minutes x 4 in Task 2.1
Action Plan in Task 2.3A
Strategies to ensure team members
have input into planning, decision
making and operational aspects of the
work team in Task 2.3B
Policies and procedures to ensure
team members take responsibility for
their own work and assist others to
undertake required roles and
responsibilities in Task 2.3C
Processes to ensure that issues,
concerns and problems identified by
team members are recognised and
addressed in Task 2.3D
Evidence of team building activity x 3
in Task 2.3E
Screenshot of website landing page in
Task 2.3F
Evaluation of teamwork in Task 2.4
Observation Checklist in Task 2.5
Meeting Summary in Task 2.5
Email to CEO in Task 2.6
Demonstrated ability to:
Develop strategies for facilitating
team member input into planning,
decision making and operational
aspects of team tasks
Develop or modify policies and
procedures for promoting team
member accountability for personal
work and team tasks
Develop processes for identifying and
addressing issues, concerns and
problems identified by team members
This is evidenced by:
Strategies to ensure team members
have input into planning, decision
making and operational aspects of the
work team in Task 2.3B
Policies and procedures to ensure
team members take responsibility for
their own work and assist others to
undertake required roles and
responsibilities in Task 2.3C
Processes to ensure that issues,
concerns and problems identified by
team members are recognised and
addressed in Task 2.3D
☐ ☐ ☐
Completed successfully
Did the student satisfactorily:
Comments Y N D
N
S
expected performance outcomes
This is evidenced by:
Meeting minutes x 4 in Task 2.1
Action Plan in Task 2.3A
Strategies to ensure team members
have input into planning, decision
making and operational aspects of the
work team in Task 2.3B
Policies and procedures to ensure
team members take responsibility for
their own work and assist others to
undertake required roles and
responsibilities in Task 2.3C
Processes to ensure that issues,
concerns and problems identified by
team members are recognised and
addressed in Task 2.3D
Evidence of team building activity x 3
in Task 2.3E
Screenshot of website landing page in
Task 2.3F
Evaluation of teamwork in Task 2.4
Observation Checklist in Task 2.5
Meeting Summary in Task 2.5
Email to CEO in Task 2.6
Demonstrated ability to:
Develop strategies for facilitating
team member input into planning,
decision making and operational
aspects of team tasks
Develop or modify policies and
procedures for promoting team
member accountability for personal
work and team tasks
Develop processes for identifying and
addressing issues, concerns and
problems identified by team members
This is evidenced by:
Strategies to ensure team members
have input into planning, decision
making and operational aspects of the
work team in Task 2.3B
Policies and procedures to ensure
team members take responsibility for
their own work and assist others to
undertake required roles and
responsibilities in Task 2.3C
Processes to ensure that issues,
concerns and problems identified by
team members are recognised and
addressed in Task 2.3D
☐ ☐ ☐
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Marking Sheet
Completed successfully
Did the student satisfactorily:
Comments Y N D
N
S
Demonstrated ability to:
Provide feedback to team members
on team effort and contributions
This is evidenced by:
Meeting minutes x 4 in Task 2.1
Evaluation of teamwork in Task 2.4
Email to CEO in Task 2.6
☐ ☐ ☐
Demonstrated ability to:
Encourage team members to
participate in and to take
responsibility for team activities
This is evidenced by:
Meeting minutes x 4 in Task 2.1
Evidence of team building activity x 3
in Task 2.3E
Evaluation of teamwork in Task 2.4
Email to CEO in Task 2.6
☐ ☐ ☐
Demonstrated ability to:
Support the team in identifying and
resolving work performance problems
This is evidenced by:
Meeting minutes x 4 in Task 2.1
Processes to ensure that issues,
concerns and problems identified by
team members are recognised and
addressed in Task 2.3D
Evaluation of teamwork in Task 2.4
Observation Checklist in Task 2.5
Meeting Summary in Task 2.5
Email to CEO in Task 2.6
☐ ☐ ☐
Demonstrated ability to:
Promote work team collaboration
through individual behaviour
This is evidenced by:
Meeting minutes x 4 in Task 2.1
Team goals, values and behaviours in
Task 2.2C
Evaluation of teamwork in Task 2.4
☐ ☐ ☐
Demonstrated ability to:
Establish and maintain open
communication processes with
relevant stakeholders
This is evidenced by:
Meeting minutes x 4 in Task 2.1
Observation Checklist in Task 2.5
Meeting Summary in Task 2.5
Email to CEO in Task 2.6
☐ ☐ ☐
Demonstrated ability to:
Communicate information from line
management to the team
Communicate and follow-up
☐ ☐ ☐
Completed successfully
Did the student satisfactorily:
Comments Y N D
N
S
Demonstrated ability to:
Provide feedback to team members
on team effort and contributions
This is evidenced by:
Meeting minutes x 4 in Task 2.1
Evaluation of teamwork in Task 2.4
Email to CEO in Task 2.6
☐ ☐ ☐
Demonstrated ability to:
Encourage team members to
participate in and to take
responsibility for team activities
This is evidenced by:
Meeting minutes x 4 in Task 2.1
Evidence of team building activity x 3
in Task 2.3E
Evaluation of teamwork in Task 2.4
Email to CEO in Task 2.6
☐ ☐ ☐
Demonstrated ability to:
Support the team in identifying and
resolving work performance problems
This is evidenced by:
Meeting minutes x 4 in Task 2.1
Processes to ensure that issues,
concerns and problems identified by
team members are recognised and
addressed in Task 2.3D
Evaluation of teamwork in Task 2.4
Observation Checklist in Task 2.5
Meeting Summary in Task 2.5
Email to CEO in Task 2.6
☐ ☐ ☐
Demonstrated ability to:
Promote work team collaboration
through individual behaviour
This is evidenced by:
Meeting minutes x 4 in Task 2.1
Team goals, values and behaviours in
Task 2.2C
Evaluation of teamwork in Task 2.4
☐ ☐ ☐
Demonstrated ability to:
Establish and maintain open
communication processes with
relevant stakeholders
This is evidenced by:
Meeting minutes x 4 in Task 2.1
Observation Checklist in Task 2.5
Meeting Summary in Task 2.5
Email to CEO in Task 2.6
☐ ☐ ☐
Demonstrated ability to:
Communicate information from line
management to the team
Communicate and follow-up
☐ ☐ ☐
Marking Sheet
Completed successfully
Did the student satisfactorily:
Comments Y N D
N
S
unresolved issues, concerns and
problems raised by team members
with line management
Address unresolved issues, concerns
and problems raised by stakeholders
This is evidenced by:
Meeting minutes x 4 in Task 2.1
Observation Checklist in Task 2.5
Meeting Summary in Task 2.5
Email to CEO in Task 2.6
When collaborating with the group, the
student has actively participated in group
work with a substantial contribution that
can be assessed individually for all the
requirements of this task.
☐ ☐ ☐
Task
Outcome:
Satisfactory
☐ Not Yet
Satisfactory
☐
Student
Name:
Assessor
Name:
Assessor
Signature:
Date:
Completed successfully
Did the student satisfactorily:
Comments Y N D
N
S
unresolved issues, concerns and
problems raised by team members
with line management
Address unresolved issues, concerns
and problems raised by stakeholders
This is evidenced by:
Meeting minutes x 4 in Task 2.1
Observation Checklist in Task 2.5
Meeting Summary in Task 2.5
Email to CEO in Task 2.6
When collaborating with the group, the
student has actively participated in group
work with a substantial contribution that
can be assessed individually for all the
requirements of this task.
☐ ☐ ☐
Task
Outcome:
Satisfactory
☐ Not Yet
Satisfactory
☐
Student
Name:
Assessor
Name:
Assessor
Signature:
Date:
Table of Content
Student Declaration ................................................................................................................................................1
1.Task 2 – Manage Team and Develop Performance Plan.............................8
Task 2.1 Team Meetings.......................................................................................................................................13
Task 2.2 Establish the team...................................................................................................................................20
Task 2.3 Support Team Effectiveness...................................................................................................................22
Task 2.4 Evaluation of teamwork .......................................................................................................................25
Task 2.5 Consultation with the CEO ...................................................................................................................26
Task 2.6 Meeting and report regarding performance issues.................................................................................27
2.Appendix 1 – Scenario.............................................................................28
Student Declaration ................................................................................................................................................1
1.Task 2 – Manage Team and Develop Performance Plan.............................8
Task 2.1 Team Meetings.......................................................................................................................................13
Task 2.2 Establish the team...................................................................................................................................20
Task 2.3 Support Team Effectiveness...................................................................................................................22
Task 2.4 Evaluation of teamwork .......................................................................................................................25
Task 2.5 Consultation with the CEO ...................................................................................................................26
Task 2.6 Meeting and report regarding performance issues.................................................................................27
2.Appendix 1 – Scenario.............................................................................28
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1. Task 2 – Manage Team and Develop Performance
Plan
Task summary and instructions
What is this
assessment task
about?
You have been recently engaged by XYZ Pty Ltd trading
as MMI Professional Education (Appendix 1), as a
consultant to lead a task force comprising the HR
Manager, the Marketing Manager and the Client Service
Manager to develop a series of team-building activities
across the organisation.
The task force has been given a budget of $ 75,000,
and they will have to plan and deliver the team building
activities within three months.
Having a clear vision of this project task and its
structure will help you plan and implement it in
simulated work conditions.
Your trainer and assessor will provide support and
mentorship in the role of the company's CEO.
You will work in a team (task force) of max four
students. You will both lead the team and be a part of it
in the simulated work environment.
Take turns playing the role of the consultant (task force
leader) when the task requires team collaboration. The
trainer and assessor will observe group work and
provide feedback on the Marking Sheet.
Form or join a team (3-4 students in the team).
Document the name of the students in the table below:
Student Name
Student Name
Student Name
Student Name
You will collaborate with the team (task force) in a
simulated work environment to carry out the
responsibility of your role as a task force leader relevant
to management and leading a team.
This assessment focuses on setting up the task force
for project success. This includes:
Skills and knowledge assessment
Training needs assessment
Plan
Task summary and instructions
What is this
assessment task
about?
You have been recently engaged by XYZ Pty Ltd trading
as MMI Professional Education (Appendix 1), as a
consultant to lead a task force comprising the HR
Manager, the Marketing Manager and the Client Service
Manager to develop a series of team-building activities
across the organisation.
The task force has been given a budget of $ 75,000,
and they will have to plan and deliver the team building
activities within three months.
Having a clear vision of this project task and its
structure will help you plan and implement it in
simulated work conditions.
Your trainer and assessor will provide support and
mentorship in the role of the company's CEO.
You will work in a team (task force) of max four
students. You will both lead the team and be a part of it
in the simulated work environment.
Take turns playing the role of the consultant (task force
leader) when the task requires team collaboration. The
trainer and assessor will observe group work and
provide feedback on the Marking Sheet.
Form or join a team (3-4 students in the team).
Document the name of the students in the table below:
Student Name
Student Name
Student Name
Student Name
You will collaborate with the team (task force) in a
simulated work environment to carry out the
responsibility of your role as a task force leader relevant
to management and leading a team.
This assessment focuses on setting up the task force
for project success. This includes:
Skills and knowledge assessment
Training needs assessment
Task summary and instructions
Agreed goals, values and behaviours
Team building
Set-up a website (one page -landing page) to
promote the team building activities across the
organisation
Develop an action plan to establish the team
You will:
Write the meeting minutes for the weekly team
meetings
Participate in four weekly meetings, one of which will
be observed by the assessor
Develop additional documents related to facilitating
team cohesion
Develop an action plan to set up the team for
success and develop the webpage
You will have to report on the work above every week
during the team meeting.
Although you will lead and collaborate with the task
force, your assessment's work must be individual, and it
will be marked as such.
This task comprises of the following assessment
methods:
Product-based ☒
Direct observation of Role-Play ☒
Case Study ☐
Other (specify) ☐
It has been designed to evaluate your ability
to/competency in:
Identify team purpose, roles, and responsibilities
according to organisational and task objectives
Develop performance plans with expected outcomes,
key performance indicators (KPIs) and goals for work
team
Support team members in meeting expected
performance outcomes
Develop strategies for facilitating team member
input into planning, decision making and operational
aspects of team tasks
Develop or modify policies and procedures for
promoting team member accountability for personal
Agreed goals, values and behaviours
Team building
Set-up a website (one page -landing page) to
promote the team building activities across the
organisation
Develop an action plan to establish the team
You will:
Write the meeting minutes for the weekly team
meetings
Participate in four weekly meetings, one of which will
be observed by the assessor
Develop additional documents related to facilitating
team cohesion
Develop an action plan to set up the team for
success and develop the webpage
You will have to report on the work above every week
during the team meeting.
Although you will lead and collaborate with the task
force, your assessment's work must be individual, and it
will be marked as such.
This task comprises of the following assessment
methods:
Product-based ☒
Direct observation of Role-Play ☒
Case Study ☐
Other (specify) ☐
It has been designed to evaluate your ability
to/competency in:
Identify team purpose, roles, and responsibilities
according to organisational and task objectives
Develop performance plans with expected outcomes,
key performance indicators (KPIs) and goals for work
team
Support team members in meeting expected
performance outcomes
Develop strategies for facilitating team member
input into planning, decision making and operational
aspects of team tasks
Develop or modify policies and procedures for
promoting team member accountability for personal
Task summary and instructions
work and team tasks
Provide feedback to team members on team effort
and contributions
Develop processes for identifying and addressing
issues, concerns and problems identified by team
members
Encourage team members to participate in and to
take responsibility for team activities
Support the team in identifying and resolving work
performance problems
Promote work team collaboration through individual
behaviour
Establish and maintain open communication
processes with relevant stakeholders
Communicate information from line management to
the team
Communicate and follow-up unresolved issues,
concerns and problems raised by team members
with line management
Address unresolved issues, concerns and problems
raised by stakeholders
Your assessor will be looking for demonstrated evidence
of your competency in the above.
You are required to address the following:
Task 2.1 Team Meetings
o Document the weekly team meetings.
Task 2.2 Establish the team
o Set-up teamwork and identify
Task 2.3 Support team effectiveness
o Strategies and plan for team effectiveness using a
variety of management tools
Task 2.4 Evaluation of teamwork
o Evaluate teamwork
Task 2.5 Consultation with the CEO
o Consult with the CEO about team performance
Task 2.6 Meeting and report regarding
performance issues
o Resolve performance issues with the team as
discussed with the CEO
o Report to the CEO
work and team tasks
Provide feedback to team members on team effort
and contributions
Develop processes for identifying and addressing
issues, concerns and problems identified by team
members
Encourage team members to participate in and to
take responsibility for team activities
Support the team in identifying and resolving work
performance problems
Promote work team collaboration through individual
behaviour
Establish and maintain open communication
processes with relevant stakeholders
Communicate information from line management to
the team
Communicate and follow-up unresolved issues,
concerns and problems raised by team members
with line management
Address unresolved issues, concerns and problems
raised by stakeholders
Your assessor will be looking for demonstrated evidence
of your competency in the above.
You are required to address the following:
Task 2.1 Team Meetings
o Document the weekly team meetings.
Task 2.2 Establish the team
o Set-up teamwork and identify
Task 2.3 Support team effectiveness
o Strategies and plan for team effectiveness using a
variety of management tools
Task 2.4 Evaluation of teamwork
o Evaluate teamwork
Task 2.5 Consultation with the CEO
o Consult with the CEO about team performance
Task 2.6 Meeting and report regarding
performance issues
o Resolve performance issues with the team as
discussed with the CEO
o Report to the CEO
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Task summary and instructions
Although the assessment requires group collaboration
to simulate a work environment, the assessment
submission is individual, and it will be marked as such.
What do I need to
do to complete
this task
satisfactorily?
submit the completed assessment tasks, according
to instructions,
complete the tasks with sufficient detail and present
them in a professional manner,
use your own words and reference sources
appropriately,
meet the word count where required,
use the scenario provided,
use the templates provided where required,
for your performance to be deemed satisfactory in
this assessment task you must satisfactorily address
all of the assessment criteria,
if part of this task is not satisfactorily completed you
will be asked to complete further assessment to
demonstrate satisfactory performance.
Specifications You must deliver/participate in:
Teamwork to complete the action plan and the
website page as instructed
Team building
Team meetings (4 weekly meetings)
You must submit to GOALS
Meeting minutes
Complete team table
Skills and knowledge table
Team goals, values and behaviours
Roles and responsibilities with KPIs
Action Plan
Strategies to ensure team members have input into
planning, decision making and operational aspects of
the work team
Policies and procedures to ensure team members
take responsibility for their own work and assist
others to undertake required roles and
responsibilities
Processes to ensure that issues, concerns and
problems identified by team members are
recognised and addressed
Evidence of team building activity x 3
Screenshot of website landing page
Evaluation of teamwork
Observation Checklist
Although the assessment requires group collaboration
to simulate a work environment, the assessment
submission is individual, and it will be marked as such.
What do I need to
do to complete
this task
satisfactorily?
submit the completed assessment tasks, according
to instructions,
complete the tasks with sufficient detail and present
them in a professional manner,
use your own words and reference sources
appropriately,
meet the word count where required,
use the scenario provided,
use the templates provided where required,
for your performance to be deemed satisfactory in
this assessment task you must satisfactorily address
all of the assessment criteria,
if part of this task is not satisfactorily completed you
will be asked to complete further assessment to
demonstrate satisfactory performance.
Specifications You must deliver/participate in:
Teamwork to complete the action plan and the
website page as instructed
Team building
Team meetings (4 weekly meetings)
You must submit to GOALS
Meeting minutes
Complete team table
Skills and knowledge table
Team goals, values and behaviours
Roles and responsibilities with KPIs
Action Plan
Strategies to ensure team members have input into
planning, decision making and operational aspects of
the work team
Policies and procedures to ensure team members
take responsibility for their own work and assist
others to undertake required roles and
responsibilities
Processes to ensure that issues, concerns and
problems identified by team members are
recognised and addressed
Evidence of team building activity x 3
Screenshot of website landing page
Evaluation of teamwork
Observation Checklist
Task summary and instructions
Meeting Summary
Email to CEO
Resources and
equipment
• Computer with Internet access
• Access to Microsoft Office suites or similar software
• Learning material
• Scenario for assessment as provided
• Appendices as provided
• Relevant policies and procedures as provided
• Templates as provided
Re-submission
opportunities
You will be provided feedback on your performance by
the Assessor. The feedback will indicate if you have
satisfactorily addressed the requirements of each part
of this task. If any parts of the task are not satisfactorily
completed, the assessor will explain why, and provide
you written feedback along with guidance on what you
must undertake to demonstrate satisfactory
performance. Re-assessment attempt(s) will be
arranged at a later time and date. You have the right to
appeal the outcome of assessment decisions if you feel
that you have been dealt with unfairly or have other
appropriate grounds for an appeal. You are encouraged
to consult with the assessor prior to attempting this task
if you do not understand any part of this task or if you
have any learning issues or needs that may hinder you
when attempting any part of the assessment.
Complete the following activities:
As a task force leader you will manage and lead the task force (team). This
assessment focuses on setting up the team for success. This includes:
Skills and knowledge assessment
Training needs assessment
Agreed goals, values and behaviours
Team building
Setting-up a website (one page) to promote the team building initiatives
within the organisation
Develop an action plan to establish the team
You will participate in and document four (4) team meetings.
You must:
Participate in four weekly meetings
o Write the meeting minutes for each meeting (Template 1) and make sure
they are submitted with your assessment
Establish the team:
o Form the team
o Conduct a knowledge and skills assessment to identify training needs
o Determine team goals, KPIs, values and agreed behaviours
Meeting Summary
Email to CEO
Resources and
equipment
• Computer with Internet access
• Access to Microsoft Office suites or similar software
• Learning material
• Scenario for assessment as provided
• Appendices as provided
• Relevant policies and procedures as provided
• Templates as provided
Re-submission
opportunities
You will be provided feedback on your performance by
the Assessor. The feedback will indicate if you have
satisfactorily addressed the requirements of each part
of this task. If any parts of the task are not satisfactorily
completed, the assessor will explain why, and provide
you written feedback along with guidance on what you
must undertake to demonstrate satisfactory
performance. Re-assessment attempt(s) will be
arranged at a later time and date. You have the right to
appeal the outcome of assessment decisions if you feel
that you have been dealt with unfairly or have other
appropriate grounds for an appeal. You are encouraged
to consult with the assessor prior to attempting this task
if you do not understand any part of this task or if you
have any learning issues or needs that may hinder you
when attempting any part of the assessment.
Complete the following activities:
As a task force leader you will manage and lead the task force (team). This
assessment focuses on setting up the team for success. This includes:
Skills and knowledge assessment
Training needs assessment
Agreed goals, values and behaviours
Team building
Setting-up a website (one page) to promote the team building initiatives
within the organisation
Develop an action plan to establish the team
You will participate in and document four (4) team meetings.
You must:
Participate in four weekly meetings
o Write the meeting minutes for each meeting (Template 1) and make sure
they are submitted with your assessment
Establish the team:
o Form the team
o Conduct a knowledge and skills assessment to identify training needs
o Determine team goals, KPIs, values and agreed behaviours
o Agree on roles and responsibilities
The above will be discussed and agreed on during the first meeting with
the team (week 1).
Complete the following activities in collaboration with the team:
o Develop an action plan to establish the team for project success (week 2)
o Develop the webpage in collaboration with the team (from week 2 to
week 4)
o Develop strategies to ensure team members have input into planning,
decision making and operational aspects of work team (week 2)
o Develop policies and procedures to ensure that team members take
responsibility for own work and assist other to undertake required roles
and responsibilities (week 3)
o Develop processes to ensure that issues, concerns and problems
identified by team members are recognised and addressed (week 3)
o Plan for and perform a team-building activity (planned in week 2 and
delivered in week 3)
o Finalise the webpage and the action plan (by week 4)
The above will be discussed, agreed and worked on during the second,
third and fourth meeting with the team (week 2-4).
The trainer and assessor will observe your weekly work with the team and
provide feedback in the marking sheet.
The trainer and assessor will play the role of the CEO and may communicate
key information to the team leader to be passed to the team during the
meeting.
Evaluate teamwork
Please refer to Appendix 1 for information about the organisation.
Task 2.1 Team Meetings
You are required to attend and participate in a team meeting every
week, for 4 weeks. Each week one of your team members will be the
designated task force leader.
These meetings are designed to help you decide together what needs to be
done, how it will be done, and who is responsible for what. It will also be the
opportunity to catch up on previous tasks, and it should result in an action plan
for the following week.
You will minute each meeting (Template 1). All meeting minutes must be
submitted with your assessment.
The trainer and assessor will observe your weekly work with the team and
provide feedback on the marking sheet.
The trainer and assessor will play the role of the CEO and may communicate
key information to the team leader to be passed to the team during the
meeting. The communication must be recorded in the meeting minutes.
You must address the following:
Week 1
The above will be discussed and agreed on during the first meeting with
the team (week 1).
Complete the following activities in collaboration with the team:
o Develop an action plan to establish the team for project success (week 2)
o Develop the webpage in collaboration with the team (from week 2 to
week 4)
o Develop strategies to ensure team members have input into planning,
decision making and operational aspects of work team (week 2)
o Develop policies and procedures to ensure that team members take
responsibility for own work and assist other to undertake required roles
and responsibilities (week 3)
o Develop processes to ensure that issues, concerns and problems
identified by team members are recognised and addressed (week 3)
o Plan for and perform a team-building activity (planned in week 2 and
delivered in week 3)
o Finalise the webpage and the action plan (by week 4)
The above will be discussed, agreed and worked on during the second,
third and fourth meeting with the team (week 2-4).
The trainer and assessor will observe your weekly work with the team and
provide feedback in the marking sheet.
The trainer and assessor will play the role of the CEO and may communicate
key information to the team leader to be passed to the team during the
meeting.
Evaluate teamwork
Please refer to Appendix 1 for information about the organisation.
Task 2.1 Team Meetings
You are required to attend and participate in a team meeting every
week, for 4 weeks. Each week one of your team members will be the
designated task force leader.
These meetings are designed to help you decide together what needs to be
done, how it will be done, and who is responsible for what. It will also be the
opportunity to catch up on previous tasks, and it should result in an action plan
for the following week.
You will minute each meeting (Template 1). All meeting minutes must be
submitted with your assessment.
The trainer and assessor will observe your weekly work with the team and
provide feedback on the marking sheet.
The trainer and assessor will play the role of the CEO and may communicate
key information to the team leader to be passed to the team during the
meeting. The communication must be recorded in the meeting minutes.
You must address the following:
Week 1
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Determine team goals and how the team can achieve those goals. (Task
2.2C)
Determine team values and agreed on behaviours. (Task 2.2C)
Determine skills gaps and training needs. (Task 2.2B)
Determine outcomes, outputs and KPIs for each team member – for
example, determine agreed responsibilities, quality standards, and how
performance quality or achievement of tasks will be measured. (Task
2.2D)
Discuss and document any issues, concerns or problems regarding work
performance (it is important that you document them as they will be
used in assessment AssessmentTask 3)
Other items
Complete the Meeting Minutes week 1 – Template 1.
Week 2
Progress reports on work that has been completed.
Status of action items from previous week.
Start to develop the webpage.
Develop an action plan to establish the team for success. (Task 2.3A)
Develop strategies to ensure team members have input into planning,
decision making and operational aspects of work team. (Task 2.3B)
Prepare a team building activity for the following week. Describe it and
explain why you chose it.
Discuss and document any issues, concerns or problems regarding work
performance (it is important that you document them as they will be
used in Assessment Task 3).
Other items
Complete the Meeting Minutes week 2 – Template 1.
Week 3
Progress reports on work that has been completed.
Status of action items from previous week.
Develop policies and procedures to ensure that team members take
responsibility for own work and assist others in undertaking required
roles and responsibilities. (Task 2.3C)
Develop processes to ensure that issues, concerns and problems
identified by team members are recognised and addressed. (Task 2.3D)
Conduct the team building activity.
Provide evidence (3) of the team building activity. Evidence may include
pictures/video of the team undertaking the team building activity or
feedback from the team on the outcome of the activity. (Task 2.3E)
Discuss and document any issues, concerns or problems regarding work
performance (it is important that you document them as they will be
used in Assessment Task 3).
Other items.
Complete the Meeting Minutes week 3 – Template 1.
Week 4
Progress reports on work that has been completed.
Status of action items from previous week.
2.2C)
Determine team values and agreed on behaviours. (Task 2.2C)
Determine skills gaps and training needs. (Task 2.2B)
Determine outcomes, outputs and KPIs for each team member – for
example, determine agreed responsibilities, quality standards, and how
performance quality or achievement of tasks will be measured. (Task
2.2D)
Discuss and document any issues, concerns or problems regarding work
performance (it is important that you document them as they will be
used in assessment AssessmentTask 3)
Other items
Complete the Meeting Minutes week 1 – Template 1.
Week 2
Progress reports on work that has been completed.
Status of action items from previous week.
Start to develop the webpage.
Develop an action plan to establish the team for success. (Task 2.3A)
Develop strategies to ensure team members have input into planning,
decision making and operational aspects of work team. (Task 2.3B)
Prepare a team building activity for the following week. Describe it and
explain why you chose it.
Discuss and document any issues, concerns or problems regarding work
performance (it is important that you document them as they will be
used in Assessment Task 3).
Other items
Complete the Meeting Minutes week 2 – Template 1.
Week 3
Progress reports on work that has been completed.
Status of action items from previous week.
Develop policies and procedures to ensure that team members take
responsibility for own work and assist others in undertaking required
roles and responsibilities. (Task 2.3C)
Develop processes to ensure that issues, concerns and problems
identified by team members are recognised and addressed. (Task 2.3D)
Conduct the team building activity.
Provide evidence (3) of the team building activity. Evidence may include
pictures/video of the team undertaking the team building activity or
feedback from the team on the outcome of the activity. (Task 2.3E)
Discuss and document any issues, concerns or problems regarding work
performance (it is important that you document them as they will be
used in Assessment Task 3).
Other items.
Complete the Meeting Minutes week 3 – Template 1.
Week 4
Progress reports on work that has been completed.
Status of action items from previous week.
Finalise the webpage -landing page. (Task 2.3F)
Discuss and document any issues, concerns or problems regarding work
performance (it is important that you document them as they will be
used in Assessment Task 3).
Lessons learned
Other items.
Complete the Meeting Minutes week 4 – Template 1.
Your assessor will observe your weekly meetings to ensure that you are
participating in the meeting and facilitating teamwork. This is an assessable
task, and the trainer and assessor will observe and evaluate your
performance during the meeting. Duration of the meeting: 30 – 40 minutes.
If you are absent from class, liaise with your facilitator to make alternative
arrangements.
Use the templates below as a reference for your meeting agendas and
document the meeting minutes each week. Add item's title and add
additional rows if needed.
Please note that you will have to write the meeting minutes each week and
ensure they are submitted with your assessment.
Template 1 -Meeting Minutes
Meeting Minutes – Week
1
Date and Meeting
Number
Attendees
4
This week's team
leader
Mishad
Team goals, values
and behaviours
HR
Cultural program once in a month +
extra ciricular activities
Providing effective multicultural
faculties
Virtual trainings from Melbourne to
sydeny
Marketing
Target international clients, main
source income.
upgrade the company website to
attractive for international students,
linked with social media.
More social media activities, dead
socials media accounts
Discuss and document any issues, concerns or problems regarding work
performance (it is important that you document them as they will be
used in Assessment Task 3).
Lessons learned
Other items.
Complete the Meeting Minutes week 4 – Template 1.
Your assessor will observe your weekly meetings to ensure that you are
participating in the meeting and facilitating teamwork. This is an assessable
task, and the trainer and assessor will observe and evaluate your
performance during the meeting. Duration of the meeting: 30 – 40 minutes.
If you are absent from class, liaise with your facilitator to make alternative
arrangements.
Use the templates below as a reference for your meeting agendas and
document the meeting minutes each week. Add item's title and add
additional rows if needed.
Please note that you will have to write the meeting minutes each week and
ensure they are submitted with your assessment.
Template 1 -Meeting Minutes
Meeting Minutes – Week
1
Date and Meeting
Number
Attendees
4
This week's team
leader
Mishad
Team goals, values
and behaviours
HR
Cultural program once in a month +
extra ciricular activities
Providing effective multicultural
faculties
Virtual trainings from Melbourne to
sydeny
Marketing
Target international clients, main
source income.
upgrade the company website to
attractive for international students,
linked with social media.
More social media activities, dead
socials media accounts
Clients service
Speed up the response times
Goals to develop Customer loyality
program
Create customer centreic culture
Creative in social media
Skills gaps and
training needs
HR
Interviewing skills for multicultural candidates
Communication skills for Customer
service/listening skills
Training for familiring virtual platforms fro
trainers.
Marketing
Increase part timers to full time and train
them to deal with the increased amount of
marketing task
Client service
Client service personal training for
communication for diverse background to
reduce complaints
Outcomes, outputs
and KPIs for each
team member
HR
Start the cultural program by the strat next
semster
Marketing
By next week update the website to be more
responsive and have a modern look, with
facebook integration.
Client service
KPI is attendace
Duration will be one months
The performance will be measured by meas
Issues and concerns
about work
performance
Cultural issues
Communication barrier
In active marketing activities
Hard to communicate online from Melbourne
Sydney staff are yet to employed
Speed up the response times
Goals to develop Customer loyality
program
Create customer centreic culture
Creative in social media
Skills gaps and
training needs
HR
Interviewing skills for multicultural candidates
Communication skills for Customer
service/listening skills
Training for familiring virtual platforms fro
trainers.
Marketing
Increase part timers to full time and train
them to deal with the increased amount of
marketing task
Client service
Client service personal training for
communication for diverse background to
reduce complaints
Outcomes, outputs
and KPIs for each
team member
HR
Start the cultural program by the strat next
semster
Marketing
By next week update the website to be more
responsive and have a modern look, with
facebook integration.
Client service
KPI is attendace
Duration will be one months
The performance will be measured by meas
Issues and concerns
about work
performance
Cultural issues
Communication barrier
In active marketing activities
Hard to communicate online from Melbourne
Sydney staff are yet to employed
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Communication from
CEO
CEO told about the ways that help in solving the
issue faced by the employees and areas of
improvement.
Action items
Action Item Responsibility
Solve cultural issues Reduce the barrier of
communication
Provide effective client service Interact with client on
regular basis
Meeting Minutes – Week
2
Date and Meeting
Number
Attendees
4
This week's team
leader
Mishad
Status of action
items
To develop the interview skills for multicultural
candidates
To provide virtual trainings and target
multinational clients
To use social media and enhance market
coverage
Progress report
They were able to achieve the goals and objectives in an
effective manner
Issues and concerns
about work
performance
The issues related to culture
Ineffectiveness of staff and lack of communication
Team Building
Activity for week 3
(planning)
To enhance the team working skills
To enhance the marketing skills of the employees
Communication from
CEO
To formulate effective action plan
Strategies to ensure
team members have
input into planning,
decision making and
operational aspects
of work team
To check the work done on regular basis
To provide them regular training
To engage the employees in decision making
Action Plan.
Team working skills: As they help to complete the
assigned work effectively and with coordination
CEO
CEO told about the ways that help in solving the
issue faced by the employees and areas of
improvement.
Action items
Action Item Responsibility
Solve cultural issues Reduce the barrier of
communication
Provide effective client service Interact with client on
regular basis
Meeting Minutes – Week
2
Date and Meeting
Number
Attendees
4
This week's team
leader
Mishad
Status of action
items
To develop the interview skills for multicultural
candidates
To provide virtual trainings and target
multinational clients
To use social media and enhance market
coverage
Progress report
They were able to achieve the goals and objectives in an
effective manner
Issues and concerns
about work
performance
The issues related to culture
Ineffectiveness of staff and lack of communication
Team Building
Activity for week 3
(planning)
To enhance the team working skills
To enhance the marketing skills of the employees
Communication from
CEO
To formulate effective action plan
Strategies to ensure
team members have
input into planning,
decision making and
operational aspects
of work team
To check the work done on regular basis
To provide them regular training
To engage the employees in decision making
Action Plan.
Team working skills: As they help to complete the
assigned work effectively and with coordination
Communication
skills
This helps to interact in an effective and efficient
manner.
Marketing skills
These skills help to manage the social media in an
effective manner
Action items
Action Item Responsibility
Achieve targets Work with more
attention
Enhance communications skills Take classes daily
Work on marketing skills Spend 1 hour on field
daily
Meeting Minutes – Week
3
Date and Meeting
Number
Attendees
4
This week's team
leader
Mishad
Status of action
items
To reduce employee turnover
ratio
To bring innovation
Progress report
There was improvement in social
media marketing and regular updates
were made.
Issues and
concerns about
work performance
There is high employee
turnover and that reduces the
efficiency of organisation.
There is Iack of understanding
and working in an effective
manner.
Team Building
Activity
It is important to have team building
activities in an organisation. It can be
done by organising debate
competitions with maxim participation
of employees.
Communication
from CEO
All the actions and target achieved are
communicated. It is important to be in
touch and communicate all the
essential points.
Policies and
procedures to
ensure that team
The policy should include the following
points:
Each member is assigned task
skills
This helps to interact in an effective and efficient
manner.
Marketing skills
These skills help to manage the social media in an
effective manner
Action items
Action Item Responsibility
Achieve targets Work with more
attention
Enhance communications skills Take classes daily
Work on marketing skills Spend 1 hour on field
daily
Meeting Minutes – Week
3
Date and Meeting
Number
Attendees
4
This week's team
leader
Mishad
Status of action
items
To reduce employee turnover
ratio
To bring innovation
Progress report
There was improvement in social
media marketing and regular updates
were made.
Issues and
concerns about
work performance
There is high employee
turnover and that reduces the
efficiency of organisation.
There is Iack of understanding
and working in an effective
manner.
Team Building
Activity
It is important to have team building
activities in an organisation. It can be
done by organising debate
competitions with maxim participation
of employees.
Communication
from CEO
All the actions and target achieved are
communicated. It is important to be in
touch and communicate all the
essential points.
Policies and
procedures to
ensure that team
The policy should include the following
points:
Each member is assigned task
members take
responsibility for
own work and
assist other to
undertake
required roles and
responsibilities.
individual basis
Then gather information related
to work done by them.
Set targets and timeliness. As it
helps in evaluation
To give them feedback and
check that they achieved the
goals.
Processes to
ensure that
issues, concerns
and problems
identified by team
members are
recognised and
addressed
There is issue of diversity of culture.
The employees were not ready to work
together. By providing them training
and collaboration activities. The
organisation is able to manage
employee's of various cultures.
Action items
Action Item Responsibility
Follow policies Read the new policies of
company
Achieve team goals Take on all the team
projects
Meeting Minutes – Week
4
Date and Meeting
Number
Attendees
4
This week's team
leader
Mishad
Status of action
items
The cultural barriers are
resolved
The work done by employees is
monitored on regular basis
Progress report
The goals and objectives are achieved
and there is good progress
Issues and
concerns about
work performance
The major issues about work
performance are as follows:
Quantity of work
Quality of work
Employees are unable to adopt
change
Finalisation In the end the task to use full efforts
responsibility for
own work and
assist other to
undertake
required roles and
responsibilities.
individual basis
Then gather information related
to work done by them.
Set targets and timeliness. As it
helps in evaluation
To give them feedback and
check that they achieved the
goals.
Processes to
ensure that
issues, concerns
and problems
identified by team
members are
recognised and
addressed
There is issue of diversity of culture.
The employees were not ready to work
together. By providing them training
and collaboration activities. The
organisation is able to manage
employee's of various cultures.
Action items
Action Item Responsibility
Follow policies Read the new policies of
company
Achieve team goals Take on all the team
projects
Meeting Minutes – Week
4
Date and Meeting
Number
Attendees
4
This week's team
leader
Mishad
Status of action
items
The cultural barriers are
resolved
The work done by employees is
monitored on regular basis
Progress report
The goals and objectives are achieved
and there is good progress
Issues and
concerns about
work performance
The major issues about work
performance are as follows:
Quantity of work
Quality of work
Employees are unable to adopt
change
Finalisation In the end the task to use full efforts
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activities
(Webpage and
action plan)
and accomplish the work as per action
plan. It is seen that all the problems
and identified issues are sorted in time
with full dedication.
Lessons Learned
The following are the lessons learned:
There is need of effective
communication skills.
Team working helps to achieve
task effectively
Bringing innovation is necessary
Communication
from CEO
All the action plan and targets are
communicated. The project is
completed or not. The performance of
employee's and the areas of
improvement. Each and every point
that is important and helps to
determine the progress is
communicated with CEO. The
feedback and some action are taken
from him so as to make improvements
and compleete the work in time.
Last meeting
follow-up
The meeting was conducted effectively
and the feedback of all the team
members was taken.
Action items
Action Item Responsibility
Maintain quality of work Monitor the work on
regular basis
Active the targets Set schedule and work
according to the same.
Task 2.2 Establish the team
Address the following using the tables provided.
A) Form a team of 3-4 students to collaborate with when working on the
following work tasks:
1. development of an action plan to build the team for project success
2. development of one-page website – landing/home page using a free
website design tool such as Wix
and fill in the table below with your team name and the name of each team
member:
<Team
Name>
Team member's name
Team
member 1
A
Team
member 2
B
Team
member 3
C
(Webpage and
action plan)
and accomplish the work as per action
plan. It is seen that all the problems
and identified issues are sorted in time
with full dedication.
Lessons Learned
The following are the lessons learned:
There is need of effective
communication skills.
Team working helps to achieve
task effectively
Bringing innovation is necessary
Communication
from CEO
All the action plan and targets are
communicated. The project is
completed or not. The performance of
employee's and the areas of
improvement. Each and every point
that is important and helps to
determine the progress is
communicated with CEO. The
feedback and some action are taken
from him so as to make improvements
and compleete the work in time.
Last meeting
follow-up
The meeting was conducted effectively
and the feedback of all the team
members was taken.
Action items
Action Item Responsibility
Maintain quality of work Monitor the work on
regular basis
Active the targets Set schedule and work
according to the same.
Task 2.2 Establish the team
Address the following using the tables provided.
A) Form a team of 3-4 students to collaborate with when working on the
following work tasks:
1. development of an action plan to build the team for project success
2. development of one-page website – landing/home page using a free
website design tool such as Wix
and fill in the table below with your team name and the name of each team
member:
<Team
Name>
Team member's name
Team
member 1
A
Team
member 2
B
Team
member 3
C
<Team
Name>
Team member's name
Team
member 3
D
B) In consultation with the team, determine what skills and knowledge
each team member will bring to the team to support project success and the
development of the website.
Discuss and action the work tasks below during your first meeting with
the team.
Note: your team will have to develop the website (just a home page/landing
page for the purpose of this assessment) using a free website platform such
as wix.
The landing page must include the content for the following topics/sections:
About team building (importance)
Overview of Team building activities organised for all staff
Schedule of team building activities
News
Pages (visible in the website menu but inactive) must include:
Home
About
Schedule and booking
Contact HR
Please note that you will have to submit a screenshot of the landing page as
evidence that the team developed the webpage.
Identify training needs for each team member based on a gap analysis.
Team
Member
Name
Skills and knowledge
needed to support
project success and the
development of the
website
(8-10 key skills and
knowledge)
Skills and knowledge gaps
(Training needs)
A
There are need of various skill
like communication skills, team
management skills, critical
thinking skills, leadership skills,
decision making skills, research
skills, ICT skills
HR: There is skill gap and need of
providing training related to
interview skills
B Marketing: Providing training
related to marketing
C
Client Service: To enhance
communication as it will help to
reduce the complaints.
D
C) Document your team goals (3 goals with 1 KPI each), values (4-6) and
agreed behaviours (5-8) as discussed in Meeting 1 (Task 2.2).
Team goals
with KPIs
Goal KPI
Client service attendace
1 month
Name>
Team member's name
Team
member 3
D
B) In consultation with the team, determine what skills and knowledge
each team member will bring to the team to support project success and the
development of the website.
Discuss and action the work tasks below during your first meeting with
the team.
Note: your team will have to develop the website (just a home page/landing
page for the purpose of this assessment) using a free website platform such
as wix.
The landing page must include the content for the following topics/sections:
About team building (importance)
Overview of Team building activities organised for all staff
Schedule of team building activities
News
Pages (visible in the website menu but inactive) must include:
Home
About
Schedule and booking
Contact HR
Please note that you will have to submit a screenshot of the landing page as
evidence that the team developed the webpage.
Identify training needs for each team member based on a gap analysis.
Team
Member
Name
Skills and knowledge
needed to support
project success and the
development of the
website
(8-10 key skills and
knowledge)
Skills and knowledge gaps
(Training needs)
A
There are need of various skill
like communication skills, team
management skills, critical
thinking skills, leadership skills,
decision making skills, research
skills, ICT skills
HR: There is skill gap and need of
providing training related to
interview skills
B Marketing: Providing training
related to marketing
C
Client Service: To enhance
communication as it will help to
reduce the complaints.
D
C) Document your team goals (3 goals with 1 KPI each), values (4-6) and
agreed behaviours (5-8) as discussed in Meeting 1 (Task 2.2).
Team goals
with KPIs
Goal KPI
Client service attendace
1 month
Team goals
with KPIs
Goal KPI
Measured by meas
Team values It will help to work in an effective
manner and complete all the team
goals
Agreed
behaviours
The work should be done as it was
agreed
D) Document roles and responsibilities with associated KPIs for each team
member (3 KPIs/each team member) as discussed and agreed in Meeting 1
(Task 2.2)
Team
Member
Role and responsibilities KPIs
A Enhance communication skill Test
B Enhance marketing skills Case study
C Promote team working Achieving goals
D coordination Work in team
Task 2.3 Support Team Effectiveness
A. With your team, develop an action plan (Template 2) to establish and
develop the task force for success.
The plan must include all the following:
Introduction
Resources required to deliver the required tasks
Key Performance Indicators
Risk plans
Action plan for implementation
The plan may address, for example:
Training
Team building activities
Initiatives for cross-functionality
Enhancing communication with senior management
Sustainability initiatives
Work-life balance
Emotional and cultural intelligence
Template 2 -Action Plan to establish and develop the team for success
Introduction:
Write the introduction to the action plan, including background information
about the organisation and an overview of the task force's project.
(50-100 words)
Action plan states the skills that are required by an individual to complete the
assigned work. It includes actions that will help to achieve the targets. In the
present scenario there is need of enhancing communication skills so that there is
proper interaction. The next point is to enhance the marketing skills so as to deal
with clients in an effective manner. As well as it will help in handling social media
effectively.
with KPIs
Goal KPI
Measured by meas
Team values It will help to work in an effective
manner and complete all the team
goals
Agreed
behaviours
The work should be done as it was
agreed
D) Document roles and responsibilities with associated KPIs for each team
member (3 KPIs/each team member) as discussed and agreed in Meeting 1
(Task 2.2)
Team
Member
Role and responsibilities KPIs
A Enhance communication skill Test
B Enhance marketing skills Case study
C Promote team working Achieving goals
D coordination Work in team
Task 2.3 Support Team Effectiveness
A. With your team, develop an action plan (Template 2) to establish and
develop the task force for success.
The plan must include all the following:
Introduction
Resources required to deliver the required tasks
Key Performance Indicators
Risk plans
Action plan for implementation
The plan may address, for example:
Training
Team building activities
Initiatives for cross-functionality
Enhancing communication with senior management
Sustainability initiatives
Work-life balance
Emotional and cultural intelligence
Template 2 -Action Plan to establish and develop the team for success
Introduction:
Write the introduction to the action plan, including background information
about the organisation and an overview of the task force's project.
(50-100 words)
Action plan states the skills that are required by an individual to complete the
assigned work. It includes actions that will help to achieve the targets. In the
present scenario there is need of enhancing communication skills so that there is
proper interaction. The next point is to enhance the marketing skills so as to deal
with clients in an effective manner. As well as it will help in handling social media
effectively.
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Determine the resource requirements to implement the action plan to establish
and develop the team for project success .
Required Resources
Human resources
(2-3)
Training sessions, infrastructure
Physical
resources and
services
(5-6)
Raw materials, buildings and facilities, machinery,
energy, and supplies
Overall budget
($15,000-$20,000)
Loan
Develop at least three Key Performance Indicators (KPIs) to measure the
success of the action. (3 KPIs)
KPIs
KPI 1 Increase in sales
KPI 2 Increase in profit
KPI 3 Return of investment
Identify two risks to implementing the action plan and develop a risk
treatment plan for each risk. Use the tables provided below.
o Risks must include:
One risk due to employee underperformance.
One risk due to a breach of health and safety compliance responsibilities.
Risk Treatment Plan 1
Risk identified:
Employee under
performance
Risk Treatment strategy By
when By whom
To provide them training and try to boost their
work.
1 month HR
and develop the team for project success .
Required Resources
Human resources
(2-3)
Training sessions, infrastructure
Physical
resources and
services
(5-6)
Raw materials, buildings and facilities, machinery,
energy, and supplies
Overall budget
($15,000-$20,000)
Loan
Develop at least three Key Performance Indicators (KPIs) to measure the
success of the action. (3 KPIs)
KPIs
KPI 1 Increase in sales
KPI 2 Increase in profit
KPI 3 Return of investment
Identify two risks to implementing the action plan and develop a risk
treatment plan for each risk. Use the tables provided below.
o Risks must include:
One risk due to employee underperformance.
One risk due to a breach of health and safety compliance responsibilities.
Risk Treatment Plan 1
Risk identified:
Employee under
performance
Risk Treatment strategy By
when By whom
To provide them training and try to boost their
work.
1 month HR
Risk Treatment Plan 2
Risk identified: Breach
of health and safety
compliance
responsibilities
Risk Treatment strategy By
when By whom
Using the code of conduct and taking remedial
actions
15 days CEO
Determine the actions for the implementation of the action plan. Use the
template provided below to complete your answers.
o In your plan include:
Three objectives
Two performance measures for each objective
Two tasks relevant to each objective
Action Plan
Objectives: Performance
measures
Tasks:
1 Enhance
communication
skills
● Responses and
Feedback
● Set a baseline
● Take class
● Practice
2 Develop
marketing
skills
● Pagerank
● Social Media
performance
● Take online sessions
● Continuity in social
media
3 Team working
skills
● Leadership
● Work quality
● Work in team
● daily coaching
B. Develop strategies to ensure team members have input into planning,
decision-making, and operational aspects of the work team. Develop at least
three strategies and document them in the table below. (50 – 100 words per
strategy)
Strategies to ensure team
members have input into planning
Strategy 1
To enhance the engagement level of employees. This
will help to know that how good they are planning and
taking decisions.
Strategy 2
To use participative leadership style. As it involves all
the employees to participate in decision-making and
knowing their responses.
Strategy 3
To start informal meeting in order to increase
collaboration among employees. As the employees are
able to present the real picture in informal meetings.
Risk identified: Breach
of health and safety
compliance
responsibilities
Risk Treatment strategy By
when By whom
Using the code of conduct and taking remedial
actions
15 days CEO
Determine the actions for the implementation of the action plan. Use the
template provided below to complete your answers.
o In your plan include:
Three objectives
Two performance measures for each objective
Two tasks relevant to each objective
Action Plan
Objectives: Performance
measures
Tasks:
1 Enhance
communication
skills
● Responses and
Feedback
● Set a baseline
● Take class
● Practice
2 Develop
marketing
skills
● Pagerank
● Social Media
performance
● Take online sessions
● Continuity in social
media
3 Team working
skills
● Leadership
● Work quality
● Work in team
● daily coaching
B. Develop strategies to ensure team members have input into planning,
decision-making, and operational aspects of the work team. Develop at least
three strategies and document them in the table below. (50 – 100 words per
strategy)
Strategies to ensure team
members have input into planning
Strategy 1
To enhance the engagement level of employees. This
will help to know that how good they are planning and
taking decisions.
Strategy 2
To use participative leadership style. As it involves all
the employees to participate in decision-making and
knowing their responses.
Strategy 3
To start informal meeting in order to increase
collaboration among employees. As the employees are
able to present the real picture in informal meetings.
C. Develop policies and procedures to ensure team members take
responsibility for their work and assist others in undertaking required roles
and responsibilities. Develop one high-level policy and two procedures and
write them in the table below.
(100-150 words in total)
Policies and Procedures
Policy
To assign the task to individual individual. By doing
this they will make all efforts and will to take
responsibility for the work that they have to
complete.
Procedure 1
Start the provision of contacting on regular basis.
Taking regular feedback from the team member and
asking them about the progress that they have made
will help. By giving authority the responsibility also
comes. So, delegation of work will help them
employees to be responsible.
Procedure 2
By setting targets and timeline the work can be
assisted. It will help in increasing the efforts if
employees and also they will be motivated towards
the work.
D. Develop processes to ensure that issues, concerns and problems identified
by team members are recognised and addressed. Develop at least two
processes and write them in the table below. (100 words in total)
Processes
Process 1
To conduct meetings on weekly basis. This will help
employees to communicate about the problems that
they are facing. It is seen that employees are able to
speak up more clearly.
Process 2
By assigning a mentor over 5 person. That remains in
touch with the individuals and trying to understand
them and know their issues. It will help to know about
the problem at the that instance and then making
suitable actions so that the issue is sorted at the
same moment.
E. Provide evidence (3) of the team building activity. Evidence may include
pictures/video of the team undertaking the team building activity or
feedback from the team on the outcome of the activity.
Copy and paste the evidence in the space provided below:
responsibility for their work and assist others in undertaking required roles
and responsibilities. Develop one high-level policy and two procedures and
write them in the table below.
(100-150 words in total)
Policies and Procedures
Policy
To assign the task to individual individual. By doing
this they will make all efforts and will to take
responsibility for the work that they have to
complete.
Procedure 1
Start the provision of contacting on regular basis.
Taking regular feedback from the team member and
asking them about the progress that they have made
will help. By giving authority the responsibility also
comes. So, delegation of work will help them
employees to be responsible.
Procedure 2
By setting targets and timeline the work can be
assisted. It will help in increasing the efforts if
employees and also they will be motivated towards
the work.
D. Develop processes to ensure that issues, concerns and problems identified
by team members are recognised and addressed. Develop at least two
processes and write them in the table below. (100 words in total)
Processes
Process 1
To conduct meetings on weekly basis. This will help
employees to communicate about the problems that
they are facing. It is seen that employees are able to
speak up more clearly.
Process 2
By assigning a mentor over 5 person. That remains in
touch with the individuals and trying to understand
them and know their issues. It will help to know about
the problem at the that instance and then making
suitable actions so that the issue is sorted at the
same moment.
E. Provide evidence (3) of the team building activity. Evidence may include
pictures/video of the team undertaking the team building activity or
feedback from the team on the outcome of the activity.
Copy and paste the evidence in the space provided below:
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F. Provide a screenshot of the completed website (home/landing page only for
the purpose of this assessment):
Task 2.4 Evaluation of teamwork
Reflect on your work with the team, and document how you performed each
of the requirements specified in the table provided below (40-80
words/item), give a specific example for each requirement:
Teamwork
Requirements Reflection
How did you
provide feedback
to team members
to encourage,
value and reward
individual and
team efforts and
contributions?
It is necessary to provide feedback to the team members. I
provide direct feedback and tell both the positive and
negative aspects that are included in there work. I tell them
about the measures that will help in improvement their
value and team efforts.
How did you
encourage team
members and
individuals to
participate in and
to take
responsibility for
I have analysed that by giving responsibility to employees.
It is necessary to include them in every decision making
and taking their view. For this informal meetings are
organised. Also mentors are assigned to them and they
motivate them so that they are able to work effectively.
the purpose of this assessment):
Task 2.4 Evaluation of teamwork
Reflect on your work with the team, and document how you performed each
of the requirements specified in the table provided below (40-80
words/item), give a specific example for each requirement:
Teamwork
Requirements Reflection
How did you
provide feedback
to team members
to encourage,
value and reward
individual and
team efforts and
contributions?
It is necessary to provide feedback to the team members. I
provide direct feedback and tell both the positive and
negative aspects that are included in there work. I tell them
about the measures that will help in improvement their
value and team efforts.
How did you
encourage team
members and
individuals to
participate in and
to take
responsibility for
I have analysed that by giving responsibility to employees.
It is necessary to include them in every decision making
and taking their view. For this informal meetings are
organised. Also mentors are assigned to them and they
motivate them so that they are able to work effectively.
Teamwork
Requirements Reflection
team activities,
including
communication
processes?
How did you
support the team
in identifying and
resolving work
performance
problems?
There are so many problems that arise while working.
Supporting the team and identifying the issue they are
facing is essential. I create a positiver working environment
that is free from discrimination and treat every one equally.
Also, by providing training to the employees half of their
problems are resolved.
How did you
ensure your
contribution to
work team serves
as a role model for
others and
enhances the
organisation's
image for all
stakeholders?
I work with full dedication and always complete the tasks
assigned to me on time. I develop good relations with all
the stakeholders and try to fulfil all of their demands. I am a
honest person that work with full integrity and coordination
to complete the assigned task. I focus on the goals and
objectives of organisation and make efforts to accomplish
them for success of the business. I always try to provide
best training to the employees.
The CEO (played by your trainer) will observe team meetings and evaluate the
team's performance to ensure that each team member meets the above
requirements.
Task 2.5 Consultation with the CEO
This task is a Role-Play that requires you to:
Meet with the CEO (played by the trainer and assessor in a simulated
work environment) to discuss team performance issues and teamwork.
Follow these steps:
Schedule a time with the trainer and assessor (CEO) to meet in week 5 of
class.
The meeting will be a role-play in which your trainer will play the part of
the CEO, and you will consult with them about team performance
This is an assessable task, and the trainer and assessor will observe and
evaluate your performance during the meeting.
Duration of the meeting: 10-15 minutes.
If you are absent from class, liaise with your trainer to make alternative
arrangements.
Discuss your solutions to improve team performance and achieve team
goals. During your consultation:
o Discuss the issues, concerns or problems regarding work performed in
Task 2.1-2.3.
o Suggest formal and informal learning opportunities to support the
team and individual team members
Requirements Reflection
team activities,
including
communication
processes?
How did you
support the team
in identifying and
resolving work
performance
problems?
There are so many problems that arise while working.
Supporting the team and identifying the issue they are
facing is essential. I create a positiver working environment
that is free from discrimination and treat every one equally.
Also, by providing training to the employees half of their
problems are resolved.
How did you
ensure your
contribution to
work team serves
as a role model for
others and
enhances the
organisation's
image for all
stakeholders?
I work with full dedication and always complete the tasks
assigned to me on time. I develop good relations with all
the stakeholders and try to fulfil all of their demands. I am a
honest person that work with full integrity and coordination
to complete the assigned task. I focus on the goals and
objectives of organisation and make efforts to accomplish
them for success of the business. I always try to provide
best training to the employees.
The CEO (played by your trainer) will observe team meetings and evaluate the
team's performance to ensure that each team member meets the above
requirements.
Task 2.5 Consultation with the CEO
This task is a Role-Play that requires you to:
Meet with the CEO (played by the trainer and assessor in a simulated
work environment) to discuss team performance issues and teamwork.
Follow these steps:
Schedule a time with the trainer and assessor (CEO) to meet in week 5 of
class.
The meeting will be a role-play in which your trainer will play the part of
the CEO, and you will consult with them about team performance
This is an assessable task, and the trainer and assessor will observe and
evaluate your performance during the meeting.
Duration of the meeting: 10-15 minutes.
If you are absent from class, liaise with your trainer to make alternative
arrangements.
Discuss your solutions to improve team performance and achieve team
goals. During your consultation:
o Discuss the issues, concerns or problems regarding work performed in
Task 2.1-2.3.
o Suggest formal and informal learning opportunities to support the
team and individual team members
Note suggestions from the CEO (the assessor) to implement with
team/individual team members.
Note any information provided by the CEO to be given to team members.
Summarise the content of the meeting (100-150 words) in the space provided
below:
Meeting Summary
Issues, concerns or problems
regarding work performed in
Task 2.1-2.3.
There were issues related to diversity of
employees. As all the employees are
different, it becomes difficult to
understand them and deal with them.
Recommended formal and
informal learning opportunities
to support the team and
individual team members
By providing them training and
motivating them they are handled. Also,
the process of reward and recognition
plays an important role in supporting
them.
Advice from CEO Use formal as well as informal means of
meeting so as to understand the issue
faced by employees.
Communication to team
members (from CEO)
Each and every person should use there
efforts to achieve success.
Task 2.6 Meeting and report regarding performance issues
After your consultation with the CEO, meet with your team to resolve
performance issues as discussed with the CEO and communicate information
from management to your team.
The trainer and assessor will validate that the meeting took place on Marking
Sheet.
Write an email to the CEO (Template 3) about the resolution of team
performance issues:
Describe how you maintained an open communication process between
stakeholders (the CEO, team).
Explain the solutions that were implemented regarding the issues,
concerns or problems discussed with the CEO and further discussed in
your team meeting.
Report back to the CEO about any further issues or problems that have
arisen or any issues that remain unresolved.
The email text should be in grammatically correct English, written in an
appropriate (polite, business-like) style.
(80-150 words)
Template 3 -Email
Email to CEO
To: abc@gmail.com
Cc:
Bcc:
Subject: Solution of issues faced
Date email is sent:
Attachments:
This is to inform you that now there is proper communication in the organisation as
team/individual team members.
Note any information provided by the CEO to be given to team members.
Summarise the content of the meeting (100-150 words) in the space provided
below:
Meeting Summary
Issues, concerns or problems
regarding work performed in
Task 2.1-2.3.
There were issues related to diversity of
employees. As all the employees are
different, it becomes difficult to
understand them and deal with them.
Recommended formal and
informal learning opportunities
to support the team and
individual team members
By providing them training and
motivating them they are handled. Also,
the process of reward and recognition
plays an important role in supporting
them.
Advice from CEO Use formal as well as informal means of
meeting so as to understand the issue
faced by employees.
Communication to team
members (from CEO)
Each and every person should use there
efforts to achieve success.
Task 2.6 Meeting and report regarding performance issues
After your consultation with the CEO, meet with your team to resolve
performance issues as discussed with the CEO and communicate information
from management to your team.
The trainer and assessor will validate that the meeting took place on Marking
Sheet.
Write an email to the CEO (Template 3) about the resolution of team
performance issues:
Describe how you maintained an open communication process between
stakeholders (the CEO, team).
Explain the solutions that were implemented regarding the issues,
concerns or problems discussed with the CEO and further discussed in
your team meeting.
Report back to the CEO about any further issues or problems that have
arisen or any issues that remain unresolved.
The email text should be in grammatically correct English, written in an
appropriate (polite, business-like) style.
(80-150 words)
Template 3 -Email
Email to CEO
To: abc@gmail.com
Cc:
Bcc:
Subject: Solution of issues faced
Date email is sent:
Attachments:
This is to inform you that now there is proper communication in the organisation as
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we have started conducting weekly meetings. By providing them feedback and
understanding their issues the employees are able to develop themselves. I have
tried all the issues and wish the goals and objectives will be attained effectively.
2.Appendix 1 – Scenario
The company
XYZ Pty Ltd, trading as MMI Professional Education, is an Australian boutique
education provider in Melbourne Registered Training Organisation -RTO),
offering VET accredited and non-accredited business courses to corporate
clients and to local clients (domestic students).
MMI was founded in 1998 by brothers Mark and Andrew White, who built the
company to become a quality RTO with major accounts in Melbourne, Sydney,
and Brisbane. Mark Brown sold his shares to his brother Andrew who is the
current chairman of the company.
The education provider is centrally located in Collins Street, Melbourne CBD,
with state-of-the-art facilities:
o Administration and Management Offices (including the main boardroom,
2 meetings rooms and a computer lab with 20 PCs) on Level 45
o 15 Classrooms, kitchenette, client lounge room and a trainers' room on
Level 46
Corporate training is mainly non-accredited and delivered at the clients'
premises around Australia, but it can also be catered for at Collins Street.
Corporate clients include major Bank groups, National Management
Consultancy firms, Manufacturing companies and Government agencies.
Accredited courses are delivered in Collins Street with a combination of face to
face and online training delivery. The accredited courses are the Diploma of
Business and the Diploma of Project Management. MMI has a current
capacity to enrol 500 clients; current enrolment number is 250 clients.
Important note:
o A VET accredited course has been assessed by the Australian Skills
Quality Authority (ASQA) as compliant with the Standards for VET
(Vocational Education and Training) Accredited Courses and the
Australian Qualifications Framework (AQF). Accreditation means that the
course is nationally recognised and that the registered organisation
(RTO) can issue a nationally recognised qualification or Statement of
Attainment (this for single units only).
o Non-accredited courses are business courses that have been highly
customised to meet clients' training needs.
The current organisational structure is as follows:
The Teams are composed as follows:
Board of Directors
o Mr Andrew White - Chairman
o Ms Francis Green - Executive Director
understanding their issues the employees are able to develop themselves. I have
tried all the issues and wish the goals and objectives will be attained effectively.
2.Appendix 1 – Scenario
The company
XYZ Pty Ltd, trading as MMI Professional Education, is an Australian boutique
education provider in Melbourne Registered Training Organisation -RTO),
offering VET accredited and non-accredited business courses to corporate
clients and to local clients (domestic students).
MMI was founded in 1998 by brothers Mark and Andrew White, who built the
company to become a quality RTO with major accounts in Melbourne, Sydney,
and Brisbane. Mark Brown sold his shares to his brother Andrew who is the
current chairman of the company.
The education provider is centrally located in Collins Street, Melbourne CBD,
with state-of-the-art facilities:
o Administration and Management Offices (including the main boardroom,
2 meetings rooms and a computer lab with 20 PCs) on Level 45
o 15 Classrooms, kitchenette, client lounge room and a trainers' room on
Level 46
Corporate training is mainly non-accredited and delivered at the clients'
premises around Australia, but it can also be catered for at Collins Street.
Corporate clients include major Bank groups, National Management
Consultancy firms, Manufacturing companies and Government agencies.
Accredited courses are delivered in Collins Street with a combination of face to
face and online training delivery. The accredited courses are the Diploma of
Business and the Diploma of Project Management. MMI has a current
capacity to enrol 500 clients; current enrolment number is 250 clients.
Important note:
o A VET accredited course has been assessed by the Australian Skills
Quality Authority (ASQA) as compliant with the Standards for VET
(Vocational Education and Training) Accredited Courses and the
Australian Qualifications Framework (AQF). Accreditation means that the
course is nationally recognised and that the registered organisation
(RTO) can issue a nationally recognised qualification or Statement of
Attainment (this for single units only).
o Non-accredited courses are business courses that have been highly
customised to meet clients' training needs.
The current organisational structure is as follows:
The Teams are composed as follows:
Board of Directors
o Mr Andrew White - Chairman
o Ms Francis Green - Executive Director
o Mr Eli Brown – Non-executive Director
o Ms Josephine Magenta – Non- executive Director
o Ms Deborah Red – CEO
o Mr Leonard Black - CFO
Finance Department: CFO and 2 x financial officers (full-time)
Summary of duties: account receivable, account payable; invoicing; payroll;
financial record keeping and reporting; taxes/fees
Marketing Team: Manager (full time) and 1 x marketing officer (part-
time)
Summary of duties: promotion; design of marketing collaterals for events;
social media; market research; public relations
HR Team: HR Manager and 2 x admin officers (part-time):
Summary of duties: Recruitment; Induction and training; performance
management support; employee relations; safety; compensation and
benefits
Client Services: Client Service Manager and 2 x receptionists; 4x client
service officers, 1 x team leader, 1 x maintenance officer
Summary of duties:
o front of office and back of office customer service activities (to include
reception and response to enquiries)
o support to academic staff
o client admin: client admission, enrolment, enrolment variations,
pastoral care, completion
o building maintenance: 1x maintenance officer
Academic Services: Academic Manager and 5 contract business
trainers for corporate training; 4 full time (ongoing) business trainers for
accredited training
Summary of duties: accredited and non-accredited training and
assessment; learning material and assessment development and
validation; support with compliance monitoring; pastoral care.
IT services: outsourced to an external company
Summary of duties: network service; database administration (inventory
and staff files); maintenance and update of communication system
including CRM (Customer Relationship management system); data
management and security.
Note: in loco computer maintenance is performed by the maintenance officer
who has some IT knowledge
Company Ownership structure
The company structure is a Pty Ltd:
Chairman Andrew White holds 51% of the shares
40% of the shares are held by an external corporation since late 2017, as
a silent business partner
The remaining 9% is owned by other members of the Brown's family
Vision
Our vision is to develop outstanding individuals through quality business
training that encompasses personal and professional growth.
Mission
o We create successful careers in business to advance business growth
and to positively impact on the broader community.
o We strive to provide exceptional business training that focuses on quality
of teaching, practical learning, and successful outcomes
o Ms Josephine Magenta – Non- executive Director
o Ms Deborah Red – CEO
o Mr Leonard Black - CFO
Finance Department: CFO and 2 x financial officers (full-time)
Summary of duties: account receivable, account payable; invoicing; payroll;
financial record keeping and reporting; taxes/fees
Marketing Team: Manager (full time) and 1 x marketing officer (part-
time)
Summary of duties: promotion; design of marketing collaterals for events;
social media; market research; public relations
HR Team: HR Manager and 2 x admin officers (part-time):
Summary of duties: Recruitment; Induction and training; performance
management support; employee relations; safety; compensation and
benefits
Client Services: Client Service Manager and 2 x receptionists; 4x client
service officers, 1 x team leader, 1 x maintenance officer
Summary of duties:
o front of office and back of office customer service activities (to include
reception and response to enquiries)
o support to academic staff
o client admin: client admission, enrolment, enrolment variations,
pastoral care, completion
o building maintenance: 1x maintenance officer
Academic Services: Academic Manager and 5 contract business
trainers for corporate training; 4 full time (ongoing) business trainers for
accredited training
Summary of duties: accredited and non-accredited training and
assessment; learning material and assessment development and
validation; support with compliance monitoring; pastoral care.
IT services: outsourced to an external company
Summary of duties: network service; database administration (inventory
and staff files); maintenance and update of communication system
including CRM (Customer Relationship management system); data
management and security.
Note: in loco computer maintenance is performed by the maintenance officer
who has some IT knowledge
Company Ownership structure
The company structure is a Pty Ltd:
Chairman Andrew White holds 51% of the shares
40% of the shares are held by an external corporation since late 2017, as
a silent business partner
The remaining 9% is owned by other members of the Brown's family
Vision
Our vision is to develop outstanding individuals through quality business
training that encompasses personal and professional growth.
Mission
o We create successful careers in business to advance business growth
and to positively impact on the broader community.
o We strive to provide exceptional business training that focuses on quality
of teaching, practical learning, and successful outcomes
Values
Our core values are:
Quality
Integrity
Accountability
Respect for diversity
Innovation
MMI quality standards
Australian Skills Quality Authority (ASQA) standards
ISO9001 – Quality Management Systems
ISO 27001 Information Security
ISO 31000 Risk Management
Australian Business Excellence Framework
MMI – Boards' of Director expectation
Quality of practices
Innovative solutions for business growth based on hard data and
extensive research
Build an innovative and agile company that can respond to the
challenges of an ever-changing business environment
Become market leader
Increase value for shareholders and clients
Industry, market, and strategic business direction
MMI Professional Education is a Registered Training Provider (RTO) based in
Melbourne, Australia, that offers business accredited and non-accredited
courses to corporate clients and local clients.
Strategic Objectives:
To expand the basis of the operation to Sydney, where the company has
experienced a high increase in demand for corporate training
To increase revenue by 10% annually for the next 3 years
To increase profits by 10% annually for the next 3 years
To position the company as a leader for quality business education in
Australia within the next three years
To expand the course offering by adding new qualifications to the scope
of registration: the Diploma of Leadership and Management and the
Advanced Diploma of Program Management
To increase the base of local clients attending accredited courses
To implement sustainability to work practices: social, financial, and
environmental
To expand the offering to international students by repackaging
accredited business courses to add an internship component during the
course
Current positioning
MMI enjoys a good reputation in the industry as a quality provider of
business courses for corporate clients
Courses are marketed as hands-on, with trainers that currently work in
the industry, providing current and cutting-edge skills to business
professionals
MMI currently holds 15% of the corporate business training in Australia
MMI does not currently deliver business courses to international clients
MMI does not currently deliver courses overseas
The company is financially stable and sustainable
Our core values are:
Quality
Integrity
Accountability
Respect for diversity
Innovation
MMI quality standards
Australian Skills Quality Authority (ASQA) standards
ISO9001 – Quality Management Systems
ISO 27001 Information Security
ISO 31000 Risk Management
Australian Business Excellence Framework
MMI – Boards' of Director expectation
Quality of practices
Innovative solutions for business growth based on hard data and
extensive research
Build an innovative and agile company that can respond to the
challenges of an ever-changing business environment
Become market leader
Increase value for shareholders and clients
Industry, market, and strategic business direction
MMI Professional Education is a Registered Training Provider (RTO) based in
Melbourne, Australia, that offers business accredited and non-accredited
courses to corporate clients and local clients.
Strategic Objectives:
To expand the basis of the operation to Sydney, where the company has
experienced a high increase in demand for corporate training
To increase revenue by 10% annually for the next 3 years
To increase profits by 10% annually for the next 3 years
To position the company as a leader for quality business education in
Australia within the next three years
To expand the course offering by adding new qualifications to the scope
of registration: the Diploma of Leadership and Management and the
Advanced Diploma of Program Management
To increase the base of local clients attending accredited courses
To implement sustainability to work practices: social, financial, and
environmental
To expand the offering to international students by repackaging
accredited business courses to add an internship component during the
course
Current positioning
MMI enjoys a good reputation in the industry as a quality provider of
business courses for corporate clients
Courses are marketed as hands-on, with trainers that currently work in
the industry, providing current and cutting-edge skills to business
professionals
MMI currently holds 15% of the corporate business training in Australia
MMI does not currently deliver business courses to international clients
MMI does not currently deliver courses overseas
The company is financially stable and sustainable
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Operational overview
State of the art facility in Melbourne to be replicated in Sydney
Systems in use:
o Student Management System (MMI system)
o Learning Management System (Moodle)
o Accounting Management System (MYOB) – does not interface with MMI
system
o Share drive
o Share points
o Zoom
o Project Management Application for remote teamwork (trainers):
Wrike
Trainers work both on-site in Melbourne and around Australia
Senior management to stay in Melbourne: campus director and team
leaders to be employed to manage and supervise Sydney's operations
Staff to be employed for the Sydney Campus
Administrative tasks such as enrolments will be undertaken by
Melbourne's campus
Virtual teamwork practices to be implemented between Melbourne and
Sydney
Website tailored to international students to be developed
Develop and implement sustainability policy and practices across the
organisation, and sustainability has not been on the top five priorities of
the company so far
All trainers are based in Melbourne; this impacts financial costs when
moving trainers to other Australian capitals to conduct corporate training.
Trainers who deliver corporate training receive a generous daily
allowance when outside Melbourne ($250/day); all travel and
accommodation expenses are paid for by MMI. This generous package
impacts an average of 20% on the profit margin for each corporate
course that is sold
Organisational culture
The organisational culture experienced at MMI is a mix of market and hierarchy
culture.
The Market Culture: This culture is built upon the dynamics of
competition and achieving concrete results. The focus is goal-oriented,
with leaders who are tough and demanding. The organisation is united by
a common goal to succeed and beat all rivals. The main value drivers are
market share and profitability.
The Hierarchy Culture: This culture is founded on structure and control.
The work environment is formal, with strict institutional procedures in
place for guidance. Leadership is based on organised coordination and
monitoring, with a culture emphasising efficiency and predictability. The
values include consistency and uniformity.
(Source: https://popinnow.com/four-types-organizational-culture/ )
The organisation is top-heavy, and there are concerns that this may not
suit the strategic objectives for growth and the opening of a second
campus in Sydney.
The Board of Directors is invested in the change process; however,
intervention is needed to bring departmental managers and teams on
board.
State of the art facility in Melbourne to be replicated in Sydney
Systems in use:
o Student Management System (MMI system)
o Learning Management System (Moodle)
o Accounting Management System (MYOB) – does not interface with MMI
system
o Share drive
o Share points
o Zoom
o Project Management Application for remote teamwork (trainers):
Wrike
Trainers work both on-site in Melbourne and around Australia
Senior management to stay in Melbourne: campus director and team
leaders to be employed to manage and supervise Sydney's operations
Staff to be employed for the Sydney Campus
Administrative tasks such as enrolments will be undertaken by
Melbourne's campus
Virtual teamwork practices to be implemented between Melbourne and
Sydney
Website tailored to international students to be developed
Develop and implement sustainability policy and practices across the
organisation, and sustainability has not been on the top five priorities of
the company so far
All trainers are based in Melbourne; this impacts financial costs when
moving trainers to other Australian capitals to conduct corporate training.
Trainers who deliver corporate training receive a generous daily
allowance when outside Melbourne ($250/day); all travel and
accommodation expenses are paid for by MMI. This generous package
impacts an average of 20% on the profit margin for each corporate
course that is sold
Organisational culture
The organisational culture experienced at MMI is a mix of market and hierarchy
culture.
The Market Culture: This culture is built upon the dynamics of
competition and achieving concrete results. The focus is goal-oriented,
with leaders who are tough and demanding. The organisation is united by
a common goal to succeed and beat all rivals. The main value drivers are
market share and profitability.
The Hierarchy Culture: This culture is founded on structure and control.
The work environment is formal, with strict institutional procedures in
place for guidance. Leadership is based on organised coordination and
monitoring, with a culture emphasising efficiency and predictability. The
values include consistency and uniformity.
(Source: https://popinnow.com/four-types-organizational-culture/ )
The organisation is top-heavy, and there are concerns that this may not
suit the strategic objectives for growth and the opening of a second
campus in Sydney.
The Board of Directors is invested in the change process; however,
intervention is needed to bring departmental managers and teams on
board.
It is recommended that an organisational culture more suitable for
innovation, sustainability, agility, and progressive growth is developed
and implemented.
Operational issues
The following operational issues have been identified internally:
The increased number of complaints due to lack of cultural sensibility of
trainers and client service personnel when dealing with students from the
non-Australian background (15% increase in the last 6 months alone)
All trainers are based in Melbourne; this impacts financial costs when
moving trainers to other Australian capitals to conduct corporate training.
Trainers who deliver corporate training receive a generous daily
allowance when outside Melbourne ($250/day); all travel and
accommodation expenses are paid for by MMI. This generous package
impacts an average of 20% on the profit margin for each corporate
course that is sold
An increasing number of Melbourne's enrolments projected student
population to rise from 205 to 450 by mid-2021. Current facilities are not
sufficient to accommodate the increase in numbers (current facilities can
accommodate max 350 students)
Delays in achieving marketing objectives due to the composition of the
team (2 part-timers and one contractor) that cannot sustain the
increased amount of marketing tasks (corporate events to enhance
networking and identify potential corporate clients have increased by
30% in the past 6 months)
A new student management system has been developed in-house. The
system was recommended by the Client Services and the Academic
Managers for the seamless integration of the student management and
the learning management system. However, the two managers failed to
perform due diligence, and they did not consider that the new system
does not interface with the finance management system. This will cause
operational disruptions to the workflow as finance records (mainly
revenues) will have to be manually inputted based on the new system's
reports on enrolment.
Covid19 has decreased sales by 20%, the company has managed to
deliver existing courses and still maintain a reasonable margin of new
enrolments online
Marketing
MMI has not heavily invested in marketing activities, relying mainly on word
of mouth.
The company has a website:
o Old fashioned look, quite austere
o Not responsive
o In the mobile version, after you have clicked in a few pages, the
navigation becomes daunting
o Heavy use of text
o Infrequent updates
Social Media: there is a FB page that is rarely updated, the LinkedIn Page is
not in use
Print advertisement: Industry magazine
Referrals: education agents are paid 15% commission for referring students
innovation, sustainability, agility, and progressive growth is developed
and implemented.
Operational issues
The following operational issues have been identified internally:
The increased number of complaints due to lack of cultural sensibility of
trainers and client service personnel when dealing with students from the
non-Australian background (15% increase in the last 6 months alone)
All trainers are based in Melbourne; this impacts financial costs when
moving trainers to other Australian capitals to conduct corporate training.
Trainers who deliver corporate training receive a generous daily
allowance when outside Melbourne ($250/day); all travel and
accommodation expenses are paid for by MMI. This generous package
impacts an average of 20% on the profit margin for each corporate
course that is sold
An increasing number of Melbourne's enrolments projected student
population to rise from 205 to 450 by mid-2021. Current facilities are not
sufficient to accommodate the increase in numbers (current facilities can
accommodate max 350 students)
Delays in achieving marketing objectives due to the composition of the
team (2 part-timers and one contractor) that cannot sustain the
increased amount of marketing tasks (corporate events to enhance
networking and identify potential corporate clients have increased by
30% in the past 6 months)
A new student management system has been developed in-house. The
system was recommended by the Client Services and the Academic
Managers for the seamless integration of the student management and
the learning management system. However, the two managers failed to
perform due diligence, and they did not consider that the new system
does not interface with the finance management system. This will cause
operational disruptions to the workflow as finance records (mainly
revenues) will have to be manually inputted based on the new system's
reports on enrolment.
Covid19 has decreased sales by 20%, the company has managed to
deliver existing courses and still maintain a reasonable margin of new
enrolments online
Marketing
MMI has not heavily invested in marketing activities, relying mainly on word
of mouth.
The company has a website:
o Old fashioned look, quite austere
o Not responsive
o In the mobile version, after you have clicked in a few pages, the
navigation becomes daunting
o Heavy use of text
o Infrequent updates
Social Media: there is a FB page that is rarely updated, the LinkedIn Page is
not in use
Print advertisement: Industry magazine
Referrals: education agents are paid 15% commission for referring students
Discounts: twice/year MMI offers 10% for new enrolments to attract more
students
Yearly marketing budget: $75,000
The marketing team is small and not experienced in digital and social media
marketing
Pricing
Product Target Market Price
Corporate Training
Topics:
Operational
Management
Leadership
Project Management
Emotional Intelligence
Change Management
Management
Individuals looking for
upskilling to advance
their career
Face to Face classroom
(average of 10
participants) $
2,000/participant
Online $ 800/participant
Individual coaching $
150/hour
Diploma of Business Domestic students Blended learning:
$ 4,000/student
Diploma of Project
Management
Domestic students Blended learning:
$ 6,000/student
Workforce Overview
The following has been reported:
Turnover rates are high in the academic department (30% yearly) due to
some of the roles' contractual nature. Ongoing training staff is steady;
however, there is a need to invest more in their professional
development to keep industry currency when teaching.
Need for a succession plan for management roles
Gender unbalanced
Recruitment is done externally, few opportunities for advancement are
offered to existing staff
A recent staff survey outlined the following:
o Lack of opportunities for advancement
o Top-heavy management
o Silo mentality
o Not enough room for innovation and improvement
o Lack of well-defined sustainability policy
o Diversity policy is very generic
HR practices are mainly focused on administrative duties. The Board
of Directors has identified the need to embrace HR practices as an
essential strategic tool for business advancement.
Training on HR practice is required for management
Staff lament a lack of communication from the top
Sense of working in silos
Remuneration (average) for each role is as followed:
Board of Director – 25-50 k/year
CEO – 250 k/year
CFO – 180 k/year
Managers – 120k/year
Receptionist $ 52k/year
students
Yearly marketing budget: $75,000
The marketing team is small and not experienced in digital and social media
marketing
Pricing
Product Target Market Price
Corporate Training
Topics:
Operational
Management
Leadership
Project Management
Emotional Intelligence
Change Management
Management
Individuals looking for
upskilling to advance
their career
Face to Face classroom
(average of 10
participants) $
2,000/participant
Online $ 800/participant
Individual coaching $
150/hour
Diploma of Business Domestic students Blended learning:
$ 4,000/student
Diploma of Project
Management
Domestic students Blended learning:
$ 6,000/student
Workforce Overview
The following has been reported:
Turnover rates are high in the academic department (30% yearly) due to
some of the roles' contractual nature. Ongoing training staff is steady;
however, there is a need to invest more in their professional
development to keep industry currency when teaching.
Need for a succession plan for management roles
Gender unbalanced
Recruitment is done externally, few opportunities for advancement are
offered to existing staff
A recent staff survey outlined the following:
o Lack of opportunities for advancement
o Top-heavy management
o Silo mentality
o Not enough room for innovation and improvement
o Lack of well-defined sustainability policy
o Diversity policy is very generic
HR practices are mainly focused on administrative duties. The Board
of Directors has identified the need to embrace HR practices as an
essential strategic tool for business advancement.
Training on HR practice is required for management
Staff lament a lack of communication from the top
Sense of working in silos
Remuneration (average) for each role is as followed:
Board of Director – 25-50 k/year
CEO – 250 k/year
CFO – 180 k/year
Managers – 120k/year
Receptionist $ 52k/year
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Officers (including team members in the Marketing dept) $ 65k/year
Team Leader $ 78k/year
Trainer (ongoing) $ 85k/year
Trainer (contractor): $ 80/hour. Trainers who deliver corporate training
receive a generous daily allowance when outside Melbourne ($250/day),
all travel and accommodation expenses are paid for by MMI.
Note:
The above remuneration must be considered pro-rata for part-time staff.
Superannuation is excluded and should be added at 10% to employee's
ordinary earnings
Superannuation is paid to contractors (business trainers)
Team Leader $ 78k/year
Trainer (ongoing) $ 85k/year
Trainer (contractor): $ 80/hour. Trainers who deliver corporate training
receive a generous daily allowance when outside Melbourne ($250/day),
all travel and accommodation expenses are paid for by MMI.
Note:
The above remuneration must be considered pro-rata for part-time staff.
Superannuation is excluded and should be added at 10% to employee's
ordinary earnings
Superannuation is paid to contractors (business trainers)
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