BSBHRM513 - Manage Workforce Planning: Assessment Workbook Tasks

This document is a comprehensive assessment workbook for the BSBHRM513 unit, focusing on managing workforce planning. It outlines the assessment process, instructions for students, and guidelines for assessors. The workbook includes five assessment tasks: a research project analyzing an organization's workforce needs, a project establishing objectives and strategies, a project completing a workforce plan, a project developing a succession plan, and a written test with short answer questions. The assessment covers various aspects such as reviewing data, assessing factors, developing objectives, implementing initiatives, and monitoring trends. The document also provides details on assessment outcomes, competency achievement, and the rules of evidence, ensuring a thorough understanding of the unit's requirements and assessment criteria. The assessments are designed to evaluate the candidate's ability to research workforce requirements, develop objectives and strategies, implement initiatives, and monitor and evaluate workforce trends within an organization. This document is designed to provide students with the necessary information and resources to successfully complete the assessment and demonstrate competency in workforce planning.

BSBHRM513 Manage workforce
planning
BSBHRM513
Manage workforce planning
Learner Assessment Workbook
Document Name: BSBHRM513 Manage workforce planning Learner
Assessment Workbook
Version: 2
Responsibility: Program Coordinator
Page 1 of 46
Date Created: Sept 2015
To be Reviewed: September
2018

BSBHRM513 Manage workforce
planning
INFORMATION REGARDING THIS ASSESSMENT TOOL
1. General Information
2. Instructions for Students
3. Instruction for Assessors
4Unit Outline
5. Assessments
6. Student Declaration
1. General Information about this Assessment Workbook
Development of this Assessment Tool
A Training and Assessment Strategyhas been developed for the qualification that contains
this unit. This Training and Assessment Strategy outlines the delivery and assessment
methodology to ensure consistency with our scope and requirements under NVR regulations
and legislations. Furthermore all assessments are written in line with the assessment
guidelines of the relevant training package.
A professional approach is applied to ensure that these assessment resources are current,
valid, fair and flexible assessment tools that accurately relate to the elements and
performance criteria to meet competency standards.
This Assessment Tool has been reviewed to ensure it meets with the unit of competency
evidence requirements.
All resources comply with the appropriate training packages, released on www.training.gov.au
To ensure they are kept current and fair they undergo several types of formal validation
processes. These include:
 Industry validation of our programs via an Industry Consultation committee
 Industry validation of our assessment tools via an Industry Consultation committee
 Trainer/ Assessor validations as scheduled in our programs register
 Feedback from our clients and students is also encouraged to maintain currency and
reflect any changes within the industry.
General information about Assessment
There is a combination of formative and summative approaches to assessment designed for a
learning environment that enables simulation in workplace environments or employment
seeking activities when required. The timeframe for assessment is outlined in each Training
Program Outline that is issued and discussed at enrolment; and each student must complete
the ‘Student Declaration’ to verify both their understanding of the unit assessment
requirements and their readiness to proceed with the assessment process.
Assessment needs to include the full expression of competency which includes assessment
of knowledge, understanding, application and performance reliability.
Formative/Summative definitions:
Document Name: BSBHRM513 Manage workforce planning Learner
Assessment Workbook
Version: 2
Responsibility: Program Coordinator
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Date Created: Sept 2015
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2018

BSBHRM513 Manage workforce
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Formative Assessment: Provides feedback to both trainer and student about progress both
of the course program and the individual. It does not necessarily contribute to formal
outcomes, e.g. certification.
Summative Assessment: Summative assessment is by contrast a high value function that
evaluates against a standard; it does contribute to formal outcomes.
Resources needed for the assessment
The assessments are designed for general classroom delivery with access to:
 A relevant simulated environment for the purposes of practical demonstration
 Business technology and organisational processes where required - a computer with
access to the internet, an email function and a word processing application will
generally be provided for the completion of all assessments as required.
Assessment process overview
When you have completed all Assessments, and you have (if required) made a copy of your
completed Assessments; it is time to submit the completed Assessment Workbook to your
Assessor. Your Assessor will provide you with feedback, whether this is verbal or written
responses, and a judgment of competency will be made.
Reasonable Adjustment
Students must apply for special consideration and make reasonable adjustment to
assessment, as appropriate. Information regarding reasonable adjustment can be found in
both the relevant program Training and Assessment Strategy (TAS)
Reassessment Process
Incomplete Assessments will result in Assessment Workbook being handed back to the
student and marking of the respective Assessment(s) will not commence until the
Assessment is completed. If there is a Not Satisfactory assessment outcome, the Assessor
will discuss and provide feedback to the student on the area/s for improvement and confirm
further requirements. At this time a mutually agreed future date for re-assessment will be set.
Reassessment Process:
 Each student is entitled to 2 assessment attempts at no additional cost
 Each re-assessment attempt must be completed within a 48-96 hour maximum
timeframe from the previous attempt.
 Trainer/Assessor will provide direction to the student on the further learning required
for next assessment attempt.
 Assessor may apply reasonable adjustment to the subsequent assessment attempts
if required
 These 2 assessment attempts should be across a maximum period of 2 weeks
 At the end of the second unsuccessful assessment attempt, a formal student/trainer
counseling session will occur, to discuss the student’s suitability to the learning
program or fees for re-assessment may apply
Document Name: BSBHRM513 Manage workforce planning Learner
Assessment Workbook
Version: 2
Responsibility: Program Coordinator
Page 3 of 46
Date Created: Sept 2015
To be Reviewed: September
2018

BSBHRM513 Manage workforce
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2. Instructions to Students
How you will be assessed / able to demonstrate competency for this unit
To demonstrate competence in this unit you must satisfactorily meet the requirements of this
Assessment Workbook.
The Assessment Workbook represents 1 (one) complete record of evidence. The Assessment
Workbook consists of several different Assessments that may include further pieces of
evidence to be developed by the student. Each Assessment is reviewed by an Assessor and
an outcome determined for each completed Assessment submission.
Assessment Instructions for BSBHRM513 Manage workforce
planning
Five Assessment Tasks in this workbook must be completed for competency
to be achieved in the unit
Assessment 1- Research Project This assessment requires the candidate to consult with
and analyse an organisation to determine workforce
planning needs. Review current data on staff turnover
and demographics. Assess factors that may affect
workforce supply and establish the organisation's
requirements for a skilled and diverse workforce
Assessment 2 – Research Project Establish objectives and strategies to meet
organisational workforce plans. Obtain agreement and
endorsement for objectives.
Assessment-3- Research Project Candidates are required to complete a workforce plan for
the organisationanalysed in Assessment Tasks 1 and 2.
Assessment 4 – Research Project Based on the information gathered in Assessment Tasks
1, 2 and 3, develop a succession plan identifying high
potential/promotable employees and document the
strategies which you would implement to develop and
retain them. Identify strategies for attracting external
candidates and monitor & evaluate workforce trends.
Assessment 5 – Written Questions The test will be of 60 minutes (Maximum) duration and
comprises of short answers questions.
This is an open book test, reference papers, notes,
student workbook, past assignments can be used.
You will need to be deemed satisfactory in all the given
assessments to be competent in this unit
Rules for Completing Assessments
This Assessment Workbook must be completed in Black or Blue pen. White out must not be
used. If you need to amend written information cross it out and rewrite the correct
information. Additional sheets maybe attached if required.
Assessment Length
Where space/lines have been provided for responding to an Assessment you should not see
the size of the space provided as a guide to the length of your answer.
Document Name: BSBHRM513 Manage workforce planning Learner
Assessment Workbook
Version: 2
Responsibility: Program Coordinator
Page 4 of 46
Date Created: Sept 2015
To be Reviewed: September
2018

BSBHRM513 Manage workforce
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If you require extra room for a response, attach a separate page to this Assessment
Workbook with the following points included – your name, date the response/s were made,
the unit code and Assessment clearly indicated.
How are the Outcomes for Assessments Assessed?
Each Assessment within this Assessment Workbook will be given an outcome of either
Satisfactory or Not satisfactory. What does this mean?
Satisfactory Outcome:
 The Assessor has reviewed the Assessment Workbook against the requirements of
the Assessment and is satisfied that all requirements have been met.
Not Satisfactory Outcome:
 The Assessor has reviewed the Assessment Workbook against the requirements of
the Assessment and is not satisfied that all requirements have been met.
If you receive a Not Satisfactory outcome you will be given an opportunity to discuss and
review with your Assessor the area/s for improvement and resubmit the individual
Assessment as per Assessor’s instructions.
If you receive a Satisfactory outcome for the individual Assessment, then this outcome forms
one part of the requirement used to form a final judgement of competency for this unit.
How is Competency Achieved?
Competency is achieved when you have (4) four satisfactorily completed Assessments within
this Assessment Workbook. The Assessor, understanding the rules of evidence, is also able
to make a determination of competency for you the individual student factoring the need for
reasonable adjustment as required.
Student Please Note:
 There is zero tolerance for cheating and plagiarism
 If you the student are found to have cheated on any forms of assessment, including
plagiarism of another’s work, you will be required to re-sit an alternative assessment
under the supervision of an assessor to confirm competence in this unit.
 You must satisfy the requirements for competency within this
Assessment Workbook to achieve a competency outcome.
You can make and keep copies of all work that you submit. (Optional)
Evidence provided by you is retained for our records and not returned to you.
3. Instruction for Assessors
Evidence Gathering/Collection required
Assessment of a Unit of Competency is based on the review of the Assessments contained
within this Assessment Workbook. This Assessment Workbook has been mapped to cover
the specifics of the Unit of Competency as per the contents of the Training Package and
includes:
 Performance Evidence
 Knowledge Evidence
 Assessment Conditions
Document Name: BSBHRM513 Manage workforce planning Learner
Assessment Workbook
Version: 2
Responsibility: Program Coordinator
Page 5 of 46
Date Created: Sept 2015
To be Reviewed: September
2018

BSBHRM513 Manage workforce
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It is also essential that assessment is conducted with the rules of evidence as a primary
focus:
 Authentic
 Valid
 Current
 Sufficient
How to make a judgement of competency using the Assessments
Competency is achieved when you have a combination of (4) four satisfactorily completed
Assessments within this Assessment Workbook. The Assessor, understanding the rules of
evidence, is also able to make a determination of competency for you the individual student
factoring the need for reasonable adjustment as required.
Unit Overview
Application
This unit describes the skills and knowledge required to manage planning in relation to an
organisation's workforce including researching requirements, developing objectives and
strategies, implementing initiatives and monitoring and evaluating trends.
It applies to individuals who are human resource managers or staff members with a role in a
policy or planning unit that focuses on workforce planning.
No licensing, legislative or certification requirements apply to this unit at
the time of publication.
Element Elements describe the
essential outcomes
Performance Criteria Performance criteriaDescribe the performance
needed to demonstrate achievement of the element.
1 Research workforce requirements 1.1 Review current data on staff turnover and demographics
1.2 Assess factors that may affect workforce supply
1.3 Establish the organisation's requirements for a skilled and diverse workforce
2 Develop workforce objectives and
strategies
2.1 Review organisational strategy and establish aligned objectives for modification or
retention of the workforce
2.2 Consider strategies to address unacceptable staff turnover, if required
2.3 Define objectives to retain required skilled labour
2.4 Define objectives for workforce diversity and cross-cultural management
2.5 Define strategies to source skilled labour
2.6 Communicate objectives and rationale to relevant stakeholders
2.7 Obtain agreement and endorsement for objectives and establish targets
2.8 Develop contingency plans to cope with extreme situations
3 Implement initiatives to support
workforce planning objectives
3.1 Implement action to support agreed objectives for recruitment, training, redeployment
and redundancy
3.2 Develop and implement strategies to assist workforce to deal with organisational
change
3.3 Develop and implement strategies to assist in meeting the organisation's workforce
diversity goals
3.4 Implement succession planning system to ensure desirable workers are developed
and retained
3.5 Implement programs to ensure workplace is an employer of choice
4 Monitor and evaluate workforce trends 4.1 Review workforce plan against patterns in exiting employee and workforce changes
4.2 Monitor labour supply trends for areas of over- or under-supply in the external
environment
4.3 Monitor effects of labour trends on demand for labour
4.4 Survey organisational climate to gauge worker satisfaction
4.5 Refine objectives and strategies in response to internal and external changes and
make recommendations in response to global trends and incidents
4.6 Regularly review government policy on labour demand and supply
4.7 Evaluate effectiveness of change processes against agreed objectives
Foundation Skills
Document Name: BSBHRM513 Manage workforce planning Learner
Assessment Workbook
Version: 2
Responsibility: Program Coordinator
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BSBHRM513 Manage workforce
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This section describes language, literacy, numeracy and employment skills
incorporated in the performance criteria that are required for competent performance.
Skill Performance
Criteria
Description
Reading 1.1-1.3, 2.1-2.4, 3.1 Evaluates and comprehends textual information from a range of sources and
draws own conclusions
Writing 1.1-1.3, 2.5, 3.1, 3.4,
3.5
Integrates information from a number of sources to develop material that
supports purposes of documentation using suitable grammatical structure and clear,
logical language
Oral Communication 2.5, 3.4 Presents opinions, ideas and organisational requirements clearly and
creatively using language and presentation techniques appropriate to audience and
environment
Elicits views and opinions of others by listening and questioning
Numeracy 2.3, 2.4, 3.3 Evaluates financial and marketing data using whole numbers, decimals and
percentages to make accurate calculations
Navigate the world of
work
2.1 Recognises and follows explicit and implicit organisational protocols and
meets expectations associated with own role
Interact with others 2.5, 3.4 Selects appropriate form, channel and mode of communication for a specific
purpose relevant to own role
Get the work done 1.1-1.3, 2.1-2.4, 3.1,
3.2, 3.3, 3.4
Develops plans to manage relatively complex tasks with an awareness of
how they may contribute to longer-term operational and strategic goals
Makes decisions by systematically analysing information, identifying and
evaluating options against set criteria, and choosing most appropriate option
Evaluates outcomes of decisions to identify opportunities for improvement
Develops new and innovative ideas through exploration, analysis and critical
thinking
Performance Evidence
Evidence of the ability to:
 review and interpret information from a range of internal and external sources to
identify:
 current staff turnover and demographics
 labour supply trends factors that may affect workforce supply
 organisation's workforce requirements objectives and strategies
 manage workforce planning including developing, implementing, monitoring and
reviewing strategies to meet workforce needs
 review relevant trends and supply and demand factors that will impact on an
organisation's workforce
 develop a workforce plan that includes relevant research and specific strategies to
ensure access to a skilled and diverse workforce.
Note: If a specific volume or frequency is not stated, then evidence must be provided at least
once.
Knowledge Evidence
To complete the unit requirements safely and effectively, the individual must:
 explain current information about external labour supply relevant to the specific
industry or skill requirements of the organisation
 outline industrial relations relevant to the specific industry
 describe labour force analysis and forecasting techniques.
Assessment Conditions
Assessment must be conducted in a safe environment where evidence gathered
demonstrates consistent performance of typical activities experienced in the business
development – marketing field of work and include access to:
 relevant legislation, regulations, standards and codes
 relevant workplace documentation and resources
 organisational strategic and marketing plans
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Assessment Workbook
Version: 2
Responsibility: Program Coordinator
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Date Created: Sept 2015
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BSBHRM513 Manage workforce
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 case studies and, where possible, real situations.
Document Name: BSBHRM513 Manage workforce planning Learner
Assessment Workbook
Version: 2
Responsibility: Program Coordinator
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Date Created: Sept 2015
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2018

BSBHRM513 Manage workforce
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Assessment One – Research Project
Analyse the workforce
Submission details
Candidate’s Name Student
ID
Assessor’s Name Due date
Unit Commencement
date
The Assessment Task is due on the date specified by your assessor. Any
variations to this arrangement must be approved in writing by your assessor.
Submit this document with any required evidence attached. See specifications
below for details.
Performance objective
To complete an analysis of workforce planning needs for an organisation.
Assessment description
This assessment requires the candidate to consult with and analyse an
organisation to determine workforce planning needs. Review current data on staff
turnover and demographics. Assess factors that may affect workforce supply and
establish the organisation'srequirements for a skilled and diverse workforce
Procedure
1. Identify the organisation:
a. make arrangements to complete this project within your own
organisation with appropriate personnel OR
b. contact an organisation and obtain permission from the appropriate
personnel to complete this project.
2. Using the questions in Appendix 1 as a guide, analyse the workforce in relation
to business plans and develop a report summarising your findings.
3. Consult with appropriate personnel within the organisation as required to
complete an analysis.
4. Conduct research as required to complete the analysis.
Specifications
You must provide:
 submit a completed analysis report
 submitted as a Word or Excel document.
 Your assessor will be looking for
 evidence of consultation with industry
 the inclusion of names and positions of all people consulted and a brief
description of the nature of the consultation.
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Assessment Workbook
Version: 2
Responsibility: Program Coordinator
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Date Created: Sept 2015
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2018

BSBHRM513 Manage workforce
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 evidence of research supported by referencing where required.
 established organisational plans and objectives with a determined time
frame
 sourced information relating to current trends or other factors affecting the
industry:
o the impact of legislation or proposed changes to legislation
o economic factors within the business
o changes in labour market
o economic conditions
o changes to technology.
 analysis of internal labour statistics:
o turnover
o staff mix
o Skill Sets
o labour arrangements (contractors/permanent staff)
o current attributes and competencies.
 analysis of external labour market:
o trends in the external labour market
o availability of labour with required skills
o desirability of current labour force to the external market
o sources of labour
o impact of external labour market forces on the organisation's needs.
Document Name: BSBHRM513 Manage workforce planning Learner
Assessment Workbook
Version: 2
Responsibility: Program Coordinator
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Date Created: Sept 2015
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2018

BSBHRM513 Manage workforce
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Appendix 1 – Analyse the workforce
Part 1: Workforce objectives/general
 Where is the organisation going in the next three to five years?
 What are the workload drivers for the organisation?
 Will projects or projected services/directions impact on the business?
 What are the organisation’s current and future business, work functions
and activities?
 What are the required workforce composition and competencies?
 What are the anticipated changes over the planning period?
 What does the current and future labour market look like (regarding the
availability of certain occupations and the people necessary to fill them)?
 What are the organisation's requirements and policies relating to diversity?
 How is technology expected to change and how will these changes
influence the type & number of jobs available and the skills & education
needed for these jobs?
 What is the impact of current or future government regulations (such as
affirmative action and equal employment opportunity)?
 How is the economy performing both locally and nationally?
 What are the sources of competition for attracting people (salary, benefit
packages, etc.)?
 What other trends may impact the organisation (such as trends towards
decentralisation, outsourcing or restructuring)?
Part 2: Internal and external workforce
 What is the current staff turnover percentage?
 Are there any trends with regards to turnover? (age/experience levels/time
in job/sex)
 Is staff turnover creating a labour problem?
 What is the best balance of staff (employee mix) to achieve business
goals? (management/supervisors/technical staff/support workers etc.)
 Are there any performance management issues?
 What are the competencies, attributes and composition of the current
workforce?
 Is the current workforce sufficiently diverse to meet organisational needs?
 What is the current workload?
 What are current and projected retirements, turnover, secondments, etc.?
 What is the current year's labour budget?
 What current skills are essential to the business?
 What is the demand for and availability of these skills in the external
labour market?
 What occupational groups or skills does the organisation currently obtain
via contracts or casual employment?
 What percentage of employees are on contracts or casual employment?
 What are the key characteristics/skills/profile of contract and casual
employees?
 What work is completed by contingent workforce (areas used, and reasons
why)?
 What is the labour market like in regard to availability of qualified
candidates, ability to recruit these candidates and organisational
challenges (i.e. internal constraints) when recruiting competitively?
 What are the trends in external benchmarking data (e.g. rates of pay and
skill availability)?
Document Name: BSBHRM513 Manage workforce planning Learner
Assessment Workbook
Version: 2
Responsibility: Program Coordinator
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Date Created: Sept 2015
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2018

BSBHRM513 Manage workforce
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 What are the trends in external environmental data (i.e. inflation,
competition, unemployment)?
Assessment 1 – Research Project
Date: Satisfactory Not Satisfactory Trainer/Assessor Initial
Reassessment Date: Satisfactory Not Satisfactory Trainer/Assessor Initial
Confirmation of verbal responses if required
Assessor Declaration I declare that the student and I have verbally answered, clarified and
provided the responses as listed above
Date
Trainer Assessor Signature
Student Declaration
That all work undertaken is my own, and I have not participated in
Plagiarism, Copying, Cheating or Collusion to achieve these recorded
results.
Student Signature
If verbal assessment is required a written responses will be provided in RED pen where relevant.
DO NOT amend dates if possible. If you write in the wrong section you need to cross it out and rewrite
the correct information. White out must not be used.
Please Note:
 A zero tolerance to cheating and plagiarism is taken
 If a student is found to have cheated on any forms of assessment, including plagiarism of
another’s work, they will be required to re-sit an alternative assessment under the supervision
of an assessor to confirm competence in this unit.
 A Student must satisfy the requirements for competency within this Assessment Workbook to
achieve a competency outcome.
 A Completed Assessment Workbook and any additional evidence provided by the student is
retained for our RTO records and is not returned to the student.
It is important that all areas of this Assessment Workbook are completed prior to submission to the
administration department for final outcome recording.
Document Name: BSBHRM513 Manage workforce planning Learner
Assessment Workbook
Version: 2
Responsibility: Program Coordinator
Page 12 of 46
Date Created: Sept 2015
To be Reviewed: September
2018