BSBMGT401 Show Leadership in the Workplace - Assessment Task 1

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This student assessment pack is designed for the BSBMGT401 unit, "Show leadership in the workplace," and includes five assessment tasks. Task 1 consists of written questions to assess knowledge of unit requirements. Task 2 involves developing a performance plan based on a case study, position description, and organizational goals. Task 3 requires participating in a role-play performance review using the developed performance plan. Task 4 involves observation of leadership skills within a team based on a case study. Finally, Task 5 requires the completion of Part 1 of a major project related to the unit. The pack includes assessment cover sheets, submission instructions, and information on reasonable adjustments, RPL, credit transfer, support services, and plagiarism.

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STUDENT ASSESSMENT
PACK ( S u m m a t i v e )
B S B M G T 4 0 1
SHOW LE A DERS HI P I N THE W ORKP LA CE
BSB42015 Certificate IV in Leadership and Management
BSB – Business Services Training Package (Release 2.0)
Student first name: ______________________________________________________________________
Student last name: ______________________________________________________________________

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© 2016 Eduworks Resources*
© 2017 Adelaide Educators Pty Ltd trading as Adelaide College of Technical Education
*Eduworks Resources is a division of RTO Advice Group Pty. Ltd. Cover images ©
Bigstock www.bigstockphoto.com
‘This is a modified document based on materials prepared by Eduworks Resources.’

Contents
Assessment Overview..........................................................................................................................................4
Assessment Submission Instructions................................................................................................................... 6
Assessment Plan................................................................................................................................................. 7
Assessment Cover Sheet – Assessment Task 1.................................................................................................. 9
Assessment Task 1: Written questions............................................................................................................... 11
Assessment Cover Sheet – Assessment Task 2................................................................................................ 19
Assessment Task 2: Case study – Develop a performance plan.......................................................................21
Assessment Cover Sheet – Assessment Task 3................................................................................................ 26
Assessment Task 3: Role Play – Performance review....................................................................................... 28
Assessment Cover Sheet – Assessment Task 4................................................................................................ 33
Assessment Task 4 : Case study/ Observation – Lead a work team..................................................................34
Assessment Cover Sheet – Assessment Task 5................................................................................................ 36
Assessment Task 5 : Major Project – Part 1...................................................................................................... 37

Assessment Overview
This Student Assessment Pack includes all your tasks for assessment of BSBMGT401 Show leadership in
the workplace
About your assessments
This unit requires that you complete 5 assessment tasks. You must complete all tasks to achieve
competency for this unit.
Assessment Task About this task
Assessment Task 1: Written questions You must correctly answer each question to demonstrate their
knowledge of the unit requirements.
Assessment Task 2: Case study – Develop a Read through the case study provided and review the position
performance plan description, and the organisation’s goals and objectives beneath
it.
From the information provided, develop a performance plan in
accordance with the organisation’s goals and objectives and the
position description.
Assessment Task 3: Role Play – Performance Using the performance plan you developed in Assessment Task
review 2, you are required to participate in a role play to undertake a
performance review with an employee.
Assessment Task 4: Case study/ Observation – Based on the case study supplied, you will be observed by your
Lead a work team assessor showing leadership in a workplace team.
Assessment Task 5: Major Project You must complete Part 1 of the Major Project for this unit
How to submit your assessments
When you have completed each assessment task you will need to submit it to your assessor.
Instructions about submission can be found at the beginning of each assessment task.
Make sure you photocopy your written activities before you submit them – your assessor will put the
documents you submit into your student file. These will not be returned to you.
Assessment Task Cover Sheet
At the beginning of each task in this pack, you will find an Assessment Task Cover Sheet. Please fill it in
for each task, making sure you sign the student declaration.
Your assessor will give you feedback about how well you went in each task, and will write this on the back
of the Task Cover Sheet.
Assessment appeals
You can make an appeal about an assessment decision by putting it in writing and sending it to us. Refer to
your Student Handbook for more information about our appeals process.
Page 4 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

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Reasonable Adjustment
Reasonable adjustment is available to all students for assessments and must be requested in writing, using the
Reasonable Adjustment form – this includes extensions which must be requested 1 week prior to the
assessment task due date. Reasonable Adjustment forms are available from your trainer.
On receipt of your completed Reasonable Adjustment form, your trainer/assessor will consider your request
and advise whether it is approved and what action will be taken.
Recognition of Prior Learning (RPL)
RPL is a formal process that recognises skills developed through previous training, work or life experience,
which match a unit of competency in a training course. If you believe you already have the skills covered in this
unit of competency, discuss this with your trainer, who will provide you with instructions for applying for RPL.
National Recognition / Credit Transfer
Qualifications or statements of attainment issued by other Registered Training Organisations are recognised by
the College. Where this unit of competency is equivalent to a unit of competency previously completed with
another provider, credit transfer will be offered and the course length adjusted accordingly. It is the
responsibility of the student to provide the relevant evidence of qualifications or statements of attainment
issued by other Registered Training Organisations, which will be verified by the College prior to credit transfer
being applied.
Support Services
Your trainer/assessor is able to clarify any aspect of an assessment task prior to it being administered. This
may include clarifying: knowledge and skills covered during the training program; the meaning of written
assessment questions; performance standards for practical assessments; and marking criteria.
Once the assessment process has commenced however, the assessor is not able to provide any intervention
or guidance, unless it is to prevent an unsafe act from being performed.
Please ask for help when you need it, as your trainer/assessor may not be aware that you have not understood
aspects of the training program, or are not feeling confident enough to engage in assessment activities.
Plagiarism
Plagiarism is using the words or ideas of others and presenting them as your own. Plagiarism is a type of
intellectual theft. It can take many forms, from deliberate cheating to accidentally copying from a source without
acknowledgement. In your assessments you must come up with your own ideas, however, at times you may
need to make reference to work that has been conducted by others. Important points to be aware of:
 Know what plagiarism is – refer to http://www.plagiarism.org/ for more information
 Reference your work / acknowledge all of your sources
“All of the following are considered plagiarism:
 turning in someone else's work as your own
 copying words or ideas from someone else without giving credit
 failing to put a quotation in quotation marks
 giving incorrect information about the source of a quotation
 changing words but copying the sentence structure of a source without giving credit
 copying so many words or ideas from a source that it makes up the majority of your work, whether
you give credit or not...”
iParadigms. 2014. What is Plagiarism?. [ONLINE] Available at: http://www.plagiarism.org/plagiarism-101/what-is-plagiarism. [Accessed 17
April 2016].
Page 5 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

Assessment Submission Instructions
How to submit your assessments
When submitting an assessment task, please adhere to the following:
 A completed Assessment Cover Sheet must be attached to the front of all work submitted for assessment.
 Written assessment tasks must be submitted using the recommended format for written submissions
(see below), or they may be hand written. Please ensure that your hand writing is clear and legible.
 When answering questions associated with an assessment task, ensure that you use your own words
(plagiarism will not be tolerated) and reference where appropriate, using the Harvard Referencing Guide
https://www.citethisforme.com/harvard-referencing, or the Harvard Generator
http://www.harvardgenerator.com/
 Ensure that your assessment task is submitted on or before the due date specified by
your trainer/assessor.
When you have completed each assessment task you will need to submit it to your assessor.
Further instructions about submission can be found at the beginning of each assessment task.
Make sure you photocopy your written activities before you submit them – your assessor will put the
documents you submit into your student file. These will not be returned to you.
Once your submitted assessment task has been assessed, your assessor will provide you with feedback and
the assessment outcome.
Format for written submissions
When you are using a word processing program, such as Microsoft Word, to prepare your written assessment
task, please adhere to the following guidelines:
1. Completed Assessment Cover Sheet
2. Title of the task
 Arial, Size 14 pt., Bold
3. Headings
 Arial, Size 12 pt., Bold
4. Text
 Arial, Size 11 pt.
5. Table Content
 Arial, Size 10 pt.
6. Line Spacing
 1.5
7. Length
 The number of words are specified in the task description for each individual assessment
method, where applicable.
8. Presentations are to be created using presentation software, such as Microsoft PowerPoint.
Resources such as a data projector, whiteboard markers, speakers, pen pointers and presentation
screens will be provided.
Page 6 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

Assessment Plan
The following outlines the requirements of your final assessment for this unit. You are required to complete
all tasks to demonstrate competency in this unit.
Your assessor will provide you with the due dates for each assessment task. Write them in the table below.
Assessment Requirements Due date
1. Written questions
2. Case study – Develop a performance plan
3. Role Play – Performance review
4. Case study/ Observation – Lead a work team
5. Major Project
AGREEMENT BY THE STUDENT
Read through the assessments in this booklet before you fill out and sign the agreement below. Make sure
you sign this before you start any of your assessments.
Have you read and understood what is required of you in terms of assessment? Yes No
Have you read and understood the RTO’s policies and procedures related to Yes No
reassessment?
Do you understand the requirements of this assessment? Yes No
Do you agree to the way in which you are being assessed? Yes No
Do you have any special needs or considerations to be made for this assessment? Yes No
If yes, what are they?
____________________________________________________________________
Do you understand your rights to appeal the decisions made in an assessment? Yes No
Student name: ___________________________________________________________________________
Student signature: ______________________________________________ Date: ___________________
Assessor name: __________________________________________________________________________
Assessor signature: _____________________________________________ Date: ___________________
Page 7 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

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Assessment Cover Sheet – Assessment Task 1
Students:
 Please complete this cover sheet clearly and accurately.
 Make sure you have kept a copy of your work.
Name:
Date of submission:
Unit:
 BSBMGT401 Show leadership in the workplace
Assessment Task:
Written questions
STUDENT DECLARATION
I declare the following:
 That these tasks are my own work
 None of this work has been completed by any other person.
 I have not cheated or plagiarised the work or colluded with any other student/s.
 I have correctly referenced all resources and reference texts throughout these assessment tasks
 I understand that if I am found to be in breach of policy, disciplinary action may be taken against me
Student signature: ________________________________________________________________________
Student name: ___________________________________________________________________________
Please Note: The above must be completed in full before your assessment work is assessed
Assessor to complete
Satisfactory (S)/ Was this a
Not Satisfactory resubmission?
Assessment Task (NS) Date Y/N
Written questions
Is Resubmission required? ☐ Yes ☐ No Resubmission Due Date:
Page 9 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

ASSESSOR FEEDBACK
Assessors: Please return this cover sheet to the student with assessment results and feedback.
A copy must be supplied to the office and kept in the student’s file with the evidence.
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Assessor signature: ____________________________________________________________________________

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Assessor name: ______________________________________________________________________________
Date: _______________________________________________________________________________________
Page 10 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

Assessment Task 1: Written questions
TASK SUMMARY:
 This is an open book test – you can use the Internet, textbooks and other documents to help you with
your answers if required.
 You must answer all questions correctly.
 Write your answers in the space provided.
 If you need more space, you can use extra paper. All extra pieces of paper must include your name
and the question number/s you are answering.
 You may like to use a computer to type your answers. Your assessor will tell you if you can email them
the file or if you need to print a hard copy and submit it.
RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK
 Access to textbooks and other learning materials
 Access to a computer, printer, Internet and email and word processing software
WHEN AND WHERE SHOULD THE TASK BE COMPLETED?
 This assessment may be done in your own time as homework or you may be given time to do this task in
class (where applicable).
 Your assessor will provide you with the due date for this assessment.
WHAT NEEDS TO BE SUBMITTED?
 Your answers to these questions
INSTRUCTIONS:
Answer the questions below:
QUESTION 1
What is meant by ‘organisational values’?
Organizational Values refers to the norms, principles, ethics, perspectives, policies and opinions developed in an
organization for structuring the behavior and attitudes of the employees, internal and external stakeholders of the
organization (Pedersen, et. al., 2018). Organizational values allow structures the organizational culture and
environment. Organizational value provides with the ethic and morale structure for the organization and the
employees to follow. Organizational values can be explicitly or implicitly explained to the internal or external
stakeholders.
____________________________________________________________________________________
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_______________________________________________________________________________________
_______________________________________________________________________________________
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BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

QUESTION 2
Explain how you would determine an organisation’s standards and values when they are:
 Stated:
 Analyzing the organization’s websites and social platforms
 Readings from various magazines and articles
 Readings from organizational journals and reports____________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
 Implicit:
 Analyzing the organizational culture and climate
 Observing the behaviors and attitude of the employees
 Closely observing the organizational policies and practices
________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
QUESTION 3
Research the Internet and choose a well- known organisation that is similar to your own line of work. Write
down this organisation’s standards and values, and how you identified them. (Remember, they may not be
stated and you may need to consider how the organisation projects itself to the public.)
BBC is a media broadcast network that has developed various channels under it. The organization has clearly stated its
values described as below.
_______________________________________________________________________________________
Trust is considered to be the foundation for BBC. The organization believes to function in a manner that is independent,
impartial and honest.
_______________________________________________________________________________________
Audience is the center point for all the organizational activities. BBC values its consumers and functions with the aim to
provide with such content that fulfills the dynamic need of different viewers (Pedersen, et. al., 2018).
_______________________________________________________________________________________
The organization also focuses for earning greater profits and revenues in order to fulfill the professional and personal
needs and objectives of the employees working at BBC.
_______________________________________________________________________________________
_______________________________________________________________________________________

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Page 12 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

QUESTION 4
 Explain what you think is meant by the term ‘role model’.
Role model is an individual who is looked up to by people in order to accomplish the standards and activities.
Role model provides with motivation and zeal to an individual for performing the activities in a specific manner and
according to the levels of performance achieved by the role model. A role model may be a famous personality or
an immediate family member of the individual (Burgess, et. al., 2015). Role model is the individuals that provide
with motivation to accomplish the goals and objectives for the individual. These personalities are the source of
energy for various individuals. These are followed by the individual in order to inculcate the same personal and
professional attributes and traits.
List four examples of good leadership role modelling.
Depicting understanding of the effective relationship with the followers
Developing effective understanding of the goals and objectives
Executing communication with the followers at all times
Innovative and flexible thinking for the problem solving activities
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QUESTION 5
Provide three examples of standards and values that could be damaging to an organisation’s image.
What would you do in each of these circumstances?
There are several cases and scenarios that are related to impact negatively for the organization’s image.
_______________________________________________________________________________________
A scenario of dissatisfaction of consumer and negative feedback: When an organization receives a negative feedback
form the consumer regarding dissatisfaction of the services or products, a nonattendance of these complaints may impact
negatively.
_______________________________________________________________________________________
Damage to organizational image may also be recorded with identifying higher and non-achievable standards of
performance and operations.
_______________________________________________________________________________________
Discriminatory organizational values and standards towards employees coming from different backgrounds of society:
Discrimination practiced for different cultures and ethnic groups tarnishes the organizational image.
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
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Page 13 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

QUESTION 6
What does working with integrity and credibility mean to you? How would you ensure you worked in this way
in a leadership role?
Integrity and credibility is associated with individual and organizational values that provides with
accomplishment of objectives in an effective and ethical manner. In order to ensure integrity and credibility it
is required to execute coordination and cooperation between the followers (Burgess, et. al., 2015). Credibility
can be ensured by engaging into developing relations with the followers in order to establish better
understanding the organizational values and standards.
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QUESTION 7
What are the four styles of leadership? Briefly describe each and advise under what circumstances you
believe this leadership style should be used in the workplace.
Style 1: Autocratic Leadership: in this type of leadership the senior management is responsible for
undertaking the decisions and strategic planning of the organizational decisions. It is required when the
subordinates are less experienced and trained (Salehzadeh, 2017). This leadership does not provide the
opportunities to function delegation of roles and responsibilities towards the subordinates as these are less
experienced and developed.
__________________________________________________________________________________
Page 14 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

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_______________________________________________________________________________________
_______________________________________________________________________________________
Style 2: Democratic Leadership: In this style of leadership the leader provides with opportunities to the subordinates
for participating in the management and leadership activities. Delegation of power and decision making authority is
exercised towards the subordinates (Salehzadeh, 2017). It must be adopted in an organization where delegation of
authorities is required to accomplish various tasks and activities.
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Style 3: Strategic Leadership: This leadership style involves leading the organization strategically in order to
organize and manage the diversified functions and operations of the organization. This style must be adopted
when strategic changes and regulations are to be implemented in the organization. It is not focused to a
single function and is strategic for increasing the overall performance of the organization.
____________________________________________________________________________
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Style 4: Transformational Leadership: this leadership style aims at altering or transforming the organization
structure, culture and values as per the dynamic needs and requirements of the organization. This leadership
style must be adopted when the organization requires altering and restructuring the organizational values and
attributes (Salehzadeh, 2017). This leadership creates opportunities to build new roles and responsibilities in the
organization by delegating the job roles and duties to be performed.
_______________________________________________________________________________________
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Page 15 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

QUESTION 8
Groups can be structured into two types – formal and informal.
 Provide a definition of informal groups.
Informal groups are the groups developed form the informal interaction and communication executed between
different individuals under the social network and circles. Informal groups are developed in order to satisfy the
personal interaction and interpersonal needs of the individuals (Mueller,2015). This group are derived and
motivated through personal and non-professional interaction amongst the employees and coworkers. It circulates
both professional and personal information between the group members.
__________________________________________________________________________________
_______________________________________________________________________________________
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 Provide a definition of formal groups.
Formal groups are the groups developed under the formal environment and structure of the organization. These
groups follow the organizational authority and communication channels. These are developed in order to
accomplish certain and specified organizational goals (Mueller,2015). Formal groups are necessary for the
successful execution of the work duties and for accomplishing the organizational goals. These groups provides
with specific circulation of legitimate information and data to and from the lower and higher level of management.
____________________________________________________________________________________
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QUESTION 9
As a leader of a group, you will sometimes come across difficult group behaviour. Explain two types of difficult
behaviour you might see (or have seen if you have been part of a group before) and how this can occur.
Type 1: Ignorance of Organizational values and Culture: This is a type of difficult group behavior which restricts
the members to adhere with the organizational systems and cultures. This occurs due to negative influence and
relationships between the group members (Mueller, 2015). This ignorance impacts on the organizational image in
an empirical manner. The negative behavior for ignoring the organizational values and cultures in the profession
and public aspects of an individual harms the reputation and image of the organization.
Type 2: Resistance to change: Another difficult behavior observed is resistance to change depicted by group
members towards accepting changes and alterations in the organization. This difficult behavior is observed as
change may lead to distributions in the power and authority relationship existing in the organization (Mueller,2015).
It is also observed in organizations that resistance to change harms the inflow of new and innovative thinking the
organization. ________________________________________________________________________________
_______________________________________________________________________________________
Page 16 of 37
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QUESTION 10
What are the stages of group development? Briefly describe each.
Forming:This is the stage where the group members are introduced with each other and are acknowledged about
their roles and responsibilities to be undertaken in the group. The stage has been identified as the first stage of the
group development theory. The stage provides with opportunities to understand personal strengths and
weaknesses of the team members.
Storming: this is the stage where the group members are educated and informed about the duties and
responsibilities to be executed and fulfilled in an organization. This stage develops for conflicts and issues in the
group for problem solving (Forsyth, 2018). Conflicts between the team members are observed due to difference in
the perceptions and behaviors of the individuals.
Norming: At this stage the group member work together in order to accomplish the group aims and objectives
through accepting their differences and similarities. This is the third stage where the teams members are develop
various approaches and policies in order to resolve the problems and issues of the goal aim.
Performing: this is the stage where group member perform the actual task and duties allocated to each member. It
relates to the actual performance of the activities and duties of the group member together as a group to
accomplish the organizational aims and objectives (Forsyth, 2018).
Adjourning: the last stage in group development where the group is adjourned and the member performance is
evaluated and monitored through continuous feedback.
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Page 17 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
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RTO ID: 40336 CRICOS ID: 03187D

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QUESTION 11
Below are some examples of behaviour that may not reflect an organisation’s standards and values and may
damage the organisation’s image. For each of the below examples identify whether you think this is appropriate
behaviour or not. If not, explain why you feel this is the case.
Appropriate?
Scenario Yes/No Reason why, if not appropriate
Staff member standing out the front
of the office building making racist No
Racial discrimination is not appropriate and is not valued
in an organization.
comments about a client
Staff member in uniform assisting an
elderly lady with picking up dropped Yes
change on the street
Staff member assisting a client in the
office with directions to their next
appointment Yes
Staff member refusing to assist a
client in the office as they disagreed No
Performance of an individual must not be impacted by any
type of personal disbelief and disagreements.
with their religious views
Staff member in uniform verbally
abusing someone on public transport No
This act of an individual damages the
organizational values and image as the staff is
representing the organization through uniform.
QUESTION 12
Using the above examples as a guide, how would you manage someone in your work team who was
damaging your organisation’s image with their negative behaviour? What communication channels would you
use to discuss this and what procedures would you need to follow?
In order to guide the actions and negative behavior of a team member, it is recommended to use to a personal and informal
communication channel for redirecting and guiding the individual behavior. This personal approach provides with
opportunities to resolve the issues and challenges as directly without including the managerial hierarchy of the organization
(Mueller,2015). If this approach is not effective formal and structural channel of communication must be adopted to guide
the negative behavior impacting organizational image.
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________

What do I need to hand in for this task? Have I completed this?
Your answers to each question 
Page 18 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

Assessment Cover Sheet – Assessment Task 2
Students:
 Please complete this cover sheet clearly and accurately.
 Make sure you have kept a copy of your work.
Name:
Date of submission:
Unit:
 BSBMGT401 Show leadership in the workplace
Assessment Task:
Case study – Develop a performance plan
STUDENT DECLARATION: I declare the following:
 That these tasks are my own work
 None of this work has been completed by any other person.
 I have not cheated or plagiarised the work or colluded with any other student/s.
 I have correctly referenced all resources and reference texts throughout these assessment tasks
 I understand that if I am found to be in breach of policy, disciplinary action may be taken against me
Student signature: ________________________________________________________________________
Student name: ___________________________________________________________________________
Please Note: The above must be completed in full before your assessment work is assessed
Assessor to complete
Satisfactory Was this a
(S)/ resubmission?
Not Y/N
Satisfactory
Assessment Task (NS) Date
Case study – Develop a performance plan
Is Resubmission required? ☐ Yes ☐ No Resubmission Due Date:
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BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

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Assessor name: ______________________________________________________________________________
Date: _______________________________________________________________________________________
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BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

Assessment Task 2: Case study – Develop a performance plan
TASK SUMMARY
 Read through the case study provided and review the position description, and the organisation’s goals
and objectives beneath it.
 From the information provided, develop a performance plan in accordance with the organisation’s
goals and objectives and the position description. Ensure KPIs are SMART.
RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK
 Access to textbooks and other learning materials
 Access to a computer with Internet
 Case study, position description and organisation’s goals and objectives (provided).
 Performance plan template (provided as a separate document).
WHEN AND WHERE SHOULD THE TASK BE COMPLETED?
 This task may be done in your own time as homework or you may be given time to do this task in
class (where applicable).
 Your assessor will provide you with the due date for this assessment.
WHAT NEEDS TO BE SUBMITTED?
 Completed performance plan with measurable KPIs.
INSTRUCTIONS
After reading through the case study and using the position description and the organisation’s goals, standards and
values provided, develop a performance plan (template provided) for Belinda with measurable KPIs.
 When developing your KPIs and performance plan, think about the following:
 Key result areas (describe the main area of accountability and responsibility of the job).
 Specific tasks that relate to the key area.
 Are they SMART? (Specific, measurable, ambitious, related, time-framed, trackable).
You are required to develop a timeframe for this performance plan. Plan for a review in one calendar
months’ time with Belinda to see if her performance has improved and she is on track.
Page 21 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

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CASE STUDY – BELINDA
Belinda is part of your team of salespeople. You work for a company called ABC Educational Sales and you
sell a range of books and educational toys for children. Lately, Belinda appears to be having some personal
problems directly related to her mother. Other members of your team have told you that they have
overheard her having arguments with her mother outside on her mobile phone.
For the past two weeks she has been in a terrible mood. Normally Belinda is a model employee and works
hard. Her work output is of high quality and her clients are very happy dealing with Belinda. But these days she
is grumpy, her paperwork is sloppy, and several clients have complained of her poor attitude. Some team
members have had to pick up some of her appointments and fix her paperwork to get it up to standard. No one
is happy in your team at the moment.
On Tuesday you needed her to finish an inventory of all the products, so you could review it and send off the
order. She did not come through – she was late to work in the morning and took a long lunch break. She left
as soon as her last appointment was finished and did not tell you she hadn’t finished the task you had given
her. You found out because you went to do the fortnightly order and found she had not started the inventory.
You ended up doing the job yourself.
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BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

Position Title: Sales representative
Person in Position: Belinda Burkis
Date of Appointment: 16/01/2012
Major duties
Key Area Responsibilities
Customer relations Fills orders, and establishes new accounts – in store
Serves customers in a friendly, polite and respectful manner at
all times
Projects a positive image for the business as one of the faces
of the business as first point of contact
Maintains professional and technical knowledge by keeping
product knowledge current and industry relevant.
Resolves customer complaints by investigating problems;
developing solutions; registering complaints; and making
recommendations to management in the monthly meeting
Administration Adjusts content of sales presentations, signs and promotional
posters as directed by management
Submits orders by referring to price lists and product literature
Keeps management informed by submitting activity and results
reports, such as weekly and monthly sales targets
Maintains and monitors stock levels
Reorders from suppliers and negotiates early settlement
discounts with preferred suppliers
Reviews sales trends from internal reports and provides
recommendation and suggestions for improvement
Team work Works as part of the sales team in a cohesive manner
Abides to company policy regarding dress and grooming, hours
of work and start and end times
Contributes to team effort by accomplishing related results as
needed
Continuous Monitors competition by gathering current marketplace
improvement information on pricing, products, and new products
Recommends changes in products, service, and policy by
evaluating results and competitive developments.
Keeps abreast of market trends, changes and customer interest
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BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

Salary and time fraction
Hours per fortnight: 80
Hours of employment: 9am–5:30pm Mon–Fri
ABC Educational Sales Goals, Standards and Values
At ABC Educational Sales, we strive to be the best in our industry. We have provided quality educational
books, resources and educational toys to children and families for the past 15 years.
At ABC Educational Sales, we expect our employees to align their thinking with our goals and objectives to
provide, not only quality products, but also a superior customer service.
Our goals and objectives are listed below:
 Profitability
We aim to increase our sales revenue by 10% year on year and decrease our operating expenses by 5%.
 Customer Service
We aim to provide customers with a professional, friendly and quality service, taking a personal interest in
their needs, concerns and educational requirements. Each customer is important to us, no matter how small
the sale, and we guarantee customers a return phone call on the same business day for any queries that
couldn’t be resolved initially.
 Retention
We believe in human resources and a healthy work–life balance. Therefore, our employees are important to
us and we view them in a holistic manner. We have an open-door policy at ABC Educational Sales, and
believe strongly in nurturing our employees and providing them with training, support and mentoring. At ABC
Educational Sales we have an Employee Assistance Program to assist employees during any times of need
or difficulty they may experience.
 Efficiency
We aim to increase our productivity and efficiency in our operations and implement KPI based performance
plans for employees.
 Growth
We aim to open our second store by the end of 2019 and therefore have a plan in place to grow our
brand name and presence in the educational industry.
Page 24 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

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What do I need to hand in for this task? Have I completed this?
Completed performance plan with measurable KPIs. 
Performance Plan Template
Name of Employee: Belinda Burkis
Plan timeframe: 1 Month
Name of Manager: John Mayer Legend
Date of performance planning discussion: 1st August, 2018
Date of next review discussion: 30th August, 2018
1. Outputs, projects and deliverables: What will your main work be this year?
(Are key areas being met? If not, which areas need improvement?)
The Key Area of Customer Relations is not being met in an effective manner. Belinda Burkis
failed to file the orders and make in an inventory list for organizing and analyzing the number
of orders to be dispatched. Her ineffective performance and sloppy paperwork resulted in
under performance and impacts on the performance of other team members.
Another Key Area of team work is hampered in the performance of Belinda Burkis. It has
been identified that her team members are unsatisfied by her performance. The team
members are disturbed with her negative and irritated attitude.
2. Conduct and behaviours: How will you do your work and interact with others this year?
(How is employee’s conduct and behaviour affecting themselves and others?)
Employees conduct and behavior is impacting the self-performance and the performance of
others. Belinda Burkis is disturbed due to her irrational relationship with her mother. He was
identified as a model employee earlier, but her recent performance has been observed to be
unsatisfactory. The performance of employee was observed to be decreased as she took
longer durations of lunch breaks and multiple early log outs and late login were recorded.
She failed to accomplish her allocated tasks. Her creditability and accountability towards the
managers was impacted due to her irrational behavior.
The performance of her employees was also impacted as the organization required team
work. Her peers were distressed due to her irrigated behavior and ineffective performance.
Her team members undertook her appointments and responsibilities to increase the services
for consumers.
3. Knowledge and skills: What do you need to do your job well this year?
(Does employee have the knowledge and skills required to do the job well)
Yes the employee possesses the required skills and abilities to execute effective services
and performance for her job role. As Belinda Burkis was observed to be a role model in the
organization it is evident she possesses the required skills and abilities.
Further due to her ineffective relationship with her mother, poor performance and work
relations are observed. Belinda Burkis requires managing her personal and professional
relations effectively. She requires developing a balance between her work life and personal
life in order to execute effective job performance and services. She needs to learn and
develop interpersonal skills in order monitor and maintain relations.
4. Support needed to do the job well.
Belinda Burkis requires counseling for acquiring higher level of motivation to increase her
work performance counseling will enable her to open up and discuss her issue sin details

with her leader. Counseling will also develop the opportunities to identify her weaknesses
and develop reformative measures to resolve her personal issues. Further she also requires
higher level of work engagement and understanding from her peers to comprehend her
tender situations at the moment. Support can be providing by her formal or informal groups
at the work organization to discuss her problems and find solutions form different
perspectives.
5. How can employee know if they are performing well? (KPIs)
An employee can be educated about their work performance by assessing key performance
indicators. Key performance areas are the work related areas that provides with
opportunities to assess the performance of an individual related to work activities and
operations. The key performance areas for Belinda Burkis can measure her performance
through learning about the feedback attained from the team workers, analyzing her
administrative activities, and evaluating the areas requiring continuous improvement in her
job roles and responsibilities.

Page 25 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

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Assessment Cover Sheet – Assessment Task 3
Students:
 Please complete this cover sheet clearly and accurately.
 Make sure you have kept a copy of your work.
Name:
Date of submission:
Unit:
 BSBMGT401 Show leadership in the workplace
Assessment Task:
Role Play – Performance review
STUDENT DECLARATION
I declare the following:
 That these tasks are my own work
 None of this work has been completed by any other person.
 I have not cheated or plagiarised the work or colluded with any other student/s.
 I have correctly referenced all resources and reference texts throughout these assessment tasks
 I understand that if I am found to be in breach of policy, disciplinary action may be taken against me
Student signature: ________________________________________________________________________
Student name: ___________________________________________________________________________
Please Note: The above must be completed in full before your assessment work is assessed
Assessor to complete
Satisfactory (S)/ Was this a
Assessment Task
Not Satisfactory
Date
resubmission?
(NS) Y/N
Role Play – Performance review
Is Resubmission required? ☐ Yes ☐ No Resubmission Due Date:
Page 26 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

Assessor name: ______________________________________________________________________________
Date: _______________________________________________________________________________________
Page 27 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

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Assessment Task 3: Role Play – Performance review
TASK SUMMARY:
This task requires you to use the performance plan you developed in Assessment Task 2. You are required to
participate in a role play to undertake a performance review with an employee.
RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK
 Your performance plan developed in Assessment Task 2
 Assessor to play the part of the employee.
WHEN AND WHERE SHOULD THE TASK BE COMPLETED?
 This task will be done in in class
 Your assessor will provide you with the due date for this assessment.
WHAT NEEDS TO BE SUBMITTED?
 Your written answers to the questions
INSTRUCTIONS
Using the performance plan you developed in Assessment Task 2, implement it by having a discussion
with Belinda to discuss the way forward. Think about the following points when preparing for your meeting
with Belinda, who will be played by your assessor, and write down the answers in the spaces provided.
Answer questions 1–8 before your meeting with Belinda, then answer question 9 after the meeting with
Belinda.
1. How will you implement this plan with Belinda? (For example, timeframes for improvement, goals
for Belinda, ways to monitor her performance and strategies to implement as per the plan.)
The performance plan is a very essential element in the proper working and the carrying out of the business
operations. Though, the performance plan is essential in order to have the proper achievement of the goals by
Belinda and the functioning in the company. This helps in determining the areas which are required to be
improved by the business owners and the employees like that of Belinda in the ABC Ltd. Company. This
backwardness in the organization may in any of the forms like it may in financial terms or that one which is
being faced by the Belinda. It is also required to have the proper functioning and for providing the satisfaction to
the customers.
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________

_______________________________________________________________________________________
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BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

2. Why you have developed that specific plan/strategy for dealing with Belinda’s poor performance?
_______________________________________________________________________________________
The performance plan is a very essential element in the proper working and the carrying out of the business
operations. Though, the performance plan is essential in order to have the proper achievement of the goals
by Belinda and the functioning in the company. This helps in determining the areas which are required to be
improved by the business owners and the employees like that of Belinda in the ABC Ltd. Company. This
backwardness in the organization may in any of the forms like it may in financial terms or that one which is
being faced by the Belinda. It is also required to have the proper functioning and for providing the satisfaction
to the customers.
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
3. What would you do if Belinda reacts badly to what you have to say?
_______________________________________________________________________________________
It is also an important fact that many of the employees, having their own faults behaves very badly with the
seniors in the company. If the same would happen with Belinda, then it would be the prior duty of the seniors
to tell the Belinda about the mistakes in order to have the proper functioning in the company. It is also
required to attain the high level of customer satisfaction.
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
4. What will you do if Belinda’s performance improves?
_______________________________________________________________________________________
If there would be determined some improvement in the performance of the Belinda, it is required for the
organization to have the proper determination of the positive areas of the change in the organization .Proper
and the important steps are required to be taken in the organization. It is required to continue the same
processing and also eve4ry certain period of time, proper evaluation is required to be done and accordingly
changes are required to be made in the organizational processing. The process of improvement should go
on, it should not stop until the goals and the objectives of the organization are achieved.
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________

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_______________________________________________________________________________________
5. What will you do if Belinda’s performance does not improve?
If there is determined that after having the implementation of the performance development plan also, the
performance of the Belinda in the functioning of the organization does not improve, then the senior managers
in the organization dealing in the dales department are required to make the required changes in the
organization that could lead to the improvement and making the positive change in the company for the
employees like that of Belinda
_______________________________________________________________________________________
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BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
6. How have you arrived at these decisions?
_______________________________________________________________________________________
The process of decision making is very essential in any of the organization. Likely, the same is there in the
ABC Educational Sales in which a girl named Belinda is a part of the salespeople’s group. It was determined
a lot of mistakes were made by the Belinda in the organizational function and as a result, the company has to
face the same. In order to gain the improvement, it was done that a performance4 development plan was
made by the company in order to bring effectiveness and improvement in the functioning of the employees
like that of Belinda. And after having the view of the performance development plans the decisions were
made in the company accordingly.
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
7. How do you think other team members may react if they feel you have not addressed the situation
with Belinda appropriately?
_______________________________________________________________________________________
_____ The ABC Educational Sales have discussed the complete situation with the members of the group. If
it is felt by the other team members that the company had not dealt with the stations correctly or had not
addressed the same issues to the Belinda, then it is just the foolishness of the team workers. They would be
given the assumption of the situation which might had been faced by the company like that of loss due to the
improper working of the Belinda in the company. Not only this, they would be told that if the situation would
have not determined at time then it would have created a lot of chaos and loss in the company.
__________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________

Page 30 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

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8. How can the improvement of Belinda’s performance affect the team’s overall performance?
_______________________________________________________________________________________
If there is determined that after having the implementation of the performance development plan in the
company, certain changes have been determined and also the performance of the Belinda is improved, then
the other team members would not blame the ABC Educational Sales company for the mishaps in the
organization. Along with this, there would be improvement in the work processing in the organization. The
other team members would be positively influenced by the development planning system and would be also
helpful in attaining the goals and targets of the organization.
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
Now you are prepared for your meeting with Belinda. Role play this with your assessor, then after the meeting
answer the following question:
9. How do you feel you handled the meeting with Belinda? Include in your answer the following points:
 If and how you remodelled positive behaviour, actions and attitudes.
 How you felt about having to deal with a sensitive situation and if you feel you succeeded.
 How Belinda responded and how you responded to her response.
 What you would improve on for next time.
_______________________________________________________________________________________
After having the meeting with Belinda, the following important points were determined:
 After determining the negative and the poor working of the Belinda, the company had made the
performance development plan which proved very helpful un bringing the positive behaviour and the
better actions and performance I the organization of the Educational sales company.
 The situation was really very sensitive as the employee named Belinda is very hard working and also
proved to the beneficial to the company and suddenly everything reversed. I have dealt with the
situation with care. Each and every point of situation was clearly studied by me and accordingly the
performance development plan was made.
 Belinda seemed to be the state of depression. It was the major reason which had caused the overall
mishaps and the improper management. She had defined her reasons clearly to me in the meeting
and according the required steps were taken by me in favour of both company as well as the
employee.
 For the next time, it is required in the organization by me to have a regular check over the each and
the every important situation at the regular intervals of time. It is all because to avoid such type of
situations for the future. As these all have the negative impact on the work processing.
_______________________________________________________________________________________
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BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

_______________________________________________________________________________________
Your assessor will be looking to see that you:
 Serve as a positive and strong role model for Belinda in your behaviour and actions
 Implement the performance plan in accordance with the organisation’s goals and objectives
 Use the KPIs developed in the performance plan specifically in your discussion with Belinda
 Help Belinda realise that her behaviour is damaging to herself, her team and the business
 Communicate your decisions clearly
 Use a positive tone rather than a negative one
 Project professionalism and the organisation’s values and standards
 Highlight Belinda’s strengths and value to the company before mentioning problem areas
 Ensure that Belinda understands and agrees to the course of action taken.
What do I need to hand in for this task? Have I completed this?
Your written answers to the questions 
Page 32 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

Assessment Cover Sheet – Assessment Task 4
Students:
 Please complete this cover sheet clearly and accurately.
 Make sure you have kept a copy of your work.
Name:
Date of submission:
Unit:
 BSBMGT401 Show leadership in the workplace
Assessment Task:
Case study/ Observation – Lead a work team
STUDENT DECLARATION
I declare the following:
 That these tasks are my own work
 None of this work has been completed by any other person.
 I have not cheated or plagiarised the work or colluded with any other student/s.
 I have correctly referenced all resources and reference texts throughout these assessment tasks
 I understand that if I am found to be in breach of policy, disciplinary action may be taken against me
Student signature: ________________________________________________________________________
Student name: ___________________________________________________________________________
Please Note: The above must be completed in full before your assessment work is assessed
Assessor to complete
Satisfactory (S)/ Was this a
Assessment Task
Not Satisfactory
Date
resubmission?
(NS) Y/N
Case study/ Observation – Lead a work team
Is Resubmission required? ☐ Yes ☐ No Resubmission Due Date:
Page 33 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

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Assessment Task 4 : Case study/ Observation – Lead a work team
TASK SUMMARY:
The purpose of this assessment task is for you to encourage participation from your team in decision making
processes and to use feedback processes effectively to monitor the implementation and impact of decisions.
Your assessor will observe you showing leadership in a workplace team situation, based on the case study
supplied.
Use the performance plan you developed in Assessment Task 2 as a basis to measure yourself and your team.
RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK
 Access to your classmates who will play the roles of your work team.
 Access to a computer with Internet
WHEN AND WHERE SHOULD THE TASK BE COMPLETED?
 This task will be done in in class
 Your assessor will provide you with the due date for this assessment.
WHAT NEEDS TO BE SUBMITTED?
 2 x emails to team (sent to assessor)
INSTRUCTIONS
Read the Case study and complete the instructions and activities that follow:
CASE STUDY – UPGRADE TO NEW IT SYSTEM
You are the manager of a sales department and lead a team of six. Your team is a close-knit group and support
each other with their tasks.
The Board of Management decided two weeks ago to do some IT upgrades. A new system has been put in which
deals with appointment scheduling, all client records as well as client payments, requests and complaints and
general administrative work. The IT infrastructure was updated with the current operating system a week ago.
You have used this software before at a previous job and you haven’t thought twice about the change – in your
mind it is very similar in layout and functionality to the one your team has been using.
Today you return to work after taking three days’ leave. Your inbox is flooded with complaints – from staff, from
clients and from the Board. It appears that the fortnightly performance reports have not been completed and
client records are not able to be accessed. Orders that should have been sent automatically to preferred
suppliers have not been received and clients have been turning up for appointments to find that they have been
double booked.
1. Send out an email to the members of your team (send to your assessor) requesting a meeting tomorrow at 10 am
to address the issues that have come up while you have been away. Request your team members to think about
ways to move ahead with the crisis and let them know you value their input and would like a group brainstorming
session tomorrow with positive suggestions for ways to address the IT issue. Assign your three team members
specific jobs to do before the meeting tomorrow.
2. You have now had your team meeting and your team has come up with some suggestions. Isaac has
gathered all of the training information and found that there are two different options.
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BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
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 Option 1: Three information sessions could be attended by the staff at the IT Company’s premises as they
are holding sessions on Mondays, Wednesdays and Fridays between 2 pm – 5:00 pm. The IT Company
suggests that two - three sessions are normally sufficient for most people to understand the new system.
These sessions will cost $50 per employee per session.
 Option 2: An IT consultant could come to the store and give training on your system at a cost of $150 for a
call out fee including the first hour, and $75 for each additional hour thereafter.
 Belinda has suggested that two go at a time to the group sessions while the other two stay back and man the
floor for customers.
 Isaac has also discovered that there are some online YouTube videos that the team could watch with handy
hints and informative info sessions on how to deal with common difficulties when using the new system.
 Azad wasn’t too keen on changing to the new system but since then has done some research on it and
discovered that there are many benefits to switching. Time spent on reporting will be minimised as well as
the ease of use when it comes to accessing client records and syncing bank records with the accounting
records.
 You know that Isaac has very good IT skills and is probably the best in that area within your team and picks
up on things very quickly.
 The busy times in the store are usually after lunch and especially around 3:30 pm, as a lot of parents bring
their children after school to look at the range of toys and books that you supply.
Using the information provided, compose an email to your team informing them of the decisions you have made
regarding the training needs of your team and how this can best be implemented. Provide specific details and use the
feedback gathered to make your decision based on the entire team’
What do I need to hand in for this task? Have I completed this?
2 x emails to team (sent to assessor) 

EMAIL 1
25th July, 2018
Team
Sales Department,
ABC Educational Sales,
Manager
Sales Department,
ABC Educational Sales
Dear Team,
It has been observed that the new IT solution and software system rolled out in the organization has
been proving to develop turbulent times and strategic problems for the employees and the
management at the organization. It has been analyzed that the mails have been received from staff
and clients regarding various complaints in assessing various information and details from the new IT
solution and system adopted at the organization. It has also been observed that the performance
reports were not developed and records for the clients are not accessible due to changes in the
Information Technology software’s. Other issues identified at the systems are related to double
booking of the clients resulting in over bookings and reservations for the staffs. The suppliers have
not received the pre confirmed orders and this has impacted on the inventory and stock at the stores.
This mail has been drafted in order to inform you about a meeting being held on 26th July, 2018 in the
conference room. The meetings will discuss various other issues identified in the systems. It is
requested form you all to comprehend the issues at your level and suggest effective ways to resolve
the issue identified. Your value suggestions will be evaluated and considered according to the
organizational specifications and requirements. The details for meeting are as below:
Date: 26th, July 2018
Venue: Conference Hall, ABC Educational Sales
Time: !0:30 Am Onwards
Looking forward for your valuable suggestions
Drake
Manager
Sales department
ABC Educational Sales

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EMAIL 2
27th July, 2018
Team
Sales Department,
ABC Educational Sales,
Manager
Sales Department,
ABC Educational Sales
Dear Team,
The mail has been drafted in order to inform about the decision undertaken regarding resolving the
issues and problems identified in the new information technology software adopted in the
organization. Owing to the various issues and problems analyzed in the software it was observed
that the staff requires training. Two different training options were identified as below:
1. Attending the training sessions provided by the organization being organized every alternative day.
2. Hiring of an IT consultant providing with required lessons for learning the IT software solution.
These options require additional costs and the timing available are during the peak hours of the
stores.
Thus it has been decided viewing the valuable suggestions and options provided by the team
members to send team members in the lot of 2 individuals for the training sessions being organized
by the IT software organization itself. It has also been decided to gather further information through
YouTube and online videos.
This has been identified as the best possible solution to resolve the problem and attain the required
training saving the costs and valuable office hours on very alterative day.
The decision is open for further discussions. Looking forward for your coordination.
Thanks
Drake
Manager
ABC Educational Sales

Assessment Cover Sheet – Assessment Task 5
Students:
 Please complete this cover sheet clearly and accurately.
 Make sure you have kept a copy of your work.
Name:
Date of submission:
Unit:
 BSBMGT401 Show leadership in the workplace
Assessment Task:
Major Project - Part 1
STUDENT DECLARATION
I declare the following:
 That these tasks are my own work
 None of this work has been completed by any other person.
 I have not cheated or plagiarised the work or colluded with any other student/s.
 I have correctly referenced all resources and reference texts throughout these assessment tasks
 I understand that if I am found to be in breach of policy, disciplinary action may be taken against me
Student signature: ________________________________________________________________________
Student name: ___________________________________________________________________________
Please Note: The above must be completed in full before your assessment work is assessed
Assessor to complete
Satisfactory (S)/ Was this a
Assessment Task
Not Satisfactory
Date
resubmission?
(NS) Y/N
Major Project – Part 1
Is Resubmission required? ☐ Yes ☐ No Resubmission Due Date:
Page 36 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D

Assessment Task 5 : Major Project – Part 1
TASK SUMMARY:
To fulfil the requirements of the Certificate IV in Leadership and Management, all students must complete a
Major Project using the virtual business Fountain Art, found on the Education Club website.
This virtual business has been specifically designed for the Major Project and is set up differently to previous
virtual businesses that you may have used for other activities.
A separate document with instructions will be provided by your trainer for this assessment task.
RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK
 Access to Fountain Art on Education Club website
 Access to a computer, email software and the Internet.
WHEN AND WHERE SHOULD THE TASK BE COMPLETED?
 You will continue working on this project throughout your entire study program
 This project is an individual submission and you will be allocated four (4) hours per week during
study terms to complete your project
 It is recommended that you attend the project tutorial sessions that will be available at the college during
these 4 hours – the sessions are specifically designed to be used by students to conduct research on
their major project, work on their project and to receive project support/guidance from the trainer.
 There are three parts to the project and you will be advised by your trainer the due date for each part
WHAT NEEDS TO BE SUBMITTED?
 Part 1 of the Major Project

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References
 Boekhorst, J.A., 2015. The role of authentic leadership in fostering workplace inclusion: A social
information processing perspective. Human Resource Management, 54(2), pp.241-264.
 Bryson, J.M., 2018. Strategic planning for public and nonprofit organizations: A guide to strengthening
and sustaining organizational achievement. John Wiley & Sons.
 Burgess, A., Goulston, K. and Oates, K., 2015. Role modelling of clinical tutors: a focus group study
among medical students. BMC medical education, 15(1), p.17.
 Forsyth, D.R., 2018. Group dynamics. Cengage Learning.
 Mueller, J., 2015. Formal and informal practices of knowledge sharing between project teams and
enacted cultural characteristics. Project Management Journal, 46(1), pp.53-68.
 Muenjohn, N. and McMurray, A., 2016. The impact of leadership on workplace innovation in Thai and
Vietnamese SMES. The Journal of Developing Areas, 50(5), pp.479-486.
 Pedersen, E.R.G., Gwozdz, W. and Hvass, K.K., 2018. Exploring the relationship between business
model innovation, corporate sustainability, and organisational values within the fashion
industry. Journal of Business Ethics, 149(2), pp.267-284.
 Rothwell, W.J., Hohne, C.K. and King, S.B., 2018. Human performance improvement: Building
practitioner performance. Routledge.
 Salehzadeh, R., 2017. Which types of leadership styles do followers prefer? A decision tree
approach. International Journal of Educational Management, 31(7), pp.865-877.
Page 37 of 37
BSBMGT401 Student Assessment Pack v2.00 June 2018
© Adelaide Educators Pty Ltd ABN 84136893831
RTO ID: 40336 CRICOS ID: 03187D