Assessment Task 1: Team Project Plan for BSBLDR403 Unit

This document presents a comprehensive team project plan designed for the BSBLDR403 unit, focusing on leadership effectiveness. The assignment requires students to form a team, select a project, and develop a detailed plan that includes clearly defined tasks, deadlines, team roles, and achievable objectives. The plan must incorporate workplace innovation and productivity measures, such as new ideas and improvements, and be aligned with organizational goals. Students are tasked with creating a project plan with goals, deliverables, and communication strategies, along with supporting information like schedules, action plans, and skills matrices. The assessment emphasizes leadership by encouraging team member participation, providing opportunities for decision-making, and open communication with management. The project culminates in the submission of the plan, supporting documentation, and evidence of team meetings and discussions. This project aims to evaluate the student's ability to lead a team, manage a project, and incorporate innovative strategies to achieve desired outcomes.

Assessment 1
Course:
Intake (month and year):
Student Name:
Email Address:
Mobile Number:
Unit code and title:BSBLDR403 Assessment Task 1 Team project plan
Date submitted:
Submission mode: (please tick)  Online  In-class
Assessment conditions Assessment modality
Satisfactory rate – If this is not achieved the student has the
opportunity to resubmit the assessment after receiving
feedback and re-training as confirmed by their
trainer/assessor
Assessment location: (please tick)
 In-class online
Team project plan – assessment 1
Team project Review – assessment 2
Team project report – assessment 3
Ref: as listed in the Course Unit Outline and
Assessment Due Dates List for the course
Assessor Instructions
The assessment is made when all of the short answer fields in the template are completed. These are to be
completed according to the assessment guide and decision making rules. Final decision is to be made and
recorded on Assessment result below and on the results template via the Course Coordinator.
Required documents and equipment
● Assessment Guide
● Assessment Task 1
● assessment task appendices
● access to computer lab.
Instructions for assessor
This assessment task requires students to form a team, choose a project (from one of four simulated
business scenarios, attached here as appendices) and facilitate their team to demonstrate leadership in
planning to achieve expected outcomes with regards to the chosen project.
Their team project plan must include clearly defined tasks and deadlines, team roles and responsibilities,
clear objectives and outcomes that are achievable during set timeframes. Planned deliverables should
include measures of workplace innovation and productivity such as examples of new ideas and
improvements on a balanced scorecard.
Review the assessment task in detail, including the appendices, which contain the various documents
students require to create the team work plan. Discuss with the students and teams their planning options
and set the teams.
Planning the assessment
● Recommended date for assessment: After Session 4.
● It is suggested that you hand out the assessment task early in the training program (recommend:
Session 1) as there are a number of tasks and activities to be completed as part of this project.
● Time required for assessment: 8 hours (time required may vary as required by individual work teams).
This assessment will be run over a number of weeks to allow for workplace interactions to occur.
● The student must:
○ participate in a work team and a team meeting
○ submit:
– a project plan, with goals and objectives, deliverables and communications
– a portfolio of supporting information, including at least one project management tool,
such as a schedule, action plan, Gantt or milestone chart, a record of addressing
innovation and productivity measures, a gap analysis and/or skills matrix, and training
planners for each team member
– a team work schedule
– completed meeting agenda and meeting minutes templates of their team planning
meeting.
Ref: Assessment Guide for the Assessment & Mayfield Education Assessment Guide: Planning & Conducting Assessment Policy
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BSBLDR403 – Lead team effectiveness
Assessment 3Team Project Plan
Student Instructions
Read each question carefully. In order to be deemed Satisfactory in this compulsory assessment
task you must answer ALL the numbered questions below. Write/type answers in the fields
provided. Short answers should consist of no more than three sentences. This can be typed and
dot points can be used. This must be undertaken by yourself and you are able to use your study
notes to assist you with completing the answers. If you do not receive a ‘Satisfactory’ result (NYS)
you will be provided with an alternative supplementary assessment.
Ref: Student Information Handbook (5) & Student Assessment Policy and Procedure
Student Declaration
I, ……………………………………………… (Student toprint name) state that the work I submit is
my own and I have not copied this in any form except where due reference has been made to this.
If you are completing this form electronically, please type your name as an acceptable form of
your signature.
Student Comments:
Ref: Student Information Handbook (5.6)
Student Signature:
If you are completing this form electronically, please type your name
as an acceptable form of your signature.
Date:
Assessment Result(tick √):Satisfactory
Unsatisfactory
 Resubmit
Ref: Student Information Handbook (5.6) Reassessment Appeals
NB: The rating of Competency can only be provided as a summative
assessment at the end of a unit.
Outcome recorded on Results sheet (tick
√): Yes
Date entered:
By whom:
Results are entered into the electronic Results Sheet
Assessor Feedback and Comments to Student:
Assessor Name (printed): Date received:
Assessor Signature (signed):
Ref: Trainer and Assessor requirements as listed in the Sessional Trainers and Assessors Policy and the Policy – Guidelines for
Planning and Conducting VET Assessment & Student Assessments Policy.
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BSBLDR403 – Lead team effectiveness
Assessment 3Team Project Plan
Team project plan
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
You must lead your team in order to identify, establish and document team purpose,
roles, responsibilities, goals and objectives. You must engage the team to develop a
plan which will enable them to incorporate innovation and productivity measures to
meet expected work outcomes. Your plan must be aligned with organisational goals
and objectives.
Assessment description
In this assessment task, you are required to identify a goal, form a team to meet that
goal, and create a plan in order to achieve expected team outcomes.
The mechanism that will underpin the team development will be a project. In the
workplace, teams commonly form around projects to complete the outcomes, and
then adjourn. The difference between a successful and unsuccessful project is often
team effectiveness.
You are required to select a project to work on with your team. You will need to
recruit two or more people to be your team members. You need to demonstrate your
leadership ability to your team, who can be work colleagues, educational colleagues,
family or personal friends/acquaintances. You must engage team members to
incorporate innovation and productivity measures in your work plans and support
your team in meeting expected outcomes.
Procedure
1. Choose a project to be undertaken in your work place OR (if you are currently
not able to undertake a project in your work place) complete the assessment in
the case study in Appendix 1A.
2. If you are choosing a project tin your workplace, provide an outline of this in
Appendix template 1B. You will be of this assessment task to use as the basis
for your team project.
3. Obtain approval of your trainer and assessor for your choice of project and from
your workplace supervisor / management.
4. Organise your team. You will need to choose two (2) or more team members to
assist you, and you will need to inform them of what to expect through their
involvement.
5. Establish, document and agree on the team’s purpose and what the team
needs and wants to achieve.
6. Agree, share and communicate roles and responsibilities within the team.
7. Ensure each person in the team has an opportunity to demonstrate leadership.
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BSBLDR403 – Lead team effectiveness
Assessment 3Team Project Plan
8. Devise a project plan. Conduct a team meeting to develop a plan with your
team (take minutes of this team meeting) that includes the following elements.
a. Project plan – This includes goals and objectives, deliverables
(incorporating workplace innovation and productivity measures; record
new ideas and achieved improvements on the balanced scorecard), and
a communications and reporting plan.
i. You may use the minutes template at the end of this assessment
task or you may create your own (see Appendix 2 to this task).
ii. Decide with your team how you will monitor and review your plan
during the course of the project. You must decide when you will
meet to review your team’s progress and what kinds of progress
reports will be generated. This information should be recorded in
the communications and reporting plans.
b. Tasks and resources required – You must agree with your team on the
tasks that must be carried out, the resources that will be necessary, and
which tasks may be considered milestones. You may use any of the
following templates to aid in this process; or create your own planning
tools:
i. task list (Appendix 3 to this task)
ii. Gantt chart (Appendix 4 to this task)
iii. milestone chart (Appendix 5 to this task).
c. Team and personal work schedules – Decide who will do what tasks and
when they need to be completed.
i. You may use the work schedule template at the end of this
assessment task or create your own (see Appendix 8 to this task).
ii. Inform your team members that they can also create their own
personal work schedules. You may use the template at the end of
this assessment task (see Appendix 8).
iii. Demonstrate your leadership skills by supporting team members to
set schedules and meet expected outcomes
d. Optional – Skills matrix – Identify the training needs of your team.
Demonstrate leadership by modelling examples of skills and supporting
team development of skills, particularly exploring innovation/productivity
measures. You may use the template at the end of this assessment task
or create your own (see Appendix 6).
e. Optional – Training planner – Plan training where necessary for each of
your team members. You may use the template at the end of this
assessment or create your own (see Appendix 7).
f. Optional – Innovation and productivity measures may be included.
g. Optional – Coaching/mentoring your team members offers you the
opportunity to ensure that they can carry out the tasks that you assign
them.
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BSBLDR403 – Lead team effectiveness
Assessment 3Team Project Plan
9. You will need to meet with management (your assessor) to:
a. present your project plan, discuss the project’s progress and gather
feedback to relay to the team in Assessment Task 2
b. talk about the importance of maintaining communication throughout the
duration of the project
c. gain approval for the project plan.
10. Submit all documentation to your assessor as per the specifications below.
Make sure to keep a copy for your records.
Student Deliverables
You must:
● participate in a team project planning meeting
● participate in a meeting with management (assessor)
● submit:
● a project plan, with goals and objectives, deliverables and communications
● a portfolio of supporting information and at least one project management
tool, such as schedules, action plans, Gantt or milestone charts, your record
of addressing innovation and productivity measures, your gap analysis
and/or skills matrix, and training planners for each team member
● a team work schedule
● a completed meeting agenda and meeting minutes of your team planning
meeting.
Your assessor will be looking for evidence of:
● consultation with team members in order to establish clear team purpose, roles,
responsibilities, goals and objectives
● engagement of team members to incorporate innovation and productivity
measures in work plans
● your providing opportunities for your team members to participate in planning,
decision-making and problem-solving
● leadership (facilitation) of the work team to encourage others to take
responsibility for their own work and to assist team members in undertaking
required roles and responsibilities
● your contribution to the work team serving as a role model for other team
members
● knowledge of organisational goals, objectives and plans
● open communication with management (assessor) at all times.
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BSBLDR403 – Lead team effectiveness
Assessment 3Team Project Plan
Appendices
Appendix 1A: Case study
Case study 4: Fernwood Pharmacy
The following document is an excerpt from Fernwood Pharmacy’s
business plan.Fernwood Pharmacy Business Plan
Fernwood Pharmacy is an innovative, professional business tailored for the rural
demographic. Fernwood Pharmacy is an innovative company that was established
by three registered pharmacists.
Fernwood provides tailor-made services for the immediate community and for
those more remote areas in Australia where health services are deteriorating and
the opportunity for business growth exists. This is achieved by compounding
specialist lines, and promoting this type of care to consumers and health
prescribers, including doctors, dentists and other health care professionals.
Fernwood values innovation and this is reflected by its focus on the diverse roles of
a pharmacist, with the objective of strong returns for its shareholders.
1.1 Objectives
The objectives for the first three years include the following.
● Enhance community understanding about compounding pharmacy and its
services.
● Increase the number of customers by more than 30% per year.
● Develop a business that survives off its own cash flow.
● Initiate and facilitate a community committee by the end of the first year of
business.
● Make Fernwood Pharmacy the leading pharmacy in Western Australia by
offering knowledgeable and professional customer service. Customer service
will be measured through repeat business (our goal is that 70% of our
customers will return within six months for an additional purchase).
1.2 Mission
Fernwood Pharmacy will:
● be the pioneers of individualised health care for rural communities in Western
Australia
● strengthen relationships with our local health care professionals and other
health care facilities in order to gain greater community presence as the
destination rural compounding pharmacy
● be recognised as the leading rural compounding pharmacy as we expand our
business into other rural regions of Australia
● employ innovative strategies to attract and retain talented staff in order to
maintain a professional and positive work culture
● strengthen community ties by way of a community liaison committee and
participation in community events.
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BSBLDR403 – Lead team effectiveness
Assessment 3Team Project Plan
Your project, should you choose Fernwood Pharmacy:
You are the team leader of a team of market research consultants. Fernwood
Pharmacy has employed your organisation to create a customer satisfaction survey
for their company.
The following chart displays the organisational structure of your company, Southbank
Market Research.
Your team must provide the following:
● a tailor-made customer satisfaction survey consisting of ten questions. Please
provide one A4 copy in printed format as a sample for viewing.
● details regarding how the data will be collected (telephone, internet, mail, in-
store feedback questionnaires, etc.)
● description of the format in which the results will be presented
● an estimate of the required number of surveys to be distributed
● an estimate of the total cost of the service.
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Assessment 3Team Project Plan
Appendix 2: Team meeting minutes template
Date: 7/03/2018 Time: 11 A.M
Attended by: The project team leader
Apologies:<please fill>
To: The executives
Cc: Business Analyst
Item/Issue Outcome/action When Who
Weak relationship
between the community
and the local health
care professionals
To strengthen the
relationship between the
community and the rest of
the local heath care
service providers
At the
project
initiation
phase
Project
manager
Lack of business
strategy
Fernwood Pharmacy
should develop business
level strategies to
recognize it as a leading
rural health care
compound pharmacy
Project
planning
phase
Project
manager
Lack of innovative
strategies
The company should
arrange on job training for
their employees
Planning
phase
Project
manager
Weak community
liaison
Strengthen the liaison
committee
Planning
phase
Business
analyst
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Assessment Task 3Team Project Plan BSBLDR403 – Lead team effectiveness
Appendix 3: Task list template
WBS Task Name Duration Start Finish Predecessors
Type
(Sequential/Parallel
)
Dependent
on
Resources
required
0
Business plan
development for
Fernwood Pharmacy
71 days Tue 7/3/18 Tue 10/9/18
A 1 Project strategic planning
phase 5 days Tue 7/3/18 Mon 7/9/18 Sequential Team lead
B
2
Enforcement and
compound committee
development for Fernwood
Pharmacy
6 days Tue 7/10/18 Tue 7/17/18 1
Sequential A
Business
analyst
C 3 Feasibility study 5 days Wed 7/18/18 Tue 7/24/18 2 Sequential B finance
manager
D
4 Strengthening patient
consultation 6 days Wed 7/18/18 Wed 7/25/18 2 Parallel
B health care
associates ,
physician
E 5 Operational planning 8 days Wed 7/25/18 Fri 8/3/18 3 Sequential C business
analyst
F 6 Evaluating pharmacy level
technologies 4 days Mon 8/6/18 Thu 8/9/18 4,5 Parallel D,E health care
associates
G 7 Collaboration with the
stakeholders 3 days Fri 8/10/18 Tue 8/14/18 6 Sequential F health care
associates
H 8 Business planning 3 days Wed 8/15/18 Fri 8/17/18 7 Sequential G business
analyst
I 9 Specification of the
pharmacy service 6 days Mon 8/20/18 Mon 8/27/18 8 Sequential H project
manager
J 10 Promoting board
initiatives 5 days Tue 8/28/18 Mon 9/3/18 9 Sequential I resource
manager
K 11 Organizational planning 6 days Tue 9/4/18 Tue 9/11/18 10 Sequential J health care
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Assessment Task 3Team Project Plan BSBLDR403 – Lead team effectiveness
associates
L
12
License committee
legislation and regulation
committee
6 days Wed 9/12/18 Wed 9/19/18 11
Sequential K resource
manager
M 13 Hiring expert physician 8 days Thu 9/20/18 Mon 10/1/18 12 Sequential L physician
N 14 Contingency planning 6 days Tue 10/2/18 Tue 10/9/18 13 Sequential M project
manager
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Assessment Task 3Team Project Plan BSBLDR403 – Lead team effectiveness
Appendix 4: Gantt chart template
Day/week/month
Activity 1 2 3 4 5 6 7 8 9 10
Project strategic planning phase 
Enforcement and compound committee development for
Fernwood Pharmacy

Feasibility study  
Strengthening patient consultation 
Operational planning 
Evaluating pharmacy level technologies 
Collaboration with the stakeholders  
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Assessment Task 3Team Project Plan BSBLDR403 – Lead team effectiveness
Business planning  
Specification of the pharmacy service 
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