AUR50116 BSBMGT502: Performance Management Project

This project, completed for the Brighton Institute of Technology's Diploma of Automotive Management (AUR50116) under the BSBMGT502 unit, focuses on managing people performance. The assessment includes a project/role play centered on performance management, analyzing a case study of BDS Auto Care. The project requires developing an operational plan, performance management plan, and performance development plan. It also involves a coaching session evaluation and a self-reflection component. The project incorporates a case study on a disciplinary process and written questions to assess understanding. Appendices provide detailed information on the case studies, plans, and evaluation sheets, offering a comprehensive approach to performance management strategies within an automotive business context. The project also covers key performance indicators (KPIs), and the importance of employee motivation, training and the GROW model.

BRIGHTON INSTITUTE
OF TECHNOLOGY
CRICOS Provider Code 02552G RTO No 21438
Version 1 Feb 2017, Next Review Feb 2018 BIT BSBMGT502 Student Assessment Work Book (AUR50116)
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STUDENT ASSESSMENT
WORKBOOK
Unit Code: BSBMGT502
Unit Name: Manage People Performance
Brighton Institute of Technology
AUR50116 –Diploma of Automotive Management

BRIGHTON INSTITUTE
OF TECHNOLOGY
CRICOS Provider Code 02552G RTO No 21438
Table of Contents
ASSESSMENT TASK 1 – PROJECT/ROLE PLAY (PERFORMANCE MANAGEMENT)..........................................4
APPENDIX 1: CASE STUDY – BDS AUTO CARE......................................................................................................4
APPENDIX 2: OPERATIONAL PLAN.....................................................................................................................6
APPENDIX 3: PERFORMANCE MANAGEMENT PLAN................................................................................................9
APPENDIX 4: PERFORMANCE DEVELOPMENT PLAN..............................................................................................10
APPENDIX 5: COACHING SESSION – OBSERVER’S EVALUATION SHEET.......................................................................11
COMMENTS/FEEDBACK TO COACH..........................................................................................................................12
APPENDIX 6: COACHING SESSION – COACH’S SELF-REFLECTION SHEET......................................................................13
ASSESSMENT TASK 2 CASE STUDY (DISCIPLINARY PROCESS)....................................................................15
APPENDIX: CASE STUDY – SAM’S TERMINATION.................................................................................................15
ASSESSMENT TASK 3 WRITTEN QUESTIONS.............................................................................................18
REFERENCE LISTS.....................................................................................................................................23
ASSESSMENT SUMMARY SHEET
The section below is to be filled in by the student
Student Name:
Student ID No:
Completion Date:
Unit Code and name
Student Declaration: I declare that the work submitted is
my own, and has not been copied or plagiarized from any
person or source, apart from where I have listed or
referenced documents. I have been provided with all the
pre-training information related to this unit. I have read
and understood all the information and I am ready to be
assessed. I am aware that I will be provided with the
feedback on the outcome of the unit after 14 days of the
submission. I am also aware of my appeal rights.
Name:
_______________________
Signature:
_______________________
Date: ____/_____/___
The section below is to be filled in by the Trainer/Assessor
Legends used: S = Satisfactory, NS = Not Satisfactory, Result
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BRIGHTON INSTITUTE
OF TECHNOLOGY
CRICOS Provider Code 02552G RTO No 21438
 Assessment Task 1 S | NS
 Assessment Task 2 S | NS
 Assessment Task 3 S | NS
Final Assessment Result for this unit C / NYC
Feedback:
________________________________________________________________________________
________________________________________________________________________________
Assessor Declaration: I declare that I have conducted a fair, valid, reliable and flexible assessment
with this student, and I have provided appropriate feedback. I also declare that I have done the
plagiarism and authenticity check.
Name:______________________ Signature: _________________Date: ____/_____/_____
Assessment Task 1 – Project/Role play (Performance
Management)
Appendix 1: Case study – BDS Auto care
At your first meeting, you need to discuss the following issue:
You need to determine what the source of his negativity is and plan his performance management.
In your one-on-one session with Tony you need to come to a resolution of a way forward and get
Tony fully ‘on board’.
Answer: BDS Auto Care is a family owned business that develops and produces solution for
automotive industry. With growing economy, there is opportunity to grow strategically by
investment. For the purpose of expansion, the company needed to integrate operational plan for
provider wider accessibility to store open timings, greater customer care, staff expansion and
policies (Cai, 2009). The key people in the branch of the company are Tony (Supervisor) and Marie
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Entered onto Student Management
Database
Initials ___________ Date___________

BRIGHTON INSTITUTE
OF TECHNOLOGY
CRICOS Provider Code 02552G RTO No 21438
(Bookkeeper/Administrator). Tony had been feeling negative, source for which can be determined
to be inappropriate pay structure I n the company. Though the Company plans on expanding yet, it
does not aim at increasing pay structure of its employees and staff. Performance management plan
for Tony needs to include steps to motivate him, by more recognition for his role. He feels as if a
any other part in the company and not someone critical, who could drive performance. In one-to-
one session with Tony, a resolution for way forward such that he can be brought on-board fully has
to be ascertained. Resolution plan needs to integrate steps for enhancing productivity, also
engagement in his job role. It has to be ascertained that his involvement within organization
increases and his usage of internet reduces. Monitoring of his performance will allow overseeing
any time that he allocates for other duties or for his personal work.
One-to-one Meeting:
Being the manager and having one to one meeting with staff members, program that are outlined in
the Performance Management Plan has to be highlighted. Details of such programs includes
operations that staffs needs to integrate to cater to increased roles and responsibilities at the
organization (Ferreira, 2009). For every role key results areas that are desired has to be highlighted
along with indicators that reflects successful performance. A brief review period for performance
has to be ascertained for the performance plan as well.
a. Resolving of issues outlined in Employee profiles has to be attended. As Tony requires a
motivation and engagement sessions. Marie needs an induction training to get more hands-
on expertise. Conducting coaching session will help address Employee issue and will also
help the Employee. Coaching session will include a training program aimed at greater
success in performance areas within appropriate review period.
b. KPI results are integral to be generated from team’s performance, hence appropriate
measures to calculate such scores has to be taken. KPI for operational teams is aimed at
better performance levels of employees for catering to increased schedules of the store, aim
to customer satisfaction, integration of green initiative by the Company.
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BRIGHTON INSTITUTE
OF TECHNOLOGY
CRICOS Provider Code 02552G RTO No 21438
c. Individual report on progress for individual Employee can be understood by means of
chatting with them. Every employee faces separate issue, which can only be handled
separately. This meeting will further help and raise awareness amongst employees to the
concept of team achievement.
d. Performance Development Plan can be completed on basis of outcomes of one-to-one
session and sign-in agreement. The Plan highlights major subjects that needs to be attended
during operations of individual employees.
e. Performance review notes once completed can be placed in Employee’s file for better record
of performance. This file can be kept as a record and accessed once required by the
organization for developmental purposes.
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BRIGHTON INSTITUTE
OF TECHNOLOGY
CRICOS Provider Code 02552G RTO No 21438
Appendix 2: Operational plan
Operational goals Team goals Progress
Goal Focus KPI Reas
on/
barri
ers
Team Deliver
able
Goal KPI Du
e
1 2 3 4 5 6
Greater
Operati
onal
Succes
s
Custo
mer
Satisfa
ction
Attain
85%
custom
er
satisfa
ction
rates
Expansi
on in
new
services
Operatio
nal Team
Efficient
operation
s
Cater
operation
s
successf
ully
90%
operatio
ns
3
mon
ths
Achie
ved
70%
Achie
ved
50%
Achie
ved
75%
Achie
ved
80%
Achie
ved
60%
Achie
ved
85%
Customer
Service
Team
Attend to
customer
and
provide
them
services
Attend
customer
calls and
in-front
efficientl
y
85%
custome
r
satisfact
ion
6
mon
ths
Achie
ved
50%
Achie
ved
40%
Achie
ved
70%
Achie
ved
90%
Achie
ved
80%
Achie
ved
70%
Manufact
uring
Manufac
ture
Manufac
ture with
Manufa
cture
6
mon
Achie
ved
Achie
ved
50%
Achie
ved
30%
Achie
ved
75%
Achie
ved
65%
Achie
ved
75%
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BRIGHTON INSTITUTE
OF TECHNOLOGY
CRICOS Provider Code 02552G RTO No 21438
Team equipme
nt and
machiner
ies well
appropri
ate parts
without
errors
using
same
country
product
s
ths 60%
Green
Initiati
ve
Abide
by all
green
endeav
our
ascerta
ined by
the
compa
ny
New
initiative
taken by
the
organiza
tion
Manufact
uring
Team
Accomm
odate
new
standards
Set new
manufact
uring
patterns
Adhere
to
quality
set by
green
initiativ
e team
9
mon
ths
Achie
ved
40%
Achie
ved
60%
Achie
ved
70%
Achie
ved
80%
Achie
ved
90%
Achie
ved
75%
Accounta
nt Team
Allocate
finances
for
purchase
of right
equipme
nt
Allocate
finances
effectivel
y for
meeting
green
initiative
Allocat
e 70%
of
required
finances
at one
go
3
mon
ths
Achie
ved
30%
Achie
ved
40%
Achie
ved
50%
Achie
ved
75%
Achie
ved
65%
Achie
ved
70%
Productio
n Team
Produce
parts
efficientl
Produce
using
green
Cater to
standar
ds 80%
6
mon
ths
Achie
ved
70%
Achie
ved
35%
Achie
ved
55%
Achie
ved
60%
Achie
ved
70%
Achie
ved
85%
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BRIGHTON INSTITUTE
OF TECHNOLOGY
CRICOS Provider Code 02552G RTO No 21438
y initiative
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Appendix 3: Performance management plan
Name/position: Manager: Review
period:
Reference from
Operational
Plan
Key result area Indicator of
success/
performance
By
when
Statu
s
repor
t
Customer Service Customer
Satisfaction 85%
High satisfied
customers
6
months
12
months
Operation Delivery Operational
Satisfaction 80%
Satisfied customers
with effective
operations
3
months
6
months
Manufacturing
Delivery
Manufacturing
Delivery 85%
Effective
manufacturing with
maximum 10%
error
6
months
12
months

BRIGHTON INSTITUTE
OF TECHNOLOGY
CRICOS Provider Code 02552G RTO No 21438
Manager’s comments
Performance evaluation has led to valuable insights
regarding demands of performance that is required. Staff
training and induction needs to be conducted for further
valuable insights.
Signature
Date
Staff member’s comments
Performance evaluation has affected delivery of services,
helping in concentration of goals towards better
achievements.
Signature
Date
Appendix 4: Performance development plan
Name/position: Manager: Review
period:
Skills to be
developed:
How skills are to be
developed:
Priori
ty
(H,M,
L)
By
When
?
Skills
gaine
d
(Y/N)
Faster and
effective
operations
Training and induction H 3
months
Y
Better customer
service
Training and service quality
monitoring
H 6
months Y
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BRIGHTON INSTITUTE
OF TECHNOLOGY
CRICOS Provider Code 02552G RTO No 21438
Green initiative
manufacturing
Training and monitoring H 9
months
Y
Manager’s comments
Staff performance has been affected by training programs
and inductions. Further monitoring and performance
evaluation is necessary.
Signature
Date
Staff member’s comments
Through training and induction exact delivery for particular
jobs is understood well. It helps in catering to performances
effectively.
Signature
Date
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BRIGHTON INSTITUTE
OF TECHNOLOGY
CRICOS Provider Code 02552G RTO No 21438
Appendix 5: Coaching session – Observer’s
evaluation sheet
Coach’s name Phone
no.
Observer’s
name
Phone
no.
Assessment
site
Coaching
date/s Time/s
Employee’s
name
Phone
no.
Standard of performance
Satisfacto
ry
Yes No
Did the coach utilise the GROW model for coaching his or her employee? Yes
Did the coach identify the performance issue? Yes
Did the coach utilise a number of communication skills to reflect and
clarify the employee’s answers?
● active listening
● clarifying
● summarising
Yes
Did the coach ask probing questions? No
Did the coach allow the employee time to think before replying to
questions?
No
Did the coach use body language cues to help put the employee at ease? No
Did the coach acknowledge the employee during the coaching session
using positive feedback?
Yes
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