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BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 1 Assessment Workbook BSBLDR522 Manage people performance Copyright and Disclaimer No part of this resource may be reproduced, stored in a retrieval system or transmitted via any electronic means or otherwise without the prior written permission of Lexis Training (LT). LT gives permission to its students to reproduce in print format, one copy of this manual for their own educational use. Information contained in this resource is drawn from a number of different sources of information believed to be reliable. LT and its employees do not warrant the correctness of the sources used and accept no responsibility to any person for any errors or omissions or for any loss or damage howsoever caused from the use of this resource. Version Control and Amendment History BSBLDR522 – Manage people performance Reason for Review Release Date Version Details Initial Release 19/10/2021 V1.0221 Written in line with the BSB Business Services Training Package Version 7.0, released 19/10/2020 BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 2 Table of Contents Learner Assessment Information..........................................................................................................5 Overview......................................................................................................................................5 Active Participation.......................................................................................................................5 Assessment Types.........................................................................................................................5 Written Work................................................................................................................................5 Feedback to the Learner...............................................................................................................6 Competency Outcome..................................................................................................................6 Additional Evidence......................................................................................................................6 Academic Integrity........................................................................................................................7 Plagiarism.....................................................................................................................................7 Collusion.......................................................................................................................................7 Confidentiality..............................................................................................................................7 Recognition Prior Learning............................................................................................................8 Assessment Appeals Process........................................................................................................8 Reasonable Adjustment................................................................................................................8 Principals of Assessment and Rules of Evidence...........................................................................8 AQF Level......................................................................................................................................9 Pre-Assessment Requirements.....................................................................................................9 Instructions for Assessors...................................................................................................................10 Written Assessments..................................................................................................................10 Accessing Intranet Pages and External Links........................................................................................11 Assessment Agreement.......................................................................................................................12 Short Answer Questions.............................................................................................................14 Practical Assessment...................................................................................................................18 Your State/Territory................................................................................................................19 Case Study Assessment...........................................................................................................20 Case Study Overview...............................................................................................................20 Case Study 1: Team Member Check-ins..................................................................................22 Case Study 2: Team Member Performance Improvement Planning......................................25 Case Study 3: Team Member Performance Improvement Monitoring..................................28 BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 3 Workplace Project Assessment...............................................................................................31 Project Overview.....................................................................................................................31 Task 1: Work Plan....................................................................................................................33 Task 2: Risk Plan......................................................................................................................35 Task 3: Plan for Performance Management Training..............................................................36 Task 4: Deliver Performance Management Training...............................................................38 Task 5: Performance Evaluation..............................................................................................39 Task 6: Performance Development Plan.................................................................................40 Task 7: Performance Excellence Recognition..........................................................................41 Assessment Workbook Checklist.................................................................................................42 Record of Assessment.................................................................................................................45 BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 4 Learner Assessment Information Overview Prior to commencing this assessment task, your trainer/assessor will explain in detail the requirements of these assessment tasks. Please consult with your trainer/assessor if you have any questions relating to the requirements of these assessments. It is important that you understand and adhere to the assessment requirements and address each assessment task in full. If any of the required tasks are not fully addressed, then you will be required to resubmit this assessment. Your trainer/assessor will remain available to support you throughout the assessment process. Active Participation It is a condition of enrolment that you actively participate in your studies. Active participation is attending classes and completing all of your assessment tasks on time. Assessment Types Direct observation Portfolios/projects Question and answers (verbal or written) Presentations a. The assessment tasks in this workbook assess aspects of all the elements, performance criteria, skills and knowledge and performance requirements of this unit of competency. To demonstrate competence in this unit you must undertake all required activities in this workbook and have these tasks deemed satisfactory by yourtrainer/assessor. If you do not answer some questions or perform certain tasks, you will be deemed to be Not Yet Satisfactory; your trainer/assessor may ask you supplementary questions to determine your competence. Once you have demonstrated the required level of performance, you will be deemed Competent in this unit. As part of the assessment process, all learners must abide by any relevant assessment policies as provided during your classes. If you feel you are not yet ready to be assessed or that this assessment is unfair, please contact your assessor to discuss your options. You have the right to formally appeal any outcome and, if you wish to do so, discuss this with your trainer/assessor. Written Work Assessment tasks are used to measure your understanding and underpinning skills and knowledge of the overall unit of competency. When undertaking any written assessment tasks, please ensure that you address the following criteria: BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 5 Address each question including any sub-points Demonstrate that you have researched the topic thoroughly Cover the topic in a logical and structured manner Your assessment tasks are well presented, well referenced and word processed Your assessment tasks include your full legal name on each and every page and the unit code Assessments must be typed using document software such as (or similar to) MS Office Handwritten assessments will not be accepted (unless, prior written permission is given) Feedback to the Learner Feedback on a learners’ assessment performance is a vital element in their learning. Its purpose is to justify to learners how their competency was assessed, as well as to identify and reward specific qualities in their work, to recommend aspects needing improvement, and to guide learners on what steps to take. Feedback should: • Guide learners to adapt and adjust their learning strategies • Guide trainers/assessors to adapt and adjust their teaching to accommodate a learners’ needs • Be a pivotal feature of learning and assessment design • Focus on course and unit learning outcomes • Guide learners to become independent and self-reflective learners and improve their own self awareness • Acknowledge the developmental nature of learning. Competency Outcome There are two outcomes of assessments: o S = Satisfactory o NYC = Not Yet Competent - requires more training and experience Once the learner has satisfactorily completed all the tasks for this unit the learner will be awarded “Competent” (C) or “Not yet Competent” (NYC) as the overall unit of competency result. If you are deemed “Not Yet Competent” you will be provided with feedback from your assessor and will be given another chance to resubmit your assessment task(s). Please refer to your VET Learner Handbook for further information. Additional Evidence If we, at our sole discretion, determine that we require additional or alternative information/evidence in order to determine competency, you must provide us with such information/evidence, subject to privacy and confidentiality. We retain this right at any time, including after the submission of your assessments. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 6 Academic Integrity Academic Integrity is about the honest presentation of your work. It means acknowledging the work of others while developing your own insights, knowledge, and ideas. As a learner, you are required to: Undertake studies and research responsibly and with honesty and integrity Ensure that your work is in no way falsified Seek permission to use the work of others, where required Acknowledge the work of others appropriately Take reasonable steps to ensure other learners cannot copy or misuse your work Plagiarism Plagiarism is taking and using someone else's thoughts and writings and representing them as your own. Plagiarism is a serious act and may result in a learner’s exclusion from their course of study. If you have any doubts about including the work of others in your assessment, please consult your trainer/assessor. The following list outlines some of the activities that may be considered as plagiarism: Presenting any work by another individual as one's own unintentionally Handing in assessments that are similar to or copied from another learner Presenting the work of another individual or group as your own work Handing in assessments without the adequate acknowledgement of sources used, including assessments taken totally or in part from the internet If it is identified that you have plagiarised within your assessment, then a meeting will be organised to discuss this with you, based on this meeting further action may be taken accordingly. Collusion Collusion is the presentation by a learner of an assessment as their own that is, in fact, the result in whole or in part of unauthorised collaboration with another person or persons. Collusion involves the cooperation of two or more learners in plagiarism or other forms of academic misconduct and, as such, both parties are subject to disciplinary action. Collusion or copying from other learners is not permitted and will result in a NYC grade. Confidentiality We will treat anything, including information regarding your job, workplace, employer, with strict confidence and in accordance with the law. However, you are responsible for ensuring that you do not provide us with anything regarding any third party including your employer, colleagues, and others, that they do not consent to the disclosure of. While we may ask you to provide information or details about aspects of your employer and workplace, you are responsible for obtaining BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 7 necessary consents and ensuring that privacy rights and confidentiality obligations are not breached by you in supplying us with such information. Recognition Prior Learning Learners will be able to have their previous experience or expertise recognised on request. Assessment Appeals Process If you feel that you have been unfairly treated during your assessment, and you are not happy with your assessment and/or the outcome as a result of that treatment, you have the right to lodge an appeal. You must first discuss the issue with your trainer/assessor. If you would like to proceed further with the request after discussions with your trainer/assessor, you can lodge your appeal with the VET Manager, in writing, outlining the reason(s) for the appeal. Please refer to the VET Student Handbook for further information. Reasonable Adjustment We recognise the need to make reasonable adjustments within our learning and assessment environments to meet your individual needs. If you need to speak confidentially to someone regarding your individual needs please contact your trainer/assessor. It is important to note the following points: Academic standards of the unit/course will not be lowered to accommodate the needs of any student, but there is a requirement to be flexible about the way in which it is delivered or assessed If a reasonable adjustment is required trainer/assessors will need to complete the “Reasonable Adjustment Strategies Matrix” to ensure the explanation and correct strategy have been recorded and implemented Principals of Assessment and Rules of Evidence All assessment tasks will ensure that the Principles of Assessment and Rules of Evidence are adhered to. The Principles of Assessment are that the assessment must be valid, fair, flexible, reliable, and consistent. The Rules of Evidence state that evidence must be sufficient, valid, current, and authentic. AQF Level AQF levels and the AQF levels criteria are an indication of the relative complexity and/or depth of achievement and the autonomy required to demonstrate that achievement. BSBLDR522- Manage people performance Assessment Workbook V1 02.21 8 All assessment tasks must ensure compliance with the requirements of AQF level and the AQF level criteria. For more information, please visit http://www.aqf.edu.au/. For further information regarding this unit go to https://training.gov.au/Training/Details/BSBLDR522 Pre-Assessment Requirements Our pre assessment requirements help learners to determine if they are ready for assessment. Your trainer and assessor must review the below points with the learner before the learner attempts the assessment task. If any points are incomplete or not clear to the learner, the trainer and assessor must provide relevant information to the learner to ensure they understand the requirements of the assessment task. The learner must ensure they are ready for the assessment task before undertaking it. Please see below requirements: Completed the necessary prior learning before attempting this observation assessment Ensure your trainer and assessor has clearly explained the assessment process and tasks to be completed Ensure that you understand what evidence is required to be collected and how You aware of your rights and the Complaints and Appeal processes Please make sure you discuss any special requirements that need to be considered during the assessment with your trainer and assessor Ensure that you have all the required resources needed to complete the Assessments You are aware of the due date of these assessment tasks In exceptional (compelling and compassionate) circumstances, an extension to submit an assessment can be granted by the trainer/assessor. Evidence of the compelling and compassionate circumstances must be provided together with your request for an extension to submit your assessment work BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 9 https://training.gov.au/Training/Details/BSBLDR522 http://www.aqf.edu.au/ Instructions for Assessors Written Assessments Learners are required to complete each assessment task in full, once all questions are complete and the assessment has been submitted for marking, assessors must undertake the following steps: Provide feedback where appropriate throughout the assessment. Note the quality and accuracy of the responses provided and make a judgement on whether the assessment is Satisfactory or Not Yet Satisfactory. Complete the Competency Record and note the assessment outcome and attempt number and provide general feedback for the student. Complete and upload the Competency Record to the Lexis Learning Hub. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 10 Accessing Intranet Pages and External Links Throughout this workbook, you will be asked to access specific pages from the simulated business, Bounce Fitness. Links to these pages are formatted in Blue Text. To access these, hold the Ctrl key for Windows users while clicking on these links. For Mac users, directly click the link. The simulated business, Bounce Fitness, can be accessed by going to http://bouncefitness.precisiongroup.com.au. Login to Bounce Fitness using the username and password provided by your Registered Training Organisation (RTO). BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 11 http://bouncefitness.precisiongroup.com.au/ Assessment Agreement Instructions: Complete this section in the Learner Assessment Pack for each learner. 1. Discuss each section of the Assessment Agreement with the learner to identify the Delivery Method and Assessment Pathway to be undertaken (refer to the Practical Assessment), and to ensure that the Assessment Conditions are present in the assessment environment. 2. Tick each section as applicable to the learner’s situation. 3. Have the learner and you sign the confirmation at the end of this agreement. Please tick at least one of the following for each section: Delivery Method Classroom Small Group One-on-One Online Other (please describe) Assessment Pathway (for Practical Assessment) Learner’s Organisation (Pre-assessment meeting conducted) Simulated Workplace Environment (Contextualised by RTO) BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 12 Assessment Conditions Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to: legislation on performance management workplace documentation and resources for performance management and review. Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards. I confirm that the activities and assessment completed as part of this unit are my own work, and comply with all relevant copyright and plagiarism rules. I understand that if there is any doubt of the authenticity of any piece of my assessment, I can be orally examined, and the signatory of evidence records may be contacted. Learner’s name WILLIAM JONATHAN BUTLER Learner’s signature Date Assessor’s name Assessor’s signature Date End of Assessment Agreement BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 13 Tasks Complete all tasks in this assessment as instructed. If you have questions, consult with your assessor. Short Answer Questions Question 1 Complete the table below: a. Identify at least three services that Human Resource (HR) personnel can provide to support an organisation’s employees’ performance development. b. Briefly explain how the identified service supports employee performance development. HR Service for Providing Support Explanation on How the Service Supports Employee Performance Development a. Evaluate Your Work Evaluation of team performance after job assignment aids in the control of employee quality and performance, as well as the collection of essential data for strategic activities that aid professionals in their growth. b. Assign tasks. The allocation of work employs relevant information from the environment to allocate experts to activities that may be completed successfully and to provide employees with a sense of security and potential of success. c. Please provide feedback When the feedback is adequately organized by the services provided before it, it may give vital measurements, motives, and statistics to the employee that can help them improve their job quality. From organizational aids that orient employees to the company's metrics to technical aids that allow professionals to refocus their efforts for better results, there's something for everyone. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 14 Question 2 Access and review the Fair Work Act 2009: Fair Work Act 2009 https://www.legislation.gov.au/Series/C2009A00028 Ensure you access the most recently registered Act in the Series labelled ‘In force’. Answer the following questions about unfair dismissal and unlawful termination. b. Identify the eight criteria that the Fair Work Commission must take into account in determining whether a dismissal was harsh, unjust or unreasonable. i. Was there a reasonable basis for the dismissal, such as the person's talents or behaviour? ii. Was the reason communicated to you? iii. Was the person given an opportunity to reply to any reason linked to his or her capacity or behaviour? iv. Did the employer mention the potential of obtaining current support when discussing the dismissal? v. Was the employee talked about their poor performance before they were fired? vi. The extent to which the size of the organization has an impact on the methods used to terminate the employee. vii. The extent to which the absence of dedicated human resource management professionals or competence in theorganization might have an influence on the dismissal proceedings. viii. Any additional issues that the Commission deems important. c. An employer is considered to have followed due process for a dismissal if the employee was given procedural fairness. Define what procedural fairness means in the context of termination of employment. Procedural fairness refers to the procedure that allows an employee to fairly defend and justify their actions in response to a complaint. The approach entails alerting the employee, offering a chance for explanations, considering the information obtained, and determining a reasonable disciplinary sanction for the employee. d. Identify the grounds on which employment cannot be terminated, as set out in s. 772(1) of the Fair Work Act 2009. Temporary absence from employment owing to volunteer engagement during an emergency. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 15 A trade union's membership or non-membership. Filing a claim against an employer for claimed law or regulation violations. seeking office as an employee representative, or acting or having performed in such role. Pregnancy, race, color, sex, sexual orientation, age, physical or mental handicap, marital status, family or caregiving duties, pregnancy, religion, political opinion, national extraction or social origin absence from employment during maternity leave or other parental leave BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 16 Question 3 Complete the table below. a. Identify the following sources of information that can be used to determine training and development needs: at least two examples of organisational documents at least two examples of individuals and/or groups to consult b. Identify at least one type of information each source can provide regarding training and development needs. Sources of information Type of information each source provides Organisational documents Plans for a business To achieve the vision and goals, objectives and techniques must be followed. Operational strategy It explains how teams may help achieve the organization's vision and goals. Individuals or groups to consult Managers Information on the professional demands of your job field, as well as details about relevant functions. Governmental organizations Information about the law as it relates to labour practices. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 17 Question 5 Identify at least three appropriate training and development options to address the needs of the staff in each scenario present below. Scenario 1 A team member who is required to begin using a type of equipment they have not used before. a. The equipment that will be utilized in the task will be trained. b. Initial follow-up from a mentor who is familiar with the tool in their roles. c. For the first several months, keep an eye on how the equipment is being used. Scenario 2 A newly appointed team leader, with three direct reports, who does not have any previous people management experience. a. A one-on-one meeting is used to assess the team leader's interpersonal abilities. b. Training in personnel management with qualified specialists. c. Establishing regular feedback processes between direct reports and the team leader, with one of the goals being to better understand how to enhance managerial abilities. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 18 Practical Assessment The Practical Assessment is a set of tasks that must be completed in a workplace, or in an environment with conditions similar to that of a real workplace. To be assessed for this unit of competency, you must demonstrate your skills and knowledge to manage the performance of staff that are direct reports. The Practical Assessments in this workbook include: 1. Workplace Project Assessment A series of written practical tests assessing the learner’s practical knowledge and skills underpinning of the unit of competency. This includes the learner completing workplace documents or similar as evidence of competent performance. 2. Workplace Practical Observation A set of assessment tasks where the learner must demonstrate practical skills relevant to the unit of competency. These skills are to be demonstrated while being observed by the assessor. IMPORTANT! All signatures/initials in your submissions, including yours, must be handwritten and dated. Submissions with signatures/initials must be scanned. The supervisor/observer who completes and signs your evidence submissions must provide their real name, contact number, and email address for your assessor’s reference. Should you encounter issue or concerns regarding your assessment, contact your assessor. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 19 Your State/Territory Some tasks in this Practical Assessment require you to refer to performance management, including workplace relations, legislation and regulations applicable to the state/territory where the workplace to manage the performance of a team and individual members for this practical assessment is based or located in. For your assessor’s reference, indicate below which state/territory your workplace/organisation is based or located in by ticking the box that corresponds to your answer. When completing these tasks, refer to performance management legislation and regulations applicable to the state/territory you ticked below. The state/territory where your workplace/organisation is based or located in. Australian Capital Territory South Australia New South Wales Tasmania Northern Territory Victoria Queensland Western Australia BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 20 Case Study Assessment Case Study Overview This case study assessment requires you to provide informal and formal feedback, reward excellence and manage the poor performance of team members. This assessment is divided into three tasks: Case Study 1: Team Member Check-ins o Task 1: Feedback and Coaching Case Study 2: Team Member Performance Improvement Planning o Task 2: Performance Improvement Planning Case Study 3: Team Member Performance Monitoring o Task 3: Performance Improvement Monitoring This assessment includes detailed scenarios and simulated environments, providing all necessary information required to complete relevant tasks and activities, based on the simulated business, Bounce Fitness <http://bouncefitness.precisiongroup.com.au/>. Each task comes with a set of instructions. You are to follow and perform these instructions while being observed by the assessor and/or submit any required documentation. This will not require you to access a real workplace, however, some tasks to be completed are similar to those typically done in a real workplace. Before starting this assessment, your assessor will discuss with you these tasks, including instructions and guidance for satisfactorily completing them. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 21 http://bouncefitness.precisiongroup.com.au/ You are required to: Complete the tasks within the time allowed, as scheduled in-class roll. Provide feedback and coaching to team members. Plan for performance improvement. Monitor team member performance against improvement plans. Resources Required for Assessment Resources you need to access to complete the project assessment are outlined in the corresponding Assessor’s Checklist of each task. Discuss each requirement with your assessor before commencing with each task. They will organise the resources required for this assessment. Forms and Templates Forms and Templates are provided for each task. These can be accessed from the following link: BSBLDR522 Forms and Templates Review these forms and templates with your assessor beforestarting the task. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 22 https://bouncefitness.precisiongroup.com.au/supplementary-files/social-competence-bsbldr522/ Case Study 1: Team Member Check-ins You are currently working as a Centre Manager for Bounce Fitness, a dynamic fitness corporation centred on providing premier personal training services in Cairns, Brisbane, Sydney and Melbourne. You have reviewed the results from the recently conducted quarterly customer satisfaction survey, the third of four to be conducted for the year. The findings highlight some issues about the performance of two fitness instructors, Monica Lange and John Ward. Monica Lange Monica, a newly recruited team member, has received some great feedback from customers regarding her skills and knowledge as a fitness instructor. Most customers have provided her with a rating of ‘excellent’ as an instructor as they are well on the way to meeting or exceeding their goals. This means Monica is on track to exceeding her key performance indicator of an ‘excellent’ customer satisfactory rating of 60% by the end of the year (in three months’ time). A couple of customers, however, are feeling pressured at the end of sessions into booking additional private sessions and joining classes, despite being on track to meet their goals. One customer stated she felt Monica is making assumptions about what was best for her instead of carefully listening to what she wanted. As a result, Monica is not meeting the requirements of the Customer Service Standard Policy. By the end of the year, Monica must demonstrate the ability to meet each of the requirements of Customer Service Standard Policy. You feel that Monica is an extremely skilled and enthusiastic fitness instructor but needs to understand Bounce’s approach to being customer-centred, which involves making sure the customers are the one who makes the decisions about their needs and plan, and in making any adjustments to goals. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 23 John Ward John has always been popular with customers, working with them to develop and achieve their goals. He works mainly one on one with customers, rarely taking classes. The latest survey’s findings reveal that many of his customers rated John as a ‘good’ instructor, none considered him to be ‘excellent’ and a few rated him as ‘satisfactory’. One of John’s key performance indicators is to achieve, by the end of the year, an ‘excellent’ customer rating of 90 per cent. The indicator was not unrealistic as John has received ratings in the high 80s for the past two years. Previous survey results and the current results indicate John will not be able to meet the standard. Some responses indicate that John has not been very enthusiastic. One customer stated he was ‘uninterested’, another that he was ‘bored’ and a new customer is considering asking for a new instructor because they don’t feel motivated by John. In line with the requirements of the Bounce Performance Management Policy and Procedure, you take steps to manage underperformance. You initiate performance improvement coaching by checking in with Monica and John and to provide feedback via email before meeting with them to plan for improvement. This gives each team member with an opportunity to carefully consider the feedback to identify ways to address concerns, and how you can support them in this. Access and review the following documents: Bounce Customer Service Standard Policy https://bouncefitness.precisiongroup.com.au/policies-and-procedures/customer- relationship-management/ Bounce Performance Management Policy and Procedures https://bouncefitness.precisiongroup.com.au/policies-and-procedures/human-resource/ BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 24 https://bouncefitness.precisiongroup.com.au/policies-and-procedures/human-resource/ https://bouncefitness.precisiongroup.com.au/policies-and-procedures/customer-relationship-management/ https://bouncefitness.precisiongroup.com.au/policies-and-procedures/customer-relationship-management/ Task 1: Informal Feedback and Coaching This task will require you to provide informal feedback and coaching to two underperforming team members. To record the emails, use the Bounce Email Template. To complete this task, develop two emails, which must include: provide positive feedback on current performance, including acknowledgement of any achievement above ‘good’ describe the concerns with performance as identified in the case study, referencing current performance and the risk to achieving their key performance indicators by the end of the year initiate performance coaching by asking the team member: o to carefully consider the feedback to identify strategies to improve performance, including actions and development options o to identify how you can support them to resolve the concern and improve performance o to meet to plan for improvement. Review the Case Study 1 Task 1– Assessor’s Checklist. This form outlines the following: Resources you are required to access to complete the task. All criteria your submission must address to satisfactorily complete this task. After completing this task, submit the two completed Bounce Email Templates, one for Monica Lange and one for John Ward, to your assessor. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 25 Case Study 2: Team Member Performance Improvement Planning Both Monica and John have taken time to consider the feedback provided relating to their performance concerns and coaching you initiated. You believe they each have identified suitable actions and development options to improve their performance. You have scheduled sessions with Monica and with John to continue your performance coaching by discussing the concerns and developing in collaboration with team members objectives and strategies to improve performance. Access and review the following documents: Performance Improvement Planning Character Brief Performance Improvement Plan Template https://bouncefitness.precisiongroup.com.au/supplementary-files/social-competence- bsbldr522/ Bounce Progressive Discipline Policy https://bouncefitness.precisiongroup.com.au/policies-and-procedures/human-resource/ BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 26 https://bouncefitness.precisiongroup.com.au/policies-and-procedures/human-resource/ https://bouncefitness.precisiongroup.com.au/supplementary-files/social-competence-bsbldr522/ https://bouncefitness.precisiongroup.com.au/supplementary-files/social-competence-bsbldr522/ Task 2: Performance Improvement Planning Your assessor will observe you as you provide formal feedback to two team members to complete an improvement plan for each one. Use the Performance Improvement Plan Template, provided at the Bounce Fitness site. Your assessor will observe you as you: Conduct two role plays with two different volunteers; during each role play you must: o Introduce the purpose of the session o Discuss the Improvement Plan to be developed, identifying the sequence of sections in the template o Identify dates for Progress and Support Check-ins o Set a monitoring session date o Provide formal feedback on performance o Develop at least one objective to enable each team member to improve performance o Agree on at least two strategies to meet the performance improvement objective/s o Agree on support to be provided manager to meet the performance improvement objective/s o Discuss consequences of not meeting objectives, in line with Bounce’s Progressive Discipline Policy Use format and prompts in the Improvement Plan to guide the planning session Complete the section Improvement Plan for each team member. Please note the that the Performance Monitoring sectionof the template is not required for this Task. You will complete this section in Case Study 3 Task 3. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 27 Review the following: Performance Improvement Planning Character Brief This document provides the information about the strategies and support identified Monica and John to improve their performance. Case Study 2 Task 2 – Observation Form This form outlines all the practical skills you need to demonstrate in the role played session to satisfactorily complete this task. Your assessor will also discuss with you the practical skills outlined in this form prior to the assessment. Case Study 2 Task 2 – Assessor’s Checklist This form outlines the following: o Resources you are required to access to complete the task. o All criteria your submission must address to satisfactorily complete this task. After completing this task, submit the two partially completed Performance Improvement Plans Templates, one for Monica Lange and one for John Ward, to your assessor. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 28 Case Study 3: Team Member Performance Improvement Monitoring It has been four weeks since the Improvement Plans for both Monica and John were implemented. You are to implement the next stage of performance coaching – monitoring achievement. You have scheduled a monitoring session with each team member to discuss their performance against the objectives of the plan and to determine what should happen next. You have asked Monica and John to reflect on and assess their performance. You have also asked them to consider, should they not be on track to achieve their performance objectives, what adjustments to the plan may be required. Regular check-ins with Monica and feedback from members of staff and customers indicate that Monica has really improved her skills in working with customers. You are extremely pleased with Monica’s commitment and achievement and will provide that feedback to her during the meeting. You are aware that John has not been well, but your observations and feedback from others have identified that he has been improving. You plan to acknowledge John’s effort during the meeting. Access and review the following documents: Performance Monitoring Character Brief Performance Improvement Plan Template https://bouncefitness.precisiongroup.com.au/supplementary-files/social-competence- bsbldr522/ Bounce Progressive Discipline Policy https://bouncefitness.precisiongroup.com.au/policies-and-procedures/human-resource/ BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 29 https://bouncefitness.precisiongroup.com.au/policies-and-procedures/human-resource/ https://bouncefitness.precisiongroup.com.au/supplementary-files/social-competence-bsbldr522/ https://bouncefitness.precisiongroup.com.au/supplementary-files/social-competence-bsbldr522/ Task 3: Improvement Monitoring Your assessor will observe you as you lead two sessions to monitor the performance of a team members against each of their improvement plans. Use the performance improvement plan template, provided at the bounce fitness site. Your assessor will observe you as you: Conduct two role plays with two different volunteers; during each role play you must: o Introduce the purpose of the meeting o Discuss the performance monitoring section, identifying the sequence of sections in the template o Discuss actual performance against the performance improvement objectives o Determine if the strategies and manager support methods from the improvement plan were implemented o Discuss team member’s explanation of actual performance (progress to date) o Discuss and agree on at least two strategies to meet the performance improvement objective/s o Determine ways you can support the team member to achieve their performance objective Use format and prompts in the performance monitoring section of the template to lead each session Complete the performance Monitoring section of the template for each team member. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 30 Before starting the task, review the following: Bounce Progressive Discipline Policy This document outlines the actions a supervisor is to take to work with a staff member to correct their performance. Performance Monitoring Character Brief This document provides the information about Monica’s and John’s progress to achieving their performance improvement objectives. Case Study 3 Task 3 – Observation Form This form outlines all the practical skills you need to demonstrate in the role played sessions to satisfactorily complete this task. Your assessor will also discuss with you the practical skills outlined in this form prior to the assessment. Case Study 3 Task 3 – Assessor’s Checklist This form outlines the following: o Resources you are required to access to complete the task. o All criteria your submission must address to satisfactorily complete this task. After completing this task, submit the two completed Performance Monitoring sections of the Performance Improvement Plan Template, one for Monica Lange and one for John Ward, to your assessor. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 31 Workplace Project Assessment Project Overview This workplace project assessment requires you to conduct performance management on at least one team and two individuals. This assessment is divided into five tasks: Task 1: Work Plan Task 2: Risk Plan Task 3: Plan for Performance Management Training Task 4: Deliver Performance Management Training Task 5: Performance Evaluation Task 6: Performance Development Plan Task 7: Performance Excellence Recognition. This project requires you to complete the assessment tasks in a real workplace, or in an environment with conditions similar to that of a workplace. If you are not currently a member of a team, identify one or more in your workplace/organisation on which you can base your work on for this project. Make sure you seek approval from you and the teams’ managers. Each task comes with a set of instructions. You are to follow and perform these instructions while being observed by the assessor and/or submit any required documentation. Before starting this assessment, your assessor will discuss with you these tasks, including instructions and guidance for satisfactorily completing them. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 32 You are required to: Complete the tasks within the time allowed, as scheduled in-class roll. Develop a work plan for a team of two or more members Conduct risk analysis and prepare a risk plan Plan to deliver performance management training to a team Deliver performance management training to a team Evaluate the performance of two team members Prepare a performance development plan for a team member Recognise performance excellence of a team member. Resources Required for Assessment Resources you need to access to complete the project assessment are outlined in the Resources Required for Assessment section of this workbook, and in the corresponding Assessor’s Checklist and/or Observation Form of each task. Discuss each requirement with your assessor before commencing with each task. They will organise the resources required for this assessment. IMPORTANT: Additional workplace resources may be required upon the contextualisation of this assessment. Forms and Templates Generic forms and templates are provided in the project tasks, unless otherwise specified. These can be accessed from the following link: BSBLDR522 Forms and Templates If you are currently in a workplace, use similar workplace templates and forms used by your workplace/organisation to complete each assessment task. Discuss with your supervisor andyour assessor first to ensure that the forms/templates you will use from your workplace/organisation cover all criteria required by each assessment task. Review these forms and templates with your assessor before starting the task. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 33 https://bouncefitness.precisiongroup.com.au/supplementary-files/social-competence-bsbldr522/ Task 1: Work Plan ASSESSMENT INSTRUCTIONS This task will require you to develop two work plans, one each for two members of a team. Use your organisation’s template to complete this task, or use the Work Plan template provided at the Bounce Fitness site. To complete this task, you must: Determine the work required to be undertaken and the resources available by: o Reviewing organisational planning documentation, including operational plans relevant to your team, to determine the goals and objectives to be achieved and any relevant organisational standards to meet o Consulting with relevant organisational groups and individuals who can provide information about work to be undertaken and the resources required for this work. Develop one work plan part of template for each team member. For each team member, set and record in the workplace plan part of the template at least two objectives that align to workplace/organisational and operational goals, objectives and/or performance standards. Identify the following: o At least two actions to the objectives o The resources the team member will need to complete each action, including human, financial and equipment o A timeframe or due date for completion of each action o At least one performance standard for each action o At least one key performance indicator to measure performance against each standard. Please note that the ‘Performance Evaluation’ part of the Template is not to be completed for this task. This part is required for Workplace Project Task 5. Confirm performance standards and key performance indicators with relevant staff, for example your supervisor or manager and a human resources practitioner. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 34 Review Workplace Project Task 1 – Assessor’s Checklist before starting this task. This form outlines the following: Resources you are required to access to complete the task. All criteria your submission must address to satisfactorily complete this task. You assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment. Review the template you will use to complete this task. If you are using a template from your organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use Work Plan template provided at the Bounce Fitness site. Submit the partially completed Work Plan to your assessor. Provide the supplementary documents/sources used to create the work plan, including the organisational strategic and operational documentation that provided information about organisational key result areas and goals and operational and objectives. You must also submit evidence of: Consultation with at least two relevant internal or external groups or individuals who can provide information about the work and resources required Communication with a relevant manager or a human resource practitioner to confirm the developed performance standards and key performance indicators. Evidence for consultation to determine requirements must be at least one of the following: Email correspondence Meeting minutes Video or audio recording of the meeting conducted with the groups and/or individuals. Evidence for communication to confirm the performance standards and indicators must be at least one of the following: Email correspondence Meeting minutes Video or audio recording of the meeting conducted with the relevant manager or human resources practitioner. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 35 Task 2: Risk Plan ASSESSMENT INSTRUCTIONS This task will require you to conduct risk analysis for the Work Plans developed in Workplace Project Assessment Task 1. Use your organisation’s template to complete this task, or use the Risk Plan template provided at the Bounce Fitness site. To complete this task, you must: Identify at least two risks to the team members meeting their objectives, taking into consideration: o Risks in your organisation’s risk management plan that may be relevant to your team’s work plans o Determine any legislative and regulatory requirements specific to your work area to be met. Assess each risk to determine its likelihood and consequence and overall risk rating Prioritise the risks according their likelihood and consequence. Determine how each risk will be managed by selecting a treatment option appropriate to the risk’s impact and likelihood and in line with any options listed in the organisation’s risk management plan. Review Workplace Project Task 2 – Assessor’s Checklist before starting this task. This form outlines the following: Resources you are required to access to complete the task. All criteria your submission must address to satisfactorily complete this task. You assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment. Review the template you will use to complete this task. If you are using a template from your workplace/organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use the Risk Plan template provided at the Bounce Fitness site. Submit the completed Risk Plan to your assessor. Include the supplementary documents/sources used to prepare the risk plan, including the workplace/organisation’s risk management plan and the legislative and regulatory documentation accessed to conduct the risk analysis. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 36 Task 3: Plan for Performance Management Training ASSESSMENT INSTRUCTIONS This task will require you to plan for the delivery of performance management training to two or more team members. To complete this task, you must: Review federal and state/territory legislative sites to determine requirements for performance management, including terminating employment and requirements identified in anti-discrimination legislation. Review any modern awards, enterprise agreements or contracts that may apply to the members of the team. Review workplace/organisational policies, procedures and processes and other relevant guidance documentation to determine the purpose and benefits of and requirements for managing performance, including conducting reviews/appraisals. Plan to deliver a training session to two or more team members to present performance management requirements and the review process. Your plan must include: o Explanation on the purpose and benefits of performance management, for the workplace/organisation and for individuals, referencing the workplace/organisation’s identified purpose and benefits o Legislative requirements must be presented and include reference to federal/state relevant workplace, employee or industrial relations and anti-discrimination acts, and any relevant awards or agreements. o The policies and procedures to follow to meet workplace/organisational performance management requirements must be presented. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 37 o The review process must be presented, including: key actions in managing performance, addressing poor performance and terminating employment responsibilities of supervisors and employees key dates tools used at least two examples of support provided by human resources, e.g.support in developing work plans or support in dealing with underperforming staff. Review Workplace Project Task 3 – Assessor’s Checklist before starting this task. This form outlines all the practical skills you need to demonstrate to satisfactorily complete this task. Your assessor will also discuss with you the practical skills outlined in this form prior to the assessment. Submit evidence of the content you plan to delivery to the team. Submit as supplementary evidence of organisational policies, procedures and guidance or similar to and relevant legislative documentation to demonstrate your review of requirements and the accuracy of the information you plan to present. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 38 Task 4: Deliver Performance Management Training ASSESSMENT INSTRUCTIONS This task will require you to deliver the performance management training to at least two team members you planned in Workplace Project Task 3. You will be assessed on your skills to deliver performance management training to a team of at least two members. Before starting this task, review: the Evidence of delivery planning documentation that you completed in Task 3 Workplace Project Task 4 – Observation Form This form outlines all the practical skills you need to demonstrate to satisfactorily complete this task. Your assessor will also discuss with you the practical skills outlined in this form prior to the assessment. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 39 Task 5: Performance Evaluation ASSESSMENT INSTRUCTIONS This task will require you to evaluate the performance of the two team member’s performance from Workplace Project Task 1 Work Plan, against performance standards and indicators recorded in the plan. Use your organisation’s template to complete this task, or use the Work Plan template provided at the Bounce Fitness site. If time doesn’t permit, discuss with your assessor options to complete this task. To complete this task, you must: Access relevant reports and obtain feedback to evaluate performance. Meet with each team member when the team members’ performance is due to be reviewed, according to your organisation’s policy and procedures, to discuss performance. This must involve: o Discussing and determining actual performance (progress to date if not at the end of the performance management period) o Discussing team member’s views on their actual performance o Providing feedback about what each team member did well and not so well Be guided by the prompts in the Performance Evaluation part of the Work Plan Template. Review Workplace Project Task 5 – Assessor’s Checklist before starting this task. This form outlines the following: Resources you are required to access to complete the task. All criteria your submission must address to satisfactorily complete this task. Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment. Submit to your assessor the completed Part B of the Work Plan template or your organisation’s form or template, for each of the team members. You must also submit your organisation’s performance management policies and procedures, ensuring requirements for performance review are included. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 40 Task 6: Performance Development Plan ASSESSMENT INSTRUCTIONS This task will require you to develop a performance development plan for one team member. Prepare the plan for at least one of the team members you worked with to complete Workplace Project Task 5. Use your organisation’s template to complete this task, or use the Performance Development Plan template provided at the Bounce Fitness site. To complete this task, you must: Review the completed Performance Evaluation from Workplace Project Task 5. Review your organisation’s policies and procedures for the performance development of staff. Meet with your team member to plan for development. Determine two areas for skill or knowledge development, based on the Performance Evaluation. Set two development objectives for continuous improvement in these areas. Identify at least four strategies to achieve both objectives; one strategy must be a development options. Determine expected completion dates for strategies. Develop at least one indicator of achievement for each strategy to measure achievement against objectives. Be guided by the prompts in the Performance Development Plan. If you are using a template from your organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use the Performance Development Plan template provided at the Bounce Fitness site, but do make sure that it meets orgnisational requirements. Review Workplace Project Task 6 – Assessor’s Checklist before starting this task. This form outlines the following: Resources you are required to access to complete the task. All criteria your submission must address to satisfactorily complete this task. You assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment. Submit to your assessor the completed Performance Development Plan for your team member and the policies and procedures reviewed. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 41 Task 7: Performance Excellence Recognition ASSESSMENT INSTRUCTIONS This task will require you to give public recognition to a team member who has recently or continuously demonstrates strong or excellent performance. The recognition of performance can be made using any method that is considered appropriate by your workplace/organisation. If your workplace/organisation doesn’t have a system or a policy related to employee recognition, check with your supervisor that your idea is appropriate. To complete this task, you must take the following actions: Identify from performance evaluations an employee who has performed well in a specific task or activity or who has achieved or exceeded expectations. Determine an appropriate method of public recognition, e.g. nominating the team member for a workplace/organisational award, developing a certificate to present and display in a common area of the workplace or to post on the intranet, or an email to staff or special mention in the workplace/organisation’s newsletter. Implement your idea, communicating to the team member and other staff the team member’s achievement/s. Review Workplace Project Task 7 – Assessor’s Checklist before starting this task. This form outlines the following: Resources you are required to access to complete the task. All criteria your submission must address to satisfactorily complete this task. You assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment. Your assessor will also discuss with you appropriate evidence to submit. Submit to your assessor evidence of the recognition and the date is was given, such as: Image of the sent email with multiple recipients, published intranet post, newsletter announcement or similar A photo of a poster/certificate/award in a public workspace and a photo or video of the team member receiving this award. BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 42 Assessment Workbook Checklist Instructions: Your assessor will review your submissions against the checklist below. This section is to be completed by your assessor. The learner has completed the Short Answer Questions in this workbook Short Answer Questions The learner has completed the Practical Assessments in this workbook and has submitted all the required evidence: Case Study Assessment Case Study 1: Team Member Check-insTask 1: Feedback and Coaching Email to Monica Lange Email to John Ward Case Study 2: Team Member Performance Improvement Planning Task 2: Performance Improvement Planning Performance Improvement Plan for Monica Lange Performance Improvement Plan for Ward Video recording of (task) Only if direct observation is not possible BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 43 Case Study 3: Team Member Performance Monitoring Task 3: Performance Improvement Monitoring Performance Monitoring template for Monica Lange Performance Monitoring template for John Ward Video recording of (task) Only if direct observation is not possible Workplace Project Assessment Task 1: Work Plan Evidence of consultation with relevant groups and individuals Specify evidence submitted: Work Plan Organisational strategic and operational plans or similar Specify evidence submitted: Evidence of communication with a relevant manager or practitioner Specify evidence submitted: Task 2: Risk Plan Risk plan Organisational risk management plan Specify evidence submitted: BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 44 Task 3: Plan for Performance Management Training Planning documentation Specify evidence submitted: Organisational performance management policies and procedures Specify evidence submitted: ANY visual aids to be used Specify evidence submitted: Task 4: Deliver Performance Management Training Video recording of the presentation Only if direct observation is not possible. Task 5: Performance Evaluation Work Plan, Part B Performance Evaluation Organisational performance management policies and procedures, and any other prevalent guidance Specify evidence submitted: Task 6: Performance Development Planning Performance Development Plan Task 7: Performance Excellence Recognition Specify evidence submitted: BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 45 Record of Assessment Instructions: This section is to be completed by your assessor. Assessment Details Learner Course Code Unit of Competency BSBLDR522 -Manage people performance Assessor Name RTO Assessment Activity Satisfactory Needs more evidence Short Answer Questions Short Answer Question 1 Short Answer Question 2 Short Answer Question 3 Short Answer Question 4 Short Answer Question 5 BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 46 Assessment Activity Satisfactory Needs more evidence Case Study Assessment Case Study 1: Team Member Check-ins Task 1: Feedback and Coaching Case Study 2: Team Member Performance Improvement Planning Task 1: Performance Improvement Planning Case Study 3: Team Member Performance Monitoring Task 1: Performance Improvement Monitoring Workplace Project Assessment Task 1: Work Plan Task 2: Risk Plan Task 3: Plan for Performance Management Training Task 4: Deliver Performance Management Training Task 5: Performance Evaluation Task 6: Performance Development Planning Task 7: Performance Excellence Recognition BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 47 Context Details Satisfactory Needs more evidence Supervisor/Observer Verification Log Supervisor/Observe r Name Role in the Assessment Contact Details Date of Contact Supervisor/Observe r verifies the learner’s submissions Yes No Yes No Yes No Yes No BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 48 Assessor’s Comments Remarks/feedback Details of further evidence required Please tick the appropriate box. Yes No Comments and further action required are noted in the Learner Assessment Pack Results discussed and agreed to by the learner You have the right to appeal the outcome of your assessment. The Learner is Competent Not Yet Competent Assessor’s signature Date signed I further confirm that I have verified the learner’s submissions by contacting the learner’s supervisor and/or observer whose names appear in the Supervisor/Observer Verification Log above. After reassessment, the Learner is: Competent Not Yet Competent Assessor’s signature Date signed BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 49 Learner’s Comments The signature confirms that I have submitted all my own work, and agree with the assessment decision and feedback. Learner’s signature Date signed BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 50 End of Document BSBLDR522 - Manage people performance Assessment Workbook V1 02.21 51 Learner Assessment Information Overview Active Participation Assessment Types Written Work Feedback to the Learner Competency Outcome Additional Evidence Academic Integrity Plagiarism Collusion Confidentiality Recognition Prior Learning Assessment Appeals Process Reasonable Adjustment Principals of Assessment and Rules of Evidence AQF Level Pre-Assessment Requirements Instructions for Assessors Written Assessments Accessing Intranet Pages and External Links Assessment Agreement Short Answer Questions Practical Assessment Your State/Territory Case Study Assessment Case Study Overview Case Study 1: Team Member Check-ins Case Study 2: Team Member Performance Improvement Planning Case Study 3: Team Member Performance Improvement Monitoring Workplace Project Assessment Project Overview Task 1: Work Plan Task 2: Risk Plan Task 3: Plan for Performance Management Training Task 4: Deliver Performance Management Training Task 5: Performance Evaluation Task 6: Performance Development Plan Task 7: Performance Excellence Recognition Assessment Workbook Checklist Record of Assessment
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