Assessment

Task 2
Lead and manage team
effectiveness
BSBWOR502
 Student Declaration
To be filled out and submitted with assessment responses
◻ I declare that this task and any attached document related to the task is all my own work and I
have not cheated or plagiarised the work or colluded with any other student(s)
◻ I understand that if I If I am found to have plagiarised, cheated or colluded, action will be
taken against me according to the process explained to me
◻ I have correctly referenced all resources and reference texts throughout these assessment
tasks.
◻ I have read and understood the assessment requirements for this unit
◻ I understand the rights to re-assessment
◻ I understand the right to appeal the decisions made in the assessment

Unit Title
Unit Code
Student
name
Student ID
number
Student Date
signature

Task Number

BSBWOR502 Lead and manage team effectiveness V2 Page 2

2020
RTO Provider: 91153 - CRICOS Code: 02672K
greenwichcollege.edu.au
 ------OFFICE USE ONLY-----
For Trainer and Assessor to complete:

◻ Student requested reasonable adjustment for the assessment

Completed successfully Comments

DNS
N
Y
Did the student satisfactorily:
The following documents have been ☐ ☐ ☐
satisfactorily completed and submitted:
• Complete team table in Task 2.1A
• Skills and knowledge table in Task 2.1B
• Team goals, values and behaviours
in Task 2.1B
• Roles and responsibilities with KPIs
in Task 2.1C
• Meeting minutes x 4 in Task 2.2A
• Evidence x 3 of team building in
Task 2.2A
• Action Plan in Task 2.2B
• Screenshot of website in Task 2.2C
• Teamwork requirements table in
Task 2.3A
• Strategies (3) to ensure team
members have input into planning
in Task 2.3B
• One policy and two procedures to
ensure team members take
responsibility for their own work and
assist others to undertake required
roles and responsibilities in Task
2.3B
• Two processes to ensure that
issues, concerns and problems
identified by team members are
recognised and
addressed in Task 2.3B
The student has actively participated in ☐ ☐ ☐
the activities of:
• Developing the action plan as a
team member
• Developing the website page as
a team member
The student has facilitated and led ☐ ☐ ☐
the activities of:
• Developing the action plan as a
project manager
Completed successfully Comments

DNS
N
Y
Did the student satisfactorily:
• Developing the website page as
a project manager

• Consulted team members to ☐ ☐ ☐

establish a common understanding of
team
purpose, roles, responsibilities and
accountabilities in accordance with
organisational goals, plans and
objectives
• Developed performance plans to
establish expected outcomes,
outputs, key performance indicators
(KPIs) and
goals for the work team

This is evidenced by:

• The team building reports in Task 2.1
• Active participation to team meetings
Task 2.2 A
• Observation by the trainer (see
comments on the right
column)
• Supported team members in ☐ ☐ ☐
meeting expected performance
outcomes
including providing a formal
and informal learning
• Provided feedback to team
members to encourage, value and
reward
individual and team efforts
and contributions
• Encouraged team members and
individuals to participate in and to
take
responsibility for team activities,
including communication processes
• Supported the team in identifying
and resolving work performance
problems
• Ensured own contribution to work
team serves as a role model for
others
and enhances the organisation’s
image for all stakeholders

This is evidenced by:

• Evaluation of teamwork
 requirements in Task 2.3 A
• Active participation in meetings Task
2.2 A
Completed successfully Comments

DNS
N
Y
Did the student satisfactorily:
• Team building activity in Task 2.2 A
• Observation by the trainer (see
comments on the right
column)

• Developed strategies to ensure ☐ ☐ ☐

team members have input into
planning, decision making and
operational
aspects of work team
• Developed policies and procedures
to ensure team members take
responsibility for own work and
assist
others to undertake required roles
and responsibilities
• Developed processes to ensure
that issues, concerns and problems
identified by team members are
recognised and addressed

This is evidenced by:

Strategies, policies and processes
developed in Task 2.3 B
Communicated information from ☐ ☐ ☐
line managers (Project Sponsor) to
team Established and maintained
open communication processes with
all stakeholders
Communicated unresolved issues
and problems raised by team
members

This is evidenced by:

• Meeting minutes in Task 2.2 A
• Observation by the trainer (see
comments on the right
column)
The student has actively participated in ☐ ☐ ☐
group work with a substantial
contribution that can be assessed
individually for all
the requirements of this task

Task Outcome: Satisfactory ☐ Not Yet Satisfactory ☐

Student Name:
Assessor Name:

Assessor Signature:
Completed successfully Comments

DNS
N
Y
Did the student satisfactorily:

Date:

Table of Content

Student Declaration......................................................................................................................2
Task 2 – Manage Team and Develop Performance Plan..........................................6
Complete the following activities..............................................................................................13
Task 2.1 Establish your team....................................................................................................14
Task 2.2 Work with your team to develop the action plan..................................................16
Task 2.3 Evaluation of teamwork.............................................................................................28

Task 2 – Manage Team and Develop Performance Plan

Task summary and instructions

What is this Refer to and read the documents saved in a separate folder:
assessment task
about? o MMI Company profile and project task
o Policies and Procedures

You have been recently engaged by XYZ Pty Ltd trading as

MMI as a Project Manager to develop and implement a
project to open a new campus in Sydney (refer to MMI
 Task summary and instructions

strategic objectives).

• The board of directors has allocated 3 million dollars

to the project.
• Project duration: 1 year.
• You can employ four new staff members to be part
of the project team for the duration of the project.
The
rest of the staff must be sourced from existing MMI
personnel (flexible work arrangements will be needed)

The project includes:

• Finding premises in Sydney CBD (800-1000
square meters, onsite parking for staff, natural
light)

Ideally, there will be enough room for 5-7 classes, one

meeting room, one computer lab, 1 x student kitchen,
student lounge, 1 x staff kitchen, three offices for staff,
toilet facilities
• Rent the premise
• Obtain necessary permits
• Source architect and building company
• Source and buy furniture and equipment
• Liaise with the architect and building company

The project steering committee is composed of:

• Mr Eli Brown – Non-executive Director
• Mr Leonard Black - CFO
• Academic Manager (Jacob Graham)

The project sponsor is Taylor Varin (Client Service

Manager), played by the trainer and assessor in a simulated
work environment.

As a Project Manager you will manage and lead the project

team. This assessment focuses on setting up the project
team for success. This includes:
• Skills and knowledge assessment
 Task summary and instructions

• Training needs assessment

• Agreed goals, values and behaviours
• Team building
• Set-up a project management website (one page)
to promote the project within the organisation
• Develop an action plan to establish the

team You will:

o Write the meeting minutes for the weekly

team meetings
o Participate in four weekly meetings, one of which will
be observed by the assessor
o Develop additional documents related to facilitating
team cohesion
o Develop an action plan to set up the team for
project success and develop the webpage

You will have to report on the work above every week during
the team meeting.

Form or join a project team (3-4 students in the team).

Document the name of the students in the team below:

Student Name
Student Name
Student Name
Student Name

You will collaborate with the project team in a simulated work

environment to carry out the responsibility of your role. You
will take turns in playing the project manager in simulated
work conditions.

Although you will lead and collaborate with the project team,
the work on your assessment must be individual, and it will
be Caroled as such.

It has been designed to evaluate your ability to:

o Consult team members to establish a common

 Task summary and instructions

understanding of team purpose, roles, responsibilities

and accountabilities in accordance with organisational
goals, plans and objectives
o Develop performance plans to establish expected
outcomes, outputs, key performance indicators
(KPIs) and goals for work team
o Support team members in meeting
expected performance outcomes
o Develop strategies to ensure team members have
input into planning, decision making and operational
aspects of work team
o Develop policies and procedures to ensure team
members take responsibility for own work and assist
others to undertake required roles and
responsibilities
o Provide feedback to team members to encourage,
value and reward individual and team efforts and
contributions
o Develop processes to ensure that issues, concerns
and problems identified by team members are
recognised and addressed
o Encourage team members and individuals to
participate in and to take responsibility for team
activities, including communication processes
o Support the team in identifying and resolving
work performance problems
o Ensure own contribution to work team serves as a
role model for others and enhances the
organisation’s image for all stakeholders
o Communicate information from line managers to team
o Establish and maintain open communication
processes with all stakeholders
o Communicate unresolved issues and problems
raised by team members

You are required to address the following:

• Task 2.1 Establish your team:
o Form and build a team that you will work with to complete
the remaining assessments
• Task 2.2 Work with your team to develop
the operational plan:
 Task summary and instructions

o Record meetings
o Develop the project website (home page) with the team
o Develop an action plan with the team
o Perform a team-building activity

• Task 2.3 Evaluation of teamwork:

o Evaluation of teamwork requirements
o Development of strategies and processes to
support teamwork

What do I need to • submit the completed assessment tasks, according

do to complete this to instructions,
task satisfactorily? • complete the tasks with sufficient detail and present
them in a professional manner,
• use your own words and reference sources appropriately,
• meet the word count where required,
• use the scenario provided,
• use the templates provided where required
• apply critical thinking,
• for your performance to be deemed satisfactory in this
assessment task you must satisfactorily address all of
the assessment criteria,
• if part of this task is not satisfactorily completed you will
be asked to complete further assessment to
demonstrate satisfactory performance.

Specifications You must deliver/participate in:

• Teamwork to complete the action plan and the

project website as instructed
• Team building
• Team meetings (4 weekly meetings)

You must submit to GOALS

• Complete team table

• Skills and knowledge table
• Team goals, values and behaviors
• Roles and responsibilities with KPIs
• Meeting minutes x 4
• Evidence x 3 of team building
• Action Plan
• Screenshot of website
 Task summary and instructions

• Teamwork requirements table

• Strategies (3) to ensure team members have input
into planning
• One policy and two procedures to ensure team
members take responsibility for own work and assist
other to undertake required roles and responsibilities
• Two processes to ensure that issues, concerns and
problems identified by team members are recognised
and
addressed
Resources and • Computer with Internet access
equipment • Access to Microsoft Office suites or similar software
• Learning material
• Scenario for assessment document
• Relevant policies and procedures provided in a
separate folder
• Use of the templates included in this
assessment document
What will the Your assessor will be looking for demonstrated evidence of
assessor be looking your ability to:
for?
o Establish and build the team
o Lead the team
o Communicate with the team effectively
o Support the team
o Take tasks to completion
o Develop key operational documents
o Participate in meeting
o Consult with stakeholders

Re-submission You will be provided feedback on your performance by the

opportunities Assessor. The feedback will indicate if you have satisfactorily
addressed the requirements of each part of this task. If any
parts of the task are not satisfactorily completed, the
assessor will explain why, and provide you written feedback
along with guidance on what you must undertake to
demonstrate satisfactory performance. Re-assessment
attempt(s) will be arranged at a later time and date. You
have the right to appeal the outcome of assessment
decisions if you feel that you have been dealt with unfairly
or have other appropriate grounds for an appeal. You are
encouraged to consult with the assessor prior to attempting
this task if you do not understand any part of this task or if
you have any learning issues or needs that may hinder you
 Task summary and instructions

when attempting any part of the assessment.

Procedures

1. Review the assessment scenario, the business documentation, including

policies and procedures and the templates provided:
o MMI Case Study for assessment – provided in separate folder
o Policies and Procedures – provided in separate folder
o Templates:
▪ 1 – Meeting minutes
▪ 2 – Action Plan

2. Read the following very carefully:

You will have to work with your project team for 4 weeks:
• Set-up the team
• Build the team
• Lead the team
• Complete operational tasks
• Identify and address issues

All work must be documented. The trainer and assessor will observe your work
and provide feedback in the Caroling sheet.

The tasks to perform with your teams are:

Week 1
o Form a team of 4 students (Task 2.1)
o Undertake a skills assessment (Task 2.1)
o Document team goals and responsibilities (Task 2.1)
o Meeting minutes week 1 (Task 2.2)

Week 2
o Start working on the development of the action plan and the website with
the team
o Develop 3 strategies to ensure team members have input into
planning, decision making and operational aspects of work team (Task
2.3 B)
o Develop one policy and two procedures to ensure team members take
responsibility for their own work and assist others to undertake required
roles
 Procedures

and responsibilities (Task 2.3 B)

o Develop 2 processes to ensure that issues, concerns and problems
identified by team members are recognised and addressed (Task 2.3 B)
o Meeting minutes week 2 (Task 2.2)

Week 3
o Keep working on the development of the action plan with the team
o Conduct a team-building activity with your team. Note: record and
provide evidence of the activity. (Task 2.2)
o Meeting minutes week 3 (Task 2.2)

Week 4
o Finalise the work on the action plan and website
o Meeting minutes week 4 (Task 2.2)
o Complete and finalise Task 2

During teamwork, you will have to meet the following requirements:

o Provide feedback to team members to encourage, value and
reward individual and team efforts and contributions
o Encourage team members and individuals to participate in and to
take responsibility for team activities, including communication
processes
o Support the team in identifying and resolving work performance problems
o Ensure your contribution to work team serves as a role model for others
and enhances the organisation’s image for all stakeholders

You will be observed by the trainer and assessor who will provide feedback in the
Caroling sheet and you will have to document your performance against those
requirements in Task 2.3 A.

Although the assessment is worked in a group to simulate the work environment that
you would experience when leading and working with a team, the assessment
submission is individual, and it will be Caroled as such.

Complete the following activities:

As a Project Manager you will manage and lead the project team. This assessment
focuses on setting up the project team for success. This includes:
• Skills and knowledge assessment
• Training needs assessment
• Agreed goals, values and behaviours
• Team building

• Set-up a project management website (one page) to promote the project within
the organisation

• Develop an action plan to establish the team

You will:
• Establish the team:
o Form the team
o Conduct a knowledge and skills assessment to identify training needs
o Determine team goals, KPIs, values and agreed behaviours
o Agree on roles and responsibilities

The above will be discussed and agreed on during the first meeting with the team.
• Complete the following activities in collaboration with the team:
o Develop an action plan to establish the team for project success
o Develop the webpage in collaboration with the team
o Plan for and perform a team-building activity
o Finalise the webpage and the action plan

The above will be discussed agreed and worked on during the second, third and fourth
meeting with the team.
• Participate in four weekly meetings
o Write the meeting minutes for each meeting

The trainer and assessor will observe your weekly work with the team and provide
feedback in the Caroling sheet.
The trainer and assessor will play the role of the Project Sponsor and may
communicate key information to the team leader to be passed to the team during the
meeting.
• Evaluate teamwork

• Develop additional documents related to facilitating team cohesion:

o Strategies to ensure team members have input into planning, decision making
and operational aspects of work team.
o Policies and procedures to ensure that project team members take
responsibility for own work and assist other to undertake required roles and
responsibilities.
o Processes to ensure that issues, concerns and problems identified by
team members are recognised and addressed.

Task 2.1 Establish your team

Address the following using the tables provided.

A) Form a team of 3-4 people to collaborate with when working on this assessment
(development of an action plan to build the team for project success, and
development of one-page website – landing/home page) and fill in the table
below with your team name and the name of each team member:

<Team Team member’s name

Name>
Team Diane
member 1
Team Michael
member 2
Team Carol
member 3
Team Gareth
member 3

B) In consultation with the team (during Meeting 1, Task 2.2), determine what skills
and knowledge each team member will bring to the team to support project success
and the development of the project website.
Note: your team will have to develop the website (just the home page/landing page)
using a free website platform such as wix.
The landing page must include the content for the following topics:

• About the project

• Overview of the project team
 • Project milestones
• News
Pages (visible in the website menu but inactive): Home, about (subpages: The Project;
The Team), Project Progress, Contact the team.
Please note that you will have to submit a screenshot of the landing page as evidence
that the team developed the website.
1) Identify training needs for each team member based on the skills and
knowledge gaps.

Team Skills and knowledge needed Skills and knowledge

Member gaps (Training needs)
Name
Diane Group decision making Time management

Michael Problem solving Communication

Carol Communication Problem solving

Gareth Conflict resolution Group decision making

2) Document your team goals (3 goals with 1 KPI each), values (4-6) and
agreed behaviours (5-8) as discussed in Meeting 1 (Task 2.2).

Team goals Goal KPI

with KPIs Increase number of new Customer service
customers on business representatives to close 10 deals
per day

Team values Kindness. Honesty. Respect.

Agreed Promoting teamwork and shared problem solving
behaviours

C) Document roles and responsibilities with associated KPIs for each team member (3
KPIs/each team member) as discussed and agreed in Meeting 1 (Task 2.2)

Team Role and responsibilities KPIs

Member
Select people from various Agree what the goals
backgrounds and Should be and keep them
Diane departments within the achievable in the time
organisation Frame.
 Team Role and responsibilities KPIs
Member
Selecting individuals with Identify what results in
the terms of resources,
Michael Knowledge, skills and knowledge and time are
experience needed to do realistically achieved.
the job
Size and location of Clearly define and target
Carol the team You want to improve
a particular area
Working together previous Propose a progress
experience indicator; if possible,
Gareth quantify. Determine what
you're going to know about
your goal.

Task 2.2 Work with your team to develop the action plan

A) You are required to attend and participate in a team meeting every week, for 4
weeks. Each week one of your team members will be the designated leader.
These meetings are designed to help you decide together what needs to be done,
how it will be done, and who is responsible for what. It will also be the opportunity to
catch up on previous tasks, and it should result in an action plan for the following
week.
You will minute each meeting. All meeting minutes must be submitted with your
assessment.
The trainer and assessor will observe your weekly work with the team and provide
feedback in the Caroling sheet.
The trainer and assessor will play the role of the Project Sponsor and may
communicate key information to the team leader to be passed to the team during the
meeting.
You must address the following:
Week 1
○ Determine the team goals and how the team can achieve those goals.
○ Determine team values and agreed on behaviours.
○ Determine skills gaps and training needs
 ○ Determine outcomes, outputs and KPIs for each team member – for
example, determine agreed responsibilities, quality standards, and how
performance quality or achievement of tasks will be measured.
○ Discuss and document any issues, concerns or problems regarding work
performance (it is important that you document these as they will be used
in assessment Task 3)
○ Other items
Week 2
○ Progress reports on work that has been completed.
○ Status of action items.
○ Prepare a team building activity for the following week. Describe it and
explain why you chose it.
○ Discuss and document any issues, concerns or problems regarding work
performance (it is important that you document these as they will be used
in assessment 3.
○ Other items

Week 3
○ Progress reports on work that has been completed.
○ Status of action items.
○ Conduct the team building activity.
Provide evidence (3) of the team building activity. Evidence may include
pictures/video of the team undertaking the team building activity, or feedback from
the team on the outcome of the activity.

○ Discuss and document any issues, concerns or problems regarding work

performance (it is important that you document these as they will be used
in assessment Task 3.
○ Other items.
Week 4
 ○ Reports on completed work.
○ Status of action items.
○ Discuss and document any issues, concerns or problems regarding work
performance (it is important that you document these as they will be used
in assessment Task 3).
○ Lessons learnerd
○ Other items.
Your assessor will observe your weekly meetings to ensure that you are participating in
the meeting and facilitating teamwork. This is an assessable task and the trainer and
assessor will observe and evaluate your performance during the meeting. Duration of the
meeting: 30 – 40 minutes. If you are absent from class, liaise with your facilitator to
make alternative arrangements.
Use the template below to prepare the agenda for your weekly meetings. Add item’s title
and add additional rows if needed.

Template 1 -Meeting Minutes

Meeting Minutes – Week 1

05-05-2021
Date and Meeting number one
Meeting Number
All members of the staff
Attendees

Diane
This week’s team
leader
The quarterly review process includes learning
and professional development goals for us. It
Team goals, values
is rarely effective to draw up a value
and behaviours
statement in a silo and then order the team
to follow
All staff must take proper training and
Skills gaps and coaching
training needs

Outcomes, outputs In the project, key performance indicators play

and KPIs for each an essential role. We believe factors can
 influence the results of the project either
positively or negatively. Check management,
team member stakeholder and team members to seek input
before attempting to determine exactly how
our team is managing or responding to each.
• Quantity of work (untimely completion,
limited
production)
• Quality of work (failure to meet
Issues and concerns quality standards)
about work • Inappropriate behaviours (often
performance referred to as poor attitude)
• Resistance to change.
• Inappropriate interpersonal relations.
Inappropriate physical behaviour.
The desire to know what is urgently needed.
Communication from When a top manager says to employees, he
Project Sponsor must concentrate on
Lower their workload and provide flexible
Adjust work shift hours

With a new brand image

New organisational
image
Action items Action Item Responsibility
Description Major or
important steps
to achieve your
goals
Dependencies What else
should be done
in order to
achieve this?
(pre-
requisites,
sequence)
What help,
advice or help is
needed?
Timeline Dates of start
and end for
each individual
 measure (due
dates)
Responsibility What roles must
people play?
Who will be
responsible for
what measures?

Meeting Minutes – Week 2

12-05-2021
Date and Meeting two
Meeting Number
All members of the staff
Attendees

Michael
This week’s team
leader
Team training in:
• product features and benefits
• overcoming objectives
Status of action • closing techniques.
items
Team training to be followed up with
individual support from team leader when
making sales calls.
what is left to do on a project.
Progress report

• Quantity of work (untimely completion,

limited
production)
• Quality of work (failure to meet
Issues and concerns quality standards)
about work • Inappropriate behaviors (often
performance referred to as poor attitude)
• Resistance to change.
• Inappropriate interpersonal relations.
Inappropriate physical behavior.
Team Building In the absence of a clear communication, the
 urgent wish to know what will satisfy. When a
Activity for week 3 senior manager says that they "must focus on
our promised approach."
Lower their workload and provide flexible
Communication from hours
Project Sponsor
According to the needs of the moment.

Adjust work shift

New Provide counselling
organizational
image
Follow-Up Email Subject Lines

Mentality
improved
Action items Action Item Responsibility
Description Major or
key steps
that
must be taken
to achieve
your
objectives
Dependencies What other
actions need
to be completed
before this
action (pre-
requisites,
sequence) What
support, advice
or assistance is
required
Timeline Beginning
dates and end
dates for each
separate action
Responsibility What roles
people need
to take
Who will have
the
 responsibility for
which action

Meeting Minutes – Week 3

19-05-2021
Date and Meeting number three
Meeting Number
All members of the staff
Attendees

Gareth
This week’s team
leader
Team training in:
• product features and benefits
Status of action • overcoming objectives
items • closing techniques. Team training to
be followed up with individual support
from team leader when making sales
calls.
what is left to do on a project.
Progress report

• Quantity of work (untimely completion,

limited
production)

Issues and concerns • Quality of work (failure to meet

about work quality standards)
performance • Inappropriate behaviors (often
referred to as poor attitude)
• Resistance to change.
Inappropriate interpersonal relations.
Simulate a situation where a problem occurs and the
Team group has to solve it.
Building
Activity
Cheering up the mode since the accomplishment of
Communication from the goals is close.
Project Sponsor
 Lower their workload and provide flexible
hours
Adjust work shift
New Create with a new brand image
organizational
image
Provide counselling

Mentality
improved
Last meeting Follow-Up Email Subject Lines
follow- up

Action Item Responsibility

Description Major or key
steps that
must be
taken to
achieve your
objectives
Dependencies What other
actions need
to be
completed
before this
action (pre-
requisites,
Action items sequence) What
support, advice
or assistance is
required
Timeline Dates of start
and end for
each individual
measure (due
dates)
Responsibility What roles must
people play?
Who will be
responsible for
what measures?
Meeting Minutes – Week 4
01.08.2021
Date and Fourth meeting
Meeting Number
All members of the staff
Attendees

Carol
This week’s team
leader
Team training in: • product features
and benefits •overcoming objectives
• closing techniques.
Status of action
Team
items
training to be followed up with individual
support from team leader when making sales
calls.
what is left to do on a project.
Progress report

• Quantity of work (untimely completion,

limited
production)

Issues and concerns • Quality of work (failure to meet

about work quality standards)
performance • Inappropriate behaviors (often
referred to as poor attitude)
• Resistance to change.
Inappropriate interpersonal relations.
Official sign-off customer.
Analysis of finished product scope.
Finalisation
Release resources. Release resources.
activities
Contract Closure or Other
(Webpage and
Procurement. Project file indexing.
action plan)
Documentation Lessons Learned.
Festivity.
it is good for the team, organization, existing
Lessons Learned and
future projects.
 In the absence of a clear communication, the
Communication from urgent wish to know what will satisfy. When
Project Sponsor a top manager says that they must "focus on
our promise"
Provide counselling
Mentality improved

Follow-Up Email Subject Lines

Last meeting follow-
up
Action Item Responsibility
Description Major or key
steps that
must
be taken to
achieve your
objectives
Dependencies What other
measures must
be taken before
this action (pre-
requisites,
Action items sequence) What
assistance,
advice or
assistance is
needed?
Timeline Dates of start and
end for each
individual measure
Responsibility What roles people
need to take
Who will have
the responsibility
for which action

B) With your team, develop an action plan to establish and develop the team for
project success. The plan must include all the following:
• Introduction
• Resources required to implement the plan
• Key Performance Indicators
 • Contingency plans for possible risks
• Action plan for implementation
• Proposal for resourcing
• Conclusion and
Recommendations The plan may
address, for example:
• Training
• Team building activities
• Initiatives for cross-functionality
• Enhancing communication with the sponsoring organisation
• Sustainability initiatives
• Work-life balance
• Emotional and cultural intelligence

Template 2 -Action Plan

Introduction:
Write the introduction to the action plan, including background information about the
organisation and an overview of the project.

Action plan for MMI Project new campus in Sydney

• The board of directors has allocated 3 million dollars to the project.

• Project duration: 1 year.
• You can employ four new staff members to be part of the project team
for the duration of the project. The rest of the staff must be sourced
from existing MMI personnel (flexible work arrangements will be
needed)

Conduct research, analyse and document the resources required to implement the
action plan in the table below.

Required Resources
Goods and services Complete team of project. Sub teams, technical
 teams and functional teams meet individually, as
appropriate

Human resources All stakeholders

Physical resources Premises, equipment, installations, adequations.

Financial resources 3 million dollars are going to be required for the

project.

Develop at least three Key Performance Indicators (KPIs) that will help you measure
the success of your action plan and write them in the space provided. (3 KPIs)

KPIs

KPI 1 Employee satisfaction: If employees are happy at

work and believe in their product/company,
customers find it out.

KPI 2 Financial accomplishment: Financial indicators

include: revenue growth, net profit, return on
investment among others. The most common
performance metrics

KPI 3 Customer based project: In its new Sydney

campus, the company aims to attract new
customers.

Identify at least two risks to the implementation of the action plan and develop a risk
treatment plan for each risk. Use the contingency plan template provided below.
o Risks must include:

▪ One risk due to employee underperformance.

▪ One risk due to a breach of health and safety compliance responsibilities.
 Risk Treatment Plan 1

Risk identified: Covid-19 non-compliance biosecurity measures

Strategies/activities to minimise the risk (2) By when By whom

Mitigation 01-05- Gareth
2021 McEnroe

Adequation 05-05- Carol

2021 Smith

Risk Treatment Plan 2

Risk identified: Going behind the schedule

Strategies/activities to minimise the risk (2) By when By whom

Accelerate performance 05-05- Diane
2021

Avoid mistakes 10-05- Michael

2021

Determine the actions for the implementation of the action plan. Use the template
provided below to complete your answers.
o In your plan
include:
▪ Three objectives
▪ Two performance measures for each objective
▪ Two tasks relevant to each objective
Action Plan
 Objectives: Performance Tasks:
measures
1 Financial ● Internal financial ● Permanent review on
stability stability financial statements
● Increase in sales ● Effective financial
planning
2 Continuous ● Innovation driven ● Training in innovation
improvement culture mindset
● Learning ● Offer learning
perspective culture possibilities to customers.
3 Customer ● Customer based ● Training in customer
increase approach services attention
● Customer feedback ● Activities to collect
gathering feedback

Develop a proposal for resourcing. Use the template provided below.

Proposal for Resourcing

Benefits Improved productivity & reduced costs

Many innovative processes involve reducing unit costs. This
could be achieved by improving company production
capacity and/or flexibility – so that economies of scale can
be used.
Better quality
Better quality products and services are definitely more
likely to respond to customer requirements. In the event
they are created effectively, sales and profits will increase

Resource Critical actions translate a policy plan into actions to

Implementation promote business growth from a document on the shelf.
Unfortunately, most companies with strategic plans do not
implement them. For many reasons, nine out of ten
 organisations, according to Fortune Magazine, have failed
to implement their strategic plan.

• 60% of organizations don’t link strategy

to budgeting
• 75% of organizations don’t link employee
incentives to strategy
• 86% of business owners and managers spend
less than one hour per month discussing strategy

Budget

Risk In order to ensure that participants stay focussed, online

assessment workshops should have less duration. Up to 5 hours of
sessions with frequent breaks are recommended per
day;

- The number of participants and subjects outside the core

team should be minimised during the session;
 - For workshops including nodes (such as HAZOPs),
each node, i.e. subsystem, reviewed should be
minimized to avoid unnecessary scrolling.

Information Primary sources are original materials on which another

Sources research is based, including:

o original written works – poems, diaries,

court records, interviews, surveys, and
original research/fieldwork, and
o research published in
scholarly/academic journals.

Secondary sources are those that describe or analyse

primary sources, including:

o reference materials –
dictionaries, encyclopedias,
textbooks, and
o books and articles that interpret, review,
or synthesize original research/fieldwork.

Legal and WHS In 2011, Safe Work Australia developed a single set
of WHS laws to be implemented across Australia. These are
known as ‘model’ laws. For the model WHS laws to become
legally binding, the Commonwealth, states and territories
must separately implement them as their own laws.
We are responsible for maintaining the model WHS laws,
 but we don’t regulate or enforce

them. The model WHS laws include:

▪ the model WHS Act

▪ the model WHS Regulations

▪ model Codes of Practice.

Based on your work, write a conclusion with appropriate recommendations (3) to

management about how to best implement the action plan. (40-80 words)
Conclusion and recommendations:

The Conclusions section provides a summary of the main points of your discussion, the
main aspects of your design and the important results of your research. As it is
designed to complete your project's history, it should:

• to be written in direct connection with the project objectives as set out in

the Introduction
• indicate the extent to which the aims have been achieved
• summarise the key findings, outcomes or information in your report
• Recognize limitations and make future work recommendations
(where applicable)
• Emphasize the importance or utility of your work

C) Provide a screenshot of the completed project website (home/landing page):

Task 2.3 Evaluation of teamwork

A) Reflect on your work with the team, and document how you performed each of th e
requirements specified in the table provided below (40-80 words/item), give a
hsepresciafincdexean ach requirement:
mhpalnecfeosr e
the organisation’s
image for all
stakeholders?
The Project Sponsor (played by your trainer) will observe team meetings and evaluate
team’s performance to ensure that each team member is meeting the above
requirements.
B) Develop the following additional documents to support teamwork:

• Strategies to ensure team members have input into planning, decision making
and operational aspects of the work team. Develop at least three strategies and
write them in the table below. (50 – 100 words per strategy)

Strategies to ensure team members have input into planning

Develop strategy to guarantee the participation of team
Strategy 1 members in the work group's planning, decision-making and
operational aspects
Serve as a role model for the work group and improve the
Strategy 2 image of the organisation

What are organisational objectives, and how your team will

Strategy 3 contribute to their achievement.

• Policies and procedures to ensure team members take responsibility for their own
work and assist others to undertake required roles and responsibilities. Develop one
policy and two procedures and write them in the table below. (100-150 words in
total)

Policies and Procedures

Develop policies and procedures to ensure team
members take responsibility for own work and assist others to
Policy
undertake required
roles and responsibilities.
Develop strategies to ensure team members have input into
Procedure 1 planning

Developing processes to ensure the recognition and

addressing of problems, concerns and problems identified by
Procedure 2
team members.

• Processes to ensure that issues, concerns and problems identified by team

members are recognised and addressed. Develop at least two processes and write
them in the table below. (100 words in total)
Processes
develop strategies to ensure that team members participate
Process 1 in the planning process

Developing processes to ensure the recognition and

Process 2 addressing of problems, concerns and problems identified by
team members.