BSBXTW401 Assessment Task 2 PDF

Assessment Task 2: Skills Test
Assessment type
• Skills Test - Lead and facilitate a team
Instructions provided to the student:
Assessment task description:
• This is the second (2) assessment task you must successfully complete to be deemed
competent in this unit of competency.
• This assessment task is a Skills Test.
• This assessment task consists of six (6) practical demonstration activities.
▪ Activity 1: Plan team outcomes
▪ Activity 2: Prepare work plan
▪ Activity 3: Conduct a coaching session
▪ Activity 4: Support ICT team during the implementation of the project
▪ Activity 5: Prepare action plans based on the individual and team performance
▪ Activity 6: Monitor the outcomes of action plans.
• You will receive your feedback within two (2) weeks, and you will be notified by your
trainer/assessor when your results are available.
• You must attempt all activities of the project for your trainer/assessor to assess your
competence in this assessment task.
Applicable conditions:
• This skill test is untimed and is conducted as an open book assessment (this means you are
able to refer to your textbook or other learner materials during the test).
• You will be assessed independently on this assessment task.
• No marks or grades are allocated for this assessment task. The outcome of the task will be
Satisfactory or Not Satisfactory.
• As you complete this assessment task, you are predominately demonstrating your skills,
techniques and knowledge to your trainer/assessor.
• Your trainer/assessor may ask you relevant questions during this assessment task
Resubmissions and reattempts:
• Where a student’s answers are deemed not satisfactory after the first attempt, a
resubmission attempt will be allowed.
• The student may speak to their trainer/assessor if they have any difficulty in completing this
task and require reasonable adjustments.
• For more information, please refer to the Training Organisation’s Student Handbook.
BSBXTW401 Lead and facilitate a team LAST UPDATED: Jan 2021, Version No. 1
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Location:
• This assessment task may be completed in:
☐ a classroom
☐ learning management system (i.e. Moodle),
☐ workplace,
☐ or an independent learning environment.
• Your Trainer/Assessor will provide you with further information regarding the location for
completing this assessment task.
Purpose of the assessment
The purpose of this assessment task is to assess the student’s knowledge and skills essential to lead
and facilitate a team in a range of contexts and industry settings.
• Skill to assign tasks to team members with appropriate instruction and considering any
required contingencies
• Skills to provide feedback and assistance to team members
• Skills to collate feedback on individual and team performance
• Skills to identify and implement development opportunities for others
• Skills to manage conflicts and challenges according to organisational requirements.
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Simulated Environment
These instructions are to be followed if the student is unable to complete the assessment in a workplace
environment.
Assessment task instructions

• The purpose of this assessment task is to assess the students’ knowledge essential to lead and
facilitate a team.
• The training organisation must ensure that the simulated workplace is in accordance with the
requirements specified.
• The student will take on the role of the manager at the training organisation.
• The training organisation will assign the team members to the student.
• The team must have two (2) team members, not including the student.
• The student will have the responsibility to manage the team members.
• The student must use the templates provided to document their responses.
• The student must follow the word-limits specified in the templates.
• The trainer/assessor must assess the student using the performance checklist provided.
Simulated environment requirements
Assessment task environment
This assessment task will be completed at your training organisation or a simulated environment
prepared by your training organisation.
The simulation environment consists of both the physical space and its contents (such as the equipment
and participants etc. The simulated environment is very much like a learning environment where a
student is able to practice, use and operate relevant industrial equipment, techniques, practices under
realistic workplace conditions.
Requirements for the workplace simulation environment
The trainer/assessor will ensure that the simulated workplace environment is sufficient to complete
this assessment task.
The simulated environment consists of:
• The training organisation as the workplace where the student will be required to complete their
job-related tasks and activities.
• The standard operating/workplace procedures related to the training organisation
• The trainer/assessor will provide the student with assistance throughout the assessment
activity.
The simulated environment must meet the following criteria:
Opportunities for the student to: Yes/No/NA
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Work in an ICT environment
Follow standard operating/workplace procedures
Use up-to-date software and equipment
Work within stated timelines to meet deadlines
Gain experience in the challenges and complexities of dealing with multiple tasks
Experience prioritising competing tasks and dealing with contingencies
Workplace environment to work with others in a team
Workplace environment to sufficient to communicate with diverse groups
Workplace environment sufficient to work independently and manage workload
Resources, tools, and equipment requirements
The following resources, tools and equipment will be made available by the training organisation at the
workplace to complete this assessment task:
• Access to the simulated workplace to carry out the skills assessment
o Work team
o Workplace policies and procedures.
Simulated workplace scenario
You are working as a team leader in the ICT department of your training organisation. You are leading
and facilitating a team in the training organisation while handling the ICT project.
Roles and responsibilities
As part of your job role, you have the following job responsibilities:
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• Prepare performance plans and assign tasks to team members with appropriate instruction
and considering any required contingencies
• Coordinate team and individuals and provide the required feedback and assistance to team
members
• Support team to complete the work activities
• Monitor team performance based on the work plans
• Collate and provide feedback on individual and team performance
• Identify and implement development opportunities for others
• Manage conflicts and challenges according to organisational requirements.
Task requirements
This assessment task requires you to demonstrate skills to lead and facilitate a team. You need to
complete the following activities:
• Activity 1: Plan team outcomes

• Activity 2: Prepare work plan
• Activity 3: Conduct a coaching session
• Activity 4: Support ICT team during the implementation of the project
• Activity 5: Prepare action plans based on the individual and team performance
• Activity 6: Monitor the outcomes of action plans
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Assessment Task 2: Skills Test
Skills Test:
This assessment task requires you to lead and facilitate a team for an ICT project.
During this assessment task, you are required to complete the following activities:
• Activity 1: Plan team outcomes

• Activity 2: Prepare work plan
• Activity 3: Conduct a coaching session
• Activity 4: Support ICT team during the implementation of the project
• Activity 5: Prepare action plans based on the individual and team performance
• Activity 6: Monitor the outcomes of action plans
This assessment task will be completed at your workplace or a simulated environment prepared by your
training organisation.
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Assessment activities
Activity 1: Plan team outcomes
Activity context
Management wants you to plan team outcomes for the ICT project. The purpose of planning team
outcomes is to ensure that the team members are clear regarding the following:
• expected outcomes
• goals
• behaviours
Description of the activity
This activity requires you to plan team outcomes. You are required to complete the following:
• Part A: Identify the common objectives of a workplace team, responsibilities and required outcome
• Part B: Develop an individual performance plan
• Part C: Develop a team performance plan
• Part D: Prepare a contingency plan
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Part A: Identify the common objectives of a workplace team, responsibilities and required outcome
This part of the activity requires you to identify the ICT project details and the objectives of the workplace
team, responsibilities and required outcomes for the project.
You must use template 1 to document your response.
Template 1:
Objectives of a workplace team, responsibilities and required outcome
ICT project details (30-50 words)
Team members Responsibilities
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Required outcomes for the project (30-50 words)
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Part B: Develop an individual performance plan
This part requires you to develop an individual performance plan for a team member using the
performance plan templated provided with this unit.
To develop an individual performance plan, you are required to engage in discussion with the team
member.
When engaging in discussion with the team member to prepare a performance plan, you are required to:
• Follow the communication guidelines

• Ask questions to the team member using the discussion prompts provided.
• Comply with the organisation’s standards when communicating with the team member.
• Use performance plan template provided with this unit. Document the following:
o Outcomes, goals, and behaviours
o Expectations
o Resources required to complete the goal activities
o Strategies to ensure team members are accountable for their roles and responsibilities
o Progress monitoring
▪ Follow up schedule
▪ Progress benchmarks
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Communication guidelines for the manager
During the discussion
• Work through the discussion prompts below, focusing on issues that you want to discuss.
• During the discussion, you can positively influence the discussion by:
o keeping honest communication going
o being respectful
o taking a positive approach and focusing on the future
o having realistic and reasonable expectations of each other
o seeking and confirming that you both understand what the other is saying by
summarising key points and agreements
• Confirm what has been agreed including any actions such as who will do what and by when.
• Decide what will be recorded and how it will be recorded.
Following the discussion
Prepare the performance plan by recording the main points and what was agreed using the template
provided.
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Discussion prompts
• What are your objectives, responsibilities and key activities for the
year ahead?
1. Roles and
responsibilities
• What elements of your work are you going to focus on improving
this year?
• What values or behaviours will be particularly relevant to your role?

2. Conduct and
behaviour • In what ways are you going to improve how you do your job this
year?
• What skills and knowledge will be important to your role this year?
• What skills and knowledge do you need to focus on developing this

year?
3. Knowledge
• What learning and development activities will you undertake this
and skills
year?
• How will new skills and knowledge be shared with others?
• How will your new skills and knowledge be applied to the job?
• What constitutes good performance in your current role?

4. Performance
• Are there any performance issues that need improvement?
• What challenges might you experience that your manager may need
to be aware of, or assist you with?
• What resources/support do you need to get the job done (other than
learning and development activities addressed earlier)?
5. Support
Required
• Are there any changes to the work environment or arrangements
that would assist you to do your job?
• How can your manager assist you to do a good job and possibly
perform even better?
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Part C: Develop a team performance plan
This part requires you to develop a team performance plan using the performance plan templated
provided with this unit.
To develop a team performance plan, you are required to engage in discussion with the team.
When engaging in discussion with the team to prepare a performance plan, you are required to:
• Follow the communication guidelines

• Ask questions to the team using the discussion prompts provided.
• Comply with the organisation’s standards when communicating with the team member.
• Use performance plan template provided with this unit. Document the following:
o Outcomes, goals, and behaviours
o Expectations
o Resources required to complete the goal activities
o Strategies to ensure team members are accountable for their roles and responsibilities
o Progress monitoring
▪ Follow up schedule
▪ Progress benchmarks
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Communication guidelines for the manager
During the discussion
• Work through the discussion prompts below, focusing on issues that you want to discuss.
• During the discussion, you can positively influence the discussion by:
o keeping honest communication going
o being respectful
o taking a positive approach and focusing on the future
o having realistic and reasonable expectations of each other
o seeking and confirming that you both understand what the other is saying by
summarising key points and agreements
• Confirm what has been agreed including any actions such as who will do what and by when.
• Decide what will be recorded and how it will be recorded.
Following the discussion
Prepare the performance plan by recording the main points and what was agreed using the template
provided.
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Discussion prompts
• What are the team objectives, responsibilities and key activities for
the year ahead?
1. Roles and
responsibilities
• What elements of work is your team going to focus on improving this
year?
• What values or behaviours will be particularly relevant to the team’s

role?
2. Conduct and
• In what ways is the team going to improve how they do their job
behaviour
this year?
• Are there any conflicts affecting team performance?
• What skills and knowledge will be important to the team’s role this
year?
• What skills and knowledge do the team need to focus on developing

this year?
3. Knowledge
and skills • What learning and development activities will you undertake this
year?
• How will new skills and knowledge be shared with others?
• How will your new skills and knowledge be applied to the job?
• What constitutes good performance in your current team role?

4. Performance
• Are there any performance issues that need improvement?
• What challenges might your team experience that your manager

may need to be aware of, or assist you with?
• What resources/support do the team need to get the job done (other
than learning and development activities addressed earlier)?
5. Support
Required
• Are there any changes to the work environment or arrangements
that would assist the team to do their job?
• How can your manager assist you to do a good job and possibly
perform even better?
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Part D: Prepare a contingency plan
This part of the activity requires you to plan for contingencies that could impact the team. To do so,
you are required to prepare a contingency plan using the template provided.
The contingency plan must account for the following contingencies:
• unplanned leave or absence of workers

• re-allocation of work tasks
• succession planning for important team roles
Template: Contingency plan
Contingency plan
Expected team contingencies Actions to be implemented Person responsible
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Activity 2: Prepare work plan
Activity context
Management has approved the performance plans. They have decided that an implementation plan with
regular follow-ups will be the best option to ensure the team is actively involved. The work plan will
enable the new manager, (you), to monitor that the team and individuals are working towards the KPIs
and goals established in the performance plan, mitigate any unforeseen risks at an early stage, and
address any performance issues.
This activity is a continuation of activity 1.
This activity requires you to meet with the ICT team to develop the work plan.
You must prepare the work plan using the template provided.
Before preparing the work plans, you are required to identify the following based on the outcomes of
Activity 1:
• Common team objectives.

• Team members responsibilities based on the staff expertise or development potential
When conducting the session, you are required to:
• Communicate the common team objectives and responsibilities to team members.

• Allocate tasks to team members based on staff expertise or development potential.
• Provide appropriate instructions to the team members considering their responsibilities
• Facilitate open and respectful communication and collaboration between team members,
considering the needs of those from diverse backgrounds
• Discuss the following to prepare the work plan:
o Goals/activities
o Responsibilities
o Success criteria (KPIs) to measure success
o Timeframe to complete the task
o Resources required
• Agree on the work plan.
• Submit the completed work plan to the trainer/assessor.
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Work plan template:
Action plan
Sr. no Goals/activities Responsibilities Success criteria Timeframe Resources
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Activity 3: Conduct a coaching session
This activity requires you to conduct a coaching session with the ICT team. The purpose of the coaching
session is to:
• Enhance workplace culture.

• Manage workplace conflicts
To conduct the coaching session, you are required to complete the following two (2) parts:
• Part A: Prepare to conduct the coaching session

• Part B: Conduct a meeting to coach the team members
Part A: Prepare to conduct the coaching session
This coaching session requires you to prepare to conduct the coaching session. To do so, you are required
to identify the following requirements of the coaching session.
• What is the goal of the coaching session?

• What skills will it focus on?
• What cross-collaboration opportunities amongst external and internal teams and individuals can
be implied to enhance the workplace culture?
• How can conflicts be avoided and managed?
• How will you measure the achievement of the goal of the coaching session?
You must use the template provided to document your response.
Coaching plan
Goal of the coaching

session
Skills that the coaching

session will focus on
(any two)
Cross collaboration
opportunities that can
be implied to enhance
workplace culture
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(any three)
KPIs to measure the

achievement of the goal
of the coaching session
(any two)
Procedures to avoid and

manage conflicts
(50-100 words)
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Part B: Conduct a meeting to coach the team members
This part of the activity is a continuation of part A. This part of the activity requires you to conduct a
meeting with the ICT team to coach the team members.
The agenda of the meeting is to coach the team members to enhance the workplace culture.
Before the meeting, you are required to prepare a meeting agenda using the template provided.
When conducting the meeting, you are required to:
• Greet the individual/team.

• Discuss the following:
o goal of the coaching session
o skills the coaching session will focus on
• Coach the team members regarding the following:
o Different cultures and norms
o Communication strategies that can be used when communicating with team members from
diverse backgrounds
o Strategies for effective cross-cultural communication
o Strategies to avoid and manage conflicts
• Clarify the understanding of the team members.
• Answer the questions of the team members
The individual/team members will:
• Clarify their doubts with the manger.

• Ask specific questions to enhance their understanding.
After the meeting, you are required to complete the meeting minutes template provided.
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Meeting agenda template:
Date/Time:
Location:
Chairperson:
Meeting Attendees:
Full names and roles
Agenda Item/Topic Discussion/Outcomes Action Officer Due Date
Welcome
(Agenda item 1)
Topic?
(Agenda item 2)
Topic?
(Agenda item 3)
Topic?
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Summary Overall Summary
Decision/s
Action/s if any
Next Meeting time/date
Meeting closed at:
Minutes are a true and Approved/confirmed by whom?

accurate record of the
meeting
Meeting minutes template:
Minutes of Meeting
Meeting Objective:
Attendees:
Venue:
Date:
No. Points Discussed Actions Target Date

Suggested
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Signature of attendee 1: Signature of attendee 2:
Activity 4: Support ICT team during the implementation of the project
Activity context
The implementation of the ICT project has started. As a manager, you have the responsibility to support
the ICT team during the implementation of the project.
This activity requires you to support ICT team during the implementation of the project. To do so, you
are required to conduct two (2) fortnight meetings with the team members during the implementation of
the project.
The purpose of the meeting is to monitor the implementation of the project and support the team in
achieving team goals.
During the meetings, you are required to:
• Discuss the progress of the project.

• Support individuals in the achievement of the common team goals.
• Identify and brainstorm the following with the team:
o task-related issues and efficiencies
o the possible solutions.
• Measure team member performance against agreed work plans
• Discuss the challenges that the team members are facing
• Provide feedback to the team members based on the outcomes of the project
After the meeting, you are required to:
• Complete the meeting minutes template.

• Take actions to resolve and report task-related issues and inefficiencies identified during the
meeting and complete template 3.
• Use problem-solving skills to deal with the challenges faced by the team members and complete
template 3.
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Meeting minutes template (Fortnight meeting 1):
Minutes of Meeting
Meeting Objective:
Attendees:
Venue:
Date:

Suggested
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Template 3: Fortnight meeting 1
Task-related issues and Actions taken to resolve the task-related issues and inefficiencies
inefficiencies identified (any two)
Challenges faced by the team Actions taken to deal with the challenges faced by the team
members (any two) members
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Meeting minutes template (Fortnight meeting 2):
Minutes of Meeting
Meeting Objective:
Attendees:
Venue:
Date:

Suggested
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Template 3: Fortnight meeting 2
Task-related issues and Actions taken to resolve the task-related issues and inefficiencies
inefficiencies identified (any two)
Challenges faced by the team Actions taken to deal with the challenges faced by the team
members (any two) members
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Activity 5: Prepare action plans based on the individual and team performance
Activity context
Management has asked you to evaluate the performance of the team members and provide them with
performance feedback.
This activity is a continuation of activity 4.
This activity requires you to conduct a performance review meeting with the ICT team. This meeting will
be conducted after the second-fortnight meeting conducted during the implementation of the project
(Activity 4).
Before the meeting, you are required to:
• Evaluate the performance of a team member and the ICT team based on the outcomes of activity
4.
• Measure the team member’s and team’s performance against the performance plans prepared in
Activity 1.
• Identify specific learning and development opportunities to improve the team and individual
performance and behaviours
• Prepare a meeting agenda using the template provided.
During the meeting, you are required to:
• Greet the participants

• Discuss the performance deficiencies with the team members and the ICT team
• Discuss the specific learning and development opportunities to improve team and individual
performance and behaviours.
• Prepare an action plan in consultation with the team member and the team. Include the following
details:
o Performance issues
o Learning and development opportunities
o Success criteria (KPIs) to measure success
o Timeframe to learning and development opportunities
o Resources required
• Agree on the action plan.
• Submit the completed individual action plan to the team member and the trainer/assessor.
• Submit the completed team action plan to the ICT team members and the trainer/assessor.
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Individual action plan template:
Individual action plan
Performance issues Learning and development Success criteria (KPIs) to Timeframe Resources
opportunities measure success
Version Number: 10 (Review date: 01/06/2022) Unit Code: BSBXTW401 Page 31 of 38

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Team action plan template:
Team action plan
Performance issues Learning and development Success criteria (KPIs) to Timeframe Resources
opportunities measure success
Page 33 of 38
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Activity 6: Monitor the outcomes of action plans
Activity context
Management has decided that the manager will a meeting with the team members/team to monitor the
outcomes of the implementation plans. This will help the manager to:
• Ensure that the team and individuals are working towards the KPIs and goals established in the
action plan
• Evaluate the success of learning and development opportunities.
This activity is a continuation of activity 5. This activity will be conducted after 15 days of the
implementation of the action plan prepared in Activity 5.
The agenda of the meeting is to monitor the outcomes of the action plan and evaluate the success of
learning and development opportunities.
Before the meeting, you are required to prepare a meeting agenda using the template provided.
When conducting the meeting, you are required to:
• Greet the individual/team.

• Discuss the following questions:
o Did the implementation take place?
o Was it successful?
▪ If yes:
• What improvements were you able to make?
• Do you recommend any further course of action?
▪ If no:
• What were the pitfalls?
• What will be the further course of action?
• What help do you require from the organisation?
• Agree on further solutions.
The individual/team members will:
• Answer the questions asked by the manager.

• Provide their feedback on the further course of actions.
After the meeting, you must complete the meeting minutes template provided.
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Meeting agenda template:
Date/Time:
Location:
Chairperson:
Meeting Attendees:
Full names and roles
Agenda Item/Topic Discussion/Outcomes Action Officer Due Date
Welcome
(Agenda item 1)
Topic?
(Agenda item 2)
Topic?
(Agenda item 3)
Topic?
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Summary Overall Summary
Decision/s
Action/s if any
Next Meeting time/date
Meeting closed at:
Minutes are a true and Approved/confirmed by whom?

accurate record of the
meeting
Meeting minutes template:
Minutes of Meeting
Meeting Objective:
Attendees:
Venue:
Date:

Suggested
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Assessment Task 2: Skills Test

• Skills Test - Lead and facilitate a team

Instructions provided to the student:

Assessment task description:

Resubmissions and reattempts:

• This assessment task may be completed in:

Purpose of the assessment

Assessment task instructions

Simulated environment requirements

Assessment task environment

Requirements for the workplace simulation environment

The simulated environment consists of:

• The standard operating/workplace procedures related to the training organisation

The simulated environment must meet the following criteria:

Opportunities for the student to: Yes/No/NA

Follow standard operating/workplace procedures

Use up-to-date software and equipment

Work within stated timelines to meet deadlines

Experience prioritising competing tasks and dealing with contingencies

Workplace environment to work with others in a team

Workplace environment to sufficient to communicate with diverse groups

Workplace environment sufficient to work independently and manage workload

Resources, tools, and equipment requirements

• Access to the simulated workplace to carry out the skills assessment

o Workplace policies and procedures.

Simulated workplace scenario

Roles and responsibilities

• Activity 1: Plan team outcomes

• Activity 1: Plan team outcomes

Description of the activity

You must use template 1 to document your response.

Objectives of a workplace team, responsibilities and required outcome

ICT project details (30-50 words)

Team members Responsibilities

• Follow the communication guidelines

During the discussion

Following the discussion

• What values or behaviours will be particularly relevant to your role?

• What skills and knowledge do you need to focus on developing this

• How will new skills and knowledge be shared with others?

• What constitutes good performance in your current role?

• Follow the communication guidelines

During the discussion

Following the discussion

• What values or behaviours will be particularly relevant to the team’s

• Are there any conflicts affecting team performance?

• What skills and knowledge do the team need to focus on developing

• How will new skills and knowledge be shared with others?

• What constitutes good performance in your current team role?

• What challenges might your team experience that your manager

The contingency plan must account for the following contingencies:

• unplanned leave or absence of workers

Template: Contingency plan

Expected team contingencies Actions to be implemented Person responsible

Description of the activity

This activity is a continuation of activity 1.

• Common team objectives.

When conducting the session, you are required to:

• Communicate the common team objectives and responsibilities to team members.

Sr. no Goals/activities Responsibilities Success criteria Timeframe Resources

• Enhance workplace culture.

• Part A: Prepare to conduct the coaching session