BSBLDR413 Project Portfolio 26-02-21

RTO Number: 51161 CRICOS 03963B
Trading as Workforce Education Institute

Address: Level 1, 382 Lonsdale Street Melbourne VIC 3000
BSBLDR413
Lead Effective Workplace
Relationships
Project Portfolio
Student Name
Student ID
Date
BSBLDR413 Lead Effective Workplace Relationships Project Portfolio V1.0 1

Contents
Section 1: Preparing to lead the team 4

Section 2: Sharing information and collaborating 8
Section 3: Supporting performance improvement 11
Section 4: Managing conflict 14
Section 5: Reviewing leadership 17

Student name:
Assessor:
Date:
Business or
Community/Social group this
assessment is based on:
Documentation reviewed as
preparation:
Leadership role assumed by

student (e.g. Customer
Services manager):
Team undertaking work task

(e.g. Customer services
team):
Work task that will be

completed by team:
Job roles that will be

participating in work task
(e.g. sales consultant, Job role 1
shipment officer, customer
representative): Job role 2
Job role 3
Job role 4

Section 1: Preparing to lead the team
1. Define the work task.
Describe the work team that

you lead
Provide an overview of your
chosen work team and its
objectives.
Include:
• the purpose of the team
• the team’s objectives
• a description of how the

team’s purpose relates
to the organisation’s
overall strategy.
In your answer, explain why
it’s important for workplace
relationships that your team
clearly understand its
purpose and objectives.
Collecting and analysing

information
Identify the information that
you relied on to define the
work task.
Include:
• What information did

you collect and how did
you collect it?
• How did you analyse

the information (for
example, What system

did you use? How did

you ensure that you
relied on accurate
information from a
range of sources –
internal and external?
etc)
• How did the information

that you collected
inform your planning?
For example:
o How did it help you
to decide how you
would lead your
team?
o How did it help you
to plan to achieve
the work task?
Note: Ensure that you refer
to relevant policies,
procedures and legislation in
your answer.
Attach relevant policies and

procedures, information
samples, links to information
sources and references to
this section of your portfolio.
Planning to share
information with team and
stakeholders
Plan how you will share your
ideas and information about
the work task with your team
and other internal and
external stakeholders.
Describe:

• the strategies that you

will use
• the information that you

will share
• how those strategies

and information will
help to promote team
cohesion and develop
positive workplace
relationships
• how your strategies will

meet the diverse needs
of your team and
stakeholders.
Include:
• a list of the internal and

external stakeholders
who you will include
(and why)
• a list of the team

members who you will
include (and why).
Planning to collaborate with

your team
Plan how you will collaborate
with your team to develop a
strategy to complete your
work task.
Describe:
• the diverse
requirements of your
team (e.g. cultural
differences) and the
actions that you will
take to address them
• the social and cultural

environment relevant to
your organisation and
team and how that
might support or hinder
the achievement of
your work task

• the strategies that you

will use to ensure
active collaboration
with all members of
your team
• the techniques that you

will use to engage with
members of your team
and to build trust
• any relationship
problems that you
foresee that may
impact achievement of
the task and how you
plan to address them.
How did you use your
personal and professional
networks to support your
leadership and relationship
building skills?
Attach:
Information sources/references ☐
Policies and procedures ☐
Links to relevant legislation ☐
Information samples ☐

Section 2: Sharing information and collaborating
Sharing ideas/information
Summarise the outcomes of
your information sharing
process.
Reflect on:
• whether or not the process

met the needs of the
internal and external
stakeholders as identified
in Section 1. Provide
reasons for your answer
• how the sharing of

information impacted your
workplace relationships in
this case (choose one
internal stakeholder and
one external stakeholder
to comment on
specifically).
• how your sharing of

ideas/information
complied with your
legislative/organisational
requirements
Attach proof of your
ideas/information sharing (e.g.
information piece, video, screen
recording of virtual meeting,
email, presentation etc) to this
section of the portfolio (if not
already viewed in person by
your assessor). You should
also attach links to relevant
legislation and
policies/procedures.

Collaborating with your team

your team meeting. Include:
• at least two strategies that

you developed in
collaboration with your
team to successfully
complete the work task
• at least two
communication strategies
that you used to maintain
engagement of the team
in the collaboration
process
• at least two examples of

how you adapted your
personal communication
style during the meeting

strategies that you used in
the meeting to develop or
strengthen a workplace
relationship

strategies that you used in
the meeting that facilitated
collaboration within the
team to complete the work
task
• at least two things that you

did well when leading
collaboration/workplace
relationships during the
meeting
• at least two improvements

that you would make when
leading

collaboration/workplace
relationships next time.
Attach proof of your team
meeting (e.g. video, screen
recording of virtual meeting,
audio recording of
teleconference) to this section
of the portfolio (if not already
viewed in person by your
assessor). You should also
attach a copy of the strategy
which you developed as a result
of the decisions made in the
team meeting.
Progress report
Describe the process that you
used to communicate the
progress of the work task to
internal and external
stakeholders.
Reflect on how the process that
you selected:
• supported effective
workplace relationships
• met the needs of the

individual stakeholders
(social, cultural
environment, etc)
Attach:
Proof of team meeting ☐
Links to relevant legislation ☐
Relevant policies/procedures ☐
Work task completion strategy ☐
Progress report ☐

Section 3: Supporting performance improvement
Preparing to support
performance improvement
Summarise the processes that
you followed when preparing to
support a colleague to improve
their performance.
Include:
• the signals that helped

you identify that there was
room for improvement in
performance
• the areas of performance

that required improvement
• the performance
improvements methods
that you selected and why
• the sources of information

that you relied on to inform
your decisions (don’t
forget to include
consultation processes)
• the relevant legislation,

policies and procedures
that you relied on and how
you applied them.
Attach links to relevant
legislation, policies and
procedures to this section of the
portfolio.

Supporting performance
improvement
your performance improvement
meeting.
Include:
• an analysis of the
techniques that you used
to engage and motivate
your colleague
• an analysis of the issues

that were hindering the
person’s performance and
how you addressed these
• the methods that you used

to manage the person’s
performance and how
they complied with the
legislation and policies
and procedures identified
in the first part of this
section
Reflect on:
• two things that went well in

the meeting in relation to
leading effective
• two things that you would

do differently next time.
Attach proof of performance
improvement meeting (e.g.
video, screen recording/audio
recording of virtual meeting) to
this section of the portfolio (if
not already viewed in person by
your assessor).
Attach:
Proof of performance improvement meeting (if relevant) ☐


Section 4: Managing conflict
Preparing to manage conflict

Summarise the processes
that you followed when
preparing to manage conflict
Include:
• the signals that helped

you identify that there
was conflict
• the conflict
management methods
that you selected and
why
• the sources of
information that you
relied on to inform your
decisions (don’t forget to
include consultation
processes)
• the relevant legislation,

policies and procedures
that you relied on and
how you applied them.
Attach links to relevant
legislation, policies and
procedures to this section of
the portfolio.

Managing conflict
your conflict management
meeting/s.
Include:
techniques that you
used to lead improved
and reduce conflict
• an analysis of the issues

that had led to the
conflict
• the methods that you

used to manage the
conflict and how they
complied with the
legislation and policies
and procedures
identified in the first part
of this section
Reflect on:
• two things that went well

in the meeting in relation
to leading effective
• two things that you

would do differently next
time.
Attach proof of conflict
management meeting/s (e.g.
video, screen recording/audio
recording of virtual meeting)
to this section of the portfolio
(if not already viewed in
person by your assessor).
Attach:
Proof of conflict management meeting/s (if relevant) ☐

Conflict management strategy (if relevant) ☐

Section 5: Reviewing leadership
Seeking and analysing

feedback
Summarise the processes
that you undertook to seek
and analyse feedback on your
relationship management.
Include:
• the processes that you

used to seek feedback
• the reasons that you

sought feedback
• a list of the people who

you sought feedback
from and the reasons
why you selected those
people
• a summary of the
feedback you received
feedback and the
actions that you will take
to implement it.
Identify:
• at least two areas for

future improvement in
the area of leading
workplace relationships.
Describe how you apply
this information to your
practice.
Attach copies of written
feedback that you received,
as well as copies of relevant
policies and procedures. You
should also attach
information about any training
opportunities

Attach:
Written feedback ☐

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RTO Number: 51161 CRICOS 03963B

Trading as Workforce Education Institute

BSBLDR413 Lead Effective Workplace Relationships Project Portfolio V1.0 1

Section 1: Preparing to lead the team 4

BSBLDR413 Lead Effective Workplace Relationships Project Portfolio V1.0 2

Leadership role assumed by

Team undertaking work task

Work task that will be

Job roles that will be

BSBLDR413 Lead Effective Workplace Relationships Project Portfolio V1.0 3

Section 1: Preparing to lead the team

1. Define the work task.

Describe the work team that

• the purpose of the team

• the team’s objectives

• a description of how the

Collecting and analysing

• What information did

• How did you analyse

BSBLDR413 Lead Effective Workplace Relationships Project Portfolio V1.0 4

did you use? How did

• How did the information

Attach relevant policies and

BSBLDR413 Lead Effective Workplace Relationships Project Portfolio V1.0 5

• the strategies that you

• the information that you

• how those strategies

• how your strategies will

• a list of the internal and

• a list of the team

Planning to collaborate with

• the social and cultural

BSBLDR413 Lead Effective Workplace Relationships Project Portfolio V1.0 6

• the strategies that you

• the techniques that you

Policies and procedures ☐

Links to relevant legislation ☐

BSBLDR413 Lead Effective Workplace Relationships Project Portfolio V1.0 7

Section 2: Sharing information and collaborating

• whether or not the process

• how the sharing of

• how your sharing of

BSBLDR413 Lead Effective Workplace Relationships Project Portfolio V1.0 8

Collaborating with your team

• at least two strategies that

• at least two examples of

• at least two examples of

• at least two examples of

• at least two things that you

• at least two improvements

BSBLDR413 Lead Effective Workplace Relationships Project Portfolio V1.0 9

• met the needs of the

Proof of team meeting ☐

Links to relevant legislation ☐

Work task completion strategy ☐

BSBLDR413 Lead Effective Workplace Relationships Project Portfolio V1.0 10

Section 3: Supporting performance improvement

• the signals that helped

• the areas of performance

• the sources of information

• the relevant legislation,

BSBLDR413 Lead Effective Workplace Relationships Project Portfolio V1.0 11

• an analysis of the issues

• the methods that you used