Professional Documents
Culture Documents
BSBTWK502 Learner Guide V1.0
BSBTWK502 Learner Guide V1.0
BSBTWK502 Learner Guide V1.0
Table of Contents
Unit of Competency.............................................................................................................................4
Application..........................................................................................................................................4
Performance Criteria...........................................................................................................................5
Foundation Skills.................................................................................................................................6
Assessment Requirements..................................................................................................................7
1. Establish team performance plan.....................................................................................................9
1.1– Identify team purpose, roles, and responsibilities according to organisational and task objectives
..............................................................................................................................................................10
What makes an effective team?........................................................................................................10
Identifying roles and responsibilities.................................................................................................11
Tuckman’s team development model...............................................................................................12
Activity 1A.........................................................................................................................................13
1.2 – Develop performance plans with expected outcomes, key performance indicators (KPI’s) and
goals for work team..............................................................................................................................14
What are performance plans?...........................................................................................................14
What is a KPI?....................................................................................................................................15
Activity 1B.........................................................................................................................................17
1.3– Support team members in meeting expected performance outcomes.........................................18
Why do teams require a supportive environment?..........................................................................18
What makes a good manager?..........................................................................................................19
Meeting performance outcomes......................................................................................................20
Activity 1C.........................................................................................................................................21
2. Develop and facilitate team cohesion............................................................................................22
2.1 – Develop strategies for facilitating team member input into planning, decision making and
operational aspects of team tasks.........................................................................................................23
Strategic planning.............................................................................................................................23
Developing a strategy........................................................................................................................23
Facilitating team participation in strategic planning.........................................................................24
Activity 2A.........................................................................................................................................25
2.2 – Develop or modify policies and procedures for promoting team member accountability for
personal work and team tasks..............................................................................................................26
What is team member accountability?.............................................................................................26
Page |2
Activity 4B.........................................................................................................................................56
4.3 – Communicate and follow-up unresolved issues, concerns and problems raised by team
members with line management..........................................................................................................57
4.4 – Address unresolved issues, concerns and problems raised by stakeholders................................57
Identifying unresolved issues within the workplace.........................................................................57
Addressing stakeholder concerns.....................................................................................................58
Activity 4C.........................................................................................................................................60
Summative Assessments.......................................................................................................................61
References............................................................................................................................................62
Page |4
Unit of Competency
Application
This unit describes the skills and knowledge required to lead teams in the workplace and to actively
engage with the management of the organisation.
The unit applies to individuals working at a managerial level who lead and build a positive culture within
their work teams. At this level, work will normally be carried out using complex and diverse methods
and procedures requiring the exercise of considerable discretion and judgement. It will also involve
using a range of problem solving and decision-making strategies.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of
publication.
Unit Sector
Social Competence – Teamwork and Relationships
Page |5
Performance Criteria
Element Performance Criteria
Elements describe the Performance criteria describe the performance needed to
essential outcomes. demonstrate achievement of the element.
1. Establish team 1.1 Identify team purpose, roles, and responsibilities according
performance plan to organisational and task objectives
1.2 Develop performance plans with expected outcomes, key
performance indicators (KPIs) and goals for work team
1.3 Support team members in meeting expected performance
outcomes
2. Develop and facilitate 2.1 Develop strategies for facilitating team member input into
team cohesion planning, decision making and operational aspects of team
tasks
2.2 Develop or modify policies and procedures for promoting
team member accountability for personal work and team
tasks
2.3 Provide feedback to team members on team effort and
contributions
2.4 Develop processes for identifying and addressing issues,
concerns and problems identified by team members
4. Liaise with 4.1 Establish and maintain open communication processes with
stakeholders relevant stakeholders
4.2 Communicate information from line management to the
team
4.3 Communicate and follow up unresolved issues, concerns
and problems raised by team members with line
management
4.4 Address unresolved issues, concerns and problems raised by
stakeholders
Page |6
Foundation Skills
This section describes language, literacy, numeracy and employment skills incorporated in the
performance criteria that are required for competent performance.
Reading:
o analyses and interprets textual information from the organisation’s policies, goals and
objectives to establish team goals or to determine corrective action
Writing:
Oral communication:
o uses listening and questioning techniques to confirm understanding and to engage the
audience
Teamwork:
o selects and uses appropriate conventions and protocols when communicating with diverse
stakeholders
o uses interpersonal skills to gain trust and confidence of team and provides feedback to
others in forms that can be understood and used
o adapts personal communication style to build positive working relationships and to show
respect for the opinions, values and particular needs of others
o develops, implements and monitors plans and processes to ensure team effectiveness
o monitors and actively supports processes and development activities to ensure the team is
focused on work outcomes
Assessment Requirements
Performance Evidence
The candidate must demonstrate the ability to complete the tasks outlined in the elements,
performance criteria and foundation skills of this unit, including evidence of the ability to:
Support team to meet expected performance outcomes including providing formal and informal
learning opportunities as needed
Develop performance plans with key performance indicators (KPIs), outputs and goals for
individuals or the team which incorporate input from stakeholders
Communicate effectively with a range of stakeholders about team performance plans and team
performance
Evaluate and take necessary corrective action regarding unresolved issues, concerns and
problems raised by internal or external stakeholders.
Page |8
Knowledge Evidence
The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements,
performance criteria and foundation skills of this unit, including knowledge of:
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.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and
training legislation, frameworks and/or standards.
Links
1.2. Develop performance plans with expected outcomes, key performance indicators (KPIs) and
goals for work team
Of course, a strong team needs strong management to guide and organise the team in the most
productive ways possible. Managers need to support their employees whilst building their confidence
so that they are competent in managing themselves and making calculated decisions. Management will
be responsible for ensuring the team is aware of its purpose, and all individuals know what is expected
of them within their roles.
Equal contribution
Diverse
Strong leadership
Strong organisation
These shared attributes will enable a team to work effectively as a whole whilst
creating a healthy work environment.
(Accessed 21/01/21)
P a g e | 11
Identifying purpose
In order to be a viable competitor, any business must be run by a skilled and versatile team that
recognises the importance of being competitive and sharing workplace responsibilities. A strong team
will have a shared sense of purpose and be competent within their roles, both independently and
collectively.
To identify your organisation’s purpose, you should collectively consider three points:
What business are you really in? Who are your customers, and what do they require
from you?
What is the value that you offer? How do customers or service users benefit from the
services you provide?
What is the final outcome? Rather than focusing on the product or service process,
look at your purpose from the perspective of the result; what do you strive to achieve?
Once a team has contemplated these points, they should be able to reach similar responses. The team
can then gain a shared sense of purpose that can help them to fully establish and undertake their roles
as individuals, working towards the same outcomes for their organisation.
In order to be a viable competitor, any business must be run by a skilled and versatile team that
recognises the importance of being competitive and sharing workplace responsibilities. A strong team
will have a shared sense of purpose and be competent within their roles, both independently and
collectively.
Time management
People skills
IT literacy
Communication skills
Networking opportunities/connections.
To ensure maximum productivity, individuals should be assigned roles and responsibilities that play to
their strengths. For example, for networking, it will be wise to assign this responsibility to someone who
is experienced in their field and has maybe worked for multiple businesses during their career, meaning
that they have made many contacts over time.
Someone who is very shy and does not communicate well verbally may not be suitable for the role but
may have other strengths such as finances, budgeting or IT. This is why diversity within a team is
essential to overall performance. It will be down to management to delegate roles to appropriate
personnel to achieve a balanced and effective team. Managers may choose to implement a
development model to structure performance within a team.
1. Forming 2. Storming
High level of guidance required from Understanding how decisions will be made
management
Coaching and power struggles will occur
Individual purpose and roles are unclear
Purpose becomes clear
The process has not yet been established
Individual relationships and roles still unclear
3. Norming 4. Performing
Roles and relationships are clarified within The team is committed to performing
the team
There is a strategic focus
Commitment to team goals is applied
The team starts to run independently with
Team process begins to materialise little input from management
The process then results in a stage sometimes quoted as Adjourning. This stage simply represents
positive completion and recognition of achieving the required outcome.
P a g e | 13
Activity 1A
P a g e | 14
An effective performance plan will follow a planning model, such as the perform model:
P otential – recognise the potential of the individual and monitor performance accordingly
E xpertise – consider ability, training, experience and qualities required to undertake the role
R esults – monitor results for individuals, teams and organisations appropriately
F ocus – keep the task in mind and overcome challenges to hit personal targets
O pportunity – achieve, advance and grow by seizing opportunities as they present
R esources – consider the resources required to support personal development
M otivation – make work enjoyable and interesting and offer feedback whenever possible.
Source: How to Motivate Employees | to PERFORM (the-happy-manager.com
(Accessed 21/01/21)
Individual performance must be focused on organisational purpose and goals, or it will run the risk of
being counterproductive. If an employee fails to contribute to these shared goals, then their efforts may
be in vain as they will not be compatible with the input of other employees.
Another common performance monitoring method comes from introducing SMART measures. These
are similar to the PERFORM measures but have slightly different specifications. SMART measures will be
applied to specific aspects of performance to set targets for performance review.
P a g e | 15
S pecific
M easurable
A ttainable
R ealistic
T imebound
The SMART measures ensure that performance tasks are achievable and
realistic for employees and relevant for the role. To ensure that employees keep their efforts focused
and relevant, employers can often choose to utilise SMART measures alongside Key Performance
What is a KPI?
Key Performance Indicators (KPI’s) are critical indicators of progress that intend to apply focus for
strategic and operational improvement within the workplace. A KPI will allow for a critical analysis of a
company’s long-term progress by assessing multiple separate factors individually. KPI’s are used for
managing objectives and tracking the progress of both individuals and teams as a whole.
A target: Each KPI needs a target that matches the measure and the period of your goal
A data source: A KPI needs a clearly defined data source so it is clear how each
indicator is being measured or tracked
Reporting frequency: KPI’s may require different reporting needs, but it is wise to
review these regularly.
Lagging indicators must be considered, as these will give perspective to how performance has
progressed since past efforts. This can give a clear indication of how performance has evolved in the
workplace and give a comparison for employers. KPI’s are vital in target setting as they provide a
measurement method which is essential in gauging personal development, and each KPI must be
relevant and attainable for the individual’s ability within their role.
Net sales
Orders fulfilled
Growth in revenue
P a g e | 16
(Accessed 21/01/21)
P a g e | 17
Activity 1B
1.3–
Support
team
members
in meeting
expected
performance outcomes
By the end of this chapter, the learner should be able to:
Identify appropriate methods of supporting performance outcomes.
Pride: When employees are satisfied and proud of their achievements, it results in low
staff turnover, which can also mean high customer retention. It is important that
employers realise the development of workplace pride begins with them.
Employers and managers have the overall responsibility for creating a healthy, happy and supportive
working environment. The ideology of the workplace must come from the top and be installed into the
rest of the organisation by management.
(Accessed 21/01/21)
Feedback regularly
Listen
Be humble.
(Accessed 21/01/21)
By applying these methods to their working Practice, management can build positive relationships with
employees whilst supporting them to meet performance outcomes. This is beneficial for both individual
and the organisation’s development as a whole.
For example:
Being able to accurately measure performance is something that management must be able to do in
order to secure the success of the organisation. Having specified performance plans that are supportive
of the employees needs are a major part in effectively executing this process. Should an employee start
to fall short of their performance expectations, management may need to implement support in specific
areas to rectify this issue. Regular support and performance plans can be vital to implementing the
necessary changes and raise standards within a team.
P a g e | 20
Activity 1C
P a g e | 21
2.2. Develop or modify policies and procedures for promoting team member accountability for
personal work and team tasks
2.4. Develop processes for identifying and addressing issues, concerns and problems identified by
team members
P a g e | 22
2.1 – Develop strategies for facilitating team member input into planning,
decision making and operational aspects of team tasks
By the end of this chapter, the learner should be able to:
Demonstrate active participation in objective planning and decision-making processes.
Strategic planning
To harness and power a team effectively, team members should be encouraged to work collaboratively
to develop relevant and achievable strategies. Strategic planning is a central part of business
development. Strategic planning should incorporate regular, formal reviews for all areas of performance
to create and focus on attaining predetermined business objectives.
Ensuring staff and have the required skills to implement and deliver the strategy.
To encourage employee participation in planning processes, employers must consider how their ideas
will contribute towards the organisational objectives. Management may wish to review job descriptions
to see if they align with the strategic direction of the business and potentially identify gaps and
reallocations for resources.
Developing a strategy
By encouraging staff participation in the planning process, a comprehensive strategy may be achieved
due to the diversity of perspectives and experience that will be offered by employees. By integrating
employees into the planning and decision-making process, an organisation can appreciate how the plan
will affect different departments and start to visualise how to logistically implement the strategy.
Effective strategies will determine what business looks like and what is required to achieve it.
(Accessed 21/01/21)
P a g e | 23
Inclusion of employee input creates a sense of unity within a team. Valuing employees ideas is good for
morale and also beneficial to employers. Employers may gain a more realistic perspective of the
implications of a strategy from those who will be applying it to their working practice. The operational
aspects of any strategic plan will be undertaken by an organisation’s employees. Using their past
experiences can be crucial in forming strategies that exceed the performance of those previously
developed.
Involving employees in the planning stage will also help to clarify the objections of the task. If
employees have been active in the planning process, they will have a more comprehensive
understanding of the goal and why this has been assigned to them.
Casual conversations
Team meetings
Brainstorming sessions
Q&A sessions.
These formal opportunities are worth considering for gathering employee input; however, management
needs to acknowledge the value of simply being accessible and available to their staff. General feedback
from staff will often be included in the planning process, so this should be facilitated by management
wherever possible.
P a g e | 24
Activity 2A
P a g e | 25
2.2 – Develop or modify policies and procedures for promoting team member
accountability for personal work and team tasks
By the end of this chapter, the learner should be able to:
Develop policies for promoting team member accountability.
Accountability usually incurs quite negative connotations; times when a mistake has been made, or
practice has been substandard. However, there are more positive occasions in which accountability is
still relevant. It also refers to fully understanding the expectations of your role and taking ownership of
how you perform at work.
Allows for learning: Employees that are accountable within their roles are more likely
to recognise and address weaknesses. Therefore they will be more open to learning
from experience and mistakes, which will improve their overall working practice and
competence within their roles.
For employees to be fully accountable, it is wise to delegate responsibilities during meetings and briefs
while project planning. Organisations policies and procedures may need to reflect these responsibilities
for employees to understand the organisation’s objectives regarding accountability.
P a g e | 26
Different projects may require new policies that clearly specify the requirement and
procedures for the specific task. Sometimes existing policies will just need to be
adapted for them to be relatable to new projects.
By making policies applicable to the role, employees will be better prepared for how
to present at work. To be fully compliant with policies and procedures, employees must understand
what is expected of them, and this falls to management to ensure that their team is aware of the
expectations of the role.
Should a policy become outdated due to change in practice or legislation, this will need to be amended
so that it is still relevant.
P a g e | 27
Activity 2B
P a g e | 28
Having to give negative feedback can be difficult and should always be handled compassionately. Often
receiving negative feedback can be hard to hear and trigger anxieties, so management should bear this
in mind to ensure that feedback is constructive. Having to give negative feedback should be viewed as
an opportunity to improve practice. It is important to reassure the employee that you believe
improvement is possible and offer guidance on how to achieve this.
Feedback should be given to aid an individual to better themselves and subsequently, the organisation's
outcomes. Feedback should be used as a tool to construct a more effective practice, and it is important
that management work with the individual to clarify exactly what they need to do to bring their
standards up.
To deliver negative feedback compassionately, management should endeavour to make the process as
person-centred as possible.
P a g e | 29
P a g e | 30
Is there any specific support you think you would benefit from?
This will demonstrate a level of understanding and support to the employee and constructively address
the issue by looking for suitable solutions.
Positive feedback
Positive feedback is just as important as negative feedback and is sometimes overlooked. Human being
desire praise and feedback should also be used as a way of communicating an individual’s strengths and
successes within their work. Positive feedback makes an individual feel valued while boosting
confidence, which helps them to hone their skills within their role.
Develop performance
Boost morale.
As positive feedback praises good practice, it will help individuals identify their most effective working
processes. This, in turn, aids personal development, making the overall team more competent and
confident within their roles. Management needs to recognise the importance of giving constructive and
well-supported feedback to strengthen their teams and meet objectives efficiently.
Management can also consider rewarding success as a way of feeding back positively to teams. This
can be done by:
Broadcasting figures
Publicising results
Team prizes
P a g e | 31
This is beneficial to team morale and provides an added performance incentive. It also demonstrates
gratitude from higher management to employees which employees value as it is nice to be appreciated
within your role.
Activity 2C
P a g e | 33
2.4 – Develop processes for identifying and addressing issues, concerns and
problems identified by team members
By the end of this chapter, the learner should be able to:
Develop a process for team members to report issues or concerns
Employee attitudes/behaviours
Product/service quality
Resources
IT malfunctions
Competitor performance
Team performance.
Management must be prepared to offer solutions and problem-solving methods to employees who
identify an issue. Processes must be developed and shared with employees to unify the system for
reporting concerns.
Processes for identifying issues will feature the following five stages:
Identification: The first stage of the process will be the initial identification of the issue
or concern. The individual will then identify who to report their concerns to within the
workforce
Containment: Efforts must then be made to contain the issue; for example, if the issue
was concerning a contact, it would be advisable to cease dealings with that contact
until the issue has been dealt with accordingly
Consideration: Consider the potential impact of the issue. The concern must then be
analysed by all relevant individuals and possible solutions considered before actions
are taken
Defining the process will, in turn, structure the support network for employees whilst enabling
employers to construct a stronger case management strategy. Processes will need to be clear and
appropriate for the individual work setting. Ensure that relevant personnel are available and
approachable for employees to report concerns to avoid disruption to working practice.
P a g e | 35
Activity 2D
P a g e | 36
3. Facilitate teamwork
3.1. Encourage team members to participate in and to take responsibility for team activities
3.2. Support the team in identifying and resolving work performance problems
Support employees
Offer incentives
There is no room for animosity, conflict or any other unprofessional behaviours within a team. Not only
is this detrimental to team morale, but it also affects individuals personally and overall productivity.
Employees must be able to trust that they have a supportive network within the workplace; if
employees are distrusting of colleagues, they will be reluctant to want to undertake responsibilities for
team projects and activities.
Monitoring progress
Project management
Opportunities should be offered in various aspects of projects so that employees have options for taking
responsibilities that they will be comfortable with. This helps employees progress professionally but also
ensures productivity is maintained. Management may wish to assign tasks to individuals to establish
their level of skills before undertaking responsibility for part of a project or activity. This way, the
individual's skills can be assessed before they take a more responsible lead, and management will
decide whether they think their skill set is going to be compatible with the role in question.
Confidence
People skills
Previous experience
Productivity levels
Skillset
Work ethic.
These skills must be considered to achieve the best outcomes for the organisation. If someone is
incompatible with the task in hand, they should not have responsibility for the project as this would be
counterproductive. Being responsible means being accountable for success and shortcomings alike, so
the individual must be right for the task.
Having extra responsibilities usually means having to communicate with and manage colleagues so the
individual must have the appropriate people skills and authority to be able to undertake this effectively.
Management should identify and encourage suitable individuals to undertake these roles as it could be
problematic within the team should the responsible person not be suitable.
By drawing up common aims and pre-agreeing roles with individuals, a team will be better prepared for
accepting responsibilities. It is the responsibility of the team as a whole to accept responsibility for areas
that they are confident and happy with in order to pull together to meet objectives.
P a g e | 39
What is an SMT?
SMT stands for Self-Managed Team, and if you can support and encourage team members to take
responsibility for different areas of various projects, this is essentially what you will end up with.
There are many benefits to employing and creating an SMT, for example:
Save on management costs
Raises standards
Reduced waste
To effectively lead an SMT, there will need to be full support and understanding from management. All
members of the team will need to be consulted on every aspect of employment, including pay,
performance and personal matters that affect their working performance. Management will also have
to be trusting enough to allow decisions to be made without them on occasion and will have to
surrender a large part of the typical managerial role.
Activity 3A
P a g e | 41
P a g e | 42
3.2 – Support the team in identifying and resolving work performance problems
By the end of this chapter, the learner should be able to:
Identify potential performance issues
As we have previously explored, performance plans are a great way of monitoring performance and
therefore need to be current and active for each team members. Employers will want their teams to act
and perform as a unit, but for this to be effective, employees will have to be monitored individually.
When performance plans do highlight issues with performance, this needs to be addressed
appropriately by management.
Reduced sales
Low morale
Poor communication
Unclear objectives
Low morale.
Low morale can be hugely detrimental to teams outcomes. If the morale of the whole team is low, then
management will have to rethink their strategy to improve overall performance as this will be damaging
to the efforts of the team. Low morale is often due to the dynamic of the team.
P a g e | 43
At this point, management may have to assess individual employee’s performance and conduct to
address the situation. This will include the process of how the team is structured, the relationships
within the team and who is in it.
Conflict within the team must be addressed head-on. Management needs to be strong and diplomatic
when dealing with a conflict between team members. Management should be keen to rectify issues and
call a truce; when teams are at war, productivity is low, which is bad news for returns. Management
should ensure all sides points are considered and seek an appropriate solution to restore the balance
Prior performance
Potential
Commitment.
Work-related problems should be treated as an opportunity for learning and overall improvement.
Team members should be able to use these issues as a way to improve their performance and gain
experience within their role.
To manage the team effectively and promote solutions, management may consider using a problem-
solving technique to critically analyse the issue. This will help ensure that all necessary steps have been
taken and different outcomes have been considered.
P a g e | 44
Below is a problem-solving framework that identifies both negative and positive managerial input:
Positive Negative
This process gives a logical step by step process to follow that promotes fair treatment of those
involved. It also gives management benchmarks to measure future progress and identifies both positive
and negative practice.
P a g e | 45
Activity 3B
P a g e | 46
Establish a common purpose: Set specific goals and encourage team members to work
towards them
Ask teams for their advice: Show team members that they are valued whilst installing
the ideology that asking for advice is important
Take time in responding to queries: Ensure that employees are never afraid to raise
issues or seek feedback. This demonstrates that asking for help is important and valued
by managerial staff
Having fun: Take time for team building activities and ensure everyone is treated
equally and humanely. Having fun at work is one of the best ways to ensure
productivity and team spirit remains high.
By applying these techniques, you are subtly promoting good behaviours within the workplace. If
employees are approachable and communicative, then they will collaborate with ease. Individual
P a g e | 47
behaviour is a huge part of the collaboration process, and employees must be aware of how they should
and should not be behaving.
Approachable
Communicative
Creative
Compassionate
Openminded
Hardworking.
These qualities are very desirable from an employability perspective, as they allow for integration into a
team. By applying these qualities to working practice, employees are ensuring that they are able to
collaborate with colleagues to achieve the best possible outcomes.
Stubbornness
Laziness
Arrogance
Critical of others
Reluctance to engage.
These behaviours create distinct barriers to collaboration and do not allow for a healthy working
environment. Employers will be quick to pull employees up on these traits and aspire to remove them
P a g e | 48
from the workplace as quickly as possible. Negativity within the workplace can be intimidating both to
employees and employers, and having to rectify these types of situations can be tricky.
Here is a list of Dos and Don’ts for handling negative behaviours within the workplace.
Do's Don'ts
Tell the truth Don't persist
about how you with impossible
view a situation people
Don't cause
Tackle problems further issues
head on rather by ignoring
than delaying tensions within
action the team
Team collaboration is dependent on positive and effective management. Handling individual behaviours
effectively allows for a healthy work environment and strong collaboration within the team. Serious
conflicts should be resolved according to dispute resolution processes that are in place in your
organisation.
Industry agreements
Any discrimination should be treated very seriously, as should workplace bullying. There is no specific
legislation relating to bullying in the workplace (it is not unlawful unless people are discriminating
against others on the grounds of sex, race, disability or age). However, under workplace health and
safety legislation employers have to reduce the likelihood of bullying as it affects an employee’s state of
physical or mental health.
(Accessed 21/01/21)
P a g e | 50
Activity 3C
P a g e | 51
4.3. Communicate and follow-up unresolved issues, concerns and problems raised by team
members with line management
You should aim to gather information from the stakeholders themselves and everyone within your
project team to decide on the most appropriate communication plan for you, your team and your
project. Your project schedule is something that needs communicating with the stakeholders, and you
should choose the most advantageous communication channel available for yourselves to ensure it is
effective.
Ask yourself:
Who are the stakeholders that you need to communicate with?
Along with informal methods of communicating with your stakeholders, i.e., lunch meetings and
hallway conversations, there are also formal ways to communicate with them.
For example:
Newsletters
Reports
Social media
Meetings
Conference calls.
P a g e | 53
The method should always be appropriate for the individual stakeholder, and this is something that
should be prearranged between yourselves.
Ask yourself:
What are the benefits of assigning this task to one individual?
Which team member has the strongest skill set for this task?
If an individual is assigned to this role, then they must possess strong communication skills, both written
and verbal. Experience of the role and organisation will be necessary as the stakeholder may well have
questions that require an experienced employee to answer. The individual must be central to the
project and have a clear understanding of the project's objectives.
The circumstances will be different for different organisations, but it is necessary to consider what will
work best for your stakeholders and organisation. Once responsibilities have been assigned, the
responsible person must implement a plan of action for maintaining communications. As the process
has to be accommodating of the stakeholder's needs, this is something that must be discussed with
them.
Accessible
Activity 4A
P a g e | 55
Line management will want to present the team with their feedback and information regularly to guide
the team in the desired direction. When communicating with a team, line management need to
establish appropriate communication channels for information exchange. When establishing this,
management will need to consider the circumstances of their team.
For example:
Location of employees: Are all team members working from one location? Do some
employees work remotely, or will everyone be available from the same location during
working hours?
Who the information needs to be shared with: Is it appropriate or necessary for the
full team to receive all information? Can the team be split into sub-teams for
information sharing purposes?
Communication channels
There are many methods of communication available for information exchange within the workplace,
and it is down to management to agree one suitable for their team.
Emails
Phone calls
Team meetings
Video conferencing
It is common for many communication channels to exist side by side within the workplace as each
method will have advantages and disadvantages. Verbal communication should be prominent in the
workplace as a communication channel and employers may wish to designate informal areas for staff to
communicate amongst themselves.
Team meetings are a great way of enabling line management to communicate information; they are
personal and interactive which allows for feedback and information exchange between management
and employees. The downside is that they take away from working time and are only really appropriate
for organisations that work from one fixed location. Team meetings are necessary but should be kept to
prearranged times unless absolutely vital.
Video links can be advantageous when sharing information with employees who work remotely. There
is the personal element of being able to see each other and gauge body language and mood. Then there
is the facility to share files and screens which can communicate further information or evidence to
between colleagues. Video links are also cost-effective as they save on travel and other expenses
associated with face-to-face meetings. Video conferences are an increasingly popular method of
communication for international organisations.
Traditional written communication methods still have a place within the workplace. Noticeboards have
been a common method of communication exchange for decades, and many workplaces still implement
these today. Management should be cautious of the types of information that are displayed so publicly,
though. You would not wish for private or sensitive information to be presented like this.
Activity 4B
P a g e | 58
If team members are concerned or have identified issues within the team, they will likely need to refer
this to line management. Organisations should have policies and procedures in place to unify this
process for employees. It is advisable to familiarise yourself with these policies for your organisation to
be able to report issues appropriately.
Training
Work objectives
Workplace environment/morale
Designated responsibilities.
Issues regarding morale or work environment can lead to a toxic culture within the team. Some
organisations employ fair treatment ambassadors or health and wellbeing representatives to support
those affected by these types of workplace. If management does not rectify unsolved issues of this kind,
it will have a serious effect on employee wellbeing and create larger issues further down the line.
The expectations of each stakeholder and/or client will be different depending on their interest and
level of authority. Clients and investors may have higher standards for the governance of the project
because they are funding it and they may require a more frequent and detailed flow of project
information than an employee, for example, and may also require more authority in decision-making
processes.
Employees may suggest procedures and processes that could be used in the governance of the project
that had not been thought of by management. Trade union representatives may insist on specific
industry standards or regulations as part of the governance plan. All expectations need to be considered
to form a balanced governance plan.
o current status
Risk register – self-explanatory, the risk register is an ongoing document that reports
the following:
o potential risks to the life or progress of the project due to identified issue
o the extent of the potential negative impact on the project caused by the issue
Issue log:
o a document that reports and records risks that have been realised and
unexpected events that have occurred and interrupted the project
o it documents how the incident has been dealt and the impact it has had on the
project
Concerns raised by stakeholders must at least be investigated appropriately. Having a solid reporting
system will be beneficial to the information exchange process and should be a method of clearly
documenting progress made regarding any concerns raised. It is important to maintain stakeholder faith
in the organisation when it comes to addressing concerns so that those with an invested interest in the
project feel that they are valued.
P a g e | 61
Activity 4C
P a g e | 62
Summative Assessments
At the end of your Learner Workbook, you will find the Summative Assessments.
This includes:
Skills Activity
Knowledge Activity
Performance Activity.
This holistically assesses your understanding and application of the skills, knowledge and performance
requirements for this unit. Once this is completed, you will have finished this unit and be ready to move
onto the next one – well done!
P a g e | 63
References
These suggested references are for further reading and do not necessarily represent the contents of
this unit.
Websites
Business collective: 7 Things Great Managers Do to Support Their Employees | BusinessCollective
The undercover recruiter: Undercover Recruiter - Employer Branding and Talent Acquisition Blog
(theundercoverrecruiter.com)
Publications
Managing Teams by Robert Heller. Dorling Kindersley, London 1998