PROJECT

PORTFOLIO

BSBXCM501
LEAD COMMUNICATION
IN THE WORKPLACE
 BSBXCM501 Lead communication in the workplace

First published 2020

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Business Works is a series of training and assessment resources developed for qualifications within the Business Services
Training Package.
 BSBXCM501 Lead communication in the workplace

Contents

Section 1: Guide workplace communication 6

Section 2: Engage in workplace communication and negotiation 9
Section 3: Review communication 13

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 BSBXCM501 Lead communication in the workplace

Student name:

Assessor:

Date:

Business/organisation you
are basing this project on:

Role within
business/organisation:

Project/significant issue to be
communicated:

Project areas requiring

negotiation (at least one):

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 BSBXCM501 Lead communication in the workplace

Section 1: Guide workplace communication

Describe the business or

organisation you are basing
this project on.
What is the name of the
business/organisation?
Which industry is it part of?
What are the main activities in
the business/organisation?
What are the broader
organisational objectives and
goals?

Summarise organisational
policies and procedures
Which policies/procedures are
applicable to your project/issue
and/or workplace
communication?
How are they applicable?
Attach policies/procedures to
your portfolio.

Summarise legislative
requirements
Which legislation applies to
your project/issue and/or
workplace communication?
How do they apply?

Research information needs of

the business/organisation
Provide a written summary of
your research.
What are the internal
information needs?
What are the external
information needs?
Are there any special
needs/diverse cultures to
consider?
How do the needs relate to

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 BSBXCM501 Lead communication in the workplace

broader organisational goals?

Which sources did you use to
obtain information (at least
three, including digital
sources)?
How did you extract relevant
information from minor
references?
Attach proof of your research
sources (e.g. internet search,
video of interview) to your
portfolio.

Develop communication
protocols
Consider the identified
information needs and
organisational goals to develop
at least two communication
protocols.
Adapt the protocols (e.g. by
using a different colour or font)
to address at least two different
contexts (e.g. deaf
employees).
Attach your protocol (including
adaptations) to this section of
the portfolio.

Support and implement

developed protocol(s)
Prepare at least two different
materials (e.g. intranet post,
poster, video, checklist etc.) to
support and/or implement the
developed protocols.
At least one of your materials
should use digital technology.
Make sure the materials direct
others to adhere to
organisational communication
requirements.
Implement the materials in the
workplace (e.g. upload an
intranet post, place a poster on
the notice board).

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 BSBXCM501 Lead communication in the workplace

Attach proof of the

implemented materials to this
section of the portfolio (e.g.
photo of poster on notice
board).

Mentor others to achieve

communication goals
Who are you mentoring?
What
expertise/wisdom/knowledge
are you able to offer?
What mentoring principles will
you follow?
How will you address
organisational communication
requirements and goals?
How will you motivate them to
communicate respectfully and
consider everyone’s needs?
Attach proof of your mentoring
session to this section of the
portfolio (unless viewed in
person by your assessor).

Attach: Policies/procedures ☐

Proof of research sources ☒

Protocols (including adaptations) ☒

Support/implementation material ☐

Mentoring session ☒

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 BSBXCM501 Lead communication in the workplace

Section 2: Engage in workplace communication and

negotiation

Prepare to communicate
complex information and
negotiate outcomes.
What information (related to
your selected workplace
project or issue) must be
conveyed and negotiated?
With whom will the
information be conveyed and
negotiated (at least two
different audiences on
separate occasions)?

First occasion:

Describe the audience

Are you aware of any
communication challenges?
Are you aware of any differing
perspectives?

Plan outcomes
What are the potential
outcomes of the negotiation
(at least two)?
What are your desired
outcomes (at least one)?

Plan approach
How will you communicate?

 What method will you

use?

 What communication
style will you adopt?

 Why is this style

suitable?
What communication
challenges/risks do you

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 BSBXCM501 Lead communication in the workplace

anticipate (at least two)?

How will you remove any
barriers that may influence
understanding?
Which negotiation techniques
will you follow to positively
influence others?

Communicate complex
information and negotiate
Attach proof of your succinct,
clear and persuasive
explanation and negotiation
(e.g. conference call
recording, video of meeting
etc.) to this section of the
portfolio (unless viewed in
person by your assessor).

Confirm negotiation outcomes

With whom will you confirm
the key outcomes of the
debate?
How will you confirm the key
outcomes of the negotiation?
Attach proof of your
confirmation to this section of
the portfolio (e.g. minutes of
meeting, draft email).

Implement negotiation
outcomes
Attach proof of the
implementation of negotiation
outcomes to this section of
the portfolio

Attach: Complex information explanation/negotiation ☐

Confirmation of negotiation outcomes ☐

☐
Implementation of negotiation outcomes

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 BSBXCM501 Lead communication in the workplace

First occasion:

Describe the audience

Are you aware of any
communication challenges?
Are you aware of any differing
perspectives?

Plan outcomes
What are the potential
outcomes of the negotiation?
What are your desired
outcomes?

Plan approach
How will you communicate?

 What method will you

use?

 What communication
style will you adopt?

 Why is this style

suitable?
What communication
challenges do you anticipate?
How will you remove any
barriers that may influence
understanding?
Which negotiation techniques
will you follow to positively
influence others?

Communicate complex
information and negotiate
Attach proof of your succinct,
clear and persuasive
explanation and negotiation
(e.g. conference call
recording, video of meeting
etc.) to this section of the
portfolio (unless viewed in
person by your assessor).

Confirm negotiation outcomes

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 BSBXCM501 Lead communication in the workplace

With whom will you confirm

the key outcomes of the
debate?
How will you confirm the key
outcomes of the negotiation?
Attach proof of your
confirmation to this section of
the portfolio (e.g. minutes of
meeting).

Implement negotiation
outcomes
Attach proof of the
implementation of negotiation
outcomes to this section of
the portfolio (e.g.
performance review
spreadsheet updated to
reflect new KPIs).

Attach: Complex information explanation/negotiation ☐

Confirmation of negotiation outcomes ☐

☐
Implementation of negotiation outcomes

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 BSBXCM501 Lead communication in the workplace

Section 3: Review communication

Obtain feedback on
communication and
negotiation
Use digital technology (e.g.
online survey, email) to obtain
feedback from at least two
sources (e.g. from mentoring
session, or negotiations).
As you seek feedback,
consider your
communication/negotiation as
well as the broader
organisation’s communication
systems, channels and
processes.
Summarise the feedback.
Attach proof of the feedback
to this section of your
portfolio.

Identify opportunity for

improvement
What areas of your
communication and
negotiation need
improvement?
How effective were the
communication channels,
systems and processes?
What areas of the team or
organisational practices need
improvement?

Document and implement

improvement requirements
Follow organisational
requirements to document
areas needing improvement.
Implement any improvements
to organisational practices
(e.g. amended
policies/procedures/protocols)
Attach proof to this section of
your portfolio

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 BSBXCM501 Lead communication in the workplace

Attach: Proof of feedback ☒

Improvement documentation/implementation ☒

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