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T-1.8.

Details of Assessment
Term and Year 2, 2019 Time allowed 7 Weeks
Assessment No 1 Assessment Weighting 100%
Assessment Type Individual Assessment: Workplace Scenario of an imaginary telecom organisation
Due Date Week 7 Room TBA

Details of Subject
Qualification BSB61315 Advanced Diploma of Marketing and Communication
Subject Name Leadership

Details of Unit(s) of competency


Unit Code (s) and BSBMGT605 Provide leadership across the organisation
Names

Details of Student
Student Name Daniela Lutten Leitao

College AAI Student ID 201837789

Student Declaration: I declare that the work Signature: ___________________________


submitted is my own, and has not been copied or
plagiarised from any person or source. Date: _______/________/_______________

Details of Assessor
Assessor’s Name Ahmed Shovon and Robert Cutuli

Assessment Outcome

/ 100
Results Competent Not Yet Competent Marks

FEEDBACK TO STUDENT
Progressive feedback to students, identifying gaps in competency and comments on positive improvements:
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________

Student Declaration: I declare that I have been Assessor Declaration: I declare that I have
assessed in this unit, and I have been advised of my conducted a fair, valid, reliable and flexible
result. I am also aware of my right to appeal and the assessment with this student, and I have provided
reassessment procedure. appropriate feedback

Signature: ____________________________ Student did not attend the feedback session.


Feedback provided on assessment.
Date: ____/_____/_____
Signature: ____________________________
Date: ____/_____/_____

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Purpose of the Assessment

The purpose of this assessment is to assess the student in the following Competent Not Yet
learning outcomes: (C) Competent
(NYC)
1.1. Clarify objectives, values and standards in accordance with organisation's
strategic direction
1.2. Establish linkages between organisational objectives, values and
standards and the responsibilities of relevant groups and individuals
1.3. Ensure media and language used is appropriate to individuals and group
circumstances
1.4. State clear expectations of internal groups and individuals and explain in a
manner which builds commitment to the organisation
1.5. Address expectations of the organisation
1.6. Investigate incidents promptly and communicate results clearly to relevant
groups and individuals
2.1. Build trust, confidence and respect of diverse groups and individuals,
through positive role modelling, and effective communication and consultation
2.2. Embrace, resource and effectively implement improvements to
organisational and workplace culture
2.3. Demonstrate understanding of the global environment and new technology
in work activities
2.4. Ensure actions convey flexibility and adaptability to change and
accessibility
2.5. Ensure consultation and participation in decision making occurs with
relevant groups and individuals where appropriate
2.6. Ensure decision making takes into account needs and expectations of
both internal and external groups
2.7. Ensure decision making occurs in accordance with risk management plans
for all options, and within appropriate timeframes
2.8. Ensure that the organisation is represented positively in the media and
community
3.1. Assign accountabilities and responsibilities to teams consistent with their
competencies and operational plans
3.2. Ensure teams are resourced to allow them to achieve their objectives
3.3. Empower teams and individuals through effective delegation and support
for their initiatives
3.4. Create and maintain a positive work environment
3.5. Encourage teams and individuals to develop innovative approaches to the
performance of work
4.1. Model ethical conduct in all areas of work and encourage others to adopt
business ethics
4.2. Adapt appropriate interpersonal and leadership styles to meet particular
circumstances and situations
4.3. Set and achieve personal objectives and work program outcomes
4.4. Ensure self performance and professional competence is continuously
improved through engagement in a range of professional development
activities

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4.5. Participate regularly in industry/professional networks and groups


Assessment/evidence gathering conditions

Each assessment component is recorded as either Competent (C) or Not Yet Competent (NYC). A student
can only achieve competence when all assessment components listed under “Purpose of the assessment”
section are recorded as competent. Your trainer will give you feedback after the completion of each
assessment. A student who is assessed as NYC (Not Yet Competent) is eligible for re-assessment.

Resources required for this Assessment

• Computer with relevant software applications and access to internet


• Weekly eLearning notes relevant to the tasks/questions
Instructions for Students
Please read the following instructions carefully
• This assessment has to be completed In class At home
• The assessment is to be completed according to the instructions given by your assessor.
• Feedback on each task will be provided to enable you to determine how your work could be improved.
You will be provided with feedback on your work within two weeks of the assessment due date. All other
feedback will be provided by the end of the term.
• Should you not answer the questions correctly, you will be given feedback on the results and your gaps
in knowledge. You will be given another opportunity to demonstrate your knowledge and skills to be
deemed competent for this unit of competency.
• If you are not sure about any aspects of this assessment, please ask for clarification from your
assessor.
• Please refer to the College re-assessment for more information (Student Handbook).

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TABLE OF CONTENTS

CONTENT PAGES

TASK 1. Presentation on objectives, values, standards and responsibilities

TASK 2. State clear expectations of internal groups and individuals

TASK 3. Communicating expectations

TASK 4. Investigate incidents promptly and communicate results

TASK 5. Outline the legislation, regulations, standards, relevant codes

TASK 6. Build trust, confidence and respect of diverse groups and individuals

TASK 7. Outline consultation methods

TASK 8. Embrace, resource and effectively implement improvements to organisation

TASK 9. Understanding risks in technology implementation & risk management plan

TASK 10. Ensure actions convey flexibility and adaptability using leadership styles

TASK 11. Provide job and role delegation to ensure appropriate decision making

TASK 12. Use Training Needs Analysis to clarify accountabilities and responsibilities

TASK 13. Empower teams and individuals through effective delegation and support

TASK 14. Set work program outcomes through Professional Development Plan

TASK 15. Use PITCH to communicate appropriate interpersonal and leadership styles

TASK 16. Use presentation to ensure that the organisation is represented positively in

the media and community and use leadership style to model and encourage ethical

conduct in all areas of work

APPENDIX 1 (Links to templates and external resources)

APPENDIX 2 (Task 1 Presentation Slides)

APPENDIX 3 (Task 16 Presentation Slides)






The learner is required to update and adjust the page numbers and topics based on the amount of their content
and the responses made to each task.

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GENERAL INSTRUCTIONS
The assessment consists of 16 TASKS and several scenarios which are based on workplace
situations. You will have to respond to all the tasks by demonstrating your skills and knowledge and
within the assessment guidelines and requirements. In some tasks there are templates, forms and
tables, which you will have to complete in order to ensure you demonstrate the skills and knowledge
to perform the tasks of the particular leadership role.

Additional instructions as follows:


• TASK 1 requires an electronic presentation and slides as evidence. Further details mentioned
within the task. (10 marks)
• TASK 2, TASK 3, TASK 4, TASK 5, TASK 6, TASK 7, TASK 8, TASK 9, TASK 10, and TASK
11 has equal marks. (Each carries 4 marks. Total 40 marks)
• TASK 12, TASK 13, TASK 14 and TASK 15 requires a role-play session where all the four
tasks are to combine within the role-play. Your co-learner can be your partner for the role-play
session. You must also submit role-play scripts for all four sessions as evidence. (Each
carries 10 marks. Total 40 marks)
• TASK 16 requires an electronic presentation and slides as evidence. Further details
mentioned within the task. (10 marks)

TASK 1: Prepare a presentation for inducting Alicia and other new employees (who are from diverse
background) to the organisation. Your presentation should be brief and should not exceed more than
10 slides. The presentation must state:
• Vision, objectives and values of the organisation
• How the employees should assist in reaching those organisational goals
• What you expect from all new employees
• What they are entitled to do and what they should not do (based on your workplace culture)
• How you will help them and assist them as a leader

Submit the presentation slides and attach them as APPENDIX 2.

Scenario 1
Alicia is newly employed as an Assistant Communications Manager who has to manage an existing
services team at a large “service and media communications” department. Being new to the
organisation, Alicia must become familiar with the expectations of her new employer and with the key
objectives of her team as a priority.

Alicia has inherited a team that was dissatisfied with the previous Assistant Manager, who was
described as a controlling person who withheld information from the team and took credit for their

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ideas. As a result many team members feel disillusioned and the team
is consistently underperforming (it is not meeting operational objectives).

Alicia’s new team is diverse. Team members’ cultural backgrounds, age, education and skills levels
vary widely. Alicia needs to develop strategies to build the team’s commitment to their set objectives
so the team can start to succeed and grow.

On Alicia’s first day, one team member tells Alicia there is an unresolved incident that she needs to
deal with. A customer slipped and fell when paying a bill in the reception area and as this is part of
Alicia’s team, she now needs to deal with the incident. The incident occurred two weeks ago when the
team was in transition between leaders and follow-up has not occurred.

Alicia reviews the WHS policies and procedures, and finds that the organisation doesn’t have a
comprehensive procedure for investigating and reporting incidents in its administration areas. There is
a template for recording the incident’s basic details and an incident register that is kept in the human
resources unit. The health and safety representative for Alicia’s area is on long-service leave. The
WHS policy merely states:

Incidents are defined as any event that causes injury, potential injury or may be classified as a ‘near
miss’. All incidents shall be recorded in the incident register, which must be readily accessible.

TASK 2: Alicia has come to you for assistance in dealing with this matter especially about
communicating with stakeholders. Outline and discuss a communication strategy that Alicia may use
to review the organisation’s WH&S policies and procedures with her team.

COMMUNICATION STRATEGY

First, Alicia has to know her employees to understand the best working methodology she can utilise to
make the communication and team as productive as possible.

After getting familiarised with the team she must communicate that a prolbem like that must be
reported and deal with immediately. She must highlight the extreme importance of Workplace safety
stndards and procedures.

Asking for the team opinions and insights on the matter. How they think this should be solved?
Developing some ideas with them will make them closer to the problem and will have them
understaing better the importance of that.

Following that, They must agree on the actions to be taken, review the main points and decide how to
follow up.

Alicia must instate to the company new procedures to effectively and quickly take care of these sort of
situations in the next 24 hours after the occur. She must speak with HR and notify them of the
incident and speak to the victim to check their state after the incident and see if the issue can be
resolved indoors without the need of court of involvement of lawyers.

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TASK 3: Alicia needs to prepare a meeting agenda to her new team to communicate expectations in
a way that builds commitment. Provide an outline of the points Alicia should include in the agenda.

There are some points to help Alicia to build commitment with the team. She should include in her
agenda:

1. Regarding building commitment with the team:

- Inspiration and motivation

Leaders who effectively inspire and motivate others have high energy and enthusiasm. They
energize their team to achieve goals and increase performance.

- Communication
Create a communication channel with the team members is very important. Ensure that the
team is active and participating of the decisions and consultations.

- Know your team and what they can do


It is important to spend some time to know the qualities and capacities of the team members,
in what situations they excel. Think about how often they use those strengths in their current roles and
how they might be able to further use those strengths in their work.

- What are their interests and goals


What the team members care about, inside and outside work? What are their carrer
aspirations? Knowing their aspirations can , help Alicia to build her relationship them. Since
commitment is driven by goals.

- Support and encourage


Creating a positive work environment with synergy, where everyone enjoys to work there is
essential to support and encourage the employees and it helps them to develop new skills and
abilities. Employees with a higher satisfaction and commitment, become higher performers.

2. Regarding Safety in the Workplace

- Why it is important?
Alicia should comment on the important of the workplae safety procedures and codes. Why it
is important to follow them and how all the employees should be directly inolved in that.

- What are the actions to be taken?


When an incident happens, some actions must be taken. How important is to solve the inssue
in the next 24 hours, and how knowing about that can help future incidents to happen again.

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TASK 4: Alicia is to develop an incident investigation and reporting procedure that incorporates the
assessment and treatment of risks to injury in the workplace. Outline important points she needs to
include in the procedure.

First important point is the evidence collection. Whenever the incident happens, when the first
thing to do is to visit the location and start to collect the evidence of what is happening.
After collecting all the evidence, it is necessary to do documentation and recording of all the
incident details. The evidence that is collected during the time of the incidents. The information that is
collected is recorded well and document are kept well. Also, the process of evidence collected needs
to be accompanies with photos which will be important in the understanding of the what was
happening.
Not only from data it is possible to collect evidence. Collect evidence from witnesses is also
one possibility. The evidence will need to be collected from the persons that have firsthand
information. This is important in providing a comprehensive information in the organization.
After all of the information is collected, then the information is analyzed to understand what
really happened. The evidence must be analyzed well to ensure that the facts are well understood.
The last stage is that of writing the report in the incident. The approach is going to explain
what happened and provide the evidence that is going to support the decisions that are made by the
firm in the organization.
After investigating the incident, it is necessary to implemente control options and and
measures for the workplace in case to assess and treat any risks of injury. Workplace hazard
identification, assessment and control is an on-going process. Important points to consider:

- Hazard Identification: process of analyzing each work area and task to indentify all the hazards.

- Risk Assessment: after identifing the hazards, it is necessary to indentify the nature of the risks the
hazard may result and the severity.

- Risk Control: taking actions to eliminate the risks. Where they can not be eliminated, then
implementation of control measures is required, to minimise the risks.

- Monitoring and Review: involves ongoing monitoring of the hazards identified, risks assessed and
risk control processes and reviewing them to make sure they are working effectively.

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TASK 5: Outline the legislation, regulations, standards, codes or bylaws that Alicia needs to abide by
in resolving all incidents or workplace related issues such as employment laws, employment
standards, employee performance, work safety, diversity & discrimination, information privacy, and
environmental regulations. Explain and guide her why she needs to clearly understand them for her
leadership role.

LIST OF LEGISLATION, REGULATIONS, CODES AND STANDARDS

• Workplace Gender Equality Act 2012


• Privacy Act 1988
• Fair Work Act 2009
• Fair Work Regulations 2009
• Fair Work (Registered Organisations) Act 2009
• Fair Work (transitional Provisions and Consequential Amendments) Act 2009
• Fair Work (State Referral and Consequential and Other Amendments) Act 2009
• Fair Work Amendment Act 2009
• Disability Discrimination Act 1992
• National Employment Standards
• Age Discrimination Act 2004
• Sex Discrimination Act 1984
• Racial Discrimination Act 1975
• Environment Protection and Biodiversity Conservation Act 1999
• Practice Guide Workplace privacy

WORK SAFETY

• Work Health and Safety Act 2011 No 10


• Work Health and Safety Regulation 2017
• Work Health and Safety (How to Manage Work Health and Safety Risks) Code of Practice
2015
• Code Of Practice First Aid In The Workplace January 2020
• Code Of Practice Hazardous Manual Tasks August 2019
• Code Of Practice Managing Noise And Preventing Hearing Loss At Work August 2019
• Code Of Practice Managing The Risk Of Falls At Workplaces August 2019
• Code Of Practice For The Control Of Work-Related Exposure To Hepatitis And Hiv (Blood-
Borne) Viruses
• Code Of Practice Managing The Work Environment And Facilities

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August 2019
• Code Of Practice Work Health And Safety Consultation, Cooperation And Coordination
August 2019

GUIDANCE TO ALICIA:

Leaders have a very importat role when the matter is work safety and work lesgilation. Leadership
establishes the standards and values in an organization and has the power to enforce legislation
requirements. And that is why it is so important that us, leaders, have a deep understanding of the
challenges that the employees face while doing their jobs.

Protecting workers and other persons against harm to their health, safety and welfare through the
elimination or minimisation of risks arising from work. This is our responsability. The employees have
to be training and instructed regarding work safety and regulations. It is also the leader responsability
to implemente new processes to improve that and encourage the team to take them very seriously.

You have to set the example by showing yout commitment to the codes and legislations, being
actively involved in the team’s matters and encouraging and valuing their participation and
commitiment.

Scenario 2
Alicia has been working in her new job as the Assistant Communications Manager in the “service and
media communications” department for two months. She is working towards building a positive team
environment and culture but there is still a long way to go. Alicia strives to be a positive influence and
role model by sharing information, helping and assisting team members, supporting team members
with resources and information and also encouraging discussion and team work. Alicia has been
informed by senior management that the long-awaited and much-dreaded computer system upgrade
is to be implemented in her department in the next three months. This is because the organisation
wants to update with new technologies.

She is asked to provide feedback and decide which of the two proposed systems will suit her
department’s activities better: option one is the “SAPPHIRE (SAP BUSINESS ONE)” and option two
is the “BLUEPRINT ONEWORLD” system. Comparison and reviews of both these systems can be
found at https://www.capterra.com/enterprise-resource-planning-software/compare/168012-
153505/Blueprint-OneWorld-vs-SAP-Business-One\. In addition to this, Alicia needs to develop a risk
management plan for senior management covering the introduction of the new system for her
department. Alicia is concerned about how her team will respond to the IT changes. Alicia has turned
to you as her mentor for support. Read the questions below and provide some strategies for Alicia
that address the needs outlined in each question.

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TASK 6: List and explain any four actions that Alicia can take to ensure she has the trust and
confidence of the team. Outline any four methods Alicia could use to effectively include and consult
with her team about the proposed changes.

Opening up to the team and communicating in a way that creates a positive environment for
open communication. When Alicia opens up to the teams, then this is going to increase their trust.
She has to listen and value the contributions of each of the member of the team. This is because the
team members will need to feel that they are valued and thus develop strong confidence in Alicia.
Offer a strong support to all team members and let them know that she trusts them all as
much as they trust her. This is key in creating a mindset of teamwork and inclusivity of all teams in the
firm.
Alicia should also respect all of its members and accept the potential differences or conflicts.
This is going to help in ensuring that all of the members in the team are working towards the
realization of the same goals.
Boardroom meeting and periodic team meeting is a key factor that is important for Alicia to
consult the team members. This is because the teams are supposed to discuss together with Alicia
and make clarifications.
Interviews is another approach that is critical in consulting the team members. Alicia can
interview individuals or a group of the staff. This is an approach that is going to support the demands
of all members of the team.

TASK 7: Based on the proposed systems “SAPPHIRE (SAP BUSINESS ONE)” and “BLUEPRINT
ONEWORLD” within her team’s option, Alicia will need to analyse both the systems with her team and
gather feedback from team members to decide which system to use for the department. After
conducting the meeting, Alicia has reported to you a summary of her discussion with the team. They
have come up with the PROS and CONS of both the systems and decided on “SAPPHIRE (SAP
BUSINESS ONE)”. As the manager, you will need to decide and approve the outcome of the
discussion and outline the reasons.

SAP Business One

Pros
- Works on all plataforms: Mobille Android, IOS and Windows Phone/ Web based;
- Offers Encryption of sensitive data at rest, HTTPS for all pages and Multi-factor authentication
options;
- Support different languages such as Arabic, Deutch, English, French, Italian, Spanish;
- It has 259 different integrations;
- Offer support on Phone and Online, but also has a knowledge base and video tutorials;
- Lower technology costs;

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- Capture all of your information in one system and improve decision making – which will ultimately
save your business time and money;
- Spend less time manually transferring information and more time growing your business;
- Instantly access the information needed to respond quickly to customer needs and make confident
business decisions;
- One single, integrated system to eliminate redundant data entry and errors, whilst improving your
processes and strengthening your bottom line;
- Centralised access to information, making it easier to form closer customer relationships, manage
sales contracts and communication.

Cons
- It does not offer retention of customer data after service cancellation;
- Limited functionalities.

BLUEPRINT ONEWORLD

Pros

- Offer Retention of customer data after service cancellation;


- Offers a Free Trial;
- Store entity information, documents and organisational charts in a highly secure format to create a
single source of truth;
- Manage the ongoing accuracy of the corporate record using compliance calendars, reminders and
workflows for better data;
- Surface the right information, to the right people at the right time in order to complete routine
business processes;
- Report on governance and compliance requirements and electronically file statutory forms into
global regulatory bodies;
- Integrate data from multiple business units like legal, tax, finance, treasury and compliance in a
single system of record for all your corporate governance needs;
- Easily and efficiently file necessary forms electronically to specific regulatory bodies within
applicable jurisdictions across the globe.

Cons

- It has only 3 integrations with other programms;


- Offers support only by phone and online;
- Only available for web based plataform;
- It only offers support for one language: English;
- High cost to maintain.

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The two system have its pros and cons. But, for what our company is looking for and in
necessity at the moment, the best choice is definitely the SAPPHIRE. By approving my teams
decisions, I now outline the reasons why that was the best option.
The SAPPHIRE systems is compatible with all the plataforms and over many diferente
integrations, what makes easier to work wih it, it makes it more accessible and if any support from
anothers programms is necessary, it is also has given my employess this option.
The support option containing knowledge base and vídeo tutorials it will aslo be very helpful
when training our team to use this new system. Swapping our system it wil be a big hange that may
affect our performance, so having our team well trained is essential.
The SAPPHIRE gather all rhe information in one system, what will save our company time
and money. Also, the centralised information will hep us to get closer to our customers and manage
our contracts and sales easily.
The BLUEPRINT presentes some very good functionalities as well, but is does not seem to
be so easily adaptable as the SAPPHIRE. Also, is does not work in many plataforms, and its cost is
way higher than comparing with the SAP.
Going for the SAP system was the best option taken by my assistant and our team member.

TASK 8: List three resources/considerations Alicia will need to take into account to ensure the new
computer system can be implemented successfully.

Alicia will need funds for running the operations and keep the activities running. A project will
need fund and a budget that will help in the implementation of this system. The funds is what will be
used in acquiring the required parts of the computer system. The funds will also be used in facilitating
activities. For example, the employees will need to be trained. The external trainers will need to be
facilitated to ensure that the staff are gaining the relevant skills
At the center of the implementation are the employees. They are the ones that are running
every activity in the firm an ensure that there is a realization of the goals in the organization. The
approach is critical as it will support success of the strategy. This means that Alicia must have a team
that will be running the implementation activities. The staff is the key resource that will define the
direction of the organization. At the center of the implementation are the employees. They are the
ones that are running every activity in the firm an ensure that there is a realization of the goals in the
organization. The approach is critical as it will support success of the strategy.
The computer system will need to be implemented as per a plan that will define its success.
Alicia will need to develop this plan to ensure that the new system can be implemented successfully.
But Alicia will also need a plan for implementing the new computer system. The implementation has a
timeline. This means that a plan is important to ensure that all of the activities are tracked down as
per the plan.

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TASK 9: Identify the potential risks and risk management strategy for Alicia in her implementation of
the new system.
POSSIBLE RISKS RISK MANAGEMENT STRATEGY

Inadequate software development plan Develop a thourough plan regarding the new
system and understading how it works and how it
will affect the company.
Providing training and all informations necessary
Insufficient Training about the new system for the team. Giving all
support necessary during the change.

Communicate. Make the team understand why


Lack of Change Management they have to go through this change and why it is
necessary to improve the business and having
the team’s feedback regarding the new system.

Cost and budget problems Analyse the costs and the budget the company
has to do the change and how it will affect the
ROI. DIsponibilizing the necessary resources.
Denying Organizational Impact Changing the system will have an impact in the
organizational, on the employees and customers.
Understand and be ready for those impacts.
Acknowledging those impacts and working on
them.
Failure to readapt to the system Some of the company’s proceses will have to be
readapt to fit how the new system wirks. Working
that with the whole team before the
implementation of the system. All having their
feedback during the whole process.

TASK 10: Identify which leadership style/s (Autocratic, democratic, Situation or transformational)
should Alicia demonstrate to effectively promote the change. Explain your reasoning based on the
situation.

To promote this change, Alicia should demonstrate a Democratic Leadership. A Democratic


leadership consists in the leader making decisions based on each team member opinion. Even being
the leaders final call, each employee has an equal say on a project's direction.

When implementing a new system in the company, it is very important to have a two-channel
communication with the employees. Considering their insights and feedbacks is essential to the
success of this change.

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Having an open discuss about the new implementations and the changes that are going to
occur in the company and within the team is essential to guarantee positive results and avoiding
potential risks that this type of change may generate.

A big change like that requires a participative leadership. Alicia will still be providing guidance
and control in that situation, but she will be valuing the collaboration and affirmation of the team
members.

Scenario 3
Alicia has now worked in the “service and media communications” department as the Assistant
Communications Manager for six months. Her team is beginning to work more effectively together.
Alicia’s objective is to continue to develop her team members so they feel empowered and
encouraged to suggest new and innovative ways of working.

A key strategy to further develop the team is through increasing team members’ responsibilities. This
will provide training and development opportunities for the team. Alicia needs to consider how to
delegate so she can assign new tasks to team members. She identifies three team members who
have expressed an interest in taking on more responsibilities. Alicia begins to delegate tasks to these
three team members.

Molly is the currently the team’s administrative assistant and is interested in managing the budgets.
She is also keen to undertake further studies in managing finances. Sabrina is interested in marketing
and wants to become involved in the marketing strategy. Sisi currently does data entry but is more
interested in customer service and social media work.

Read the questions below and provide some strategies for Alicia that address the needs outlined in
each question.

TASK 11: Outline the steps in delegation that Alicia should follow.

Step 1. Prepare - Alicia must be prepared to delegate the duties and have the necessary plans in
place to ensure that everything that is needed for delegated is put in place and than the goals are
established. She must define the tasks she will be delegating. What is necessary at that moment?

Step 2. Assign the roles -After making all the necessary preparations, then Alicia can assign roles
based on the competence of the team members. When assigning the roles, she will have to consider
how experiencied they are. Finding who in the team is capable of an task and who is not. It is also
possible for her to delegate with participation and discussion. On the other hand, if Alicia picks the
wrong person for a key task is a major reson for failure.

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Step 3. Communicate goals - What must be achieved? The roles and


duties of the job are communicated well. This is important for Alicia to determine the levels of
understanding of the teams. This will prevent errors and failure of duties.

Step 4. Establish commitments of team and deadlines -The teams will need to be committed to
the duties delegated. The approach will increase the success of the duties delated.

Step 5. Track progress and provide feedback -Alicia will need to give feedback at all times to
ensure that the teams are actually working well and they are able to address their needs in the
organization. Providing feedback will increase the performance of the team.
Moreover, Alicia will need to ensure that the goals are evaluated against the results achieved by the
teams. The lessons learned are important to ensure that the delegation of duties will promote better
planning and control of future delegation.
The delegation adopted by Alicia should allow the team to work and achieve the desired goals. This is
because the goals must be precise and clear. The clarity of these goals are important in the way that
the team will work.

TASK 12: Alicia needs to conduct a training needs analysis for the team members to ensure they can
take on increased responsibilities and new tasks, as well as develop a training plan to address gaps.
As a leader you participate and provide support to Alicia so that she can conduct a training needs
analysis and develop recommendations to address gaps for Molly, based on the following template.
To complete this template use one of your classmate to act this role-play as Molly while you be the
Assistant Communications Manager who is Alicia. This is the first section of the role-play. Attach a
script after the template.

TRAINING NEEDS ANALYSIS (TNA) TEMPLATE

What do we want to achieve in the period ahead?


Getting more involved with the administrative and budget area.

Where do you/we see your career progressing in the next two years?
As manager of the budget area.

How are we going to make this happen?


Support and guidance for the leader and the team .

What will you need from the company to help you to reach your career goals?
Help to attend in courses and events regarding the budget expertise. Gathering more knowledge and
information about it. Professionalizing herself in the matter.

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ROLE-PLAY SCRIPT

Alicia: Hi Molly, how are you today?


Molly: Not too bad and you?
Alicia: I’m good, thanks. So, I called to you here so we could have a Training Needs Analysis and talk
about what are you looking to achieve in the company in the next yars and how we can help you with
that. How do you feel about doing that?
Molly: It is sounds good to me. Actually, it would be very helpful for me right now. I really looking for
an evolution in my career.
Alicia: That is great to hear. So what are you looking to achieve and improve in the next few months?
Molly: At the moment, I really like being the administrative assistant, but I’m very interested in getting
involved with the budget area.
Alicia: That sounds interesting. Considering that, how do you see your career in the next two years?
Molly: Well, I have been putting a lot of effort and planning on being the manager of the budget area
in two years from now, controlling all the aspects of the area in the company. That is where I’m
planning to go in the future.
Alicia: Great! You have been working hard in the company and I can really see you doing all of that.
But how do you think we can go from where you are now to the final goal?
Molly: Support and guidance would be really important to me. Any tips or information that I can learn
with you and the team would really help me get there.
Alicia: I will definetly be here to support you. But what the company can aggregate on that?
Molly: I would be really interested in taking part of workshops and congress about the subject,
ganning more qualification. Also, business budget classes would really interest me if it was one
possibility. I’m already studying the subject by myself and going to talks about it. But I would really like
to get more involved and get more educated about it and be really sutable fr the position. Could that
be a possibility?
Alicia: Yes, definitely. As I said, you have been proving yourself in the company since the beggining,
and we are really interested in helping our employees to get where they really aiming for, would be a
privilege for us to help you achieve that. That way you would be 100% preprared to be where you
want to be. That was very good. Lovely having this conversation with you so we can be in the same
place regarding your future.
Molly: I really appreciate that Alicia, thank you.

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TASK 13: Outline how Alicia can support her team to complete their delegated tasks. To complete
this task use one of your co-workers to act this role-play as Alicia while you be the manager. This is
the second section of the role-play. Attach the role-play script inside the textbox below.

ROLE-PLAY SCRIPT

Alicia: Hi Dani, how are you? Are you busy? There are some things I would like to ask your opinion about.

Dani: Hi Alicia, I’m alright. How are you? Sure, what can I help with?

Alicia: I’m good, thanks. I came to you for some insights and some ideas to how I can support the team to
complete the tasks I have delegated to them.

Dani: Yes, I can definitely help you with that. So, there are some points that you should considerate on this
aspect. First, it is very important tha you keep yourself an active participant of the team and the tasks. Being
involved in what is going on can hel you identify any problems or difficulties they may have in complete any
task.

Alicia: Yes, this is definitely something that was on my mind on doing it. Being participative

Dani: Yes, it is a very important part of being the team leader. Being involved it does not mean you have to
only supervise. Creating small goals to be achieved and challenging them them along the way will keep them
going for it.

Alicia: By creating small challenges I would be helping them to get closer to the final objective that is
completing their taks, and I’m also going to be able to keep them going. Sometimes giving it a big task can
get them frustrating or they may lose interest in the middle of the way. With that tip I can get things to keeo
moving. That is great!

Dani: But, sometimes, by getting too involved, you may lose track of the big picture. Keep the big picture
perspective of what is going on with the team will also be very helpful. With that, you will be able to monitor
and evaluate what they are doing, and if they are keep everything on the right track. Is very important do not
ignore mistakes. Point them out and help them solve it.

Alicia: Sometimes is hard, but I understand how important it is to evaluate how they are doing and evolving.
If I have to point their mistakes to help them out, should I also point their contribution and successs, right?

Dani: And that is my final tip is: recognize their contributions and their success. Being recognized by their
work and effort helps the team to keep them boosted and confident, that way they would be encouraged to
keep doing a great job and even evolve and try to surprass to do it better. Recognize their mistakes and their
success, this will keep them going forwad.

Alicia: Yes, that was very helpful. Is very good to be able to count on you to help me get the best of the
team. Thank you Dani!

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Scenario 4
Alicia has been the Assistant Communications Manager in the "service and media communications”
department for 12 months now. Her key achievements during that time have included changing the
culture of her team to one that takes pride in achievement, implementing the new computer system
and facilitating positive work relationships. Alicia reflects on the skills she still needs to develop and
identifies the following list:

• Increase knowledge of leadership strategies


• Increase knowledge of industry best practice
• Represent the organisation at industry seminars and conferences
• Develop more business networks
• Improve negotiation skills
• Increase knowledge of IT communication systems such as video conferencing
• Improve skills in conducting performance reviews

Read the questions that follow and provide some strategies for Alicia that address the needs outlined
in each question.

TASK 14: Consider three professional development opportunities for Alicia in the next 12 months.
Prepare a learning and development plan based on the following template for Alicia to improve her
knowledge and skills. To complete this task use one of your co-workers to act this role-play as Alicia
while you be the manager. This is the third section of the role-play. Attach a script after the template.

• Increase knowledge of leadership strategies


• Increase knowledge of industry best practice
• Represent the organisation at industry seminars and conferences
• Develop more business networks
• Improve negotiation skills
• Increase knowledge of IT communication systems such as video conferencing
• Improve skills in conducting performance reviews

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Individual Professional Development Plan


Staff Name ALICIA

TIMEFRAME Personal goals: (Optional) Professional goals:


(e.g. May be planning retirement, may (e.g. Positional goals, gaining further
be wanting to develop new skills, qualifications, Memberships of Boards,
change careers, major changes to Professional Associations etc)
personal life etc)

Next 12 • Become a Senior Manager


months
• Get qualification on Leadership
Strategies
• Get qualification in IT
Communication Systems
• Be a one of the main
representants of the company in
the area

Planned Activities for reaching Planned Activities for reaching


personal goals professional goals

Next 12 • Participating on events and


months conferences to get to know
more people in the area
• Pariticpating of workshops and
courses about IT and leadership
strategies
• Study negotiation abilities and
skills
• Participate of conferences and
meetings about best practice of
the industry

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ROLE-PLAY SCRIPT

Dani: Hi Alicia. How are you? Have a minute? I would like to discuss some details about your career
and plans for this year.

Alicia: Hi Dani, Im good, how are you? Great, I would love to discuss about that with you.

Dani: Great. Let’s start with what are your professional goals for the next 12 months? Any plans or
ideas?

Alicia: Getting a qualification in Leadership Strategies and IT communication systems, become one
of the representants of the company in the area and finally become a manager in the company.

Dani: What made you consider these goals for this year?

Alicia: Well, all the goals are related to the primer goal that is becoming a manager and one of the
main representants of the company, so I have to increase my knowledge of leadership strategies,
industry best practice, negotiation skills, IT communication systems and in conducting performance
reviews. Also, is very important to me do develop my business network and be more participant of
events and congress of the area.

Dani: That sounds very well planned. What activities are you planning to do to achieve those goals?

Alicia: Being more participative to workshops and events related to those subjects to get to know
more people in the area, networking. and also to later become a representant of the company. That
way I can evolve my knowledge and skills in those subjects. Studying deeply negotiation abilities and
skills is also something that I’m planning on doing. I believe this skills are very important to becoming
a manager. I would also like to get involved in conferences and meetings about best practice of the
industry.

Dani: Perfect. I will definitely help you with your plans and goals. We will start getting you involved
with the company’s events and conferences and will start moving forward. What do you think?

Alicia: I would like that, thank you for your support Dani. It was great to be able to talk to you about it.

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TASK 15: Develop a three minutes PITCH to encourage and explain to Alicia the benefits of
participating regularly in business networks. To complete this task use one of your co-workers to act
this role-play as Alicia while you be the manager. This is the fourth and last section of the role-play.

Hi Alicia,

I would like to talk to you about something very important in the business and that I have seen in our
last conversation that you are very interested at: business networks. It may be a little bit scary at the
beginning, getting to know all those new and sometimes very influential people in the business, but
these new contacts can bring you a lot of different benefits.

Networking is about sharing, forming trust and helping one another to achieve goals. Getting in
contact with new people and finding new opportunities to assist them, you will be creating a reciprocal
assistance towards you and in achieving your goals.

Of course, it is not just about strengthen your business conections, it is also a excellent source of new
visions, perpectives and ideas. Exchanging information helps you to get new insights that may help
you view your problems or goals in a different perspective that you have never seen before.

Nertowrking brings you visibility and is essential in career building. Attending to events and having
your face known it will help build your reputation, and definitely help you to achieve your personal
goals, such as becoming a representant of the company in events. It also helps a lot to increase the
best practice knowledge, something also in your career plan. You will be learning about new
techiniques ad latest industry developments.

I’m your manager, and one of my roles is to advise you. But this does not mean that you can not look
for tips and advises in your network connections. Gaining the advice of experienced people in the
business is a very important benefit of networking. You can also give advises, what can help ypu set a
strong foundation for when you need support in return.

Of course, getting to know new people put anyone out of their confort zone. And that can assist you
into developing yout confidence and to build invaluable social skills. With that, you wi develop good
professional relationships, what will help you to get answers to questions and problems.

Business network will definitely help you improve in your personal and professional life, and it will help
you achieve your goals and develop your career, not only for the next 12 months, but for your life.

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Scenario 5
Statement of business ethics
The purpose of this Statement of Business Ethics is to raise private sector awareness of public sector
values. It is critical that the organisation and its customers, private sector contractors, suppliers,
consultants or business partners have mutual expectations of the relationship. This Statement
defines the principles of conduct that are expected of both parties in order to ensure the integrity and
professionalism of both organisations is enhanced and is a statement of Telco’s values and systems
of accountability.

Telco is committed to ethical business practices based on Australian Marketing Codes of Conduct
and Australian Privacy Principles. Telco’s business principles are as follows:
• Honour commitments.
• Take accountability and responsibility for our actions.
• Treat everyone with dignity, fairness and respect.
• Conduct business with the highest ethical standards.
• Act in accordance with our core values
• All business relationships with external parties will be transparent
• Customer Services issues and dispute decisions will be based on generic procedures and on
extenuating situations and will be impartial and will not take extraneous issues into account

Value for money means an estimate of the worth or desirability of the goods or services offered. This
can include such factors as initial cost, whole of life cost, quality, the extent to which the goods or
services meet the specified requirements and also social and environmental responsibilities.
Transparency means visible and verifiable confirmation of the integrity of the purchasing process and
compliance with relevant legislation and adopted Telco’s procedures. Impartiality means the service
process must be undertaken in a fair, objective, consistent and businesslike manner, leading to
improved performance and cost effective methods of doing business. We strive to be impartial by
ensuring that our processes are appropriate.

TASK 16: Prepare a meeting presentation that you plan to deliver to your department (that includes
Alicia, other team leaders and other team members) in regards to business ethics and employee
ethical conduct. Your presentation slides must not exceed more than 10 slides and must cover the
following topics:

• What is business ethics?


• State your own personal beliefs to your staff members.
• Why our organisation needs to be ethical?
• What do you expect from the department staff members?
• What are the expectations of other business partners?

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• Develop and mention your rules and policies to Incentives, gifts,


benefits, hospitality, meals, travel & accommodation.
• Explain your staff members what conflict of interest is and how they are supposed to avoid
such situations.

Submit the presentation slides and attach them as APPENDIX 3.

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MARKING RUBRIC FOR ALL TASKS (for trainer use only)


The assessor needs to use judgment in providing marks for the tasks based on learner performance.
TASK NO. MARK ALLOCATED MARK RECEIVED
TASK 1 10
TASK 2 4
TASK 3 4
TASK 4 4
TASK 5 4
TASK 6 4
TASK 7 4
TASK 8 4
TASK 9 4
TASK 10 4
TASK 11 4
TASK 12 10
TASK 13 10
TASK 14 10
TASK 15 10
TASK 16 10
TOTAL 100

ROLE-PLAY ASSESSING RUBRIC (for trainer use only)


The Trainer is to assess the learner’s performance in TASK 12, TASK 13, TASK 14 and TASK15
using the role-play Checklist provided below.

DID THE CANDIDATE C NYC


Identify some areas of training & development for the staff member? q q

Discuss the TNA (Training Needs Analysis) questions with the staff q q
member?

Outline on ideas to the staff member for supporting a team to complete q q


their delegated tasks?

Identify and explain three professional development opportunities for the q q


staff member in the next 12 months?

Prepare a learning and development plan for the staff member while q q
discussing?

Deliver a three minutes PITCH to encourage and explain the staff member q q
on the benefits of participating regularly in business networks?

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PRESENTATION 1 – TASK 1 – ASSESSING RUBRIC (for trainer use only)


The Trainer is to assess the learner’s performance in TASK 1 using the assessing rubric provided
below.
DID THE CANDIDATE C NYC
State the Vision, objectives and values of the organisation? q q

Clearly explain how the employees should assist in reaching those q q


organisational goals?

State what he/she expects from all new employees? q q

What they are entitled to do and what they should not do (based on your q q
workplace culture)?

Explain the new staff members on how he/she will help them and assist q q
them as a leader?

PRESENTATION 2 – TASK 16 – ASSESSING RUBRIC (for trainer use only)


The Trainer is to assess the learner’s performance in TASK 16 using the assessing rubric provided
below.
DID THE CANDIDATE C NYC
Explained what is business ethics to the audience? q q

State his/her own personal beliefs to your staff members? q q

Illustrate why the organisation needs to be ethical? q q

Explain what he/she expects from the department staff members? q q

Explain what he/she expects from contractors and other business q q


partners?
Develop and mention the house rules and policies to Incentives, gifts, q q
benefits, hospitality, meals, travel & accommodation?
Explain the staff members what conflict of interest is and how they q q
supposed to avoid?

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APPENDIX 1

Links to further resources, theory, guides and templates

1. Develop a good presentation - https://business.tutsplus.com/tutorials/creative-presentation-


ideas--cms-27281
2. Pith and Presentation templates - https://slidebean.com/presentation-templates/
3. Institute of Business Ethics (Resources on Business Ethics) -
http://www.ibe.org.uk/resources-and-codes-of-ethics/52/52
4. Further links to business ethics - http://www.ethicssage.com/ethics-resources.html
5. How To Delegate The Right Tasks To The Right People -
https://www.briantracy.com/blog/leadership-success/how-to-delegate-the-right-tasks-to-the-
right-people-effective-management-skills-for-leadership-success/
6. How to delegate (with pictures) - http://www.wikihow.com/Delegate
7. Forbes (How to Delegate More Effectively in Your Business) -
https://www.forbes.com/sites/martinzwilling/2013/10/02/how-to-delegate-more-effectively-in-
your-business/#7870fcd469bc
8. Training Needs Analysis (TNA) Guide -
http://www.skillnets.ie/sites/skillnets.ie/files/imce/u7/tna_guide_2013.pdf
9. Risk Matrix - http://www.jakeman.com.au/media/whats-right-with-risk-matrices
10. How to conduct risk analysis and use the Risk Assessment Matrix -
http://www.brighthubpm.com/risk-management/88566-tool-for-assessing-project-risk/
11. Australian Leadership Foundation (LEADERSHIP TOOLS) -
http://leadership.org.au/resources/leadership-models-tools/
12. Leadership styles: Understanding and using the right one -
https://www.informa.com.au/insight/leadership-styles-understanding-and-using-the-right-one-
for-your-situation/
13. 5 Ways top project managers allocate their resources - hhttps://blog.resourceguruapp.com/5-
ways-top-project-managers-allocate-their-resources/
14. FAIRWORK Ombudsman (Consultation and cooperation in the workplace, Best Practice
Guide) - https://www.fairwork.gov.au/how-we-will-help/templates-and-guides/best-practice-
guides/consultation-and-cooperation-in-the-workplace

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APPENDIX 2

Attach TASK 1 slides here.

Slide 1: Hi, how are you? My name is Dani, I’m senior marketing manager of Telco. I’m here today to
introduce you to the company, its goals, values, what are our expecatations for the new employess,
and explain how all the important information that you have to know when you start working with us.
Welcome to Telco!

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A LITTLE BIT
OF HISTORY
Telco is a telecommunications company
based in Australia. It was founded by John
Oliver in 2003 that it maintains a niche
brand identity, customer service,
management structure and staff.

Telco offers broadband, DSL, prepaid, post-


paid mobile phone and mobile broadband
services to approximately to customers of
most metropolitan areas in Australia.
TELCO is positively represented in the media
and the community, and is a trusted
company with a good reputation with
customer service and telecom networks.

Slide 2: I’ll start talking a bit about the company’s history. So, Telco is a telecommunications
company created in 2003 by John Oliver. It is an Australian based company that offers many different
services such as prepaid and post paid mobile phone and broadband to most Australian living in the
metropolitan areas. We are proud of having a very good reputation, that we are intend to keep and
grow, and I’m sure you can help us with that.

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OUR GOALS

We are a great organisation that


provides better network and
telecom service and well on our
way to becoming an even better
and more efficient organisation.

Reach the top 3


telecom companies of
Australia that
innovates .

Slide 3: Very important: our goals: What do we want to achieve as a company? Do we want to be the
best? Of course. Telco has as objectives and goals to become well know as an efficient organization,
providing the best service that we can. The company is also working to reach the top 3 telecom
organizations in the country that innovates. Innovation is a very important area for us. We are always
looking for new ideas and new perspectives that can help us improve that way we do service.

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SIX VALUES

CARE ABOUT THE


INTEGRITY ONE TEAM
COMMUNITY

BETTER CUSTOMER INNOVATIONS COMMITED TO


SERVICE SAFETY

Slide 4: Every company has its values. For Telco, that are six important values that we see as a must
in every employee to embrace. The first one: care about the community. We are a company that
really cares about the community and our customers. We are engaged into helping the community
and giving all the support necessary. Care with the customers is also involved with the customer
service. We are engaged to provide the best customer service always, giving support and making
sure are customer have the best service they deserve. To do so, we need to work as one team.
Everyone helping each other to achieve the same goals and objectives. That is essential at Telco. As
mentioned before, innovations are a big part of the organization, we are always trying to improve and
create new things, having new ideas, always trying to move forward.

To work as a team and provide the best, requires integrity. Being truthful, respectful and professional
is one of the most important values to have here at Telco. The last but not least: we are commited to
safety. Our employees and customers safety is something we take extremely serious here. After we
finish this presentation, I will show you the premises and do explain to you all the emergency protocol
of the company.

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REACH THE TOP


HOW YOU CAN HELP US DO IT

OPTIMIZE ORGANIZATION AND PRODUCTIVITY;

TEAM WORK;

IMPROVE YOUR SKILLS AND KNOWLEDGE;

THINK OF THE BIG PICTURE.

Slide 5: We want to reach the top, that is for sure. But how can you help us to do that? Simple.
Always keep yourself organized and productive. As I said, working as a team is essential to perfome
here at Telco. Keep your team work on point. We want to be the best, but we also want you to be your
better version of yourself. Improve your knowledge, your skills, always keep innovating and evolving.
And, of course, think of the big picture. Open your horizons to fully see what is happening and what
can you do about it.

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WHAT DO WE EXPECT

1. TAKING INITIATIVE

2. POSITIVE ATTITUDE

3. TEAM PLAYER

4. RESULTS-ORIENTED

5. DEPENDABLE AND RESPONSIBLE

6. ENTREPRENEURIAL SPIRIT

Slide 6: Yes, we have some expecations for you. Don’t be afraid to take iniative. We want to hear
your opinions and ideas. Keeping a positive attitude is very important to keep the team working and to
help find solucion and new ideas. Team Player: always keep that in mind.

What is important to achieve first and way? Understanding our goals and mission is a necessity to
help in the organization’s success. Kee a high level of trust and responsibility with your team
members and other colleagues. We value that.

Seeking for changes and innovations. Approaching your job with that spirit yes definitely something
we are expecting from our employees.

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Show up on time; Bully or Harass;

Listen; Be aggressive;

Stay positive;
Create lies or anything that
may disrupt the environment;
Socialize;

Anything illegal;
Ask for help if you need;

Respect others. Anything immoral.

Slide 7: And here there is a small of some thigns that you should and should not do. We definitely
expect that you show up on time; listen to you team members and superiors; keep a positive thinking;
socialize and interacte with your colleagues; If needed, don’t hesitate, ask for help, anytime; and, of
course, RESPECT everyone, always.

The “DO NOT DO IT” is exactly that. Do not do it, but any means. Don’t bully, harass or be
aggressive towards your co-workers. Never lie, or do anything immoral and illegal. This is the
minimum we expect from all our employees.

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PROVIDING FEEDBACK MOTIVATING THE TEAM COUNSELING

SUPPORTING MENTORING

Slide 8: As you senior manager, how I’m going to help you? Well, Im will be always here to give you
counsel or advise regarding any matter in work.

I will be regularly providing feeadback regarding the results achieved and not achieved.

Motivating, supporting and mentoring is something I will be doing most of the time. Any problems,
questions, doubts that you may have, I’m open to talk and discuss. I will be the first one to appreciate
yur hard work and results achievement, but I will also point out mistakes, but to help you solve them.

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SUCCESS SEEMS TO
BE CONNECTED WITH
ACTION. SUCCESSFUL
PEOPLE KEEP MOVING.
THEY MAKE MISTAKES.
BUT THEY DON T QUIT.

- CONRAD HILTON

Slide 9: I would like to finish with a phrase that I like and I think that represents my spirit and telco’s
spirit as a company.

“Success seems to be connected with action. Successful people keep moving. They make mistakes.
But they don’t quit”.

I brought you this phrase so you can understand that I don’t expect you to never make mistakes, but I
expect that you keep moving forward to try and solving them.

Never quit. And I’m here to help you with that.

Thank you very much for listening.

Now, I will take you to do the emergency training and protocol around the building.

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APPENDIX 3

Attach TASK 16 slides here.

BUSINESS ETHICS

Slide 1:Hi, I’m Dani,the Senior Marketing Manager. Today, this presentation will be about business
ethics and how it is reflected in the company and its employees.

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BUSINESS
ETHICS?
So what is business ethics? It consists in
the system of moral and ethical beliefs
that guides the values, behaviors, and
decisions of a business organization. It
can involve subjects as corporate
governance, discrimination, bribery,
corporate social responsibility.
The law often guides the business
ethics, but sometimes business ethics
provide a basic guideline.

Business ethics ensure that a certain


basic level of trust exists between
consumers and various forms of
market participants with businesses.

Slide 2: So what is business ethics? Why it is so important? Business ethics involve all the moral and
ethical belifies that guide a system when regarding its values, behaviours and decisions. It is about
how a truthful is a company, how it respects its customers, employees, business partners.

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WHY IS IT NECESSARY?

Build a stronger Boost customers With consistent ethical


business, offering loyalty starting with behavior comes
benefits not just fair and honest an increasingly
externally with advertising positive public image,
investors, but also methods and and there are few other
internally to staff and continuing through considerations as
the company as a the entire sales important to potential
whole. process. investors.

Slide 3: Business ethics helps the companies to grow stronger as business. How a company treats its
employees, customer and external partners makes a difference. How the customers see these
relationships and how the perceive the company and its actions, it definitely can boost their loyalty or
destroy it. With that, creating a positive public image can make a real difference in the company’s
profits.

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WHAT ABOUT
PERSONAL BELIEFS?

TRUST INTEGRITY RESPECT

Slide 4: What about me? What are my beliefs when the matter is business ethics? Well, I’m all about
three main things: Trust, Integrity and Respect. Acting with these three main values it is what makes
you ethical, in life or business. For me, threating others with respct, acting with integrity and being
truthful are the bases for any person acting on good moral and ehics, and that is what I follow, at work
and my personal life, always.

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WHAT IS EXPECTED?
BUSINESS ETHICS

HIGHEST STANDARDS OF INTEGRITY AND ACT IN


GOOD FAITH;

TRUST AND MUTUAL RESPECT;

PROFESSIONALISM;

EFFECTIVE COMMUNICATION.

Slide 5: What about you? I don’t know exactly you beliefs, but I know exactly what I expected from
each and every single one of you: Integrity and act in good faith, trust and respect, professionalism
and effective communication. These are the four main points I expect you to act on while working in
the company. I and honestly expect that you act like these wherever you go and work, no matter
what.

Also, Is important to understand the codes and laws that the company abide on and always follow
them.

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EXPECTATIONS
BUSINESS PARTNERS

1. ACT WITH INTEGRITY IN ALL BUSINESS DEALINGS

2. TREAT OTHER SUPPLIERS, PARTNERS AND CUSTOMERS PROPERLY

3. RESPECT HUMAN RIGHTS

4. RESPECT THE ENVIRONMENT

5. CARE ABOUT HEALTH, SAFETY AND SECURITY

Slide 6: Regarding business partners and business ethics, it is expected them to act as well as we
do. Integrity, Respect, and Care about safety and secutiry of all the people involved in any business,
being them customers, employees, partners and also the environment.

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RULES AND POLICES


GIFTS, BENEFITS AND HOSPITALITY

EVALUATE THE OFFER CONSULTING DECLARING THE OFFER

BENEFIT: A NEW JOB OR PROMOTION, ATTENDANCE AT PROFESSIONAL COURSES,


ACCESS TO CONFIDENTIAL INFORMATION.

GIFT: ANYTHING OF VALUE OFFERED APART FROM NORMAL ENTITLEMENTS.

HOSPITALITY: PROVIDING FOOD, DRINKS OR ENTERTAINMENT FOR GUESTS OR


CUSTOMERS. IT MAY INCLUDE FREE OR MEALS OR BEVERAGES
ASSOCIATED WITH MEETINGS OR VISITS.

Slide 7: The company has some rules and policies regarding gifts, benefits and hospitality. What
constitute those? Benefit refers to a promotion or professional courses; Gifts are anything of value
offer to the employee; and hospitality is referent to food, beverage and accommodation offers. What
to do regarding these benefts? When receiving on of those, the first thing to do is evaluate this offer. It
is a legitimate offer? What is the propose of the offer? Second thing to do is of course, consulting.
Consult about this offer to your superior, so you both can evaluate if is a valuable offer or not. And,
finally, declaring and filling a form that you received or declined this offer.

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CONFLICT OF INTEREST
WHAT IS IT?

A conflict of interest is a situation in which an individual has competing


interests or loyalties because of their duties to more than one person or
organization.

HOW AVOID IT?

Don t accept roles that are incompatible with your interests;

Avoid hiding your roles and responsibilities;

Be aware of your roles and responsibilities;

Follow the guidelines;

Seek assistance from someone impartial.

Slide 8: When talking about gifts and benefits, another subject that comes into mindo is conflict of
interest. What is that? So, conflict of interest is when the individual interests are competing with the
company interest. For example, if an employee fails to disclose that he is related to a job candidate
whom the company team is considering for a postion.

How to avoid this conflict? Simple, be open and honest and aware about your roles and
responsabilities, follow the company’s guidelines, don’t accept any roles that don’t follow your
interests and seek help or assistance from people impartial in that situation.

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DOING THE RIGHT THING


DOESN'T ALWAYS BRING
SUCCESS.
BUT COMPROMISING
ETHICS ALMOST ALWAYS
LEADS TO FAILURE.

- VIVEK WADHWA

Slide 9: This is the end of today’s presentation, and I brought another quote that I think it is very
significant:

“Doing the right thing doesn’t always bring success. But compromising ethics almost always leads to
failure”.

Yes, we are a business and one of our main goals is evolution and profit. But ignoring ethics and
everything involved in it, it will never be more important. Success comes when you follow the right
path and work hard for it, always remember that.

Thank you all for your time.

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