Assessment: Lead and Manage Team Effectiveness

Assessment
Task 2
Lead and manage team
effectiveness
BSBWOR502
Student Declaration
To be filled out and submitted with assessment responses
◻ I declare that this task and any attached document related to the task is all my own work and I have not
cheated or plagiarised the work or colluded with any other student(s)
◻ I understand that if I If I am found to have plagiarised, cheated or colluded, action will be taken against me
according to the process explained to me
◻ I have correctly referenced all resources and reference texts throughout these assessment tasks.
◻ I have read and understood the assessment requirements for this unit
◻ I understand the rights to re-assessment
◻ I understand the right to appeal the decisions made in the assessment
Unit Title
Unit Code
Saranzaya Davaanyam
Student name
Student ID 44502
number
Student Sara Date06/06/2020
signature
Task2 BSBWOR502
Task Number
------OFFICE USE ONLY-----
BSBWOR502 Lead and manage team effectiveness V2-2020 Page 2
RTO Provider: 91153 - CRICOS Code: 02672K

greenwichcollege.edu.au
For Trainer and Assessor to complete:
◻ Student requested reasonable adjustment for the assessment
Completed successfully Comments
DNS
Did the student satisfactorily:
The following documents have been ☐ ☐ ☐
satisfactorily completed and submitted:
 Complete team table
 Skills and knowledge table
 Team goals, values and behaviors
 Roles and responsibilities with KPIs
 Meeting minutes x 4
 Operational Plan
 Teamwork requirements table
 Strategies (3) to ensure team members
have input into planning
 One policy and two procedures to ensure
team members take responsibility for own
work and assist other to undertake required
roles and responsibilities
 Two processes to ensure that issues,
concerns and problems identified by team
members are recognised and addressed
 Team building activity description with
evidence (3)
The student has actively participated in the ☐ ☐ ☐

activity of developing the operational plan as a
team member
The student has actively participated in the ☐ ☐ ☐
activity of developing the operational plan as a
team leader
 Consulted team members to establish a ☐ ☐ ☐
common understanding of team purpose,
roles, responsibilities and accountabilities in
accordance with organisational goals, plans
and objectives
 Developed performance plans to establish
expected outcomes, outputs, key
performance indicators (KPIs) and goals for
work team
This is evidenced by:

 The team building reports in Task 2.1

DNS
 Active participation to team meetings Task
2.2 A
 Observation by trainer (see comments on
the right column)
 Supported team members in meeting ☐ ☐ ☐

expected performance outcomes including
providing formal and informal learning
 Provided feedback to team members to
encourage, value and reward individual and
team efforts and contributions
 Encouraged team members and individuals
to participate in and to take responsibility
for team activities, including communication
processes
 Supported the team in identifying and
resolving work performance problems
 Ensured own contribution to work team
serves as a role model for others and
enhances the organisation’s image for all
stakeholders

 Evaluation of team work requirements in
Task 2.3 A
 Active participation to meetings Task 2.2 A
 Team building activity in Task 2.3 C
the right column)
 Developed strategies to ensure team ☐ ☐ ☐

members have input into planning, decision
making and operational aspects of work
team
 Developed policies and procedures to
ensure team members take responsibility for
own work and assist others to undertake
required roles and responsibilities
 Developed processes to ensure that issues,
concerns and problems identified by team
members are recognised and addressed

Strategies, policies and processes developed in
Task 2.3 B
Communicated information from line ☐ ☐ ☐

DNS
managersmanagement to team
Established and maintainrf open communication
processes with all stakeholders
Communicated unresolved issues and problems
raised by team members

 Meeting minutes in Task 2.2 A
the right column)
The student has actively participated in group ☐ ☐ ☐
work with a substantial contribution that can be
assessed individually for all the requirements of
this task
Task Outcome: Satisfactory ☐ Not Yet Satisfactory ☐
Student Name:
Assessor Name:
Assessor Signature:
Date:

Table of Content
Student Declaration................................................................................................................................................2
Task 2 – Manage Team and Develop Performance Plan..........................................................7
Complete the following activities:.....................................................................................................................7
Task 2.1 Establish your team...............................................................................................................................7
Complete the following activities:...................................................................................................................12
Task 2.1 Establish your team.............................................................................................................................12
Task 2.2 Work with your team to develop the operational plan..........................................................14
Task 2.3 Evaluation of teamwork.....................................................................................................................24
Appendix 1 – Scenario.......................................................................................................................27

Task 2 – Manage Team and Develop Performance Plan
Task summary and instructions
What is this To complete this task, please refer to Appendix 1 – Scenario at the
assessment task end of this assessment document.
about?
You are employed by Bags Galore and have been asked to work with
a team of 4 to write an operational plan for the e-commerce website.
This task comprises of product-based assessment methods and direct

observation from trainer in a simulated work environment.
You are required to:
o Develop agendas for four weekly team meetings

o Participate in four weekly meetings, one of which will be
observed by the assessor
o Develop additional documents related to facilitating team
cohesion
o Develop an operational plan
It has been designed to evaluate your ability to:
o Consult team members to establish a common

understanding of team purpose, roles, responsibilities and
accountabilities in accordance with organisational goals,
plans and objectives
o Develop performance plans to establish expected
outcomes, outputs, key performance indicators (KPIs) and
goals for work team
o Support team members in meeting expected performance
outcomes
o Develop strategies to ensure team members have input
into planning, decision making and operational aspects of
work team
o Develop policies and procedures to ensure team members
take responsibility for own work and assist others to
undertake required roles and responsibilities
o Provide feedback to team members to encourage, value
and reward individual and team efforts and contributions
o Develop processes to ensure that issues, concerns and

problems identified by team members are recognised and

addressed
o Encourage team members and individuals to participate in
and to take responsibility for team activities, including
communication processes
o Support the team in identifying and resolving work
performance problems
o Ensure own contribution to work team serves as a role
model for others and enhances the organisation’s image
for all stakeholders
o Communicate information from line managersmanagement
to team
o Establishe and maintain open communication processes
with all stakeholders
o Communicate unresolved issues and problems raised by
team members
You are required to address the following:

 Task 2.1 Establish your team:
o Form and build a team that you will work with to complete
the remaining assessments
 Task 2.2 Work with your team to develop the operational
plan:
o Record meetings
o Develop the operational plan with the team
 Task 2.3 Evaluation of teamwork:

o Evaluation of teamwork requirements
o Development of strategies and processes to support
teamwork
o Team building activity
What do I need to do  submit the completed assessment tasks, according to instructions,

to complete this task  complete the tasks with sufficient detail and present them in a
satisfactorily? professional manner,
 use your own words and reference sources appropriately,
 meet the word count where required,
 use the scenario provided,
 use the templates provided where required
 apply critical thinking,
 for your performance to be deemed satisfactory in this

assessment task you must satisfactorily address all of the

assessment criteria,
 if part of this task is not satisfactorily completed you will be asked
to complete further assessment to demonstrate satisfactory
performance.
Specifications You must deliver/participate in:
 Team work to complete the operational plan

 Team work to build the team
 Team meetings (4 weekly meetings)
You must submit to GOALS
 Complete team table

 Skills and knowledge table
 Team goals, values and behaviors
 Roles and responsibilities with KPIs
 Meeting minutes x 4
 Operational Plan
 Teamwork requirements table
 Strategies (3) to ensure team members have input into planning
 One policy and two procedures to ensure team members take
responsibility for own work and assist other to undertake required
roles and responsibilities
 Two processes to ensure that issues, concerns and problems
identified by team members are recognised and addressed
 Team building activity description with evidence (3)
Resources and • Computer with Internet access

equipment • Access to Microsoft Office suites or similar software
• Learning material
• Scenario for assessment document
• Relevant policies and procedures provided in a separate folder
• Use of the templates included in this assessment document
What will the Your assessor will be looking for demonstrated evidence of your
assessor be looking ability to:
for?
o Establish and build the team
o Lead the team
o Communicate with the team effectively
o Support the team

o Take tasks to completion

o Develop key operational documents
o Participate in meeting
o Consult with stakeholders
Re-submission You will be provided feedback on your performance by the Assessor.

opportunities The feedback will indicate if you have satisfactorily addressed the
requirements of each part of this task. If any parts of the task are not
satisfactorily completed, the assessor will explain why, and provide
you written feedback along with guidance on what you must
undertake to demonstrate satisfactory performance. Re-assessment
attempt(s) will be arranged at a later time and date. You have the
right to appeal the outcome of assessment decisions if you feel that
you have been dealt with unfairly or have other appropriate grounds
for an appeal. You are encouraged to consult with the assessor prior
to attempting this task if you do not understand any part of this task
or if you have any learning issues or needs that may hinder you when
attempting any part of the assessment.
Procedures
1. Review the assessment scenario, the business documentation, including policies and
procedures and the templates provided:
o Appendix 1 – Scenario at the end of this document
o Policies and Procedures – provided in separate folder
o Templates:
 1 – Meeting minutes
 2 – Operational Plan
2. Read the following very carefully:
You will have to work with your team for 4 weeks:

 Set-up the team
 Build the team
 Lead the team
 Complete operational tasks
 Identify and address issues
All work must be documented. The trainer and assessor will observe your work and provide

Procedures
feedback in the marking sheet.
The tasks to perform with your teams are:
Week 1
o Form a team of 4 students (Task 2.1)
o Undertake a skills assessment (Task 2.1)
o Document team goals and responsibilities (Task 2.1)
o Meeting minutes week 1 (Task 2.2)
Week 2
o Start working on the development of the operational plan with the team
o Develop 3 strategies to ensure team members have input into planning, decision making
and operational aspects of work team (Task 2.3 B)
o Develop one policy and two procedures to ensure team members take responsibility for
own work and assist other to undertake required roles and responsibilities (Task 2.3 B)
o Develop 2 processes to ensure that issues, concerns and problems identified by team
members are recognised and addressed (Task 2.3 B)
Week 3
o Keep working on the development of the operational plan with the team
o Conduct a team building activity with your team (Task 2.3 C). Note: record and provide
evidence of the activity.
Week 4
o Finalise the work on the operational plan
o Complete and finalise Task 2
During teamwork you will have to meet the following requirements:

o Provide feedback to team members to encourage, value and reward individual and team
efforts and contributions
o Encourage team members and individuals to participate in and to take responsibility for
team activities, including communication processes
o Support the team in identifying and resolving work performance problems
o Ensure your contribution to work team serves as a role model for others and enhances
the organisation’s image for all stakeholders

Procedures
You will be observed by the trainer and assessor who will provide feedback in the marking
sheet and you will have to document your performance against those requirements in Task
2.3 A.
Although the assessment is worked in a group to simulate the work environment that you would
experience when leading and working with a team an organisation, the assessment submission is
individual, and it will be marked as such.
Complete the following activities:
Task 2.1 Establish your team
Address the following using the tables provided.
A) Form a team of 4 people to collaborate with when working on this assessment (development of
an operational plan for the organisation described in Appendix 1) and fill in the table below with
your team name and the name of each team member:
<Team Team member’s name

Name>
Team member Nurgul Dilan Korkmaz
1
Team member Dewa Ken Budiputra
2
Team member Kristine Marion Japor
3
Team member Saranzaya Davaanyam
3
B) In consultation with the team (Meeting 1, Task 2.2), determine what skills and knowledge
each team member will bring to the team to support the achievement of agreed goals.
1) Identify training needs for each team member based on the skills and knowledge gaps.

Team Skills and knowledge Skills and knowledge gaps
Member (Training needs)
Name
Dilan Planning and organising Finance Management
Ken Critical thinking Communication and people
Kristine Finance Management Meeting deadlines
Saranzaya Time management Flexibility
2) Document your team goals (3 goals with 1 KPI each), values (4-6) and agreed behaviours
(5-8) as discussed in Meeting 1 (Task 2.2)
Team goals with Goal KPI

KPIs
To develop initiative of the Helping out a team member
team members. whenever necessary.
To develop efficiency in work. Ability to work willingly and
enthusiastically by meeting
deadlines.
Cooperation and helpfulness Being able to communicate and
work together.
Team values  Committed
 Focused
 Motivated
 Truthful
 Responsible
 Professional
Agreed  Clearly communicate rules, goals, and expectations
behaviours  Respect others' strengths and weaknesses
 Respect the opinions and beliefs of others
 Be on time for meetings
 Listen and respond appropriately to the views and
concerns of others
 Maximise key leadership team sessions and
communication protocols
 Be professional and accountable

C) Document roles and responsibilities with associated KPIs for each team member (3 KPIs/each
team member) as discussed and agreed in Meeting 1 (Task 2.2)
Team Role and responsibilities KPIs

Member
Dilan Project Manager
 On-time delivery of
 Manage the development of the project
the project plans  Keeping resources
 Identify and allocate roles within the budget
and responsibilities within the  Process
project team improvements
 Provide team leadership for including saving time,
problem resolution saving money and
 Address right issues and increase customer
makes right decisions satisfaction
 Identify and manage
resource requirements in the
project team including
budget
Dewa Ken IT Manager
 Keeping the tasks
 Develop and implement IT under control
policies and best practice  Analyse effectively to
guides for the team reach the right target
 Identify tools and budget that customers
are needed  E-commerce website
 Design targeted e-commerce development and
website performance
 Research on the market's management
potential customers and applications efficiency
company competitors as
needed
Kristine Finance Leader
 Cash flow measures
 Monitor cash flow, accounts,  Expense calculations
and other financial per employee
transactions  Finalised financial
 Utilise methods and practices reports

Team Role and responsibilities KPIs
Member
to minimise financial risk  Finance report error
 Prepare and organize official rate
reports
 Establish and implement a
training program for new
finance employees
Saranzaya HR Executive
 Employee training
 Recruitment of employees and participation
according to relevant HR satisfaction for the
results to achieve business position
goals  Target attainment rate
 Determine suitable salaries in %
and remuneration  Innovative employee
 Assist with the performance behaviour
management and review
process
 Support employees by
providing opportunities for
professional development
Task 2.2 Work with your team to develop the operational plan
A) You are required to attend and participate in a team meeting every week, for 4 weeks.
Each week one of your team members will be the designated leader. These meetings are designed
to help you decide together what needs to be done, how it will be done, and who is responsible
for what. It will also be the opportunity to catch up on previous tasks, and it should result in an
action plan for the following week.
You complete one Meeting Minutes per week, for four weeks. All meeting minutes must be
submitted with your assessment as evidence of the meetings.
The trainer and assessor will observe your weekly work with the team and provide feedback in the
marking sheet.
The trainer and assessor will play the role of an executive manager in the organisation and may
communicate key information to the team leader to be passed to the team during the meeting.
You must address the following:


Week 1
○ Determine the team goals and how the team can achieve goals.
○ Determine team values and agreed on behaviours.
○ Determine skills gaps and training needs
○ Determine outcomes, outputs and KPIs for each team member – for example, determine
agreed responsibilities, quality standards, and how performance quality or achievement of
tasks will be measured.
○ Discuss and document any issues, concerns or problems regarding work performance (it is
important that you document these as they will be used in assessment Task 3
○ Other items
Week 2
○ Progress reports on work that has been completed.
○ Status of action items.
important that you document these as they will be used in assessment 3.
○ Other items
Week 3
○ Progress reports on work that has been completed.
important that you document these as they will be used in assessment Task 3.
○ Other items.
Week 4
○ Reports on completed work.
important that you document these as they will be used in assessment Task 3.
○ Lessons learnerd

○ Other items.
Your assessor will observe your weekly meetings to ensure that you are participating in the meeting
and facilitating teamwork. This is an assessable task and the trainer and assessor will observe and
evaluate your performance during the meeting. Duration of the meeting: 30 – 40 minutes. If you are
absent from class, liaise with your facilitator to make alternative arrangements.
Use the template below to prepare the agenda for your weekly meetings. Add item’s title and add
additional rows if needed.
Template 1 -Meeting Minutes
Meeting Minutes – Week 1
Date and Meeting 23 May 2020

Number Meeting Number 1
Nurgul Dilan Korkmaz

Dewa Ken Budiputra
Attendees
Kristine Marion Japor
Saranzaya Davaanyam
This week’s team Nurgul Dilan Korkmaz

leader
Team goals, values and To develop initiative of the team members, efficiency in work
and cooperation and helpfulness.
behaviours
Dilan – Finance
Skills gaps and training Ken – Communication Skills
needs Kristine – Time Management
Saranzaya – Flexibility
Outcomes, outputs and Project Manager

KPIs for each team
 On-time delivery of the project
member
 Keeping resources within the budget
 Process improvements including saving time, saving
money and increase customer satisfaction

IT Manager
 Keeping the tasks under control

 Analyse effectively to reach the right target customers
 E-commerce website development and performance
management applications efficiency
Finance Leader
 Cash flow measures

 Expense calculations per employee
 Finalised financial reports
 Finance report error rate
HR Executive
 Employee training and participation satisfaction for

the position
 Target attainment rate in %
 Innovative employee behaviour
Inability to manage finances
Issues and concerns Difficulty in communicating with team members and
about work managing people
performance
Lack of time management and flexibility
Communication from Conduct trainings and performance management for

executive management evaluation.
Action Item Responsibility

Analyse the project Understand the aims and objectives
of the project
Action items Reinforce rules to be followed

Distribution of roles Identify and assign tasks to team
members
Inform responsibilities and set a

common goal

Date and Meeting 30 May 2020

Dewa Ken Budiputra
Attendees
Saranzaya Davaanyam
This week’s team Kristine Marion Japor

leader
Fulfilled
Status of action items
All tasks to be done last week has been completed

Progress report
Time management
Issues and concerns
about work Missing or misunderstanding of tasks
performance Unexpected financial deficits
Communication from Send report for all the completed tasks including issues and
executive management concerns experienced.
In the last meeting, the basic needs of the e-commerce

website which will be launched in 3 months, includes, the
Last meeting follow-up
duties, and income and expense list for each employee were
determined within the scope of these needs.
Time management Complete tasks within the specified
time
Action items Budget distribution Define the necessary tools fees and
salary distributions using the
determined budget
Human Resources Supervise the training of employees,
and determine missing work

Date and Meeting 06 June 2020


Dewa Ken Budiputra
Attendees
Saranzaya Davaanyam
This week’s team Dewa Ken Budiputra

leader
Fulfilled
All tasks to be done last week has been completed

Progress report
Issues and concerns Time management

about work
Tasks not done devotedly
performance
Communication from Send report for all the completed tasks including issues and
executive management concerns experienced.
In the last meeting, beginning of tasks was done, training of

Last meeting follow-up newly hired personnel was conducted and identified vehicles
are allocated.
Action items Action Item Responsibility
Task revision Bringing together the given tasks and
making the final arrangement
Induction of newly To familiarise responsibilities and
hired personnel training results
Vehicle inspection To check safety and availability of

vehicles
Date and Meeting 13 June 2020


Dewa Ken Budiputra
Attendees
Saranzaya Davaanyam
This week’s team Saranzaya Davaanyam

leader
Not fulfilled
All tasks to be done last week has not been completed on

Progress report time
Not being able to completed tasks on time

Issues and concerns
about work Unsatisfactory work
performance
Not reaching the project goals
Final revision before handing the project over
Project finalisation Presentation of all completed work

activities Feedback from the trainer
Submission
Building and leading the team
Lessons Learned Open communication between employees

Operational plan management
Communication from Finalise and submit all progress notes

executive management

In the last meeting, all tasks were revised and missing or
misunderstanding parts were recognised.
Last meeting follow-up
Everyone checked the parts together and mostly finished
their targets.
Finalising project Completion of the project and hand
Action items it over to the trainer
Project review Conduct overall evaluation of team
members and results
B) With your team, develop an operational plan that addresses all the following:
 Introduction
 Resources required to implement the plan
 Key Performance Indicators
 Contingency plans for possible risks
 Action plan for implementation
 Proposal for resourcing
 Conclusion and Recommendations
Template 2 -Operational Plan
Introduction:
Write the introduction to the operational plan, including background information about the
organisation and an overview of the project brief.
XYZ Pty Ltd (trades name: Bags Galore), a company that currently imports and sells laptop
bags to retailers in Australia (for example Harvey Norman and JB Hi Fi) wants to start
selling directly to public through online shop. Thus, they are planning to build an e-
commerce website to increase market share, revenue and customer satisfaction in line
with the company’s strategic plan. As they already have a sufficient warehouse and
fulfilment facility, they want to focus on the development of the website for online
shopping.

Conduct research, analyse and document the resources required to implement the operational
plan in the table below.
Required Resources
Goods and services Laptop bags with wide range of sizes to fit all laptop and
tablet:
 Various designs that suitable for office workers and

students/ young people
 Offer the best quality of material and not only add
style but also protection for laptops
 Availability of products and on-time delivery
Human resources  E-commerce website manager

 E-commerce marketing team
 E-commerce customer service team
 Warehouse team (including delivery driver)
Physical resources  Warehouse

 Delivery van/ truck
 Forklift
 Office supplies (computer, phone, printer, etc.)
Financial resources Budget available:
 AU$ 20,000 for website development

 AU$ 200,000 for new team members
Develop at least three Key Performance Indicators (KPIs) that will help you measure the success
of your operational plan and write them in the space provided. (3 KPIs)
KPIs

KPI 1 On-time development of e-commerce website (build and
launch within 3 months)
KPI 2 Zero system error with smooth integration between new

developed website and current/ existing financial software
KPI 3 On-budget development of e-commerce website and team

(AU$ 220,000)
Identify at least three risks to the implementation of the operational plan and develop a risk
treatment plan for each risk. Use the contingency plan template provided below.
o Risks must include:
 One risk due to employee underperformance.
 One risk related to management of intellectual property (IP).
 One risk due to a breach of health and safety compliance responsibilities.
Risk Treatment Plan 1
Risk identified:
Staff not familiar with the new system on the new website
Strategies/activities to minimise the risk (2) By when By whom
Re-train staff for specific area where they are not familiar December HR manager
with 2020
Coaching session with more experienced staff December HR manager

2020

Risk identified:
Lack of awareness and education of the staff about the importance of IP
Information session for all staff in every level about the September Supervisor,
importance of IP in the company 2020 Operational
manager
Training and coaching session about Australian September Supervisor,
Intellectual Property Laws 2020 Operational
manager
Risk identified:
Tripping, slipping and falling in office and warehouse because of wet floor or chord,
falling down the stairs, etc.
Induction training for new employees and make sure September Supervisor,
every current employees already done the training too 2020 Operational
manager
Routine WHS information session for current employees At least Supervisor,
to emphasize the importance of safety in workplace twice a Operational
year manager
Develop an action plan for the implementation of the operational plan. Use the template provided
below to complete your answers.
o In your plan include:
 Three objectives
 Two performance measures for each objective
 Two tasks relevant to each objective

Action Plan
Objectives: Performance measures Tasks:

1 Provide training ● KPI ● Conduct monthly evaluation
to employees on employees performance
● Customer feedback
● Encourage feedback from
customers and mystery
shopper
2 Secure ● Website maintenance ● Review usability and security
Intellectual of the website based on
● Customer feedback
Property for relevant legislations
website
● Conduct market/marketing
research
3 Review and ● Employees knowledge ● Offer flexible working hours
update WHS about policy and their and provide time for leave
Policy performance
● Conduct evaluation on
● Number of incidents employees and assure work-
relating to WHS life balance
Develop a proposal for resourcing. Use the template provided below.
Proposal for Resourcing
Benefits Resourcing for the following will be very beneficial for the company
in order to provide quality customer service to their customers.
In website building it is important that all the necessary legislations

are reviewed including the security of Intellectual Property in order
to provide ease of access for both the business and the customers.
Resourcing new team members for different departments will

provide the company better management and focus on quality
service such as website maintenance, marketing and customer
service.
Resource Website building will go through procurement process.

Implementation New team members will be recruited and trained by the Human
Resource Department.
Budget Website building - $20,000
New team members budget inclusive of wages paid for one year
and recruitment costs - $200,000
- Website Manager
- Marketing Manager for E-commerce website
- Customer Service Representative
Risk assessment RISKS Low Medium High

Website not secured and

maintained
Insufficient training
Customer dissatisfaction
Website not launched in 3

months
Ineffective marketing
Budget constraints
Information HR Manual
Sources
Employee Training and Development Policy
Performance Management Sessions Policy
Legal and WHS Communication Policy
Information Management Policy
Social Media Policy
Intellectual Property and Security
Stakeholder Engagement Policy
Occupational Health & Safety Policy
Based on your findings, write a conclusion to the plan and make appropriate recommendations (3) to
management about how to best implement the plan. (50-100 words)

Conclusion and recommendations:
In 3 months the new website for Bags Galore should be launched and recommendations’ are as
follows:
 In those months, a thorough market research and analysis should be done in order to
analyse the competitors and the market.
 It is also important that the possible warehouses are analysed to promote efficiency.
 Hiring new employees to manage different tasks is also important to give focus on different
areas.
 Training of new employees should be done in accordance with the company’s goals and
objectives.
 Website IP and security should be monitored and ease of access for both the company and
the customers should be observed.
 Marketing should be implemented properly to achieve targets such as increasing direct sales
by 300%, getting 10,000 Instagram followers and getting 5,000 subscriptions on the web
page.
 Moreover, it is imperative to stay within the allotted budget in order to prevent budget
constraints.
Task 2.3 Evaluation of teamwork
A) Document how you performed each of the requirements specified in the table provided (40-
80 words/item), provide one specific example for each requirement:
Teamwork Requirements
Trust is the main aspect to work together as a team and
How did you provide
achieve the team’s goal. We encouraged team members by
feedback to team
respecting each other’s opinion, helping someone in need
members to encourage,
without any hesitation and listening and discussing every
value and reward
problem that occur. We practice open communication so that
individual and team
we can easily give and receive critic and appreciation to
efforts and
everyone’s efforts and contributions, thus making everyone
contributions?
feel motivated and enthusiastic in doing their work.
How did you encourage We assessed everyone’s strengths and weaknesses; we
team members and encouraged each other in helping whenever necessary. By
individuals to believing in their skills, the team members become more
participate in and to responsible and accountable in their work. It is also
take responsibility for important acknowledge effort in order to motivate them
team activities, because when they know that someone believes in them
including they tend to work harder and more efficiently.

Teamwork Requirements
communication
processes?
We had training about Risk Management and we used this to

How did you support
control and manage the situation. When a problem occur it is
the team in identifying
best to identify the cause and analyse the exact problem and
and resolving work
resolve it together by working professionally and setting
performance
emotions aside. Once resolved, we discuss the matter
problems?
professionally in order to prevent repeating the same error.
How did you ensure Being on a team, it is important to know that you are not
your contribution to working alone and all the team members have one goal.
work team serves as a Presenting a positive attitude, earning and building trust,
role model for others exhibiting integrity, leading and inspiring team members,
and enhances the making time for and learning about your employees and
organisation’s image offering support and encouragement to one another will
for all stakeholders? result to an effective and efficient work result.
Your manager (played by your trainer) will observe team meetings and evaluate team’s performance
to ensure that each team member is meeting the above requirements.
B) Develop the following additional documents based on your discussions in the meetings:
 Strategies to ensure team members have input into planning, decision making and operational
aspects of work team. Develop at least three strategies and write them in the table below. (50 –
100 words per strategy)
Strategies to ensure team members have input into planning
Allow Everyone to Speak
Team members are not alike; some are naturally assertive

and self-confident, while others are naturally shy and quiet.
Strategy 1 To get the best out of your team, provide equal opportunity
for everyone to speak so that they can articulate their ideas.
Assess each suggestion objectively and if you don’t like a
suggestion or choose not to use it, don’t over criticize.
Strategy 2 Make Everyone a Leader
Being collaborative rather than being on a hierarchy allows

more responsibility to each team members as this will make

Strategies to ensure team members have input into planning
use of their strengths and maximise them in order to achieve

better results. This will allow team members feel that they
are part of the team rather than just followers.
Be a Good Example
Being a good leader allows having good team members. Be

enthusiastic in contributing to all aspects of the project. It is
important to keep my attitude positive and my motivation
Strategy 3 high so that they can see that I am pleased to be working
with them. Avoid giving negative comments as it can
damage morale and decrease motivation, instead, discuss
opportunities for improvement. Always let them know that
you are available to help and work through any problems.
 Policies and procedures to ensure team members take responsibility for own work and assist other
to undertake required roles and responsibilities. Develop one policy and two procedures and write
them in the table below. (50 – 100 words per policy or procedure)
Policies and Procedures
Workplace Etiquette Policy
This policy ensures the proper etiquette of every team

member in the workplace, where they should treat each
Policy other with respect and courtesy and take responsibility for
their own work to achieve the goal without any disruption.
This policy also allows support from team members to assist
others to undertake required roles and responsibilities
through working as a team.
Procedure 1 Conducting meetings regularly with 100% attendees to
monitor progress.
Open communication to promote collaboration and

teamwork by sharing ideas and giving feedback.
All team members should be involved in goal setting and

planning of activities.
Roles and responsibilities should be understood and

Policies and Procedures
practised by all team members to reach the goal of the

team.
Results should be achieved on scheduled times.

Punctuality is expected of every team member. If
unavoidably detained, the Project Manager should be
advised as soon as possible.
Professionalism should always be exhibited as indecent

Procedure 2 behaviour will not be tolerated at the workplace.
Performance management for every team member

should be evaluated monthly to review performance.
Health and safety of every team member is a top priority

and everyone should know the safety guidelines.
 Processes to ensure that issues, concerns and problems identified by team members are
recognised and addressed. Develop at least two processes and write them in the table below. (50
– 100 words per process)
Processes
Present the issues to your team
 Gather the team together and acknowledge openly

that there is an issue that needs to be resolved
 Provide feedback and create awareness that you
Process 1 need to make improvements to correct it
 Avoid making assumptions about the cause of the
problem
 Avoid jumping to conclusions about what should be
done to resolve it
 Define consequences
Process 2 Create an action plan
 Define your end goal, each team member should

know what the goal is.
 Be SMART in generating the action plan. It should be
measureable and clearly defined.
 Engage them in creating the action plan
 Assign team members roles and responsibilities

Processes
 Prioritise tasks and add deadlines

 Monitor, evaluate and update progress
C) Conduct a team building activity of choice with your team.
Describe the team building activity and explain why you chose it.
Life Highlight Game

(Huddle 2018)
Time required: 30 minutes
 Begin by asking each other participant to close their eyes for one minute and
consider the best moments of their lives. Keeping their eyes closed, ask each
participant to take a moment to decide what 30 seconds of their life they would
want to relive if they only had thirty seconds left in their life.
 The first part of the activity enables participants to reflect back on their lives,
while the second part (which we’ll discuss in a moment) enables them to get to
know their co-workers’ on a more intimate level.
 The second portion of the game is the “review” section. The leader of the activity
will ask each and every participant what their 30 seconds entailed and why they
chose it, which will allow participants to get a feel for each other’s passions,
loves, and personalities.
I chose this team building activity because it allows each participant to

share their values, passion and personalities to give everyone a chance
to get to know them more. This activity will help build open
communication within the group as they will be more understanding of
each other’s strengths and weaknesses.
6) Provide evidence (3)of the team building activity. Evidence may include pictures/video of the
team undertaking the team building activity, or feedback from the team on the outcome of the
activity.

Setting groups for the team building activity.
<https://justmelbourne.com.au/wp-content/uploads/2018/12/team-building-activities-melbourne-696x464.jpg>
A photo captured during the team building activity.
<https://www.wrike.com/blog/content/uploads/2016/11/iStock-492785970.jpg>
Photo taken during open conversations.

<https://mk0sidekickerco1f6g4.kinstacdn.com/wp-content/uploads/2017/10/climate-kic-350836-1440x960.jpg>
Appendix 1 – Scenario
Case Study – Bags Galore
XYZ Pty Ltd, trading as Bags Galore, is a company that manufactures bags in China and imports bags
to Australia. They currently sell to retailers such as Harvey Norman and JB Hi Fi.
They want to start an online shop to sell directly to the public. They will use a warehousing and order
fulfillment facility to pick, pack, and ship the bags direct to their customers. Bags Galore need an e-
commerce website to increase market share, revenue and customer satisfaction in line with the
company’s strategic plan.
You are employed by Bags Galore and have been asked to work with a team of 4 to write an
operational plan for the e-commerce website.
The plan is to build a new online e-commerce website site to sell the laptop bags direct to the public.
As Bags Galore already wholesale the bags to retailers all the office and some of the manpower
infrastructure is in place and they will use warehousing and fulfillment facility to store the bags and
dispatch them to the customers after purchased through the online shop.
3 new employees will be required
● 1 person to manage the website once it has been built
● 1 person to look after marketing the e-commerce website
● 1 person to look after customer service

Budget
● The budget for the website build is $20,000
● The budget for the new team members is $200,000 (wages paid for one year and recruitment
costs)
Timeframes
● The timeframe to build and launch the website is 3 months.
Your team’s role is to write the operational plan for the e-commerce strategy in line with the
business's strategic plan. The operational plan will be a strategy that gives directions on how Bags
Galore is to achieve the set objectives. It specifies what needs to be done, sets the timeline for the
achievement of the tasks and the finances and other resources required.
The following goals and tasks have been developed based on the project brief:
Building new online e-commerce website
● Analyse 4 main competitors in the area
● Check 4 most popular brands of bags
● Compare the prices between the 4 main competitors
Creating Resource Analysis
● Analyse the 5 possible warehouses
● Hire 3 new employees
● Analyse 3 best options to build the new webpage
Analyse market
● Increase direct sales by 300%
● Get 10,000 followers Instagram
● Get 5,000 subscriptions on the web page
REFERENCES:

Tim Deluca-Smith 2018, 10 Quick and Easy Team Building Activities [Part 1], Huddle, viewed 04 June
2020, <https://www.huddle.com/blog/team-building-activities/>
Christopher O. 2020, The 10 Best Team Building Activities in Melbourne, Just Melbourne, viewed on
04 June 2020, <https://justmelbourne.com.au/wp-content/uploads/2018/12/team-building-activities-
melbourne-696x464.jpg>
Emily Bonnie 2018, Ultimate Guide to Team Building Activities That Don’t Suck , viewed on 04 June
2020, <https://www.wrike.com/blog/content/uploads/2016/11/iStock-492785970.jpg>
Sidekicker view on 5 Ideas For Fun But Effective Team Building Exercises, viewed on 04 June 2020,
<https://mk0sidekickerco1f6g4.kinstacdn.com/wp-content/uploads/2017/10/climate-kic-350836-
1440x960.jpg>


Assessment: Lead and Manage Team Effectiveness

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◻ Student requested reasonable adjustment for the assessment

Completed successfully Comments

The student has actively participated in the ☐ ☐ ☐

This is evidenced by:

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 Supported team members in meeting ☐ ☐ ☐

This is evidenced by:

 Developed strategies to ensure team ☐ ☐ ☐

This is evidenced by:

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This is evidenced by:

Task Outcome: Satisfactory ☐ Not Yet Satisfactory ☐

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Task summary and instructions

This task comprises of product-based assessment methods and direct

You are required to:

o Develop agendas for four weekly team meetings

It has been designed to evaluate your ability to:

o Consult team members to establish a common

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problems identified by team members are recognised and

You are required to address the following:

 Task 2.3 Evaluation of teamwork:

What do I need to do  submit the completed assessment tasks, according to instructions,

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assessment task you must satisfactorily address all of the

Specifications You must deliver/participate in:

 Team work to complete the operational plan

You must submit to GOALS

 Complete team table

Resources and • Computer with Internet access

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o Take tasks to completion

Re-submission You will be provided feedback on your performance by the Assessor.

2. Read the following very carefully:

You will have to work with your team for 4 weeks:

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feedback in the marking sheet.

The tasks to perform with your teams are:

During teamwork you will have to meet the following requirements:

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Complete the following activities:

Task 2.1 Establish your team

Address the following using the tables provided.

<Team Team member’s name

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Ken Critical thinking Communication and people

Kristine Finance Management Meeting deadlines

Saranzaya Time management Flexibility

Team goals with Goal KPI