Observation Checklist – BSBHRM513 - Manage

workforce planning
Task 2.3

Student name:
Student ID:
Date Completed:
Location:

BSBHRM513 - Manage workforce planning V2 2020 Page 1

RTO Provider: 91153 - CRICOS Code: 02672K
greenwichcollege.edu.au
 Instructions to student
Schedule a suitable time with the trainer and assessor in week 4 of class to present and
discuss the workforce planning report and the workforce plan in simulated work
conditions.

The meeting aims to obtain agreement and endorsement of the workforce plan.

The trainer and assessor will play the role of the Managing Director, and a group of
classmates will play the part of the Operation manager, the HR manager and the Finance
and Administration Manager.

The trainer and assessor will observe and evaluate your performance during the Role-
Play.

Before the Role-Play

 Prepare the workforce planning report and the workforce plan

 Identify key talking points to justify the workforce plan
 Identify the non-negotiable
 Prepare to negotiate and respond to objections

During the Role-Play

 Explain the aim of the meeting

 Summarise the content of the workforce plan and explain why it is needed
 Outline workforce requirements
 Explain how the workforce plan will support the achievement of organisational
strategic and operational goals
 Provide an overview of the plan (scope, objectives, timelines, risks, budget etc...)
 Answer questions and provide information as required
 Gather feedback and inputs from the stakeholders attending the meeting
 Discuss any change/adjustment/refinement to the workforce plan
 Use language, format and style appropriate to the audience
 Use communication techniques such as summarising, rephrasing, questioning and
active listening
 Use negotiation techniques such as compromising, accepting, competing and
collaborating.

After the Role-Play

 Document the changes to the workforce plan agreed on with the stakeholders during
the meeting

BSBHRM513 - Manage workforce planning V2 2020 Page 2

RTO Provider: 91153 - CRICOS Code: 02672K
greenwichcollege.edu.au
 Instructions to student
 Finalise the workforce plan based on the changes agreed on with the stakeholders

If you are absent from class, it is your responsibility to make alternative arrangements
with the trainer and assessor to undertake the Role-Play. You may only reschedule once.

Instructions to assessor
The student is required to schedule a suitable time with the trainer and assessor in week
4 of class to present and discuss the workforce planning report and the workforce plan in
simulated work conditions.

Observe and evaluate the performance of the student during the Role-Play.

 Print the Observation checklist before the Role-Play.

 Make sure to adjust this document to allow enough space for comments and
feedback.
 Discuss the requirements of the Role-Play with the student to make sure that
he/she is clear on what is expected.
 Observe and evaluate the performance of the student during the Role-Play using
the checklist provided
 Ask the student to answer the support questions in this document and provide
feedback
 Discuss the feedback with the student
 All parties to sign and date
 The student to submit the observation checklist with his/her assessment

You will be looking for the student’s demonstrated ability to apply the knowledge and
skills required to obtain agreement and endorsement for the workforce plan.

BSBHRM513 - Manage workforce planning V2 2020 Page 3

RTO Provider: 91153 - CRICOS Code: 02672K
greenwichcollege.edu.au
 OBSERVATION

Assessor to complete –

Tasks observed and standards expected Yes /No

The student performs work in an organised manner: Yes ☐ No ☐

o Prepared the workforce planning report and the workforce plan

o Identified key talking points to justify the workforce plan

o Identified the non-negotiable

o Prepared to negotiate and respond to objections

Comments:

During the meeting, the student: Yes ☐ No ☐

o Explains the aim of the meeting

o Summarises the content of the workforce plan

o Explains why the workforce plan is needed

o Outlines workforce requirements

o Explains how the workforce plan will support the achievement of

organisational strategic and operational goals

o Provides an overview of the plan (scope, objectives, timelines, risks, budget

etc...)

o Answers questions and provide information as required

o Gathers feedback and inputs from the stakeholders attending the meeting

o Discusses any change/adjustment/refinement to the workforce plan

Comments:

The student communicates effectively: Yes ☐ No ☐

o Uses language, format and style appropriate to the audience

o Uses communication techniques such as summarising, rephrasing, questioning

BSBHRM513 - Manage workforce planning V2 2020 Page 4
RTO Provider: 91153 - CRICOS Code: 02672K
greenwichcollege.edu.au
 Assessor to complete –

Tasks observed and standards expected Yes /No

and active listening

o Provides concise and clear information

o Explains the content of the workforce plan in clear terms

o Is confident when conveying information

o Considers the point of view of others

Comments:

The student negotiates effectively to reach agreement on the workforce Yes ☐ No ☐

plan:

o Has prepared to negotiate and identified non-negotiables

o Use negotiation techniques such as compromising, accepting, competing and

collaborating

o Pays attention to timing

o Anticipates objections

o Offers and expects commitment

o Is hard on the problem and soft on the person

Comments:

At the end of the meeting, the student: Yes ☐ No ☐

o Obtains agreement and endorsement for the workforce plan

Feedback to student

BSBHRM513 - Manage workforce planning V2 2020 Page 5

RTO Provider: 91153 - CRICOS Code: 02672K
greenwichcollege.edu.au
 Student to complete - Answer /Response provided

Questions to support the

observation
Provide an example of
feedback/input received from
stakeholders during the meeting.
How did you engage stakeholders
in discussing the workforce plan?
Provide an example.
What did you find most
challenging?
Why was it essential to obtain
agreement and endorsement for
the workforce plan?
What did you do well? What could
you improve?
Assessor’s feedback:

The responses provide supporting evidence of the knowledge and skills required to
obtain agreement and endorsement for the workforce plan: Yes ☐ No ☐

Task Outcome

Satisfactory ☐ Not Yet Satisfactory ☐

Student signature acknowledging the feedback:

_______________________________________________________

Assessor name………………………………………………………………………………………….

BSBHRM513 - Manage workforce planning V2 2020 Page 6

RTO Provider: 91153 - CRICOS Code: 02672K
greenwichcollege.edu.au
 Assessor signature: ……………………………………………… Date: …………………………...

BSBHRM513 - Manage workforce planning V2 2020 Page 7

RTO Provider: 91153 - CRICOS Code: 02672K
greenwichcollege.edu.au