UNIT 5003V1

CMI assessment sheet: Managing team and individual performance.

Learner name: Learner number: Centre:

Date: Part of Batch: Qualification:

CMI Markers Result: Passed / Referred CMI Lead Moderator’s Result: Passed / Referred

INTRODUCTION
This unit is about understanding how all team members contribute to the achievement of an organisation’s overall objectives, and how to plan and monitor performance so that
everyone understands their responsibilities and receives regular feedback on performance both as a team and an individual. This includes understanding and dealing with
areas of conflict and poor performance using both informal approaches and formal systems and procedures where necessary to support improvement.

LEARNING OUTCOMES
The learner will:
1. Be able to identify and agree performance objectives for your team and individuals
2. Be able to assess performance against objectives and provide feedback
3. Be able to provide advice guidance and support to improve performance
4. Be able to apply the organisation’s disciplinary and grievance procedures

CMI External Marking Sheet: Unit 5003v1 – Managing team and individual performance
Version 2: July 2016
» TASK 1

TASK 1 ASSESSMENT CRITERIA PASS/REFER COMMENTS

Explain why it is important for individual
and team objectives to link into overall
organisational objectives and, use a
practical example to demonstrate how this
is achieved.
A.C. 1.1 - Explain the links between
individual, team and organisational
objectives

Identify the factors you need to take into

account when agreeing objectives for A.C. 1.2 - Identify the selection of
your department or work area and when individual and team objectives for
agreeing objectives with individual team agreement
members. Given that objectives link
together and often overlap, there is a
need to agree individual and collective
responsibilities for the part everyone will
play in their achievement. Identify how A.C. 1.3 - Identify areas of individual
you would organise the agreement of and team responsibility in achieving
responsibilities with team members and objectives
colleagues, using examples where
possible, and acknowledge the potential
pitfalls when this is not done well.

Guideline word count: 400 - 500 words

CMI External Marking Sheet: Unit 5003v1 – Managing team and individual performance
Version 2: July 2016
» TASK 2

TASK 2 ASSESSMENT CRITERIA PASS/REFER COMMENTS

Examine three different circumstances A.C. 1.4 - Identify the need to create an
when conflicts can arise in the workplace. environment of trust and support with
Use practical examples where possible. others
For each situation outlined, describe what
would be your strategy to manage the
conflict and restore mutual trust. Describe
internal and external resources that may A.C. 2.3 - Examine the causes of
be available to assist you in this activity. conflict, and strategies used to
Explain why it is important to build an minimise or prevent conflict
atmosphere of trust and support and
identify some of the activities you would
undertake in order to achieve this aim.
Identify strategies you could employ as a
manager to minimise or prevent conflict.

Guideline word count: 400-500 words

CMI External Marking Sheet: Unit 5003v1 – Managing team and individual performance
Version 2: July 2016
» TASK 3

TASK 3 ASSESSMENT CRITERIA PASS/REFER COMMENTS

Using work based examples wherever A.C. 2.1 - Evaluate individual and team
possible, evaluate the performance of performance against objectives
both an individual and a team against
agreed objectives, looking at their
performance from a range of perspectives
including factors both inside and outside
their control which may have assisted or A.C. 2.2 - Examine methods of
prevented achievement. Examine two feedback to individuals and teams in
different methods of providing relation to their performance against
performance feedback to individuals and agreed objectives
two different methods of providing
performance feedback to the team against
agreed objectives, considering the A.C. 2.4 - Explain recording systems
usefulness of each method. Explain for performance assessment for
examples of systems in use in your individuals or teams
organisation, or an organisation of your
choice, to record the assessed
performance of individuals or teams.

Guideline word count: 500 - 600 words

CMI External Marking Sheet: Unit 5003v1 – Managing team and individual performance
Version 2: July 2016
» TASK 4

TASK 4 ASSESSMENT CRITERIA PASS/REFER COMMENTS

Describe three indicators that might A.C. 3.1 - Examine how the
suggest to you as the manager that the performance improvement cycle can
performance standards of a member of support an individual and the team to
your department were becoming improve upon their performance
unacceptable. Provide possible reasons
for the slippage. Using the stages of a
performance improvement cycle, examine A.C. 3.2 - Discuss the indicators of
how you would address and follow up the poor performance
poor performance issue/s with the
individual or team concerned. Include an
outline of at least three different methods,
or combination of methods you would
consider as options to support A.C. 3.3 - Evaluate a range of methods
performance improvement, explaining the that support performance improvement
advantages and disadvantages of each.
You may use a work based example to
illustrate your answer where possible.

Guideline word count: 600-700 words

CMI External Marking Sheet: Unit 5003v1 – Managing team and individual performance
Version 2: July 2016
» TASK 5

TASK 5 ASSESSMENT CRITERIA PASS/REFER COMMENTS

Discuss your organisation’s disciplinary A.C. 4.1 - Discuss the organisation’s
and grievance procedures, and the disciplinary and grievance procedures
current legislation that applies to these.
Provide an overview of how disciplinary
and grievance procedures and adherence
to current legislation works in your own
organisation. Identify the responsibilities A.C. 4.2 - Examine the role of the
of line managers in disciplinary and manager in implementing both a
grievance processes and describe the disciplinary and a grievance procedure
skills required in order to deploy the
procedures effectively and within the legal
framework.
A.C. 4.3 - Summarise key aspects of
Guideline word count: 600-700 words legislation to an organisation’s
disciplinary and grievance procedures

CMI External Marking Sheet: Unit 5003v1 – Managing team and individual performance
Version 2: July 2016
» FEEDBACK

CMI MARKER’S FEEDBACK

CMI LEAD MODERATOR’S FEEDBACK

CMI External Marking Sheet: Unit 5003v1 – Managing team and individual performance
Version 2: July 2016