Project Portfolio for Leading Workplace Relationships

Attachment 1-Project Portfolio Template
BSBLDR523 Lead and manage

effective workplace relationship
Project Portfolio
Student name:
Student ID:
Assessor:
Date:
Business this assessment is

based on:
Team/work unit within the

organisation:
Contents
Section 1: Establish effective workplace relationship processes................................................................5

Section 2: Manage effective workplace relationships.................................................................................8
Section 3: Monitor and review management of workplace relationships..................................................13
Section 1: Establish effective workplace relationship

processes
1. Describe the organisation you are basing this assessment on.

a. Provide an overview of the organisation and product/services/programs.
b. What are the values and goals of the organisation?
c. Describe your job role.
d. Explain how your job role takes responsibility for formulating, organising and implementing
plans, processes and strategies.
e. Explain how your job role applies the values and goals of your organisation.
Note: Your job role should be a leadership or management position that plays a prominent role in
establishing and managing processes and procedures to support workplace relationships. As part
of your role, you should use complex and diverse methods and procedures, a range of problem
solving and decision-making strategies and exercise a considerable amount of judgement.
If you are using the case study, assume the role of HR Manager.
2. Summarise the legislative requirements relevant to managing and leading workplace relationships.
a. Summarise any legislation relevant to workplace relationships in your organisation.
b. Summarise any regulations relevant to workplace relationships in your organisation.
c. Summarise any codes relevant to workplace relationships in your organisation.
d. Summarise any standards relevant to workplace relationships in your organisation.
3. Identify organisational requirements relevant to managing and leading workplace relationships.
As a minimum, your organisation must have policies and procedures that address diversity,
ethical conduct, conflict management and workplace collaboration.
a. Summarise policies and procedures that address diversity.

b. Summarise the policies and procedures that address ethical conduct.
c. Summarise the policies and procedures that address conflict management.
d. Identify and describe the required processes for workplace collaboration from relevant policies
and procedures.
e. Summarise any other relevant workplace documentation and resources available for workplace
relationships (e.g. communications policy and procedure, performance review policy and
procedure).
f. Attach the policies and procedures to this section of your portfolio as proof.
Collins Academy: Level 3, 90 King William Street, Adelaide, SA 5000, Australia. BSBLDR523 3
Email: info@collinsacademy.edu.au| Website: collinsacademy.edu.au
RTO: 45270 CRICOS: 03645E ABN: 64 613 880 498
Version 1.0 – Updated on 01 April 2021
4. Use the legislative and organisational requirements you’ve identified to develop processes that
support workplace relationships.
Note: Each document must be written in clear and concise English, be professionally presented,
grammatically correct and error free. Include appropriate vocabulary.
Include:
a. consultation processes for employees to contribute to issues that relate to their work role.
Note: Describe the type, frequency and process required for at least four mechanisms where staff
can provide input into a range of workplace related matters.
Examples of mechanisms include:
 face-to-face discussions (formal and informal)
 social media groups
 dedicated email address for workplace feedback
 surveys
 suggestion box.
Make sure you:
 provide specific details (e.g. for a suggestion box, indicate the location of the box and how
suggestions will be recorded and actioned).
 support, engage and motivate staff through your processes.
b. conflict management processes.
Note: Describe the processes that should be followed by employees to manage conflict. In your
processes, consider:
 cultural and social sensitivities.
 differences in interpersonal, communication styles and leadership styles.
 communication mechanisms
c. processes for escalated issues (e.g. a hierarchy of responsibility to refer to relevant personnel).
Note: Describe processes that include:
 responsibilities of managers in disputes
 responsibilities of employees in disputes
 the process by which a dispute will be escalated.
 relevant legislative considerations.
d. Attach the processes to this section of your portfolio.
RTO: 45270 CRICOS: 03645E ABN: 64 613 880 498
RTO: 45270 CRICOS: 03645E ABN: 64 613 880 498
Attach: Proof of policies and procedures relevant to workplace

☐
relationships
Workplace relationship processes (consultation, conflict

☐
management, escalation)
RTO: 45270 CRICOS: 03645E ABN: 64 613 880 498
Section 2: Manage effective workplace

relationships
If you are basing this assessment on your own business, make sure you have enough information
available to:
 delegate and support the work of two staff members (at least one staff member should have a
diverse background, such as culture, gender or disability).
 address two separate conflict situations (at least one conflict should involve ethical conduct).
If you are basing this assessment on the case study, refer to the Simulation pack for additional
information.
1. Identify the workplace relationships you will manage and lead by completing the table below.
Note: You may use the same staff members for different workplace interactions, if necessary.
Identify… Staff members Additional information
…staff members to whom you At least one staff member has

will delegate work tasks to (at a diverse background.
least two):
…staff members who will

participate in consultations
regarding work relationship
issues (at least two):
…staff members who will

participate in conflict
management relating to
workplace relationships (at
least two):
2. Delegate and confirm responsibility for fulfilling work tasks to at least two staff members (identified in
the previous question).
a. Complete the table to plan work delegation.
b. Unless already viewed in person by your assessor, attach proof of your two delegations and
confirmations to this section of your portfolio (e.g. video recording of face-to-face meeting with
RTO: 45270 CRICOS: 03645E ABN: 64 613 880 498
follow up email, completed workplan and screen shot of folder system showing cloud-based
location where it is stored etc.).
RTO: 45270 CRICOS: 03645E ABN: 64 613 880 498
Note: You must delegate the work tasks and confirm the responsibilities to the two staff members
on separate occasions. You may delegate the work tasks and confirm the responsibilities in any
appropriate manner as long as it adheres to the organisation’s policies, procedures and protocols.
For example:
 meet face-to-face with the staff member to discuss allocated work and follow up with an
email.
 create a project schedule and share the link with relevant employees.
 complete a work plan for the staff member and sharing the plan via the organisation’s cloud-
based document sharing platform.
As you delegate tasks and confirm responsibilities, adapt your communication style to build trust
and ensure positive working relationships (e.g. use a friendly and professional style etc.). You will
be assessed on this.
Occasion 1 Occasion 2
To who will you delegate

work to?
What work/responsibilities
will you delegate and
confirm for each identified
staff member?
How will you delegate the

work tasks and confirm the
responsibilities (twice, on
separate occasions)?
How will you adapt your

communication style to
build trust and ensure
positive working
relationships?
3. Support the two staff members to achieve their work responsibilities (delegated in the previous
question).
a. Complete the table to plan your support.
b. Unless already viewed in person by your assessor, attach proof of your two separate support
efforts to this section of your portfolio (e.g. video recording of informal discussion, checklist of
duties, photo of project schedule on notice board etc.).
Note: You must support the two staff members on separate occasions. You may provide
RTO: 45270 CRICOS: 03645E ABN: 64 613 880 498
support as long as it adheres to the organisation’s policies, procedures and protocols. For
example:
 coaching/mentoring/training.
 providing a checklist of tasks and responsibilities.
 place a team project schedule on the office notice board.
 having regular informal discussions on the employee’s progress or performance.
 using a larger font for visually impaired employees.
Make sure you follow the relevant diversity organisation’s policies and procedures as you support
diverse staff members. You will be assessed on this.
How will you support each

team member?
How does your support

follow the policies and
procedures related to
diversity?
What information should be

conveyed as you support
the team member?
4. Seek employee input to identify work relationship issues.
Note: You must seek employee input on two separate occasions, following the collaboration
and consultation processes established in Section 1.
At least one workplace issue should involve the ethical conduct of a staff member.
a. Complete the table to plan your consultation/collaboration.

b. Unless already viewed in person by your assessor, attach proof of your two separate
collaboration/consultations to this section of your portfolio (e.g. video recording of informal
discussion, photo of suggestion box and completed suggestion slips etc.).
How will you facilitate
RTO: 45270 CRICOS: 03645E ABN: 64 613 880 498
consultation and collaboration

on two separate occasions
(e.g. host a team
brainstorming session, set up
a suggestion box, meet with
individual staff member for
coffee and chat)?
How does your facilitation

follow the collaboration and
consultation processes
established in Section 1?
5. Complete the table to summarise the outcomes of your collaboration/consultation:
What workplace relationship

issues were identified (at
least two)?
How does the issue involve

ethical conduct? (at least one
issue should include ethical
conduct)?
6. Address the identified workplace relationship issues.

a. Complete the table to plan your conflict/dispute resolution to provide feedback on the
consultation processes and address the relationship issues.
b. Unless already viewed in person by your assessor, attach proof of feedback on two separate
occasions to this section of your portfolio (e.g. video recording of team meeting, email etc.).
c. Unless already viewed in person by your assessor, attach proof of your efforts to address the
issues to this section of your portfolio (e.g. video recording of mediation, email to remind staff of
ethical conduct requirements etc.).
d. Unless already viewed in person by your assessor, attach proof of how you provided guidance,
counselling and support on two separate occasions.
Note: You must address the workplace relationship issues on two separate occasions, following
the conflict management and escalation processes established in Section 1. This may, for
example include:
 mediation
RTO: 45270 CRICOS: 03645E ABN: 64 613 880 498
 email to remind staff of appropriate conduct
 poster showing ethical responsibilities
 escalation to higher management levels.
How will you provide feedback to

the relevant staff members on the
outcomes of the consultation (e.g.
staff newsletter, email, as part of
a team meeting etc.)?
How will you address the

workplace relationship issue?
(e.g. act as a mediator between
two individuals, provide training
on appropriate language at work
etc.)?
How will you provide guidance,

counselling and support to assist
the staff members overcome their
relationship difficulties?
(Make sure you demonstrate your
ability to motivate and engage
others)
How does your conflict

management follow the conflict
management and escalation
processes established in Section
1?
Attach: Proof of work task delegation and responsibility

☐
confirmation (x2)
Proof of staff support efforts (x2) ☐
Proof of collaboration/consultations (x2) ☐
Proof of feedback regarding consultation outcomes (x2) ☐
Proof of conflict management efforts (x2) ☐
RTO: 45270 CRICOS: 03645E ABN: 64 613 880 498
Proof of guidance, counselling and support (x2) ☐
RTO: 45270 CRICOS: 03645E ABN: 64 613 880 498
Section 3: Monitor and review management of

workplace relationships
If you are basing this assessment on your own business, make sure you have enough information
available to monitor the outcomes of your efforts to address the workplace relationships.
If you are basing this assessment on the case study, refer to the Simulation pack for additional
information.
Before you begin, read through Section 3. You may perform each step separately and submit separate
proof for each step, or you may combine the steps into one event (e.g. a single meeting) and submit
one single proof for all the steps in this section.
1. Monitor the outcomes of your efforts to resolve workplace relationship issues in Section 2.
a. Complete the table to plan and summarise the outcomes of your monitoring efforts.
b. Unless viewed in person by your assessor, attach proof of how you monitored the outcomes of
the conflict management to this section of your portfolio.
How will you monitor the

outcomes for each occasion
(e.g. follow-up discussion,
survey, observation etc.)?
Summarise the outcomes of

monitoring efforts.
2. Communicate the outcomes of the conflict management for both identified workplace relationship
issues to the relevant staff members (e.g. email, informal discussion etc.).
a. Complete the table to plan your communication.
b. Unless viewed in person by your assessor or it forms part of a previous step, attach proof of
your communication of outcomes to this section of your portfolio.
RTO: 45270 CRICOS: 03645E ABN: 64 613 880 498
How will you communicate

the outcomes?
3. Seek feedback from relevant staff members (at least two) on how you have managed the workplace
relationships.
a. Complete the table to plan and summarise feedback.
b. Unless viewed in person by your assessor or it forms part of a previous step, attach proof of
how you sought feedback to this section of your portfolio.
How will you seek feedback?
Evaluate the feedback:
 What did you do well?
 How can you improve

your leadership style?
Identify at least one area for

improving future workplace
relations leadership in your
organisation.
Attach: Proof of how you monitored the outcomes of the conflict

☐
management (x2)
Proof of communication of outcomes (x2) – if relevant ☐
Proof of how you sought feedback (x2) – if relevant ☐
RTO: 45270 CRICOS: 03645E ABN: 64 613 880 498

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Attachment 1-Project Portfolio Template

BSBLDR523 Lead and manage

Business this assessment is

Team/work unit within the

Section 1: Establish effective workplace relationship processes................................................................5

Section 1: Establish effective workplace relationship

1. Describe the organisation you are basing this assessment on.

3. Identify organisational requirements relevant to managing and leading workplace relationships.

a. Summarise policies and procedures that address diversity.

 face-to-face discussions (formal and informal)

 social media groups

 dedicated email address for workplace feedback

Make sure you:

 support, engage and motivate staff through your processes.

b. conflict management processes.

 cultural and social sensitivities.

 differences in interpersonal, communication styles and leadership styles.

Note: Describe processes that include:

 responsibilities of managers in disputes

 responsibilities of employees in disputes

 the process by which a dispute will be escalated.

 relevant legislative considerations.

d. Attach the processes to this section of your portfolio.

Attach: Proof of policies and procedures relevant to workplace

Workplace relationship processes (consultation, conflict

Section 2: Manage effective workplace

Identify… Staff members Additional information

…staff members to whom you At least one staff member has

…staff members who will

…staff members who will

To who will you delegate

How will you delegate the

How will you adapt your

 providing a checklist of tasks and responsibilities.

 place a team project schedule on the office notice board.

 having regular informal discussions on the employee’s progress or performance.

 using a larger font for visually impaired employees.

How will you support each

How does your support

What information should be

4. Seek employee input to identify work relationship issues.

a. Complete the table to plan your consultation/collaboration.

How will you facilitate

consultation and collaboration

How does your facilitation

5. Complete the table to summarise the outcomes of your collaboration/consultation:

What workplace relationship

How does the issue involve

6. Address the identified workplace relationship issues.

 email to remind staff of appropriate conduct

 poster showing ethical responsibilities

 escalation to higher management levels.

How will you provide feedback to

How will you address the

How will you provide guidance,

How does your conflict

Attach: Proof of work task delegation and responsibility

Proof of staff support efforts (x2) ☐

Proof of collaboration/consultations (x2) ☐

Proof of feedback regarding consultation outcomes (x2) ☐

Proof of conflict management efforts (x2) ☐

Proof of guidance, counselling and support (x2) ☐