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Assessment

Task 2
Communicate with
influence
BSBCMM511
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 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

Student name

Student ID
number
Student Date
signature

Task Number

------OFFICE USE ONLY-----


For Trainer and Assessor to complete:

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◻ Student requested reasonable adjustment for the assessment

Completed successfully Comments

DNS
Did the student satisfactorily:

N
Y
The student has satisfactorily completed ☐ ☐ ☐
and submitted the following:

 Meeting agenda in Task 2.1.1


 Email to the marketing team in Task
2.1.1
 Meeting preparation table in Task 2.1.2
 Reflection – meeting with the
Marketing Team in Task 2.1.3
 Meeting minutes in Task 2.1.4
 Email to the CEO in Task 2.1.5
 Meeting agenda in Task 2.2.1
 Email to stakeholders in Task 2.2.1
 Meeting, presentation and negotiation -
preparation table in Task 2.2.2
 PowerPoint in Task 2.2.2
 Reflection – Meeting with stakeholders
in Task 2.2.3
 Peer Review forms in Task 2.2.4
 Meeting minutes in Task 2.2.5
 Email to the CEO in Task 2.2.6
 Focus group presentation - preparation
in Task 2.3
 PowerPoint in Task 2.3
 Testing feedback forms in Task 2.3
 Reflection on the focus group in Task
2.3
 Email to the CEO in Task 2.3
The student organised and led the meeting ☐ ☐ ☐
with the marketing team (Role-Play):
 Explained the meeting objectives and
seek consensus
 Assigned roles such as the meeting
chair and note-taker
 Facilitated the brainstorming
 Made sure that all team members

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Completed successfully Comments

DNS
Did the student satisfactorily:

N
Y
participate actively
 Led the meeting to achieve clear
outcomes
 Used active listening and questioning to
seek information and confirm
understanding
 Adapted communication style to build
trust with the team
 Sought consensus
 Created a positive work environment
during the meeting

Feedback in comments.
Demonstrated ability to: ☐ ☐ ☐
 Confirm authority to present material
on behalf of an organisation or work
area, according to organisational
policies and procedures
 Identify information that may be
subject to confidentiality and manage
appropriately
 Identify information needs of audience
and prepare a position in line with
purpose of communication

This is evidenced by:


 Meeting preparation table in Task 2.1.2
 Meeting, presentation and negotiation -
preparation table in Task 2.2.2
Demonstrated ability to: ☐ ☐ ☐
 Identify the need for meeting and
schedule according to stakeholder
availability
 Prepare meeting materials and
distribute to stakeholders

This is evidenced by:


 Meeting agenda in Task 2.1.1
 Email to the marketing team in Task
2.1.1
 Meeting preparation table in Task 2.1.2
 Meeting agenda in Task 2.2.1
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Completed successfully Comments

DNS
Did the student satisfactorily:

N
Y
 Email to stakeholders in Task 2.2.1
 Meeting, presentation and negotiation -
preparation table in Task 2.2.2
 PowerPoint in Task 2.2.2
Demonstrated ability to: ☐ ☐ ☐
 Conduct meeting and contribute to
discussions
 Seek consensus on meeting objectives

This is evidenced by:


 Reflection – meeting with the
Marketing Team in Task 2.1.3
 Meeting minutes in Task 2.1.4
 Participation in the meeting with the
marketing team (Refer to Marking
Sheet)
 Reflection – Meeting with stakeholders
in Task 2.2.3
 Peer Review forms in Task 2.2.4
 Meeting minutes in Task 2.2.5
 Participation in the meeting with the
stakeholders (Refer to Marking Sheet)
Demonstrated ability to: ☐ ☐ ☐
 Summarise outcomes of meetings and
distribute to stakeholders

This is evidenced by:


 Meeting minutes in Task 2.1.4
 Email to the CEO in Task 2.1.5
 Meeting minutes in Task 2.2.5
 Email to the CEO in Task 2.2.6
The student participated in the meeting ☐ ☐ ☐
with relevant stakeholders (Role-Play):
 Explained the meeting objectives and
sought consensus
 Assigned roles such as chair and note-
taker
 Facilitated the conversation
 Ensured participation and engagement
from stakeholders
 Led the meeting to achieve clear

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Completed successfully Comments

DNS
Did the student satisfactorily:

N
Y
outcomes
 Used active listening and questioning to
seek information and confirm
understanding
 Adapted communication style to build
trust with the team
 Created a positive work environment
during the meeting
 Presented the promotional message
and the mood board
 Answered questions from stakeholders
and provide relevant information
 Established areas of common ground
and potential compromise
 Managed the stakeholders' different
personalities and expectations
 Negotiated changes and improvements
 Achieved consensus and obtain
approval for the promotional message
and the mood board

Feedback in Comments.
Demonstrated ability to: ☐ ☐ ☐
 Identify objectives of negotiation, and
needs and requirements of
stakeholders
 Identify and document potential issues
and problems
 Prepare positions and supporting
arguments according to objectives

This is evidenced by:


 Meeting, presentation and negotiation -
preparation table in Task 2.2.2
Demonstrated ability to: ☐ ☐ ☐
 Communicate with stakeholders, and
establish areas of common ground and
potential compromise

This is evidenced by:


 Reflection – Meeting with stakeholders
in Task 2.2.3
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Completed successfully Comments

DNS
Did the student satisfactorily:

N
Y
 Peer Review forms in Task 2.2.4
 Meeting minutes in Task 2.2.5
 Participation in meeting with
stakeholders (Refer to Marking Sheet)
Demonstrated ability to: ☐ ☐ ☐
 Confirm and document outcomes of
negotiation

This is evidenced by:


 Email to the CEO in Task 2.2.6
Demonstrated ability to: ☐ ☐ ☐
 Identify forums to present according to
organisational objectives
 Determine tone, structure, style of
communication and presentation
according to target audience
 Prepare presentation according to
desired outcomes

This is evidenced by:


 Meeting, presentation and negotiation -
preparation table in Task 2.2.2
 PowerPoint in Task 2.2.2
 Focus group presentation - preparation
in Task 2.3
 PowerPoint in Task 2.3
Demonstrated ability to: ☐ ☐ ☐
 Provide an opportunity for audience to
ask questions

This is evidenced by:


 Reflection – Meeting with stakeholders
in Task 2.2.3
 Peer Review forms in Task 2.2.4
 Participation in meeting with
stakeholders (Refer to Marking Sheet)
 Testing feedback forms in Task 2.3
 Reflection on the focus group in Task
2.3
 Participation in the focus group (Refer
to Marking Sheet)

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Completed successfully Comments

DNS
Did the student satisfactorily:

N
Y
Demonstrated ability to: ☐ ☐ ☐
 Follow up with stakeholders following
presentation
 Evaluate presentation and identify
areas for improvement

This is evidenced by:


 Peer Review forms in Task 2.2.4
 Meeting minutes in Task 2.2.5
 Email to the CEO in Task 2.2.6
 Reflection – Meeting with stakeholders
in Task 2.2.3
 Testing feedback forms in Task 2.3
 Reflection on the focus group in Task
2.3
 Email to the CEO in Task 2.3
The student lead the focus group (Role- ☐ ☐ ☐
Play):
 Explained the objective of the focus
group presentation
 Presented the finalised promotional
message and mood board
 Ensured participation and engagement
from the focus group
 Used active listening and questioning to
seek information and confirm
understanding
 Adapted communication style to build
trust with the focus group
 Created a positive environment during
the focus group
 Answered questions from the focus
group and provided relevant
information
 Collected feedback from the focus
group

Feedback in Comments.
When collaborating with the group, the ☐ ☐ ☐
student has actively participated in group
work with a substantial contribution that
can be assessed individually for all the
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Completed successfully Comments

DNS
Did the student satisfactorily:

N
Y
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 – Communicate with influence.........................................................................................10
Task 2.1 Meeting with the Marketing Team.................................................................................................15
Task 2.2 Present to and negotiate the draft work with relevant stakeholders..............................19
Task 2.3 Present to a focus group...................................................................................................................27
References................................................................................................................................................................31

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Task 2 – Communicate with influence

Task summary and instructions

What is this Refer to and read the documents saved in a separate folder:
assessment task
about?  MMI company profile and project task
 Policies and Procedures

You have been recently engaged by XYZ Pty Ltd trading as MMI as a
Project Manager (PM) to develop and implement a project to open
a new campus in Sydney (refer to MMI strategic objectives).

 The Board of Directors (BoD) has allocated 3 million dollars to


the project.
 Project duration: 1 year.
 You can employe four new staff members to be part of the
project team for its duration. Source the rest of the project
team from existing MMI personnel (flexible work
arrangements will be needed)

The project includes:

 Finding premises in Sydney CBD ( 800-1000 square metres,


onsite parking for staff, natural light)
Ideally, there will be enough room for 5-7 classes, one
meeting room, one computer lab, 1 x student kitchen, student
lounge, 1 x staff kitchen, three offices for staff, toilet facilities
 Rent the premise
 Obtain necessary permits
 Source architect and building company
 Source and buy furniture and equipment
 Liaise with the architect and building company

The project steering committee is composed of:

 Mr Eli Brown – Non-executive Director


 Mr Leonard Black - CFO
 Academic Manager (Jacob Graham)

The project sponsor is Taylor Varin (Client Service Manager),


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Task summary and instructions

played by the trainer and assessor.

Your trainer and assessor will provide support and mentorship in the
role of Project Sponsor (PS).

The Project Manager is going on maternity leave, and her


replacement won’t start for another four weeks. As you are in charge
of the new campus project, the CEO asked you to assist the
marketing team in developing the following:

 A promotional message to advertise the new campus in Sydney


 A mood board to inspire the design of a new website dedicated
to the new campus

This assessment requires you to:


 Work in collaboration with the marketing team to draft your
promotional message and mood board
 Present your draft work to relevant stakeholders for feedback and
approval
 Negotiate changes to the promotional message and mood board
 Present and test the finalised work using a focus group

The above activities will require the skills and knowledge learned in
this unit of competency.

Please note that the performance evidence for this unit requires you
to:

A. participate in and lead at least two meetings


B. prepare and make a presentation to two different groups

This task comprises of the following assessment methods:


o Product-based ☒
o Direct observation of Role-Play ☒
o Case Study ☐
o Other (specify) ☐

It has been designed to evaluate your ability to/competency in:

 Confirm authority to present material on behalf of an organisation


or work area, according to organisational policies and procedures
 Identify information that may be subject to confidentiality and

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Task summary and instructions

manage appropriately
 Identify information needs of audience and prepare a position in
line with purpose of communication
 Identify the need for meeting and schedule according to
stakeholder availability
 Prepare meeting materials and distribute to stakeholders
 Conduct meeting and contribute to discussions
 Seek consensus on meeting objectives
 Summarise outcomes of meetings and distribute to stakeholders
 Identify forums to present according to organisational objectives
 Determine tone, structure, style of communication and
presentation according to target audience
 Prepare presentation according to desired outcomes
 Provide an opportunity for audience to ask questions
 Follow up with stakeholders following presentation
 Evaluate presentation and identify areas for improvement
 Identify objectives of negotiation, and needs and requirements of
stakeholders
 Identify and document potential issues and problems
 Prepare positions and supporting arguments according to
objectives
 Communicate with stakeholders, and establish areas of common
ground and potential compromise
 Confirm and document outcomes of negotiation

Your assessor will be looking for demonstrated evidence of your


competency in the above.

You are required to address the following:


 Task 2.1 Meeting with the Marketing Team

o Meet with the marketing team to brainstorm ideas about the


assigned task

 Task 2.2 Present to and negotiate the draft work with


relevant stakeholders

o Present the draft work to stakeholders during a meeting

o Negotiate changes, improvements and approval

 Task 2.3 Present to a focus group

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Task summary and instructions

o Present the finalised work to a focus group for testing

Although the assessment requires group collaboration to simulate a


work environment, the assessment submission is individual, and it will
be marked as such.
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,
 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:

 Meeting with the marketing team (Role-Play) in week 3


 Meeting with relevant stakeholders in week 4 (Role-Play)
 Presentation for the focus group in week 5 (Role-Play)

You must submit to GOALS

 Meeting agenda x 2
 Email to the marketing team
 Meeting preparation table
 Reflection – meeting with the Marketing Team
 Meeting minutes x 2
 Email to the CEO x 3
 Email to stakeholders
 Meeting, presentation and negotiation - preparation table
 PowerPoint x 2
 Reflection – Meeting with stakeholders
 Peer Review forms
 Focus group presentation
 Testing feedback forms
 Reflection on the focus group
Resources and • Computer with Internet access
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Task summary and instructions

equipment • Access to Microsoft Office suites or similar software


• Learning material
• Scenario for assessment as provided
• Appendices as provided
• Relevant policies and procedures as provided
• Templates as provided

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.

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Complete the following activities:

You have been recently engaged by XYZ Pty Ltd trading as MMI as a Project Manager (PM) to develop
and implement a project to open a new campus in Sydney (refer to MMI strategic objectives).

The Marketing Manager is going on maternity leave, and her replacement won’t start for another four
weeks. As you are in charge of the new campus project, the CEO asked you to assist the marketing
team in developing the following:

 A promotional message to advertise the new campus in Sydney

 A mood board to inspire the design of a new website dedicated to the new campus

This assessment requires you to:

 Work in collaboration with the marketing team to draft your promotional message and mood
board

 Present your draft work to relevant stakeholders for feedback and approval

 Negotiate changes to the promotional message and mood board

 Present and test the finalised work using a focus group

Task 2.1 Meeting with the Marketing Team

Schedule a time with the trainer and assessor in week 3 of class to meet with the marketing team
(played by a group of classmates). This is a Role-Play.

The meeting is about brainstorming ideas for the promotional message and the mood board.

The trainer and assessor will validate that the meeting took place and provide feedback on the
marking sheet.

If you are absent from class, it is your responsibility to make alternative arrangements with the trainer
and assessor to perform the Role-Play.

1. Organise the meeting (20-30 minutes)

Stakeholders availability is as follows:

Team Member Role Availability


Jason Content Writer Monday 10-12

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Team Member Role Availability
Tuesday 16-17
Thursday 10-13
Friday 15-16
Maria Marketing Officer Monday 9-10
Wednesday 13-14
Thursday 12-13
Logan Social Media Officer Wednesday 16-17
(Part-Time) Thursday 12:30-13:30
Friday 12-13

I. Develop a meeting agenda (Template 1).

Include 3-4 agenda items, consider staff availability when scheduling a time for the meeting.

Template 1 -Meeting Agenda


Meeting Agenda
Meeting Title Negotiation of the promotional design message
Date and Time 03-04-2022
Location Conference hall
Attendees Maria, Logan, Jason
Content
Items for discussion Presenter Duration
Sharing opinions for Maria 7 mins
promotional messages
Sharing viewpoints for mood Maria 6 mins
board
Discussion on the effects of Logan 5 mins
requirements and needs of
marketing concerning the
competitor’s websites
Validation behind the Jason 4 mins
promotional messages and
requirements
Review of Action Items from NA
the previous meeting
Proposals for the next 3 mins
meeting agenda

II. Write an email to the team to inform them about the meeting.

Attach the meeting agenda and mention any other relevant meeting material in the message
body (example: link to competitors' website).

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Use Template 2.

The email text should be grammatically correct and written in an appropriate (polite, business-
like) style.

(50-100 words)

Template 2 -Email
Email to Marketing Team
To: Jack, Jassie, Harry
Cc:
Bcc:
Subject: Activities of promotion
Date email is sent: 01-04-2022
Attachments:
Respected marketing team,
This mail is done to inform you that there is the task given by the CEO to advertise the program of
leadership and management and to develop the promotional message. The initial drafting of this
task will be done. The meeting agenda will be providing an attractive vision and brainstorming
ideas. Please ask the query or question if any through the mail.
Kind regards
Marketing manager

2. Prepare for the meeting

Reflect on the meeting requirements and prepare for the meeting. Complete the table below:

Meeting preparation
Authority to present Chairperson

What is your authority to organise and


facilitate this meeting?
Compliance 1) Expectation of the board of directors.
2) Quality standards of MMI
Identify any compliance requirements (2- 3) Confidential information that is maintained by the attendees.
3).
For instance:
 Information subject to
confidentiality
 Adherence to policy and procedures
 WHS considerations
Information needs The idea-generating is the meeting of the purpose for the
leadership development of the marketing diploma for drafting
What do participants need to know? the international students about the promotional message and
What is the purpose of the meeting? (2-3

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Meeting preparation
key items) the institution website mood board (Edwards, et al.,2015).
Position There is a clear agenda and ensured meeting outcomes of the
allocated goals and timeframe of the complaint about the
Describe your position in line with the items. The advance information is provided by the participants
purpose of the meeting. For example,
how will you ensure that the meeting has about the expectations and the meeting agenda.
clear outcomes? How will you allow
everybody to engage in the
brainstorming? (30-50 words)

3. Conduct the meeting (20-30 minutes)

Facilitate the meeting with the marketing team:

 Explain the meeting objectives and seek consensus


 Assign roles such as the meeting chair and note-taker
 Facilitate the brainstorming
 Make sure that all team members participate actively
 Lead the meeting to achieve clear outcomes
 Use active listening and questioning to seek information and confirm understanding
 Adapt your communication style to build trust with the team
 Create a positive work environment during the meeting

Reflect on the meeting and answer the questions in the table below.

(50-100 words in total)

Reflection – meeting with the Marketing Team


How did you take notes during In the format of the minutes, the meeting notes can be
the meeting? taken.
Who chaired the meeting? Manager of marketing
How did you facilitate the The meeting can be facilitated and there is a visible clear
meeting? Provide an example. agenda. The meeting is started with the use of a warm
welcome for the specified requirements. The protocols and
the meeting agenda were promoted and the ideas are
shared and the views are promoted.
What did you do well? What The meeting agenda is maintained and the followed
could you improve? protocols are effective. There are engaged participants and
the discussion of the items.

4. Write the meeting minutes

Record the meeting minutes using Template 3.

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Template 3 -Meeting Minutes
Meeting Minutes
Meeting Title Designing the promotional message and mood board discussion
Date and Time 01-04-2022
9:00 to 9:30
Location Conference hall
Attendees Marketing Manager, Jassie, Jack, Harry, and Oliver
Apologies
Summary of Discussion
Shortlisting ideas The ideas are shortlisted and facilitated by the marketing manager by
sharing the ideas and views of the individual.
The promotional The content ideas are discussed by Jassie on the promotional message
message ideas are structure and the feedback and inputs are provided by Oliver and Jack
shared (Ejimabo, 2015).
Marketing impact The marketing analysis is presented by the marketing manager with
discussion the main highlights and competitor websites.
Action Items
Responsibility Deadline
Draft design, idea Harry 01-04-2022
refining, and mood
board design
The marketing Jack 01-04-2022
strategies can be
created

5. Inform stakeholders of the outcome of the meeting

Write an email to the CEO, Ms Deborah Red, to inform her about the ideas brainstormed during
the meeting and your choice with the promotional message and mood board.

Include a draft of the promotional message and mood board in the message body. Please note
that the mood board can be as simple as a collage of images.

Attach the meeting minutes to the email.

Use Template 2.

The email text should be grammatically correct and written in an appropriate (polite, business-like)
style.

(60-100 words)

Template 2 -Email
Email to the CEO
To: Ms. Deborah Red
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Cc:
Bcc:
Subject: Design of promotional message and mood board outcome
Date email is sent: 01-04-2022
Attachments: Meeting minutes

Respected Ms. Red,


This mail is written to inform you that there is concerning the progress of the assigned task. The
meeting is conducted by the marketing team and the opinions and ideas are shared and it will be
very helpful in the plan development and establishment. The information and the ideas are provided
by the participants and there will be mood boards and promotional messages through the impacts.
Kind regards
Marketing manager
Meeting Minutes
Meeting Title Designing the promotional message and mood board discussion
Date and Time 01-04-2022
9:00 to 9:30
Location Conference hall
Attendees Marketing Manager, Jassie, Jack, Harry, and Oliver
Apologies
Summary of Discussion
Shortlisting ideas The ideas are shortlisted and facilitated by the marketing manager
by sharing the ideas and views of the individual.
The promotional The content ideas are discussed by Jassie on the promotional
message ideas are message structure and the feedback and inputs are provided by
shared Oliver and Jack.
Marketing impact The marketing analysis is presented by the marketing manager with
discussion the main highlights and competitor websites (Dike, et al.,2015).
Action Items
Responsibility Deadline
Draft design, idea Harry 01-04-2022
refining, and mood
board design
The marketing Jack 01-04-2022
strategies can be
created

Task 2.2 Present to and negotiate the draft work with relevant stakeholders

Schedule a time with the trainer and assessor in week 4 of class to meet with relevant stakeholders
(played by a group of classmates). This is a Role-Play.

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The meeting is about :

 Presenting your draft work for the promotional message and the mood board
 Gather feedback and input from stakeholders
 Negotiate changes and improvements
 Obtain approval

The trainer and assessor will validate that the meeting took place and provide feedback on the
marking sheet.

If you are absent from class, it is your responsibility to make alternative arrangements with the trainer
and assessor to perform the Role-Play.

1. Organise the meeting (20-30 minutes)

Stakeholders availability is as follows:

Stakeholder Role Availability


Deborah Red CEO Tuesday 11-12
Thursday 16-17
Leonard Black CFO Monday 12-13
Wednesday 10-11
Thursday 15-17
Taylor Duncan Academic Manager Monday 12-14
Tuesday 10-12
Thursday 12-17
Friday 9-10

I. Develop a meeting agenda (Template 1).

Include 3-4 agenda items, consider staff availability when scheduling a time for the meeting.

Template 1 -Meeting Agenda


Meeting Agenda
Meeting Title Improvements in mood board feedback and promotional
message
Date and Time 01-03-2022
15:30 – 14:00
Location Conference call
Attendees Marketing Manager, Deborah Red, Taylor Duncan, Leonard
Black
Content
Items for discussion Presenter Duration
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Meeting Agenda
<Add Item> Marketing manager 12 minutes
<Add Item> Marketing manager 10 minutes
<Add Item> Academic manager, CFO, CEO, 12 minutes
Manager of marketing
Review of Action Items from NA
the previous meeting
Proposals for the next Manager of marketing 4 minutes
meeting agenda

II. Write an email to the stakeholders to inform them of the meeting.

Attach the meeting agenda and mention any other relevant meeting material in the message
body (example: link to competitors' website).

Use Template 2.

The email text should be grammatically correct and written in an appropriate (polite, business-
like) style.

(50-100 words)

Template 2 -Email
Email to Stakeholders
To: Marketing manager, Academic manager, CFO, CEO
Cc:
Bcc:
Subject: Negotiation and presentation of the promotional strategies and the draft work of the
management program of the leadership Diploma.
Date email is sent: 01-04-2022
Attachments: Meeting Agenda

Respected stakeholders,
This mail is done to invite you to the marketing team meeting the draft will be negotiated and
presented and the promotional strategies work of the management program of the leadership.
The feedback will be gathered during the meeting and the aim will be gained, the necessary
changes will be negotiated with the stakeholders and the approval will be taken ultimately.
The place of the meeting will be the conference hall on 4 th April 2022 and it will be conducted
between 5 to 6 pm.
Kind regards,
Marketing manager

2. Prepare for the meeting

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Reflect on the meeting requirements and prepare for the meeting, the negotiation and the
presentation.

Assume the following:


 The implementation of your proposal for the promotional message and the website would be
10% over budget. The CFO does not want to run any project over budget.
 The CFO is detailed oriented; he likes facts and data; he is efficient and to the point. He is not
a risk-taker.
 The Academic Manager is not assertive but responsive; she values the quality of the courses.
She is a low-risk taker and compliance-driven. She can be over-sensitive, emotional and
sometimes dramatic.
 The CEO is a risk-taker, decisive and determined. She is strong-minded. She can be impatient,
inflexible, and a poor listener.
 The CEO would be happy to spend additional money on your proposal, but she knows that the
board would not accept a higher budget.
 The CEO wants an engaging and professionally structured presentation.

When conducting the meeting, please note that your classmates will play their roles based on the
scenario described above.

Complete the table below:

Meeting, presentation and negotiation - preparation


Authority to There is the responsibility of the marketing manager for promoting the
present brands, products, services, and business because they are the in-charge
of the pricing strategies and development marketing.
What is your authority to
organize and present in this
meeting?
Compliance The requirements of compliance are –
1) Expectations of the board of director
Identify any compliance 2) Quality standards of MMI
requirements (2-3).
For instance: 3) Company procedures and policies
 Information subject to
confidentiality
 Adherence to policy and
procedures
 WHS considerations
Information needs 1) The importance will be emphasized of trying better ways and new
ways of approaching the customers.
What do the stakeholders 2) The different objectives are known by the participants, as also the
need to know? What is the
purpose of the meeting? (2-3 vision, values, and courses of the company (Liphadzi, et al.,2017).
key items)

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Meeting, presentation and negotiation - preparation
Position The overview is professionally organized is included critically and it
contains the information and statistical statistics, and the importance of
Describe your position in line developing the new processes and new systems. There is a need for
with the purpose of this
meeting. For example, how good communication, emotional control, and stress management.
can you influence the
stakeholders to approve your
draft work? (30-50 words)
Forum The issues overview will begin in the meeting for the discussion, and
presentation room, the questions, reviews, comments and time will be
Outline the forum of choice followed.
for the presentation,
including details. For
instance, how the meeting
will be structured.
Communication According to meeting arrangements, format, sound, target audience will
be straightforward, respectful, constructive, and formal.
Determine and outline the
tone, structure and style of
communication of the
presentation according to the
target audience.
Presentation PowerPoint 1
Prepare a brief PowerPoint
presentation
(5-6 slides) to present the
promotional message and the
mood board.
Include a slide for Q&A.

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Meeting, presentation and negotiation - preparation

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Meeting, presentation and negotiation - preparation

Objectives of the 1) The cordial relationship will be developed with the company
negotiation stakeholders.
2) To settle a reasonable budget and fair budget.
Identify the objectives of the
negotiation during the
meeting (2-3)
Needs and 1) The local clients base will be increased by attending the accredited
requirements from courses.
stakeholders 2) for expanding the operation business to Sydney, and the experience
of the company and demand will be increased by incorporating training.
Identify needs and 3) The course offering will be expanded with the use of new
requirements from
stakeholders (4-5). Hint: refer qualifications and the registration course.
to the scenario provided and 4) the offering can be expanded by repacking the business courses to
the Case Study in Appendix 1.
international students.
Issues and 1) There is no budget agreement by CFO.
problems 2) The mood board and proposal massage are not approved by the
academic manager.
Identify potential issues and 3) The mood board and proposal massage are not approved by the CFO
problems. (3-4)
Position and There is online research in every school. For the students, the appealing
supporting website is the type of key factor.
arguments

Prepare position and


supporting arguments for the
negotiation.

3. Conduct the meeting (20-30 minutes)

Facilitate the meeting with the stakeholders:

 Explain the meeting objectives and seek consensus


 Assign roles such as chair and note-taker
 Facilitate the conversation
 Ensure participation and engagement from stakeholders
 Lead the meeting to achieve clear outcomes
 Use active listening and questioning to seek information and confirm understanding
 Adapt your communication style to build trust with the team
 Create a positive work environment during the meeting
 Present the promotional message and the mood board
 Answer questions from stakeholders and provide relevant information
 Establish areas of common ground and potential compromise
 Manage the stakeholders' different personalities and expectations
 Negotiate changes and improvements
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 Achieve consensus and obtain approval for the promotional message and the mood board

Reflect on the meeting and answer the questions in the table below.

(100-150 words in total)

Reflection – Meeting with stakeholders


How did you take notes during The written document is made of the summary and the
the meeting? agenda key points, and also the stakeholder’s feedback,
suggestions, and recommendations.
Who chaired the meeting? Manager of the marketing
How did you facilitate the Meeting objective clearly articulated, the overview is
meeting? Provide an example. provided to the stakeholders by me, with the project
necessity.
What negotiation technique/s did The professional structured presentation is used and it also
you use? Why? includes the facts, information, evidence, and statistical
data.
What was the tone of your The structure, style, and tone of the meeting for targeting
presentation? How did you the audience in a direct, polite, positive, and formal way.
positively influence stakeholders?
What did you do well? What There was an effective and smooth meeting, and my time
could you improve? management needs to be improved.

4. Peer- review

 Provide the stakeholders with the feedback report form (Template 4) before the presentation,
in soft or hard copy, to take notes.
 Ask your classmates to complete the feedback report, sign and date.
 Provide evidence that the feedback reports were completed: a scanned copy of the forms
attached to your submission.
 Take the feedback received into consideration and finalise the promotional message and the
mood board to present to the focus group in Task 2.3.

Template 4 -Feedback Report


Peer Review Form

Full Name and signature Full Name:


of the student completing
the peer review.
Signature:
Date

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Peer Review Form

The Project Manager Strongly Agree Neutral Disagree Strongly


facilitated the meeting Agree Disagree
effectively by encouraging

participation and feedback.

The Project Manager Strongly Agree Neutral Disagree Strongly


demonstrated positive Agree Disagree
reception of ideas and 
acknowledged suggestions,
improvements and feedback.
The presentation was Strongly Agree Neutral Disagree Strongly
engaging, informative and Agree Disagree
professionally delivered.

The Project Manager Strongly Agree Neutral Disagree Strongly


established a relationship of Agree Disagree
mutual trust and respect with
the stakeholders.

The Project Manager Strongly Agree Neutral Disagree Strongly


negotiated effectively with Agree Disagree
the stakeholders.

The Project Manager used Strongly Agree Neutral Disagree Strongly


active listening and Agree Disagree
questioning when discussing
and clarifying information
and to confirm
understanding.

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Peer Review Form

The outcome of the meeting Exceptional Excellent Very Good Fair Poor Very
was…. Good Poor

Overall, the meeting was … Exceptional Excellent Very Good Fair Poor Very
Good Poor

Feedback about organising The structure of the team can be better for time management and
and facilitating the meeting. there needs to be work done in order by the moderator or the
(30-50 words) presenter.
Feedback about negotiation Having effective skills in negotiation, confusion, and
skills. misunderstanding can be reduced what is aroused because there is
(30-50 words) a lack of information or explanation.
Feedback about the There was a well-structured presentation and organized and it was
presentation. easy to read and understand (Hechanova, et al.,2018).
(30-50 words)

5. Write the meeting minutes

Record the meeting minutes using Template 3.

Template 3 -Meeting Minutes


Meeting Minutes
Meeting Title Presentation of the mood board and proposed message of marketing.
Date and Time 01-04-2022
15:00 to 15:30
Location Conference hall
Attendees Taylor Duncan, Leonard Black, Deborah Red
Apologies NA
Summary of Discussion
Draft presentation 1) There were images in topics for support.
for mood board and 2) The use of sample pamphlets and PPT are used.
promotional
message
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Meeting Minutes
Q&A and feedbacks 1) The suggestion was considered.
2) The feedback and suggestions were provided by the participants.
Action Items
Responsibility Deadline
The promotional Team of marketing 05-04-2022
message can be
improved
The mood board can Team of marketing 05-04-2022
be improved

6. Inform stakeholders of the outcome of the meeting

Write an email to the CEO, Ms Deborah Red, to summarise the outcome of the meeting.

Summarise the agreed changes and improvements, and describe the actions taken to implement
the agreed changes.

Attach the meeting minutes to the email.

Use Template 2.

The email text should be grammatically correct and written in an appropriate (polite, business-like)
style.

(60-100 words)

Template 2 -Email
Email to the CEO
To: Ms. Deborah Red
Cc:
Bcc:
Subject: Further actions and agreed improvements and changes
Date email is sent: 01-04-2022
Attachments: Meeting minutes
Respected Ms. Red,
The mail is done to inform you that the improvements and changes have been made that are used
for fulfilling the task requirements. The research is conducted and the social media importance is
explained for emphasizing the investing necessity of the area. The respective actions will be taken
for meeting the recommendations. the meeting minutes are attached below.
Kind regards
Marketing manager
Meeting Minutes
Meeting Title Presentation of the mood board and proposed message of
marketing.
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Date and Time 01-04-2022
15:00 to 15:30
Location Conference hall
Attendees Taylor Duncan, Leonard Black, Deborah Red
Apologies NA
Summary of Discussion
Draft presentation 1) There were images in topics for support.
for mood board and 2) The use of sample pamphlets and PPT are used.
promotional
message
Q&A and feedbacks 1) The suggestion was considered.
2) The feedback and suggestions were provided by the participants.
Action Items
Responsibility Deadline
The promotional Team of marketing 05-04-2022
message can be
improved
The mood board can Team of marketing 05-04-2022
be improved

Task 2.3 Present to a focus group

This task requires you to test the finalised promotional message and mood board with a focus group.

Schedule a time with the trainer and assessor in week 5 of class and present the finalised work to a
group of classmates who will play the role of prospective students (target group in the focus group) in
simulated work conditions.This is a Role-Play.

Duration: 15-20 minutes.

The trainer and assessor will evaluate your performance during the Role-Play and provide feedback on
the marking sheet.

If you are absent from class, it is your responsibility to make alternative arrangements with the trainer
and assessor to perform the Role-Play.

Before the presentation

 Plan for the presentation. Complete the table below:

Focus group presentation - preparation


Authority to The responsibility of the marketing manager is to promote the business,
present brands, products, and services (Mládková, 2012).

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Focus group presentation - preparation
What is your authority
to organise and present
to the focus group?
Compliance 1) Expectations of international students
2) Company procedure and policies
Identify any compliance
requirements (2-3).
For instance:
 Information
subject to
confidentiality
 Adherence to
policy and
procedures
 WHS
considerations
Information 1) The program’s importance needs to be understood by the participants.
needs 2) the company objectives and vision should be known by the participants.

What does the focus


group need to know?
What is the purpose of
the focus group? (2-3
key items)
Position There should be a polite, constructive, and formal meeting arrangement for
the target audience.
Describe your position
in line with the purpose
of communication. For
example, how can you
collect unbiased and
objective feedback from
the focus group? (30-50
words)
Forum The explanation of the topics will be done first about the topics.

Outline the forum of


choice for the
presentation, including
details. For instance,
how the testing will be
structured.
Communicatio The tone of this meeting should be according to the audience.
n

Determine and outline


the tone, structure and
style of communication
of the presentation to
the focus.
Presentation PowerPoint 2
Prepare a brief
PowerPoint presentation
(5-6 slides) to present
the finalised
promotional message

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Focus group presentation - preparation
and the mood board to
the focus group.
Include a slide for Q&A.

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Focus group presentation - preparation

 Prepare to provide the testing feedback form (Template 5) to each participant in the focus group
(soft or hard copy).

Template 5 - Testing feedback form


Testing Feedback Form
Date:
Name of the student providing feedback:

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Testing Feedback Form
Thank you for participating in this focus group.
You will be presented with a promotional message for the new campus in Sydney and a mood board
for a website promoting the campus to prospective students students.
Please answer the questions below and let us know what we are doing right and what we can
improve.
Question Your answer
Describe your first impression of the I like it.
promotional message about the new
campus in 3 words.
Would the message lead you to find out Y☐
more about the school and campus?
N☐

How would you describe the tone of the Polite


message? Use one adjective that best
describes it.
Would you visit the campus based on the Y☐
appeal of the promotional message?
N☐

When looking at the mood board, what did I liked the colours Y ☐ N ☐
you think (tick all that applies):
Why?

The design is appealing Y ☐ N ☐


Why?

I would explore the website Y ☐ N ☐


Why?

Would you change anything? Y ☐ N ☐


If yes, what?

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Testing Feedback Form

What caught your attention in the mood Images because the explanation was done.
board? Why?
Do you have any questions, observations, Y☐
or feedback that you would like to share?
N☐

If yes, please provide your comments below:

During the presentation

 Explain the objective of the focus group presentation


 Present the finalised promotional message and mood board
 Ensure participation and engagement from the focus group
 Use active listening and questioning to seek information and confirm understanding
 Adapt your communication style to build trust with the focus group
 Create a positive environment during the focus group
 Answer questions from the focus group and provide relevant information
 Collect feedback from the focus group

After the presentation

 Provide evidence that the feedback reports were completed: a scanned copy of the forms attached
to your submission
 Reflect on the presentation to the focus group and answer the questions in the table below.

(50-100 words in total)

Reflection – Meeting with stakeholders


How did you facilitate the focus By inspiring and communicating with others with the use of
group? a positive attitude.
What did you find most There is difficulty in engaging the attention and focus group
challenging during the interest.
presentation?
Provide an example of a question How do others differentiate the program?
you answered.
What did you do well? What The appropriate techniques of communication will be used
could you improve? (Arnold, et al.,2015).

 Write an email to the CEO, Ms Deborah Red, to summarise the focus group's outcome.
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Summarise the feedback received by the focus group and how you will follow up on that feedback.

Use Template 2.

The email text should be grammatically correct and written in an appropriate (polite, business-like)
style.

(50-100 words)

Template 2 -Email
Email to the CEO
To: Deborah Red and CEO
Cc:
Bcc:
Subject: The outcomes of focus group
Date email is sent:04-04-2022
Attachments:
Dear Ms. Deborah Red
This mail is hereby to inform you about the outcomes of the session of brainstorming and the
procedures that we are going to take for anticipating and replying to your feedback.

We are excited to inform you that all the reactions are positive and the foreign students have
shared their appreciation.

Because of our tone and promotional message, all the students were very fascinated and included
in the mood board. Without the recommendations and suggestions gained from the customers and
the company of marketing, this positive result would not have been obtained. We are satisfied with
our outcomes and efforts.

We are looking forward to your valuable suggestion and feedback regarding this.

Regards
Marketing manager

References

Please include your references below:


Arnold, R., Fletcher, D., & Anderson, R. (2015). Leadership and management in elite sport: Factors
perceived to influence performance. International journal of sports science & coaching, 10(2-3),
285-304.
Ejimabo, N. O. (2015). The influence of decision making in organizational leadership and
management activities. Journal of Entrepreneurship & Organization Management, 4(2), 2222-2839.
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greenwichcollege.edu.au
Dike, V. E., Odiwe, K., Ehujor, D. M., & Dike, V. E. (2015). Leadership and management in the
21st century organizations: A practical approach. World Journal of Social Science Research, 2(2).
Hechanova, M. R. M., Caringal-Go, J. F., & Magsaysay, J. F. (2018). Implicit change leadership,
change management, and affective commitment to change: Comparing academic institutions vs
business enterprises. Leadership & organization development journal.
Liphadzi, M., Aigbavboa, C. O., & Thwala, W. D. (2017). A theoretical perspective on the difference
between leadership and management. Procedia engineering, 196, 478-482.
Mládková, L. (2012). Leadership in management of knowledge workers. Procedia-Social and
Behavioral Sciences, 41, 243-250.
Edwards, G., Schedlitzki, D., Turnbull, S., & Gill, R. (2015). Exploring power assumptions in the
leadership and management debate. Leadership & Organization Development Journal.
Tolbert, P. S., & Hall, R. H. (2015). Organizations: Structures, processes and outcomes. Routledge.

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