ASSESSMENTS - BSBTWK502

Manage team effectiveness

References
A reference list lists only the sources you refer to in your writing. The purpose of the reference
list is to allow your sources to be found by your reader (assessor). It also gives credit to authors
you have consulted for their ideas. It helps you to avoid plagiarism by making it clear which
ideas are your own and which are someone else's, shows your understanding of the topic, gives
supporting evidence for your ideas, arguments and opinions. allows others to identify the
sources you have used. For example,
1. Book with one author - Author, A (Year), Title of book, Publisher, Place of publication.
2. Book with two or three authors - Authors, AA , Author, BB & Author, CC (Year), Title of book,
Publisher, Place of publication.
3. Website with an author - Author surname, initials (Year), article title, website name,
Available at: http://website url.com.au/article, Accessed (or viewed) 10 March 2021.
4. Website without author and no date - Article title (n.d.), website name, Available at:
http://website url.com.au/article, Accessed (or viewed) 10 March 2021.

Assessment Task 2 – Case Study

(includes presentation and role-plays)
Plan team performance and facilitate team cohesion
You are required to read the following assessment information, requirements, and instructions before
commencing. This task has simulated workplace reference. Ensure you access the simulated workplace
resources (planning documents, policies, and procedures etc.), equipment, applicable legislation,
regulation, standards, and code of conduct during the assessment as specified and facilitated by your
assessor.

Assessment Information Description

1 Assessment Method Case Study, Presentation and Role Play (simulated workplace)

2 Assessment Type Summative

3 Assessment This assessment task is a case study for you to consult with stakeholders to
Description lead teams in the workplace and to actively engage with the management
of the organisation
(What?)
You are required to analyse the case scenario and provide written
 BSBTWK502 Manage team effectiveness
solutions to task activities by demonstrating applicable foundation skills
and knowledge. You must also provide performance solutions to specific
presentation activities relevant to case study in presentations as agreed by
your assessor. You must read the following information related to your
assessment to prepare and perform in order to provide evidence of your
skills and knowledge related to the unit of competency.
4 Purpose (objective) To gather evidence of your ability to apply skills and knowledge
of the Assessment consistently to manage resources according to lead teams in the workplace
(Why?) and to actively engage with the management of the organisation.

5 Assessment 1. Review the skills application section/s of the learner workbook.

Instructions 2. Read the task performance requirements and foundation skills
(How?) application for each task activity.
3. Conduct research and review literature relevant to the unit.
4. Provide solutions to each written and performance activity using skills
and knowledge and demonstrating your foundation skills.
Note: Use word-process document for written activities to provide
written evidence as specified in the task. you may use MS Word /Mac
document for your written evidence.
5. This task requires you to play roles. As specified and agreed by your
assessor, presentation the relevant activities demonstrating relevant
skills.
6. The assessment is due on the date specified by your assessor.
7. Any variations to this arrangement must be approved in writing by
your assessor.
8. Submit your work with any required evidence attached.
9. See the specifications below for details of submission requirements.
10. Continue to read the following assessment requirements:
 BSBTWK502 Manage team effectiveness

6 Assessment Date/s 1. This assessment will be conducted according to training delivery

and Timing/s session plan.
(When?) 2. Assessor will specify the timings for assessment and evidence
submission date/s and timing/s.
3. This assessment is due for submission in week 9.

7 Specifications 1. Provide written solutions to all the case study activities and questions
using word-processed document. You may use this MS Word /Mac
(What structure, document for your answering. Provide specified length and numbers
format and mentioned in each written activity.
demonstration) 2. For presentation activities, play the role as specified by your assessor
demonstrating foundation skills and knowledge application while being
observed by your assessor.
3. Submit the written activities with a cover page that includes your
name, student ID, unit name unit code, date of submission and
assessor name. Include header (unit name/code) and footer (page
number, student name and student ID number)

8 Assessment Context Assessment is conducted in the training room simulated and safe
(Where and in what environment where you must perform consistently applying skills and
condition) knowledge.
You must also provide written solutions to the activities in a word-
processed document with evidence that demonstrates consistent skills and
knowledge application in various conditions specified in the assessment
task.
Assessed in a simulated off-the-job situation that reflects the real
workplace.

9 Required Resources 1. Assessment task with instruction and assessment information

2. Learner workbook and other training handouts.
(What resources, 3. Access to simulated workplace business equipment and resources.
equipment, tools 4. Access to simulated workplace policies and procedures.
and materials) 5. Computer with Internet access word-process software (MS
Word/Mac).
6. Workspace, table/s, chair/s and stationery as required.
7. Case study and/or real workplace scenario
8. Access to relevant legislation, regulations, standards, and code of
practice
9. Specified timing for assessment
To complete the unit requirements safely and effectively, you must
10 Evidence
demonstrate consistence performance and provide evidence of your ability
Requirements to provide leadership for a program of work.
(What assessor is
looking for) In the course of above, you must:
 Provide written solutions to all the case study activities reflecting
vocational application,
 Demonstrate performance and presentation activities consistently
applying foundation skills and,
 Demonstrate consultation and communication effectively with
relevant stakeholders (assessor and fellow trainees in
 BSBTWK502 Manage team effectiveness
presentations).

Case Study, Presentation and Role Play (Skills and Knowledge Application)
Using the simulated workplace and the scenario in the appendix or your own workplace referring to the
scenario in the appendix as agreed by your assessor, provide solutions to lead teams in the workplace and
to actively engage with the management of the organisation. Whatever the workplace you select, the
policies and procedure manual of simulated workplace must be used as the policies and procedures of the
workplace to undertake the following task. In case you select your own workplace or any other workplace
you have access to information, provide a brief description of the workplace such as the industry,
operation, personnel and teams.

Your Task
Complete the following workplace activities demonstrating skills and knowledge to lead teams in the
workplace and to actively engage with the management of the organisation:
1. Access simulated workplace policies and procedures and use the relevant policies and procedures
to undertake this task. Read the case study in appendix and analyse its information to identify your
role and responsibilities.
2. Meet with the CEO (your assessor) in a presentation to discuss organisational requirements
including goals, plans and objectives. Fill out the meeting minutes provided in the appendix 2
outlining the goal, required plans and objectives.
3. Identify the following according to organisational and task objectives:
a. purpose of the project,
b. at least five roles for each team member and three roles of the team,
c. two responsibilities of each team member and three responsibilities of the team.
4. Identify the areas of work for each team member and develop a performance plan with key
performance indicators (KPIs) to achieve goals (team performance plan template is available in
Appendix 2).
5. Conduct skills analysis for each team member considering the skills required for performing their
respective tasks in the project. Determine and list how to support team to meet expected
performance outcomes including providing formal and informal learning opportunities as needed
using the template provided in appendix 2.
6. Develop strategies to gain team members input into planning, decision making and operational
aspects
7. Develop workplace policies and procedures for team to work cohesively and taking responsibility
for own work and assisting others. Provide minimum 5 policy guidelines and their procedures to
apply during the project.
8. Determine and write down a feedback process to use for team members to encourage, value and
reward individual and team efforts and contributions.
9. Identify the possible issues, concerns and problems that you may anticipate during work tasks in
team and develop a process to address them.
10. Using above activity information, develop a draft project proposal with following elements:
a. Description of the project,
b. Project goals/expected outcomes,
c. Project team members and team leader
d. Stakeholders to consult,
e. Recommended method/s,
f. Key performance indicators (KPIs),
g. Project costs,
h. Approval requirements. Gain the approval from your CEO (assessor).
Note: You may use the project proposal format provided in Appendix 2 – templates.
 BSBTWK502 Manage team effectiveness
---End of Case Study Task Activities---

Self Assessment Checklist

Note: The following checklist is for you to confirm your work completion as well as performance
and demonstration of skills. Ensure you carefully check, and tick as completed and performed before
submitting written evidence and while demonstrating skills during performing the task.

Completed as
Assessment Task Activity
required

Case Study, Presentation and Role Play Yes No

1 Access simulated workplace policies and procedures and use the relevant policies
☐ ☐
and procedures to undertake this task. Read the case study in appendix and
analyse its information to identify your role and responsibilities.
2 Meet with the CEO (your assessor) in a presentation to discuss organisational ☐ ☐
requirements including goals, plans and objectives. Fill out the meeting minutes
provided in the appendix 2 outlining the goal, required plans and objectives.
3 Identify the following according to organisational and task objectives: ☐ ☐
a. purpose of the project,
b. at least five roles for each team member and three roles of the team,
two responsibilities of each team member and three responsibilities of the team.
4 Identify the areas of work for each team member and develop a performance plan ☐ ☐
with key performance indicators (KPIs) to achieve goals (team performance plan
template is available in Appendix 2).
5 Conduct skills analysis for each team member considering the skills required for ☐ ☐
performing their respective tasks in the project. Determine and list how to support
team to meet expected performance outcomes including providing formal and
informal learning opportunities as needed using the template provided in
appendix 2.
6 Develop strategies to gain team members input into planning, decision making ☐ ☐
and operational aspects
7 Develop workplace policies and procedures for team to work cohesively and ☐ ☐
taking responsibility for own work and assisting others. Provide minimum 5 policy
guidelines and their procedures to apply during the project.
8 Determine and write down a feedback process to use for team members to ☐ ☐
encourage, value and reward individual and team efforts and contributions.
9 Identify the possible issues, concerns and problems that you may anticipate during ☐ ☐
work tasks in team and develop a process to address them.
10 Using above activity information, develop a draft project proposal with following ☐ ☐
elements:
a. Description of the project,
b. Project goals/expected outcomes,
c. Project team members and team leader
d. Stakeholders to consult,
e. Recommended method/s,
f. Key performance indicators (KPIs),
g. Project costs,
h. Approval requirements. Gain the approval from your CEO (assessor).
Note: You may use the project proposal format provided in Appendix 2 –
 BSBTWK502 Manage team effectiveness
templates.

Assessment Task 3 – Case Study

(includes presentation and role-plays)
Facilitate teamwork and liaise with stakeholders
You are required to read the following assessment information, requirements, and instructions before
commencing. This task has simulated workplace reference. Ensure you access the simulated workplace
resources (planning documents, policies, and procedures etc.), equipment, applicable legislation,
 BSBTWK502 Manage team effectiveness
regulation, standards and code of conduct during the assessment as specified and facilitated by your
assessor.

Assessment Information Description

1 Assessment Method Case Study, Presentation and Role Play

2 Assessment Type Summative

3 Assessment This assessment task is a presentation based on a scenario to lead teams in

Description the workplace and to actively engage with the management of the
(What?) organisation.
You are required to play the role by applying foundation skills and provide
solutions to task activities demonstrating the application of skills and
knowledge. You must also provide written solutions to task activities that
will be required for the presentation as specified in your task.
You must read the following information related to your assessment to
prepare and perform in order to provide evidence of your skills and
knowledge related to the unit of competency.
4 Purpose (objective) To gather evidence of your ability to apply skills and knowledge
of the Assessment consistently to lead teams in the workplace and to actively engage with the
(Why?) management of the organisation.

5 Assessment 1. Review the skills application section/s of the learner workbook.

Instructions 2. Read the task performance requirements and foundation skills
(How?) application for each task activity.
3. Conduct research and review literature relevant to the unit
4. Provide solutions to each written and performance activity using skills
and knowledge and demonstrating your foundation skills.
Note: Use word-process document for written activities to provide
written evidence as specified in the task. you may use MS Word /Mac
document for your written evidence.
5. This task requires you to play roles. As specified and agreed by your
assessor, presentation the relevant activities demonstrating relevant
skills.
6. The assessment is due on the date specified by your assessor.
7. Any variations to this arrangement must be approved in writing by
your assessor.
8. Submit your work with any required evidence attached.
9. See the specifications below for details of submission requirements.
10. Continue to read the following assessment requirements:
 BSBTWK502 Manage team effectiveness

6 Assessment Date/s 1. This assessment will be conducted according to training delivery

and Timing/s session plan.
(When?) 2. Assessor will specify the timings for assessment and evidence
submission date/s and timing/s.
3. This assessment is due for submission in week 10.

7 Specifications 1. Provide written solutions to all the project activities using word-
processed document. You may use this MS Word /Mac document for
(What structure, your answering. Provide specified length and numbers mentioned in
format and each written activity.
demonstration) 2. For presentation activities, play the role as specified by your assessor
demonstrating foundation skills and knowledge application while being
observed by your assessor.
3. Submit the written activities with a cover page that includes your
name, student ID, unit name, unit code, date of submission and
assessor name. Include header (unit name/code) and footer (page
number, student name and student ID number).

8 Assessment Context Assessment is conducted in the training room and safe environment where
(where and in what you must perform applying skills and knowledge. You must also provide
condition) written solutions to the activities in a word-processed document with
evidence that demonstrates consistent skills and knowledge application in
various conditions specified in the assessment task. (Assessed in a
simulated off-the-job situation that reflects the real workplace).
1. Assessment task with instruction and assessment information
9 Required Resources
2. Learner workbook and other training handouts.
(What resources, 3. Access to simulated workplace and resources.
equipment, tools 4. Computer with Internet access word-process software (MS
and materials) Word/Mac).
5. Workspace, table, chair and stationery as required.
6. Case study and/or real workplace scenario
7. Access to relevant legislation, regulations, standards, and code of
practice
8. Business equipment and resources.
9. Specified timing for assessment.
To complete the unit requirements safely and effectively, you must
10 Evidence
demonstrate consistence performance and provide evidence of your ability
Requirements to provide leadership for a program of work.
(What assessor is
looking for) In the course of above, you must:
 Provide written solutions to all the case study activities reflecting
vocational application,
 Demonstrate performance and presentation activities consistently
applying foundation skills and,
 Demonstrate consultation and communication effectively with
relevant stakeholders (assessor and fellow trainees in
presentations).
 BSBTWK502 Manage team effectiveness

Presentation / Role Plays (Skills and Knowledge Application)

This task is a continuation from assessment task 2 to participate in the presentation and role play and
provide solutions and demonstrate to lead teams in the workplace and to actively engage with the
management of the organisation. Whatever the workplace you select, the policies and procedure manual
of simulated workplace must be used as the policies and procedures of the workplace to undertake the
following task. In case you select your own workplace or any other workplace you have access to
information, provide a brief description of the workplace such as the industry, operation, personnel and
teams.

Situation
The team project is underway and you experienced some issues and concerns. The CEO was away
interstate for a week and project approval got delayed by one week. Team member Dave had some clashes
with Tanya over some ambiguity of roles and responsibilities and some work got held up such as interview
arrangements including pro forma interview questions and selection of interviewers. Approval has been
taken that matter is resolved. But, the issues with Dave and Tanya are not resolved yet.

Your Task
Complete the following workplace activities demonstrating skills and knowledge to lead teams in the
workplace and to actively engage with the management of the organisation:

Preparation activity
1. Access simulated workplace policies and procedures and use the relevant policies and procedures
to undertake this task.
2. Use the activities prepared in your assessment task 2 for this task as the base documents.
3. Organise the team (fellow trainees as Dave and Tanya) and CEO (assessor) for the presentation and
proper seating and settings to play the role as the manager.
4. Ensure you model desired behaviour and practices during the presentation. And promote work
team collaboration through individual behaviour. (direct observation by your assessor).

Presentation activity/role plays

5. Using effective communication strategies from line management to the team:
a. establish and maintain open communication processes,
b. communicate with team members
c. Explain the progress to other key stakeholders (assessor played the role as CEO) and,
d. encourage and foster shared understanding of purpose, roles and responsibilities.
6. Explain the progress to the CEO (assessor) for his inputs including
a. issues and concerns faced during the team work.
b. unresolved issues and problems to be addressed.
7. Reiterate the team activities according to roles and responsibilities and, encourage your team
members Dave and Tanya to participate in and take responsibility for team activities.
8. Provide feedback to encourage, value and reward your team and explain how you provide support
to Dave and Tanya in identifying and resolving work performance problems.
9. Discuss the issues, concerns and problems which are not resolved yet that raised by your CEO.
Explain to your CEO and the team members your solutions to unresolved issues, concerns and
problems.
10. Conclude the presentation meeting by explaining as to how you follow-up unresolved issues,
concerns and problems with line management raised by team members.
---End of Project Work---
 BSBTWK502 Manage team effectiveness

Self Assessment Checklist

Note: The following checklist is for you to confirm your work completion as well as performance
and demonstration of skills. Ensure you carefully check, and tick as completed and performed before
submitting written evidence and while demonstrating skills during performing the task.

Completed as
Assessment Task Activity
required

Preparation activity Yes No

1 Access simulated workplace policies and procedures and use the relevant policies ☐ ☐
and procedures to undertake this task.
2 Use the activities prepared in your assessment task 2 for this task as the base ☐ ☐
documents.
3 Organise the team (fellow trainees as Dave and Tanya) and CEO (assessor) for the ☐ ☐
presentation and proper seating and settings to play the role as the manager.
4 Ensure you model desired behaviour and practices during the presentation. And ☐ ☐
promote work team collaboration through individual behaviour. (direct
observation by your assessor).
Presentation activity ☐ ☐
5 Using effective communication strategies from line management to the team: ☐ ☐
a. establish and maintain open communication processes,
b. communicate with team members
c. Explain the progress to other key stakeholders (assessor played the role as
CEO) and,
encourage and foster shared understanding of purpose, roles and responsibilities.
6 Explain the progress to the CEO (assessor) for his inputs including ☐ ☐
a. issues and concerns faced during the team work.
unresolved issues and problems to be addressed.
7 Reiterate the team activities according to roles and responsibilities and, encourage ☐ ☐
your team members Dave and Tanya to participate in and take responsibility for
team activities.
8 Provide feedback to encourage, value and reward your team and explain how you ☐ ☐
provide support to Dave and Tanya in identifying and resolving work performance
problems.
9 Discuss the issues, concerns and problems which are not resolved yet that raised ☐ ☐
by your CEO. Explain to your CEO and the team members your solutions to
unresolved issues, concerns and problems.
Assessor comments on decision made
 BSBTWK502 Manage team effectiveness

References
(For task 2 & 3)
A reference list lists only the sources you refer to in your writing. The purpose of the reference list is to
allow your sources to be found by your reader (assessor). It also gives credit to authors you have
consulted for their ideas. It helps you to avoid plagiarism by making it clear which ideas are your own and
which are someone else's, shows your understanding of the topic, gives supporting evidence for your
ideas, arguments and opinions. allows others to identify the sources you have used. For example,
1. Website with an author - Author surname, initials (Year), article title, website name, Available at:
http://website url.com.au/article, Accessed (or viewed) 10 March 2021.
2. Website without author and no date - Article title (n.d.), website name, Available at: http://website
url.com.au/article, Accessed (or viewed) 10 March 2021.
3. Book with no author - Title of book, edition (edn), Volume number or number of volumes, Publisher,
Place of publication, page number(s) if applicable.
4. Book with one author - Author, A (Year), Title of book, Publisher, Place of publication.
5. Book with two or three authors - Authors, AA , Author, BB & Author, CC (Year), Title of book,
Publisher, Place of publication.
List all references used for assessment task 2 and 3 below (if any)
 BSBTWK502 Manage team effectiveness

Appendix
Case Study (Simulated Workplace)

You are the manager for the simulated workplace (any simulated workplace that is available in the
institution of your choice) You just had a management meeting regarding declining sales over the
last few months. All the participants agreed it is due to sales personnel turnover the cause for the
downfall. The management agreed to recruit five sales personnel to be recruited within next six
weeks. The CEO has given the responsibility for you to recruit the new sales team within the time
agreed and allocated a budget of $12,000.
CEO also asked to make it teamwork with your staff as it is urgent and important according to
organisational requirements. You have the following team:

 Dave - Assistant Manager

 Tom - Sales Manager
 Barry - Supervisor
 Tanya – Office Secretary.

You decided to have Jason and Mary as Dave has skills on recruitment activities while Tanya has
skills of paperwork and working with other agencies including advertisement agencies.
As the manager, you need to ensure all the members work in a team to deliver required services
and each team member is possessed with required skills. Perform the following activities to ensure
team effectiveness of the workplace to achieve its goals and objectives.
Organisational teamwork policy states that “Our success begins and ends with teamwork. It is
expected that each person will do their part to avoid situations that disrupt or promote others in
their group to act in ill-will, to be insubordinate to a supervisor or to intentionally sabotaging the
efforts of other employee teams or departments.”
Teamwork is promoted when everyone acknowledges the team leader, respects the leaders
judgment and authority and follows through on requests / directives without questioning them in
a hostile or demeaning way. Mutual respect is the underlying factor. If someone is known to
intend harm against the company or a team, please see your manager.
Teamwork is crucial. In some business environments, a “team” may be a department or it may be
a supervisor with eight laborers working directly for him. In either case, the Manual language
should identify a team to be the unit which independently operates to achieve a goal. In some
sectional situations, the whole operation may be a team. Organizational situations, you have the
opportunity to allocate resources to enhance the team’s motivation for success and competition
among teams and perhaps even basing compensation on particular team outcomes.
 BSBTWK502 Manage team effectiveness

Appendix 2
Case Study (Simulated Workplace)
Templates
Project proposal (consider the information provided to you in the scenario)
Description of the
project

Project goals/expected
outcomes

Project team members

and team leader

Stakeholders to consult

Recommended method
(strategy)

Key performance
indicators (KPIs)

Project costs

Approved by
 BSBTWK502 Manage team effectiveness

Gap analysis/skills matrix

Core skills and knowledge required for the project against where Jason and Mary stand
Scale of skills and knowledge
1 = Untrained/Team member has no training/ Untrained
2 = Learner/Team member cannot perform task independently/ Learner
3 = Practitioner/Team member can perform task independently with supervision
4 = Operator/Team member can perform task independently
5 = Coach/Team member can train others to perform task

Team
Required knowledge and skills
Dave Tanya
1
2
3
4
5
6
7
8
 BSBTWK502 Manage team effectiveness

Performance management plan

Team member 1

Team Member Name

Team Member Position
Team Leader Name
Team Leader Position Date
Review
Timeframe
Cost Period
Skills to be developed Development method
(if any) Start Finish
date date
Date
1
2
3
4
5
Team Leader Signature
Comments
Team Member Signature
Comments

Team member 2

Team Member Name

Team Member Position
Team Leader Name
Team Leader Position Date
Review
Timeframe
Cost Period
Skills to be developed Development method
(if any) Start Finish
date date
Date
1
2
3
4
5
Team Leader Signature
Comments
Team Member Signature
Comments
 BSBTWK502 Manage team effectiveness

Performance Plan Template

Date
Team Members

Goal

Objectives

Strategic Dept/ Start Due Resources Desired Evaluation

Action Responsible Date Date required Outcome Plan
Description
 BSBTWK502 Manage team effectiveness

Project Action plan template: (Based on scenario provided in Assessment 1)

Project objective:

Project Specifications:

Actions Method Responsible by Timeframe

 BSBTWK502 Manage team effectiveness

Meeting Minutes - Template

Meeting Purpose: Date: Time:
Attendance:
Apologies:

Key Issues discussed Summary of Discussion Actions Planned &

Responsibilities assigned

Summary of outcomes:

Next Meeting scheduled on:

 BSBTWK502 Manage team effectiveness
Simulated Workplace Recruitment Process
Activity
1. Job design
2. Job description
Recruitment
3. Person specifications
4. Advertise the vacancy
5. Receive applications
6. Shortlist
7. Invite shortlisted applicants
8. Organise interview
Selection
9. Develop an interview Pro
forma
10. Conduct the interview
11. Select the students
12. Job offer
13. Unsuccessful students
14. Employment contract
Induction
15. Organise induction
16. Conduct the induction
Description
Explore the need of recruitment in terms of jobs to be
performed in what section/department and how many
vacancies to be filled.
Develop a document that describes the job role, what
department, reporting to whom, what are the tasks and
duties involved, and responsibilities/accountabilities
What kind of a person is required to perform above
duties and tasks in terms of required qualifications and
experience including attributes based on the company
policies
Using above two documents (job description and person
specifications) determine and design the advertisement
to source potential students or use a recruitment agency
to do that on your behalf.
Determine and specify the time period offered to
potential applicants to apply for the job
Shortlist the applicants based on the criteria established
By using the applicable format invite the shortlisted
applicants for the interview. Leave time gaps to conduct
the interview per interviewee.
Decide the interview panel
Organise the venue
Organise other (refreshment etc.)
Develop a interview questions to find the best suitable
students and maintain the standards and be fair and
reliability.
Conduct the interview using industry standards and
organisational recruitment policy
Select the best suitable students to offer the job
Inform the successful students using the appropriate
communication (telephone/e-mail. Mail)
Inform unsuccessful students with a regret note
Sign an employment contract based on the offer
Organise an induction session based on the work to be
performed by the new employee
Follow the induction procedure of the workplace