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Unit Code: BSBLDR522

Unit Name: Manage People Performance


Assessment Task: 1

BSBLDR522 Manage people performance


Assessment 2 - Project
Instruction
This assessment task requires you to prepare for and participate in three roleplays.
In the first roleplay, you are required to provide information feedback to a staff member about their
workplace performance.
In the second roleplay, you are required to conduct a formal performance review for the same staff member.

You also require to prepare for and participate in a roleplay to provide formal feedback to a staff member,
Janice about ongoing poor work performance. Then, you will be required to terminate an employee.

Assessment Resources
• Performance Review Assessment
• Performance Review Template

Assessment criteria
Students must complete all of the activities listed and submit:
• Performance review template
• Termination Procedure
• Termination letter

Carefully read the following scenario.

Role-Play A

Jamie is the learning and development officer at Boutique Build Australia. Jamie has been with the
company for two months and so far, has shown that she is hard working and responsible. Up until this
point, Jamie has mainly been delivering training and education to staff, as well as organising professional
development. Jamie has recently been allocated a task to develop a new health and safety manual for
staff. Jamie has developed the first chapter of the manual and has provided it to you for review. The
content seems okay, but Jamie’s writing style is confusing and difficult to understand.

As Jamie’s supervisor, you need to meet with her to provide feedback on her work, expected
performance, and provide some coaching.

Complete the following activities:

1. Prepare for the meeting with Jamie. To prepare for the meeting with Jamie you are required to:

• Research the STAR model of giving feedback and develop and practice a script that you can use at
the meeting with Jamie. Your script should also include positive comments on Jamie’s performance
to date. You will not be required to submit your script and you should talk without referring to the
script at the assessment.

ANSWER:
STAR MODEL:
Situation - Describe the situation / environment you were in. Include context, details and time.

Name of Student: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
1|Page
Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 1

Task - Describe the event/task that required resolution or accomplishment.


Action - Describe what happened including particular focus on the actions YOU took. Focus on the ‘why’ as well
as the ‘what’
Result - What happened? What did you accomplish? What did you learn? Think about relationship outcomes as
well as task outcomes.

ST - SITUATION/TASK
“You have been tasked with developing the WHS manual."
A - ACTION
"While you provided the first chapter and the content was good, the writing was a bit confused
and difficult to understand”. "Feel free to come to me for further direction."

R - RESULT
"This will make it difficult to understand."
"That way I'll know if you're having challenges completing a task and I can help you."

5 tips to improve writing skills:

• ORGANIZE YOUR THOUGHTS. The first step is to organize and prepare your ideas.
• WRITE YOUR OUTLINE.
• EXPRESS YOUR IDEAS.
• USE OF PARAGRAPHS STRATEGICALLY.
• THINK ABOUT “STAR”.

PERFORMANCE REVIEW TEMPLATE

Employee: Jamie

Role: Learning and Development Coordinator

Date: 07/08/2023
Performance Guidance Overall rating Comments

Work product Meets requirements Have provided coaching about written work. Jamie is
showing improvement.

Dependability Exceeds requirements We’ve had some deadlines to meet of late and Jamie has
performed really well

Cooperation Outstanding Training sessions are engaging. Jamie is very outgoing and
popular with the staff.

Adaptability Meets requirements Good performance in this regard. Is adapting well to new
performance management system.

Communication Exceeds requirements Going well with this even though new to job.

Decision-making Exceeds requirements Working on delivering great professional development to


staff

Service to clients Exceeds requirements Great trainer, very outgoing.

Use of equipment Exceeds requirements Has picked up skills quickly.

Project planning Exceeds requirements Delivering training according to budget.

Work group management Exceeds requirements Established professional working relationship with the
team

Training Video: https://youtu.be/N70D6xP0aQo


Name of Student: KLYDE ANCHETA EVANGELISTA
ID Number: 13903740
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Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 1

• Research ways of improving writing style and make notes on at least five tips to talk through at the
meeting with Jamie.

ANSWER:
1. Be direct in your writing. Good writing is clear and concise.
2. Choose your words wisely.
3. Short sentences are more powerful than long sentences.
4. Write short paragraphs.
5. Always use the active voice.
6. Review and edit your work.
7. Use a natural, conversational tone.
8. Read famous authors.
Reference: https://www.masterclass.com/articles/tips-for-improving-your-writing-style

The duration of the meeting with Jamie will be approximately 15 minutes.

2. Meet with Jamie (your assessor). At the meeting with Jamie, provide positive feedback on Jamie’s
performance to date and then using the STAR model of feedback to outline the areas where improvement is
required as per the script you have developed.

Talk through the five tips you have identified to improve writing style.

ANSWER:
Tips for Improving Your Writing Style

To be a better writer, you need to know how to be direct and clear, while also putting your own stamp on your writing.
Follow these eight writing tips for improving your style:

1. Be direct in your writing. Good writing is clear and concise. Lose filler words, like unnecessary adverbs and
prepositional phrases, simply take up space and weigh a sentence down. Say exactly what you mean in the
most direct way.
2. Choose your words wisely. There are many ways to write a sentence, and there are different words you can
choose to convey the same idea. Always choose the simpler of two words. Use familiar vocabulary instead of
lofty words from the English language. Simple words are more direct and easier for all readers to understand.
Use a thesaurus if you need a little help finding a replacement or an easier way to say something.
3. Short sentences are more powerful than long sentences. A story loses steam with wordiness. Short sentences
are easier to comprehend, something that readers appreciate. Avoid trying to pack too much into a line. Every
sentence should contain one thought or idea.
4. Write short paragraphs. Keep your paragraphs short and manageable. Each one should consist of sentences
that support the same idea. Short paragraphs are easier to digest. They also create a more visually appealing
layout on the page. Academic writing often consists of lengthier paragraphs, as they need more information to
support each theme. In less formal writing, shorter paragraphs are the norm.
5. Always use the active voice. Use the active voice and adhere to subject-verb-object sentence structure. It’s the
most direct path to making your point. With the active voice, the subject is doing something, which is more
exciting than the passive voice, in which something is being done to the subject. The passive voice might be
grammatically correct, but it creates long, complex sentences and is a weaker way of presenting information.
6. Review and edit your work. Proofreading your first draft should be the first step in your editing process before
you hand your story over to a professional editor. Tighten your writing, check your word choice and sentence
structure, and hone your voice to improve your style.
7. Use a natural, conversational tone. Your writing style relies on your own, unique voice. Communicate in your
comfort zone. In other words, write like you converse. Shape ideas with your original thoughts and voice, and
do your best to avoid clichés. Your writing style should reflect your personality.
8. Read famous authors. Pick up any book by Mark Twain, and you’ll know it’s his writing simply by the tone of
the story and the words he uses. Great writers put a stamp on their writing with a signature style. Along with

Name of Student: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
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Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 1

works of fiction, read Strunk and White’s famous style guide The Elements of Style. Learning how other writers
create their style. Then do the same with your own writing.

Reference: https://www.masterclass.com/articles/tips-for-improving-your-writing-style

Role-Play B

It is now six months later, and it is time for Jamie’s performance review. As you were busy working on a
number of other projects, another staff member has been supervising Jamie and has provided feedback to
you on Jamie’s performance. You will use this feedback as part of Jamie’s performance review.

Your assessor will roleplay Jamie during the performance review.

3. Prepare for the meeting with Jamie. To prepare for the meeting with Jamie you are required to:

• Review the Performance Review Assessment from the person who has been supervising Jamie so
that you are able to provide this feedback to Jamie at her performance review.
• Review the Performance Review Template to familiarize yourself with the organization’s procedure
for performance reviews, as well as the template you need to complete following the performance
review.
• Research potential learning and development opportunities for Jamie based on the Performance
Review Assessment information provided to you. You will discuss these at the performance review.
• Develop and practice a script to use at the performance review meeting with Jamie. Ensure you
review all the information that you will need to cover at the meeting so that you can prepare your
script accordingly.
The performance review will be for approximately 15 minutes.

ANSWER:

PERFORMANCE ASSESSMENT

Please find details of my assessment of Jamie’s performance over the last six months below for use in your performance
management session.

Work product. The quality and quantity of work produced by the employee.

Poor:
• Has made frequent errors that are harmful to business operations.
• The supervisor/department head has received numerous complaints about the quality of work.
• The quality of work produced is unacceptable.
• Does not complete required paperwork.

Needs Improvement:
• Is not as careful in checking work product for errors as he/she could be.
• Tends to miss small errors in work product.
• Required paperwork is completed late or is only partially complete.

Meets Requirements:
• Does not require constant supervision.
• Error rate is acceptable, and all work is completed timely.
• Forms and required paperwork are completed on time with minimal errors.

Name of Student: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
4|Page
Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 1

Discussion: Have provided coaching about written work as per your advice when I took over Jamie’s supervision while
you were working on other projects. Jamie is showing improvement but I still think she could do with some further
learning here. A formal external course may be beneficial or in house mentoring.

Exceeds Requirements:
• Managers and co-workers have commented on high levels of accuracy and work productivity.
• Takes pride in work and strives to improve work performance.
• All memos, reports, forms and correspondence are completed on time with no errors.

Outstanding:
• Has less than a 1% error rate on work product.
• Accuracy is excellent.
• Quantity of work produced is outstanding.

Dependability: Being where he/she should be, doing what he/she is supposed to do.

Poor:
• Often calls in to work without prior approval, resulting in excessive unscheduled absences.
• Leaves the work area unattended to run personal errands.
• Is frequently late to work
• Frequently leaves work early.

Needs Improvement:
• Occasionally calls in to work without prior approval, resulting in unscheduled absences.
• Occasionally arrives late to work.
• Sometimes does not make sure all work is completed before leaving for the day.
• Occasionally leaves work early.

Meets Requirements:
• Consistently arrives to work on time.
• Makes sure work area is covered at all times.
• Has had no unscheduled absences, except for documented emergencies.

Exceeds Requirements:
• Good attendance record.
• Can always be counted on to work overtime when necessary without complaint.

Discussion: We’ve had some deadlines to meet of late and Jamie has performed really well. However, I think like most
staff members, her time management skills could be improved.

Outstanding:
• Always at work and on time.
• Never misses work without prior approval and appropriate notification.
• Has had no unscheduled absences during the rating period.

Cooperation: Working with people.

Poor:
• Projects an attitude of superiority that turns off other employees.
• Not cooperative and frequently criticizes others.
• Displays excessive negativity when working with others.

Needs Improvement:
• Displays occasional negativity when working with others.
• Rarely offers to assist others in the office.
• Makes negative comments that affect working relationships with others.

Name of Student: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
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Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 1

Meets Requirements:
• Is usually able to answer customer questions.
• Maintains good working relationships with co-workers.

Exceeds Requirements:
• Demonstrates “team player” behaviour views individual success as imperative to group success.
• Direct, straightforward, honest and polite.

Outstanding:
• Always cordial and willing to help co-workers and clients.
• Enthusiastic, energetic and displays positive behaviour.

Discussion: Training sessions are engaging. Jamie is very outgoing and popular with the staff.

Adaptability: Adjusting to change.

Poor:
• Usually needs direct supervision, even for mundane and everyday tasks.
• Is not able to think independently or to deal with unexpected occurrences.

Needs Improvement:
• Gets flustered in unusual situations.
• Does not always make the best decisions to fit the situation.

Meets Requirements:
• Usually adjusts well to changes in the work place.
• Maintains good customer service relations, even under stress.
Discussion: Good performance in this regard. Is adapting well to a number of new changes we’ve had to the
organization.

Exceeds Requirements:
• Looks for ways to streamline procedures to improve efficiency and customer service.
• Sets priorities and adjusts them as needed when unexpected situations arise.

Outstanding:
• Adapted to new systems and processes well and seeks out training to enhance knowledge, skills and abilities.
• Always seems to know when to ask questions and when to seek guidance.

Communication: Giving and receiving information.

Poor:
• Reports, forms, memos and correspondence are often completed late or not at all.
• Uses a condescending tone when talking to others in the office.

Needs Improvement:
• Complaints received about contradictory or bad information being given out by the employee.
• Phone messages are often unclear or incomplete.

Meets Requirements:
• Takes messages, writes correspondence, deals with customers and co-workers with sufficient attention to
detail.
• Reports are accurate and well written using proper grammar and punctuation.

Exceeds Requirements:
 Co-workers feel comfortable coming to this employee with questions and comments.
 Comes to manager with any questions that employee does not know off-hand
 Going well with this even though relatively new to job.
Name of Student: KLYDE ANCHETA EVANGELISTA
ID Number: 13903740
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Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 1

Outstanding:
• Always asks questions and seeks guidance when not sure of what to do.
• Demonstrates excellent oral and written communication skills.

Daily Decision Making and Problem Solving: Thinking on the job.

Poor:
• Frequently comes to the wrong conclusions and assumes things.
• Did not make sure that all subordinates were productive at all times.

Needs Improvement:
• Needs to develop analytical skills necessary to weigh options and choose the best way to deal with situations.
• Spends too much time focusing on less important aspects of daily job.

Meets Requirements:
• Often offers workable solutions to problems.
• Uses good judgment in solving problems and working with others.
• Uses PPR ratings in making decisions related to new hires, promotions and merit increases.

Exceeds Requirements:
• Can zero in on the cause of problems and offer creative solutions.
• Displays strong analytical skills.

Discussion: Working on delivering great professional development to staff

Outstanding:
• Always offers ideas to solve problems based on good information and sound judgment.
• Displays initiative and enthusiasm during everyday work.
• Conducts research or seeks counsel of experts to gather information needed to make decisions.

Service to Clients

Poor:
• Frequently rude and impolite.
• Demonstrates poor customer relations skills.
• Frequently carries on personal conversations in person or on the phone while clients and customers wait.

Needs Improvement:
• Gets annoyed with clients who ask too many questions.
• Frequently forgets to follow through on customer requests.

Meets Requirements:
• Usually maintains a competent and professional demeanour in dealing with clients and the public.
• Courteous and knowledgeable.
• Tries to be helpful.

Exceeds Requirements:
• Answers all questions promptly and accurately.
• Forwards any complaints or problems to supervisor immediately.
• Great trainer, very outgoing.

Outstanding:
• Always follows through and finds the answers to any questions and reports back to the customer promptly.
• Employee has received numerous letters of commendation for excellent customer service.

Name of Student: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
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Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 1

Use of equipment and material

Poor:
• Has destroyed equipment through misuse during this rating period.
• Wastes supplies.
• Deleted required software in error.
• Never services equipment.

Needs Improvement:
• Doesn't heed warning messages on equipment.
• Sometimes forgets to turn equipment off at the end of the day.
• Doesn't always get equipment serviced as recommended by the manufacturer.

Meets Requirements:
• Takes good care of equipment and uses supplies efficiently.
• Turns off and secures all equipment at the end of the shift.

Exceeds Requirements:
• Quickly learns new software programs.
• Uses queries and reports to maximize efficiency in the office and find errors.
• Has picked up skills quickly.

Outstanding:
• Is able to troubleshoot and solves all work related problems quickly and efficiently.
• Reports problems immediately if to the appropriate personnel.

Project Planning and Implementation

Poor:
• Work projects have suffered from lack of follow-through.
• Important documentation for projects has been lost or destroyed erroneously.
• Does not plan ahead to meet work deadlines.

Needs Improvement:
• Does not keep supervisor informed of potential problems as they arise.
• Project plans are poorly designed.
• Project plans are not carried out as assigned or on time.

Meets Requirements:
• Prepares project plans on time and in sufficient detail.
• End of year statements are complete and accurate.
• Maintains and monitors progress of project plan in order to stay on target.

Discussion: Planning meets requirements but I noticed a lack of detail within plans at times and feel there could be
improvement there. I think every staff member should also be better educated in regards to developing budgets for their
activities.

Exceeds Requirements:
• Gets the most out of scarce resources.
• Projects normally are within budget and are well planned.

Outstanding:
• Anticipates problems before they occur.
• Provides meaningful information to decision makers that helps in the preparation and implementation of
projects.
• Plans projects that are completed ahead of schedule and under budget.

Name of Student: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
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Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 1

Work Group Management

Poor:
• Dictates to others rather than involving them in the decision making.
• Has reduced subordinates to tears.
• Yells and screams at subordinates.

Needs Improvement:
• Assumes others should know what to do and how to do it with little or no training.
• Frequently becomes impatient when things aren't done their way.

Meets Requirements:
• Draws on the knowledge and skills of others.
• Available when needed and has an open door policy for subordinates.
• Assigns work fairly and resolves disputes and grievances of subordinates fairly.

Exceeds Requirements:
• Very supportive of co-workers’ and subordinates’ attempts at improvement.
• Sets an example for others in following policy and procedures.

Discussion: Well liked staff member. See other staff members regularly seeking input from Jamie. I think she has great
potential as a future leader and consider these skills could be developed.

Outstanding:
• Outstanding ability to explain and teach.
• Inspires others to do better.

4. Conduct the meeting with Jamie. At the performance review you will be required to:

• Explain the purpose of the performance review.


• Discuss the rating of Jamie’s work against each item in the checklist.
• Ensure you emphasize areas where Jamie has done well and others where improvement is required.
• Respond to any questions.

In consultation with Jamie, agree on areas of improvement/development and indicate that a learning and
development plan will be documented. Make notes for inclusion in the Performance Agreement Template.

ANSWER:

DEVELOPMENT AGREEMENT

The following development needs have been discussed and agreed to be undertaken over the next 12 months.
Areas for development Actions
Take a short course, online training:
Daily Decision Making and Problem Solving
https://youtu.be/dItUGF8GdTw
Take a short course, online training:
Work Group Management
https://youtu.be/S7PhGkEQUWw
Take a short course, online training:
Service to Clients
https://youtu.be/dnpMqQnt8WY
Take a short course, online training:
Daily Decision Making and Problem Solving
https://youtu.be/dItUGF8GdTw

Name of Student: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
9|Page
Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 1

Areas for development Actions


Take a short course, online training:
Work Group Management
https://youtu.be/S7PhGkEQUWw

Employer Signature:

Employee Signature:

5. Following the performance review, document the performance review in the Performance Review
Template. Save this document as Performance Review.

Role-Play C

Janice is a new Administration Assistant at Boutique Build Australia. She has been with the company for 3
months. Janice’s work is of consistently high standard, but she is also consistently late for work.

You have mentioned this to Janice informally, but her punctuality hasn’t improved. The situation is also
impacting client’s calls, as Janice is not there to answer the phone, which is a key part of her duties. Now
you need to formally meet with Janice to discuss the situation.

Janice’s official start time is 9am and her finish time is 5.30pm with 30 minutes for lunch.

In the last week Janice has arrived at work at the following times:

• Monday: 9.05 am

• Tuesday: 9.25 am

• Wednesday: 9.20 am

• Thursday: 9.10 am

• Friday: 9.30 am

Janice has also been offered access to a counsellor with whom the company has an ongoing arrangement.
As far as you know, she hasn’t accessed this service.

6. Prepare for meeting. This assessment task requires you to assume the role of the Human Resources
Manager and provide formal feedback to Janice (roleplayed by your assessor) about her ongoing poor work
performance and to offer counselling and support.

Before you commence this assessment, download and read the following guide about managing
underperformance. You will be assessed on your demonstration of the skill referred to under Step 3 key
points for employers to remember.

http://www.fairwork.gov.au/about-us/policies-and-guides/best-practice-guides/managing-
underperformance

Name of Student: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
10 | P a g e
Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 1

Summarise the correct procedure for termination of an employee as set out in the Fair Work Ombudsman
website. Your summary should be about one page in length.

Save the document as Termination Procedure.

The duration of the meeting with Janice will be approximately 15 minutes.

7. Conduct the meeting with Janice (with your assessor playing the role of Janice), explaining to her what
the problem is, why it is a problem, how it impacts on the workplace and why there is a concern.

At the meeting you must:


 Explain the purpose of the meeting
 Explain to Janice what the problem is
 Explain how this behaviour impacts on the workplace and why it is a concern. Ensure that you focus on the
issue not the person.
 Demonstrate your interpersonal and communication skills by:
o Keeping your communication clear and simple
o Listening to Janice and confirming and clarifying information shared
o Asking questions to confirm information
o Emphasizing Janice’s strengths as per the scenario information
o Offer support as required, including accessing company support services.
o Confirm that Janice needs to meet her contractual requirements.

Despite your informal feedback to Janice about her ongoing lateness, Janice’s work arrival times have not
improved. In accordance with workplace procedures, you have discussed the situation with the Managing
Director and had one further meeting with Janice to remind her of the requirement to arrive at work on
time.

The decision has been made to terminate Janice’s employment. Assume that the company’s procedures
for termination is as described below and follow it.

-Just discuss about the termination of Janice

8. Prepare and provide a termination letter. Research the Fair Work Ombudsman web site for guidance on
termination and to assist in developing a suitable letter of termination.

In accordance with your research, develop a written letter to Janice informing her that her employment has
been terminated.

-Create a sample termination letter

SAMPLE TERMINATION LETTER

07 August 2023 PRIVATE AND CONFIDENTIAL

Janice Smith
189 Pacific Highway Roseville
NSW 2069

Name of Student: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
11 | P a g e
Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 1

Re: Termination of your employment

Dear Janice,

I am writing to you about the termination of your employment with Boutique Build Australia.

On 06/06/2023 you met with me. In that meeting, you were advised that you were not fulfilling the
requirements of your contract, which is to be at work at 9 am Monday to Friday. You were issued with a
formal letter on 15/06/2023.

On 29/06/2023 you had a second meeting with me, and you were advised that your attendance had not
improved to the level required. You were issued with a second warning letter on 07/07/2023.

We consider that your attendance and therefore performance is still unsatisfactory and have decided to
terminate your employment for the following reasons:

You do not arrive to work on time so are not fulfilling your contractual obligations.

Your employment will end immediately. Based on your length of service, your notice period is 4 weeks.

You will be paid any outstanding wages and accrued entitlements and outstanding remuneration,
including superannuation, up to and including your last day of employment.

Yours sincerely

Human Resources Manager

References:
https://campus.sagepub.com/blog/five-tips-to-improve-your-writing
https://youtu.be/N70D6xP0aQo

Name of Student: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
12 | P a g e
Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 1

Observation Checklist (Role play A)

Date of Observation

Name of Learner
Signature

Assessor ONLY YES NO


 Speaking clearly and concisely
 Using non-verbal communication to assist with understanding
 Asking questions to identify required information
 Responding to questions as required
 Using active listening techniques to confirm understanding

Briefly describe
the Learner’s
overall
performance.
If any of the
items above are
marked as NO,
explain why
here.

Name of Student: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
13 | P a g e
Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 1

Observation Checklist (Role play B)

Date of Observation

Name of Learner
Signature

Assessor ONLY YES NO


 Explain the purpose of the performance review.
 Discuss the rating of Jamie’s work against each item in the checklist.
 Ensure you emphasise areas where Jamie has done well and others where
improvement is required.
 Respond to any questions.

Briefly describe
the Learner’s
overall
performance.
If any of the
items above are
marked as NO,
explain why
here.

Name of Student: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
14 | P a g e
Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 1

Observation Checklist (Role play C)

Date of Observation

Name of Learner
Signature

Assessor ONLY YES NO


 Explain the purpose of the meeting
 Explain to Janice what the problem is
 Explain how this behaviour impacts on the workplace and why it is a
concern. Ensure that you focus on the issue not the person.
 Keeping your communication clear and simple
 Listening to Janice and confirming and clarifying information shared
 Asking questions to confirm information
 Emphasizing Janice’s strengths as per the scenario information
 Offer support as required, including accessing company support
services.
 Confirm that Janice needs to meet her contractual requirements.

Briefly describe
the Learner’s
overall
performance.
If any of the
items above are
marked as NO,
explain why
here.

Name of Student: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
15 | P a g e
Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 2

Assessment Task 2 Marking Checklist (Assessor Only)


Student ID

Student Name

Did the student: Completed Comments


successfully?

Yes No

Role-Play A

At the meeting, provide positive feedback?

At the meeting, provide feedback on


performance where improvement is
needed using the STAR model?

Provide coaching to improve writing style


by outlining five writing style tips?

During the meeting, demonstrate effective


communication skills including:

 Speaking clearly and concisely

You could understand what the student


said

 Using non-verbal communication to


assist with understanding

Such as nodding to indicate understanding,


smiling to facilitate communication.

 Asking questions to identify required


information

By asking relevant questions

Name: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
16 | P a g e
Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 2

 Responding to questions as required

By providing a clear and concise and


relevant response to the question asked

 Using active listening techniques to


confirm understanding

By paraphrasing information or feedback


provided to confirm understanding.

Role-Play B

Demonstrate the ability to prepare for


performance management according to
procedures

Conduct performance review including:

 Explain the purpose of the


performance review?

 Discuss Jamie’s work against each


item in checklist?

 Emphasise areas where Jamie has


done well and others where
improvement is required?

 Respond to any questions?

 In consultation with Jamie, agree on


areas of improvement/development
and indicate that a learning and
development plan will be
documented?

 Use effective communication skills for


performance management?

Document performance as discussed at the


performance review meeting in the

Name: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
17 | P a g e
Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 2

performance review template?

As evidenced by the student’s completed


performance review accurately reflecting
the discussions that you had during the
meeting.

At the meeting with Janice:

 Explain the purpose of the meeting

 Outline the poor performance

Explain how behaviour impacts on the


workplace and why it is a concern,
focussing on the issue not the person?

Demonstrate interpersonal and


communication skills by:

 Keeping your communication clear


and simple?

You could understand what the student


said

 Listening, confirming and clarifying


information shared?

By paraphrasing information or feedback


provided to confirm understanding

 Asking questions to confirm


information?

By asking relevant questions

Emphasising Janice’s strengths?

Provide guidance and support, including


discussing relevant actions required to

Name: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
18 | P a g e
Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 2

achieve required performance?

Advise Janice of the company’s counselling


services?

At the meeting, confirm that Janice needs


to meet her contractual requirements?

Communicate the outcomes of the


meeting in writing, including:

 Information about achievement of


work responsibilities

 Agreed outcomes

 Within one day of the meeting?

As evidenced by the student’s termination


letter fulfilling the requirements as set out
in the Termination Letter Assessor.

Demonstrate ability to meet timelines?

By communicating the outcomes of


meeting in writing, within one day of the
meeting

Follow termination procedures?

As evidenced by the student developing


the termination letter and outlining the
termination procedure.

Develop a termination letter that is


developed in accordance with advice on
the Fair Work Ombudsman site?

As evidenced by the student’s termination


letter fulfilling the requirements as set out
in the Termination Letter Assessor.

Name: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
19 | P a g e
Unit Code: BSBLDR522
Unit Name: Manage People Performance
Assessment Task: 2

Outline termination procedure as per Fair


Work Ombudsman?

As evidenced by the student’s termination


procedure fulfilling the requirements as set
out in the Termination Procedure Assessor.

Not
Task 2 Outcome: Satisfactory
Satisfactory

Assessor Declaration

By signing this declaration, I confirm that I have observed the learner, whose name is
recorded above, has demonstrated the requirements outlined in this task.
I further confirm that all of the responses the learner has provided above are true and
accurate about their performance of the task.

Assessor’s signature

Assessor’s name

Date signed

Name: KLYDE ANCHETA EVANGELISTA


ID Number: 13903740
20 | P a g e

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