Develop and Maintain Strategic Business Networks Assessment Guide

STUDENT ASSESSMENT TASKS TEMPLATE BSBTWK601 DEVELOP AND MAINTAIN STRATEGIC BUSINESS NETWORKS

BSBWRT301 Write simple documents Trainer Guide ASSESSMENT COVER SHEET Student Name: Student ID: Contact Number: Email: Trainer / Assessor Name: Qualification: Unit of Competency: Assessment: ☐ Written Questions ☐ Project Due Date: Date Submitted: If your assessment is being submitted after the due date, please attach a copy of the written confirmation of extension received from your assessor. Declaration: I have read and understood the following information at the beginning of this assessment guide (please tick): ☐ Assessment information ☐ Submitting assessments ☐ Plagiarism and referencing I declare this assessment is my own work and where the work is of others, I have fully referenced that material. Name (please print) Signature Date

Assessment Task 1: Project Portfolio Activities Complete the following activities: 1. Carefully read the scenario provided in Student Assessment Task Section 1: Plan networking activities To complete this section, you must read through your business’ strategic document (e.g., Strategic Plan) and one policy and procedure relevant to strategic networking. Business strategy Which document did you read to obtain information about the business strategy? What are the key features of your business’s strategy document (at least five)? What are the strategic objectives of your business? Summarise the numerical information contained in the document and explain how it relates to strategic networks. Networking objectives What are the networking objectives of your business?

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Organisational requirements Which policy and procedures are relevant to strategic business networking? Identify and summarise the requirements of at least one policy and procedure. Existing business relationships Identify at least one existing business relationship. Summarise the relationship:  who the relationship is with  how your businesses provide value and advantage to one another. Does the relationship have strategic importance? How does the relationship help your business reach its strategic goals and objectives? Does this relationship align to your business’s networking objectives?  Potential business contacts Identify and describe at least three potential business relationships and contacts for the relationship. How will the relationship help your business reach its strategic goals and objectives? BSBTWK601 Student Assessment Tasks TEMPLATE v1 2022 | 4

How will the relationship align to your business’s networking objectives? Select business contact Which business contact will you focus on for the remainder of this assessment? Why? Research contact methods. Upcoming conferences Identify at least one potential conference you may attend to establish contact with your selected business contact. What are the details of the conferences you have identified? BSBTWK601 Student Assessment Tasks TEMPLATE v1 2022 | 5

Professional associations Identify at least one professional association whose members may be appropriate business contacts for the selected business relationship. Provide the details of the associations you have identified. Other business networking opportunities Identify at least two other opportunities (or methods) you may use to contact your selected business contact. Research sources List your research sources here (at least two). BSBTWK601 Student Assessment Tasks TEMPLATE v1 2022 | 6

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Evaluate contact methods What are the advantages of each contact method? What are the disadvantages of each contact method? BSBTWK601 Student Assessment Tasks TEMPLATE v1 2022 | 7

Use the template below to select communication methods and plan your communication with the selected potential business contact. Strategic Business Relationship Contact Plan [Insert Name of contact] Date: [Insert date] Initial contact How will you make initial contact? When will you make the contact? What subject matter will you communicate as part of this contact? What are the advantages and value of the business relationship for both your own business and the business contact? What are any other details related to the communication? Confirm that the details for initial contact adhere to your business’ policies and procedures. Follow-up contact How will you follow-up the initial contact? When will you follow up? What subject matter will you communicate as part of this contact? What are any other details related to the communication? Confirm that the details for follow-up contact adhere to your business’ policies and procedures. Future correspondence Which communication channels will you use for future correspondence (at least two)? Confirm that these channels adhere to your business’ policies and procedures. Problems and risks Which unpredictable problems and risks may occur when making and maintaining contact with the potential business contact (at least two)? How will you take responsibility for addressing these problems and risks? Attach: Strategic documentation (if using your own business) ☐ Policy and procedure (if using your own business) ☐ Strategic Business Relationship Contact Plan (if you used a different template) ☐ BSBTWK601 Student Assessment Tasks TEMPLATE v1 2022 | 8

1. Summarise strategic business networking requirements. 2. Identify and maintain existing business relationships. 3. Identify and evaluate new potential business contacts. 4. Plan communication with the business contact., using the Table above 5. Initiate contact with the chosen business contact. 6. Meet with the business contact for follow-up. Section 2: Undertake networking activities Complete this section to provide evidence of how you initiated and followed-up contact with one business contact. BSBTWK601 Student Assessment Tasks TEMPLATE v1 2022 | 9

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Initial contact Draft your LinkedIn message here. Schedule follow-up Insert a screen shot of how you scheduled a meeting here (e.g., added it to Google Calendar or Apple calendar). Follow-up initial contact If not already viewed in person by your assessor, attach proof of your meeting to this section of your portfolio (e.g., video of conference call or voice recording of a telephone conversation). Provide an example of how you used a friendly, professional tone. Provide an example of how you used clear and detailed business language and terminology. Provide an example of how you asked questions to seek the business contact’s view and opinion. How did you clarify your BSBTWK601 Student Assessment Tasks TEMPLATE v1 2022 | 10

understanding of what the business contact said? Reflect on communication What did you do well as part of your communication? What can you improve on? Did you experience any problems during the communication? How did you solve the problems? If you did not experience any problems, identify at least one problem you could have experienced and say how you would’ve solved it. Attach: Meeting with business contact (if not already viewed in person by your assessor) ☐ BSBTWK601 Student Assessment Tasks TEMPLATE v1 2022 | 11

7. Summarise and reflect on your communication with the business contact. Section 3: Maintain networks Use the template below to plan how to maintain your existing and new strategic business relationships. Strategic Business Relationship Maintenance Plan Date: [Insert date] Existing business relationship: [Add details] New business relationship: [Add details] How will you maintain the strategic relationship? Opportunities for further collaboration with the business contact: How do the opportunities align with the strategic objectives of the business? Benefits of the collaboration opportunities: Identify at least three. Identify at least three. Risks of the collaboration opportunities: Identify at least three Identify at least three. Attach: Strategic Business Relationship Maintenance Plan (if you used a different template) ☐ BSBTWK601 Student Assessment Tasks TEMPLATE v1 2022 | 12

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8. Maintain business networks. 9. Submit your completed Project Portfolio. Assessment Task 1: Checklist BSBTWK601 Student Assessment Tasks TEMPLATE v1 2022 | 13

Student’s name: Student ID: Did the student: Completed successfully? Comments Yes No Read and outline the contents of the business’s strategic document, including:  its key features  the strategic objectives  the numerical information? Summarise the networking objectives of their business? Read and summarise the requirements of at least one policy and procedure relevant to strategic business networking? Identify at least one existing business relationship and assess its strategic importance according to organisational objectives? Identify, evaluate and select potential business contacts according to networking objectives and organisational strategy? Research methods for contacting potential business contacts including conferences, professional associations, and business networking opportunities? Evaluate the methods for contacting the identified business contacts? BSBTWK601 Student Assessment Tasks TEMPLATE v1 2022 | 14

Plan for contact and communication with the potential business contact by:  selecting the two most appropriate methods to make initial contact and then follow-up  establishing the communication details including the timeframe requirements  outlining the subject matter they will communicate including the advantages and value of the business relationship for both their own business and the business contact  identifying communication channels for future correspondence  identifying potential unpredictable problems or risks they may experience making and maintaining contact with the potential business contact  explaining how they can take responsibility for addressing the problems/risks? Establish contact with the identified potential business contact by drafting a message in LinkedIn? Schedule a follow-up meeting with the contact by adding it to google calendar? Participate in a follow-up oral communication interaction with the potential business contact to:  introduce themself and their business  refer to the LinkedIn message they sent and discuss the advantages and value of establishing a shared relationship  ask the potential contact for their opinion and view on forming a strategic business relationship BSBTWK601 Student Assessment Tasks TEMPLATE v1 2022 | 15

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 confirm the communication channels for future correspondence? Demonstrate effective oral communication skills including:  using a friendly, professional tone  using clear and detailed business language and terminology  listen/ask questions to understand the contact’s views and opinions and clarify their understanding of what they said? Reflect on their communication with the business contact to monitor how their communication was implemented and take responsibility for problems? Develop a plan to:  maintain the existing and new strategic business relationship  identify opportunities for further collaboration with the business contacts to meet organisational objectives  identify benefits that may result from business collaboration  identify risks that may be associated with the business collaboration? Task outcome:  Satisfactory  Not satisfactory Assessor signature: Assessor name: Date: BSBTWK601 Student Assessment Tasks TEMPLATE v1 2022 | 16

Final results record Student name: Student ID: Assessor name: Date: Final assessment results Task Type Result Satisfactor y Unsatisfactory Did not submit Assessment Task 1 Project Portfolio S U DNS Overall unit results C NYC Feedback  My performance in this unit has been discussed and explained to me.  I would like to appeal this assessment decision. Student signature: _________________________________________ Date: _________________  I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures. Assessor signature: _______________________________________ Date: _________________ BSBTWK601 Student Assessment Tasks TEMPLATE v1 2022 | 17

BSBTWK601 Student Assessment Tasks TEMPLATE v1 2022

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