BSBPEF501 Project Portfolio nmc (2)

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Birla Institute of Technology & Science *

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ZG520

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Management

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Nov 24, 2024

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PROJECT PORTFOLIO Student Full Name: Student ID: Trainer/Assessor Full Name: Course: BSB60420 Advance Diploma of Leadership and Management. Unit Code: BSBPEF501 Date: Business this assessment is based on: BSBPEF501 PROJECT PORTFOLIO 1

BSBPEF501 PROJECT PORTFOLIO 2 Section 1: Manage team’s personal and professional development 1 Describe the organisation you are basing this project on. 1.1 What is the name of the organisation? Worlducation 1.2 What does the organisation do? It creates tablet computers for pupils in elementary school. Along with the stylish and sturdy hardware, their major emphasis is to build software, content, and activities to better engage and teach primary school pupils. 1.3 What are the key functions and activities of the team you will manage the personal and professional development for?  The sales staff is in responsible of online inquiries, sales orders, and contacting clients to ensure that they are happy with the product delivery.  Sales reps are expected to produce sales that contribute to the yearly profit objective of 10%. They must also generate 5 new leads every month and make one sale for every 5 leads. 1.4 What are the organisational goals or objectives (at least three)? • Customer happiness may be improved by providing multichannel customer service. • Productivity is an important factor to consider • Social accountability 1.5 Attach proof of the documentation showing organisational goals (e.g., strategic or operational plan).

BSBPEF501 PROJECT PORTFOLIO 3 2 Document team responsibilities. Note: Use any appropriate format and tool to document the team roles and responsibilities. Keep in mind that this document may be used at a later stage to support your team to develop work goals. 2.1 What roles/positions do three of your team members fill?  Sales representative  Call centre staff  Advertising staff 2.2 What are the responsibilities of each of the three team members (name at least two responsibilities per team member)? Sales representative • To maintain positive customer relationships • To use ERP system Call centre staff • Use technology to solve customer queries • Communication skills to manage emotional customers Advertising staff • Design and develop adverts for multiple mediums.

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BSBPEF501 PROJECT PORTFOLIO 4 • In charge of creating marketing communication 2.3 What are the performance outcomes linked to each role/position (name at least two per team member)? Sales representative • Efficient organizational skills to fulfill duties • Maintain positive online customer relationship Call centre staff • Dealing with emotional clients • Anxiety management due to increased workload Advertising staff • Improved attention to detail Improved digital advertising skills 2.4 Does the team have any diverse needs? Yes, owing to government regulations limiting supplies, the plant in Hong Kong shuttered for a month due to the epidemic. The Zoom sessions, as well as the overburdening work, are daunting for salespeople. Because of the strain to complete their tasks and obligations, some of the staff's mental health is deteriorating. 2.5 How will you communicate with the team members with the diverse needs? OPEN MEETINGS Meetings are an easy method to convey information, have open discussions, and allow employees to express themselves. They are one of the most commonly used communication methods in the workplace. They can also be used to boost staff morale by offering a venue for recognizing achievements and rewarding hard work. EMAILS Emails are a vital mode of communication in most businesses since they allow employees to interact with anybody on the planet quickly and efficiently. Many individuals find it beneficial to write down information so that they can refer to it later. This guarantees that nothing is missed or misplaced. 2.6 Attach proof of documented team responsibilities to this section of the portfolio. 3 Identify and summarise organisational framework requirements for personal and professional development.

BSBPEF501 PROJECT PORTFOLIO 5 3.1 Do any policies and procedures exist that address work place goals and inform personal and professional development? 3.1.1. What is the name of the policy and procedure?  Internal Communication Policy and Procedures  Employee Training and development Policy and Procedure 3.1.2. What are the performance and professional development requirements outlined in the policies and procedures? 3.1.3. Which personal and professional development activities and opportunities are available for staff to access (e.g., as specified in policies and procedures)? 3.1.4. Does the organisation have any templates available for the development of work goals (e.g., personal development plan)? 3.2 Do any other industry best-practice professional development opportunities exist? 3.3 Note: Attach proof of policies, procedures, templates etc to this section of your portfolio. 4 Support your team as they develop work goals, plans and activities. Note: you are required to support at least three team members. 4.1 Which organisational goals should your team align their personal goals with? (Choose two). 4.2 How will you communicate with each team member (e.g., email with instructions, face-to-face discussion, team meeting)?

BSBPEF501 PROJECT PORTFOLIO 6 4.3 What will you communicate to each team member (e.g., personal behaviour modification, specific skills you would like them to have, explanation of SMART goals)? 4.4 What other support will you provide each team member (e.g., personal development plan template with responsibilities already added into the plan, skills assessment)? attach proof of your additional support to this section of your portfolio. 4.5 Communicate with each team member to provide the support. If not already viewed in person by your assessor, attach proof of your communication (e.g., video of face-to-face discussion with each team member, video of joint team meeting, draft email outlining requirements, recording of telephone discussion etc.). Note: Depending on how you chose to communicate to each member, you may have more than one attachment (e.g., if the same communication applies to all team members, one email with relevant attachments is sufficient). 5 Complete the table to assess the work goals, plans and activities of each team member. Team member What are their goals? How do their work goals align with organisational goals? How do their personal and professional development plans and activities align with organisational goals? Other feedback Team member 1: Team member 2: Team member 3: 6 Provide feedback to each team member from your assessment in the previous question. Note: Feedback is personal and should be done separately for each team member. You will attach a separate proof of feedback for each team member. 6.1 How will you communicate feedback to each team member (e.g., review comments on the plan, recording of telephone conversation, video of face-to-face discussion)? 6.2 Which interpersonal skills will you use to establish and build positive working relationships with your team? 6.3 If not already viewed in person by your assessor, attach proof of your feedback to this section of your portfolio.

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BSBPEF501 PROJECT PORTFOLIO 7 7 Complete the table to facilitate team members’ access to development opportunities. For each team member: 7.1 Identify one goal/plan/activity. 7.2 State which personal or professional development opportunity (identified in question 3) is most appropriate to help the individual team member realise the goal. 7.3 Explain how you will facilitate the professional development opportunity (e.g., email HR to request training, schedule time for the team member to attend a workshop, approve an invoice for a subscription). 7.4 Attach proof of your facilitation to this section of your portfolio. Note: Depending on the professional development opportunity, more than one proof of facilitation may be required (e.g., if all three team members are to attend the same training, then one email to HR is sufficient). Team member Individual goal/plan/activity Personal or Professional development opportunity How will you facilitate access to the professional development opportunity? Team member 1: Team member 2: Team member 3: Attach: Proof of organisational goals ☐ Documented team responsibilities ☐ Proof showing organisational requirements ☐ Proof showing additional support for team members ☐ Proof of communication to support work goal development (at least one depending on chosen form of communication) ☐ Proof of feedback to team members (separate feedback for each team member) ☐ Proof of professional development facilitation ☐

BSBPEF501 PROJECT PORTFOLIO 8 Section 2: Develop and maintain own personal and professional competence 1 Describe your role and responsibilities. 1.1 What is your role/position within the team? 1.2 How does your role contribute to the broader organisational goals (selected to focus on in Section 1)? 1.3 What are your responsibilities (list at least three)? 2 Seek feedback on your own personal and professional development. 2.1 Who can provide you with feedback about your development needs (at least one person)? 2.2 Which questioning and listening techniques will you use to seek and receive feedback? 2.3 If not already viewed in person by your assessor, attach proof of the feedback (e.g., video of a meeting with your superior) to this section of your portfolio. 3 Plan your own personal and professional development. 3.1 For your assumed role in this assessment, what are your goals, plans and activities (name at least two)? 3.2 How do your goals align with the organisational goals? 3.3 Which competency standards apply to your performance (name at least three)? 3.4 How will your performance be measured? 3.5 Which performance development opportunities will help you realise your goals (at least two)? 3.6 Document your own development needs, plans and activities. Make sure you include the feedback you received. Note: You may use the table below or any other format required by your organisation (e.g., performance development plan template). If you do not use the table below, attach proof of your documented development needs, priorities and plans to this section of your portfolio. Role description Role: Key competencies and measurement: Development requirements and feedback Personal: Professional: Goals Performance development opportunities Time frame Priority Incentives/rewards

BSBPEF501 PROJECT PORTFOLIO 9 4 Participate in at least two personal and professional development activities you selected in the previous question. Attach proof to this section of your portfolio (e.g., video of you attending a training workshop, video of a mentoring session you attend, notes you made at a conference or while listening to a podcast). Attach: Proof of feedback (if relevant) ☐ Proof of documented development needs (if relevant) ☒ Proof of participation in professional development activities (at least two) ☐

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BSBPEF501 PROJECT PORTFOLIO 1 Section 3: Facilitate achievement of work priorities 1 Research and implement techniques to manage team health and well-being in the workplace 1.1 Do research to explain at least five techniques applicable to your specific organisation for maintaining the health and well-being of yourself and your team members. Note: Use at least two sources of information and attach proof of your research to this section of your portfolio. 1.2 Complete the table below to select the techniques that best suit each team member. Team member: Health and well-being technique How can it be implemented? Student’s role Team member 1 Team member 2 Team member 3 1.3 Attach proof of how you’ve implemented the selected health and well-being techniques. Note: Depending on the health and well-being technique(s) chosen, more than one proof of implementation may be required (e.g., if the only health and well-being technique is to provide a free fruit bowl at work, then one photo of the fruit bowl in the office kitchen is sufficient proof).

BSBPEF501 PROJECT PORTFOLIO 1 2 Complete the table below to assess personal, team and organisational demands. Demand for: Weekly work, personal, professional and well- being activities required to be completed Time frame? Priority (high, medium. Low) Student’s role Team member 1 Team member 2 Team member 3 3 Use technology to manage the work priorities (determined in the previous question) of your team. 3.1 Does your organisation specify specific technology to use for project management? 3.2 What technology will you use to manage the work priorities of your team? 3.3 Explain how the technology improves work efficiency. 3.4 Attach proof of your technology use to this section of your portfolio. Attach: Proof of technology use to organise work demands ☐ Proof of health and well-being research ☐ Proof of implemented health and well-being techniques ☐

BSBPEF501 Project Portfolio nmc (2)

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