Walaiphon_BSBXTW401 Project Portfolio Student revise file with feedback

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Nov 24, 2024

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STUDENT VERSION PROJECT PORTFOLIO LEAD AND FACILITATE A TEAM BSBXTW401

BSBWRT301 Write simple documents Trainer Guide Section 1: Team Performance Plan 6 Section 2: Team meeting preparation 15 Section 3: Team performance monitoring 17

Student name: Walaiphon Sutthiwanasakun Assessor: Shahriar Morshed Date: 20.11.2023 Business this assessment is based on: World education Team this assessment is based on: Sale team Documentation reviewed as preparation: World education BSBXTW401 Lead and facilitate a team | Project Portfolio - Student | V2.0 | May 22 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J | 3

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Section 1: Team Performance Plan Team details Team Name: Sales Team Time period for team plan Give the time period for the team plan e.g. 6 months. 12 months Overall team objectives List key objectives for the team you have selected. As per the Strategic and Operational Plan each team may sets its own overall objectives. Therefore you may establish any suitable objectives. List at least 3 general objectives that can apply to your chosen team. The administration's managers ensure that the enterprise runs smoothly and efficiently. The primary goal of an administrative manager is to direct, track, and monitor the organization's support structures in order to assist it in succeeding. Managers are in charge of the company's day-to-day operations and carry out their responsibilities in order to have outstanding office management. The reception and supervision of bureau guests, telephone service, and clerical responsibilities such as record entry, filing, and preparing are all overseen by the head of government. Overall team responsibilities List key responsibilities for the team you have selected. As per the Strategic and Operational Plan each team must define its overall responsibilities to align with the Strategic and Operational Plan. • Concentrate on the clients you do have. • Invest in Facebook advertisements to transfer it online • Run exclusive sales and discounts. • Making an adjustment to your contact style. BSBXTW401 Lead and facilitate a team | Project Portfolio - Student | V2.0 | May 22 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J | 4

List at least three general responsibilities for the team you have chosen. Overall team outcomes required List key outcomes for the team you have selected. As per the Strategic Plan each team may sets its own overall outcomes. Therefore you may establish any suitable outcomes. List at least 3 outcomes that can apply to your chosen team.. • Write or create material, particularly announcements and updates about your business. • Edit the text or delegate the editing to someone else. • Distribute and post material • Act with a social media marketer to promote the content. • Visits to the website, search rankings, content participation, sales and leads, attribution, and other metrics will all be tracked. Opportunities for cross collaboration amongst external and internal teams and individuals Identify at least one internal and one external team that your chosen team could collaborate with. Explain why this might be beneficial. Explain how individuals within the team could collaborate. 1. When the pay system does not reflect large gaps between employees, this holds rivalry and egos in check. 2. If you're in charge of this party, don't just tell them what you expect. Demonstrate. Keep yourself and your colleagues responsible, and model the honesty you expect them to have. 3. Once you've done your homework, your team should be well-informed. However, the market and landscape details you can and should supply could be lacking. This way, you will offer problem-solving knowledge to the team that is outside of its usual experience. BSBXTW401 Lead and facilitate a team | Project Portfolio - Student | V2.0 | May 22 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J | 5

Team members Complete the following for a minimum of 3 team members: Team Member 1 Name: Jade Somers Individual outcomes required List key outcomes for the individual you have selected. This will be based on the individual’s job role. You may research a suitable position description for this role and then describe key outcomes would be relevant to the role. Key outcomes are related to the organisation’s objectives. List three. Make good decisions. Verify that the needs of the viewer are being served. Make the most of your contact assets Improve work ethic Individual goals List 3 goals this individual would have in relation to their role. These can be general goals based on a person’s role at work or specific to the position you have researched. Increase your involvement at work. Be more communicative than it was before. Increase understanding level towards anyone Be the most devoted listener and one who comprehends what people are doing. Individual behaviour requirements List 3 behaviour requirements for this individual. Don't engage in any unnecessary discussion with others. Improving one's ability to perceive people and empathize with them Pay more attention to the little stuff. BSBXTW401 Lead and facilitate a team | Project Portfolio - Student | V2.0 | May 22 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J | 6

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These can be general behaviours based on a person’s role at work or specific to the position you have researched. Remember to review the Staff Code of Conduct too. Make sure we already done everything in accordance of procedure Individual tasks List at least 3 tasks that this individual will be responsible for completing as part of their role. Explain why you allocated these tasks to the team member. This should be based on their job role and expertise or development potential. Note if you are completing this for the case study business refer to the position description you have developed and to the section in the Strategic and Operational Plan about our people. 1. Use strong points to present, support, and market products/services to current and prospective consumers. 2. Perform a cost-benefit and expectations study of current and future clients in order to satisfy their criteria. 3. Build, cultivate, and sustain good company and client relationships. A well-functioning team puts together a wide variety of backgrounds, abilities, and strengths, and is capable of completing big, challenging tasks. The team's aim, mission, or goal must be explicitly defined by the team leader, and all team members must work together to accomplish it. BSBXTW401 Lead and facilitate a team | Project Portfolio - Student | V2.0 | May 22 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J | 7

Team Member 2 Name: Jane Stone Individual outcomes required List key outcomes for the individual you have selected. This will be based on the individual’s job role. You may research a suitable position description for this role and then describe key outcomes would be relevant to the role. Key outcomes are related to the organisation’s objectives. List three. • Target main retail accounts for purchases. • Contact potential and current clients in order to reach and surpass revenue expectations. • During each store tour, organize, rotate, and stock shelves. • Attend sales sessions and receive on-site support. • Resolve objections by dialogue and persuasion. Individual goals List 3 goals this individual would have in relation to their role. These can be general goals based on a person’s role at work or specific to the position you have researched. 1. Establish effective contact with superiors, co-workers, stakeholders, and suppliers. 2. Do pay attention to what some have to say. 3. When anyone else does well at work, give them a hand on the back Individual behaviour requirements List 3 behaviour requirements for this individual. These can be general behaviours based on a person’s role at work or specific to the position you have researched. 1. Be open and frank with your responses to our comments. 2. Still address crucial issues and reach a conclusion. 3. Must be involved while you're out. BSBXTW401 Lead and facilitate a team | Project Portfolio - Student | V2.0 | May 22 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J | 8

Remember to review the Staff Code of Conduct too. Individual tasks List at least 3 tasks that this individual will be responsible for completing as part of their role. Explain why you allocated these tasks to the team member. This should be based on their job role and expertise or development potential. Note if you are completing this for the case study business refer to the position description you have developed and to the section in the Strategic and Operational Plan about our people. 1. Calculate any necessary funds needed to sustain the company financial 2. Cut any unnecessary project on company 3. Nurturing new employee to be independent and keep their good relationship BSBXTW401 Lead and facilitate a team | Project Portfolio - Student | V2.0 | May 22 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J | 9

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Team Member 3 Name: Jay Santos Individual outcomes required List key outcomes for the individual you have selected. This will be based on the individual’s job role. You may research a suitable position description for this role and then describe key outcomes would be relevant to the role. Key outcomes are related to the organisation’s objectives. List three. 1. Maintaining the company's financial profit rate 2. Disseminating knowledge to all employees 3. Aiding and education 4. Entering data (sales figures, property listings etc.) 5. Managing the office in general, such as ordering stationery Individual goals List 3 goals this individual would have in relation to their role. These can be general goals based on a person’s role at work or specific to the position you have researched. 1. Develop positive interpersonal relationships 2. Be more professional regarding work 3. Creating a work with satisfying result 4. Establishing a good working relationship between the employee and the employer Individual behaviour requirements List 3 behaviour requirements for this individual. These can be general behaviours based on a person’s role at work or specific to the position you have researched. Employee productivity, absenteeism, company turnover which all leads to reaction particular situation at workplace BSBXTW401 Lead and facilitate a team | Project Portfolio - Student | V2.0 | May 22 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J | 10

Remember to review the Staff Code of Conduct too. Individual tasks List at least 3 tasks that this individual will be responsible for completing as part of their role. Explain why you allocated these tasks to the team member. This should be based on their job role and expertise or development potential . Note if you are completing this for the case study business refer to the position description you have developed and to the section in the Strategic and Operational Plan about our people. Creating a better work environment Prioritize customer satisfaction Increase brand awareness BSBXTW401 Lead and facilitate a team | Project Portfolio - Student | V2.0 | May 22 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J | 11

Team strategies and contingencies Strategies to ensure team members are accountable for their roles and responsibilities What strategies will be used to ensure team members are accountable for their roles and responsibilities? Describe at least three. • Executing all tasks assigned by the Team Leader or Manager diligently, on schedule, and to the highest standard. • Working with team members to achieve daily, weekly, and monthly targets. • Participating in meetings and voicing concerns as well as suggestions for improvement. Contingency plans What contingency plans will be used to ensure the team performance plan can be carried out as required. Describe at least three. List down the key risks Identify the major events that could have a negative impact on the course of your business and on the key resources, such as employees, machines, IT systems etc. Share and Maintain the Plan Once you have completed the contingency plans, make sure that they are quickly accessible to all employees and stakeholders. Create Contingency Plans for Each Event In this step you’ll create separate plans that outline the actions you need to take in case the risks you identified earlier occur. Consider what needs to be done in order to resume normal operations after the impact of the event. BSBXTW401 Lead and facilitate a team | Project Portfolio - Student | V2.0 | May 22 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J | 12

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Section 2: Team meeting preparation Coaching Document the coaching topic you have decided to provide coaching on. Explain why you chose the topic and how it will help to enhance workplace culture and support individuals to work towards common team goals. Indicate the communication method you chose and why and attach your presentation to your Portfolio. The Importance of Communication Skills Having strong communication skills aids in all aspects of life – from professional life to personal life and everything that falls in between. From a business standpoint, all transactions result from communication. Good communication skills are essential to allow others and yourself to understand information more accurately and quickly. In contrast, poor communication skills lead to frequent misunderstanding and frustration. Communication Consider how you will facilitate open and respectful communication and collaboration between team members, taking into account the diverse backgrounds of those in your team. Document appropriate techniques which you will then be required to demonstrate techniques that you have identified as appropriate in the next activity. involves the usage of words while the delivery of the intended message is being made. It can be one-on-one, over the phone or in group settings, etc. it is a method of effective communication that is personal and has to be used more than only phone calls and emails whenever possible. How you will facilitate ? Issues, inefficiencies and challenges As you will need to assist your team to identify, brainstorm, report and resolve issues and inefficiencies related to the tasks as identified in your team performance plan, you will therefore need to ensure you identify suitable techniques to achieve this, as well as your own problem solving skills to come up with solutions during - Discomfort with the supportive spirit of coaching and expecting results at the same time. - Listening feels burdensome to managers who typically give directions. - Problem-centric vs. solution-centric environments. Elaborate and rewrite BSBXTW401 Lead and facilitate a team | Project Portfolio - Student | V2.0 | May 22 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J | 13

the meeting. Describe techniques you will use. Conflict As you will also need to manage conflict where there are disagreements about how to resolve an issue, you need to be prepared to handle. Write down your ideas on how you will manage the conflict. Act as quickly as possible. Managers often hope that conflict will go away or repair in time. The reality is that in many cases conflict gets worse over time. Gather as much information as possible. People often have very different perceptions of what has occurred. Understanding their perceptions will help you to focus on what is important to each person. Perception is reality. Be curious. Focus on how the people involved see the situation, what they need, and what’s important to them. Decide whether to mediate or to call in others to help. Once you have discussed the issues with the people involved, decide whether you are able to mediate yourself. Attach: Presentation for the team Missing ☐ BSBXTW401 Lead and facilitate a team | Project Portfolio - Student | V2.0 | May 22 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J | 14

Section 3: Team performance monitoring Feedback Review the feedback about the team and individual performance against agreed benchmarks i.e. outcomes you identified for the team you choose and each individual team member. Choose at least two benchmarks (outcomes) for team performance and individual performance from your team performance plan against which to measure performance. Discuss performance based on agreed outcomes and feedback provided. The results show that some jobs already have a lot of room for improvement. Person findings were compared to agreed-upon parameters depending on the outcomes we picked. That can be seen in how they are either developing negative thought habits or being inactive, or in a technology community that meets monthly with management to collaborate on quarterly goals. What are the results/ feedback ? Learning and development opportunities Identify three specific learning and development opportunities that could be used to improve team and individual performance and behaviours. These should be based on the feedback you collated. Specific learning and development opportunities means specifying a particular event that could be attended or a specific internal coaching opportunity that could be ran. Ensure that one of the opportunities is a video or interactive activity that team members are to complete. Training Programs in the Classroom Classroom learning takes place over one or two days in a physical environment on- or off-site, and is usually led by a trained facilitator. A collection of overview slides and events, such as case study reviews or updates on corporate management matters, are shown to groups of staff. Classroom- based teaching has the benefit of allowing a number of workers to gain a vast range of experience at the same time. Unfortunately, there are many drawbacks to this teaching process, including the high cost of hired venues, travel, and catering. Employees deem this method of preparation to be tedious as well Training that is interactive Interactive teaching is one of the most effective corporate training approaches because it deliberately engages participants in their own learning environment. Simulations, simulations, role plays, quizzes, and games will all be used in this preparation. On-the-Job Learning Employees who undergo on-the-job training are not only fully engaged in their research, but they also engage in real-world experiences that are important to their actual or prospective work. BSBXTW401 Lead and facilitate a team | Project Portfolio - Student | V2.0 | May 22 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J | 15

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This is one of the most effective succession planning preparation techniques. Since workers are tossed into the deep end, this form of preparation will result in accelerated learning. Because of the constant feedback needed, this experience can be a bit too overwhelming for certain workers, let alone time- consuming. Providing timely and constructive feedback and implementing action plans Draft an email that you could send to the team about their overall and individual performance. Ensure that as the feedback is being shared with all team members that it is constructive. Follow the timelines set by your assessor for this task to ensure that the feedback you provide is timely. You are also draft a further email to the team advising them of the details of the learning and development opportunities you have identified. For example, dates, times, content, etc. Dear Team, Thank you for your hard work during coaching days, I have seen so much positive feedbacks and result from your training. You did well. Also, for the performance, thought there is still need improvement on personality and professionalism, overall your progress shows an excellent number and result, which is wonderful. I hope you can sustain this working spirit in the future. Regards, Attach: Presentation for the team Misssing ☐ BSBXTW401 Lead and facilitate a team | Project Portfolio - Student | V2.0 | May 22 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J | 16

Walaiphon_BSBXTW401 Project Portfolio Student revise file with feedback

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