TRG-DOC-09 Student Assessment BSBWRK503 v1.2

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Swinburne University of Technology *

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BSB50420

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Management

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Jan 9, 2024

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ASSESSMENT BOOKLET Student Details Student Name Student ID Assessment Details Course Details BSB50420- Diploma of Leadership and Management Unit Details BSBTWK503 - Manage meetings (Release 1) Assessme nt Type This is a summative assessment, which requires each student to have adequate practice prior to undertaking this assessment. Assessme nt Methods Assessment 1 Short answer questions (Knowledge Evidence) Short Answer Questions In this assessment, you will demonstrate a sound knowledge of the unit requirements through completing and submitting written questions. You must correctly answer all questions to show that you understand the knowledge required of this unit. There are seven (7) short answer written questions. Assessment 2 Workplace Project (Performance Evidence) This assessment is divided into four (4) tasks: Task 1: Establish and Verify Meeting Requirements Task 2: Develop and Distribute Meeting Agendas Task 3: Conduct Meetings Task 4: Meeting Follow Up Actions
ASSESSMENT BOOKLET -BSBTWK503 THIS PAGE IS INTENTIONALLY LEFT BLANK ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 2 of 31
ASSESSMENT BOOKLET -BSBTWK503 ASSESSMENT RECORD OF OUTCOME Student Name Student ID Course Name Trainer/Assessor Name: Unit code & Title BSBTWK503 - Manage meetings (Release 1) Intake/Batch STUDENT DECLARATION I HEREBY DECLARE THAT this is my (please tick) 1 st Submission 1 ST re-Submission 2 nd re-Submission Reassessment I declare that all the assessment parts completed for this unit are my own work. To the best of my belief, no part of this assessment has been copied from any other student’s work or from any other source except where acknowledgement is made in the text. No part of this assessment has been written for me by any other person except where such collaboration has been authorised by the assessor concerned and where acknowledgement is made in the text. No part of this assessment has been previously submitted as an assessable item, except were authorised by the trainer concerned and where acknowledgement is made in the text. I understand that if I breach the policy, disciplinary action can be against me. I am aware of the reassessment options and right to appeals. I have retained a copy of this assessment. Student Signature Submission Date / / RECORD OF ASSESSMENT OUTCOME (Assessor use ONLY) RESULT S: Satisfactory NS: Not Satisfactory NA: Not Assessed Assessment 1 Written Question answers 1-07 ☐ S ☐ NS ☐ NA Assessment 2 Workplace Project {No. of Tasks: 04} ☐ S ☐ NS ☐ NA Task 1: Establish and Verify Meeting Requirements ☐ S ☐ NS NA Task 2: Develop and Distribute Meeting Agendas ☐ S ☐ NS NA Task 3: Conduct Meetings ☐ S ☐ NS NA ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 3 of 31
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ASSESSMENT BOOKLET -BSBTWK503 Task 4: Meeting Follow Up Actions ☐ S ☐ NS NA Final Unit Outcome ☐ Competent ☐ Not Yet Competent Comments (if any) Assessor declaration I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback. I have also explained about the re-assessment options and appeals rights available to the student. Assessor Name Assessor Signature & date Results entered on RTOM Staff name & date ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 4 of 31
ASSESSMENT BOOKLET -BSBTWK503 ASSSESSMENT INFORMATION Unit Code and Title BSBTWK503 - Manage meetings (Release 1) General Instructio ns to Students This Student Assessment Booklet includes both the assessment instruments and the instructions for gathering and interpreting evidences in an assessment process. This unit requires that you to complete two (2) assessments. You must complete all assessments with a competent result to achieve competency for this unit. Please read the information below about each task included in this assessment. Task Description Assessment 1 Short answer questions (Knowledge Evidence) Short Answer Questions In this assessment, you will demonstrate a sound knowledge of the unit requirements through completing and submitting written questions. You must correctly answer all questions to show that you understand the knowledge required of this unit. There are seven (7) short answer questions. Assessment 2 Workplace Project (Performance Evidence) This assessment is divided into four (4) project tasks: Task 1: Establish and Verify Meeting Requirements Task 2: Develop and Distribute Meeting Agendas Task 3: Conduct Meetings Task 4: Meeting Follow Up Actions 1) In order to achieve a Competency (C) in this unit you need to provide evidence that demonstrates that you can perform the required competencies to the required standard. 2) In order to avoid plagiarism, you must acknowledge and reference sources and must give credit appropriately. 3) You must use the APA 6th Referencing style. You must contact your assessor for guidance on how to reference. You could also complete a free tutorial on referencing at www. The Basics of APA Style® https://apastyle.apa.org/instructional-aids/tutorials-webinars 4) The following are some types of references that must be acknowledged: - Direct quotations – using another person’s exact words, placing words in quotation marks (for shorter quotes) or indent paragraphs (for longer quotes). - Paraphrases of another person’s words or ideas – using someone else’s ideas in your own words. When you ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 5 of 31
ASSESSMENT BOOKLET -BSBTWK503 paraphrase, you must cite the source of the ideas. - Summarise another person’s ideas – a short summary of the original text, including only the main points of the original author’s ideas or argument. To avoid plagiarism, you must cite the source whenever you summarise another person’s work. - Tables, figures, graphs, diagrams or images obtained from any source – you must acknowledge the original source of all tables, figures, graphs, diagrams or images. - Information obtained from lectures and personal communication –you must acknowledge the source of the information. 5) Competency depends on consistently demonstrating the skills, attitudes and knowledge that enable you to complete workplace tasks confidently in a variety of situations. 6) If you have any difficulties in understanding any of these forms or instructions, please speak to your trainer/ assessor. 7) You must record your handwritten/ typed responses in the assessment pack. You can attach additional pages if required. 8) You must read and complete the Assessment Cover sheet. 9) Your assessor will: O complete the Assessment Task Outcome Record for each assessment task O provide you with feedback for all assessment tasks O mark the assessment task as satisfactory or unsatisfactory O sign the Assessment Task Outcome Record How to submit your assessme nts When you have completed each assessment, you will need to submit it to your assessor. Instructions about submission are at the beginning of each assessment task. Make sure you photocopy your written activities before you submit them – your assessor will put the documents you submit into your student file. Assessm ent Task Cover Sheet At the beginning of each task in this booklet, you will find an Assessment Task Cover Sheet. Please fill it in for each task, making sure you sign the student declaration. Your assessor will give you feedback about how well you went in each task and will write this on the back of the Task Cover Sheet. Assessme nt outcomes The submitted assessment will be marked/assessed within 14 days. The student will be given the result within 14 days. Once the student has satisfactorily completed the required assessments for a unit of competency, he/she will receive an outcome of C (Competent) or otherwise NYC (Not Yet Competent) in which case the student is entitled to apply for a resubmission of the assessment. Reasonab le adjustme nts According to AIBL’s policy, assessment processes and techniques, the assessment tool should consider the language, literacy and numeracy capacity of the student in relation to the competency assessed. If you are unable to complete the assessment in this format, you must inform your assessor and they may arrange for you to take the assessment in an alternative format. ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 6 of 31
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ASSESSMENT BOOKLET -BSBTWK503 Assessm ent re- submissi on If a student is deemed NYC (not yet competent)in a unit, the Trainer/Assessor will explain the reason for achieving NYC and inform the student of what needs to be completed in order to demonstrate competence. Re-assessment for assessments only occurs if the student has previously submitted the assessment or has missed the relevant session(s) and has any compassionate reasons or special consideration approved by the Administration department. If the result for the first submission of an assessment is NYC, students will be given two re-submission opportunities to achieve a competent result (this re-assessment is conducted free of charge). The reassessment will occur within 14 days in a suitable period for that unit. Should a student either not make an attempt within this time frame (in spite of all efforts by Albright Institute, its Trainer/Assessor and administration staff to have the student attend a reassessment session) or the student does not achieve a satisfactory result after two re-assessments they may be charged for another attempt. Should the student still not achieve competence after these assessment attempts, it will be necessary for them to re-enrol in (repeat) the unit of competence at a cost. Assessme nt appeals You can make an appeal about an assessment decision by filling an appeal form. The appeal form is available on the Albright Institute’s website. Refer to Albright Institute’s Assessment Policy for more information about our appeals process. Plagiaris m Policy All student work should in their own words, except where it is acknowledged through quotations and referencing. Plagiarism is a serious offence; Albright Institute may impose severe penalties on students who plagiarise. For more information on Plagiarism and Cheating, refer to Albright Institute’s policies. ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 7 of 31
ASSESSMENT BOOKLET -BSBTWK503 About the assessments This unit requires completion of the assessment tasks listed below. All tasks must be completed with a satisfactory result to achieve competency for BSBTWK503 Manage meetings, assessed holistically. Please read the information below about each task included in this assessment. Task Description Assessment 1 Short Answer Questions In this assessment, you will demonstrate a sound knowledge of the unit requirements through completing and submitting written questions. You must correctly answer all questions to show that you understand the knowledge required of this unit. There are seven (7) short answer written questions. Assessment 2 (Workplace Project) This assessment is divided into four (4) project tasks: Task 1: Establish and Verify Meeting Requirements Task 2: Develop and Distribute Meeting Agendas Task 3: Conduct Meetings Task 4: Meeting Follow Up Actions ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 8 of 31
ASSESSMENT BOOKLET -BSBTWK503 Assessment 1 – Coversheet Student and Submission Details Student Name Student ID Unit Code and Name BSBTWK503 - Manage meetings (Release 1) Date of submission 00/00/0000 STUDENT DECLARATION I declare that a. This assessment is my own work. b. None of this work has been completed by any other person. c. I have not cheated or plagiarized the work or colluded with any other student/s. d. I have correctly referenced all resources and reference texts throughout these assessment tasks. e. I understand that if I am found to be in breach of policy, disciplinary action may be taken against me. Student Signature : Assessor To Complete Assessment 1 Assessment Result Date Type Of Submission Short Answer Questions □ C (Competent) □ NYC (Not Yet Competent) □ NA (Not Assessed) 00/00/000 0 ☐ First submission ☐ First re-submission ☐ Second re-submission Assessor feedback Assessor Name Assessor Signature: ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 9 of 31
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ASSESSMENT BOOKLET -BSBTWK503 Assessment 1 – Short Answer Questions Instructions to students: Assessment summary You are required to answer all the written questions in this assessment. Resources and equipment required to complete this assessment Access to textbooks and other learning materials. Access to a computer, printer, Internet, and email software (if required). When and where should the assessment be completed This assessment may be done in your own time as homework, or you may be given time to do this task in class (where applicable). Your assessor will provide you with the due date for this assessment. What needs to be submitted Answers to each short answer question in this assessment along with reference material (if required) Answers to all questions (1-07) Any reference material used Instructions This is an open book test – you can use your textbook/learning materials as reference. You must answer all questions in this assessment correctly. You must answer the questions by typing your answers in Microsoft Word and converting it into a pdf. Please include the following details in the header section of each page of your assessment document: o Student Name and ID o Course Code and title o Unit Code and title o Trainer and assessor name o Page numbers You are required to submit your assessment on the LMS (Moodle). No submissions will be accepted via emails. ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 10 of 31
ASSESSMENT BOOKLET -BSBTWK503 Short Answer Questions 1 Provided below are four common terms used when managing meetings. Briefly describe each using your own words. S NS Answer: Meeting Term Description Marking Notice Agenda Minutes 2 Briefly explain the following concepts that are integral to the structure of virtual and face to face meetings. S NS Answer: Virtual Meeting Explanation Marking Choosing appropriate technology Set ground rules Communicate with using virtual reality Face to Face Meeting Explanation Marking ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 11 of 31
ASSESSMENT BOOKLET -BSBTWK503 Restricting discussion to agenda items Speak in turn Standing orders 3 Answer the following questions regarding arrangements for the meeting S NS Answer: Identify three consideration when arranging the venue Marking 1. 2. 3. Identify two consideration for arranging pre-meeting documentation Marking 1. 2. 4 Identify the four items that are integral in a meeting agenda. Briefly explain the importance of each in managing meetings. S NS Answer: Agenda Items Explanation of Importance in Managing Meetings Marking Purpose ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 12 of 31
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ASSESSMENT BOOKLET -BSBTWK503 Correspondence Business Arising Action Items 5 Explain each item for chairperson’s responsibilities in conducting meetings S NS Answer: Chairperson’s Responsibilitie s Explanation Marking Set the agenda Lead the meeting Maintain order Ensure fairness and equality 6 Using your own words, answer the following questions about group dynamics and its role in managing meetings. S NS Answer: ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 13 of 31
ASSESSMENT BOOKLET -BSBTWK503 Learner must define group dynamics using their own words. Marking Learner must explain the role of group dynamics in helping the team resolving issues during meetings. Marking Learner must explain negative way group dynamics and can affect the management of a meeting. Marking 7 Complete each table below. Identify the benefit of face to face and virtual meetings in relation to the categories listed below. S NS Answer: Face to Face Meeting Marking Reading body language Resolving disputes Retaining attention Virtual Meetings Marking Cost Availability of participants ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 14 of 31
ASSESSMENT BOOKLET -BSBTWK503 Reaching out to remote workers Assessment Task 1: Short answer Questions Did the student: Satisfactory Not satisfactory Not Present 1. Complete all Short answer knowledge questions (1-7) Assessor feedback The learner has correctly answered all seven (7) questions. All evidence submitted has been authenticated as the student’s own work. Well done Assessor Name Assessor Signature: ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 15 of 31
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ASSESSMENT BOOKLET -BSBTWK503 Assessment 2 – Coversheet Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of your work. Student and Submission Details Student Name Student ID Unit Code and Name BSBTWK503 - Manage meetings (Release 1) Date of submission 00/00/0000 STUDENT DECLARATION I declare that a. This assessment is my own work. b. None of this work has been completed by any other person. c. I have not cheated or plagiarized the work or colluded with any other student/s. d. I have correctly referenced all resources and reference texts throughout these assessment tasks. e. I understand that if I am found to be in breach of policy, disciplinary action may be taken against me. Student Signature: Assessor to complete Assessment 2 Assessment Result Date Type Of Submission Assessment 2 (Workplace project) ☐ C (Competent) ☐ NYC (Not Yet Competent) ☐ NA (Not Assessed) 00/00/0000 ☐ First submission ☐ First re-submission ☐ Second re-submission Assessor feedback Assessor Name Assessor Signature: ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 16 of 31
ASSESSMENT BOOKLET -BSBTWK503 Assessment 2 – Workplace Project Assessment Instructions to student: Assessment summary You are required to address all the tasks for this project. This assessment contains four (4) project tasks as below: Task 1: Establish and Verify Meeting Requirements Task 2: Develop and Distribute Meeting Agendas Task 3: Conduct Meetings Task 4: Meeting Follow Up Actions Resources and equipment required to complete this assessment Computer with internet and email access, and a working web browser Installed software: Word, Adobe Acrobat Reader A workplace, or a simulated workplace environment that will allow you access to: o Workplace documents o Policies and procedures relevant to: Conducting meetings o Workplace templates: Meeting minutes When and where should the assessment be completed This assessment task is to be conducted in a simulated work environment or an environment that will replicate the workplace If the student has employment and wishes to complete this assessment in their actual workplace, discussions must be had with the assessor prior to submission This assessment may have components to be completed in your own time as homework, or additional time may be given in class time (where applicable). Your assessor will provide you with the due date for this assessment. What needs to be submitted Each of the following needs to be submitted/presented: Task 1: Establish and Verify Meeting Requirements Task 2: Develop and Distribute Meeting Agendas Task 3: Conduct Meetings Task 4: Meeting Follow Up Actions The assessor may also undertake observations throughout the assessment process as required. See each task instruction ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 17 of 31
ASSESSMENT BOOKLET -BSBTWK503 Instructions You must address each part of this assessment. Please include the following details in the header section of each page of your assessment(s) document: o Student Name and ID o Course Code and title o Unit Code and title o Trainer and assessor name o Page numbers o Task number You are required to submit the entirety of your assessment on the LMS (Moodle). No submissions will be accepted via emails. ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 18 of 31
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ASSESSMENT BOOKLET -BSBTWK503 Task(s) Description: This workplace project assessment requires you to: Establish and Verify Meeting Requirements Develop and Distribute Meeting Agendas Conduct Meetings Meeting Follow Up Actions Bounce Fitness Scenario Bounce Fitness is a simulated business created for the purpose of assessments in the Vocational Education and Training (VET) system. Students are required to apply the tasks to Bounce Fitness (The fictious workplace organisation) Log into the Bounce Fitness portal. The simulated business, Bounce Fitness, can be accessed by going to http://bouncefitness.precisiongroup.com.au . Login to Bounce Fitness using the username and password provided by Albright. Task 1: Establish and Verify Meeting Requirements This task will require you to establish and verify meeting requirements with relevant stakeholders for at least one physical meeting and at least one virtual meeting. Identified information will be used to develop meeting agendas for Task 2 Use the Meeting Preparation Checklist provided at the Bounce Fitness site. To complete this task, you must: Obtain information that you need to identify the scope and objectives of the workplace sustainability policy you will develop. This will require you to access and research information relevant to sustainability, including: o Federal and/or state/territory legislation, regulation, or best practice related to conducting business meetings. o Organisational policies and procedures for managing meetings. o Ethical requirements in line with managing and conducting meetings. Establish and confirm information for each meeting with relevant individuals. These refer to individuals or groups who are directly involved with the meeting to be conducted. Your assessor will delegate learners into groups for these assessment tasks. o Meeting requirements, which must include: Purpose of the meeting (to create a sustainability policy) Structure of the meeting Type of meeting to conducted. This can either be face to face or virtual meeting. Outcome of meeting Participants of meeting ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 19 of 31
ASSESSMENT BOOKLET -BSBTWK503 This refers to essential conditions that must be arranged based on the type and purpose of the meeting to be conducted You are to Develop two (2) Meeting Preparation Checklists for each meeting to be conducted, which will be used in Task 2 and submitted as evidence for this assessment. Use the Meeting Preparation Checklist provided at the Bounce Fitness site. Submit the Meeting Preparation Checklists to your assessor. Include any supplementary documents/sources used to create these, such as: Organisational documents such as policies and procedures for meetings from Bounce (links will satisfactory to submit) https://bouncefitness.precisiongroup.com.au/wp-content/uploads/2021/0 6/policies-and-procedures-for-meetings-v1.1.pdf Printed or online sources relevant meeting preparations (research on sustainability policy etc.) https://bouncefitness.precisiongroup.com.au/wp-content/uploads/2021/0 1/Resource-Efficiency-Policy-and-Procedures-v2.0.pdf You must also submit evidence of communication/consultation with at least two relevant individuals of the organisation on their input about the meetings. This will be to the individuals that have been delegated to work in your group as directed by the assessor. Evidence must be at least one of the following: Email correspondence Meeting minutes Video recording of the meeting conducted with the stakeholders Task 2: Develop and Distribute Meeting Agendas This task will require you to develop and distribute meeting agendas to confirm participation of required individuals in the meetings. Business meetings to be conducted must correspond to meetings identified in Workplace Project Task 1. Use your workplace/organisation’s template to complete this task or use the Meeting Agenda template provided at the Bounce Fitness site. To complete this task, you must: Review the information identified in Workplace Project Task 1 : o Correspondence with individuals o Meeting requirements identified in Meeting Preparation Checklists Develop a meeting agenda for each meeting to be conducted, with each including the following information: o Date, time and venue of meeting o Participants to attend the meeting. o Objectives of the meeting o Purpose of the meeting ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 20 of 31
ASSESSMENT BOOKLET -BSBTWK503 o Agenda items for the meetings Confirm Meeting Papers to be distributed to participants. This can be organisational policies and procedures for meetings, reports, data. Invite at least two meeting participants for each meeting including the agenda and relevant meeting papers. This refers to meeting papers and participants identified in Workplace Project Task 1, Participants can be board members, supervisors, suppliers, clients, staff Use the Meeting Agenda template provided at the Bounce Fitness site. Submit the following: At least two completed Meeting Agendas Meeting Papers for each meeting to be conducted. Include any supplementary documents/sources used to create each document, such as business plans and progress reports. You must also submit evidence that you distributed the Meeting Agenda and required meeting papers to participants inviting and confirming their attendance. Evidence can include: Email correspondence Video recording of distribution Calendar invite /confirmation Task 3: Conduct the Meetings Your assessor will observe you as you chair at least two business meetings. Specifically, you will chair two meetings according to organisational requirements, agreed conventions for types of meeting and legal and ethical requirements. This must correspond to business meetings identified in Workplace Project Task 1 and Workplace Project Task 2. Use your workplace/organisation’s template to complete this task or use the Meeting Minutes template provided at the Bounce Fitness site. To complete this task, you must: Brief the minute-taker on methods for completing meeting minutes as specified in the policies and procedures outlined in Workplace Project Task 1. This must be done before conducting each meeting. To complete this task will be assessed on your practical skills to: Chair the two meetings with the participants you invited from Workplace Project Task 2. During each meeting you must: o Promote participation. o Promotes discussion. o Facilitates problem solving. ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 21 of 31
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ASSESSMENT BOOKLET -BSBTWK503 o Provides resolution. o Use appropriate style, tone, vocabulary for audience, context and purpose. o Asks questions and listens to responses to clarify understanding. Implement organisational, legal and ethical requirements identified from: o Meeting Preparation Checklists in Workplace Project Task 1 o Policies and Procedures for Meetings from Workplace Project Task 1. Discuss the timeframe details for the following: o Providing meeting minutes o Providing outcomes of meetings o Follow-up documentation Submit at least two completed minutes, completed by assigned meeting minute taker – one for each business meeting conducted. You must also submit evidence that you have briefed the meeting minute taker on requirements for completing the meeting minutes. Evidence must be at least one of the following: Email correspondence Video recording of the meeting conducted with the meeting minute taker. When using this as evidence, ensure to inform assigned meeting minute taker of the purpose of the recording before doing so . Task 4: Meeting Follow Up Actions This task will require you to complete meeting follow up actions according to required timeframes and organisational policies and procedures, including: Reviewing meeting minutes for accuracy and correctness Reporting meeting outcomes Distribution and storage of meeting documents You will need to access Meeting Minutes from Workplace Project Task 3 and Policies and Procedures for Meetings from Workplace Project 2 . To complete this task, you must: Proofread each meeting minutes completed from Workplace Project Task 3 to check for accuracy against organisational procedures. This must be reviewed and rectified for the following: o Accuracy of information recorded in the Meeting Minutes to information discussed during meeting conducted in Workplace Project Task 3. o Use of appropriate structure, spelling, grammar and punctuation. ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 22 of 31
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ASSESSMENT BOOKLET -BSBTWK503 Report meeting outcomes and distribute final meeting minute copies to participants of meeting. Store meeting documentation based on organisational requirements. This refers to policies and procedures for filing, saving, registering, retaining documentation in storage folders that is safe, secure and accessible. Use the Meeting Minutes template provided at the Bounce Fitness site. Submit the updated meeting minutes to your assessor. You must also submit evidence of storing and reporting used for minutes and follow up documentation: Evidence must be at least one of the following: Email correspondence Electronic folders on organisation database Meeting Minute Register ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 23 of 31
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ASSESSMENT BOOKLET -BSBTWK503 MEETING PREPARATION CHECKLIST Learner Name Workplace/ Organisation Date Prepared Meeting Requirements Purpose of Meeting Structure of Meeting Type of Meeting Intended Outcome Meeting Participants ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 24 of 31
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ASSESSMENT BOOKLET -BSBTWK503 Legal Requirements Accessed Legislation Ethical Requirements Accessed Document ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 25 of 31
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ASSESSMENT BOOKLET -BSBTWK503 Organisational Requirements Accessed Document Responsibilities of Meeting Chairperson Requirements for Notice of Meetings Requirements for Meeting Agendas ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 26 of 31
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ASSESSMENT BOOKLET -BSBTWK503 Requirements for Meeting Minutes Requirements for Meeting Papers Responsibilities of Meeting Minutes Taker Timeframes for Distributing Meeting Documents Add more rows, as necessary. END OF MEETING PREPARATION CHECKLIST ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 27 of 31
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ASSESSMENT BOOKLET -BSBTWK503 Team Meeting Date Time Location Meeting called by: Enter meeting organizer here Type of meeting: Enter meeting type here Facilitator: Enter meeting facilitator here Note taker: Enter note taker here Timekeeper: Enter meeting timekeeper here Attendees: Enter attendees here Please read: Enter reading list here Please bring: Enter items to bring here Minutes Agenda item: Enter agenda item here Presenter: Enter presenter here Discussion: To get started right away, just tap any placeholder text (such as this) and start typing to replace it with your own. Conclusions: Enter conclusions here. Action items Person responsible Deadline Enter action items here Enter person responsible here Enter deadline here Enter action items here Enter person responsible here Enter deadline here Enter action items here Enter person responsible here Enter deadline here Agenda item: Enter agenda item here Presenter: Enter presenter here Discussion: To get started right away, just tap any placeholder text (such as this) and start typing to replace it with your own. Conclusions: Enter conclusions here. Action items Person responsible Deadline Enter action items here Enter person responsible here Enter deadline here Enter action items here Enter person responsible here Enter deadline here Enter action items here Enter person responsible here Enter deadline here ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 28 of 31
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ASSESSMENT BOOKLET -BSBTWK503 Action items Person responsible Deadline Agenda item: Enter agenda item here Presenter: Enter presenter here Discussion: To get started right away, just tap any placeholder text (such as this) and start typing to replace it with your own. Conclusions: Enter conclusions here. Action items Person responsible Deadline Enter action items here Enter person responsible here Enter deadline here Enter action items here Enter person responsible here Enter deadline here Enter action items here Enter person responsible here Enter deadline here Other Information Observers: Enter observers here. Resources: Enter resources here. Special notes: Enter any special notes here. ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 29 of 31
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ASSESSMENT BOOKLET -BSBTWK503 The following criteria listed are what the trainer and assessor is looking for in this assessment task when participating in the meeting referring to the meeting agenda template discussion for the scope of works and project goal to be implemented. 1.1 Observation Checklist Did the student: Satisfactory Not satisfactory Not Present 1. Prepare for the meeting by presenting information logically and rationally as in the meeting agenda template 2 Demonstrate knowledge of the meeting requirements and was able to verbalise and demonstrate the required documents as a source to assist in maintain the meeting 3 Communicate clearly and concisely ideas and information and briefed the minute taker 4 Actively participate in discussions, and speak using industry terminology - ask questions and waited and confirmed answers given 5 Use active listening skills, positive body language, professional attitude and sound knowledge 6 Seek approval for timeframes for minutes, outcomes and follow up to be provided Assessor feedback Assessor Name Assessor Signature: ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 30 of 31
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ASSESSMENT BOOKLET -BSBTWK503 Assessment Task 2: Workplace Project Did the student: Satisfactory Not satisfactory Not Present 1. Task 1: Establish and Verify Meeting Requirements Develop and submit two (2) Meeting Preparation Checklists (Templated) 2. Task 2: Develop and Distribute Meeting Agendas At least two completed Meeting Agendas Meeting Papers for each meeting to be conducted 3. Task 3: Conduct Meetings (2) two completed minutes, completed by assigned meeting minute taker – one for each business meeting conducted. evidence that you have briefed the meeting minute taker on requirements for completing the meeting minutes (at least one of the following: ) Email correspondence Video recording of the meeting conducted with the meeting minute taker 4. Task 4: Meeting Follow Up Actions Submit the updated meeting minutes to your assessor. evidence of storing and reporting used for minutes and follow up documentation(at least one of the following:) Email correspondence Electronic folders on organisation database Meeting Minute Register Assessor feedback Assessor Name Assessor Signature: ANIT Australia Pty Ltd T/A Albright Institute of Business and Language RTO #: 45041 CRICOS #: 03553J www.albrightinstitute.edu.au Head Office Address: Level 2,4 & 8,341- 345 Queen Street, Melbourne VIC 3000 Tel: 1300 189 154 Campuses at: Sydney, Brisbane, Adelaide TRG-DOC-09 Student Assessment BSBPMG538 | Version: 12. | Last Reviewed: February 2023 | Next review Date: As required | Page 31 of 31
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