SITXHRM003

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TAFE Queensland *

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MISC

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Management

Date

Jan 9, 2024

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41

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Student Name: Mae Angelyn Queddeng Student ID Number: 22100703 Trainer/Assessor Name: Chef Tony Class: CERTIFICATE IV IN COMMERCIAL COOKERY Contextualised and customised by MIA RTO: 40813 SITXHRM003 Lead and manage people Learner Workbook Version 2.0
P a g e | 1 Table of Contents Table of Contents .................................................................................................................................... 1 Instructions to Learner ............................................................................................................................ 2 Assessment instructions ....................................................................................................................... 2 Assessment requirements .................................................................................................................... 4 Observation/Demonstration ................................................................................................................... 5 Assessment Cover Sheet ......................................................................................................................... 6 Performance Criteria ............................................................................................................................... 7 ACTIVITIES AND WRITTEN QUESTIONS .................................................................................................... 8 Activity 1A ............................................................................................................................................. 8 Activity 1B ............................................................................................................................................. 9 Activity 1C ........................................................................................................................................... 10 Activity 2A ........................................................................................................................................... 11 Activity 2B ........................................................................................................................................... 12 Activity 2C ........................................................................................................................................... 13 Activity 2D .......................................................................................................................................... 14 Activity 2E ........................................................................................................................................... 15 Activity 2F ........................................................................................................................................... 16 Activity 2G .......................................................................................................................................... 17 Activity 2H .......................................................................................................................................... 18 Activity 3A ........................................................................................................................................... 19 Activity 3B ........................................................................................................................................... 20 Activity 3C ........................................................................................................................................... 21 Activity 3D .......................................................................................................................................... 22 Activity 3E ........................................................................................................................................... 23 MAJOR ASSESSMENTS ........................................................................................................................... 24 Section A: Skills Activity ...................................................................................................................... 25 Section B: Knowledge Activity (Q & A) ................................................................................................ 27 Section C: Performance Activity ......................................................................................................... 30 Appendix: Workplace Documentation – for learner .............................................................................. 31 Workplace documents checklist ............................................................................................................. 31 SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
P a g e | 2 Instructions to Learner Assessment instructions Overview Prior to commencing the assessments, your trainer/assessor will explain each assessment task and the terms and conditions relating to the submission of your assessment task. Please consult with your trainer/assessor if you are unsure of any questions. It is important that you understand and adhere to the terms and conditions, and address fully each assessment task. If any assessment task is not fully addressed, then your assessment task will be returned to you for resubmission. Your trainer/assessor will remain available to support you throughout the assessment process. Written work Assessment tasks are used to measure your understanding and underpinning skills and knowledge of the overall unit of competency. When undertaking any written assessment tasks, please ensure that you address the following criteria: Address each question including any sub-points Demonstrate that you have researched the topic thoroughly Cover the topic in a logical, structured manner Your assessment tasks are well presented, well referenced and word processed Your assessment tasks include your full legal name on each and every page. Active participation It is a condition of enrolment that you actively participate in your studies. Active participation is completing all the assessment tasks on time. Plagiarism Plagiarism is taking and using someone else's thoughts, writings or inventions and representing them as your own. Plagiarism is a serious act and may result in a learner’s exclusion from a course. When you have any doubts about including the work of other authors in your assessment, please consult your trainer/assessor. The following list outlines some of the activities for which a learner can be accused of plagiarism: Presenting any work by another individual as one's own unintentionally Handing in assessments markedly similar to or copied from another learner Presenting the work of another individual or group as their own work Handing in assessments without the adequate acknowledgement of sources used, including assessments taken totally or in part from the internet. If it is identified that you have plagiarised within your assessment, then a meeting will be organised to discuss this with you, and further action may be taken accordingly. Collusion Collusion is the presentation by a learner of an assignment as their own that is, in fact, the result in whole or in part of unauthorised collaboration with another person or persons. Collusion involves the cooperation of two or more learners in plagiarism or other forms of academic misconduct and, as such, both parties are subject to disciplinary action. Collusion or copying from other learners is not permitted and will result in a “0” grade and NYC. Assessments must be typed using document software such as (or similar to) MS Office. Handwritten assessments will not be accepted (unless, prior written confirmation is provided by the trainer/assessor to confirm). Competency outcome SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 3 There are two outcomes of assessments: S = Satisfactory and NS = Not Satisfactory (requires more training and experience). Once the learner has satisfactorily completed all the tasks for this module the learner will be awarded “Competent” (C) or “Not yet Competent” (NYC) for the relevant unit of competency. If you are deemed “Not Yet Competent” you will be provided with feedback from your assessor and will be given another chance to resubmit your assessment task(s). If you are still deemed as “Not Yet Competent” you will be required to re-enrol in the unit of competency. Additional evidence If we, at our sole discretion, determine that we require additional or alternative information/evidence in order to determine competency, you must provide us with such information/evidence, subject to privacy and confidentiality issues. We retain this right at any time, including after submission of your assessments. Confidentiality We will treat anything, including information about your job, workplace, employer, with strict confidence, in accordance with the law. However, you are responsible for ensuring that you do not provide us with anything regarding any third party including your employer, colleagues and others, that they do not consent to the disclosure of. While we may ask you to provide information or details about aspects of your employer and workplace, you are responsible for obtaining necessary consents and ensuring that privacy rights and confidentiality obligations are not breached by you in supplying us with such information. Assessment appeals process If you feel that you have been unfairly treated during your assessment, and you are not happy with your assessment and/or the outcome as a result of that treatment, you have the right to lodge an appeal. You must first discuss the issue with your trainer/assessor. If you would like to proceed further with the request after discussions with your trainer/assessor, you need to lodge your appeal to the course coordinator, in writing, outlining the reason(s) for the appeal. Recognised prior learning Candidates will be able to have their previous experience or expertise recognised on request. Special needs Candidates with special needs should notify their trainer/assessor to request any required adjustments as soon as possible. This will enable the trainer/assessor to address the identified needs immediately. Authenticity Students are required to sign the Assessment Cover sheet, indicating that the work they have submitted for assessment is their own. Practical tasks and clinic observations by the assessor during placement visits ensure that the assessor sees the student demonstrating the skills and knowledge required of this unit. Supervisor reports (where applicable) require clinic supervisors to sign that they have observed the student undertaking the tasks detailed in the checklist Reasonable adjustment A legislation and regulatory framework underpins and supports the delivery of vocational education and training across Australia. Under this framework, providers of vocational education and training must take steps to ensure that learners with recognised disabilities can access and participate in education and training on the same basis as learners without disabilities. Sometimes reasonable adjustments are made to the learning environment, training delivery, learning resources and / or assessment tasks to accommodate the particular needs of a learner with a disability. An adjustment is reasonable if it can accommodate the learner’s particular needs, while also taking into account such as the views of the SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
P a g e | 4 learner, the potential effect of the adjustment on the learner and others, the cost and benefits of making the adjustment. Adjustment must: Be discussed and agreed to by the learner with a disability Benefit the learner with a disability Maintain the competency standards Be reasonable to expect in a workplace. Adjustments are not required if they could Cause the RTO unjustifiable hardship. Harm other learners. Making reasonable adjustments requires MIA to balance the need for change with the expense or effort involved in making this change. If an adjustment requires a disproportionately high expenditure or disruption it is not likely to be reasonable. Some examples of reasonable adjustments that could be made for the assessments in this workbook include: Verbal responses to written activities (such as question and answers tasks and case studies). Conducting assessor clinic observations via Skype or other video format (for example, in cases of students in remote areas). Rescheduling assessor observation in the event that clinic conditions may not be suitable for example, safety concerns, required resources not being available, lack of appropriate clients on the day, etc. Providing students with large – print copies of the Student Workbook. Record any reasonable adjustments made in the space provided in the relevant task’s checklist and in the assessment record. Assessment requirements Assessment can either be: Direct observation Product-based methods e.g. reports, role plays, work samples Portfolios – annotated and validated Questioning Third party evidence. If submitting third party evidence, the Third Party Observation/Demonstration document must be completed by the agreed third party. Third parties can be: Supervisors Trainers Team members Clients Consumers. The third party observation must be submitted to your trainer/assessor, as directed. The third party observation is to be used by the assessor to assist them in determining competency. The assessment activities in this workbook assess aspects of all the elements, performance criteria, skills and knowledge and performance requirements of the unit of competency. To demonstrate competence in this unit you must undertake all activities in this workbook and have them deemed satisfactory by the assessor. If you do not answer some questions or perform certain tasks, and therefore you are deemed to be Not Yet Competent, your trainer/assessor may ask you SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
P a g e | 5 supplementary questions to determine your competence. Once you have demonstrated the required level of performance, you will be deemed competent in this unit. Should you still be deemed Not Yet Competent, you will have the opportunity to resubmit your assessments or appeal the result. As part of the assessment process, all learners must abide by any relevant assessment policies as provided during induction. If you feel you are not yet ready to be assessed or that this assessment is unfair, please contact your assessor to discuss your options. You have the right to formally appeal any outcome and, if you wish to do so, discuss this with your trainer/assessor. Observation/Demonstration Throughout this unit, you will be expected to show your competency of the elements through observations or demonstrations. Your trainer/assessor will have a list of demonstrations you must complete or tasks to be observed. The observations and demonstrations will be completed as well as the activities found in this workbook. An explanation of observations and demonstrations: Observation is on-the-job The observation will usually require: Performing a work based skill or task Interaction with colleagues and/or customers. Demonstration is off-the-job A demonstration will require: Performing a skill or task that is asked of you Undertaking a simulation exercise. Your trainer/assessor will inform you of which one of the above they would like you to do. The observation/demonstration will cover one of the unit’s elements. The observation/demonstration will take place either in the workplace or the training environment, depending on the task to be undertaken and whether it is an observation or demonstration. Your trainer/assessor will ensure you are provided with the correct equipment and/or materials to complete the task. They will also inform you of how long you have to complete the task. You should be able to demonstrate the skills, knowledge and performance criteria required for competency in this unit, as seen in the Learner Guide. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 6 Assessment Cover Sheet Students: Please fill out this cover sheet clearly and accurately for this student workbook. Make sure you have kept a copy of your work. Student Name: Mae Angelyn Queddeng Unique Student Identifier (USI): MWUDFQ8TNZ Email: Maeangelynqueddeng@gmail.com Units: SITXHRM003 Lead and manage people Trainer/Assessor Name: Chef Tony Due Date: Declaration: I declare that: These tasks are my own work None of this work has been completed by any other person No part of these tasks has been copied from another person’s work, except where document or work is listed/ referenced. I understand that if I am found to be in breach of policy, disciplinary action may be taken against me Student’s Signature: Date of Submission: October 7, 2023 Student feedback/comments: SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
P a g e | 7 Performance Criteria ELEMENTS PERFORMANCE CRITERIA Elements describe the essential outcomes. Performance criteria describe the performance needed to demonstrate achievement of the element. 1. Model high standards of performance and behaviour 1.1 Act as a positive role model through individual performance 1.2 Show support for and commitment to organisational goals in day-to-day work performance 1.3 Interact with team members in a positive and professional manner 2. Develop team commitment and cooperation 2.1 Develop and clearly communicate short, medium and long- term plans and objectives consistent with organisational goals in consultation with the team 2.2 Communicate expectations, roles and responsibilities of team members to encourage them to take responsibility for own work 2.3 Encourage teams and individuals to develop innovative approaches to work 2.4 Identify and reward individual and team efforts and contributions 2.5 Model and encourage open and supportive communication within the team 2.6 Seek and share information from the wider business environment with the team 2.7 Represent team interests in the wider environment 2.8 Seek feedback from team members and implement changes within the bounds of organisational goals and policies 3. Manage team performance 3.1 Delegate tasks and responsibilities, identify barriers to delegation, and implement processes to overcome them 3.2 Evaluate team member skills and provide opportunities for individual development 3.3 Monitor team performance to ensure progress towards achievement of goals 3.4 Provide mentoring and coaching to support team members 3.5 Motivate individuals and teams to achieve optimum performance 3.6 Provide recognition and rewards for team achievements SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
P a g e | 8 ACTIVITIES AND WRITTEN QUESTIONS Complete the following activities individually or in a group (as applicable to the specific activity and the assessment environment). Where applicable, a signed observation by either an approved third party or the assessor will need to be included in these activities as proof of completion. Activity 1A Estimated Time 20 Minutes Objective To provide you with an opportunity to act as a positive role model through individual performance. 1. Provide at least two reasons why it is important for managers and supervisors to act as positive role models within the workplace? It sets a standard for other workers to follow Staff members often look to managers for inspiration It can help to build respect between staff lower down the hierarchy and managers seeing as the managers are modelling the behaviour they are asking of others Customers can often take the behaviour of a manager or senior member of staff as a representation of the entire organisation It can help workers to further appreciate the key aspects of quality customer service, such as empathy, friendliness and fairness 2. What roles and functions do you have as a manager? Provide a minimum of three examples. Decision making – the ability to make important choices within the workplace to ensure operations run efficiently Delegating tasks – being able to allocate jobs and tasks to others effectively Monitoring staff – checking to see whether goals are being met by employees and they are completing tasks as expected Planning and organising – the ability to assess what is needed by the organisation and arranging employees to meet these needs Providing information to employees regarding: o organisation performance o changes in organisational policies o marketing information and targets o overall organisational objectives o plans for new equipment o rationale for management decisions o technology updates o training developments SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 9 Activity 1B Estimated Time 20 Minutes Objective To provide you with an opportunity to show support for and commitment to organisational goals in day-to-day work performance. 1. Describe the difference between a mission statement and a vision statement / corporate aims, and explain their use for your organisation. Mission statement A mission statement is a qualitative statement that defines the overall purpose of the organisation and its primary objectives. Mission statements rarely change, and are used to motivate employees and others within the business. Vision statement / corporate aims A vision statement, also known as the corporate aims, is a set of ideas and targets that define the future of the organisation. They are used to provide a common objective and purpose for employees within a company that helps to guide their actions and build team spirit. Vision statements help to form the objectives of an organisation. 2. What actions can you take within the workplace to show support for and commitment to organisational goals? This may involve informing all employees of any alterations to organisational goals, helping them to meet their individual objectives, and reminding others about the significance of meeting targets. Additionally, it is good practice to provide reminders to employees about organisational goals on a frequent basis. Activity 1C Estimated Time 20 Minutes SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
P a g e | 10 Objective To provide you with an opportunity to interact with team members in a positive and professional manner. 1. Why is it important for managers and supervisors to interact with team members in a positive and professional manner? Having a positive professional relationship between employees and their supervisors usually correlates with individuals finding work more engaging and enjoyable. Conversely, research demonstrates that dissatisfaction with supervisors can often lead to reduced morale and a damaging impact on productivity and revenue. 2. Outline a range of actions that may take place in positive and professional interactions? Greeting the employee upon the start of a conversation Using the name of the employee Being empathic by understanding and appreciating the circumstances of the employee. For example, if asking them to work overtime or alter their shift pattern, you should acknowledge the social and personal needs and responsibilities of employees and be understanding if they are unable to meet your request Acting fairly by treating all employees with the same level of respect Complementing employees on their work when appropriate Providing constructive criticism when needed rather than becoming insulting or angered Being honest with employees If holding a group or individual meeting, taking notes can demonstrate professionalism as it shows you are taking the points being made seriously and you are more likely to respond to any issues being raised Speaking with language that is appropriate to the recipient, for example refraining from using specialist terminology that may not be understood Using eye-contact appropriately. 3. Within a workplace environment, demonstrate a range of the actions provided to interact with your employees in a positive and professional manner. It is crucial for managers to be able to speak with their staff in a way that results in the desired outcome. Within the tourism, travel, hospitality and events industries, managers may require workers to perform a task outside of their usual job role or respond to a particular situation. In order for actions to be undertaken promptly and in the intended way, speaking with the particular employee in a positive manner is essential Activity 2A Estimated Time 15 Minutes SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
P a g e | 11 Objective To provide you with an opportunity to recognise how to develop and clearly communicate short, medium and long-term plans and objectives consistent with organisational goals in consultation with the team. Describe the use of short-term, medium-term and long-term plans and objectives within your business. Short-term The development of short-term plans involves looking at what is required by a business and trying to achieve them within a short space of time. At times there may be actions that can be taken to improve the operation of business activities where the outcomes can be observed very quickly. For example, developing the skills of employees or improving customer service are examples of goals where plans can be implemented to achieve them in the short-term. Short-term plans can also be implemented to alleviate company issues while a longer-term plan is being generated. Medium-term Planning for the medium-term involves applying permanent problems to short- term problems. While short-term plans ensure that resolutions can be made to problems quickly, medium-term planning aims at ensuring the problems will not occur again by tackling source of the problem. Long-term Long-term planning involves developing policies and procedures that will help the organisation meet its mission and vision statements. They are actions that will help to solve problems permanently and create a structure where short and medium-term responses are not required. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 12 Activity 2B Estimated Time 30 Minutes Objective To provide you with an opportunity to communicate expectations, roles and responsibilities of team members to encourage them to take responsibility for own work. 1. In groups, explain a range of key customer needs and expectations that employees need to meet. Friendliness – speaking politely to customers and greeting them upon the start of a conversation Empathy – the ability to understand and appreciate the circumstances of the customer by placing yourself in their shoes Fairness – being able to treat all customers with the same level of respect, regardless of their circumstances Clear instructions and information – the ability to provide the customer with the information that they are seeking Options and alternatives – when the needs of the customer cannot be immediately met, it is important to provide them with alternatives. 2. What responsibilities do employees have at your workplace in relation to personal presentation? Being reasonably groomed Wear uniform if there is one, and wear them to the business’s standard Maintain uniform to standard Practice greeting phrase 3. How are individual job roles communicated to employees in your organisation? Direct conversation Notes Text messages Phone calls Emails SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
P a g e | 13 Activity 2C Estimated Time Minutes Objective To provide you with an opportunity to understand how to encourage teams and individuals to develop innovative approaches to work. 1. Why might it be difficult to gain innovative ideas from employees without them being encouraged? People who are not being encouraged to engage team activity are less likely to being motivated to be innovative. People may be less observant or lack of awareness of current business trend when they are not motivated to engage the team, and therefore innovative odea are less likely to have been raised by distant employee. 2. Why is important to listen to customer feedback in order to develop innovative approaches to work? How can this be encouraged? Customer feedback are the most direct reflection of the market trend. Customer can also provide review for the business from different prospects. Therefor, by collecting customer’s feedback, the team members are more likely to think out of the box or step out of their comfort zone to accommodate customer’s feedback, and innovative ideas are more likely to have generated under this context. Team members needs to know why are they doing this, and how this approach can help them. Individual team members may have different incentive from the team, it’s management’s role to contextualise the purpose of the act to fit individual’s incentive. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 15 Activity 2D Estimated Time 25 Minutes Objective To provide you with an opportunity to recognise how to identify and reward individual and team efforts and contributions. 1. What are the advantages of performance-related pay? Better performed personnel could have been better monetary rewarded. This approach may reduce the cost for the business on personnel who are not so well performed. 2. What are the issues with the use of profit sharing as a reward for team efforts and contributions? There is a likelihood that under performed personnel get to have a share of the profit from personnel who are better performed. And therefore better performed team members may be less motivated in the future. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
P a g e | 16 Activity 2E Estimated Time 20 Minutes Objective To provide you with an opportunity to identify how to model and encourage open and supportive communication within the team. 1. What are the benefits of developing a workplace forum for employees to discuss issues and seek advice? People may not have time during work to think or communicated thoroughly for issues at work. Having discussion on workplace forum can provide a transparent problem resolution platform for the entire workplace, and staff can have the amount of time they pleased to properly respond to the issues. The forum allows every personnel to contribute, and therefore the ideas collected from forum would have been more varied and innovative. 2. Describe a range of actions that could be taken to encourage supportive communication within your workplace. Providing examples to employees of how teamwork will benefit the team Informing them of how to effectively use workplace communication systems Highlighting that supportive communicative may improve performance, thus leading to rewards or bonuses Ensuring that individuals with specialist skills are rostered into shifts to support others, and highlighting to the team who these people are. Specialist skills may include: o technology expert o physical ability o experience of working with children o customer service skills. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
P a g e | 17 Activity 2F Estimated Time 20 Minutes Objective To provide you with an opportunity to seek and share information from the wider business environment with the team. 1. Outline the business information that would need to be shared with new recruits during an induction session. Conditions of employment Contact details for various personnel in the business Current organisational focus or initiatives Employee benefits, responsibilities and rights Enterprise culture, goals, objectives, responsibilities and vision Key organisational policies and procedures Industrial arrangements for the organisation Organisational charts Payroll information Policies and procedures specific to the job role Work health and safety information. 2. Why might it be necessary to share information with colleagues regarding the recruitment plans of the organisation? For example, if there are plans to recruit new individuals, employees already working for the company might be able to recommend people they feel would be applicable for the role to apply. Additionally, if there are plans to internally recruit people from within the organisational to fill positions higher up the hierarchy, managers and supervisors can inform employees about the role and make recommendations about applying for it. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 18 Activity 2G Estimated Time 15 Minutes Objective To provide you with an opportunity to recognise how to represent team interests in the wider environment. 1. What social considerations of employees might you represent to the personnel responsible for developing a roster? Parental responsibilities Caring duties Leisure activities 2. In what circumstances might you represent the interests of a team in relation to responding to service outcomes and disputes? Payments in relation to leave Overtime payments Campaigning for bonuses for the team. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
P a g e | 19 Activity 2H Estimated Time 25 Minutes Objective To provide you with an opportunity to recognise how to seek feedback from team members and implement changes within the bounds of organisational goals and policies. 1. How might you seek feedback from team members on a range of organisational proceedings? What are the benefits of these methods? Gaining feedback will most likely take place through team meetings, as this provides everyone within the group an opportunity to share their opinion. Meetings provide the added benefit of people being able to build on each other’s points. Alternatively, you may also want to encourage employees to speak to you on their own if they would not feel comfortable speaking in front of the group. This is particularly true if for example people need to report negative aspects of team dynamics. Gaining feedback from speaking to individuals on their 2. What actions could be taken to improve group dynamics? Remind individuals of the importance of togetherness, and highlight methods of cooperation Providing further training Altering personnel in teams to avoid further conflict, such as by changing shift patterns if possible Varying the roles of people within the team. 3. Provide four examples of workplace policies and procedures that you may want to gain feedback about from employees. Accepting, declining and amending roster hours Personal and career’s leave Personal work requirements Counselling and discipline SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 21 Activity 3A Estimated Time 20 Minutes Objective To provide you with an opportunity to delegate tasks and responsibilities, identify barriers to delegation, and implement processes to overcome them. 1. In pairs, discuss the importance of informing employees of nature and scope of work in advance of their shift. Knowing this information enables employees to prepare appropriately for their shifts. Example: Working in a restaurant as a cashier and suddenly the manager needs an extra Supplier. 2. Identify a range of barrier that may arise when delegating tasks and responsibilities, and highlight barriers to overcome them. Examples of barriers: You may not feel that employees have the necessary skills to perform the task There may be reluctance from employees to perform a task because they do not feel they are capable of completing it Employees may already have too many other tasks to complete You may be unsure about who is the correct individual or group of employees to perform a role. Processes to solve barriers: You have to be prepared to let employees to make mistakes initially before being able to perform a task competently Provide training or mentoring so that employees can perform a variety of roles Encourage employees and provide constructive feedback about how they can perform a role If the employee has too many tasks to complete already, you could help them to prioritise the most important tasks or allocate some of their tasks to other people In order to fully understand the skills of your employees, you might decide to form a spreadsheet or database that includes the skills, experience, and training completed by each individual. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 22 Activity 3B Estimated Time 15 Minutes Objective To provide you with an opportunity to recognise how to evaluate team member skills and provide opportunities for individual development; and provide mentoring and coaching to support team members. 1. Describe three methods of evaluating the skills of team members. Observing them within the workplace - observing your employees and facilities to have positive effects on your business Asking them about their strengths, weaknesses and skillset Reviewing qualifications - is to show clearly and publicly the knowledge, skills and attributes that an individual has gained 2. Provide a range of examples of training and coaching that is utilised in your organisation. On-the-job training from a supervisor Entering them into a mentoring program Arranging for an external trainer to hold sessions with them Giving them training materials to study Setting an assessment for them to complete by a deadline Sending them on courses to obtain extra qualifications Providing them with training videos. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 23 Activity 3C Estimated Time 20 Minutes Objective To provide you with an opportunity to understand how to monitor team performance to ensure progress towards achievement of goals. 1. Describe two aspects of team performance that need to be monitored when reviewing progress towards meeting goals. Use of supportive systems – have teams been making use of supportive systems such as forums to address issues? o you could read through posts and responses within the electronic system to assess if it has been utilised effectively Group dynamic - is the team working in a positive and supportive manner? o this could be monitored through a number of methods, such as through discussions in team meetings or observation 2. Explain how reviewing complaints can act as useful method of monitoring customer service levels. Any forms of communication to customers that involve writing could be reviewed. This might include letters, e-mails, social media communication or live chat records. You should let your employees know that such information may be monitored, and either weekly or monthly, the data should be assessed to establish if customer service is to the required standard. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 24 Activity 3D Estimated Time 10 Minutes Objective To provide you with an opportunity to identify how to motivate individuals and teams to achieve optimum performance. How can Maslow’s hierarchy of needs theory be applied to the motivation of employees? Applying Maslow’s theory to the workplace Applying this concept to motivation within the workplace generally starts at the security needs stage. Employees are motivated to keep control in their lives by maintaining their job, which can provide structure and psychological benefits to the individual. Fear of losing their job through poor performance may inspire employees to maximise their efforts. Belonging to a workplace team can act as a social need for employees; the sense of belonging to a common purpose or goal can act as a motivator. Therefore, reminding individuals of their responsibilities within the team can often focus their attentions as people don’t want to let their colleagues down. According to the esteem needs stage, individuals have a desire to perform well and gain the respect of others. A manager or supervisor can use this to the advantage of the organisation by reminding people of what they need to do in order to be successful. The theory could also be applied to the use of rewards and recognition within the workplace. Being rewarded for quality performance can act as a further motivator to continue to impress. Employees will feel that they have grown personally if they receive a financial reward or a promotion within the business. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 25 SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 26 Activity 3E Estimated Time 15 Minutes Objective To provide you with an opportunity to understand how to provide recognition and rewards for team achievements. 1. Provide three examples of team achievements that may lead to recognition and rewards. Innovative ideas being developed by the team Positive customer feedback The delivery of a particularly successful event 2. What methods could you use to recognise and reward team achievements? Acknowledgment of individual good performance to the whole team Informal acknowledgment Presentation of awards Financial incentives Written reports to management. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 27 MAJOR ASSESSMENTS The major assessments are the major activities designed to assess your skills, knowledge and performance, as required to show competency in this unit. These activities should be completed after finishing the Learner Guide. You should complete these as stated below and as instructed by your trainer/assessor. Skills, knowledge and performance may be termed as: Skills – skill requirements, required skills, essential skills, foundation skills Knowledge – knowledge requirements, required knowledge, essential knowledge, knowledge evidence Performance – evidence requirements, critical aspects of assessment, performance evidence. Section A: Skills Activity The Skills Activity is designed to be a series of demonstrative tasks that should be assessed by observation (by the assessor or third party, depending on the circumstances). It will demonstrate all of the skills required for this unit of competency – your assessor will provide further instructions to you, if necessary. Section B: Knowledge Activity (Q & A) The Knowledge Activity is designed to be a verbal questionnaire where the assessor asks you a series of questions to confirm your competency for all of the required knowledge in the unit of competency. Section C: Performance Activity The Performance Activity is designed to be a practical activity performed either in the workplace or a simulated environment. You should demonstrate the required practical tasks for the unit of competency and be observed by the assessor and/or third party, as applicable to the situation. If the third party is required to observe you, you will need to make the required arrangements with them. If necessary for the activities, you should attach completed written answers, portfolios or any evidence of competency to this workbook. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 28 Section A: Skills Activity Objective: To provide you with an opportunity to show you have the required skills for this unit. This activity will enable you to demonstrate the following skills: Writing skills to: Prepare and document clear and articulate team plans Oral communication skills to: Overcome communication barriers in providing effective support and motivation to a team Planning and organising skills to: Ensure activities and initiatives important to team development are integrated into own work planning Answer the activity in as much detail as possible, considering your organisational requirements. 1. Prepare and document a clear and articulate team plan to dictate the roles and responsibilities they will undertake over a two-week period. With students understandings of the unit, discuss what ought to be taken care when preparing team plan. 2. Within a workplace environment, demonstrate effective support and motivation to a team. What communication barriers do you have to overcome and how is this achieved? Discuss what support are commonly available? What methods can be used to motivate the team? What communication barriers area likely to occur and hoe to overcome SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 29 Effective support and motivation to a team Share the Organizational Vision With Each Member Communicate With Your Staff Make People Feel Appreciated Support New Ideas Give Challenging Tasks Encourage Creativity Give Each One Opportunities to Grow Empower Each Individual Communication barriers and how is this achieve Communication barriers How is this achieve Not listening actively Listen to the other person more than you speak Observe the speaker’s body language and behavior Try to really concentrate on what is being said Don’t interrupt or reflect back what you’ve heard Not paying attention First, you give the impression that you are not interested in what is being said that this may stop the other person opening up. Second, you may miss important information and then create confusion and frustration. Not being clear and concise If, you are not clear on what the purpose of the communication is, try to get to the “why”. Using jargon(slang) always try to speak in layman’s terms, even if your audience has some knowledge of what you are talking about. Avoiding the concerns of others try to keep an open mind, especially when communicating in a stressful environment. 3. Create a workplace schedule that demonstrates the integration of activities and initiatives to support team development into your plans. Discuss a plan for teams dynamic/ performance development SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 30 SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 31 (This page intentionally left blank) SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 32 Section B: Knowledge Activity (Q & A) Objective: To provide you with an opportunity to show you have the required knowledge for this unit. The answers to the following questions will enable you to demonstrate your knowledge of: Roles of and functions performed by supervisors and managers Expectations, roles and responsibilities of team members Considerations in the individual development of staff Features of different leadership styles Features of open and supportive communication Characteristics of effective leadership Principles of teamwork and: o characteristics of effective teams o roles and attributes of team members o organisation of teams o potential team problems o benefits of effective teamwork Role and theories of motivation as they apply to the management of individuals and teams The role of group dynamics in successful team management Forms of recognition and reward applicable to leading staff Types of organisational plans and planning processes Answer each question in as much detail as possible, considering your organisational requirements for each one. 1. Describe a minimum of three roles and functions performed by supervisors and managers. Decision making – the ability to make important choices within the workplace to ensure operations run efficiently Delegating tasks – being able to allocate jobs and tasks to others effectively Monitoring staff – checking to see whether goals are being met by employees and they are completing tasks as expected 2. Highlight two expectations, roles and responsibilities of team members in the workplace. Relationships with others in the workplace and interdependent areas of activity – the expectancy to work with other people performing certain roles Reporting requirements – this may include reporting when issues arise such as customer complaints, or in relation to health and safety concerns. 3. What aspects do you need to consider about employees in regard to each of the following: Change in job responsibilities- availability, capability and incentive of the individual External training and professional development- incentive of the individual Formal promotion- perception,capability and availability of the team Internal training and professional development -incentive and availability of the individual Opportunity for greater autonomy or responsibility- availability, capability of the individual 4. Explain the use of at least two different styles of leadership. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 33 Leadership and management It is important to distinguish the difference between leadership and management, as these terms are often used interchangeably. While leadership refers to deciding on the direction a business will take and inspiring staff to achieve objectives, management is in relation to getting things done and the approach taken when organising other people to perform tasks. The extent to which a manager or supervisor will demonstrate commitment towards organisational goals will depend on their overall demeanour and management approach. Authoritarian management Communication tends to take place in a top-down manner, with formal systems and strict controls. This approach usually makes use of rewards for positive performance, and penalties for poor performance. While the approach can help to keep workers in line and focussed on their objectives, the lack of involvement from front line employees can cause a sense of frustration as they do not feel their views are considered to be important. 5. What are the key features of open and supportive communication and why should it be encouraged? Providing examples to employees of how teamwork will benefit the team Informing them of how to effectively use workplace communication systems Highlighting that supportive communicative may improve performance, thus leading to rewards or bonuses Ensuring that individuals with specialist skills are rostered into shifts to support others, and highlighting to the team who these people are. Specialist skills may include: o technologyexpert o physicalability o experience of working with children o customerserviceskills. 6. Describe the meaning of being a leader in comparison to a manager and highlight the characteristics of an effective leader. It is important to distinguish the difference between leadership and management, as these terms are often used interchangeably. While leadership refers to deciding on the direction a business will take and inspiring staff to achieve objectives, management is in relation to getting things done and the approach taken when organising other people to perform tasks. The extent to which a manager or supervisor will demonstrate commitment towards organisational goals will depend on their overall demeanour and management approach. 7. Explain the importance of teamwork within your organisation including examples of tasks that require teamwork, the roles of people within these teams, how teams are organised, and any issues that arise in teams. It is important a good team dynamic is to establish in a organisation, this will stipulate productivity and make individual happier to work within. During service time in hospitality, it will require the teamwork of the kitchen staff to produce food and front house staff to cooperate with kitchen to provide good perception for customer. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 34 In hospitality, roles of each member can be cleaning, cooking, preparing and serving. The team can be delegated with different clusters of task in accordance with their specialty and people to work together to fulfil each other’s shortfall. People are from different background and may have different commitment in life, therefore people may have some conflict in terms of people’s availability and values. Importance of teamwork within your organisation Teamwork offers differing perspectives and feedback Teamwork provides improved efficiency and productivity Teamwork provides great learning opportunities Teamwork promotes workplace synergy Teamwork motivates unity in the workplace Issues that arise in teams: Lack of structure Poor communication Toxic team members 8. Briefly describe the humanistic theory of motivation. How can Maslow’s hierarchy of needs theory be applied to the motivation of employees? Humanistic theories of motivation are grounded on the principle that people have strong cognitive reasons to perform various actions. This is notably demonstrated in Abraham Maslow's hierarchy of needs which presents different motivations at different levels. Applying Maslow’s theory to the workplace Applying this concept to motivation within the workplace generally starts at the security needs stage. Employees are motivated to keep control in their lives by maintaining their job, which can provide structure and psychological benefits to the individual. Fear of losing their job through poor performance may inspire employees to maximise their efforts. Belonging to a workplace team can act as a social need for employees; the sense of belonging to a common purpose or goal can act as a motivator. Therefore, reminding individuals of their responsibilities within the team can often focus their attentions as people don’t want to let their colleagues down. According to the esteem needs stage, individuals have a desire to perform well and gain the respect of others. A manager or supervisor can use this to the advantage of the organisation by reminding people of what they need to do in order to be successful. The theory could also be applied to the use of rewards and recognition within the workplace. Being rewarded for quality performance can act as a further motivator to continue to impress. Employees will feel that they have grown personally if they receive a financial reward or a promotion within the business. 9. What are the characteristics of a group with a positive dynamic and why is this important for successful team management? Compare this to a group with a negative dynamic. A group with a positive dynamic is characterised as having members who trust each other, make collective decisions, and hold each other accountable for performing their role. In comparison, a group with a negative dynamic often has members whose behaviour is disruptive and there is SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 35 conflict when making decisions. Try not to disrupt a group once a positive dynamic has been formed. You will need to make alterations to teams though if they are failing to work effectively together. Positive Dynamic Characteristics of a group with a positive dynamic a. Shared Purpose b. Trust openness c. Willingness to correct mistake d. Diversity and Inclusion e. Interdependence and a sense of belong f. Consensus Decision making g. Participative Leadership One equally significant point towards understanding the importance of team management is increased employee satisfaction. When individuals come together to form a strong team, they also learn to rely on each other and thus, bond. This bonding creates a positive ambiance in the workplace, which is essential for their productivity as well as their psychological well-being. Negative Dynamic Negative dynamics create dysfunctional groups that have a difficult time accomplishing anything. Signs of Negative dynamic a. lack of trust b. constant bickering c. inappropriate remarks and derogatory statements aimed at other team members, d. and poor overall team performance. 10. What methods could you use to recognise and reward leading staff members? Acknowledgment of individual good performance to the whole team Informal acknowledgment Presentation of awards Financial incentives Written reports to management. Flexible hours Offer time off Take employees for a meal or arrange a party Provide gifts 11. Describe the use of short-term, medium-term and long-term plans and objectives within your business. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 36 Short-term The development of short-term plans involves looking at what is required by a business and trying to achieve them within a short space of time. At times there may be actions that can be taken to improve the operation of business activities where the outcomes can be observed very quickly. For example, developing the skills of employees or improving customer service are examples of goals where plans can be implemented to achieve them in the short-term. Short-term plans can also be implemented to alleviate company issues while a longer-term plan is being generated. Medium-term Planning for the medium-term involves applying permanent problems to short-term problems. While short-term plans ensure that resolutions can be made to problems quickly, medium- term planning aims at ensuring the problems will not occur again by tackling source of the problem. Long-term Long-term planning involves developing policies and procedures that will help the organisation meet its mission and vision statements. They are actions that will help to solve problems permanently and create a structure where short and medium-term responses are not required. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 37 (This page intentionally left blank) SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 38 Section C: Performance Activity Objective: To provide you with an opportunity to demonstrate the required performance elements for this unit. This activity will enable you to demonstrate the following performance evidence: Monitor individual or team performance demonstrating at least four of the following leadership and management roles: o decision making o delegation of tasks o information provision o provision of feedback o motivation through recognition and rewards o planning and organising Seek and respond to feedback from team members during the above service periods, in line with organisational goals and policies in the following areas: o allocation or performance of work o effectiveness of communication within team, between other teams or within organisation o efficiency or deficiency in workplace practices Answer the activity in as much detail as possible, considering your organisational requirements. 1. Within the workplace, monitor individual or team performance demonstrating at least four of the following leadership and management roles: Decision making Delegation of tasks Information provision Provision of feedback Motivation through recognition and rewards Planning and organising Decision making - the ability to make important choices within the workplace to ensure operations run efficiently Delegation of tasks being able to allocate jobs and tasks to others effectively Information provision Providing information to employees regarding: Organization performance changes in organisational policies marketing in formation and targets overall organisational objectives plans for new equipment rationale for management decisions technology updates training developments. Planning and organizing- the ability to assess what is needed by the organisation and arranging employees to meet these needs Provision of feedback Motivation through recognition and rewards 2. During the monitoring of team performance, seek feedback from employees and provide responses in line with organisational policies and procedures in relation to the following: SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 39 Allocation or performance of work Effectiveness of communication within team, between other teams or within organisation Efficiency or deficiency in workplace practices. Adhering to policies and procedures, such as: accepting, declining and amending roster hours personal and career’s leave personal work requirements counselling and discipline grievances equal employment opportunity uniform and personal presentation standards discrimination and harassment dress or uniform standards code of conduct. SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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P a g e | 40 Appendix: Workplace Documentation – for learner Workplace documents checklist To demonstrate and support workplace knowledge, workplace documents can be submitted to the assessor or third party. Indicate in the table below the documents that have been provided. Please refer to your trainer/assessor if clarification is required or if you have any further questions on what you are able to provide or use. To demonstrate and support workplace knowledge, workplace documents can be submitted to the assessor or third party. Indicate in the table below the documents that have been provided. Please refer to your trainer/assessor if clarification is required or if you have any further questions on what you are able to provide or use. Document name/description Document attached Yes No (Please circle) Yes No (Please circle) Yes No (Please circle) Yes No (Please circle) Yes No (Please circle) Yes No (Please circle) Yes No (Please circle) Yes No (Please circle) For RTO use only Have originals or digital copies been supplied for the workplace documents? Yes No (Please circle) If not originals, have the originals been validated or checked? Yes No (Please circle) Learner’s signature Assessor’s signature SITXHRM003 Lead and manage people (Learner Workbook) Version 2.0
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