BSBLDR522 Project Portfolio: Managing Performance Effectively

T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 BSBLDR522 PROJECT PORTFOLIO 1 PROJECT PORTFOLIO BSBLDR522 MANAGE PEOPLE PERFORMANCE STUDENT VERSION

T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 First published 2021 RTO Works www.rtoworks.com.au hello@rtoworks.com.au 0452 157 557 © 2021 RTO Works This resource is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review as permitted under the Copyright Act 1968, no part may be reproduced by any process without written permission as expressed in the RTO Works License Agreement. The information contained in this resource is, to the best of the project team’s and publisher’s knowledge true and correct. Every effort has been made to ensure its accuracy, but the project team and publisher do not accept responsibility for any loss, injury or damage arising from such information. While every effort has been made to achieve strict accuracy in this resource, the publisher would welcome notification of any errors and any suggestions for improvement. Readers are invited to write to us at hello@rtoworks.com.au . Business Works is a series of training and assessment resources developed for qualifications within the Business Services Training Package.

T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 3 Contents Section 1: Understand performance management requirements 5 Section 2: Allocate work 9 Section 3: Manage performance 17

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T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 4 Student name: Yee Yang Quah Assessor: Date: Organisation this assessment is based on: Team within the organisation:

T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 5 Section 1: Understand performance management requirements 1 Describe the organisation you are basing this project on. 1.1 What is the name of the organisation? The name of the organisation is called Boutique Build Australia 1.2 What does the organisation do? The orgnisation is well-known for creating distinctively designed homes for Australians. The primary services include creating luxurious, custom residences. 1.3 What are the objectives of the organisation? The company's goal is to be the finest in the business at creating boutique houses for its clients while maintaining and controlling quality. 1.4 Describe your role and responsibilities My role is a Human Resource Manager at my company, Boutique Build Australia. The Learning and Development Coordinator and the Human Resources Support Officer are two members of my team. It is my responsibility to assume accountability for the outcomes and results related to HR. Additionally, it is my responsibility to counsel senior managers at a high level on how to provide superior HR strategies. 1.5 Explain how your role supports people performance management and daily operations. The function of performance management and day-to-day operations is tied to the internal audit's observation of managers' use of particular templates. 2 Describe the team and individuals you are basing this assessment on. You are required to manage the performance of one team and two individuals. The team members must be able to perform work tasks related to the operational plan. 2.1 What are the key functions and activities of the team you will manage the people performance of? The following are some goals in relation to improving people's performance: 1. To carry out an evaluation of employees' performance 2. To find and hire at least three new personnel for the company 3. To be able to provide work-life balance training to staff members 4. Customising training for staff members 5. Launching marketing campaigns in the Brisbane and Sunshine Coast markets Create a showcase centre in Caloundra and Brisbane, Queensland 2.2 What roles/positions do two of your team members fill? 1. Aaron: Learning Development Coordinator 2. Johnson: Human Resources Assistant

T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 6 2.3 What are the responsibilities of each of the team members (name at least three responsibilities per team member)? Responsibilities of Aaron: 1. Overseeing the WHS incident reporting system to reduce risks 2. In charge of orienting new hires and introducing legislative compliance to ensure that workers have the appropriate tools and knowledge Responsibilities of Johnson: 1. Participate in the planning and creation of resource materials to be used in the instruction and training of personnel through staff training programmes. 2. Ensure that all training activities are documented and kept up to date. Report to the Human Resources Manager and work with them. 3. Participate in the implementation and assessment of staff training and educational initiatives 3 Identify and summarise the legal requirements to perform your role, allocate work and manage/review people performance. 3.1 Summarise the laws and regulations that apply to work allocation in your team. • The Racial Discrimination Act 1975 • Workplace health and safety legislation and regulations (Work Health and Safety Act 2011) • Copyright Act 1968 • Sex Discrimination Act 1984 • Fair Work Act 2009 • Privacy Act 1988 • Disability Discrimination Act 1992 3.2 Summarise the laws and regulations that apply to performance management and review in your team. Anti-discrimination law and Privacy law 3.3 Summarise any other legislation relevant to you performing your role. Code of product 4 Identify and summarise organisational requirements for your role, work allocation and people management. As a minimum, your organisation must have an operational plan, a risk management plan and policies and procedures relevant to performance management and communication. 4.1 Complete the table to summarise organisational requirements for people performance management.

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T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 7 4.2 Attach proof of the operational plan, risk management plan and relevant policies, procedures, templates etc to this section of your portfolio. Document/ Policy/ Procedure name Requirements Relevant templates or documentation Work allocation (including actions from the operational plan your team is responsible for) Plans for operations and strategies/ Employee Code of Conduct The values outlined in this code should serve as a guide for staff members' behaviour. A senior staff member should be consulted if there is any uncertainty regarding the applicability of the code or the proper course of action to follow in specific situations. Template for a teamwork plan Performance management: • Performance review • Feedback (formal and informal) • Performance improvement opportunities • Underperformance • Rewards and recognition Policies and procedures for performance 1. Inform management of requirements, such as deadlines and specifications for policies and templates. 2. Follow all instructions provided in the policy and procedure. 1. Template for performance development 2. Template for performance reviews Communication Policies and procedures for communication Communicate freely and adhere to project communication guidelines Code of conduct Risk Plans for operations and strategies/ Policies and procedures for risk management 1. Attract, involve, and nurture top talent 2. Construct superior dwellings to fulfil the demands and goals of the clients. 3. Continue developing closer ties with clients Template of risk assessment

T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 8 5 Review your organisation’s performance management and processes according to the legislation, organisational objectives and policies. 5.1 Are the existing performance management processes legal and do they comply to regulations? YES 5.2 Do your existing performance management processes align with the organisation’s objectives? YES 5.3 Do your existing performance management processes adhere to the organisation’s policies? YES Attach: Operational plan ☐ Policies, procedures and templates etc. ☐

T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 9 Section 2: Allocate work If you are using the case study, assume that it is January 2021. 1 Consult with a colleague or superior (e.g. the CEO or executive team) to discuss work that must be allocated to staff and to develop and agree on key performance indicators. The person you consult with should typically be a colleague operating at a similar level to you (e.g. Operational Manager) or your superior (e.g. CEO). 1.1 Who did you consult with? Consultation with the company's managing director took place. 1.2 How did you consult? Initially, I conducted consultations via email. However, I gradually set up a meeting so that we could speak face-to-face. 1.3 Which performance standards/key performance indicators did you develop and agree on? The following were the established performance criteria and key performance indicators: 1. Employee performance would be evaluated in light of the new plan's implementation. 2. Contact staff through feedback to find out about any real progress they have made. 1.4 If not already viewed in person by your assessor, attach proof of the consultation (e.g., video of face-to-face discussion with each team member, video of joint team meeting, draft email outlining requirements, recording of telephone discussion etc.) to this section of your portfolio. 2023 January March June December Priorities Hire and train a minimum of three permanent site employees Create and execute work-life balance initiatives Customise training for staff members Evaluations of staff performance Key performance indicator On-site personnel A rise in survey- measured employee satisfaction Every employee has chosen their preferred method of learning. Every employee performance assessment that is completed Responsibility HR HR HR HR, Managers

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T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 10 MEETING INVITATION FEEDBACK REQUIRED AFTER MEETING

T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 11 2 Develop work plans to allocate work to your team and two team members. Use the outcomes from your consultation with your colleague/superior to develop separate work plan for your team as a whole, and two of your team members. As you allocate work, make sure you achieve outcomes efficiently. You must assign work for at least one task for each individual team member. 2.1 You may use the templates below, or any other template that meets your organisation’s requirements. 2.2 If you use your own work plan template, attach the completed work plan to this section of your portfolio. TEAM WORK PLAN: [Team name] Task/Priority Performance indicator Actions required Person responsible Start End Done? To find three candidates for hiring and employment training Within a month Advertise position Human Resource Assistant 1 ST July 3 rd July Done Process of recruitment Human Resource Assistant 4 th July 6 th July Done Select the qualified candidate Operational Manager & HR manager 7 th July 9 th July Done Provide induction Learning and development coordinator 10 th July 11 th July Done Create and implement a programme for work-life balance. Within a month Optimal practices for research HR manager 12 th July 14 th July Done Generates programmes that fit your organisation. HR department 14 th July 16 th July Done Develop and approve training programme Learning and development coordinator & HR manager 17 th July 19 th July Done Promote programme Human Resource Assistant 20 th July 21 st July Done

T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 12 Task/Priority Performance indicator Actions required Person responsible Start End Done? Review of staff performance Within a month Ask employees about their preferred methods of learning Learning and development coordinator 22 nd July 24 th July Done Update the staff Human Resource Assistant 25 th July 26 th July Done INDIVIDUAL WORK PLAN : Aaron Start End Actions required Done? 23 rd July 27 th July In charge of orienting new hires and introducing legislative compliance In progress 25 th July 28 th July To provide the staff the equipment they need In progress INDIVIDUAL WORK PLAN : Johnson Start End Actions required Done? 23 rd July 27 th July Create a marketing initiative In progress 25 th July 28 th July Put a marketing strategy into action In progress 31 st July 2 nd August Interact with employees to provide training and to ensure everyone is aware In progress

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T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 13 3 Use the table to plan meeting(s) with your team. You may need to meet separately with individual team members depending on the nature and location of your team and the work that is required (e.g. you may be required to keep KPIs confidential and as such they cannot be discussed in a group). What must be discussed How will it be discussed (group or individual)? Required resources (e.g. printout of performance development plan, PowerPoint presentation etc.) Discuss the work that must be done by your team as a whole Can approach learning both on and off the job in a self- directed and continuous manner while meeting with board members. Teamwork plan Discuss work that must be done by individual team members 1. Product and service knowledge and proficiency. 2. Able to quickly complete sales transactions in a new setting. Individual plan Explain the expected performance standards and KPIs. 1. Effective money management. 2. Reach a 15% deviation in sales performance from the goal. 3. Achieving a high monthly sales revenue. Teamwork plan Provide training on the performance management and review processes Agreed Individual plan

T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 14 4 If not already viewed in person by your assessor, attach proof of your meeting(s) to this section of your portfolio. Depending on your team and the specific work requirements, you may have more than one attachment (e.g., if you meet separately with team members, at least two attachments are required).

T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 15 5 Conduct a risk analysis of the work outlined in one of your work plans (identify at least two risks). 5.1 You may use the template below, or any other template that meets your organisation’s requirements. 5.2 If you use your own work plan template, attach the completed work plan to this section of your portfolio. As you conduct the analysis, follow your organisation’s risk management plan and consider any legal requirements (e.g. Workplace health and safety). Risk Consequences Severity Rating Likelihood rating Risk rating (likelihood x severity) Treatment/ control methods Person responsible Afraid of failure It may affect the results. 2 3 2 Appropriate training and guidance Managers Lack of assistance to change It may affect the results. 1 3 3 Appropriate training and guidance Managers

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T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 16 Attach: Proof of consultation with colleague/superior (if relevant) ☐ Work plan (if relevant) ☐ Proof of team/individual meeting(s) (if relevant) ☐ Risk analysis (if relevant) ☐

T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 17 Section 3: Manage performance Assume the work plans have been implemented. You must now manage and monitor performance, providing informal feedback and coaching where required. If you are using the case study, assume that it is July 2021. 1 Manage individual and team performance according to the timelines outlined in your work plan. You may manage performance in any applicable way as long as it adheres to your organisation’s policies and procedures. This may for example include: • updating a project schedule • emailing staff members to request an update on their progress. 1.1 Complete the table to explain how you will conduct performance management according to the timelines for: 1.1.1. at least one task for each of your two identified team members 1.1.2. at least one task assigned to the team as a whole. 1.2 Attach proof of how you conducted performance management to this section of your Project Portfolio. You must attach proof for three separate performance management activities (one for each team member and one for the team as a whole). How you will conduct performance management How does your performance management consider the work plan timelines? How does your performance management consider your organisation’s policies and procedure? Team member 1: Aaron Look over the most recent workplan for each person or team, check in via emails, or visit the location. The workplace timeline is taken into consideration by my performance management so that KPIs are taken into account and implemented. By using appropriate execution to meet the company's objectives Team member 2: Johnson I'll set up the team members' lectures and training. My performance management takes into account the work schedule so that KPI is taken into account and applied. By using appropriate execution to meet the company's objectives Whole team: Arrange a workshop for whole team My performance management takes into account the work schedule so that KPI is taken into account and applied. By using appropriate execution to meet the company's objectives

T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 18 2 Monitor the individual and team performance and provide informal feedback/coaching. You must monitor the performance of two team members and your team. You may monitor performance in any way as long as it aligns to the performance standards and key performance indicators (identified in Section 1). This may for example include: • observing an employee do their job. • reviewing a draft version of a document. • analysing information related to a KPI (e.g. sales data or customer reviews). • seeking further feedback from related stakeholders. • project schedule updates or review. You must also provide informal feedback/coaching to each team member (at least two) and your team as a whole. Make sure you include both coaching and informal feedback at least once. For example, if you provide informal feedback to the team as a whole and one team member, then you should provide coaching to the other individual team member. Examples of informal feedback may include: • review comments while reviewing a draft version of a document • informal discussion while eating lunch. 2.1 Complete the table to explain how you will monitor performance and provide informal feedback/coaching for: 2.1.1. at least one task for each of your two identified team members 2.1.2. at least one task assigned to the team as a whole. 2.2 If not already viewed in person by your assessor, attach proof of how you monitored performance to this section of your Project Portfolio (e.g. video of you observing staff members, photo of you reviewing a project schedule etc.). You must attach proof for three separate monitoring activities (one for each team member and one for the team as a whole). 2.3 If not already viewed in person by your assessor, attach proof of how you provided informal feedback/coaching to this section of your Project Portfolio. You must attach proof for three separate informal feedback/coaching activities (one for each team member and one for the team as a whole). If applicable, you may combine the proof for your monitoring activity and informal feedback activity (e.g. review comments on a document you’ve reviewed). You may also combine monitoring activities.

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T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 19 How you will monitor performance How you will provide informal feedback/coaching Note: You must include informal feedback and coaching at least once each. How does your monitoring activity reflect the performance standards and KPIs? Team member 1: Aaron 1. For instance, the workplan review every week, staff comments, emails, performance reports, et cetera. 2.I'll use appropriate supervision to keep an eye on the performance. I'll make sure to watch the team member and make sure he knows he's being observed. Conduct a meeting I'll be keeping an eye on how long it takes to train an employee. Team member 2: Johnson I'll keep an eye on things by asking him to report every day on his progress. In order to make sure I fully get to know him; I will endeavour to provide questionnaires. I will be keeping an eye on how long it takes to train an employee. Whole team: I ask each member to prepare a reflection on what they have learned this week. This will assist in giving them constructive criticism on what they have discovered. I'll be keeping an eye on how long it takes to train an employee. Assume a period of time has passed. Team members, and individuals in your team have performed some (or all) the work tasks outlined in your work plan. If you are basing this assessment on your own business, you need suitable information to evaluate performance and provide formal feedback. The information must indicate that: • at least one team member has performed poorly • at least one team member or the team as a whole has demonstrated excellent performance. If you are using the case study, assume that it is November 2021.

T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 20 3 Complete the table to evaluate the performance of the individuals (at least two) and your team against performance standards and KPIs. Evaluation of performance against performance standards and KPIs Note: at least one team member must have performed poorly and one team member must have done excellent work. Team member 1: Aaron 1. Despite Aaron's high level of intelligence and his appropriate response, he did not fully prepare the complete thing as expected. He needed to create a marketing campaign, but he didn't prepare it well enough. 2. Another duty that, in some ways, went awry was implementing a marketing strategy. 3. It was his responsibility to inform and train the personnel, but he did not deliver the information in a timely manner. Team member 2: Johnson 1. Johnson, however, was productive. He needs to deliver, and in the end, he did. He was in charge of introducing legislation compliance and orienting new hires. He completed this work correctly. 2. He must give the staff the required equipment along with information on orientation. Every employee received their materials. 3. He managed the WHS incident reporting system well to reduce risks. Whole team: Johnson’s performance was better than Aaron’s.

T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 21 4 Document individual team members’ performance according to your organisation’s performance management system (as identified in Section 1). 4.1 Use appropriate templates or systems to document the performance of two team members. Results of Performance Reviews Aaron (Learning and Development coordinator) Performance Guidance Productivity Rating 2.5/5 Feedback He must continue working on the product analysis. Project Planning 4/5 Great performance Client Servicing 3/5 To be improved Productivity 3/5 To be improved Adaptability 4/5 Great performance Dependability 2/5 Poor performance Cooperation 3/5 To be improved Communication 2.5/5 Poor performance Use of equipment 3/5 To be improved Decision making 2/5 Poor performance Johnson (HR assistant) Performance Guidance Productivity Adaptability Dependability Cooperation Rating 4/5 3.5/5 3.5/5 4/5 Feedback Great performance Great performance Great performance Great performance Client Servicing 4/5 Great performance Communication 5/5 Great performance Use of equipment 4.5/5 Great performance Decision making 4.5/5 Great performance

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T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 22 Productivity 4/5 Great performance Project Planning 5/5 Great performance 4.2 Attach proof of your documented performance evaluation to this section of your portfolio. You must attach two separate documents (one for each team member).

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T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 23 4.3 Keep records of the documented performance according to organisational policies and procedures (e.g. file the document in the organisation’s document storage system using the correct naming conventions). 4.4 Attach proof of your record keeping to this section of your portfolio. You must attach two separate documents (one for each team member). 5 Identify actions required to address a team member’s ongoing poor performance and to recognise the continued excellent performance of a different team member. Examples of actions required for poor performance may include: • initiate a formal mentoring or training program (e.g. by email HR) • provide a written warning • have a discussion with the employee to understand the reason for poor performance • provide a checklist to the employee so they understand what is required. Make sure your actions for poor performance adhere to organisational requirements. Examples of actions to reinforce excellent performance may include: • “employee of the week” award • free lunch for the team • displaying excellent work as an example for other staff members

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T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 24 • provide positive comments. Make sure your actions to reinforce excellent behaviour include both recognition and continuous feedback. Action required Note: Action is required for the team member who has performed poorly as well as to reinforce excellent performance. Action to reinforce positive behaviour must include both recognition and continuous feedback. Team member 1: Aaron 1. Start an official training or mentorship programme (for example, by emailing HR). 2. I would request an official meeting for Aaron. The invitation would be sent out by HR via letter. To find the issue, I would like to speak with him face-to- face. He will receive a warning letter if he doesn't show improvement. Team member 2: Johnson I would like to give Johnson an award for his excellent behaviour. Additionally, he and his family would receive free meals. Whole team: My suggestion is to provide both participants counselling. 6 If not already viewed in person by your assessor, attach proof of your two formal feedback sessions (one per team member) to this section of your project portfolio. 7 Develop a performance improvement and development plan for each team member according to your organisation’s performance management system (as identified in Section 1). Attach proof of your documented performance development plan to this section of your portfolio. You must attach two separate documents (one for each team member). AGREEMENT OF DEVELOPMENT (Aaron: Learning and Development coordinator) It has been decided to work on the following development needs during the next 5 months after discussion and agreement. Development Areas Actions required Leadership Task delegation Management ability Opportunities for job rotation

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T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 25 AGREEMENT OF DEVELOPMENT (Johnson: HR Assistant) It has been decided to work on the following development needs during the next 3 months after discussion and agreement. Development Areas Actions required Ability to provide customer service To effectively service customers Communication ability To have appropriate communication skills 8 If you haven’t already taken action at the feedback session, take action to reinforce excellent performance or to address poor performance. If not already viewed in person by your assessor, attach proof of your action taken for both poor performance and to reinforce positive performance to this section of your portfolio. Assume another period of time has passed. If you are basing this assessment on your own business, you need suitable information to monitor and respond to the performance of the underperforming team member. If you are using the case study, assume that it is June 2022. 9 Monitor the performance of the underperforming team member according to organisational policy and summarise their performance. Attach proof of how you monitored the performance to this section of your portfolio.

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T: +61 7 3324 2705 (Brisbane) | +61 3 9640 0057 (Melbourne) E: admissions@newton.edu.au W: www.newton.edu.au Brisbane Campus: 98 Cleveland Street, Greenslopes QLD 4120 Melbourne Campus: Level 10, 190 Queen Street, Melbourne VIC 3000 Melbourne Campus: Level 10, 108 Lonsdale Street, Melbourne VIC 3000 Warning – Uncontrolled when printed ©NC V1.0 JULY 2021 Next Review JULY 2022 | CRICOS: 03598G | RTO: 41437 | ABN: 75 609 329 973 BSBLDR522 PROJECT PORTFOLIO 26 10 If necessary, respond to the underperforming team member’s performance according to organisational policy. Attach proof of your response to this section of your portfolio. Attach: Proof of three separate performance management activities ☐ Proof for three separate monitoring activities ☐ Proof for three separate informal feedback/coaching activities ☐ Documented performance of two team members ☐ Formal feedback sessions (if relevant) ☐ Performance improvement plans (two) ☐ Actions to address poor performance and recognise excellent performance. ☐ Continued monitoring of poor performing staff member ☐ Response to ongoing underperformance (if relevant) ☐

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BSBLDR522 Project Portfolio_YeeYangQuah_NTM004208

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