Leading Teams: Effective Strategies for Workplace Facilitation

BSBXTW401 Lead and facilitate a team. Assessment 2 Learner Course Code Unit of Competency BSBXTW401 Lead and facilitate a team Assessor Name RTO Project Assessment Project Overview This project will require you effectively lead and facilitate a team in the workplace. The project is divided into three parts: 1. Part I. Plan Team Outcomes 2. Part II. Coordinate Team and Individuals 3. Part III. Monitor Team Performance Tasks and activities in this project assessment require you to have access to a workplace or a similar environment. Read the instructions in this project carefully before proceeding. Resources Required for Assessment Resources you need to access to complete this assessment are outlined in the Resources Required for Assessment section of this workbook and in the task overview of each part of the assessment. Forms and Templates Assessment forms and templates are provided in each task in this Project Assessment, unless otherwise specified. If you are currently in workplace, you may use similar forms and templates used by your organisation to complete the assessment. However, all requirements specified in the task must be included in your submissions. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 1

BSBXTW401 Lead and facilitate a team. Part I. Plan Team Outcomes Task Overview This part of the project requires you to plan team outcomes. Specifically, you are required to:  Identify common objectives of workplace team, responsibilities and required outcome(s)  Use performance plans to establish expected outcomes, goals, and behaviours for individual team members in accordance with team objective and relevant policies  Select appropriate strategies to ensure team members are accountable for their roles and responsibilities  Plan for contingencies that could impact the team Resources Required: To complete this project, you will need access to the following:  A workplace that will allow you access to: o Workplace documentation relevant to the team’s task, including:  Legislation Legislation accessed must be applicable to the state/territory you are located in. This can include the following:  Fair Work Act 2009  Anti-Discrimination Act 1991  Regulations This can include the following:  Fair Work Regulations 2009  Industrial Relations Regulation 2018  Policies and procedures  Codes of ethics o At least two team members o Opportunity to work on a team task BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 2

BSBXTW401 Lead and facilitate a team. Task 1.1 Identify Objectives and Outcomes ASSESSMENT INSTRUCTIONS 1. Seek an opportunity to complete a team task in your organisation within the period of this assessment. Ensure that your team has at least two team members aside from yourself. Your team must come from diverse backgrounds. Diversity refers to the differences present in each member of the team. These differences include the following:  Gender  Sexual orientation  Language 2. Locate the Team Responsibilities template found within this workbook. Use this template for recording your team’s objectives and responsibilities. 3. Identify at least two of your team members 4. Access and review the following documents relevant to your team’s task. A legislation, regulation, policy and procedure, and code of ethics must be relevant to the team’s task. Documents become relevant if it contains a requirement that will guide you on how to complete your team task. a. Legislation Legislation accessed must be applicable to the state/territory you are located in. This can include the following:  Fair Work Act 2009  Anti-Discrimination Act 1991 b. Regulations This can include the following  Fair Work Regulations 2009  Industrial Relations Regulation 2018 c. Policies and procedures d. Codes of ethics 5. Based on your review of the documents above, identify the following:  At least one team task  At least two team objectives Team objectives refer to a list of shared SMART (specific, measurable, attainable, BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 3

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BSBXTW401 Lead and facilitate a team. realistic, time-bound) goals relevant to the completion of a team task.  At least one required outcome that the team must achieve at the end of the team task  At least four team responsibilities in line with the team task: o At least one team responsibility based on legislation reviewed o At least one team responsibility based on regulation reviewed o At least one team responsibility based on policy and procedures reviewed o At least one team responsibility based on code of ethics reviewed Team responsibilities refer to collective, general items that a team must be accountable for. These must correspond with the task identified for the team. Record the information in the Team Responsibilities template. 6. Locate the Performance Plan template found within this workbook. Use this template to create a performance plan for your team. Ensure to complete at least one copy for each team member. 7. Complete at least one Performance Plan for each team member. Based on the specified team objectives, identify the following: a. At least one team member b. Either staff expertise or staff development potential for the identified team member. You must choose only one for the identified team member. This will be used as basis for delegating tasks to your team members. Ensure that the staff expertise or staff development potential identified is relevant to the team’s task identified in the Team Responsibilities template. Staff expertise can be determined by identifying at least one specific field that the team member is proficient in. Staff development potential can be determined by identifying at least one possible field that the team member can become proficient in. c. At least one expected outcome for the identified team member d. At least one expected goal for the identified team member e. At least one expected behaviour for the identified team member Expected behaviours refer to how a team member must conduct themselves in performing their responsibilities. These usually correspond with the code of ethics that the team follows. Ensure that the outcomes, goals, and behaviours are in line with the team objectives and responsibilities identified. Record the information in the Performance Plan template. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 4

BSBXTW401 Lead and facilitate a team. 8. Submit the following to your assessor:  Completed Team Responsibilities template  At least two completed Performance Plan templates BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 5

BSBXTW401 Lead and facilitate a team. Team Responsibilities Completed by Workplace/ Organisation Date Completed Team Task Team Objectives a. b. Required Outcome BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 6

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BSBXTW401 Lead and facilitate a team. Team Responsibilities Legislation Reviewed Legal Responsibility Regulation Reviewed Regulatory Responsibility Organisational Policy and Procedures Reviewed Organisational Responsibility Code of Ethics Reviewed Ethical Responsibility BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 7

BSBXTW401 Lead and facilitate a team. Performance Plan Completed by Workplace/ Organisation Date Completed Team Member Staff Expertise/Staff Development Potential Expected Outcomes Expected Goals Expected Behaviours BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 8

BSBXTW401 Lead and facilitate a team. Task 1.2 Select Strategies and Plan for Contingencies ASSESSMENT INSTRUCTIONS 1. Locate the following templates found within this workbook:  Work Accountability Strategies Use this template for identifying appropriate work accountability strategies. Work accountability strategies are strategies for ensuring that the tasks given are fulfilled by whoever the tasks are assigned to. Appropriate strategies must ensure that your team members are on track with their projects and can complete the tasks assigned to them. These can include the following:  Daily progress reporting  Weekly project progress tracker  Contingency Plan Use this template for to create contingencies for responsibilities assigned in Task 1.1. The contingency plans are for resolving unexpected situations that can arise when working on the team tasks. 2. Review your completed Performance Plan in Task 1.1. 3. Complete the Work Accountability Strategies template by identifying at least two appropriate work accountability strategies for the team based on your review of your Performance Plan . Record your strategies in the Work Accountability Strategies template. 4. Complete the Contingency Plan template. This must include the following information:  Each team responsibility assigned in Task 1.1  At least one unexpected situation that may affect completion of each team responsibility. This includes: o Sudden absence of workers o Reallocation of work tasks due to project task adjustments  Contingency process to address each situation identified. 5. Submit the following to your assessor:  The completed Work Accountability Strategies template BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 9

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BSBXTW401 Lead and facilitate a team.  The completed Contingency Plan template BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 10

BSBXTW401 Lead and facilitate a team. Work Accountability Strategies Completed by Workplace/ Organisation Date Completed Work Accountability Strategies a. b. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 11

BSBXTW401 Lead and facilitate a team. Contingency Plan Completed by Workplace/ Organisation Date Completed Team Responsibilities Situation Contingency Process a. b. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 12

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BSBXTW401 Lead and facilitate a team. Part 2. Coordinate Team and Individuals Task Overview This part of the project requires you to coordinate with team and individuals. Specifically, you are required to:  Communicate common team objectives and responsibilities to team members  Allocate tasks to team members based on staff expertise or development potential and provide appropriate instructions  Facilitate open and respectful communication and collaboration between team members, considering the needs of those from diverse backgrounds  Identify opportunities for cross collaboration amongst external and internal teams and individuals Resources Required: To complete this project, you will need access to the following:  A workplace that will allow you access to: o Organisational policies and procedures relevant to providing timely and constructive feedback o People, including:  At least two team members  At least two persons outside their team  At least one person in a different team from a different department for external cross-collaboration  At least one person in a different team from the same department for internal cross-collaboration  At least one supervisor o Opportunities to facilitate cross-collaboration opportunities in the workplace  External collaboration opportunity  Internal collaboration opportunity  One-on-one collaboration opportunity o Additional resources needed to facilitate each cross-collaboration opportunity BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 13

BSBXTW401 Lead and facilitate a team. Task 2.1 Discuss Details of Team Task ASSESSMENT INSTRUCTIONS 1. To complete this task, you must conduct a meeting wherein you must allocate tasks to your team members and discuss the contingencies planned. Ensure to use proper communication practices. 2. Locate the following templates found within this workbook:  Meeting Minutes Use this template to record information discussed in your meeting.  Observation Form This template outlines all the skills you need to demonstrate in this task. Review the document to ensure the demonstration of the skills specified during the meeting. 3. Review the instructions here and the skills outlined in the Observation Form. Arrange a schedule with your assessor to observe you in conducting a meeting. Provide them a copy of the Observation Form found within this workbook. Discuss all requirements of the task with your assessor and prepare these before the meeting. Your assessor will complete the Observation Form . If direct observation is not possible, record the meeting in a video. Ensure to obtain permissions first from persons involved before doing so. 4. During the meeting, discuss the following information: a. Information found in the completed Team Responsibilities template in Task 1.1:  Team task  Responsibilities in line with the team task based on the requirements in each of the following sources accessed: o Legislation o Regulations o Policies and procedures o Codes of ethics BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 14

BSBXTW401 Lead and facilitate a team. b. At least one task assignment for each team member. These must be in line with the team task identified in the completed Team Responsibilities template in Task 1.1. Use either staff expertise or staff development potential identified for each team member as basis for delegating task assignments.  If you are delegating task assignments based on staff expertise, ensure that the tasks you delegate correspond to the specific fields that each team member is proficient in.  If you are delegating task assignments based on staff development potential, ensure that the tasks you delegate correspond to the possible fields that each team member can become proficient in Ensure to provide appropriate instructions when delegating task assignments to your team members. c. Information found in each completed Performance Plan for each team member in Task 1.1:  Staff expertise or staff development potential  Expected outcomes  Expected goals  Expected behaviours d. Information found in the completed Work Accountability Strategies from Task 1.2 e. Information found in the completed Contingency Plan from Task 1.2 Record the discussion in the Meeting Minutes template. 5. Have all attendants sign beside their name after the meeting in the Meeting Minutes . Their signatures must be handwritten. 6. Submit the following to your assessor:  The signed and completed Meeting Minutes template  Video recording (ONLY if direct observation is not possible) BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 15

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BSBXTW401 Lead and facilitate a team. Meeting Minutes Date: Time: Location: Purpose of the meeting Facilitator Notetaker Attendees Please sign beside your name after the meeting. Agenda Item 1 Team Responsibilities Template Discussion BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 16

BSBXTW401 Lead and facilitate a team. Agenda Item 2 Task Assignments Discussion Agenda Item 3 Performance Plans for Each Team Member Discussion BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 17

BSBXTW401 Lead and facilitate a team. Agenda Item 4 Work Accountability Strategies Discussion Agenda Item 5 Contingency Plans Discussion Task 2.2 Identify Cross-Collaboration Opportunities ASSESSMENT INSTRUCTIONS 1. Locate the Collaboration Opportunities template found within this workbook. To complete this template: a. Identify at least one opportunity for cross-collaboration for each of the instances provided below. Ensure that the identified opportunities are in line with the tasks assigned to each team member in Task 2.1 . i. External team collaboration relevant to the team’s task External team refers to teams from a different department within the same organisation. ii. Internal team collaboration relevant to the team’s task Internal team refers to teams within the same department within the BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 18

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BSBXTW401 Lead and facilitate a team. organisation. iii. One-on-one collaboration relevant to each team member’s task assignment One-on-one collaboration refers to collaboration between the members of your team. b. For each identified cross-collaboration opportunity, identify the following: i. At least two persons involved in each opportunity. The persons identified must include:  At least one team member Ensure that the team members indicated for the external and internal team collaboration opportunities are different, e.g. o Team Member 1 participated in the external team collaboration opportunity o Team Member 2 participated in the internal team collaboration opportunity The name of each team member must be indicated for the one- on-one collaboration opportunity identified.  At least one other person involved in the opportunity ii. Planned date of implementation iii. Expected outcome BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 19

BSBXTW401 Lead and facilitate a team. Ensure to leave the following sections blank. These sections will be completed after the identified opportunities are facilitated: i. Date implemented ii. Actual outcome iii. Assessor’s signature iv. Assessor Declaration Form These sections will be completed in a succeeding task. 2. Submit the partially completed Collaboration Opportunities template to your assessor. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 20

BSBXTW401 Lead and facilitate a team. Collaboration Opportunities Completed by Workplace/ Organisation Date Completed Cross- Collaboration Opportunity Persons Involved in the Opportunity Planned Date of Implementation Expected Outcome Date Implemented Actual Outcome Assessor’s Signature a. External team collaboration b. Internal team collaboration BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 21

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BSBXTW401 Lead and facilitate a team. d. One-on-one collaboration Task 2.3 Facilitate Cross-Collaboration Opportunities ASSESSMENT INSTRUCTIONS 1. To complete this task, you must facilitate the cross-collaboration opportunities you identified in the Collaboration Opportunities template from Task 2.2 . 2. Locate the Organisational Standards template found within this workbook. Use this template in identifying organisational standards for providing feedback. 3. Based on your review of an organisation document relevant to providing feedback, complete the Organisational Standards template:  Identify the organisational document you reviewed.  Identify the timeframe in which feedback must be provided after an activity (e.g. after 3 days, after a week, etc.)  Outline the requirements for giving constructive feedback found within the document. Responses in the Organisational Standards template will be used when providing feedback for this task and in Task 3.2. 4. Have your supervisor sign the Supervisor Declaration at the end of your completed Organisational Standards template. This is to ensure that the outlined requirements are in line with the requirements of your organisation. Their signature must be handwritten. 5. Before facilitation, review your organisation’s standards for providing constructive feedback. 6. Locate the following templates found within this workbook: BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 22

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BSBXTW401 Lead and facilitate a team.  Observation Form The Observation Form outlines all the skills you need to demonstrate in this task. Review the document to ensure the demonstration of the skills specified during the facilitation.  Feedback Form Use this in recording feedback after facilitation of each opportunity. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 23

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BSBXTW401 Lead and facilitate a team. 7. Review the instructions here and the skills outlined in the Observation Form . Arrange a schedule with your assessor to observe you in facilitating cross-collaboration opportunities. Provide them three copies of the Observation Form found within this workbook. Discuss all requirements of the task with your assessor and prepare these before the facilitation. Your assessor will complete one Observation Form for each cross-collaboration opportunity. If direct observation is not possible, record each facilitation in a video. Ensure to obtain permissions first from persons involved before doing so. 8. Review your partially completed Collaboration Opportunities template. 9. Facilitate the cross-collaboration opportunities identified in the Collaboration Opportunities template. 10. After facilitation, record the following in your Collaboration Opportunities template:  Actual date of implementation  Actual outcome 11. Have your assessor sign the Signature column and the Assessor’s Declaration Form found at the end of the Collaboration Opportunities template. This is to ensure that each collaboration opportunity was conducted following the responses in the Collaboration Opportunities . Assessor’s signature must be handwritten. 12. After each cross-collaboration opportunity, complete at least one Feedback Form for each team member involved. Identify the following:  At least one area that was done well during the cross-collaboration activity  At least one area that was not done well during the cross-collaboration activity  At least one suggestion for improvement  Comments regarding the team member’s performance Ensure that all responses and comments provided follow your organisation’s standards for providing constructive feedback. 13. Submit the following to your assessor:  Completed Organisational Standards template  Completed Collaboration Opportunities template  At least four completed Feedback Form for each team member  Video recording (ONLY if direct observation is not possible) BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 24

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BSBXTW401 Lead and facilitate a team. Organisational Standards Completed by Workplace/ Organisation Date Completed Organisational Document Timeframe Required for Giving Feedback Organisational Requirements for Giving Constructive Feedback SUPERVISOR DECLARATION By signing here, I confirm that the requirements outlined above are in line with the requirements of the learner’s organisation. Supervisor’s Name: Workplace/ Organisation Name: Signature: Date signed: BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 25

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BSBXTW401 Lead and facilitate a team. Feedback Form Completed By Workplace/ Organisation Date Completed Cross- Collaboration Opportunity Team Member 1. Identify what was done well during the cross-collaboration opportunity. 2. Identify what was not done well during the cross-collaboration opportunity. 3. Identify at least one suggestion for improvement. 4. Other comments BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 26

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BSBXTW401 Lead and facilitate a team. Part 3. Monitor Team Performance Task Overview This part of the project requires you to monitor team performance. Specifically, you are required to:  Measure team member performance against agreed work plans  Provide timely and constructive performance feedback to team members according to expected organisational standards  Identify specific learning and development opportunities to improve team and individual performance and behaviours  Implement action plans to address individual and team training needs Resources Required: To complete this project, you will need access to the following:  A workplace that will allow you access to: o At least two team members o Additional resources needed to implement learning and development opportunities Learning and development opportunities will depend on the specific opportunities identified in Task 3.3. Task 3.1 Measure Team Performance ASSESSMENT INSTRUCTIONS 1. Review the following documents for this task: a. Completed Performance Plan from Task 1.1 This template will be used as basis for reviewing each team member’s actual performance. b. Completed Collaboration Opportunities from Task 2.3 Each team member’s actual performance from the tasks found in this template will be evaluated against their expected performance indicated in the Performance Plan . BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 27

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BSBXTW401 Lead and facilitate a team. 2. Locate the Performance Evaluation template found within this workbook. Complete at least one copy of the Performance Evaluation . The Performance Evaluation is divided into two sections. To complete this template: a. Individual Evaluation i. Review the following:  Each completed Feedback Form for each team member from Task 2.3  Performance Plan from Task 1.1 ii. Compare each team member’s actual performance recorded in each Feedback Form against their expected performance in the Performance Plan . Identify if the following criteria has been met:  Expected outcomes  Expected goals  Expected behaviours For each criteria, provide specific written remarks about each team member’s performance. Your remarks must be based from the information found in each team member’s Feedback Form . iii. Provide a summary of your feedback for each team member. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 28

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BSBXTW401 Lead and facilitate a team. b. Team Evaluation Based on each team member’s performance evaluation, you must evaluate the performance of the whole team: i. Identify common areas of performance that were met ii. Identify common areas of performance that were not met iii. Identify common reasons for not meeting expected performance iv. Provide a summary of your feedback to the team. This must include whether or not the required outcome for the team was met. 3. Submit your completed copy of the Performance Evaluation template to your assessor. Performance Evaluation Completed by Workplace/ Organisation Date Completed A. Individual Evaluation Team Member Criteria Were these met? Remarks Yes No a. Expected Outcomes b. Expected Goals c. Expected Behaviours OVERALL FEEDBACK TO TEAM MEMBER BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 29

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BSBXTW401 Lead and facilitate a team. Team Member Criteria Were these met? Remarks Yes No a. Expected Outcomes b. Expected Goals c. Expected Behaviours OVERALL FEEDBACK TO TEAM MEMBER BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 30

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BSBXTW401 Lead and facilitate a team. B. Team Evaluation Areas of Performance that Were Met Areas of Performance that Were Not Met Reasons for Not Meeting Expected Performance OVERALL FEEDBACK TO TEAM BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 31

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BSBXTW401 Lead and facilitate a team. Task 3.2 Provide Performance Feedback ASSESSMENT INSTRUCTIONS 1. To complete this task, you must conduct individual meetings with your team members. 2. Locate the Observation Form template found within this workbook. The Observation Form outlines all the skills you need to demonstrate n this task. Review the document to ensure the demonstration of the skills specified during the individual meetings. 3. Review the instruction here and the skills outlined in the Observation Form . Arrange a schedule with your assessor to observe you in conducting individual meetings. Provide them with one copy of the Observation Form for each meeting. Discuss all requirements of the task with your assessor and prepare these before each meeting. Your assessor will complete one Observation Form for each meeting. If direct observation is not possible, record the meetings in a video. Ensure to obtain permissions first from persons involved before doing so. 4. Review the following templates before conducting the meetings:  Completed Organisational Standards from Task 2.3  Completed Performance Evaluation from Task 3.1 5. Locate the Meeting Minutes template found within this workbook. Secure a copy for each individual meeting to be conducted. 6. Before conducting the meeting, arrange a schedule with each team member. The time you and your team member have agreed on must correspond with the organisational standard for timely feedback identified in Task 2.3. Date of each meeting will depend on the actual date of implementation identified in the Collaboration Opportunities from Task 2.3. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 32

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BSBXTW401 Lead and facilitate a team. 7. During each meeting: a. Give feedback on each team member’s performance. The feedback provided must correspond with the information found in the completed Performance Evaluation template from Task 3.1 and must be constructive. Ensure to meet the requirements for giving constructive feedback found in your completed Organisational Standards template from Task 2.3. b. Identify at least one training need for each team member. These training needs must correspond to the expected outcomes, goals, and behaviours that were not met by each team member in their Performance Evaluation template. 8. Record the information in your Meeting Minutes template. 9. Have all attendants sign beside their name after the meeting in the Meeting Minutes . Their signatures must be handwritten. 10. Submit the following documents to your assessor.  At least two completed copies of the Meeting Minutes  Video recording (ONLY if direct observation is not possible) BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 33

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BSBXTW401 Lead and facilitate a team. Meeting Minutes . Date: Time: Location: Purpose of the meeting Facilitator Notetaker Attendees Please sign beside your name after the meeting. Agenda Item 1 Performance Feedback Discussion Agenda Item 2 Individual Training Needs Discussion BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 34

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BSBXTW401 Lead and facilitate a team. Task 3.3 Create Plans to Address Training Needs ASSESSMENT INSTRUCTIONS 1. Review the following templates:  Performance Evaluation from Task 3.1  Meeting Minutes from Task 3.2 2. Locate the Action Plan template found within this workbook. Complete the following sections of the Action Plan: a. Individual Training Needs Review the results of your meeting with each team member in Task 3.2. Based on your review, identify the following:  At least one training need for each team member. This must correspond to the information found in the ‘Individual Training Needs’ section from the Meeting Minutes in Task 3.2.  At least two opportunities to address each team member’s training need: o At least one learning opportunity Learning opportunities refer to activities that focus on discussing knowledge needed for a specific work function. These can include but are not limited to: i. Training sessions ii. Seminars o At least one development opportunity Development opportunities refer to activities that focus on applying acquired knowledge to ensure one’s capabilities in the workplace. These can include but are not limited to: i. Hands-on walkthroughs ii. Workshops  Planned date of implementation for each opportunity  Expected outcome for each opportunity BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 35

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BSBXTW401 Lead and facilitate a team. b. Team Training Needs Review the ‘Team Evaluation’ section of your completed Performance Evaluation template. Based on your review, identify the following:  At least one training need for the team Use the common reasons for not meeting expected performance identified in the Performance Evaluation as basis for your training needs.  At least two opportunities to address the team training need o At least one learning opportunity o At least one development opportunity  Planned date of implementation for each opportunity  Expected outcome for each opportunity Ensure to leave the following fields blank. These sections will be completed after the facilitation of the identified opportunities to address both individual and team training needs.  Actual date of implementation  Actual outcome  Assessor’s signature  Assessor Declaration Form These sections will be completed in Task 3.4. 3. Submit the partially completed Action Plan to your assessor. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 36

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BSBXTW401 Lead and facilitate a team. Action Plan Completed by Workplace/ Organisation Date Completed Individual Training Needs Individual Training Need Learning Opportu nity Planned Date of Implementatio n Expecte d Outcom e Date Implemented Actual Outcom e Assess or’s Signat ure Individual Training Need Development Opportunity Planned Date of Implementation Expected Outcome Date Implem ented Actual Outcom e Assesso r’s Signatu re Addressing Team Training Needs Team Training Need Learning Opportunity Planned Date of Implementa tion Expected Outcome Date Implemen ted Actual Outcome Assesso r’s Signatu re BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 37

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BSBXTW401 Lead and facilitate a team. Team Training Need Development Opportunity Planned Date of Implementa tion Expected Outcome Date Implemen ted Actual Outcome Assesso r’s Signatu re Task 3.4 Implement Plans to Address Training Needs ASSESSMENT INSTRUCTIONS 1. To complete this task, you must implement the learning and development opportunities identified in the Action Plan from Task 3.3. 2. Locate the Observation Form template found within this workbook. The Observation Form outlines all the skills you need to demonstrate in this task. Review the document to ensure the demonstration of the skills specified during the implementation. 3. Review the instruction here and the skills outlined in the Observation Form . Arrange a schedule with your assessor to observe you in implementing learning and development opportunities. Provide them a copy of the Observation Form found within this workbook. Discuss all requirements of the task with your assessor and prepare these before the implementation. Your assessor will complete one Observation Form for the implementation. If direct observation is not possible, record the implementation in a video. Ensure to obtain permissions first from persons involved before doing so . 4. Implement each learning and development opportunity identified in the Action Plan from Task 3.3. 5. After implementation of each learning and development opportunity, complete the Action Plan by recording the following: a. Actual date of implementation b. Actual outcome 6. Have your assessor sign the Assessor’s Signature column and the Assessor Declaration BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 38

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BSBXTW401 Lead and facilitate a team. Form found at the end of the Action Plan . This is to ensure that each opportunity was facilitated following the responses in the Action Plan . Assessor’s signature must be handwritten. 7. Submit the completed Action Plan to your assessor:  Completed Action Plan  Video recording (ONLY if direct observation is not possible) BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 39

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Task 2

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