BSBXTW401-LAP-F-v1.2

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Learner Assessment Pack BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 1 Learner Assessment Pack BSBXTW401 Lead and facilitate a team
Learner Assessment Pack Precision Group (Australia) Level 13, 269 Wickham St, Fortitude Valley 4006 Email: info@precisiongroup.com.au Website: www.precisiongroup.com.au © 2021 Precision Group (Australia) BSBXTW401 - Lead and facilitate a team (Release 2) Overseas Student Information If you are an overseas student and you have a problem with your school or college that you haven’t been able to fix, the Overseas Students Ombudsman might be able to help. The Ombudsman is a free complaint investigation service, available to people on student visas who are studying with private providers. You can read more about what the Ombudsman does, or make a complaint online, by visiting www.ombudsman.gov.au. Copying for Educational Purposes The Australian Copyright Act 1968 allows 10% of this resource to be copied by any educational institute for educational purposes, provided that the institute (or the body that administers it) has given a remuneration notice to the Copyright Agency Limited (CAL) under the Act. For more information, email info@copyright.com.au or visit www.copyright.com.au for other contact details. Copyright Notice No part of this resource may be reproduced in any form or by any means, electronic or mechanical, including photocopying or recording, or by an information retrieval system without written permission from Precision Group (Australia). Legal action may be taken against any person who infringes their copyright through unauthorised copying. These terms are subject to the conditions prescribed under the Australian Copyright Act 1968. Disclaimer Precision Group (Australia) has made a great effort to ensure that this material is free from error or omissions. However, you should conduct your own enquiries and seek professional advice before relying on any fact, statement or matter contained in this document. Precision Group (Australia) is not responsible for any injury, loss or damage as a result of resource included or omitted from this material. Information in this course material is current at the time of publication. 2 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
Learner Assessment Pack Version Control & Document History Date Summary of modifications Version 10 July 2020 Version 1 final produced following assessment validation. 1.0 07 July 2021 Modification to Practical Assessment Task 1.2 instructions and template to link contingency plan to team responsibilities from Practical Assessment Task 1.1 1.1 22 April 2022 Updated links that direct to the old Bounce Fitness website and links to access Forms and Templates 1.2 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 3
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Learner Assessment Pack Table of Contents A SSESSMENT D ELIVERY ............................................................................................. 5 L EARNER I NFORMATION ............................................................................................ 6 S TEPS FOR L EARNERS ................................................................................................ 8 R EASONABLE A DJUSTMENT ........................................................................................ 9 R ESOURCES R EQUIRED FOR A SSESSMENT ................................................................... 10 A CCESSING I NTRANET P AGES AND E XTERNAL L INKS ...................................................... 12 A SSESSMENT A GREEMENT ....................................................................................... 13 A SSESSMENT T ASKS ................................................................................................ 15 Short Answer Questions ............................................................................................... 18 Practical Assessment .................................................................................................... 38 Workplace Supervisor/Assessor Instructions .............................................................. 39 Project Assessment .................................................................................................... 40 Project Overview ..................................................................................................................... 40 Part I. Plan Team Outcomes .................................................................................................... 41 Part 2. Coordinate Team and Individuals ............................................................................... 52 Part 3. Monitor Team Performance ........................................................................................ 81 Case Study Assessment ............................................................................................ 107 Case Study Assessment Overview ........................................................................................ 107 Part 4. Support Team ............................................................................................................ 108 A SSESSMENT W ORKBOOK C HECKLIST ....................................................................... 141 Assessment Workbook Checklist ................................................................................. 142 R ECORDING ........................................................................................................ 145 Record of Assessment ................................................................................................. 146 4 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
Learner Assessment Pack Learner Assessment Pack Assessment Delivery BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 5
Learner Assessment Pack Learner Information This Learner Assessment Pack is designed for you to complete the assessment for BSBXTW401 - Lead and facilitate a team (Release 2) . It may refer to your own workplace/organisation, or to a simulated business provided by your assessor. The assessment tasks include Short Answer Questions where you need to demonstrate your knowledge and understanding of the unit, and the Practical Assessment, where you need to demonstrate your skills required in the unit. It is recommended that you complete the Practical Assessments in your own workplace/organisation. If you don’t have access to a real workplace, you can complete the assessment in a simulated environment where resources and conditions similar to a workplace must be accessed. Ensure to discuss this with your assessor prior to commencing with the assessment. Each Learner Assessment Pack is made up of four parts: Assessment Delivery Learner Information Steps for Learner Assessment Agreement Assessment Contextualisation Assessment Tasks, including: Short Answer Questions Practical Assessment Assessment Workbook Checklist Assessment Workbook Checklist Recording Record of Assessment 6 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Before you commence your assessment, ensure that you have a good knowledge of the subject, have thoroughly read your Learner Resource, and clearly understand the assessment requirements and the expectations of the industry to which the assessment is related. Assessments are designed to be completed using your industry/organisation, but your Registered Training Organisation (RTO) may assist you by contextualising the unit to be completed in a simulated workplace environment. You will be required to demonstrate knowledge and skills which must be observed directly by your assessor. Where the observation task may be difficult for the assessor to directly observed, a video recording of the practical observation task must be submitted as supplementary evidence. Verification from at least one third-party signatory, and preferably two or more witnesses is required to confirm your demonstration of these practical knowledge and skills. These witnesses would usually be your current or recent supervisors, or your assessor. The practical assessment tasks may be completed using your own workplace, a simulated environment, or a mix of both, as instructed by your assessor. To contextualise this assessment to your industry/organisation, you may be asked by your assessor to provide additional information based on your industry/organisation. Instructions are given for each task. If you have questions, or unclear how to proceed, consult with your assessor. Records of all aspects of the assessment must be kept in your Learner Assessment Pack The record of assessment is a legal document and must be signed, dated, and a copy stored as required by your Registered Training Organisation (RTO). BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 7
Learner Assessment Pack Steps for Learners Your Learner Assessment Pack: 1. Upon receiving your Learner Assessment Pack, discuss with your assessor the expectations and requirements of this assessment. You may also need to supply contact details of one or two work referees who can confirm your skills in the industry. Discuss with your assessor if you intend to undertake the practical assessment tasks based on your employing organisation, in a simulated business, or in a mix of both. 2. Your Learner Assessment Pack is where you will get the task information. Complete each task as instructed using either your own workplace, or using a simulated business, as discussed with your assessor. 3. After you complete your assessment, gather and submit your evidence documents as detailed in the task(s) in the timeframe agreed with your assessor. Your assessor will advise you if there are any further steps for you to take to satisfactorily complete this assessment. 8 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
Learner Assessment Pack Reasonable Adjustment Adapted Reasonable Adjustment in teaching, learning and assessment for learners with a disability - November 2010 - Prepared by - Queensland VET Development Centre Reasonable adjustment in VET is the term applied to modifying the learning environment or making changes to the training delivered to assist a learner with a disability. A reasonable adjustment can be as simple as changing classrooms to be closer to amenities or installing a particular type of software on a computer for a person with vision impairment. Why make a reasonable adjustment? We make reasonable adjustments in VET to make sure that learners with a disability have: The same learning opportunities as learners without a disability, and The same opportunity to perform and complete assessments as those without a disability. Reasonable adjustment applied to participation in teaching, learning and assessment activities can include: Customising resources and assessment activities within the training package or accredited course Modifying the presentation medium Learner support Use of assistive/adaptive technologies Making information accessible both before enrolment and during the course Monitoring the adjustments to ensure learners needs continue to be met Assistive/Adaptive Technologies Assistive/Adaptive technology means ‘software or hardware that has been specifically designed to assist people with disabilities in carrying out daily activities’ (World Wide Web Consortium - W3C). It includes screen readers, magnifiers, voice recognition software, alternative keyboards, devices for grasping, visual alert systems, digital note-takers. IMPORTANT: Reasonable adjustment made for collecting learner assessment evidence must not impact on the standard expected by the workplace, as expressed by the relevant unit(s) of competency. For example, if the assessment were gathering evidence of the learner’s competency in writing, allowing the learner to complete the assessment verbally would not be a valid assessment method. The method of assessment used by any reasonable adjustment must still meet the competency requirements. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 9
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Learner Assessment Pack Resources Required for Assessment To complete the Practical Assessment projects, you will require access to: Computer with internet and email access and a working web browser Installed software: MS Word, Adobe Acrobat Reader A workplace that will allow you access to: o Workplace documentation, including: Legislation relevant to team task 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 relevant to team task This can include the following: Fair Work Regulations 2009 Industrial Relations Regulation 2018 Policies and procedures relevant to the following: Team task Providing feedback Supporting individuals in the workplace Codes of ethics relevant to team task 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 10 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
Learner Assessment Pack o Opportunities to Work on a team task 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 Implement learning and development opportunities identified in Task 3.3 Learning and development opportunities will depend on the specific opportunities identified in Task 3.3. To complete the Case Study project, you will require access to: Organisation policies and procedures relevant to: o Supporting individuals in the workplace o Managing conflict o Addressing workplace challenges identified in Task 4.3 At least two volunteers to participate in role play activities as your team members Video camera or a mobile phone with video recording capabilities A safe environment to conduct the role play activity BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 11
Learner Assessment Pack Accessing Intranet Pages and External Links Throughout this workbook, you will be asked to access specific pages from the simulated business, Bounce Fitness. Links to these pages are formatted in Blue Text . The simulated business, Bounce Fitness, can be accessed by going to http://bouncefitness.precisiongroup.com.au. Login to Bounce Fitness using the username and password provided by your Registered Training Organisation (RTO). 12 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Assessment Agreement Instructions: Discuss this section with your Assessor before commencing then sign the confirmation at the end of this Agreement. Have you signed off ü Delivery Method Classroom ¨ Small Group ¨ One-on-One ¨ Online ¨ Other (please describe) ¨ Assessment Pathway (for Practical Assessment) Learner’s Organisation (Pre-assessment meeting conducted) ¨ Simulated Workplace Environment (Contextualised by RTO) ¨ BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 13
Learner Assessment Pack Assessment Conditions Mandatory conditions for assessment include: A safe working or simulated environment ¨ Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards. I confirm that the activities and assessment completed as part of this unit are my own work and comply with all relevant copyright and plagiarism rules. I understand that if there is any doubt of the authenticity of any piece of my assessment, I can be orally examined, and the signatory of evidence records may be contacted. Learner’s name Learner’s signature Date Assessor’s name Assessor’s signature Date End of Assessment Agreement 14 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
Learner Assessment Pack Learner Assessment Pack Assessment Tasks BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 15
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Learner Assessment Pack Tasks Complete all tasks in this assessment as instructed. If you have questions, consult with your Assessor. Contextualisation of Assessments by RTOs Contextualisation is the process of modifying assessment tools to make learning more meaningful for your learners and their employers. Precision Group (Australia) recommends that your RTO contextualise the assessment tools to suit particular industry requirements and specific organisational requirements before using them. Contextualisation must retain the integrity of the assessment and the outcome of the unit of competency. Contextualising for your state/territory The contents of this assessment tool are not written for a specific state/territory. Where the assessment tool refers to legislation and other industry requirements which may vary across states/territories, sample model answers are based on one state/territory. Should your RTO intend to use this assessment tool for learners from your state/territory, Precision Group (Australia) recommends you to: Access and review the legislation and industry requirements applicable in your learner’s state/territory. Update assessments and benchmark answers to reflect the legislation and industry requirements applicable in your learner’s state/territory. Contextualising the generic project assessment The Practical Assessment included in this workbook was designed to be administered in a real workplace, unless otherwise stated. Should your RTO wish to administer the assessment in a simulated environment, the RTO will need to redevelop the existing project assessment in this workbook so the learner can complete it in the simulated environment. 16 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
Learner Assessment Pack Below are some examples of how the RTO may simulate the Practical Assessment: Develop role play activities with clear instructions and guidelines to replace existing tasks involving consultation, meetings, discussions, and oral communication. Provide the learner with access to work personnel who will participate in assessment activities, e.g. project stakeholders, clients/customers, or team members. Provide the learner with access to simulated workplace documents and information, such as but not limited to policies and procedures, organisational vision and mission statements, business plans, operational plans, etc. A comprehensive guide in contextualising your assessment tools for your RTO can be accessed through this link: https://precisiongroup.com.au/simple-guide-to-contextualising-rto-training-resources-and- assessment-tools/ BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 17
Learner Assessment Pack Short Answer Questions Question 1 Bounce Fitness is a premiere fitness centre that mainly caters to people from the Central Business District. Below are some of their organisational documents relevant to workplace teams. Access the Bounce Fitness organisational documents below to assist you in answering the following questions: Employee Relations Policy Personnel Policies Code of Conduct http://bouncefitness.precisiongroup.com.au/policies/human-resource-policy/ a. Identify at least two strategies relevant to relationships among staff in the workplace found in the Employee Relations Policy i. ii. b. Identify at least two reasons for discrimination in employment that are not tolerated in Bounce Fitness as found in the Personnel Policies . i. ii. 18 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack c. Identify the purpose of codes of conduct in the workplace. d. Identify at least two requirements relevant to workplace teams found in Bounce Fitness’s Code of Conduct . Requirements refer to specific behaviours that must be upheld by all employees. These can be about the following: Workplace team performance Workplace team relationships i. ii. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 19
Learner Assessment Pack Question 2 Answer the questions below about the impact of organisational reputation on workplace teams. Organisational reputation refers to stakeholders’ perception of the organisation. These perceptions can be negative or positive. These stakeholders can be clients, vendors, and employees. a. Briefly explain how negative organisational reputation affects workplace teams. b. Briefly explain how positive organisational reputation affects workplace teams. 20 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
Learner Assessment Pack Question 3 In your own words, briefly explain the impact of each aspect of organisational culture below on workplace teams. Organisational culture refers to the values and beliefs that influence how people should behave within an organisation. Aspect of Organisational Culture Impact on Workplace Teams a. Values Values refer to beliefs that the organisation shares among its employees. b. Degree of urgency Degree of urgency refers to the pace of the organisation’s working environment. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 21
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Learner Assessment Pack Question 4 Read the case studies relevant to team communication provided below. Access the legislation through the link below for your reference. Fair Work Act 2009 https://www.legislation.gov.au/Series/C2009A00028 You must access the most current version of the Fair Work Act 2009. Case Study 1 You are currently working as a Team Lead in Bounce Fitness. As Team Lead, you are responsible for approving each of your team members’ working arrangements. One of your team members is requesting for flexible working arrangements due to their physical disability. You had approved of your team member’s request; however, some of your able-bodied team members are asking why their requests for flexible working arrangements have not been approved. To answer them, you explain to them the legislative requirements regarding requesting flexible working arrangements. a. Identify at least one requirement regarding requesting flexible work arrangements. Case Study 2 You have been recently notified that one of your team members is going to take unpaid parental leave. To make sure that work is still done in your team member’s absence, you decide to re- allocate their work task to a replacement employee. You review the Fair Work Act 2009 to identify the legislative requirement for allocating tasks to a replacement employee. b. Identify at least one requirement regarding re-allocation of work tasks to replacement employees. 22 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Question 5 Listed in the table below are facilitation techniques commonly used for encouraging team cohesion. Briefly explain how each technique can be applied in the workplace. Team cohesion refers to the strength of interpersonal connections within the members of a group, giving a sense of unity. Facilitation Technique for Encouraging Team Cohesion How the Technique is Used for Encouraging Team Cohesion in the Workplace a. Provide opportunities for team- building exercises in the workplace b. Arrange discussions with team members to encourage them to share thoughts and ideas with each other BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 23
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Learner Assessment Pack Question 6 Listed in the table below are facilitation techniques commonly used for encouraging team effectiveness. Briefly explain how each technique can be applied in the workplace Team effectiveness refers to a team’s capacity to achieve its goals and objectives. Facilitation Technique for Encouraging Team Effectiveness How the Technique is Used for Encouraging Team Effectiveness a. Discuss conflicts with involved parties for conflict resolution b. Provide constructive feedback on team and individual performance 24 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Question 7 Listed in the table below are mentoring techniques commonly used in the workplace to provide support. Briefly how each technique is used in the workplace. Mentoring refers to a long-term process that follows an informal approach in training in the workplace. Mentoring Technique to Support Team Members How the Technique is Used in the Workplace a. Active listening b. Mind mapping BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 25
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Learner Assessment Pack Question 8 Listed in the table below are coaching techniques commonly used in the workplace to provide support. Briefly explain how each technique is used in the workplace. Coaching refers to a short-term process that follows a more structured and formal approach in training in the workplace. Coaching Technique to Support Team Members How the Technique is Used in the Workplace a. Identify each team member’s strengths and weaknesses b. Provide constructive feedback 26 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Question 9 Listed in the table below are strategies commonly used to resolve conflict. Briefly describe how each strategy can be applied in conflict resolution. Conflict resolution refers to the process by which two or more parties in a dispute reach an agreement that peacefully resolves their dispute. Conflict Resolution Strategy Description of How Each Conflict Resolution Strategy is Applied in Conflict Resolution a. Recognise differences in perceptions b. Avoid escalating tensions between involved parties BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 27
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Learner Assessment Pack Question 10 Listed in the table below are strategies commonly used in negotiations. Briefly describe how each strategy can be applied in negotiations. Negotiation refers to the process by which two or more parties with the same objective but have conflicting means to reach that objective settle on a decision that mutually benefits them. Negotiation Strategy Description of How Negotiation Strategy is Applied in Negotiation a. Problem solving b. Contending 28 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Question 11 Listed in the table below are two methods of communication. Briefly explain how each identified method of communication is applied in the workplace. Methods of Communication How the Method of Communication is Applied in the Workplace a. Face to face informal communication b. Email BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 29
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Learner Assessment Pack Question 12 Listed in the table below are at least two styles of communication. Briefly explain each style of communication in the table below. Styles of communication refer to the manner of one’s interaction and communication with others. Styles of Communication Explanation of Style of Communication a. Analytical b. Intuitive 30 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Question 13 Listed in the table below are two key principles of cross-cultural communication. Key principles refer to what must be taken into consideration when communicating with others from different cultural backgrounds in the workplace. Cross-cultural communication is communication between at least two or more people from different cultural backgrounds. Briefly explain why each key principle of cross-cultural communication must be considered when communicating in the workplace. Key Principles of Cross-Cultural Communication Explanation for Why Each Key Principle of Cross-Cultural Communication must be Considered when Communicating in the Workplace a. Contexts of culture b. Nonverbal differences BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 31
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Learner Assessment Pack Question 14 Identify at least two key principles of communication with the following: Individuals with special needs Individuals with special needs refer to people with cultural or lifestyle requirements that affect how they communicate. Individuals with disabilities Individuals with disabilities refer to people with physical or mental disabilities that affect how they communicate. Key principles refer to what must be taken into consideration when communicating with others with special needs or disabilities in the workplace. Individuals with Special Needs Key Principles of Communication with Individuals with Special Needs a. Aboriginals/Torres Strait Islanders b. Culturally and linguistically diverse audience Individuals with Disabilities Key Principles of Communication with Individuals with Disabilities a. Individual with hearing impairment b. Individual with mental disability 32 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Question 15 Listed in the table below are at least two leadership behaviours. Briefly explain how each leadership behaviour is demonstrated in the workplace. Leadership behaviours refer to characteristics and actions typically demonstrated by effective leaders. These behaviours allow leaders to guide others to meet their goals in the workplace. Leadership Behaviours How the Leadership Behaviour is Demonstrated in the Workplace a. Compassionate management b. Initiating change BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 33
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Learner Assessment Pack Question 16 Listed in the table below are three typical workplace contingencies. Briefly explain how each contingency can impact teams in the workplace. Contingencies refer to unexpected situations that can arise when working on team tasks. Typical Workplace Contingencies that can Impact Teams in the Workplace How the Contingencies Impact Teams in the Workplace a. Unplanned leave or absence of workers b. Reallocation of work tasks c. Succession planning for important team roles 34 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Question 17 Answer the guide questions for workplace challenges in the table below. a. Outline at least one process for solving difficulties performing tasks in the workplace. For reference, you can access Bounce Fitness’s procedures for continuous improvement through the link below. Continuous Improvement Procedures https://bouncefitness.precisiongroup.com.au/procedures/quality/ b. Outline at least one process for solving the following: i. Conflict with clients For reference, you can access Bounce Fitness’s policy for complaints through the link below. Complaints Policy https://bouncefitness.precisiongroup.com.au/policies/customer-relationship-management- 1/ BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 35
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Learner Assessment Pack ii. Conflict with team members For reference, you can access Bounce Fitness’s policy and procedures for mediation through the link below. Mediation Policies and Procedures https://bouncefitness.precisiongroup.com.au/policies/human-resource-policy/ c. Outline at least one process for solving potential risks or safety hazards in the workplace. These refer to workplace conditions that are considered unsafe and can cause injury or illness to the team and others. For reference, you can access Bounce Fitness’s policy and procedures for risk management through the link below. Risk Management Policy and Procedures https://bouncefitness.precisiongroup.com.au/policies/whs-and-emergency-policy-2/ 36 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack d. Outline at least one process for solving unethical or inappropriate behaviour in the workplace. For reference, you can access Bounce Fitness’s policy and procedures for workplace harassment prevention through the link below. Workplace Harassment Prevention Policy https://bouncefitness.precisiongroup.com.au/policies/human-resource-policy/ BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 37
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Learner Assessment Pack Practical Assessment The Practical Assessment is a set of tasks that must be completed in a workplace, or in an environment with conditions similar to that of a real workplace. To be assessed for this unit of competency, you must demonstrate your skills and knowledge to effectively lead and facilitate a team in a workplace within any industry. Wherever possible, this assessment must be completed in your own workplace, including the gathering of evidence. Where a current workplace is not available, you must conduct your practical assessment in an environment where conditions are typical of those experienced in a workplace. The environment must provide you access to all the resources required to complete this assessment. If you don’t have access to a suitable workplace, discuss with your assessor any adjustments required to the tasks to conduct a simulated workplace assessment. IMPORTANT! All signatures/initials in your submissions, including yours, must be handwritten and dated. Submissions with signatures/initials must be scanned. The supervisor/observer who completes and signs your evidence submissions must provide their real name, contact number, and email address for your assessor’s reference. Should you encounter issue or concerns regarding your assessment, contact your assessor. 38 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Workplace Supervisor/Assessor Instructions Dear Workplace Supervisor/Assessor, Thank you for allowing and assisting the learner to complete this project in ( please tick at least one ): the workplace. a simulated workplace environment. This project requires the learner to effectively lead and facilitate a team in a workplace within any industry. The learner will discuss with you the requirements they must complete and the resources they need to access in the assessment environment for this project. Your Role as the Learner’s Supervisor/Assessor There are activities in this project that will require your involvement. This includes: providing the learner access to the resources required for this project. participating in the activities included in this project, including: o observing the learner as they complete these activities, o signing the learner’s submissions, o providing feedback on the learner’s performance, and o providing guidance to the learner as they complete these activities in the selected assessment environment. testifying that the learner has completed these activities in accordance with the workplace standards, policies, and procedures, and in accordance with the requirements of this project. being contacted by the learner’s training provider through a phone call or email to further verify that the learner has completed the activities included in this project to a satisfactory level and to verify the authenticity of the learner’s document submissions. Discuss any queries about the project and associated requirements with the learner. If the learner cannot answer your questions about the project, please contact the learner’s assessor/training provider. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 39
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Learner Assessment Pack 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. 40 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 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) 41
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Learner Assessment Pack 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 42 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Team objectives refer to a list of shared SMART (specific, measurable, attainable, 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 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 43
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Learner Assessment Pack responsibilities identified. Record the information in the Performance Plan template. 8. Submit the following to your assessor: Completed Team Responsibilities template At least two completed Performance Plan templates 44 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 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) 45
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Learner Assessment Pack Team Responsibilities Legislation Reviewed Legal Responsibility Regulation Reviewed Regulatory Responsibility Organisational Policy and Procedures Reviewed Organisational Responsibility Code of Ethics Reviewed Ethical Responsibility 46 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 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) 47
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Learner Assessment Pack 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: 48 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack The completed Work Accountability Strategies template The completed Contingency Plan template BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 49
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Learner Assessment Pack Work Accountability Strategies Completed by Workplace/ Organisation Date Completed Work Accountability Strategies a. b. 50 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 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) 51
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Learner Assessment Pack 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 52 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 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) 53
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Learner Assessment Pack 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) 54 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 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) 55
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Learner Assessment Pack Agenda Item 2 Task Assignments Discussion Agenda Item 3 Performance Plans for Each Team Member Discussion 56 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Agenda Item 4 Work Accountability Strategies Discussion Agenda Item 5 Contingency Plans Discussion BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 57
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Learner Assessment Pack Observation Form (For Assessor’s Use Only) INSTRUCTIONS TO THE ASSESSOR The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form. Before observing the learner: Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment. Ensure that the learner understands the requirements of the task and the skill requirements before proceeding. For this assessment, the learner is required to meet with their team members to discuss details of their team’s task. Prior to conducting the meeting, discuss with the learner to ensure that they have access to the following: A safe environment to conduct the meeting ( please tick at least one ) : the workplace: Indicate location of assessment. a simulated workplace environment: Indicate location of assessment. Assessment requirements ( please tick all requirements found in the assessment environment) : At least two team members Meeting Minutes template Completed Team Responsibilities template At least two completed Performance Plan templates Completed Work Accountability Strategies template Completed Contingency Plan template Video camera or a mobile phone with video recording capabilities Only if direct observation is not possible. Continued on the next page. 58 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Your Role as the Observer/Assessor You are required to observe the learner discuss details of their team’s task with their team members. The learner will provide you a copy of the Observation Form which you must complete during the observation task. Select the method of observation to be conducted: Direct observation Assessor must be physically present in the assessment environment. Observation via video recording Learner and the assessment requirements must be present in the video recording. Complete the Observation Form for this task: Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task. Indicate the date when the observation is conducted. Tick each item in the form as ‘YES’ if the learner satisfactorily demonstrates each skill requirement based on the criteria provided. Write objective feedback on how the learner demonstrated each skill requirement based on your observation. Tick each item in the form as ‘NO’ if the learner does not satisfactorily demonstrate each skill requirement. Write objective feedback including additional information on how the learner can satisfactorily demonstrate this requirement for this task. Provide an overall feedback on the learner’s performance to assist the learner in addressing any areas of improvement. Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation. Discuss any further queries about the task and associated requirements with the learner before commencing. Observation Form begins on the next page. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 59
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Learner Assessment Pack Observation Form Learner Name: Name of Workplace/ Organisation: Task Title Refer to task title. Date of Observation: Did the learner demonstrate the following during the meeting with team members? Yes No Comments 1. Facilitate the following types of communication between team members a. Open communication Did the learner: Provide each team member a chance to speak Ask for feedback regarding the team task and task assignments b. Respectful communication Did the learner: Actively listen to each team member (e.g. not interrupting, maintaining eye contact) Use polite language in interacting with team members 60 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 2. Facilitate the following types of collaboration between team members a. Open collaboration Did the learner: Allow each team member to provide suggestions or opinions regarding the team task Provide suggestions to encourage each team member to meet their expected outcomes, goals, and behaviours b. Respectful collaboration Did the learner: Apologise for any missteps that were made during the activity Take each team member’s suggestions into consideration equally 3. Considers the needs of team members from diverse backgrounds Did the learner: Answer questions about the instructions patiently and with sufficient context Use simple words as much as possible to ensure that all team members understand information BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 61
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Learner Assessment Pack 4. Uses appropriate communication practices for: a. Communicating with team members Did the learner: Avoid excessive use of gestures Speak clearly and at an even pace (e.g. does not talk too fast or too slow) b. Facilitating activities Did the learner: Answer questions about the activity instructions Provide context to activity instructions for team members from diverse backgrounds 5. Establishes the following with team members to foster a positive team environment a. Relationships Did the learner: Greet each team member politely Allow each team member to share their thoughts b. Rapport Did the learner: Ask each team member about their interests Ask each team member open questions about appropriate topics 62 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 6. Builds the following with team members to foster a positive team environment: a. Relationships Did the learner: Ask each team member about themselves Avoid excessive sharing of their interests to the team b. Rapport Did the learner: Offer compliments to team members when appropriate Listen attentively to each team member by not interrupting 7. Recognises the following: a. Perspectives of team members Did the learner: Allow each team member to explain their perspectives Take into consideration each team member’s perspective before making a decision b. Diversity of opinion Did the learner: Take into consideration each team member’s opinion Speak reasonably when disagreeing with a team member’s opinions BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 63
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Learner Assessment Pack 8. Provides appropriate instructions Did the learner: Provide sufficient context for each instruction Consider the level of understanding that each team member has when giving instructions 9. Explain the following responsibilities as identified in the learner’s completed Team Responsibilities template: Did the learner: Discuss the ethical responsibility as identified in the ‘Ethical Responsibility’ section Discuss the legal responsibility as identified in the ‘Legal Responsibility’ section Discuss the regulatory responsibility as identified in the ‘Regulatory Responsibility’ section Discuss the organisational responsibility as identified in the ‘Organisational Responsibility’ section 10. Communicate common team objectives to team members: Did the learner: Take time to carefully explain the expected goals of each team member Provide each team member with helpful suggestions to meet their expected goals 64 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack OVERALL FEEDBACK TO LEARNER ASSESSOR DECLARATION By signing here, I confirm that I have observed the learner, whose name appears above, perform/demonstrate the skills outlined in this Observation Form during the facilitation cross- collaboration opportunities. I further confirm that the information recorded on this Observation Form is true and accurately reflects the learner’s performance during this task. Assessor Name: RTO Name: Signature: Date signed: BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 65
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Learner Assessment Pack 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 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 66 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 67
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Learner Assessment Pack 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. 68 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 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 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 69
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Learner Assessment Pack b. Internal team collaboration d. One-on-one collaboration 70 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 71
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Learner Assessment Pack ASSESSOR DECLARATION TO THE ASSESSOR By signing in the spaces provided below, you are confirming that you have observed the learner, whose name appears above, facilitated the cross-collaboration opportunities identified above. Assessor Name: RTO Name: Position: Signature: 72 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 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: 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) 73
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Learner Assessment Pack 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) 74 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Organisational Standards Completed by Workplace/ Organisation Date Completed Organisational Document Timeframe Required for Giving Feedback Organisational Requirements for Giving Constructive Feedback BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 75
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Learner Assessment Pack 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: 76 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 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) 77
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Learner Assessment Pack Observation Form (For Assessor’s Use Only) INSTRUCTIONS TO THE ASSESSOR The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form. Before observing the learner: Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment. Ensure that the learner understands the requirements of the task and the skill requirements before proceeding. For this assessment, the learner is required to facilitate the cross-collaboration opportunities from Task 2.2 . Prior to participation, discuss with the learner to ensure that they have access to the following: A safe environment to participate in the cross-collaboration opportunities ( please tick at least one ) : the workplace: Indicate location of assessment. a simulated workplace environment: Indicate location of assessment. Assessment requirements ( please tick all requirements found in the assessment environment) : At least two team members At least two people outside the 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 Collaboration Opportunities template Video camera or a mobile phone with video recording capabilities Only if direct observation is not possible. Continued on the next page. 78 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Your Role as the Observer/Assessor You are required to observe the learner facilitate cross-collaboration opportunities. The learner will provide you a copy of the Observation Form which you must complete during the observation task. Select the method of observation to be conducted: Direct observation Assessor must be physically present in the assessment environment. Observation via video recording Learner and the assessment requirements must be present in the video recording. Complete the Observation Form for this task: Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task. Indicate the date when the observation is conducted. Tick each item in the form as ‘YES’ if the learner satisfactorily demonstrates each skill requirement based on the criteria provided. Write objective feedback on how the learner demonstrated each skill requirement based on your observation. Tick each item in the form as ‘NO’ if the learner does not satisfactorily demonstrate each skill requirement. Write objective feedback including additional information on how the learner can satisfactorily demonstrate this requirement for this task. Provide an overall feedback on the learner’s performance to assist the learner in addressing any areas of improvement. Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation. Discuss any further queries about the task and associated requirements with the learner before commencing. Observation Form begins on the next page. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 79
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Learner Assessment Pack Observation Form Learner Name: Name of Workplace/ Organisation: Task Title Start Date of Observation: End Date of Observation: Did the learner demonstrate the following during the facilitation of cross-collaboration opportunities? Yes No Comments 1. Use appropriate communication practices for: a. Communicate with team members Did the learner: Avoid excessive use of gestures Speak clearly and at an even pace (e.g. does not talk too fast or too slow) b. Facilitate activities Did the learner: Answer questions about the activity instructions in a professional tone (e.g. speaking patiently towards team) Provide context to activity instructions for team members from diverse backgrounds 80 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 2. Recognise the following: a. Perspectives of team members Did the learner: Listen closely when team members are sharing opinions (e.g. not interrupting, not making snide comments, etc) Avoid making derogatory comments about each team member’s background b. Diversity of opinion Did the learner: Take into consideration each team member’s opinion Speak reasonably when disagreeing with a team member’s opinions OVERALL FEEDBACK TO LEARNER BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 81
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Learner Assessment Pack ASSESSOR DECLARATION By signing here, I confirm that I have observed the learner, whose name appears above, perform/demonstrate the skills outlined in this Observation Form during the facilitation of cross- collaboration opportunities. I further confirm that the information recorded on this Observation Form is true and accurately reflects the learner’s performance during this task. Assessor Name: RTO Name: Signature: Date signed: 82 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 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. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 83
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Learner Assessment Pack 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 . 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. 84 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 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. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 85
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Learner Assessment Pack 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 86 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 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) 87
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Learner Assessment Pack 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 88 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 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) 89
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Learner Assessment Pack 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) 90 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 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 Add more sections as needed. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 91
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Learner Assessment Pack Observation Form (For Assessor’s Use Only) INSTRUCTIONS TO THE ASSESSOR The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form. Before observing the learner: Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment. Ensure that the learner understands the requirements of the task and the skill requirements before proceeding. For this assessment, the learner is required to conduct individual meetings with each of their team members. Prior to conducting the meeting, discuss with the learner to ensure that they have access to the following: A safe environment to conduct the role play session ( please tick at least one ) : the workplace: Indicate location of assessment. a simulated workplace environment: Indicate location of assessment. Assessment requirements ( please tick all requirements found in the assessment environment) : At least two team members At least two Meeting Minutes templates Completed Performance Evaluation template Completed Organisational Standards template Video camera or a mobile phone with video recording capabilities Only if direct observation is not possible. Continued on the next page. 92 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Your Role as the Observer/Assessor You are required to observe the learner provide performance feedback to each team member. The learner will provide you a copy of the Observation Form which you must complete during the observation task for each meeting. Select the method of observation to be conducted: Direct observation Assessor must be physically present in the assessment environment. Observation via video recording Learner and the assessment requirements must be present in the video recording. Complete the Observation Form for this task: Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task. Indicate the date when the observation is conducted. Tick each item in the form as ‘YES’ if the learner satisfactorily demonstrates each skill requirement based on the criteria provided. Write objective feedback on how the learner demonstrated each skill requirement based on your observation. Tick each item in the form as ‘NO’ if the learner does not satisfactorily demonstrate each skill requirement. Write objective feedback including additional information on how the learner can satisfactorily demonstrate this requirement for this task. Provide an overall feedback on the learner’s performance to assist the learner in addressing any areas of improvement. Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation. Discuss any further queries about the task and associated requirements with the learner before commencing. Observation Form begins on the next page. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 93
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Learner Assessment Pack Observation Form Learner Name: Name of Workplace/ Organisation: Task Title Refer to task title. Date of Observation: Did the learner demonstrate the following during each meeting with each team member? Yes No Comments 1. Use appropriate communication practices when communicating with team members Did the learner: Avoid excessive use of gestures Speak clearly and at an even pace (e.g. does not talk too fast or too slow) 94 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 2. Adhere to the following requirements as identified in the learner’s approved Organisational Standards template: Did the learner: a. Follow the required timeframe for giving feedback as identified in the ‘Timeframe Required for Giving Feedback’ section b. Follow the organisational requirements for giving constructive feedback as identified in the ‘Organisational Requirements for Giving Constructive Feedback’ section 3. Provide feedback for each team member’s performance Did the learner: Discuss which expected areas of performance were met Discuss which expected areas of performance were not met OVERALL FEEDBACK TO LEARNER BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 95
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Learner Assessment Pack ASSESSOR DECLARATION By signing here, I confirm that I have observed the learner, whose name appears above, perform/demonstrate the skills outlined in this Observation Form during each individual meeting. I further confirm that the information recorded on this Observation Form is true and accurately reflects the learner’s performance during this task. Assessor Name: RTO Name: Signature: Date signed: 96 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 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) 97
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Learner Assessment Pack 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. 98 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Action Plan Completed by Workplace/Organisation Date Completed Individual Training Needs Individual Training Need Learning Opportunity Planned Date of Implementation Expected Outcome Date Implemented Actual Outcome Assessor’s Signature BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 99
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Learner Assessment Pack Individual Training Need Development Opportunity Planned Date of Implementation Expected Outcome Date Implemented Actual Outcome Assessor’s Signature 100 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Addressing Team Training Needs Team Training Need Learning Opportunity Planned Date of Implementation Expected Outcome Date Implemented Actual Outcome Assessor’s Signature Team Training Need Development Opportunity Planned Date of Implementation Expected Outcome Date Implemented Actual Outcome Assessor’s Signature BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 101
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Learner Assessment Pack ASSESSOR DECLARATION TO THE ASSESSOR By signing in the spaces provided below, you are confirming that you have observed the learner, whose name appears above, facilitated the learning and development opportunities identified above. Assessor Name: RTO Name: Position: Signature: 102 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 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 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) 103
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Learner Assessment Pack Observation Form (For Assessor’s Use Only) INSTRUCTIONS TO THE ASSESSOR The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form. Before observing the learner: Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment. Ensure that the learner understands the requirements of the task and the skill requirements before proceeding. For this assessment, the learner is required to implement learning and development opportunities. Prior to conducting the meeting, discuss with the learner to ensure that they have access to the following: A safe environment to conduct the role play session ( please tick at least one ) : the workplace: Indicate location of assessment. a simulated workplace environment: Indicate location of assessment. Assessment requirements ( please tick all requirements found in the assessment environment) : At least two team members Action Plan template Additional resources needed to conduct each: Learning opportunities Development opportunities Video camera or a mobile phone with video recording capabilities Only if direct observation is not possible. Continued on the next page. 104 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Your Role as the Observer/Assessor You are required to observe the learner implement each learning and development opportunity. The learner will provide you a copy of the Observation Form which you must complete during the observation task. Select the method of observation to be conducted: Direct observation Assessor must be physically present in the assessment environment. Observation via video recording Learner and the assessment requirements must be present in the video recording. Complete the Observation Form for this task: Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task. Indicate the date when the observation is conducted. Tick each item in the form as ‘YES’ if the learner satisfactorily demonstrates each skill requirement based on the criteria provided. Write objective feedback on how the learner demonstrated each skill requirement based on your observation. Tick each item in the form as ‘NO’ if the learner does not satisfactorily demonstrate each skill requirement. Write objective feedback including additional information on how the learner can satisfactorily demonstrate this requirement for this task. Provide an overall feedback on the learner’s performance to assist the learner in addressing any areas of improvement. Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation. Discuss any further queries about the task and associated requirements with the learner before commencing. Observation Form begins on the next page. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 105
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Learner Assessment Pack Observation Form Learner Name: Name of Workplace/ Organisation: Task Title Refer to task title. Date of Observation: Did the learner demonstrate the following during the implementation of each opportunity? Yes No Details of Observation Comments 1. Use appropriate communication practices when facilitating activities Did the learner: Observed by: Initials: Date observed: Answer questions about the activity instructions in a professional tone (e.g. speaking patiently towards team) Provide context to activity instructions for team members from diverse backgrounds 106 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack 2. Builds the following with team members to foster a positive team environment a. Relationships Did the learner: Observed by: Initials: Date observed: Ask each team member about themselves Avoid excessive sharing of their interests to the team b. Rapport Did the learner: Observed by: Initials: Date observed: Offer compliments to team members when appropriate Listen attentively to each team member by not interrupting OVERALL FEEDBACK TO LEARNER BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 107
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Learner Assessment Pack ASSESSOR DECLARATION By signing here, I confirm that I have observed the learner, whose name appears above, perform/demonstrate the skills outlined in this Observation Form during the implementation of learning and development opportunities I further confirm that the information recorded on this Observation Form is true and accurately reflects the learner’s performance during this task. Assessor Name: RTO Name: Signature: Date signed: 108 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Case Study Assessment Case Study Assessment Overview This assessment will require you to support your team The assessment contains one part: 1. Case Study Assessment Part IV Support Team This section includes hypothetical situations based on the simulated business, Bounce Fitness http://bouncefitness.precisiongroup.com.au . This will not require you to access a real workplace, however, the task must be completed in an environment where conditions are typical of those experienced in a workplace, including the gathering of evidence. The simulated environment must provide you access to all the resources outlined under each part of the assessment. In some instances, you may be required to access volunteers undertaking real work roles to assist you in completing the tasks. Ensure that to discuss with your assessor any adjustments you will require for each task before commencing. Read the instructions in this project carefully before proceeding. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 109
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Learner Assessment Pack Part 4. Support Team Task Overview This part of the project requires you to support your team. Specifically, you are required to: Provide coaching to staff to enhance workplace culture Support individuals according to organisational requirements to work towards common team goals Facilitate team to identify, brainstorm, report and resolve task related issues and inefficiencies Use problem solving skills to deal with any team, task, or individual challenges Resources Required: To complete this project, you will need access to the following: A simulated workplace that will allow you access to: o Policies and procedures relevant to Supporting individuals in the workplace Managing conflict Addressing workplace challenges identified in Task 4.3 o At least two volunteers who will play as your team members: 110 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Part 4 Case Study Overview Teamwork Challenges You are currently working as a team lead in Bounce Fitness. You have noticed in recent reports and customer complaints that there seems to be issues within your team’s performance. As team lead, it is your duty to help resolve these issues to improve performance in the workplace. Review the case study scenarios outlined below before starting Task 4.1. Conflict with Clients Two of your customers, a married couple, are unhappy with the service your team member recently provided. Their complaint is that your team member had been very inappropriate towards them. Your team member had flirted with one of the customers, and upon rejection of their advances, was indifferent to the customers’ concerns. The customers had to request service from a different team member to attend to their concerns. Due to this, the other team member was unable to attend to the concerns of other customers. The customers they were unable to attend to were not satisfied and had also filed a complaint about their performance. As team leader, you are accountable for your team members. You are to facilitate a meeting to coach your team members to improve their behaviour and performance. Access the character brief required for this case study scenario from the link provided below: Conflict with Clients Character Brief https://bouncefitness.precisiongroup.com.au/supplementary-files/cross-sector-bsbxtw401/ Discuss the character brief with your volunteers before conducting your role play activity. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 111
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Learner Assessment Pack Safety Hazards A recent customer complaint has been filed to you regarding the equipment and facilities of Bounce Fitness. According to the complaint, one of the treadmills is malfunctioning. The customer reported that the treadmill’s speed varies involuntarily as they are running. The customer had also reported that some hand weights were not put away and were scattered around the facilities. You ask the team member who was assigned to this duty what happened. They had explained that they were unable to completely check the equipment due to another team member inviting them to join them on their break. The assigned team member had complied despite not being on their own break schedule. Bounce Fitness has a rule that each team member is to take their break one at a time. This means that if one team member is on break, the other team member must remain on duty to attend to customers. This has caused both your team members to argue with one another on who is at fault. As a fitness instructor, you are to facilitate a meeting to resolve these safety hazards in the workplace. Access the character brief required for this case study scenario from the link provided below: Safety Hazards Character Brief https://bouncefitness.precisiongroup.com.au/supplementary-files/cross-sector-bsbxtw401/ Discuss the character brief with your volunteers before conducting your role play activity. 112 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Task 4.1 Identify Task-Related Issues and Inefficiencies ASSESSMENT INSTRUCTIONS 1. To complete this task, you must conduct a meeting with your team members to discuss task-related issues and inefficiencies. 2. Enlist the assistance of at least two volunteers to undertake the role of your team members. Discuss with your volunteers the role they will undertake. Ensure that they are able to participate throughout this part of the practical assessment. 3. Locate the following templates found within this workbook: 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 role play activity. Meeting Minutes Use this template to record your meeting with your team members. Conflict with Clients Character Brief Safety Hazards Character Brief Review these character briefs with your volunteers to understand the roles they will undertake for the meeting. 4. Review the instruction 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 role play activity. 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. 5. Review the case studies presented above with your team members. 6. Locate the Organisational Requirement Outline found within this workbook. You must complete your Organisational Requirement Outline template: a. Identify at least one Bounce Fitness policy or procedure document relevant to each of the following situations i. Supporting individuals ii. Managing conflict BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 113
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Learner Assessment Pack Access the Bounce Fitness policy and procedure documents in the link below: Bounce Fitness Policies and Procedures https://bouncefitness.precisiongroup.com.au/category/policies-and-procedures/ b. Outline at least one requirement to address each situation listed above based on the documents you reviewed. Your identified requirements will be used by your assessor as basis for the Observation Form in a succeeding task. 7. Before conducting the role-play meeting, access the Meeting Minutes template found within this workbook. 8. During the meeting: a. Implement the organisational requirements identified in the Organisational Requirement Outline b. Discuss the case studies provided. i. Identify what was not done properly for each case study scenario. ii. Coach team members on the proper behaviour that should have demonstrated c. Facilitate the following based on your discussion: i. Identify the following for each case study scenario: At least one task-related issue These refer to problems that prevent the completion of a task. At least one task-related inefficiency These refer to instances where resources allocated for a task are not used efficiently. 114 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack ii. Brainstorm for at least one action item for resolving each of the following: At least two task-related issues At least two task-related inefficiencies iii. Have your team members report the action items they have come up with for resolving each of the task-related issues and inefficiencies 9. Record the discussion in the Meeting Minutes . 10. Have all attendants sign beside their name after the meeting in the Meeting Minutes . Their signatures must be handwritten. 11. Locate the Issues and Inefficiencies Plan template found within this workbook. Use this template to record task-related issues and inefficiencies. 12. Partially complete your Issues and Inefficiencies Plan by identifying the following information. Use the information recorded in your Meeting Minutes as reference. At least two-task related issues At least two task-related inefficiencies At least one action item to resolve each: o Task related issue o Task-related inefficiency For each action item, identify the following: o Planned date of implementation o Expected outcome Ensure to leave the following sections blank. These sections will be completed after implementation of each action item. o Actual outcome o Date implemented o Assessor’s signature o Assessor Declaration Form These sections will be completed in a succeeding task. 13. Submit the following to your assessor: Completed Organisational Requirement Outline template Completed Meeting Minutes template Partially completed Issues and Inefficiencies Plan template BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 115
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Learner Assessment Pack Video recording (ONLY if direct observation is not possible) Organisational Requirement Outline Completed By Workplace/ Organisation Date Completed Organisational Requirement for Supporting Individuals Bounce Fitness Document Requirement: Organisational Requirement for Managing Conflict Bounce Fitness Document Requirement: 116 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Meeting Minutes Date: Time: Location: Purpose of the meeting Facilitator Notetaker Attendees Please sign beside your name after the meeting. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 117
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Learner Assessment Pack Agenda Item 1 Case Studies Discussion Agenda Item 2 Task-Related Issues Discussion 118 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Agenda Item 3 Task-Related Inefficiencies Discussion Agenda Item 4 Action Items Discussion BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 119
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Learner Assessment Pack Issues and Inefficiencies Plan Completed by Workplace/Organisation Date Completed Task-Related Issue Action Item Planned Date of Implementation Expected Outcome Date Implemented Actual Outcome Assessor’s Signature a. b. 120 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Task-Related Inefficiency Action Item Planned Date of Implementation Expected Outcome Date Implemented Actual Outcome Assessor’s Signature a. b. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 121
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Learner Assessment Pack ASSESSOR DECLARATION TO THE ASSESSOR By signing in the spaces provided below, you are confirming that you have observed the learner, whose name appears above, implemented the coaching activities for resolving task-related issues and inefficiencies identified above. Assessor Name: RTO Name: Position: Signature: 122 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Observation Form (For Assessor’s Use Only) INSTRUCTIONS TO THE ASSESSOR The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form. Before observing the learner: Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment. Ensure that the learner understands the requirements of the task and the skill requirements before proceeding. For this assessment, the learner is required to meet with their team members to discuss about task-related issues and inefficiencies based on the case studies provided for this task. Prior to conducting the meeting, discuss with the learner to ensure that they have access to the following: A safe environment to conduct the meeting ( please tick at least one ) : the workplace: Indicate location of assessment. a simulated workplace environment: Indicate location of assessment. Assessment requirements ( please tick all requirements found in the assessment environment) : At least two volunteers Meeting Minutes template Video camera or a mobile phone with video recording capabilities Only if direct observation is not possible. Continued on the next page. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 123
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Learner Assessment Pack Your Role as the Observer/Assessor You are required to observe the learner meet with their team members to discuss about task-related issues and inefficiencies based on the case studies provided for this task. The learner will provide you a copy of the Observation Form which you must complete during the observation task. Select the method of observation to be conducted: Direct observation Assessor must be physically present in the assessment environment. Observation via video recording Learner and the assessment requirements must be present in the video recording. Complete the Observation Form for this task: Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task. Indicate the date when the observation is conducted. Tick each item in the form as ‘YES’ if the learner satisfactorily demonstrates each skill requirement based on the criteria provided. Write objective feedback on how the learner demonstrated each skill requirement based on your observation. Tick each item in the form as ‘NO’ if the learner does not satisfactorily demonstrate each skill requirement. Write objective feedback including additional information on how the learner can satisfactorily demonstrate this requirement for this task. Provide an overall feedback on the learner’s performance to assist the learner in addressing any areas of improvement. Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation. Discuss any further queries about the task and associated requirements with the learner before commencing. Observation Form begins on the next page. 124 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Observation Form Learner Name: Name of Workplace/ Organisation: Task Title Refer to task title. Date of Observation: Did the learner demonstrate the following during the meeting with project team members? Yes No Comments 1. Use appropriate communication practices when communicating with team members Did the learner: Avoid excessive use of gestures Speak clearly and at an even pace (e.g. does not talk too fast or too slow) 2. Implement the organisation requirements identified in the Organisational Requirements Outline Did the learner: Implement the ‘Organisational Requirement for Supporting Individuals’ identified in the template Implement the ‘Organisation Requirement for Managing Conflict’ identified in the template BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 125
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Learner Assessment Pack 3. Facilitate team to identify task-related issues and inefficiencies Did the learner: Ask each team member for their feedback regarding the case studies Ask each team member for reasons why the task was not done properly 4. Facilitate team to brainstorm for task-related issues and inefficiencies Did the learner: Ask each team member how they can resolve task-related issues and inefficiencies Narrow down reasons why there are task- related issues and inefficiencies to further assist team members in coming up with action items 5. Facilitate team to report for task-related issues and inefficiencies Did the learner: Ask each team member for the action items they have come up with for each issue and inefficiency Provide each team member with sufficient time to report each action item OVERALL FEEDBACK TO LEARNER 126 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack ASSESSOR DECLARATION By signing here, I confirm that I have observed the learner, whose name appears above, perform/demonstrate the skills outlined in this Observation Form during the meeting. I further confirm that the information recorded on this Observation Form is true and accurately reflects the learner’s performance during this task. Assessor Name: RTO Name: Signature: Date signed: BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 127
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Learner Assessment Pack Task 4.2 Provide Support ASSESSMENT INSTRUCTIONS 1. Review the following templates from Task 4.1: Your completed Organisational Requirement Outline Your partially completed Issues and Inefficiencies Plan 2. Locate the Observation Form 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 the methods for resolving task-related issues and inefficiencies. 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 the Observation Form. If direct observation is not possible, record the implementation in a video. Ensure to obtain permissions first from persons involved before doing so. 4. Before implementation, provide your assessor with a copy of your completed Organisational Requirement Outline . Your assessor will use your outline as basis for the observation. 5. Implement the following from your Issues and Inefficiencies Plan : At least one action item for resolving each: o Task-related issue o Task-related inefficiency During implementation, record the following for each action item: Actual outcome Date implemented 6. Have your assessor sign the Assessor’s Signature column and the Assessor Declaration Form found at the end of the Issues and Inefficiencies Plan . This is to ensure that each coaching activity was implemented following the responses in the Issues and Inefficiencies Plan . Assessor’s signature must be handwritten 7. Submit the following to your assessor: Completed Issues and Inefficiencies Plan 128 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Video recording (ONLY if direct observation is not possible) Observation Form (For Assessor’s Use Only) INSTRUCTIONS TO THE ASSESSOR The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form. Before observing the learner: Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment. Ensure that the learner understands the requirements of the task and the skill requirements before proceeding. For this assessment, the learner is required to meet with their team members to implement action items to resolve each task-related issue and inefficiency identified in Task 4.1. Prior to implementation, discuss with the learner to ensure that they have access to the following: A safe environment to conduct the meeting ( please tick at least one ) : the workplace: Indicate location of assessment. a simulated workplace environment: Indicate location of assessment. Assessment requirements ( please tick all requirements found in the assessment environment) : At least two volunteers undertaking the role of team members Issues and Inefficiencies Plan template Organisational Requirement Outline template Video camera or a mobile phone with video recording capabilities Only if direct observation is not possible. Continued on the next page. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 129
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Learner Assessment Pack Your Role as the Observer/Assessor You are required to observe the learner meet with their team members to implement action items to resolve task-related issues and inefficiencies. The learner will provide you a copy of the Observation Form which you must complete during the observation task. Select the method of observation to be conducted: Direct observation Assessor must be physically present in the assessment environment. Observation via video recording Learner and the assessment requirements must be present in the video recording. Complete the Observation Form for this task: Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task. Indicate the date when the observation is conducted. Tick each item in the form as ‘YES’ if the learner satisfactorily demonstrates each skill requirement based on the criteria provided. Write objective feedback on how the learner demonstrated each skill requirement based on your observation. Tick each item in the form as ‘NO’ if the learner does not satisfactorily demonstrate each skill requirement. Write objective feedback including additional information on how the learner can satisfactorily demonstrate this requirement for this task. Provide an overall feedback on the learner’s performance to assist the learner in addressing any areas of improvement. Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation. Discuss any further queries about the task and associated requirements with the learner before commencing. Observation Form begins on the next page. 130 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Observation Form Learner Name: Name of Workplace/ Organisation: Task Title Refer to task title. Date of Observation: Did the learner demonstrate the following during the implementation? Yes No Comments 1. Uses appropriate communication practices when facilitating activities Did the learner: Answer questions about the activity instructions in a professional tone (e.g. speaking patiently towards team) Provide context to activity instructions for team members from diverse backgrounds 2. Adheres to the following requirements found in the learner’s completed Organisational Requirement Outline Did the learner: Follow the organisational requirement for providing support to teams in the workplace as identified in the ‘Organisational Requirement for Supporting Individuals’ section OVERALL FEEDBACK TO LEARNER BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 131
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Learner Assessment Pack ASSESSOR DECLARATION By signing here, I confirm that I have observed the learner, whose name appears above, perform/demonstrate the skills outlined in this Observation Form during the implementation. I further confirm that the information recorded on this Observation Form is true and accurately reflects the learner’s performance during this task. Assessor Name: RTO Name: Signature: Date signed: 132 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Team Challenges As team lead, you’ve recently noticed that your team seems to be facing challenges with regards to their performance. You’ve conducted a discussion with each team member and upon collation of the discussion notes, you’ve noticed that there are common problems throughout the team. One common problem is lack of communication; project updates are not being communicated and researched information are not being shared among the team. The other common problem is conflict in opinions and methods; your team members are unable to compromise with each other and just end up constantly disagreeing with each other. Task Challenges You have noticed that each of your team members have been reporting project delays more often than usual. You have decided to check with each of your team members on what seems to be affecting their performance. After an individual check-up session with each of your team members, you’ve noticed that there seems to be common difficulties in performing tasks. One of those difficulties is poor time management. Your team members are unable to plan their projects accordingly, causing frequent shifts in schedule. Another difficulty noted is the constant crashing of the applications used for projects, impacting quality and time for project output. Individual Challenges You’ve recently reviewed your team’s overall key performance indicators (KPIs) and noted that your team’s performance has not been meeting KPIs lately. You’ve checked up on each of your team members just to see how they’re doing for the week. Each team member has shared some difficulties that are personal in nature. One of your team members note that they have trouble fitting in the workplace, causing them to become withdrawn and not open to communication with others in the workplace. Another concern your team member brings up is their lack of focus; they are easily distracted from their work, impacting their allocated time and their project output. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 133
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Learner Assessment Pack Task 4.3 Identify Challenges ASSESSMENT INSTRUCTIONS 1. Review the case studies provided above. 2. Locate the Workplace Challenges template found within this workbook. To complete the template, you must: a. Identify at least one of case studies you want to address: Team Challenges Task Challenges Individual Challenges b. Based on the case study you chose, record the following in the Workplace Challenges template: At least one challenge Challenges identified must correspond with the problems present in the case studies. At least one Bounce Fitness policy or procedure document relevant to each challenge. Use the links below to access Bounce Fitness’s Policies and Procedures: Bounce Fitness Policies and Procedures https://bouncefitness.precisiongroup.com.au/category/policies-and- procedures/ The policy and procedure document is relevant if it contains requirements on how to address your identified challenge. At least one requirement from the policy and procedure document accessed relevant to the identified challenge The requirement identified is relevant if it specifically states how the workplace challenge identified can be addressed. 134 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack At least one action item to address the identified challenge. Action item must follow the identified procedure. Planned implementation date for the identified action item Expected outcome of the identified action item Ensure to leave the following sections blank: Actual date of implementation Actual outcome Assessor’s signature Assessor Declaration Form These sections will be completed in a succeeding task. 3. You do not need to submit anything to your assessor for this task. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 135
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Learner Assessment Pack Workplace Challenges Completed by Workplace/Organisation Date Completed Title of Case Study Workplace Challenge to Address Bounce Fitness Policy and Procedure Bounce Fitness Procedure Action Item Planned Date of Implementation Expected Outcome Date Implemented Actual Outcome Assessor’s Signature 136 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack ASSESSOR DECLARATION TO THE ASSESSOR By signing in the spaces provided below, you are confirming that you have observed the learner, whose name appears above, implemented the action items to resolve the workplace challenges identified above. Assessor Name: RTO Name: Position: Signature: BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 137
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Learner Assessment Pack Task 4.4 Address Challenges ASSESSMENT INSTRUCTIONS 1. Review your partially completed Workplace Challenges template. 2. Locate the Observation Form 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 each action item to resolve workplace challenges. 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 the Observation Form. 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 action item to resolve at least one identified workplace challenge found in your partially completed Workplace Challenges template. 5. After implementation, record the following in your Workplace Challenges template: Actual date of implementation Actual outcome of each action item 6. Have your assessor sign the Assessor’s Signature column and the Assessor Declaration Form found at the end of the Workplace Challenges template. This is to ensure that each action item was implemented following the responses in the Workplace Challenges . Assessor’s signature must be handwritten. 7. Submit the following to your assessor: Completed Workplace Challenges template Video recording (ONLY if direct observation is not possible) 138 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Observation Form (For Assessor’s Use Only) INSTRUCTIONS TO THE ASSESSOR The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form. Before observing the learner: Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment. Ensure that the learner understands the requirements of the task and the skill requirements before proceeding. For this assessment, the learner is required to meet with their team members to implement each action item to resolve workplace challenges. Prior to implementation, discuss with the learner to ensure that they have access to the following: A safe environment to conduct the meeting ( please tick at least one ) : the workplace: Indicate location of assessment. a simulated workplace environment: Indicate location of assessment. Assessment requirements ( please tick all requirements found in the assessment environment) : At least two volunteers undertaking the role of team members Completed Workplace Challenges template Video camera or a mobile phone with video recording capabilities Only if direct observation is not possible. Continued on the next page. BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 139
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Learner Assessment Pack Your Role as the Observer/Assessor You are required to observe the learner implement each action item to resolve workplace challenges found in the Workplace Challenges template. The learner will provide you a copy of the Observation Form which you must complete during the observation task. Select the method of observation to be conducted: Direct observation Assessor must be physically present in the assessment environment. Observation via video recording Learner and the assessment requirements must be present in the video recording. Complete the Observation Form for this task: Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task. Indicate the date when the observation is conducted. Tick each item in the form as ‘YES’ if the learner satisfactorily demonstrates each skill requirement based on the criteria provided. Write objective feedback on how the learner demonstrated each skill requirement based on your observation. Tick each item in the form as ‘NO’ if the learner does not satisfactorily demonstrate each skill requirement. Write objective feedback including additional information on how the learner can satisfactorily demonstrate this requirement for this task. Provide an overall feedback on the learner’s performance to assist the learner in addressing any areas of improvement. Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation. Discuss any further queries about the task and associated requirements with the learner before commencing. Observation Form begins on the next page. 140 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Observation Form Learner Name: Name of Workplace/ Organisation: Task Title Refer to task title. Date of Observation: Did the learner demonstrate the following during the implementation? Yes No Comments 1. Use appropriate communication practices when facilitating activities Did the learner: Answer questions about the activity instructions in a professional tone (e.g. speaking patiently towards team) Provide context to activity instructions for team members from diverse backgrounds 2. Use problem solving skills to deal with any team, task, or individual challenges Did the learner: Present the situation and what is expected to be done about the situation Adjust identified solutions to better address the situation OVERALL FEEDBACK TO LEARNER BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 141
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Learner Assessment Pack ASSESSOR DECLARATION By signing here, I confirm that I have observed the learner, whose name appears above, perform/demonstrate the skills outlined in this Observation Form during the implementation. I further confirm that the information recorded on this Observation Form is true and accurately reflects the learner’s performance during this task. Assessor Name: RTO Name: Signature: Date signed: 142 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Learner Assessment Pack Assessment Workbook Checklist BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 143
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Learner Assessment Pack Assessment Workbook Checklist Instructions: This section is to be completed by your Assessor. The learner has completed the Short Answer Questions in this workbook ü Short Answer Questions ¨ The learner has completed the Practical Assessments in this workbook and has submitted all the required evidence: ü Project Assessment Task 1.1 Identify Objectives and Outcomes Team Responsibilities ¨ At least two Performance Plan ¨ Task 1.2 Select Strategies and Plan for Contingencies Work Accountability Strategies ¨ Contingency Plan ¨ Task 2.1 Discuss Details of Team Task Meeting Minutes ¨ At least one Video Recording (if direct observation is not possible) ¨ Task 2.2 Identify Cross-Collaboration Opportunities Partially completed Collaboration Opportunities ¨ 144 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Task 2.3 Facilitate Cross-Collaboration Opportunities Organisational Standards ¨ Completed Collaboration Opportunities ¨ At least four Feedback Forms ¨ At least three Video Recordings (if direct observation is not possible) ¨ Task 3.1 Measure Team Performance Performance Evaluation ¨ Task 3.2 Provide Performance Feedback At least two Meeting Minutes ¨ At least two Video Recording (if direct observation is not possible) ¨ Task 3.3 Create Plans to Address Training Needs Partially completed Action Plan ¨ Task 3.4 Implement Plans to Address Training Needs Completed Action Plan ¨ At least one Video Recording (if direct observation is not possible) ¨ Task 4.1 Identify Task-Related Issues and Inefficiencies Organisational Requirement Outline ¨ Meeting Minutes ¨ Partially completed Issues and Inefficiencies Plan ¨ At least one Video Recording (if direct observation is not possible) ¨ BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 145
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Learner Assessment Pack Task 4.2 Provide Support Completed Issues and Inefficiencies Plan ¨ At least one Video Recording (if direct observation is not possible) ¨ Task 4.3 Identify Challenges Partially completed Workplace Challenges ¨ Task 4.4 Address Challenges Completed Workplace Challenges ¨ At least one Video Recording (if direct observation is not possible) ¨ 146 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Learner Assessment Pack Recording BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 147
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Learner Assessment Pack Record of Assessment Instructions: This section is to be completed by your Assessor. Assessment Details Learner Course Code Unit of Competency BSBXTW401 Lead and facilitate a team Assessor Name RTO 148 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Assessment Activity Satisfactory Needs more evidence Short Answer Questions Short Answer Question 1 ¨ ¨ Short Answer Question 2 ¨ ¨ Short Answer Question 3 ¨ ¨ Short Answer Question 4 ¨ ¨ Short Answer Question 5 ¨ ¨ Short Answer Question 6 ¨ ¨ Short Answer Question 7 ¨ ¨ Short Answer Question 8 ¨ ¨ Short Answer Question 9 ¨ ¨ Short Answer Question 10 ¨ ¨ Short Answer Question 11 ¨ ¨ Short Answer Question 12 ¨ ¨ Short Answer Question 13 ¨ ¨ Short Answer Question 14 ¨ ¨ Short Answer Question 15 ¨ ¨ Short Answer Question 16 ¨ ¨ Short Answer Question 17 ¨ ¨ BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 149
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Learner Assessment Pack Practical Assessment Part I Task 1.1 Identify Objectives and Outcomes ¨ ¨ Part I Task 1.2 Select Strategies and Plan for Contingencies ¨ ¨ Part II Task 2.1 Discuss Details of Team Task ¨ ¨ Part II Task 2.2 Identify Cross-Collaboration Opportunities ¨ ¨ Part II Task 2.3 Facilitate Cross-Collaboration Opportunities ¨ ¨ Part III Task 3.1 Measure Team Performance ¨ ¨ Part III Task 3.2 Provide Performance Feedback ¨ ¨ Part III Task 3.3 Create Plans to Address Training Needs ¨ ¨ Part III Task 3.4 Implement Plans to Address Training Needs ¨ ¨ Part IV Task 4.1 Identify Task-Related Issues and Inefficiencies ¨ ¨ Part IV Task 4.2 Provide Support ¨ ¨ Part IV Task 4.3 Identify Challenges ¨ ¨ Part IV Task 4.4 Address Challenges ¨ ¨ Context Details Satisfactory Needs more evidence ¨ ¨ ¨ ¨ ¨ ¨ ¨ ¨ ¨ ¨ ¨ ¨ 150 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack Supervisor/Observer Verification Log Supervisor/ Observer Name Role in the Assessment Contact Details Date of Contact Supervisor/ Observer verifies the learner’s submissions ¨ Yes ¨ No ¨ Yes ¨ No ¨ Yes ¨ No ¨ Yes ¨ No Assessor’s Comments Remarks/feedback Details of further evidence required BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 151
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Learner Assessment Pack Please tick the appropriate box. Yes No Comments and further action required are noted in the Learner Assessment Pack ¨ ¨ Results discussed and agreed to by the learner You have the right to appeal the outcome of your assessment. ¨ ¨ The Learner is ¨ Competent ¨ Not Yet Competent Assessor’s signature Date signed I further confirm that I have verified the learner’s submissions by contacting the learner’s supervisor and/or observer whose names appear in the Supervisor/Observer Verification Log above. After reassessment, the Learner is: ¨ Competent ¨ Not Yet Competent Assessor’s signature Date signed Learner’s Comments The signature confirms that I have submitted all my own work, and agree with the assessment decision and feedback. Learner’s signature Date signed 152 BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia)
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Learner Assessment Pack End of Document BSBXTW401 - Lead and facilitate a team (Release 2) Learner Assessment Pack Produced 22 April 2022 © Precision Group (Australia) 153
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