Assignment Task:
Task:
Assessment details Instructions
Assessment overview The objective of this assessment is to assess your knowledge and performance as would be required to plan for or review the requirements of effective administrative systems and procedures for implementing, monitoring and reviewing the system.
Assessment Event number 2 of 2
Instructions for this assessmentThis is a project based assessment and will be assessing you on your knowledge and performance of the unit.
This assessment is in three (3) parts and includes an Assessment Feedback form:
Part 1: Plan for new or modified administrative system Role Play (1) & Practical Taskincludes observation and assessment checklists
Part 2: Implement new or modified administrative systemPractical Task & Role Play (2)includes assessment and observation checklists
Part 3: Monitor administrative systemPractical Task and Role Play (3)includes assessment and observation checklists
Submission instructions On completion of each part of this assessment, you are required to submit it to your Assessor for marking.
Ensure you have written your name at the bottom of each page of this assessment.
It is important that you keep a copy of all electronic and hardcopy assessments submitted to TAFE and complete the assessment declaration when submitting the assessment.
What do I need to do to achieve a satisfactory result? To achieve a satisfactory result for this assessment all questions must be answered correctly.
What do I need to provide? USB or access to Cloud storage if completed digitally.
What the assessor will provide? Access to BSBADM504_AE_Pro_2of2_SR1 from the Learning Bank, including the following;
Plan2go blank report template
Plan2go Employee Training and Development Policy
Plan2go Gantt Project Planner Template
Plan2go org-chart
Plan2go PowerPoint template
Plan2go Procurement Policy
Plan2go Records Management Policy
Plan2go Style Guide
Plan2go Training Evaluation
Plan2go Training Needs Analysis
Plan2go Training Session Schedule
These should be made available electronically.
Access to Plan2go virtual organisation.
Due date and time allowed Refer to Unit Assessment Guide for due dates.
The estimated time for a student to complete this assessment is 15-20 hours. However there is no time limit for students to complete this assessment. Students are required to participate in three 2 (two) role plays and will need to organise this with the Assessor. Online students will be required to submit a video recording of their role-plays - as advised by the Assessor.
Supervision Students will be required to participate in three role-plays that will be observed by an Assessor. Much of this assessment can be completed out of class, your Assessor may ask for additional evidence to verify the authenticity of your submission and confirm that the assessment task was completed by you.
Assessment feedback, review or appeals Appeals are addressed in accordance with Every Students Guide to Assessment.
Assessment Overview
The workplace scenario and the criteria in the tasks below will be used by the Assessor to determine whether you have satisfactorily completed this assessment event. Use these instructions as a guide to ensure that you demonstrate the required knowledge.
Each part must be completed and submitted to your Assessor for marking and feedback BEFORE you submit the next part.
Background:
Before you start this project, you should read and be familiar with the Plan2go policies for Records Management, Employee Training and Development and the Procurement policy. You can access all Plan2go policies on the Pl1an2go website, they are also available in BSBADM504_AE_Pro_2of2_SR1 from your assessor.
Practical Tasks:
There is one (1) Project Report that you will need to complete based on a Workplace Scenario at Plan2go (a virtual organisation). The report must include a total of 6-10 pages of content and address all of the required criteria (with additional documents as stipulated to be included at the back of each report).
You will write a number of emails to management and staff. You should provide a screen shot of these emails. They do not have to be actually sent to the recipients.
You will create a HF Folder and File Register.
You will create a slide show presentation for your training session/s.
Role Plays and Training Session:
Throughout this assessment, you will undertake three (3) role-plays with relevant stakeholders. The roles of these stakeholders will be played by another student, a teacher or an industry expert.
One of these role plays will be a short training session to stakeholders to provide training and support on the use of the new or modified administrative system.
Online Students:
For online students, you will need to arrange two suitable people to role-play with you (eg. colleague, friend, family member). You will then be required to send a video recording of each role-play and your training session to your Assessor.
Workplace Scenario – Plan2go Employee Records
- You are employed at Plan2go as a Human Resources Administrator. Currently, all employee files are kept in filing cabinets in a small storeroom whereby they are easily accessible by the Human Resources Department (HR). Unfortunately, sometimes files have been misplaced or placed incorrectly back into the system (they are filed alphabetically under each employee’s surname). Consequently, this causes undue stress for the HR team when they try to locate a missing file. There is also the issue that personal information could be seen by others.
- You have been asked by Mr Tobias Ukestock, Leader of Human Resources to undertake a review of the current administrative system and determine what changes or modifications can be implemented to improve the system. The allocated budget is $5,000. You will need to consult with other system users and stakeholders in line with Plan2go’s organisational and budgetary requirements.
- Problems with the current administrative system
- Sometimes personnel files are not returned correctly
- Files have been missing at times
- No record of files being taken out of the system or placed back
- Staff from other departments have sometimes taken employee files – for various reasons and not told anybody
- The Payroll Manager also needs access to these files at times and has said that sometimes they are missing
- Documents are missing or misplaced from employees’ files
- Tobias has stated the following:
- ‘I believe that the employee files should only be accessed by HR and definitely not by other Managers at Plan2go unless they have approval from me. I have often seen managers come and go from our employee records and take files away without saying anything. Then the files are put back into the system and sometimes placed out of order’.
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- Part 1: Plan for new or modified administrative system
- To complete this part of the assessment, you are required to plan for a new or modified administrative system.
- Task 1: Role Play (1) Meeting - Completed
- You need to consult relevant personnel and stakeholders from Plan2go to identify the issues of the current administrative system and discuss possible solutions.
- Identify the people you would involve in the process and why they are important to this project. Refer to the Plan2go Organisational Chart for system users and other stakeholders. This information will be included in the report, Task 3.
- For the meeting undertaken, Lil Taylor (HR Officer), Tobias Ukestock (Leader of HR) and Emily Burr (Co-ordinator of Customer Contact) will be present and consulted with to reviewing the current administrative system and discuss proposed changes and modifications. The reason that these stakeholders are relevant is due to the fact that the storage cupboard containing the records includes both customer and employee files, and these two departments are the only ones to be accessing files. Hence making it necessary to involve HR and Customer Experience departments in the consultation on the current administrative systems and the plans / implementations to improve the records system.
- Write an email to Tobias Ukestock (your Assessor) and all of the stakeholders you have identified to organise a meeting. The email must include details of the purpose of the meeting and what you would like to achieve. Include this email with your report.
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- Participate in a meeting role-play with the HR Manager, Tobias Ukestock and at least one other suitable stakeholder to review the current administrative system. The meeting needs to achieve the following:
- Ensure staff are aware of the Plan2go Records Management Policy.
- Review the current issues with the records management system.
- Discuss possible changes or modifications which can be implemented to improve this administrative system in the HR department. It is important to get feedback from the staff who are using the system.
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- Right click above and press play
- Refer to Task 2: Observation Checklist to see what you will be assessed on during the role play.
- You should take notes during this role play as the information will be included in your report, Task 3.
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- The role play should take between 10 and 15 minutes. Your assessor will organise the participants for the role play.
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- Task 2: Observation Checklist
- The Observation Checklist will be used by your Assessor to mark your performance in the role-play event in Task 1. Use this Checklist to understand what skills you need to demonstrate in the practical task demonstration. The Checklist outlines the assessment criteria used to determine whether you have successfully completed this assessment event. All the criteria must be met. Your demonstration will be used as part of the overall evidence requirements of the unit. The Assessor may ask questions while the demonstration is taking place or if appropriate directly after the task/activity has been completed (for online students).
- Task Task/Activity Performed S US Assessor Comments(Describe the student’s ability in demonstrating the required skills and knowledge)
- 1 Student participates in meeting with stakeholders to address problems with of administrative system. Date of Observation:
- 2 Collaborates with others to achieve joint outcomes, providing guidance to others, where necessary. 3 Participates in verbal exchanges using appropriate style, tone and vocabulary to suit audience, context and purpose. 4 Uses listening and questioning techniques to elicit key information and confirm understanding.
- Task 3: Practical Task - Report
- After the staff meeting, you need to produce a business report which outlines the proposed new or modified records management system. This will be presented to the Plan2go management team for approval.
- Your report must be presented professionally using a report format following Plan2go’s Style Guide and the Plan2go Blank Report Template. Ensure that your document includes page numbering and your full name and date are included in the footer. Your report should be 6-10 pages and include a Cover Page and a Table of Contents. You should include the following headings in your report. Refer to the Assessment Checklist (Task 4) to ascertain what you are being assessed on.
- Introduction
- Currently at Plan2Go, all employee files are kept in filing cabinets in a small storeroom whereby they are easily accessible by the Human Resources Department (HR). Unfortunately, sometimes files have been misplaced or placed incorrectly back into the system (they are filed alphabetically under each employee’s surname). Consequently, this causes undue stress for the HR team when they try to locate a missing file. There is also the issue that personal information could be seen by others.
- Tobias has raised the following problems regarding the current system:
- Sometimes personnel files are not returned correctly
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