Highlights
Purpose of this Assessment task
This assessment task is designed to test your skills in leading and managing team effectiveness as required by the unit BSBWOR502 Lead and manage team effectiveness. Your trainer/assessor will be assessing your work and provide you with constructive feedback on Canvas. This task will assess your skills to:
Establish team performance plan
Develop and facilitate team cohesion
Facilitate teamwork
Liaise with stakeholders.
Task1 – Written Report and Role Play
Part A
You need to consider that you are working in a team with two to four people (minimum three including yourself). Your task is to identify, establish and document your team’ s purpose, roles, responsibilities, goals, and objectives. You must provide details of how the plan will be monitored. Your plan must be aligned with organisational goals and objectives.
You are required to:
Identify a goal with your designated team to meet that goal and create a plan to achieve expected team outcomes. The mechanism that will underpin the team development will be a project. In the workplace, teams commonly form around projects, complete the outcomes, and then adjourn. The difference between a successful and unsuccessful project is often team effectiveness.
Refer to the case study in Appendix 1 to work on with your nominated team.
Procedure
Organise your team: You will need to choose two (2) or more team members to assist you and you will need to inform them of what to expect through their involvement.
Establish, document, and agree on the team’s purpose and what the team needs and wants to achieve.
Agree, share, and communicate roles and responsibilities within your team.
Devise a project plan: Conduct a meeting to develop a plan with your team (take minutes of this session) including the following elements:
Project performance plan – includes goals and objectives, deliverables, risk assessment plan and communications and reporting plan. (Use Appendix 2). Decide with your team how you will monitor and review your plan during the project. You must decide when you will meet to review your team’s progress and what kinds of progress reports will be generated. This information should be recorded in the communications and reporting plans.
Tasks and resources required – you must agree with your team on the tasks that must be carried out, the resources that will be necessary and which tasks may be considered milestones. You may use any of the following templates to aid this process: “task list”, “Gantt chart”, and “milestone chart”. (Use Appendices 3, 4 and 5).
Team and personal work schedules – who will do the tasks and when they need to be completed. (Use Appendix 6). Inform your team members that they can also create their own personal work schedules. (Use Appendix 7).
Part B
You must be able to provide effective leadership for a team and facilitate a work team during the implementation of a team project including decision-making, resolving issues and developing team cohesion. You will need to collaborate with your team; however, you must complete each of the tasks for this assessment as individuals. This is not a team/joint assessment.
You must support team members to achieve team goals and objectives, encourage team members to take responsibility for their own work, provide feedback to team members and ensure your own contribution to the team serves as a role model.
You must also communicate information and team issues to management, ensuring follow-up action is taken.
You must hold a progress meeting and a post project review meeting with your team.
You need to implement your team’s plan as documented in Part A and support your team to achieve expected outcomes.
You are required to hold project review meeting with your team and hold a post project review meeting with the team in which you celebrate successes, identify opportunities for improvement and disband.
You are to deliver a post-project review report to management following the completion of the project as well as team effectiveness surveys and a brief reflection reviewing your success as a team leader and that of your team.
You are required to report on any issues, conflicts, or problems the team is encountering during the progress meeting (Appendix 12). You will be asked to explain how you resolved these issues.
Procedure
During project implementation, you must complete the tasks in your plan.
You are required to:
Hold two (2) team meetings (progress and post project review) and take minutes (Use Appendices 10 & 11). During these meetings you must review your team’s performance and give your team members feedback on their performance.
Establish a reward and recognition system for the project which applies for all team members.
Plan a training session with your team to address issues identified in their training planners and develop a procedure to assist others undertaking required roles. Record details of the training session in your minutes.
Record issues and corrective action taken in a Project Issues log (Use Appendix 12).
Based on your team’s feedback on performance, raise your concerns and communicate to your team to ensure necessary action is taken.
You should communicate to management any unresolved issues, concerns and problems raised by the team, preferably during a team meeting and take minutes documenting this communication. (Use Appendix 13).
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