Highlights
As an operation manager in Grow Management Consultant conduct the foloowing meetings:
a) Informal Social Activity Meeting - follow the procedure mentioned below to conduct the meeting :
1. Develop a meeting agenda.The agenda should conform to the Meeting Policy and Procedures.It should clearly show the date and time for the meeting, as well as who is to attend the meeting and items for discussion as per the scenario information and meeting policy and procedure.Note that the meeting will last for about 15 minutes.Assume that the following staff will be attending the meeting:
• You (Operations Manager)
• Administration Project Officer (Sally Smith – roleplayed by assessor)
• Senior Management Consultant (Bob Downs)
• Marketing Manager (Jack Steel)
Prior to the meeting, you will also be required to make notes on your own ideas for social activities. Research and make notes on at least two ideas to take to the meeting.
2. Prepare draft of an email to the staff who will attend the meeting (your assessor).The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.It should introduce and summarise the contents of the attachment.Attach the meeting agenda to an email to staff (your assessor). The email should confirm the meeting arrangements and include an outline of the agenda.
3. Conduct the meeting.You are required to run an informal meeting with the staff (roleplayed by your assessor and two other students). Review the Meeting Policy and Procedures to make sure that you understand the role and responsibilities of the Chair for an informal meeting, as well as the requirements for minutes.The Administration/Project Officer will be roleplayed by your assessor and the other two staff will be roleplayed by two other students. Each student roleplaying a staff member will be briefed by the assessor to research and make notes on their ideas for social activities to share at the meeting.Chair the meeting in accordance with the meeting policy and procedures. This includes:
• Introducing the meeting by stating the purpose of the meeting and encouraging all team members to contribute
• Ensuring that the meeting follows the requirements of the Chairperson as outlined in the meeting policy and procedure
• Ensuring that the meeting is kept to time and focused on the specified purpose
Conduct the meeting according to the agenda in the email ensuring that:
• You share your own ideas for social activities
• You seek the ideas from the staff team
• All ideas are discussed and at least four ideas are agreed on
• You facilitate a consensus on the best day and time for the social activities
• Explain that you will send an email to report on outcomes.
During the meeting, you are required to demonstrate effective communication skills as follows:
• Speaking clearly and concisely
• Using non-verbal communication to assist with understanding
• Asking questions to identify required information
• Responding to questions as required
• Using active listening techniques to confirm understanding
4. Prepare draft of an email to your team (your assessor).You are required to demonstrate that you able to review and revise text, so this email will be the draft version, and the next will be the revised version.Assume that you have agreed on all of the social activities discussed at the meeting, as well as the time that the activities will be conducted.Draft an email to be sent to the team that briefly details the meeting outcomes and lists the social activities agreed on, as well as the agreed times.Finish the text with a note that you will be correcting the email and sending the corrected version shortly.This email should have the word “Draft” in its title.Submit the draft email to your assessor.
5. Prepare draft of an email to your assessor.Re-open the sent email and carefully check it for spelling and grammar and ensure that it is a true and accurate record of the meeting. This email gives you the opportunity to demonstrate to your assessor that you are able to correct your own work accurately, so this email needs to contain text that is an improvement on the previous one.
When finished, send this revised draft of the email to your assessor.This email should have the word “Revised” in its title.It should be sent within the timeframes set out in the Meeting Policy and Procedures.
b) A formal Leadership Conference - follow the below mentioned procedure to conduct the meeting :
1. Develop a meeting agenda.Based on your review of the case study information above, as well as the Grow Management Consultants Meeting Policy and Procedures and the Draft Conference Program, you are required to develop an agenda for the meeting.Use the Meeting Agenda Template to guide your work.The agenda must:
• Clearly show the date, time and location for the meeting.
• Include the duration of the meeting (30 minutes).
• Clearly identify the names of staff who will attend the meeting as per the meeting policy and procedure.
• Include items for discussion as per the scenario information and meeting policy and procedure.
The Administration and Project Officer will be roleplayed by the assessor, who will take notes at the meeting.The other staff will be roleplayed by other students. Each student roleplaying a staff member will be briefed by the assessor to research and make notes on a topic for the conference for discussion.Before attending the meeting, consider to whom you should allocate each of the required roles and responsibilities for the conference (There is no right or wrong answer for this. You only need to advise each staff member of their roles and responsibilities).Save this document as Meeting Agenda.
2. Identify leadership topics.Prior to the meeting, you are required to identify potential topics for the leadership conference by reviewing and analysing information from the report Global Human Capital Trends 2017 at:https://www2.deloitte.com/au/en/pages/human-capital/articles/global-human-capital-trends-2017.html.Based on your interpretation of the information in the report, identify at least two ideas for leadership topics. You should make notes (handwritten or typed) to speak from at the meeting for two proposed conference topics and that include:
• Proposed conference topic title
• Summary of the content to be discussed.
When speaking about your ideas at the meeting, as a guide you will speak for 1 to 2 minutes on each topic. Use the following example to guide you in developing your ideas and making notes (this example has not been taken from the above report, it is an example only to help you write down your ideas).Example topic and information:
Mindful Leadership: Becoming a Mindful Leader by the Application of Acceptance and Commitment Therapy (ACT) Principles.ACT is an evidence-based approach that has been applied to clinical and organisational settings. When used as a leadership model, the application of ACT principles can assist managers in increasing work performance and innovation while reducing work stress and work errors.The presentation will introduce basic ACT principles and provide an introduction to the qualities of being and acting as a mindful leader and person. Such qualities include empathy and self-compassion.This will be a practical session with the focus on teaching and applying mindfulness techniques at work.During the meeting, you need to be able to demonstrate that you can identify and interpret information from complex texts. That is, that you can identify two topics based on the information in the report, and then summarise the information in your notes for discussion at the meeting. The example above provides an indication of the level of response required.
3. Prepare draft of an email to staff (your assessor).The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.It should introduce and summarise the contents of the attachments.Ensure that your email includes the date of the meeting within the body of the email to show that you understand the designated timelines as set out in the Meeting Policy and Procedures.Attach the Draft Conference Program and your meeting agenda to the email.
4. Conduct the meeting.You are required to conduct the meeting in the role of the Chair.Review the Meeting Policy and Procedures to make sure that you understand and can apply the Chair’s role and responsibilities.Prior to the commencement of the meeting, ask the Administration and Project Officer (your assessor) to take notes of the meeting so that you can prepare the minutes following the meeting. Provide instructions for note taking as per the meeting policy and procedure. You will be assessed on this. The Administration and Project Officer will write up their notes and provide them to you following the meeting. Note that you should also take your own brief notes so that you can check that all the meeting content was covered.Chair the meeting in accordance with the company’s meeting policy and procedures for face to face meetings, as well as meeting legal and ethical requirements. This is to include the following:Prior to the meeting Checking that the meeting space meets health and safety requirements as per health and safety legislation. Your assessor will set up at least two hazards in the room which you will be required to identify and then rectify.
At the outset of the meeting:
• Introducing yourself and welcoming everyone.
• Making sure everyone has a copy of the agenda and draft conference program.
• Stating the purpose of the meeting.
• Advising the timeframe for the meeting.
• Encouraging all team members to contribute.
Chairing the meeting including:
• Keeping to the time frame as set out in the agenda e.g. wrapping up the discussion when the time limit for the agenda item is reached.
• Going through each of the agenda items in order.
• Keeping on track by ensuring everyone sticks to the agenda.
• Respecting everyone’s views and using active listening techniques.
• Making sure the meeting starts and ends according to the time in the agenda.
• Promoting ethical behaviour: at the meeting a staff member will raise an ethical issue which you will need to respond to appropriately.
Leading the meeting according to your agenda, ensuring that:
• You share your own ideas for conference topics.
• You seek the ideas from the staff team, encouraging everyone to contribute.
• All ideas are discussed, and the conference program is agreed on. Note as there will be one more idea than there are spaces in the conference program, you will need to discuss this issue and facilitate a consensus.
• You achieve the meeting outcomes desired i.e. to finalise the conference program.
• You facilitate a consensus on the best day and time for conference meetings.
• You explain that the minutes of the meeting and a finalised conference program will be sent to staff following the meeting.
During the meeting, you are required to demonstrate effective communication skills including:
• Speaking clearly and concisely
• Using non-verbal communication to assist with understanding
• Asking questions to identify required information
• Responding to questions as required
• Using active listening techniques to confirm understanding
At the end of the meeting, notify the note taker that the notes of the meeting will need to be provided to you within the timelines specified in the meeting policy and procedure.
5. Prepare meeting minutes.Review the notes of the meeting provided by the minute taker (your assessor) and then prepare detailed meeting minutes based on the notes provided.Use the Meeting Minutes Template to guide your work.You are required to check that the minute taker has taken a true and accurate record of the meeting, as well as proof reading for any spelling and grammar mistakes.Save this document as Meeting Minutes.
6. Update the conference program.Write the conference program according to the ideas finalised at the meeting. This will show that you have correctly reported on the outcomes of the meeting.Use the Draft Conference Program to guide your work.Save this document as Revised Conference Program.
7. Take a screen shot of your folder and files.You should create a folder and save all documents associated with the meeting in this folder. This will demonstrate that you can save meeting documents according to requirements.You are required to demonstrate that you can file all of your records in a logical structure.Ensure that you have an overall folder for your work, as well as sub folders if necessary.All of the documents you have submitted for this assessment task should be correctly named and filed.The screen shot should show all the folders and documents.
8. Prepare draft of an email to staff (your assessor).The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.It should include a brief summary of the outcomes of the meeting (3 to 4 points) and direct the recipient to read the attached minutes and conference program.Attach the following to the email:
• Meeting Minutes
• Revised Conference Program
• Screen shot
The minutes must be sent to staff within the designated timelines as specified in the Meeting Policy and Procedures.
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