Highlights
Task:
Task 2: Develop a team performance plan
For this task, you will be required to refer to the case study located in Appendix 1 –
Assessment case study.
The objective of this task is to develop a team performance plan based on the case study you have just reviewed.
There is no word limit for this task, however, half a page per question is suggested.
• Position Description - Leader-Customer-Experience (refer to the document library/Crew-Folders/People-and-Culture-Crew on the Plan2go website)
• Organisational Chart
• You are to develop a team performance plan to improve team cohesion and demonstrate your ability to develop clear performance goals for your team. Review the challenges outlined in the team brief and the information you gathered to prepare the document.
Your performance plan must include the following items:
• a. Goals and objectives - outline the overall goal for your team performance plan and identify and describe four objectives that will contribute to this goal. One of those objectives must deal with workforce capability for training and development purposes.
• b. Timeline - include specific times for the implementation of the objectives outlined in the team performance plan.
• c. Performance targets and KPI’s - identify and describe one target and relevant KPI for each objective.
• d. Communication with stakeholders - list three stakeholders you would consult about the team performance plan and why they are relevant. This communication should contain the following but not limited to:
• i. At least three stakeholders must be identified with one being from finance.
• ii. Outline of any financial requests required to implement your plan.
• iii. Timelines and any accountabilities.
• e. Feedback strategies - explain how you will provide feedback to management and your team about the progress of your team performance plan including any unresolved issues and why this is important. You will need to include how you plan to encourage, reward and value your team.
• f. Monitoring and review strategies - outline three ways you will monitor and/or review your team performance plan to make sure it is on track to meet the goal and identify unresolved issues and how you can mitigate those risk.
Task 3: Develop a policy and procedures
For this task, you will be required to refer to the case study located in Appendix 1 –
Assessment case study.
Based on your team performance plan in Task 2, draft a policy document for the team detailing how you address and/or resolve performance issues. You may need to adjust the template to include the content below. You can create your own template or use a Plan2go template located on the website.
Your policy must include information on:
• Policy purpose
• Policy authority
• Policy application
• Expected update frequency
• Policy location
• Document control
To ensure team members take responsibility for their work and assist others in their role, your policy must also include the following content:
• Procedures
• Rights and responsibilities (Refer to your responsibilities. For example, position descriptions and agreed KPI’s and how these apply to assist others.)
• Monitoring, evaluation and reporting requirements
• Supporting policies.
Appendices
Appendix 1 - Assessment Case Study
Introduction:
Congratulations on your appointment to the position of Leader, Customer Experience (also known as CX) at Plan2go. Your position description outlines the parameters of the position and what you are required to do at Plan2go but it does not give you much of an idea about the team that you have inherited.
In order to facilitate a smooth transition into the company, Tobias Ukestock (Leader,m People and Culture) has provided you with the following team brief.
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