Homework answers / question archive / BSB51415 Diploma of Project Management BSB51918 Diploma of Leadership and Management BSBWOR502 Lead and manage team effectiveness Task 2 – Written Report and Role Play               Candidate Instructions 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

BSB51415 Diploma of Project Management BSB51918 Diploma of Leadership and Management BSBWOR502 Lead and manage team effectiveness Task 2 – Written Report and Role Play               Candidate Instructions 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

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BSB51415 Diploma of Project Management

BSB51918 Diploma of Leadership and Management

BSBWOR502

Lead and manage team effectiveness

Task 2 – Written Report and Role Play

Candidate Instructions
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.   By successfully completing this project you will provide the required performance evidence of your competence in leading and managing team effectiveness.    What are you required to do to undertake this Case Study? You should carefully read the provided Case Study; and undertake all questions. The task includes: (i) Analysing the case (ii) Undertaking required research (iii) Role play and (iv) Reporting.   To successfully undertake this assessment, you should be doing the following: Read the provided Case Study couple of times and understand its requirements Clarify the requirements with your trainer and assessor if you are not sure Research appropriate websites as directed by your trainer/assessor Upload the recorded video of Role Play used in Part B Q a if you are completing this unit online Discuss with your trainer/assessor the contents of the report if needed.   Context and conditions of undertaking the tasks? The prescribed tasks will be undertaken by you after carefully analysing the case scenario. Your trainer will also provide you guidance on the websites to be researched. Your trainer/assessor may also set certain conditions under which you will perform the tasks required by this assessment. For example, your trainer may set a time limit to perform a task or, ask you to repeat a task or, ask you to give additional information about the performance by asking you some verbal questions or, they may prescribe you some new conditions to undertake certain tasks. Given your personal conditions, your trainer/assessor should also be able to make some reasonable adjustments in undertaking the tasks of this assessment. You should check with your trainer/assessor about the conditions under which the tasks should be completed, and the possible adjustment they can make in undertaking these tasks.   What specific WHS requirements may be involved? This assessment will require you to be aware of the standard Workplace Health and Safety requirements e.g. Workplace Health and Safety Act and Workplace Health and Safety Legislation Your trainer/assessor will advise you on these and other legislative requirements.   Tasks and frequency of performance Details of the tasks to be undertaken in this assessment are provided in the Case Study. The tasks listed in that document must be performed at least once.   Getting Started The assessment may be re-attempted on two further occasions (maximum three attempts in total). All assessments must be resubmitted 3 days within receiving your unsatisfactory grade. You must clearly indicate “Re-submission” on your resubmitted work.   You must complete all questions unassisted by the assessor or other personnel but may refer to reference material as may be needed. All questions must be answered satisfactorily for the assessment to be completed satisfactorily.   For any assessment conducted that is incomplete, or without satisfactory performance, the assessment will need to be completed again after further training support. This may be simply to focus on question areas not achieved in the prior assessment.   Submitting your assessment When you are ready to submit your assessments, upload the files within Canvas via the submission tab. It is important that you keep a copy of all electronic assessments submitted to Canvas. Please submit all assessment components. (If you are completing this unit online, you MUST upload the recorded video of Role play used in Part B).   Word count In this assessment some of the questions include a word count. This is a guideline only, but your answers should not vary substantially (i.e. +/- 10%) from the word count provided. Microsoft Word includes a word count tool.
Objective		To test the required application skills in leading and managing team effectiveness.
Assessment Cover Sheet
Candidate’s name:
Trainer’s Name:
Date Submitted:
Candidate declaration:	I declare that: I have read and understood all the information provided in relation to the assessment requirements to complete this unit, the instructions and the purpose and processes of undertaking this assessment task This assessment is my own work and where other’s works or ideas have been borrowed, I have appropriately referenced or acknowledged them I understand that plagiarism is a serious offence that may lead to disciplinary action.
Candidate’s signature:

 

 

 

Task 2 – 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:

 

1. 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.
2. 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).
3. 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).
4. Skills matrix – for your team identify training needs (Use Appendix 8).
5. Training planner – for each of your team members to plan training where necessary. (Use Appendix 9).

 

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:

1. 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.
2. Establish a reward and recognition system for the project which applies for all team members.
3. 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.
4. Record issues and corrective action taken in a Project Issues log (Use Appendix 12).
5. Based on your team’s feedback on performance, raise your concerns and communicate to your team to ensure necessary action is taken.
6. 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).

 

 

 

NOTE:   If you are completing this unit face to face: your fellow students can be selected as team members.   If you are completing this unit online: you can choose your friends, family members, other students, or work colleagues to form such a team of which you are a member to complete this assignment. (You MUST video record and upload into Canvas the role play consisting of the two (2) meetings conducted in ‘Part B Q a’).

 

 

 

Part C

 

Finish the project by the planned deadline.

Evaluate your team’s success. Identify the goals and objectives achieved and those not achieved. Discuss why you did not achieve the identified objectives. Celebrate successes.

 

1. Complete a post-project review report. Indicate which objectives your team achieved and any objectives your team didn’t achieve. Give reasons as to why you believe your team didn’t reach all its goals. Discuss any issues or problems you encountered with your team during the project including conflict. Explain how you resolved those problems (Use Appendix 14).
2. Give one of your team members a “Team Effectiveness Survey” to complete and upload it with your submission (Use Appendix 15).
3. Write three (3) paragraph brief reflection on your effectiveness as a team leader. Paragraph one should include the things you could have done better. Paragraph two should give examples of how you believe your contribution to the work team served as a role model for your team members. Paragraph three should include strategies for improving your effectiveness as a team leader.

 

 

 

 

Appendix 1 – Case study: Mustang Sally Steakhouse

 

The following document is an excerpt from Mustang Sally Steakhouse’s business plan.

 

Mustang Sally Steakhouse Business Plan

 

Objectives

Mustang Sally Steakhouse’s objectives for the first three years of operation include:

• Growing one new restaurant per year for the first three years of operation.
• Keeping food cost under 30% of revenue.
• Keeping employee labour cost between 10–15% of revenue.
• Averaging sales in each location between 4–5 million dollars per year.
• Maintaining strict controls on costs and operations by hiring a managing partner/proprietor for each location and utilising automated computer/internet control.

 

Mission

Mustang Sally Steakhouse will strive to be the leading buffet restaurant in the local marketplace. We want our guests to have the ultimate dining experience when visiting Mustang Sally’s Steakhouse. Not only will our guests receive a great meal, they will also experience an exciting atmosphere every time they enter the restaurant. We will be doing unique things (such as serving all-you-can-eat choice grass-fed sirloin steaks which are grilled on the spot by barbecue chefs) that will set us apart from the competition. We will ensure that the dining experience is as pleasing to the senses as it is to the palate.

 

Our focus will be serving quality food at great value. We will feature a large selection of freshly prepared food, mostly in full view of our guests. We will feature over 100 items daily that are full of flavour and come from a range of different cuisines from around the world.

 

Customer satisfaction is our number one priority. We will strive to satisfy even the most demanding customers and food critics. We aim to be the first choice for adults and children, families and couples, friends, and colleagues. We will also be in the ideal location to hold corporate functions, conferences, and business meetings.

 

We will value our staff as our number one resource. We will promote a happy and safe working environment. We will reward our employees for their contributions, and they will reap the benefits of our success. We will combine delightful dishes, a fun atmosphere, and friendly personnel to create a complete and unique restaurant encounter to reach our goal of over-all value in the dining/entertainment experience.

 

The following chart displays the organisational structure of Mustang Sally Steakhouse:

 

 

 

 

Your project, the Mustang Sally Steakhouse:

You are the Events Coordinator for the Mustang Sally Steakhouse. The owner of the business

has asked you and the rest of the events team to plan the opening event for the first restaurant which seats 300 people. The plan must include:

 

1. the menu for the occasion – it will be a limited menu offering guests a taste of the best Mustang Sally Steakhouse has to offer:

• five appetisers
• three fish dishes
• five meat options including two different steak dishes
• three pasta dishes
• three risottos
• three curries
• one couscous dish
• five pizza options
• three salads
• five desserts.

 

2. details regarding how guests will be served (buffet, table service, bar service, etc.)
3. entertainment for the event
4. timing – lunch or dinner? Which day of the week?
5. how the event will be advertised and how guests will be invited
6. the number of guests that will be allowed to attend
7. details on how you will create a unique dining experience for all guests
8. an estimate of the budget for the event.

Appendix 2 – Team performance plan

 

Project title

 

Purpose

 

Project goals/objectives

 

Deliverables/milestones

 

________________________________________    Due date:_______________ ________________________________________    Due date:_______________ ________________________________________    Due date:_______________

Risk assessment plan

 

Risk	Likelihood (high/medium/low)	Impact (high/medium/low)	Management strategy

 

 

 

 

Communications and reporting plan

 

Stakeholder	Information required	When required	Format

 

Scheduled review dates:

________________________________________    Due date:_______________

________________________________________    Due date:_______________

________________________________________    Due date:_______________

________________________________________    Due date:_______________

 

 

 

 

 

 

 

 

Appendix 3 – Task list

 

	Task	Start date	Length (days/weeks)	Type (Sequential/Parallel)	Dependent on	Resources required
A
B
C
D
E
F
G
H
I
J
K

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Appendix 4 – Gantt chart

 

 

	Day/Week/Month
Activity	1	2	3	4	5	6	7	8	9	10

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Appendix 5 – Milestone chart

 

 

Milestone	Team member responsible	Due date

 

 

Appendix 6 - Team work schedule

 

Teamwork schedule
Step	Task/action	Team member/s	Start date	Due date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Appendix 7 - Personal work schedule

 

Personal work schedule
Step	Task/action	Start date	Due date	Progress

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Appendix 8 – Skills matrix

 

Name	Skill

 

Legend:

Team member has no training

Team member can’t perform task independently

Team member can perform task independently with supervision

Team member can perform task independently

Team member can train others to perform task

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Appendix 9 – Training planner

 

Team Member: _____________________ Team Leader: ______________________
Skills to be developed	Training activity/method	Actual skill level	Desired skill level	Scheduled date/time

 

 

 

 

 

 

 

 

 

 

Appendix 10 – Team meeting minutes

 

Date: _____________________ Time: __________________

 

Attended by:

 

Apologies:

 

To:

Cc:

Item/Issue	Outcome/action	When	Who

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Appendix 11 – Team meeting minutes

 

TEAM MEETING MINUTES
DATE:		Time:
Attended by:
Apologies:
To:
Cc:
ITEM/ISSUE	OUTCOME/ACTION	WHEN	WHO

 

 

 

 

 

 

 

 

 

 

 

 

Appendix 12 – Issues log

 

DATE	TASK	ISSUE	CORRECTIVE ACTION TAKEN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Appendix 13 – Project progress/status report

 

PROJECT PROGRESS/STATUS REPORT
PROJECT TITLE:
PROJECT MANAGER
PROGRESS REPORT
REPORT NUMBER
RAG STATUS		RED / AMBER / GREEN
TASKS, MILESTONES, DELIVERABLES ACHIEVED THIS PERIOD				COMPLETION DATES
TASK, MILESOTNE, DELIVERABLE		COMMENTS		SCHEDULED	ACTUAL
MAJOR RISKS AND ISSUES
RISK/ISSUE	IMPACT		ACTION TAKEN/MANAGEMENT STRATEGY
RECOMMENDATIONS AND REQUESTS:
*RED - requires urgent attention! Project is very delayed and / or significantly               over budget   AMBER - minor concern – project is delayed and / or over budget   GREEN - project is on track to deliver as scheduled and within budget tolerances (such as + / - 10%)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Appendix 14 – Post review report

 

Post-project review report
Name of project:
Date & location of meeting:
Name of attendees:
Project overview:
Review by team of goals, objectives/deliverables & schedule as outlines in project plan:
Goal / Objective / Deliverable
Goal / Objective / Deliverable	Met	Missed		Partially met	Comments
What worked well; What could have gone better?
Worked well			Could have gone better
Lessons learned:
Next steps/improvement plans:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Appendix 15 – Team effectiveness survey

 

A team member must provide a candid assessment of the abilities of the team leader to promote team effectiveness.

 

TEAM EFFECTIVENESS SURVEY

Objectives

Were the project objectives clearly communicated to you at the outset of the project?

Team building

Did the project leader provide meaningful and effective team building activities?

Decision-making and consultation

Were you consulted in allocation of tasks and other decisions that affected you?

Team member roles/tasks

Was your team role clearly explained and outlined to you?

Training needs

Were you consulted on your skills and was a plan developed that accurately reflected your training needs?

 

 

 

 

 

 

 

 

 

 

 

TEAM EFFECTIVENESS SURVEY

Leadership and guidance

Did your team leader help you to feel confident, inspired and motivated to do the project?

Meeting environment

Were the meetings well run and effective? Did you have opportunities to raise issues and concerns?

Would you recommend?

Would you recommend your team leader for other projects? Why?

Other

Do you have any other comments?

Name:

Signature:

Date:

 

 

 

 

 

 

 

 

Appendix 16 - Reflection

 

Write your reflection below (Approx. 100 words)

 

 

End of Assessment.

 

Congratulations, you have completed this assessment task.

 

Please ensure all questions are answered and upload onto Canvas the following:

• This completed workbook

If you are completing this unit online, you must also upload:

• Video recording for Role Play consisting of 2 meetings used in Part B Q a