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BSBWOR502
Lead and manage team
effectiveness
Learner Workbook
Page |2
Table of Contents
Table of Contents ......................................................................................................................... 2
Candidate Details ......................................................................................................................... 3
Assessment – BSBWOR502: Lead and manage team effectiveness ............................................... 3
Competency Record to be completed by Assessor ........................................................................ 4
Observation/Demonstration ........................................................................................................ 5
Activities ..................................................................................................................................... 6
Activity 1a........................................................................................................................................ 6
Activity 1a continued ...................................................................................................................... 7
Activity 1b ....................................................................................................................................... 8
Activity 1c ...................................................................................................................................... 10
Activity 2a...................................................................................................................................... 12
Activity 2b ..................................................................................................................................... 14
Activity 2c ...................................................................................................................................... 16
Activity 3a...................................................................................................................................... 17
Activity 3b ..................................................................................................................................... 19
Activity 4a...................................................................................................................................... 24
Activity 4b ..................................................................................................................................... 26
Activity 4b continued .................................................................................................................... 27
Activity 4c ...................................................................................................................................... 28
Skills and Knowledge Activity ........................................................................................................ 30
Major Activity ................................................................................................................................ 31
Page |3
Candidate Details
Assessment –BSBWOR502: Lead and manage team effectiveness
Please complete the following activities and hand in to your trainer for marking. This forms part of
your assessment for BSBWOR502: Lead and manage team effectiveness.
Name:
_____________________________________________________________
Address:
_____________________________________________________________
_____________________________________________________________
Email:
_____________________________________________________________
Employer:
_____________________________________________________________
Declaration
I declare that no part of this assessment has been copied from another person’s work with the
exception of where I have listed or referenced documents or work and that no part of this
assessment has been written for me by another person.
Signed:
____________________________________________________________
Date:
____________________________________________________________
If activities have been completed as part of a small group or in pairs, details of the learners
involved should be provided below;
This activity workbook has been completed by the following persons and we acknowledge that it
was a fair team effort where everyone contributed equally to the work completed. We declare that
no part of this assessment has been copied from another person’s work with the exception of where
we have listed or referenced documents or work and that no part of this assessment has been
written for us by another person.
Learner 1:
____________________________________________________________
Signed:
____________________________________________________________
Learner 2:
____________________________________________________________
Signed:
____________________________________________________________
Learner 3:
____________________________________________________________
Signed:
____________________________________________________________
Page |4
Competency Record to be completed by Assessor
Learner Name:
_______________________________________________________
Date of Assessment:
_______________________________________________________
The learner has been assessed as competent in the elements and performance criteria and the
evidence has been presented as;
Assessor Initials
Authentic
Valid
Reliable
Current
Sufficient
Learner is deemed:
COMPETENT
If not yet competent, date for re-assessment:
NOT YET COMPETENT (Please circle)
____________________________________
Comments from Trainer / Assessor:
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Assessor Signature:
________________________________________________________
Page |5
Observation/Demonstration
Throughout this unit, the learner will be expected to show their competency of the elements
through observations or demonstrations. The observations and demonstrations will be completed as
well as the formative and summative assessments found in the Learner Workbook. An explanation
of demonstrations and observations:
Demonstration is off-the-job
A demonstrationwill require:
➢ Performing a skill or task that is asked of you
➢ Undertakinga simulation exercise
Observation is on-the-job
The observation will usually require:
➢ Performing a work based skill or task
➢ Interaction with colleagues and/or customers
The observation/demonstration will take place either in the workplace or the training environment,
depending on the task to be undertaken and whether it is an observation or demonstration. Each
task must be observed. You will need to ensure you provide the learner with the correct equipment
and/or materials to complete the task. You will also need to inform the learner of the time they have
to complete the task; this will once again vary, depending on the task.
You will need to demonstrate you can:
1. Establish team performance plan
2. Develop and facilitate team cohesion
3. Facilitate teamwork
4. Liaise with stakeholders
You should also demonstrate the following skills:
➢ Reading
➢ Writing
➢ Oral communication
➢ Navigate the world of work
➢ Interact with others
➢ Get the work done
Page |6
Activities
Activity1a
Estimated Time
30 Minutes
Objective
To provide you with an opportunity to consult team members regarding team
purpose and develop a shared understanding.
Time to REFLECT!
Case Study
In groups of three (3) or as directed by the instructor, reflect on a common
understanding of team purpose from what has been discussed so far.
Is it clear?
Do you have practical examples to share?
Make notes and be prepared to then discuss with the class.
Notes:
Page |7
Activity 1a continued
Estimated Time
30 Minutes
Objective
To provide you with an opportunity to detail your views on roles,
responsibilities and accountabilities.
From your experience and that of your WORKPLACE, detail your views on roles,
responsibilities and accountabilities.
Case Study
Roles
Responsibilities
Accountabilities
Page |8
Activity 1b
Estimated Time
30 Minutes
Objective
To provide you with an opportunity to detail your findings on performance
plans to establish expected outcomes, outputs, key performance indicators and
goals for work team.
Develop performance plans to establish expected outcomes, outputs, key
performance indicators and goals for work team
Case Study
Using your workplace as an example, detail your findings/views on the
following areas discussed in the above element, as it relates to teams.
Area
Develop performance
plans
Improved individual and
team, performance and
participation
Your workplace
Your views
Page |9
Measures for monitoring and evaluating
Area
Expected outcomes
Outputs
Key performance
indicators
Your workplace
Your views
P a g e | 10
Activity 1c
Estimated Time
30 Minutes
Objective
To provide you with an opportunity to discuss how your organisation has
addressed supporting team members in meeting expected performance
outcomes.
Case Study
In groups of three (3) or as directed by the instructor, and using your workplace
as an example, discuss how your organisation has addressed supporting team
members in meeting expected performance outcomes.
Use the examplesfrom the element discussed with the instructor or add your
own additional comments.
Area
Coaching
Mentoring
Training and
development
opportunities
Clarification of roles and
expectations
Workplace Views
Your Views
P a g e | 11
Long term or short term
plans
Meetings
OTHER
P a g e | 12
Activity 2a
Estimated Time
30 Minutes
Objective
To provide you with an opportunity develop strategies to ensure team members
have input into planning, decision making and operational aspects of work team
and develop policies and procedures to ensure team members take
responsibility for own work and assist others to undertake required roles and
responsibilities.
Case Study
Detail your understanding of workplacestrategies, organisational requirements,
expectations, policies and procedures
Develop strategies to ensure team members have input into planning, decision
making and operational aspects of work team.
Develop policies and procedures to ensure team members take responsibility
for own work and assist others to undertake required roles and responsibilities.
Workplace directions
Your understanding
Policies and procedures
Organisational guidelines
Systems operational
functions
Standard operating
procedures
Describe the workplace strategies to ensure team members have input into
P a g e | 13
planning, decision making and operational aspects of work team:
P a g e | 14
Activity 2b
Estimated Time
30 Minutes
Objective
To provide you with an opportunity to provide feedback to team members to
encourage, value and reward individual and team efforts and contributions.
Case Study
In groups of three (3) or as directed by the instructor, conduct a feedback
session exploring the suggested areas discussed in this element.
Encourage, value and reward individual and team efforts and contributions.
Your team findings of this activity:
Suggested areas:
➢ Helping colleagues
➢ Problem-solving
➢ Providing encouragement
➢ Undertaking extra tasks if necessary
➢ Agree and share tasks
➢ Plan and schedule
➢ Establish personal reward
P a g e | 15
P a g e | 16
Activity 2c
Estimated Time
30 Minutes
Objective
To provide you with an opportunity to develop processes to ensure that issues,
concerns and problems identified by team members are recognised and
addressed.
Case Study
In groups of three (3) select a situation that would apply to a workplace team
problem.
➢
➢
➢
➢
➢
Each group member writes down a suggestion for a team problem
The group should then discuss each option and select one only
Identify the current situation
Address the process of analysis
Report your group findings
The instructor can determine the team problem if that option is desired.
Select the team problem
Identify the current situation
Address the process of analysis
Report on the group
recommendation
P a g e | 17
Activity 3a
Estimated Time
30 Minutes
Objective
To provide you with an opportunity to identify team strengths, weaknesses, and
areas for improvement.
Case Study
In groups of three (3) or as directed by the instructor, conduct this activity
reflecting on your workplace and when you were part of a team.
Consult with the instructor if you wish to conduct this activity using a
hypothetical example of a team.
In your team, what do you do really well:
➢ To encourage team members and individuals to participate in and to
take responsibility for team activities
In your team, what do you do really well:
➢ To demonstrate areas that affected the overall team results and
achievements?
P a g e | 18
As a team
➢ What area/s did you personally identify that directly impacted on
team work performance problems?
As a team:
➢ What did you personally identify that needs improving so that you
can realise your potential as a team member and maximise your
performance?
P a g e | 19
Activity 3b
Estimated Time
40 Minutes
Objective
To provide you with an opportunity to self-evaluate your performance in a
team, as well as the overall functioning of the team.
Case Study
Ask yourself the following...
Question
Are you individually and jointly
accountable for the team’s purpose,
goals, approach and work products?
Can you and do you measure progress
against specific goals?
Do all members feel responsible for all
measures?
Are the members clear on what they
are individually responsible for and
what they are jointly responsible for?
Are you a reliable team member who
gets work done and does a fair share of
the work to meet commitments?
Is there a sense that “only the team
can fail”?
Yes
No
Comments
P a g e | 20
Do you consider these examples to be qualities to serve as a role model for
others?
Explain:
P a g e | 21
If yes or no....What do you consider the advantages or disadvantages of these
examples to be in achieving qualities to serve as a role model for others?
Discuss or complete the following according to the instructor
Quality/aspect
Can the team count on
you to deliver good
performance all the time
or just some of the time?
Do you speak up and
express your thoughts
and ideas clearly,
directly, honestly, and
with respect for others
and for the work of the
team?
Are you a good listener?
Are good listeners
essential for teams to
function effectively?
Do you participate and
fully engage in the work
of the team rather than
sit passively on the
sidelines?
Advantages
Disadvantages
P a g e | 22
Is your approach a “cando” attitude?
Do you demonstrate
that you can help the
team achieve success?
Do you share
information, knowledge,
and experience and take
the initiative to keep
other team members
informed?
Do you share open
communication with the
team not just at formal
meetings?
Are you flexible in your
approach and thinking as
teams often deal with
changing conditions?
P a g e | 23
What other areas do you consider important to serve as a role model for others
and enhance the organisations image for all stakeholders?
Discuss or detail below – according to the instructor
Example
Why
P a g e | 24
Activity 4a
Estimated Time
30 Minutes
Objective
To provide you with an opportunity to give example on how to establish and
maintain open communication processes with all stakeholders.
Case Study
Suggest your views and detail examples on the following process examples for
effective communication with stakeholders.
Add your own suggestions as well.
Process
Set your vision, objectives,
communication need
Determine your communication
strategy as each approach and
circumstance will be different
Plan for any organisational changes
that may occur when communicating
with stakeholders
Create your communication
implementation plan
Implement/initiate your process
Your views and examples
P a g e | 25
Measure your success
➢ As required by the organisation
➢ In a format that complies with
the legal requirements for your
organisation
➢ Where appropriate statements
may also be recorded from
stakeholders as part of open
communication.
➢ Such as audiotape or
audiovisual (video) devices
Other
P a g e | 26
Activity 4b
Estimated Time
30 Minutes
Objective
To provide you with an opportunity to discuss your workplace communication
procedures.
Case Study
In groups of three (3) or as directed by the instructor, discuss your workplace
communication procedures.
Suggested area
Is there a culture of open
communication from
appropriate workplace
senior management to
teams
What are the existing lines
of communication with line
managers
Are there an open lines of
communication with your
work colleagues
Are all forms of
communications answered
or followed promptly and
appropriately
Your comments and suggestions
P a g e | 27
Activity 4b continued
Estimated Time
30 Minutes
Objective
Case Study
To provide you with an opportunity to discuss your team communication plan.
Does your workplace have in place a similar team communication plan to that
above, or do you have another format that you can share with the class?
Details
Your comments
P a g e | 28
Activity 4c
Estimated Time
30 Minutes
Objective
Case Study
To provide you with an opportunity to complete a communication checklist.
Using an example from your workplace, complete this suggested
communication check list and discuss its findings.
Discuss with the instructor if this activity is to be based on a hypothetical
situation.
Nature of the unresolved issues, concerns and problems raised by team
members
Discovery
Details
of issue
Type
Raised
by
Date
Raised
Background
Priority
(High/Medium/Low)
P a g e | 29
Action
Communication
Assigned to
Description
Target
Resolution
Date
Status/
Action
Taken
Final
Solution
Other
Describe the follow-up action/s undertaken with line manager/management
and other relevant stakeholders
P a g e | 30
Skills and Knowledge Activity
Estimated Time
45 Minutes
Objective
To provide you with an opportunity to demonstrate your knowledge of the
foundation skills, knowledge evidence and performance evidence.
Complete the following individually and attach your completed work to your
workbook.
Activity
The answers to the following questions will enable you to demonstrate your
knowledge of:
➢ Use leadership techniques and strategies to facilitate team cohesion and
work outcomes including:
➢ Develop policies and procedures to ensure team members take
responsibility for own work and assist others to undertake required roles
and responsibilities
➢ Establish processes to address issues and resolve performance issues
➢ Support team to meet expected performance outcomes including
providing formal and informal learning opportunities as needed
➢ Develop performance plans with key performance indicators (KPIs),
outputs and goals for individuals or the team which incorporate input
from stakeholders
➢ Communicate effectively with a range of stakeholders about team
performance plans and team performance
➢ Facilitate two-way flow of information between team and management
relevant to team performance
➢ Evaluate and take necessary corrective action regarding unresolved
issues, concerns and problems raised by internal or external stakeholders.
➢ Reading skills
➢ Writing skills
➢ Oral communication
➢ Navigate the world of work
➢ Interact with others
➢ Get the work done
➢ Explain how group dynamics can ...
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