Assessment Cover Sheet Please fill out the necessary information, and sign and date where required Training & Assessment Guide for Unit of Competency BSBLED501A Develop a Workplace Learning Environment & BSBLED502A Manage Programs that Promote Personal Effectiveness Student Name: Starting Date: Finishing Date: Date Submitted: Due Date: After receiving your booklet, It should take you a maximum of 10 weeks to complete. I DECLARE THAT : no part of this book (i.e. Answers to Questions, Documentation etc) has been copied from another person’s work except where referenced accordingly no other person has written any part of this book/assessment, except where such collaboration has been authorized by Queensland Polytechnic I hold a copy of the documentation within this book, which can be produced should the original be lost or damaged, or is deemed necessary the signature is my own and/or the email that I have sent, which includes this book, is my own personal email address this book has not been submitted for any other study requirements Name & Signature of Student: ADDITIONALLY: I have completed a pre-training review and have contributed to development of my training plan / qualification I am aware that this assessment item/book can be adapted to meet my individual needs if required I am aware that I can apply for RPL or RCC based on my previous experience of expertise I am aware that this assessment approach is negotiable and by undertaking this ‘book’, I have agreed upon this format I am aware of my responsibilities with regards to assessment items BSBLED501A DWLE & BSBLED502A MPPPE ________________________________________ Or, if submitted electronically, the receipt of the email is sufficient for electronic submission. Page 1 of 57 Student Number (if known): Student Contact Details Phone: Email: Marking of Assessment: Name & Signature of Assessor Karen Lamkin Attempt 1 - Successful Unsuccessful Attempt 2 - Successful Unsuccessful Was a Re-submission granted? Yes No N/A ________________________________________ (Can be handwritten or electronic) By signing the Assessment Cover Sheet, the student agrees that if a resubmission is required, they will make the suggested improvements Resubmission Date Due: _______________ Was an extension granted? Yes No N/A Extension Due Date: __________________ Assessment Summary / Final Checklist Assessment 1, Oral/Written Questions Successful Unsuccessful Assessment 2, Documentation Evidence, such documentation will include items like: Professional Development Forms (examples are made available to you within this booklet) Evidence of Health Issues Training Plan (examples of will be made available to you, within this booklet) Policies and procedure documents Evaluation form/s Progress reports Successful Unsuccessful Assessment 3, A discussion/observation with Trainer and Third Party Successful Unsuccessful Final Result - Competent Not Yet Competent Name & Signature of Student:____________________________________ Name & Signature of Assessor ____________________________________ Feedback / Comments Please note, all assessment items are kept by Queensland Polytechnic. Constructive Feedback will be provided by either phone call / email. By signing the Assessment Cover Sheet, the student agrees that feedback will be provided in this manner. This guide and all related learning resources contain material copied in reliance upon the Educational Copying Agreement between the Copyright Agency Ltd and Queensland Polytechnic/ACIL Training under Part VB of the Copyright Act 1968. Distribution is limited to enrolled students of Queensland Polytechnic/ACIL Training and their partners. BSBLED501A DWLE & BSBLED502A MPPPE Page 2 of 57 USING THIS BOOK The Certificate IV in Business consists of 10 units of competency (subjects). The Diploma of Management consists of 8 units. One unit within the Certificate IV in Business may be from a Diploma level. One unit within the Diploma of Management may be from the Advanced Diploma or Certificate IV level. The Diploma of Management is broken down into a number of booklets – generally it is one book per unit, however at times, you may have a book that covers two units. You will be given one book at a time to complete. Within this book you will find all the materials you need to undertake your study i.e. hand-written question and answers, supervisor and trainer third party observation forms, readings, and documentation/evidence that you need to collect and/or further assessment instructions. If you haven’t already got a load of documents/evidence, you have created throughout your career at Thrifty Car Rentals, or at other positions/organisations, you may need to jump on a computer and word-process a document, create a spreadsheet using Excel or a PowerPoint Presentation. When you do this, the document you create, will need to be attached to your booklet in the appropriate place (ready for marking). The books and the time it should take you to complete each one, varies considerably, depending on the requirement of the unit, your skills levels and/or previous experience and qualifications. WELCOME TO QUEENSLAND POLYTECHNIC Queensland Polytechnic is committed to providing you with quality training and assessment and assisting you in furthering your career and reaching your goals. Our trainers and assessors are highly qualified, have extensive experience in their industry, and are here to support you in your training program. The qualification you are enrolled in is made up of units of competency (units) – such as this one-- which have been determined by the relevant industries and categorised into National Competency Standards for specific industries. The standards provide a framework for training and assessment and specify what competencies an employee at a particular level within a particular industry can be reasonably expected to achieve. A competency is a skill that you have obtained or could obtain. A competency is made up of a number of elements – normally you demonstrate competency in a skill by demonstrating competence in each element that makes up that skill. Competency-based assessment involves collecting evidence and making judgements about whether competency has been achieved. Outlined below, are a number of areas that are relevant to Competency Based Learning / Qualifications. You may have already read about this in the Student Handbook, however, it is always good to re-revisit this information to ensure you understand it, and its relevance to you, each time you undertake a Unit of Competency. If you have any questions, concerns or issues with any of the information, please feel free to contact your Trainer / Assessor. Recognised Prior Learning (RPL) The purpose of Recognised Prior Learning (RPL) is to help Trainees / Students to claim credit towards national competency standards that form part of the program they are undertaking. Queensland Polytechnic recognises that skills and knowledge are gained through work, educational, and life experience regardless of how, when or where it was acquired, provided that the learning is relevant to the competency outcomes in a unit. Credit for these skills and knowledge may be given by Queensland Polytechnic towards unit and/or programs it currently offers. Recognition will be given to any applicant who has successfully completed units of competency which give equivalence into training programs offered by Queensland Polytechnic, and/or which have been gained with another recognised training organisation, eg TAFE. Queensland Polytechnic’s RPL Policy and practices are equitable and culturally inclusive. The Rules of Evidence (Sufficiency, Validity, Authenticity and Currency) and the Principles of Assessment apply to RPL applications just as they do to any other assessment. All RPL assessments are of the similar rigour when compared to other assessment tools and processes. Queensland Polytechnic strives for fair, objective and transparent decisions in all aspects of its operations. It will provide reassessment on appeal to any RPL applicant, if requested. If you believe, you have a case for your previous experience to be recognised, please contact your Trainer / Assessor. Exemptions, National Recognition and Credit Transfer If a student/trainee (you) has completed units from another course/program, and the content is very similar to what has been studied, an application for an exemption in that unit can be achieved. An assessment of the equivalence to the required learning outcomes, competency outcomes or standards in a qualification will be undertaken by a qualified Trainer / Assessor before credit transfer can be obtained. An application can be made for any of the above when the student believes that they have already attained the necessary skills and competencies. If you believe, you have a case for your previous experience to be recognised, please contact your Trainer / Assessor. BSBLED501A DWLE & BSBLED502A MPPPE Page 3 of 57 Flexible Delivery Flexible delivery means providing training when it best suits the participant and employer. Flexible delivery focuses on learning rather than teaching and to provide the best possible learning experience for the student. This means that the student (you) has greater control over what, when and how you learn. Rules of Evidence AQTF Standards state that assessment must be based on what is sometimes termed the 'rules of evidence' - validity, reliability, fairness and flexibility. Refer to Table 2, below. This is also good teaching and assessment practice and ensures the best learning outcomes for students. Table 2, Rules of Evidence Validity This means that the evidence relates to the unit competency, addresses essential skills and knowledge, dimensions of competency and employability skills A valid assessment assesses what it claims to assess Reliability This means that the assessment tool and process will produce consistent outcomes when applied by a range of assessors in a range of contexts. Thus, ‘consistent’ outcomes are achieved in assessment regardless of who does the assessment, when it is conducted and in whatever context it was conducted Evidence collected is relevant to the activities and demonstrates that the performance criteria have been met Fairness Flexibility This means that the assessment will not disadvantage any person and will take into account the Assessment Tasks and the Assessment Tools are structured so that they do not disadvantage This means that the assessment tool and process allows for assessment in a range of assessment contexts Assessment practices and methods are equitable to all learners and their characteristics Participants will be able to have their previous experience or expertise recognized (RPL or RCC) Assessment procedures and the criteria for judging performance are made clear to all learners The assessment approach can be adapted to meet the needs of all participants and workplaces Opportunities will be provided to allow participants to challenge assessments and have the opportunity of reassessment The assessment strategy adequately covers both the on and off-the-job components of training Where practical and appropriate, assessment will be negotiated and agreed between the assessor and the student Types of Evidence Evidence is information upon which an Assessor makes a judgement of competency. Evidence you may be asked to may include: Direct demonstration/observation Indirect demonstration Products Workplace documents Questions - written and oral Assignments Third party reports Self-assessment Simulation Portfolios BSBLED501A DWLE & BSBLED502A MPPPE Performance of a task, or range of tasks, either in the workplace or in a simulated work environment, witnessed directly by an Assessor Use of photographs, videos, etc. showing performance of a task when the Assessor cannot be present Models, items, objects that have been made, fixed or repaired by the student Rosters, budgets, reports, standard operating procedures etc. developed by the student Asking the student about real or hypothetical situations to check understanding, task management and contingency management skills. May be short answer, discussion, multiple choice, etc. Projects, reports, essays, etc, relevant to the learning, literacy and numeracy (LLN) requirements of the unit of competency Documented and verified reports from supervisor, colleague, subject expert, Trainer or others A student’s personal statement on their performance (not generally sufficient in isolation) Simulated activity to accommodate difficult to demonstrate criteria e.g. emergencies, contingencies, difficult behaviors etc. Collections of evidence compiled by the student Page 4 of 57 Equity Groups and Reasonable Adjustment 'Reasonable adjustment, sometimes called reasonable accommodation or allowable adjustment is designed to ensure that all students are treated equally in the assessment process – this means that, wherever possible, "reasonable", adjustments are made to the assessment process to meet the individual needs of students.' Equity groups may include, but are not limited to: Students with English as a second language Students with literacy or numeracy difficulties Indigenous students and/or students in remote locations Women in non-traditional industries Students with sensory impairment and/or students with physical or intellectual disabilities Reasonable adjustment may mean: Making learning materials and methods accessible Adapting the physical environment and equipment Making adjustments to the procedures for conducting assessment Making adjustments to the evidence gathering techniques In the event that you have difficulties understanding the requirements for the assessment outlined in this unit, due to language or any of the other difficulties, Queensland Polytechnic will attempt to make reasonable adjustments to the assessment in order to afford you every opportunity to achieve competency. This may include oral questioning or demonstration of skills and knowledge in another format. If you believe, you have a case for your needs to be adapted, please contact your Trainer / Assessor. Withdrawal from a Unit of Competency / Qualification If you wish to withdraw from a unit of competency / qualification / traineeship this may be negotiated between the student, employer and Queensland Polytechnic at any time. Quality Improvements Queensland Polytechnic is constantly looking for ways to improve its training and assessment services, its materials and its processes. From time to time materials may change due to improvement. Learner Surveys / Questionnaires Queensland Polytechnic requires all course participants to complete an AQTF Learner survey, once a year. The survey takes approximately 5 minutes to complete, and will be distributed at the end of each year, or at the end of your studies. The survey focuses on whether you have engaged in activities that are likely to promote high-quality skill outcomes and includes your perceptions of the quality of your competency development and of the support that you have received during your training. Data collected from the surveys, will help support continuous improvement processes ensuring that: Queensland Polytechnic continue to provide quality training and assessment across all our operations Queensland Polytechnic adhere to principles of access and equity and continue to maximise outcomes for our clients Queensland Polytechnic’s Management systems continue to be responsive to the needs of our clients (you), staff and stakeholders BSBLED501A DWLE & BSBLED502A MPPPE Page 5 of 57 UNIT DESCRIPTION BSBLED501A Develop a workplace learning environment - this unit describes the performance outcomes, skills and knowledge required to encourage and support the development of a learning environment in which work and learning come together. Particular emphasis is on the development of strategies to facilitate and promote learning, and to monitor and improve learning performance. Details of the competencies of this unit can be accessed at: http://www.training.gov.au BSBLED502A Manage programs that promote personal effectiveness - this unit describes the performance outcomes, skills and knowledge required to manage programs within a health and wellbeing focus. The unit addresses the management of the range of programs that would typically be associated with health and wellbeing such as stress management, smoking cessation, exercise, Employee Assistance Programs (EAPs). Details of the competencies of this unit can be accessed at: http://www.training.gov.au EMPLOYABILITY SKILLS Employability Skills are defined as "skills required not only to gain employment, but also to progress within an enterprise so as to achieve one's potential and contribute successfully to enterprise strategic directions". Hence, skills that applies across a variety of jobs and life contexts. These are also sometimes referred to as generic skills, capabilities, enabling skills, key competencies, key skills, core skills, life skills, essential skills, necessary skills, and transferable skills. Industry's preferred term is Employability Skills. An Employability Skills Framework was developed in 2002 by the Business Council of Australia and the Australian Chamber of Commerce and Industry, in consultation with other peak employer bodies. This framework, includes eight (8) ‘skill grouping’ Employability Skills, which are outlined in Table 1, below. Table 1, Employability Skills Communication Teamwork Problem Solving Initiative & Enterprise Planning & Organising Self-Management Learning Technology that contribute to productive and harmonious relations between employees and customers that contribute to productive working relationships and outcomes that contribute to productive outcomes that contribute to innovative outcomes That contribute to long term and short term strategic planning that contribute to employee satisfaction and growth that contribute to ongoing improvement and expansion in employee and company operations and outcomes; that contribute to effective execution of tasks More information about employability skills for these units can be accessed at: http://employabilityskills.training.com.au/. TRAINER / ASSESSOR Trainer / Assessor: Karen Lamkin, Karen@polytechnic.qld.edu.au Mobile: +61 439 817 361 BSBLED501A DWLE & BSBLED502A MPPPE Page 6 of 57 AUSTRALIAN CORE SKILLS FRAMEWORK (ACSF) Each activity/assessment in this booklet has been aligned to the ACSF’s “indicators” of competence so that they are at the levels appropriate to the delivery of language, literacy and numeracy skills underpinning the unit of competency. Units of Competency and minimum required levels of reading, writing, numeracy, oral communication and learning skills The following table provides the level of reading, writing, oral communication and numeracy that is required for the Units of the Certificate IV in Business and the Diploma of Management. UNIT CODE & TITLE: BSBLED502A Manage programs that promote personal effectiveness & BSBLED501A Develop a workplace learning environment PERFORMANCE EXAMPLE OF ACTIVITIES WORKPLACE & EMPLOYMENT APPLICATION LEVEL 4 AT THIS LEVEL - Read text and prepare a - Analyses, compares and contrasts information gained from tables and charts, e.g. ACSF Reading presentation. Read and information on products and materials in order to determine the suitability for Skills Level comment on an article about use in different locations ACSF Writing Skills Level - a contemporary issue - Write a report on a topic of interest Write procedures on minute taking - - - ACSF Oral Communication Skills Level - - - - ACSF Numeracy Skills Level - Communicate with people from diverse backgrounds. Prepare and lead a discussion Understands vocabulary specific to a topic Follows oral texts which include vocabulary that creates shades of meaning Responds to cues such as change of pace and particular words which indicate a new or important point is about to be made Reflects on the effectiveness of the interaction as it occurs requesting clarification, and/or variation in volume and pace as necessary Interprets gestures and other non-verbal features Responds to topic shifts and points of clarification, and gives non-verbal feedback Calculate and compare annual income options. Calculate area of an office - - - - - - BSBLED501A DWLE & BSBLED502A MPPPE Demonstrates understanding of texts describing interrelationships of events, e.g. reviews conflicting incident reports to identify key issues and possible follow up action Prepares an induction manual or standard operating procedures to be used in the workplace Documents roles, responsibilities and timeframes for a project plan Compiles a report (e.g. on sales figures) with input from a range of sources Writes clear and detailed instructions organised sequentially, for individual members of a group in order to complete a group activity Prepares data for a team/group using graphs to compare production or activity over a period of time, and includes recommendations for improvements Gathers information from a range of sources and rewrites using headings, instructions and layout that meet the needs of the audience and purpose of the text, e.g. job instructions or evacuation instructions Writes an instruction manual for a new piece of equipment or machinery Creates a range of formal texts incorporating specific workplace proformas and language and maintains records on a computer, e.g. memos, letters to clients, agendas, minutes, emails or reports Demonstrates understanding of a text describing complex interrelationships of events, e.g. writes a letter to a customer apologising for a lost item or prepares a report for a manager detailing a problem and steps taken to address it Explains technological concepts to a work group unfamiliar with the concepts involved, using visual aids such as photos and diagrams Leads a discussion with a focus group to explore solutions to a complex workplace problem Determines customer requirements through open-ended questioning, active listening, paraphrasing and summarising Expresses own values, ideas and attributes through language choice as appropriate to various contexts, e.g. job interview or group discussion Negotiates a win-win outcome with a work colleague, demonstrating conflict resolution skills Leads and/or facilitates group discussion which explores solutions to specific problems with new technology, e.g. implementation issues arising from changing work practices as a result of installation of a new computer system Uses aids (e.g. machine/equipment parts, photos, diagrams or scaled models) to explain technological concepts or scientific phenomena to an audience or work group Collects, represents, summarises and interprets a range of statistical data appropriately, e.g. in tables, spreadsheets, graphs, plots, measures of central tendency (mean, median, mode) and simple measures of spread Works in a group to investigate and report on the options and costs for the use of a fleet of vehicles for the running of a business, e.g. comparing the use of cars versus motor bikes for a courier service or comparing leasing cars versus outright purchase Works in a team to plan and develop an operating budget for a task or project, including the income from different sources (e.g. government funding, membership fees or sales) and expenses (e.g. staffing, materials, marketing, overheads, travel, training or IT support) Collects and accurately records data (e.g. measurements, quantities or digital outputs) on to an appropriate device (e.g. graph, chart, spreadsheet or handheld device), interprets results and outcomes, identifies anomalies or errors and Page 7 of 57 - - - - ACSF Learning Skills Level Identify and document career goals - - can respond appropriates by acting to correct processes or inputs Interprets and uses ratios and scales to read and discuss the design and dimensions on the plan of a property (e.g. building, workplace, office or shop) in order to allocate working space and furniture Represents statistical system information and data (e.g. customer satisfaction survey results, phone enquiry data or customer profiles), and analyses and interprets the data using graphical and numerical processes (e.g. graphs, charts or averages) to show different interpretations and influences Calculates, compares and interprets the probabilities of some given or described events in both numerical and qualitative terms, e.g. production numbers or faults, or accidents Organise own workplace professional development/training plan to achieve a negotiated outcome with consideration of personal priorities and demands on time Actively seeks feedback from others as a way of improving performance, e.g. approaches peers, manager or customers Makes changes to work routine to meet deadlines, drawing on insights gained from previous experiences Uses organisational file sharing and storage systems Actively encourages others to learn Initiates team problem solving sessions Participates in and contributes to change management in the workplace PERFORMANCE VARIABLES These variables may influence the individual’s performance at any time Support Works independently and initiates and uses support from a range of established resources Context Text Complexity Task Complexity Range of contexts, including some that are unfamiliar and/or unpredictable Complex texts Embedded information Includes specialised vocabulary Includes abstraction and symbolism Complex task organisation and analysis involving application of a number of steps Processes include extracting, extrapolating, inferencing, reflecting, abstracting EXAMPLE OF TEXT DOCUMENTS WITHIN 3 DOMAINS OF COMMUNICATION Text Type Personal & Community Workplace & Employment Education and Training Procedural Recipe Standard operating procedures Instructions for completing assessment task Persuasive Email to local council complaining about cat registration bylaws Informative Club newsletter Creative Report for CEO presenting argument and recommendations for a particular piece of new equipment Report of different approaches to risk management used in the industry Oral presentation on an issue in area of study/expertise Research paper on main developments in WH&S in the last 20 years Poem Design project Advertising copy or short story Technical Explanation of parts of a camera Instruction manual for a new piece of equipment Report on advantages of new computer system in library Regulatory Council planning permission form Industry standards list Course completion requirements Descriptive Recount of trip to botanic gardens Memo outlining new office furniture Essay comparing two paintings MATERIALS & RESOURCES REQUIRED All readings, samples, information contained within this Training & Assessment Guide plus the “Introduction to Thrifty Training Manual” available on the intranet. Additional readings relating to this unit can be found on the intranet and/or requested by yourself (to be send to you via email). All students are advised of the need for regular access to the internet, intranet and CarsPlus, and a reliable calculator, printer and computer/laptop with Microsoft Word, Excel, PowerPoint, Outlook and Internet Explorer (or similar) software applications, for completion of the Certificate IV in Business and/or the Diploma of Management Access to Thrifty’s policies and procedures as well as relevant legislation is also required. If you have problems accessing this, please contact your Trainer or immediate supervisor, ASAP During the Assessment Process, if sample documentation is required, and it is either not provided in this book or you cannot locate it in the workplace, please contact your immediate supervisor and/or Trainer/Assessor, so that this can be provided to you. Regular access to your Trainer/Assessor and supervisors at Thrifty Car Rentals BSBLED501A DWLE & BSBLED502A MPPPE Page 8 of 57 ASSESSMENT REQUIREMENTS Assessments must be handed in on time. Please note, Progression Reports will be provided to your supervisor on a three (3) monthly basis. Signed assessment cover sheets (the front page of this book), must accompany each assessment/book. Students must complete all assessment activities for this unit/book to a satisfactory level in order to be deemed competent in the unit. Students will be allowed one resubmission of each assessment providing they have made a reasonable attempt on the first submission. Queensland Polytechnic strives for fair, objective and transparent decisions in all aspects of its operations. It will provide reassessment on appeal to any applicant, if requested. ASSESSMENT INSTRUCTIONS & DETAILS Part of your assessment for this unit is that you demonstrate you can meet designated timelines. This means submitting work within the timeline indicated in your study schedule, outlined below. You will also have the chance to develop and practice employability skills such as communication, teamwork, problem solving, initiative and enterprise, planning and organizing, self-management, learning, and technology. In order to achieve Competency for these TWO units, this book, and all of its all assessment tasks must be completed to a satisfactory level. An acceptable or satisfactory performance level for assessments will be based on what would be expected of a person completing a similar task in the workplace. You may request feedback and advice from your Trainer/Assessor at any time prior to submitting the completed book. The assessment tasks for this unit will require you to complete the following: Assessment 1, Oral/Written Questions: answer a number of questions / scenario case studies and provide examples, comments or explanations to particular incidents/activities that occur within Thrifty Car Rentals. Provide as much detail as you can since the more knowledge you show, the less time it will take you to be deemed competent in the unit. Assessment 2, Documentation Evidence: provide hard copy evidence/documentation. This will be required to be attached to the booklet where indicated. Such documentation will include items like: Professional Development Forms (examples are made available to you within this booklet) Evidence of Health Issues Training Plan (examples of will be made available to you, within this booklet) Policies and procedure documents Evaluation form/s Progress reports Assessment 3, A discussion/observation with the Trainer & Third Party: have your immediate supervisor and Trainer, sign off on your competence in the relevant areas, after discussing your training program with you. BSBLED501A DWLE & BSBLED502A MPPPE Page 9 of 57 ASSESSMENT MARKING It is acceptable for different students to undertake the same Assessment Task in different ways and to format their finished work differently. Answers to questions throughout this book, may be completed in a variety of ways, appropriate to the specific question, including: writing continuous paragraphs of text using headings and sub-headings to organise text using bullet points rather than, (or as well as, continuous text providing examples and illustrations from experience – particularly relevant work experience submitting workplace documents that are examples of work completed in the workplace Your Trainer / Assessor will make a decision about whether an Assessment Task has been satisfactorily completed based on the following considerations: all parts of the Assessment Task outlined in book, have been completed to a standard that satisfactorily meets the competency requirements set out for the unit, on the training.gov website ie. all Elements of the Performance Criteria, Required Skills, Required Knowledge, Critical Aspects have been meet your work is of a standard to be acceptable in the workplace, as deemed by your immediate supervisor your work is has acceptable formatting, expression, language, spelling and grammar the Assessment Task is your own work, except where appropriately acknowledged by the use of referencing . Please note, while it is not essential for VET students to include the ideas and work of others in assessment tasks – particularly practical tasks - it is good practice to do so when appropriate to the task. It is highly likely to be necessary to refer to texts and learning materials when answering questions which focus on knowledge and how to apply it to specific situations. Learning to reference appropriately also helps student develop skills that will be essential should they decide to go on to higher education/university, later. If you are deemed ‘not yet competent’ for an assessment item, a sample/indicative answer will be shown to you, to help you determine competency in the assessment item. STUDY / WORK SCHEDULE & RESOURCE LIST You will participate in a face-to-face introductory workshop and/or online conversation in Week 1, which will get you oriented and started on this unit. At this time, your Trainer/Assessor will go through this book and the Assessment requirements/tasks. Should you not fully understand a question and/or assessment, please ask for assistance. The remaining weeks, you will complete your study by working through the activities within this booklet and attaching the required evidence, as instructed. The training/wellbeing program that you develop (as your assessment item for this unit) will need to be planned, implemented and reviewed. The time it takes to get approval for your training plan and to implement this into your department / branch, will impact upon the length of time you take to complete this unit. If you have any concerns, please contact your Trainer. In the last week of your course, you will need to organise to have a discussion with the Trainer and your immediate supervisor, which will be documented. After this, you can then submit this booklet to your Trainer, in hard copy format. Make sure that all the evidence/documentation is attached to the booklet where required/indicated. The following schedule will tell you what you need to complete each week and what resources you need to review. If you follow this schedule to complete and hand in your work you will have no trouble being ready for the final submission of this booklet. It should only take you 10 weeks (100 hours) to complete the reading and assessment activities. Please note however, the time you will need to spend on your learning for this unit will also vary depending on your reading skills, computer skills, modem speed and writing skills. Please don’t hesitate to contact your Trainer / Assessor immediately if you have any difficulties. Problems have a way of growing bigger over time – so your Trainer who is assessing your work would much rather hear from you early so any issues can be solved and you can move ahead with your learning. Your Trainer / Assessor will reply within one day. BSBLED501A DWLE & BSBLED502A MPPPE Page 10 of 57 ASSESSMENT 1 - RECOMMENDED STUDY AND READING SCHEDULE FOR BSBLED501A Develop a workplace learning environment & BSBLED502A Manage programs that promote personal effectiveness Week Topic Covered Week Identifying employee health issues 1 RS2 DWLE CA1, CA3 MPPPE (partial) RK1 MPPPE (partial) Resources and Assessments What are the health issues of the staff within your department/branch /location? List these. Attach evidence of this information in the booklet, where indicated – this evidence could be emails between yourself and staff, or a survey form that you have collected from staff. HINT: smoking obesity lack of physical fitness stress depression and anxiety diet alcohol or drug use diabetes PC 1.1 MPPPE RS2 DWLE What are the implications of these health issues for the organisation as a whole, or the business goals of Thrifty? You may need to conduct some external research on the areas. PC1.2 MPPPE HINT: productivity, increased illness and absenteeism, high turnover CA1, CA3 MPPPE (partial) BSBLED501A DWLE & BSBLED502A MPPPE Page 11 of 57 Identifying learning needs of staff within your department Thinking of the health issues you have identified, what are the LEARNING NEEDS of the staff in terms of these health issues? I.e. What do staff need to learn about these health issues to ensure they take more care of themselves? PC1.2 DWLE RS2, RS3(d) DWLE CA1, CA3 MPPPE (partial) BSBLED501A DWLE & BSBLED502A MPPPE Page 12 of 57 Addressing health concerns of employees through the provision of the development of learning programs How can you address the health issues? What are the options available to you? HINT: lunch options, conduct information awareness programs, develop policies on stress management, offer more flexibility in working hours, offer gym memberships, subsidise exercise programs, develop training programs based on group fitness/exercising after work CA1, CA3 MPPPE (partial) RK1 MPPPE (partial) PC 1.3 MPPPE PC1.1 DWLE Are there any INFORMAL learning opportunities available at Thrifty already (nationally, or within your branch) that will address these health issues? YES / NO. Explain. BSBLED501A DWLE & BSBLED502A MPPPE Page 13 of 57 PC1.1 DWLE What about STRUCTURED FORMAL learning opportunities? These are activities conducted outside and/or within the workplace such as: Accredited training through a Registered Training Organisation (RTO) like Queensland Polytechnic Short courses Workshops Coaching, mentoring, shadowing Exchange or job rotations Induction See Reading 1 for an explanation of some of these. Week 2 CA2 DWLE Could any of these ‘models’ be helpful in regards to addressing the health issues within the department and/or branch? Explain PC1.4 MPPPE RS1 (d) DWLE Go to your supervisor and/or Managing Director and inform him/her of your findings. Explain the options you have discovered to address these issues and get him/her to commit to supporting at least one option. List below, which option this is and why. BSBLED501A DWLE & BSBLED502A MPPPE Page 14 of 57 PC2.1 MPPPE Plan a training program in consultation with others within the organisation (individuals who can help you) which will improve the overall wellbeing of the staff. Outline below (in draft format), what your program will consist of. Make sure you answer the following questions: What are the overall goals (or outputs) of the program? I.e. what do you want to achieve? How long will the program go for? BSBLED501A DWLE & BSBLED502A MPPPE Page 15 of 57 PC2.2 MPPPE What kinds of administrative structures/resources are you going to need for the program? What other resources will you need? Consultation Who are you going to have to liaison with (internally or externally, or both) to help you develop your training program to ensure that it enhances BOTH the staff and the organization’s performance, overall? Eg. Training Experts PC1.6 DWLE BSBLED501A DWLE & BSBLED502A MPPPE Page 16 of 57 Plan a health and wellbeing program Who will be responsible for the program? List the individuals who will be involved and what their roles will be. PC2.3, MPPPE (partial) Who are the stakeholders in this program? PC2.3, 2.4, MPPPE (partial) PC3.2 MPPPE How will you communicate within Thrifty (or your department or branch) about your program? I.e. how will you communicate information about the program to stakeholders? How will you provide support, assistance and mentoring to staff about the program? BSBLED501A DWLE & BSBLED502A MPPPE Page 17 of 57 PC2.4 MPPPE PC3.3 MPPPE How will you market your program to ensure you get a lot of employees on board? What key performance indicators or standards would you focus on? (partial) PC3.3 MPPPE What sort of tracking systems will you put in place to ensure that these goals / standards (that you listed above) are being met? (partial) BSBLED501A DWLE & BSBLED502A MPPPE Page 18 of 57 PC3.3 MPPPE What format will these tracking devices take (i.e. progress reports)? Attach (where indicated in this book) an example of the progress report you will use/have used (after implementation process) (partial) PC3.4 MPPPE What milestones and agreed time lines will you need to have to ensure that progress is being made? PC3.1 DWLE What about WH&S issues – how will you ensure these are being met whist you conduct the training? (partial) BSBLED501A DWLE & BSBLED502A MPPPE Page 19 of 57 Would your program be focusing on improving processes and procedures within your department / branch? YES / NO. Explain. BSBLED501A DWLE & BSBLED502A MPPPE Page 20 of 57 Developing a Training Plan that factors in Diversity of Needs Learning Strategies Make sure you remember the diverse nature of your department (e.g. Different personality styles, different learning styles, different ages/generations, males vs females, part time vs full time staff, different ethnic/cultural backgrounds etc). The strategies you use in your training plan will need to reflect this diversity. E.g. Group work vs individual work, hands on training vs thinking or reading, etc. You may like to re-read Reading 1. Explain how have you taken this into account? PC1.4 DWLE BSBLED501A DWLE & BSBLED502A MPPPE Page 21 of 57 PC1.5 DWLE Week 3 Program Management Plan How will you ensure that your training program allows as many staff members as possible within your department to participate? I.e. How will you maximise access to your program? Now it is time to turn your ‘draft’ Training Plan ideas, into a formal document. See Reading 2 – Example of a Training Plan. Attach your formal training plan, where indicated in this booklet. RS3 (a) DWLE PC2.5 MPPPE (partial) Communication Strategies What strategies would you need to develop to ensure that your training program is supported by the management and staff at Thrifty, and that everyone will be happy to share their skills/knowledge/ benefits / concerns with each other? BSBLED501A DWLE & BSBLED502A MPPPE Page 22 of 57 PC2.2 DWLE PC2.3 DWLE (partial) What PROCEDURES (i.e. steps) will you need to implement in the organisation to ensure the training program contributes to the development of knowledge, skills and attitudes? What POLICIES and PROCEDURES will you need to implement to encourage staff to assess their own health concerns and to identify their own development needs, in this area? HINT: check out Thrifty’s work-life balance policy and see if you get any ideas from this. Week 3-5 (this could be longer) Develop policy and/or procedure documents PC2.3 DWLE It’s now time to get serious about your program. You have planned it all out, and now it is time to DEVELOP a policy and/or procedure document and implement in into Thrifty, in regards to your program. Attach the policy and/or procedure document to this booklet, where indicated. Explain what your document covers. Make sure your policy/procedure asks individuals to realistically assess their competencies/skills to identify their training needs. PC3.1 MPPPE (Partial) BSBLED501A DWLE & BSBLED502A MPPPE Page 23 of 57 Implementing the program It’s now time to IMPLEMENT your training program – depending on how long the program is, will depend on how fast you can move onto the next section of the booklet. Have fun! PC2.1,2.2,2.3 DWLE (partial) PC3.1 MPPPE (partial) Rewarding employees Recognising learning/development achievements in the workplace is important. How do you propose to do this to ensure timely, appropriate rewards and/or feedback is provided to staff? E.g. How can you make sure that staff are rewarded if they participate in your program and do well at it. PC2.5 DWLE BSBLED501A DWLE & BSBLED502A MPPPE Page 24 of 57 Week 6 PC2.4 DWLE (or could be longer) How will you share the BENEFITS of your training program with others in the organisation? How will you EVALUATE your program to determine if it’s been successful or not? Monitoring and reviewing workplace learning HINT: collect data/information in a survey format, obtain feedback from staff, conduct a cost vs. benefit analysis Attach evidence of this in this book (where indicated). I.e. a survey form you have developed which asks for feedback about your program RS3 © DWLE PC 2.5 MPPPE (partial) CA2 MPPPE RK2 MPPPE BSBLED501A DWLE & BSBLED502A MPPPE Page 25 of 57 PC 3.1 DWLE (partial) How are you going to monitor the performance of staff (in regards to your training program) to ensure that you have covered all the necessary areas? PC 2.1 MPPPE (partial) CA2 MPPPE Improvement strategies What feedback / continuous improvement ideas can you obtain along the way, from staff members to help you improve upon the Training Program (for future use)? PC3.2 DWLE PC4.1, 4.3 MPPPE BSBLED501A DWLE & BSBLED502A MPPPE Page 26 of 57 After you have run the program for the first time, reflect back on it. RS3 (e), PC3.3 DWLE What adjustments will need to be made, to improve the efficiency and effectiveness of the process next time? NOTE: you may need to discuss/negotiate your ideas with a T&D expert. If so, outline these discussions below. Record keeping and management methods What processes will you need to put into place to ensure that records and reports are documented and maintained (so the organisation can use these in the future)? HINT: maybe you needed to get staff to sign waiver forms, which needed to be filed on staff records. PC3.4 DWLE BSBLED501A DWLE & BSBLED502A MPPPE Page 27 of 57 PC4.2 MPPPE PC2.1 DWLE Required Skills RS1 DWLE How will you communicate information about the program’s success to the stakeholders and other members of the organisation? Eg. Email? Newsletters? It is very important that a ‘learning culture’ is always encouraged amongst staff. What things/activities could you do / could have done within the organisation to ensure staff take advantage of the training opportunities made available to them (ie. Like the Certificate IV or Diploma of Management traineeships or the training program you just developed)? There are vast arrays of skills that are needed to develop a workplace learning program. These include but are not limited to communication, literacy, planning, organising, research and analysis. Explain with an example (for each) how you used these skills when developing your workplace learning program. Communication skills - to deal with people openly and fairly Communication skills - to encourage colleagues to share their knowledge and skills BSBLED501A DWLE & BSBLED502A MPPPE Page 28 of 57 Communication skills - to gain trust and confidence of colleagues RS2 DWLE Planning and Organising skills – to facilitate, promote and monitor the learning environment in particular: RS1 MPPPE RS2 MPPPE Having the ability to schedule and monitor activities Having the ability to coach and mentor colleagues to ensure they support the learning environment you are trying to provide Having the ability to select and use ‘work based activities’ to create learning environments Having the ability to establish a workplace which is conducive to learning Research and analysis skills – to explore health issues BSBLED501A DWLE & BSBLED502A MPPPE Page 29 of 57 Research and analysis skills – to review data to determine whether employee health initiatives are meeting their objectives Relationship Management Explain with an example, how you manage the relationships at work, to ensure you achieve the outcomes you desire (ie. The learning environment you are aiming for) RK1 DWLE CA4 DWLE Terminology Training Principles & Techniques: Give a brief overview of the following terms. You may use an example, or a definition to help you explain: RK2 DWLE Adult Learning Coaching and mentoring Consultation and communication BSBLED501A DWLE & BSBLED502A MPPPE Page 30 of 57 Improvement strategies Leadership Learning environment / learning culture Monitoring workplace learning Problem identification Structured learning Work based learning BSBLED501A DWLE & BSBLED502A MPPPE Page 31 of 57 Performance Development Provide three examples of how an organisation can review your performance? Eg. How can they provide you with feedback on your development needs? HINT: formal performance appraisals, conducting observations / mystery shoppers CA1 DWLE Professional Development Models CA2 DWLE Attach an example of a professional development / appraisal document that is used within your organisation. Look on the Intranet for this document or you may need to ask your immediate supervisor for assistance, if you do not know where these are kept. Alternatively, refer to the document attached at the back of this book (Reading 3). Explain how the document (from your organisation OR the example documentation, in Reading 3) is filled out/used. BSBLED501A DWLE & BSBLED502A MPPPE Page 32 of 57 Professional Development Options Outline the ‘options’ you have available at Thrifty, for professional development? CA3 DWLE BSBLED501A DWLE & BSBLED502A MPPPE Page 33 of 57 ATTACH EXAMPLE OF PROFESSIONAL DEVELOPMENT FORM FROM YOUR ORGANIZATION, IF POSSIBLE, HERE BSBLED501A DWLE & BSBLED502A MPPPE Page 34 of 57 ATTACH EVIDENCE OF HEALTH ISSUES, HERE BSBLED501A DWLE & BSBLED502A MPPPE Page 35 of 57 ATTACH FORMAL TRAINING PLAN, HERE (OR FILL OUT THE ONE BELOW) TRAINING PLAN Training Title: TRAI NI NG PLAN AI M PERFORMANCE OBJECTI V ES RESOURCES TEACHI NG AND LEARNI NG ACTI VI TI ES DURATION ASSESSMENT EVALUATI ON BSBLED501A DWLE & BSBLED502A MPPPE Page 36 of 57 ATTACH POLICY AND/OR PROCEDURE DOCUMENT, HERE BSBLED501A DWLE & BSBLED502A MPPPE Page 37 of 57 ATTACH EVIDENCE OF EVALUATION OF THE PROGRAM, HERE. EG. FEEDBACK FORMS BSBLED501A DWLE & BSBLED502A MPPPE Page 38 of 57 ATTACH PROGRESS REPORT, HERE BSBLED501A DWLE & BSBLED502A MPPPE Page 39 of 57 ASSESSEMENT 3 - BSBLED501A Develop a workplace learning environment - Trainer/Assessor & Third Party Workplace Discussion Form Information for Thrifty Car Rental Staff Member - Workplace Observations are a critical part of each student/trainee’ training. They provide evidence that verifies competency within the workplace. As the trainee’s immediate supervisor, you can contribute in a meaningful manner to the training process through the accurate and timely recording of observations. It is important that evidence gathering through observation takes places over a number of shifts, and under a range of circumstances and at various times. Observation may be undertaken in either a formal or informal setting. A ‘formal’ setting occurs when you and student/trainee arrange a fixed time when observation will take place. ‘Informal’ settings provide opportunities for you to observe the student/trainee under a variety of conditions ranging from the ‘normal day’ to situations of ‘stress’. It is the student/trainees’ right to be provided with timely feedback on performance. Based on the observation, you may ask the student/trainee additional questions or prompt them for clarification if they are close to the correct response/behavior/action, and you believe they have the knowledge/skills to show competency in the unit. The trainee should be given every reasonable chance to show you they have the skills and knowledge through their responses. Student/Trainee’s Name: Student/Trainees Job Position: Dates/Shifts/Times: Observer (i.e. Supervisor or Senior Co-worker): Assessor (ie. QP’s marker): Performance Element Performance Criteria Can the trainee identify potential formal and informal learning opportunities? Create learning opportunities Could include: Short courses WHS courses Courses such as Cert IV or Diploma of Management Kingmill Courses Induction training Upskilling / coaching or mentoring from management Can the trainee Identify learning needs of individuals in relation to the needs of the team and/or Thrifty, and available learning opportunities? S or US S or US Eg. Learning needed to progress to next level of Thrifty or Learning needed to fix the gaps in understanding Can the trainee develop and implement learning plans as an integral part of individual and team performance plans? S or US Eg. KPIs, WHS, performance appraisal findings, department findings on overall performance Can the trainee develop strategies to ensure that learning plans reflect the diversity of needs? S or US Eg. Different ages, sexes, style of learning preferences Can the trainee ensure Thrifty’s procedures maximise individual and team access to, and participation in, learning opportunities? S or US BSBLED501A DWLE & BSBLED502A MPPPE Comments S or US Page 40 of 57 Can the trainee ensure that effective liaison occurs with training and development specialists and contribute to learning opportunities which enhance individual, team and Thrifty’s performance? S or US Internally, this is Training & Development Manager Facilitate and promote learning Externally, this could be Queensland Polytechnic or Kingmill T&D managers Can the trainee develop strategies to ensure that workplace learning opportunities are used and that team members are encouraged to share their skills and knowledge to encourage a learning culture within the team? Eg. Team members share learning experiences & knowledge to help Thrifty as a whole Can the trainee implement Thrifty’s procedures to ensure workplace learning opportunities contribute to the development of appropriate workplace knowledge, skills and attitudes? Eg. The implementation of Jonday-based, Kingmill-based or external based training in areas such as Sales training, upselling, cars plus knowledge Can the trainee implement policies and procedures to encourage team members to assess their own competencies, and to identify their own learning and development needs? S or US S or US S or US Eg. Self assessment quizzes, online training via intranet, mentoring of junior/new staff Does the trainee share the benefits of learning with others in the team and organization? Monitor and improve learning effectiveness Can the trainee recognise workplace achievement by timely and appropriate recognition, feedback and rewards? Can the trainee use strategies to ensure that team and individual learning performance is monitored to determine the type and extent of any additional work-based support required, and any Work Health & Safety (WH&S) issues? Does the trainee use feedback from individuals and teams to identify and introduce improvements in future learning arrangements? Does the trainee make adjustments, negotiated with training and development specialists, for improvements to the efficiency and effectiveness of learning? BSBLED501A DWLE & BSBLED502A MPPPE S or US S or US S or US S or US S or US Page 41 of 57 Required Skills Does the trainee use processes to ensure that records and reports of competency are documented and maintained within Thrifty’s systems and procedures to inform future planning? Can the trainee demonstrate communication skills to: deal with people openly and fairly encourage colleagues to share their knowledge and skills gain the trust and confidence of colleagues use consultation skills effectively Does the trainee use literacy skills to access and use workplace information? Does the trainee use their planning and organisational skills to facilitate, promote and monitor learning by: developing learning/training plans establishing a workplace which is conducive to learning eg. Mentoring, sharing of information is encouraged evaluating the effectiveness of learning eg. Benefits vs costs identifying learning needs on an individual / branch basis negotiating learning arrangements with training and development specialists eg. Internal & external providers selecting and using work activities to create learning opportunities eg. Management workshops, branch meetings, area meetings, Kingmill-wide initiatives using coaching and mentoring to support learning Required Knowledge Critical Aspects (Evidence Required) Does the trainee have the knowledge required to manage relationships so as to achieve a learning environment? Does trainee have knowledge of principles and techniques involved in the management and organization of: adult learning eg. Being responsible coaching and mentoring consultation and communication improvement strategies leadership learning environment and learning culture monitoring and reviewing workplace learning problem identification and resolution record keeping and management methods structured learning work-based learning Did the trainee review performance development needs and provide feedback on those needs? Did the trainee know a range of methods/techniques of how this could be done? Eg. Interview, formal training, informal training, coaching, mentoring BSBLED501A DWLE & BSBLED502A MPPPE S or US S or US S or US S or US S or US S or US S or US Page 42 of 57 Did trainee understand models for planning professional development? Ie. Internal models of training (Jonday-based), external models of training (outsource experts or refer to Kingmillbased training), face to face, online, mentoring/buddying, induction, post induction, group training, department training, individual based training. Did Trainee understand options available for professional development? Eg. This traineeship course, university, telephone/sales training etc Did the trainee have the knowledge required to manage relationships to achieve a learning environment? S or US S or US S or US ASSESSMENT 3 - BSBLED502A Manage programs that promote personal effectiveness Trainer/Assessor & Third Party Workplace Discussion Form Performance Element Performance Criteria Can the trainee identify and collect information on employee health issues from appropriate internal and external sources? Research and analyze employee health issues S or US Comments S or US Eg. Alcohol or drug use, diet, lifestyle related diseases such as diabetes, mental health including depression, physical fitness, smoking, stress Can the trainee review findings and their implications for Thrifty and business objectives? S or US Eg. Increase productivity, reduce illness and absenteeism Can the trainee develop options for addressing identified health issues? S or US Eg. Offering flexible working hours or leave arrangements, offering bootcamp training, developing policies on diet, food, exercise or stress management in terms of how it pertains to work Plan health and wellbeing programs Can the trainee obtain support from senior managers for preferred option/s? S or US Can the trainee develop program/s scope and objectives in consultation with appropriate industry consultants, colleagues and managers? S or US Can the trainee plan and create administrative structure and resources for the program/s? S or US Can the trainee establish program responsibilities and clearly communicate to all stakeholders? S or US Eg. All locations/metroplexes, owners BSBLED501A DWLE & BSBLED502A MPPPE Page 43 of 57 Can the trainee plan communications and marketing strategies in conjunction with stakeholders? Can the trainee establish suitable evaluation methods, develop an overall program management plan and communicate this plan to stakeholders? Implement, administer and monitor programs Evaluate programs Required Skills Critical Aspects (Evidence Required) S or US Can the trainee prepare policy documents, and implement and monitor strategies in conjunction with program team members? S or US Can the trainee provide appropriate support, assistance and mentors to relevant personnel? S or US Can the trainee implement and monitor tracking systems according to program guidelines? S or US Can the trainee reach program milestones within the agreed time lines and provide regular progress reports to stakeholders? S or US Can the trainee use agreed evaluation methods to assess the effectiveness of the program at specific stages? S or US Eg. Collection of data, cost vs benefit analysis, feedback from staff, interviews Can the trainee communicate information from program evaluation process to stakeholders? S or US Can the trainee incorporate evaluation process and outcomes into continuous improvement strategies, enterprise agreements and future corporate plans? S or US Did the trainee have planning and organising skills to be able to schedule and monitor activities? S or US Did the trainee have research and analysis skills to explore employee health issues and to review data to determine whether employee health initiatives are meeting their objective? Required Knowledge S or US S or US Did the trainee have knowledge of a range of employee health issues and options for improving health outcomes? S or US Did the trainee have knowledge of the employee health program in terms of design and evaluation techniques? S or US Did the trainee conduct research on employee health issues and a plan to improve employee health in one or more areas? S or US BSBLED501A DWLE & BSBLED502A MPPPE Page 44 of 57 Did the trainee demonstrate techniques for monitoring an employee health program and evaluating its effectiveness? S or US Did the trainee have knowledge of a range of employee health issues and options for improving health outcomes? S or US QUEENSLAND POLYTECHNIC’S STAFF MEMBER TO FILL OUT THRIFTY CAR RENTAL’s SENIOR STAFF MEMBER TO FILL OUT The trainee is competent in the unit: The trainee is competent in this unit. Satisfactory Unsatisfactory Assessor: KAREN LAMKIN Signature: .................................................Date: .............................. BSBLED501A DWLE & BSBLED502A MPPPE Satisfactory Unsatisfactory Thrifty Staff Member: Signature: ..........................................Date: .............................. Page 45 of 57 Assessment Method Y/N Performance Criteria / Elements Underpinning Skills (RS) Underpinning Knowledge (RK) Critical Aspects (CA) Dimensions of Competency Self-Management Learning √ √ √ √ √ √ √ √ Y 1.3 (Learning/Training Plan) ALL ALL CA1 (Evaluation, Progress) √ √ √ √ √ √ √ √ √ √ √ √ √ √ √ √ Job Role Environment Skills Planning & Organising ALL Contingency Planning Skills Initiative & Enterprise ALL Task Management Skills (Variables) Problem Solving ALL BSBLED502A Manage programs that promote personal effectiveness (MPPPE) Task Skills Teamwork ALL BSBLED501A Develop a workplace learning environment (DWLE) Technology Communication Y MAPPING MATRIX for Assessment 1 Employability Skills Oral/Written Questions BSBLED501A DWLE BSBLED502A MPPPE Assessment 2 Documentation Evidence BSBLED501A DWLE BSBLED502A MPPPE PD Form, Health Issues, Training Plan, Policies & Procedures, Evaluation Form, Progress Forms CA1 (research on health issues) 1.1 (collect info on health issues) 3.1 (policy documents) Assessment 3 Y ALL ALL ALL ALL Discussion - Trainer & Third Party BSBLED501A DWLE BSBLED502A MPPPE BSBLED501A DWLE & BSBLED502A MPPPE Page 46 of 57 Reading 1 – Principles & Techniques used in Training Programs Adults As Learners Part of being an effective instructor involves understanding how adults learn best. Compared to children and teens, adults have special needs and requirements as learners. Despite the apparent truth, adult learning is a relatively new area of study. The field of adult learning was pioneered by Malcom Knowles. He identified the following characteristics of adult learners: Adults are AUTONOMOUS and SELF-DIRECTED. They need to be free to direct themselves. Their teachers must actively involve adult participants in the learning process and serve as facilitators for them. Specifically, they must get participants' perspectives about what topics to cover and let them work on projects that reflect their interests. They should allow the participants to assume responsibility for presentations and group leadership. They have to be sure to act as facilitators, guiding participants to their own knowledge rather than supplying them with facts. Finally, they must show participants how the class will help them reach their goals (e.g., via a personal goals sheet). Adults have accumulated a foundation of LIFE EXPERIENCES and KNOWLEDGE that may include workrelated activities, family responsibilities, and previous education. They need to connect learning to this knowledge/experience base. To help them do so, they should draw out participants' experience and knowledge which is relevant to the topic. They must relate theories and concepts to the participants and recognize the value of experience in learning. Adults are GOAL-ORIENTED. Upon enrolling in a course, they usually know what goal they want to attain. They, therefore, appreciate an educational program that is organized and has clearly defined elements. Instructors must show participants how this class will help them attain their goals. This classification of goals and course objectives must be done early in the course. Adults are RELEVANCY-ORIENTED. They must see a reason for learning something. Learning has to be applicable to their work or other responsibilities to be of value to them. Therefore, instructors must identify objectives for adult participants before the course begins. This means, also, that theories and concepts must be related to a setting familiar to participants. This need can be fulfilled by letting participants choose projects that reflect their own interests. Adults are PRACTICAL, focusing on the aspects of a lesson most useful to them in their work. They may not be interested in knowledge for its own sake. Instructors must tell participants explicitly how the lesson will be useful to them on the job. As do all learners, adults need to be shown RESPECT. Instructors must acknowledge the wealth of experiences that adult participants bring to the classroom. These adults should be treated as equals in experience and knowledge and allowed to voice their opinions freely in class. Motivating the Adult Learner Another aspect of adult learning is motivation. At least six factors serve as sources of motivation for adult learning: Social relationships: to make new friends, to meet a need for associations and friendships. External expectations: to comply with instructions from someone else; to fulfill the expectations or recommendations of someone with formal authority. Social welfare: to improve ability to serve mankind, prepare for service to the community, and improve ability to participate in community work. Personal advancement: to achieve higher status in a job, secure professional advancement, and stay abreast of competitors. Escape/Stimulation: to relieve boredom, provide a break in the routine of home or work, and provide a contrast to other exacting details of life. Cognitive interest: to learn for the sake of learning, seek knowledge for its own sake, and to satisfy an inquiring mind. BSBLED501A DWLE & BSBLED502A MPPPE Page 47 of 57 Barriers and Motivation Unlike children and teenagers, adults have many responsibilities that they must balance against the demands of learning. Because of these responsibilities, adults have BARRIERS AGAINST PARTICIPATING IN LEARNING. Some of these barriers include lack of time, money, confidence, or interest, lack of information about opportunities to learn, scheduling problems, "red tape," and problems with child care and transportation. Motivation factors can also be a barrier. What motivates adult learners? Typical motivations include a requirement for competence or licensing, an expected (or realized) promotion, job enrichment, a need to maintain old skills or learn new ones, a need to adapt to job changes, or the need to learn in order to comply with company directives. The best way to motivate adult learners is simply to ENHANCE their reasons for enrolling and DECREASE the barriers. Instructors must learn why their students are enrolled (the motivators); they have to discover what is keeping them from learning. Then the instructors must plan their motivating strategies. A successful strategy includes showing adult learners the relationship between training and an expected promotion. Learning Tips for Effective Instructors Educators must remember that learning occurs within each individual as a continual process throughout life. People learn at different speeds, so it is natural for them to be anxious or nervous when faced with a learning situation. Positive reinforcement by the instructor can enhance learning, as can proper timing of the instruction. Learning results from stimulation of the senses. In some people, one sense is used more than others to learn or recall information. Instructors should present materials that stimulate as many senses as possible in order to increase their chances of teaching success. There are four critical elements of learning that must be addressed to ensure that participants learn. These elements are 1. 2. 3. 4. motivation reinforcement retention transference Motivation. If the participant does not recognize the need for the information (or has been offended or intimidated), all of the instructor's effort to assist the participant to learn will be in vain. The instructor must establish rapport with participants and prepare them for learning; this provides motivation. Instructors can motivate students via several means: Set a feeling or tone for the lesson. Instructors should try to establish a friendly, open atmosphere that shows the participants they will help them learn. Set an appropriate level of concern. The level of tension must be adjusted to meet the level of importance of the objective. If the material has a high level of importance, a higher level of tension/stress should be established in the class. However, people learn best under low to moderate stress; if the stress is too high, it becomes a barrier to learning. Set an appropriate level of difficulty. The degree of difficulty should be set high enough to challenge participants but not so high that they become frustrated by information overload. The instruction should predict and reward participation, culminating in success. In addition, participants need specific knowledge of their learning results (FEEDBACK). Feedback must be specific, not general. Participants must also see a REWARD for learning. The reward does not necessarily have to be monetary; it can be simply a demonstration of benefits to be realized from learning the material. Finally, the participant must be interested in the subject. Interest is directly related to reward. Adults must see the benefit of learning in order to motivate themselves to learn the subject. BSBLED501A DWLE & BSBLED502A MPPPE Page 48 of 57 Reinforcement. Reinforcement is a very necessary part of the teaching/learning process; through it, instructors encourage correct modes of behavior and performance. POSITIVE REINFORCEMENT is normally used by instructors who are teaching participants new skills. As the name implies, positive reinforcement is "good" and reinforces "good" (or positive) behavior. NEGATIVE REINFORCEMENT is the contingent removal of a noxious stimulus that tends to increase the behavior. The contingent presentation of a noxious stimulus that tends to decrease a behavior is called Punishment. Reinforcing a behavior will never lead to extinction of that behavior by definition. Punishment and Time Out lead to extinction of a particular behavior, but positive or negative reinforcement of that behavior never will. When instructors are trying to change behaviors (old practices), they should apply both positive and negative reinforcement. Reinforcement should be part of the teaching-learning process to ensure correct behavior. Instructors need to use it on a frequent and regular basis early in the process to help the students retain what they have learned. Then, they should use reinforcement only to maintain consistent, positive behavior. Retention. Students must retain information from classes in order to benefit from the learning. The instructors' jobs are not finished until they have assisted the learner in retaining the information. In order for participants to retain the information taught, they must see a meaning or purpose for that information. The must also understand and be able to interpret and apply the information. This understanding includes their ability to assign the correct degree of importance to the material. The amount of retention will be directly affected by the degree of original learning. Simply stated, if the participants did not learn the material well initially, they will not retain it well either. Retention by the participants is directly affected by their amount of practice during the learning. Instructors should emphasize retention and application. After the students demonstrate correct (desired) performance, they should be urged to practice to maintain the desired performance. Distributed practice is similar in effect to intermittent reinforcement. Transference. Transfer of learning is the result of training -- it is the ability to use the information taught in the course but in a new setting. As with reinforcement, there are two types of transfer: POSITIVE and NEGATIVE. Positive transference, like positive reinforcement, occurs when the participants uses the behavior taught in the course. Negative transference, again like negative reinforcement, occurs when the participants do not do what they are told not to do. This results in a positive (desired) outcome. Transference is most likely to occur in the following situations: ASSOCIATION -- participants can associate the new information with something that they already know. SIMILARITY -- the information is similar to material that participants already know; that is, it revisits a logical framework or pattern. DEGREE OF ORIGINAL LEARNING -- participant's degree of original learning was high. CRITICAL ATTRIBUTE ELEMENT -- the information learned contains elements that are extremely beneficial (critical) on the job. Although adult learning is relatively new as field of study, it is just as substantial as traditional education and carries and potential for greater success. Of course, the heightened success requires a greater responsibility on the part of the teacher. Additionally, the learners come to the course with precisely defined expectations. Unfortunately, there are barriers to their learning. The best motivators for adult learners are interest and selfish benefit. If they can be shown that the course benefits them pragmatically, they will perform better, and the benefits will be longer lasting. By Stephen Lieb Senior Technical Writer and Planner, Arizona Department of Health Services and part-time Instructor, South Mountain Community College from VISION, Fall 1991 Source: http://honolulu.hawaii.edu/intranet/committees/FacDevCom/guidebk/teachtip/adults-2.htm BSBLED501A DWLE & BSBLED502A MPPPE Page 49 of 57 WHAT IS MENTORING ? A mentoring relationship is usually where one wiser and more experienced person assists another person to grow and learn. It is not a new management technique. Since humans have lived in social groups we have learnt our norms, values and behaviours by the example and coaching of others. The business world has adopted the tradition of an older and wiser person fostering the growth and development of the younger generation. This has sometimes resulted in perpetuation of old ways at the expense of diversity and development. However, new adaptations of mentoring allowing individuals to interact as colleagues in a helping relationship, on a more equal basis, can cultivate growth and learning to mutual benefit. Experience, skills and a genuine desire to help are more valuable assets in a mentoring relationship than age or position. Open and assertive communication and the trust of both parties are essential. Both partners in the mentoring relationship benefit. Learning must be a lifelong process and one of the most effective ways to learn is to assist in the development of others. The best teachers learn much from their students, counsellors constantly learn from clients and partners in any successful relationship grow and develop along the way. Mentoring happens in all organisations whether it is fostered as a development strategy; allowed or encouraged as an informal process; or is an activity that occurs below the consciousness of individuals. People ARE learning from others, adopting modelled behaviours and attitudes and absorbing the culture and perceived values of the organisation through their personal interactions with co-workers. Organisations may choose to: Leave mentoring as an informal process, in which case it will operate randomly. Its impact on individuals and the organisation will be a matter left to chance and will be largely unrecognised by the organisation; Help mentoring, by formally or informally providing an environment where mentoring is regarded favourably, selfdevelopment is encouraged and it is acceptable to take time for the mentoring activity; or, Focus and develop mentoring, by designing a mentoring tailored to the achievement of the organisation's specific mentoring objectives. This approach will harness the benefits of effective informal mentoring within a formal and managed framework. Benefits to the Organisation Increase in morale and motivation Greater productivity Discovery of talent Development of leadership for future survival and prosperity Communication of values, goals and plans Demonstration of personal and professional standards Achievement of excellent service Implementation of equity initiatives Fostering of shared values and team work Enhancement of leadership and people management skills of managers Re energise plateaued managers Increase in staff satisfaction Building a learning organisation Managed careers Development of cross-organisational networks Benefits to the Mentoree Development of potential and knowledge about the organisation Flexibility - Mentorees negotiate with their mentors to work within available time and other commitments Self directed learning - Mentorees choose specific learning objectives Complements ongoing formal study and/or training and development activities Leads to career mobility and more opportunities as a result of the mentor relationship Give and receive feedback Receive encouragement and support to achieve goals Develop new networks Develop new and/or different perspectives Get assistance with ideas Demonstrate strengths and explore potential BSBLED501A DWLE & BSBLED502A MPPPE Page 50 of 57 Develop visibility within or outside an organisation Be challenged to use talents and share expertise Benefits to the Mentor Obtain a greater understanding of the barriers experienced at lower levels of the organisation Enhance their own skills in coaching, counselling, listening and modelling The sense of being needed and recognised professionally Develop and practise a more personal style of leadership Gain additional recognition and respect Learn new perspectives and approaches Contribute something to others in the organisation Extend professional networks Demonstrate expertise and share knowledge Why organisations implement mentoring programs Induction, to help new recruits, trainees or graduates settle into the organisation; Skills Enhancement, to enable skills to be passed on in the workplace by experienced, highly competent staff to others who need to acquire specified skills; Career Development, to help staff in the planning, development and management of their careers and to help them become more resilient in times of change, more self-reliant in their careers and self-directed learners; Affirmative Action, to assist women and minority groups to redress the imbalance at higher levels in organisations, provide support and help overcome barriers that often block their progress; Leadership and Management Development, to encourage the development of competencies more easily gained through example, guided practice or experience than by education and training; Education Support, to bridge the gap between theory and practice. Formal education or training is complemented by the knowledge and the hands-on experience of a competent practitioner; Organisational Development and Culture Change, to share the values, vision and mission of the organisation. To communicate and work on a one-to-one basis to develop required changes; and Customer Service, to model desired behaviours, encourage the development of competencies, motivate for service quality, and above all to cultivate the right attitudes. Staff retention Source: http://www.growconnect.com.au/mentor.html BSBLED501A DWLE & BSBLED502A MPPPE Page 51 of 57 WORKPLACE COACHING - STAFF DEVELOPMENT Staff in any organisation, large or small, are motivated when three elements are present. When they believe the work that they do is worthwhile, when they’re in control of achieving their own goals and when they’re recognised or appreciated for their efforts. 46% of people leave jobs because they feel unappreciated. People generally don’t leave companies; they leave managers. By having a Coach in a work situation, the lid is taken off the pressure cooker, staff can discuss issues as they arise. Through working with staff and with the management team, strategies can be put in place that fit the organisation and achieve the goals that management and staff wish to achieve for that business. Having personal values in line with company values is a great base for a successful outcome. By consulting with management or owners of a business, it is possible to identify how productivity, happiness and success in the workplace could be enhanced with Coaching or additional training by determining the best course of action for individual staff members. ® By using tools such as the Myers Briggs Type Indicator Type (see: http://www.humanmetrics.com/cgiwin/JTypes2.asp for a free test) staff members are able to have clearer self-awareness and motivation. Adaptations and suggestions for increased enjoyment and increased productivity can be incorporated into their jobs. On some occasions, this may result in the position being “revamped” or changed considerably to suit the skills of the holder of that role. Alternatively, it could mean people moving within the organisation or managed out of the organisation where their skills, knowledge, values, interests and personality could be better engaged. Workplace coaching and consulting incorporates recruitment, team building, outplacement, leadership training; any areas where an independent, and objective, perspective will gain clarity for the team. What is workplace coaching? Coaching is about building on potential. Coaching is about having a vision for how you want things to be. Coaching is about working out what you want and then systematically achieving that through creating new goals. Coaching is asking questions rather than telling. Coaching is a conversation with a purpose resulting in the staff member setting goals to develop skills, enhance performance and/or develop personally and professionally. Coaching looks to the future. Coaching embraces change and allows individuals to grow through it. Coaching facilitates a shift in attitude and perspective and enhances emotional intelligence. Coaching can become a positive culture in an organisation – “simply the way we do things around here”. What coaching isn’t Coaching isn’t counselling or training. Coaching doesn’t focus on problems. Coaching is a perk, not a punishment! Coaching isn’t supervision with a different name. Coaching isn’t telling someone what to do or how to do it. Individuals within the organisation and the organisation itself benefit from workplace coaching. High achievers, low performers, front-line staff, talented staff, management, team leaders, technical staff, creative staff. Coaching allows people to shine! BSBLED501A DWLE & BSBLED502A MPPPE Page 52 of 57 Why workplace coaching works Workplace Coaching works because there is consistency and commitment to continuous personal and professional growth based on mutual respect and trust between coach and coachee. Outcomes are measurable; Goals are reached; New goals set; Change embraced; Productivity rises; Self-confidence improves; Communication enhanced; Staff are happier and more satisfied and they appreciate the investment made in them. What difference does coaching make in the workplace? Better communication, greater co-operation, increased self-awareness, less conflict, overall improvement in performance, reduced turnover of staff. Source: http://www.followyourbliss.com.au/workplace%20coaching%20%20&%20staff%20dev.htm BSBLED501A DWLE & BSBLED502A MPPPE Page 53 of 57 WHAT IS A LEARNING CULTURE? To become a learning organisation is to accept a set of attitudes, values and practices that support the process of continuous learning within the organization. Training is a key element in the business strategy of an organization dedicated to continuous learning. Through learning, individuals can re-interpret their world and their relationship to it. A true learning culture continuously challenges its own methods and ways of doing things. This ensures continuous improvement and the capacity to change. Leading management thinker, Peter Senge, has identified five disciplines of a learning culture that contribute to building a robust learning organization. These elements are: personal mastery – create an environment that encourages personal and organizational goals to be developed and realized in partnership mental models – know that a person’s 'internal' picture of their environment will shape their decisions and behavior shared vision – build a sense of group commitment by developing shared images of the future team learning – transform conversational and collective thinking skills, so that a group’s capacity to reliably develop intelligence and ability is greater than the sum of its individual member's talents system thinking – develop the ability to see the 'big picture' within an organization and understand how changes in one area affect the whole system. Source: http://www.training.com.au/pages/menuitemfa8c35992f940190f9fa5a1017a62dbc.aspx BSBLED501A DWLE & BSBLED502A MPPPE Page 54 of 57 Reading 2 – Example of a Training Plan TRAINING PLAN Training Title: TRAI NI NG PLAN AI M PERFORMANCE OBJECTI V ES RESOURCES Introduction to Computers Thrifty Car Rentals aims to equip all team members with the skills to work effectively in an online environment including the successful navigation and operation of the company intranet, on-line training programs and basic Microsoft Word applications, thus improving organizational effectiveness. At the end of the training program participants will be able to: Apply the computer start up and shut down procedures Use the intranet tool 'Cars Plus ' to print pay slips, rosters and positions vacant, accesses company policies and amend their team member personal information. Utilize Microsoft Word to create word processing Access and operate the online learning programs offered by Thrifty Car Rental. E.g. documents such as letters. Recognize the opportunities available to advance computer skills utilizing the tools available at Thrifty Car Rental. 1 x Facilitator & 1 x Assistant (to provide roving assistance to participants) 5 x PC's – 4 participants and 1 for facilitator (located in Small Training Room, Workplace Development) 5 x Access codes for participants and facilitator, Complimentary tea, coffee and snacks (available staff dining room) Data projector, White Screen, PowerPoint presentation, Cars Plus, Whiteboard and markers 5 x online training brochures/application forms 6 x Assessment Task Activity Sheets (per session) 4 x Assessment Marking Guides (per session) 4 x Evaluation Questionnaires 6 x workbooks and pens TEACHI NG AND LEARNI NG ACTI VI TI ES Group discussions Training notes Experiential Activity Questions and Answers Lecture Hands on Application DURATION 4 x 1.5 hour sessions 1 x 1.5 hour Session – Introduction to Thrifty’s Car Plus 1 x 1.5 hour Session – Introduction to Microsoft Word 1 x 1.5 hour Session – Introduction to Microsoft Excel 1 x 1.5 hour Session – Introduction to On-line Learning ASSESSMENT Skills Test EVALUATI ON Group discussion (were objectives participants set at the commencement of the program met) Anonymous Evaluation Questionnaire Follow up with participants 6 months later Monitor changes in the number of participants utilizing the company’s on-line learning programs, more advanced computer programs and the voluntary take up of the on-line refresher program. BSBLED501A DWLE & BSBLED502A MPPPE Page 55 of 57 Reading 3 – Example of a Professional Development Model CONTINUING OF PROFESSIONAL DEVELOPMENT (CPD) RECORDING FORM Trainers, please use this form to record your CPD points over a one (1) year period. 100 CPD points per year are needed to maintain your currency as a Trainer of Queensland Polytechnic. You are required to complete this form on a 12 monthly basis and return it to the Managing Director with attached evidence for recording purposes and inclusion on your employee development file. Trainer’s Name Position Year Total Points 1. Industry, Tertiary &/or Vocational Training Education Relevant industry and vocational training education includes tertiary education, accredited courses, workshops (VocEd, IBSA, ATQF, VELG etc), short courses & seminars. 10 points per event. A maximum of 50 points may be claimed per year. CPD Activities Activity Details Documentary evidence yes/no (attach awards, certificates of attendance etc) Points Claimed 2. Professional Includes membership of a relevant industry/professional associations or committees, participating in industry/management/strategic meetings. 2 points per membership or 1 point per industry body meeting. A maximum of 14 points may be claimed per year CPD Activities Activity Details Documentary evidence yes/no Points Claimed Documentary evidence yes/no Points Claimed (attach membership, agenda and/or minutes of meetings & details of company) 3. Industry Magazine/Journal Subscriptions Subscription to industry-based journals, newsletters and magazines. 1 point per subscription per year. Maximum of 3 points per year CPD Activities BSBLED501A DWLE & BSBLED502A MPPPE Activity Details Page 56 of 57 5. Industry or Education Email Subscriptions Subscription to industry-based journals, newsletters and magazines. 1 point per subscription per year. Maximum of 10 points per year CPD Activities Activity Details Documentary evidence yes/no Points Claimed 6. Industry Validation &/or Moderation Meetings Industry meetings are held regarding development, delivery, assessment and/or moderation of course materials 10 points per event. A maximum of 40 points may be claimed per year. CPD Activities Activity Details Documentary evidence yes/no (attach validation evidence) Points Claimed 7. Industry Experience Relevant industry experience. 1 point per hour. Minimum of 10 points per year to a maximum of 35 points per year. CPD Activities Activity Details Documentary evidence yes/no (attach letter and/or statement of service, details of company) Points Claimed Note: A A minimum of 10 hours per year of relevant industry experience is required 8. Other Industry Currency Relevant industry currency ie. strategic meetings, management meetings, industry networking activities. 1 point per hour. Minimum of 10 points per year to a maximum of 35 points per year. CPD Activities Activity Details (attach validation evidence) BSBLED501A DWLE & BSBLED502A MPPPE Documentary evidence yes/no Points Claimed Page 57 of 57
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