Assessment Cover Sheet Please fill out the necessary information, and sign and date where required Training & Assessment Guide for Unit of Competency BSBWOR502B Ensure Team Effectiveness Student Name: Starting Date: Finishing Date: Date Submitted: Due Date: After receiving your booklet, It should take you a maximum of 4 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 BSBWOR502B Ensure Team Effectiveness ________________________________________ Or, if submitted electronically, the receipt of the email is sufficient for electronic submission. Page 1 of 32 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 as: Performance Plans Policies & Procedures Successful Unsuccessful Assessment 3, Practical Observation by 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. BSBWOR502B Ensure Team Effectiveness Page 2 of 32 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. BSBWOR502B Ensure Team Effectiveness Page 3 of 32 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 BSBWOR502B Ensure Team Effectiveness 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 32 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 UNIT DESCRIPTION This unit describes the performance outcomes, skills and knowledge required to facilitate all aspects of teamwork within the organization. It involves taking a leadership role in the development of team plans, leading and facilitating teamwork and actively engaging with the management of the organization. Details of the competencies of this unit can be accessed at: http://www.training.gov.au BSBWOR502B Ensure Team Effectiveness Page 5 of 32 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 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 and examples/templates relating to this unit can be found on the intranet and/or requested by yourself (for the trainer to 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 BSBWOR502B Ensure Team Effectiveness Page 6 of 32 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: BSBWOR502B Ensure team effectiveness PERFORMANCE LEVEL 4 ACSF Reading Skills Level ACSF Writing Skills Level EXAMPLE OF ACTIVITIES AT THIS LEVEL - - WORKPLACE & EMPLOYMENT APPLICATION Read text and prepare a presentation. Read and comment on an article about 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 - - - - - - BSBWOR502B Ensure Team Effectiveness Analyses, compares and contrasts information gained from tables and charts, e.g. information on products and materials in order to determine the suitability for use in different locations 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 Page 7 of 32 - - - - ACSF Learning Skills Level Identify and document career goals - - outputs) on to an appropriate device (e.g. graph, chart, spreadsheet or handheld device), interprets results and outcomes, identifies anomalies or errors and 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 Report for CEO presenting argument and recommendations for a particular piece of new equipment Oral presentation on an issue in area of study/expertise Club newsletter Report of different approaches to risk management used in the industry 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 Informative Creative 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. BSBWOR502B Ensure Team Effectiveness Page 8 of 32 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, selfmanagement, learning, and technology. In order to achieve Competency for this unit, 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. Please note: to be able to receive COMPETENCY for this unit, you need to be able to answer YES to all questions within this book. If this is not the case, please contact your Trainer / Assessor immediately. 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 such as performance plans, policies and procedures. Assessment 3, Practical Observation by Trainer & Third Party: have your immediate supervisor and Trainer sign off on your competence in the relevant areas, after observing you in a workplace situation. 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. BSBWOR502B Ensure Team Effectiveness Page 9 of 32 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 the Assessment items for 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. NOTE: There is no need to word process your answers to the Questions within this book. In the last week of your program, you will need to 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 4 weeks (50 hours) to complete this process. 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. BSBWOR502B Ensure Team Effectiveness Page 10 of 32 ASSESSMENT 1: BSBWOR502B ENSURE TEAM EFFECTIVENESS RECOMMENDED STUDY AND READING SCHEDULE Week Week 1-2 Topic Covered Key definitions Resources and Assessments Team structure – the use of teams as the central device to coordinate work activities. Key elements/characteristics of teams include: Team members can include people from outside the organization (clients) People are members of multiple teams & this membership is always shifting Team members are distributed organizationally & geographically Teams form & reform continuously Teams have multiple reporting relationships with different parts of the organization at different times Teams must maximize the use of available communication strategies, project management techniques & human interaction & social processes Teams breaks down departmental barriers Decentralizes decision making to the team level Teams require employees to be generalists as well as specialists Teams creates a “flexible bureaucracy” Teams have a clear purpose, mission & direction; outcomes are understood Teams have role clarity, adaptability, flexibility Teams have shared leadership There are established team protocols & rituals Teams possess (or has access to) required knowledge, skills, resources & information Teams focuses on relationship building, social interaction, trust Teams focuses on networking (inside & out) Teams handle information overload to provide clarity & usefulness of information Teams use technology effectively Individual accountability = Collaborative Individualism Teams have frequent recognition & acknowledgement Speed orientation Teams have positive attitudes & energy Group – two or more individuals, interacting and interdependent, who have come together to achieve particular objectives. A formal group is a designated work group defined by the organisation’s structure. Roles – a set of expected behaviour patterns attributed to someone occupying a given position in a social unit. Role expectation – how others believe a person should act in a given situation. Element 1.1 Who is in your team/group at work? What role do they take on? What role do you expect them to have? RK 2 BSBWOR502B Ensure Team Effectiveness Page 11 of 32 Group Behavior Critical Aspect 3 There are 5 stages of group development – forming, storming, norming, performing and adjourning. Forming stage – the first stage in group development, characterised by much uncertaintly. Eg. You have just started a new job at Thrifty and you don’t really know how you fit into the organisation. Storming stage – the second stage of group development, characterised by intragroup conflict. Eg. You have started to work at Thrifty and know your way round, but you start to ‘stand up’ for yourself and say you don’t like things a certain way. Norming stage – the third stage of group development, characterised by close relationships and cohesiveness. Norms are acceptable standards of behaviour within a group. These could be standards of performance, appearance, resource allocation. Norms are important in this stage as they become ‘shared’ standards of the group. Eg. If someone is not performing to the standard you expect, you will let them know. Performing stage – the fourth stage, when the group is fully functional. Adjourning stage – the final stage, characterised by concern with wrapping up activities rather than task performance. This stage could happen when a new staff member enters your ‘group’ and you have to go through the process of knowing them, and ‘fitting’ them into your group. What stage of group development do you think your team at Thrifty is at? Why - provide an example, based on each member’s behaviour? (knowledge of group behavior) RK1 BSBWOR502B Ensure Team Effectiveness Page 12 of 32 Group cohesiveness Cohesiveness – the degree to which group members are attracted to each other and are motivated to stay in the group. The higher the group cohesiveness the higher productivity will be within the group. To increase group cohesiveness: RK1 Disadvantages of Groups Always make the group small Encourage agreement with group goals Increase time members spend together Make ‘group admission’ difficult Stimulate competition with other groups Give rewards to the group NOT individuals Physically isolate the group What level of group cohesivness do you think your group has? Explain / Why Group Think – a phenomenon in which the norm for consensus overrides the realistic appraisal of alternative courses of action. ie. The group members all start to ‘think’ the same and a diversity of views disappears. Group members could start to think the same becaue there is increased presssure to conform or there is domination by one or a few members. Group Shift – a change in the amount/degree of risk an individual would take versus the group members taking. This risk can be towards a more conservatism decision or a more more risker decision. Ie. Some individuals would take a risk in a group, but would never do it if they had to make that decision alone. Are there any disadvantages to working in your group/team? List and explain. BSBWOR502B Ensure Team Effectiveness Page 13 of 32 Building your team What techniques do you use to ‘build’ your work team/group? (Critical Aspect 1: Build teams) BSBWOR502B Ensure Team Effectiveness Page 14 of 32 Establish team performance plans Element 1.1 Do you CONSULT with your team members at Thrifty, to establish a common understanding of your team’s purpose, your roles, your responsiblities/accountabilities? Do you do this in acccordance with Thrifty’s overall goals/plans? YES / NO Explain how you do this? Give an example Element 1.2 Do you develop PERFORMANCE PLANS at Thrifty, to help establish expected outcomes/outputs? These can be developed by you / the team / Thrifty corporation. Performance Plans can be informal or formal (i.e. written down). They can be individual plans linked to the team, or they can be ‘team’ based plans linked to a specific work assignment/task/project. Explain. Provide an example. Attach an example of performance plan (where indicated in this booklet). BSBWOR502B Ensure Team Effectiveness Page 15 of 32 Element 1.3 Element 2.1 How do you SUPPORT your team members at Thrifty, in terms of meeting their expected performance outcomes? What STRATEGIES are developed, to ensure team members have input into the planning decision making and operational aspect of the work team at Thrifty? Strategies could include: Develop and facilitate team cohesion Clarification of roles or expectations Using electronic communication devices (i.e. intranet, emails) to facilitate input Newsletters, briefings Training and development activities Mentoring or ‘buddying’ with team members Long term planning vs short term planning to help the team achieve goals Make sure you provide a detailed example. BSBWOR502B Ensure Team Effectiveness Page 16 of 32 Element 2.2 What policies and procedures are developed to ensure team members take responsibility for their own work? These can be developed by you / the team / Thrifty corporation. HINT: operating procedures a list of activities/tasks that must be carried out on a particular day / week / month guidelines or systems that govern how you operate in your job brainstorming with the team to address outcomes creating a list of issues and concerns and distributing these for comments/feedback listing a range of options for resolution of concerns training and development sessions Attach examples of these to the booklet where indicated. What policies and procedures are developed to ensure individuals within Thrifty help you to undertake your required roles and responsibilities? These can be developed by you / the team / Thrifty corporation. BSBWOR502B Ensure Team Effectiveness Page 17 of 32 Element 2.3 How do you demonstrate encouragement, value and reward to team members? I.e. how do you give them feedback regarding their efforts and contributions to the team. Provide an example. Element 2.4 What processes are developed (either by you / the team / the Corporation) that ensure issues, concerns and/or problems are identified, recognised and addressed? Provide an example. BSBWOR502B Ensure Team Effectiveness Page 18 of 32 Communication Communication is vital in any organisation. However, there are many barriers to effective communication. These can range from: Filtering – a sender’s manipulation of information so that it will be seen more favourably by the receiver Information overload – a condition in which information inflow exceeds an individual’s processing capacity Selective perception – people selectively interpret what they see on the basis of their interests, background, experience and attitudes Emotions – how a receiver feels at the time a message is received will influence how the message is interpreted Communication apprehension – undue tension and anxiety about oral communication, written communication or both Language – words have different meanings to different people Communication differences between men and women – men talk to emphasise status, power and independence. Women talk to establish connection and intimacy. Men complain that women talk on and on, women criticise men for not listening. Men offer solutions and boast about their accomplishments. Women express regret and restore balance in the conversation, and speak of problems to promote closeness. Critical Aspect 1 BSBWOR502B Ensure Team Effectiveness What techniques do you use within your team to strengthen communication? Page 19 of 32 Facilitate teamwork How do you encourage team members to participate in, and to take responsibility for, activities – particularly communication activities? I.e. talking to each other Element 3.1 Element 3.2 BSBWOR502B Ensure Team Effectiveness How do you support your team in identifying and resolving work performance problems? Page 20 of 32 Liaise with stakeholders How do you ensure that your own CONTRIBUTION to the work team, serves as a ‘role model’ for others and enhances Thrifty’s image for all stakeholders. Think of the stakeholders to be – other staff, business or government contacts, suppliers, Kingmill, Main Roads Department etc Element 3.3 BSBWOR502B Ensure Team Effectiveness Page 21 of 32 Element 4.1 How do you (or your team as a whole) establish and maintain open communication processes with stakeholders? Element 4.2 How do you (or your team as a whole) communicate information from the team to the Managing Director? Or, information from the team to Branch Managers? Provide an example. BSBWOR502B Ensure Team Effectiveness Page 22 of 32 Critical Aspect 2 Element 4.3 How do you obtain advice from outside the team, to ensure the team is focussed and on track? How do you (or your team as a whole) communicate unresolved issues, concerns and problems raised by team members to the Managing Director, Branch Managers etc – to ensure follow up? Provide an example. BSBWOR502B Ensure Team Effectiveness Page 23 of 32 Element 4.4 How do you (or your team as a whole) evaluate and take necessary corrective action regarding unresolved issues, concerns or problems raised by team members. Provide an example. Conflict & Negotiation The traditional view of conflict is one that believes all conflict is harmful and must be avoided. The causes of conflict can be poor communication, lack of openness or failure to respond to employee needs. The human relations view of conflict however, believes that conflict is a natural and inevitable outcome in any group. The interactionist view takes this a step further by saying that conflict is not only a positive force in a group but that it is absolutely necessary for a group to perform effectively. Thus, there are two ideas about conflict emerging: Conflict that supports the goals of the group and improves the performance of the group is FUNCTIONAL. Conflict that hinders group performance is DYSFUNCTIONAL. There are many conflict handling ‘intentions’ (i.e. A decision to act in a given way). These range from: Asserting / Competing – a desire to satisfy one’s interest, regardless of the impact on the other party to the conflict Cooperativeness / Collaborating – a situation in which the parties to a conflict each desire to satisfy fully the concerns of all parties Compromising – a situation in which each party to a conflict is willing to give up something Avoiding – the desire to withdraw from or suppress a conflict Accommodating – the willingness of one party in a conflict to place the opponent’s interest above his or her own BSBWOR502B Ensure Team Effectiveness Page 24 of 32 Conflict management – the use of resolution and stimulation techniques to achieve the desired level of conflict. There is a huge array of conflict resolution techniques available to us. These include: Critical Aspect 1 Problem solving Expand the resources available Avoid Smoothing Compromising Allow ‘authority’ to make the final decision Bringing in outsiders (external parties) to help with the resolution Restructure the organisation Communicate Appoint a devil’s advocate What conflict resolution techniques do you use in your group? Provide an example. RK2 BSBWOR502B Ensure Team Effectiveness Page 25 of 32 ATTACH COPIES OF ‘PERFORMANCE PLANS’, HERE BSBWOR502B Ensure Team Effectiveness Page 26 of 32 ATTACH COPIES OF ANY POLICIES &/OR PROCEDURES HERE, THAT SHOW EVIDENCE THAT TEAM MEMBERS TAKE RESPONSIBILITY OF OWN WORK BSBWOR502B Ensure Team Effectiveness Page 27 of 32 ASSESSMENT 3: BSBWOR502B Ensure Team Effectiveness Trainer/Assessor & Third Party Workplace Observation/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 Establish Team Performance Performance Criteria Has the trainee consulted fellow staff at Thrifty, to establish common understanding of their purpose, roles, responsibilities and accountabilities? Was this was done taking into consideration Thrifty’s overall goals & objectives? S or US S or US Comments E.g. Trainee is aware of their job description and follows this. If clarification is required on a particular job/task or responsibility, then immediate supervisor is sought out E.g. Common understanding can be gained from meetings, emails, interviews, brainstorming with staff Has the trainee developed performance plans which outline/establish the expected outcomes / KPSs for department/team members? S or US E.g. Individual performance plans, team / department performance plans relating to insurance sales (Up or PP) or ADE or fast turn around time in terms of maintenance or fleet issues Has the trainee supported his/her team members in meeting their performance outcomes? S or US E.g. Trainee helps department achieve monthly bonuses in regards to UP or PP sales. Trainee helps reduce customer complaints Develop and facilitate team cohesion within Thrifty Car Rentals Has the trainee developed strategies to ensure team members have input into the planning, decision making and operational aspects of their work team? S or US E.g. He/she clarifies roles & responsibilities to staff, he/she makes improvement to the systems/processes, he/she monitors customer service BSBWOR502B Ensure Team Effectiveness Page 28 of 32 and implements training if needed Has the trainee developed policies and procedures to ensure team members take responsibility for their own work and assist others to undertake their required roles and responsibilities? S or US E.g. Daily duty sheets, ensuring standard operations manual is followed, developing procedures for branch in regards to banking, fuel reconciliation, hotel delivery, petty cash etc Has the trainee provided feedback to his/her team members to encourage, value and reward individuals and team efforts and contributions? S or US E.g. Feedback can be formal or informal E.g. Feedback can be the issuing of ‘staff member of the month’ or cinema tickets ect, for excellent service / team performance Has the trainee developed processes to ensure that issues, concerns and problems are identified by team members and these are recognized and addressed? S or US E.g. Open communication and participation at weekly meetings, OH&S hazard identification book, mthly performance reviews on UP and PP sales, customer satisfaction database reviews, mystery shopper on department Facilitate teamwork within Thrifty Car Rentals Has the trainee encouraged team members and individuals to participate in, and to take responsibility for, team activities, including communication processes? S or US E.g. Participation in team / department meetings and/or metroplex meetings or head office meetings E.g. Responsibilities include emailing metroplexs about vehicles status / requirements and communicating on regular basis, with ferry drivers and car carriers moving between metroplexes Has the trainee supported the Thrifty team in identifying and resolving work performance problems? S or US E.g. Meetings regarding poor performance E.g. Coaching or mentoring staff where performance needs are identified E.g. Working at another metroplex / position to ensure shifts are covered when staff are absent E.g. Driving vehicles when large amt needed in short amt of time Has the trainee ensured his/her own contribution to the Thrifty team serves as a role model for others and that it enhances the organization’s image for all stakeholders? BSBWOR502B Ensure Team Effectiveness S or US Page 29 of 32 E.g. Stakeholders can include Coworkers, clients, Kingmill E.g. Benchmarks for telephone service / face to face discussions are met E.g. Vehicle presentation standards are met Liaise with stakeholders Has the trainee established and maintained open communication processes with all stakeholders? E.g. Issues are openly discussed, regular contact with emails or phone S or US Has the trainee communicated information from management to the team? E.g. Via meetings, emails, one on one face to face discussions S or US Has the trainee communicated unresolved issues, concerns and problems raised by team members and followed them up with management and other relevant stakeholders? S or US E.g. Issues/problems can be anything that interfere with day to day operations at Thrifty ranging from OH&S, salary enquiries, staffing, fleet requirements E.g. Follow up can be phone calls, emails, meetings Has the Trainee evaluated and taken necessary corrective action regarding unresolved issues, concerns and problems raised by internal or external stakeholders? S or US E.g. Issues/concerns in the department are weighed up and action is taken. This can range from fixing issues with staff and salary, to fleet requirements and the delivery of these to metroplex areas Required Skills Has the trainee has the training skills to mentor and coach team members E.g. One on one training, group training. S or US E.g. Training can focus on customer service areas, front desk, accounts payable/receivable, reservations, fleet requirements, OH&S, Compliance Ha the trainee communicated skills to explain team goals, to address team conflict and to build an environment of trust (understanding group behavior)? S or US e.g. Goals can range from UP or PP sales, to fleet arrangements, conversion of telephone calls, no. of customer complaints, no. of absenteeism, staff salaries for the month etc E.g. Conflict can range from rostering conflicts, role conflicts, personality conflicts, fleet and metroplex conflicts E.g. Building trust can be in the form of open communication, staff meetings, rewarding performance, emphasizing ‘one thrifty’ rather than many locations/metroplexes BSBWOR502B Ensure Team Effectiveness Page 30 of 32 Required Knowledge Has the trainee planned and organized the Thrifty team to ensure they stay on track and focus on work outcomes E.g. Daily duty sheets are followed in each department? S or US Does the trainee have knowledge of models for conflict resolution E.g. Bargaining, negotiation, compromise? S or US The Trainee has knowledge of the following: group behaviour strategies for mentoring and coaching to informally guide and instruct team members issue resolution strategies for gaining consensus Critical Aspects (Evidence Required) Can the trainee demonstrate a range of techniques that can be used to build work teams, strengthen communications in the team and resolve conflict? E.g. Open communication, team building exercise, bargaining, conflict resolution techniques Can the trainee demonstrate a variety of methods for engaging with stakeholders and obtaining advice from outside the work team, to ensure her/his team are focused and on track? E.g. Customer feedback, King mill feedback e.g. Meetings, phone calls, emails, conferences, workshops / ADE, UP and PP sales, compliance issues etc Can the trainee demonstrate knowledge of group behavior E.g. Roles, conflicts, advantages and disadvantages of groups in organizations S or US S or US S or US QPS 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 Satisfactory Unsatisfactory Assessor: KAREN LAMKIN Thrifty Staff Member: Signature: ............................Date: .............................. Signature: ..........................................Date: .............................. BSBWOR502B Ensure Team Effectiveness Page 31 of 32 Assessment Method Y/N Performance Criteria / Elements Underpinning Skills (RS) Underpinning Knowledge (RK) Critical Aspects (CA) √ √ √ √ √ √ √ √ √ √ √ √ Job Role Environment Skills √ √ Contingency Planning Skills √ √ Task Management Skills (Variables) √ Task Skills √ Technology √ Learning ALL Self Management 1.2 ALL Dimensions of Competency Planning & Organising Y RS 2 Initiative & Enterprise ALL Problem Solving Y Teamwork Assessment 1: Communication Mapping Matrix for BSBWOR502B Ensure Team Effectiveness Employability Skills √ Oral/Written Questions Assessment 2: √ 2.2 2.4 Documentation Evidence Performance Plans Policies & Procedures demonstrating team responsibilities Assessment 3: Y ALL ALL ALL ALL Practical Observation by Trainer & Third Party BSBWOR502B Ensure Team Effectiveness Page 32 of 32
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