Case Study (Skills and Knowledge Application)

Using the simulated workplace and the scenario in the appendix, provide solutions to lead teams in the workplace and to actively engage with the management of the organisation. You must use the simulated workplace policies and procedures to undertake the following task.

Your role

You undertake the role of Sam, the manager of the simulated workplace to lead and build a positive culture within their work teams carrying out work using complex and diverse methods and procedures requiring the exercise of considerable discretion and judgement. It will also involve using a range of problem solving and decision-making strategies.

Your Task

Complete the following workplace activities demonstrating skills and knowledge to lead teams in the workplace and to actively engage with the management of the organisation:

Questions

Activity 1

Access Australian Constructions (Simulated workplace) documents including policies and procedures provided to you on college learning and management system (LMS) and use the relevant policies and procedures to undertake this task. Read the case study in appendix and analyse its information to identify your role and responsibilities.

Activity 2

Role-play activity.Refer to next page. Note:for this activity details. Meet with the CEO (your assessor) in a role-play to discuss organisational requirements including goals, plans and objectives. Fill out the meeting minutes provided in the appendix 2 outlining the goal, required plans and objectives.

Activity 3

Identify the followingaccording to organisational and task objectives:

1. Purpose of the project.
2. At least five roles for each team member and three roles of the team.
3. Two responsibilities of each team member and three responsibilities of the team.

Activity 4

Identify the areas of work for each team member and develop a performance plan withkey performance indicators (KPIs) to achieve goals (team performance plan template is available in Appendix 2).

Activity 5

Conduct skills gap analysis for each team member considering the skills required for performing their respective tasks in the projectusing the template provided in appendix 2. Determine and list how tosupport team to meet expected performance outcomes including providing formal and informal learning opportunities as needed.

Activity 6

Develop strategies to gain team members input into planning, decision making and operational aspects.

Activity 7

Develop workplace policies and procedures for team to work cohesively and taking responsibility for own work and assisting others. Provide minimum 5 policy guidelines and their procedures to apply during the project. Develop an action plan for the project using the template in appendix 2.

Activity 8

Determine and write down a feedback process to use for team members to encourage, value and reward individual and team efforts and contributions.

Activity 9

Identify the possible issues, concerns, and problems that you may anticipate during work tasks in team and develop a process to address them.

Activity 10

Using above activity information, develop a draft project proposal with following elements:

Description of the project,
Project goals/expected outcomes,
Project team members and team leader
Stakeholders to consult
Recommended method/s,
Key performance indicators (KPIs),
Project costs,
Approval requirements. Gain the approval from your CEO (assessor).

Note: You may use the project proposal format provided in Appendix 2 - templates.

Role-play activity -Establish team performance plan.

(This activity refers to activity 2 of your task)

Instructions

This part is a role-play where you must organise role-play settings as agreed and facilitated by your assessor for a consultation meeting including training room place, tables, chairs, a computer with Internet, papers, pens, and any other resources as required.

Details of the task being observed	You undertake the active part of the task participating and using oral communication skills in a consultation meeting with relevant manager.
Assumptions to be made	Your assessor plays the role of manager.
Persons involved	You as the s manager and the assessor as the CEO of simulated workplace.
Involvement and contribution from role-play participants.	Respond to the role-player with responses according to caser study information and task activity of the unit of competency. Assessor is to respond to explanation of candidate aboutorganisational requirements including goals, plans and objectives.
Timing for the role-play:	3 - 5 minutes per candidate plus your assessor will decide any additional time required based on your participation behaviour and ability to perform
Conditions under which the observation is conducted	Skills in this assessment are demonstrated by the candidate and observed by assessor in a simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to: Workplace or simulated workplace policies and procedures relevant legislation, regulations, standards, and codes workplace documentation and resources relevant to required performance evidence.
Foundation Skills and observable application of skills	Participate in the role-play and take the lead role. Communicate and engage in discussions. Explain and discuss organisational requirements including goals, plans and objectives. Prepare workplace documentation that communicates complex information clearly and effectively by filling out the meeting minutes.

Meet with the CEO (your assessor) in a role-play and

1. discuss organisational requirements including goals, plans and objectives.
2. Fill out the meeting minutes provided in the appendix 2 outlining the goal, required plans and objectives.

Self Assessment Checklist

Note: The following checklist is for you to confirm your work completion as well as performance and demonstration of skills. Ensure you carefully check, and tick as completed and performed before submitting written evidence and while demonstrating skills during performing the task.

	Assessment Task Activity	Completed as required
	Case Study	Yes	No
1	Access Australian Constructions (Simulated workplace) documents including policies and procedures and use the relevant policies and procedures to undertake this task. Read the case study in appendix and analyse its information to identify your role and responsibilities.
2	Meet with the CEO (your assessor) in a role-play to discuss organisational requirements including goals, plans and objectives. Fill out the meeting minutes provided in the appendix 2 outlining the goal, required plans and objectives.
3	Identify the followingaccording to organisational and task objectives: purpose of the project, at least five roles for each team member and three roles of the team, two responsibilities of each team member and three responsibilities of the team.
4	Identify the areas of work for each team member and develop a performance plan withkey performance indicators (KPIs) to achieve goals (team performance plan template is available in Appendix 2).
5	Conduct skills analysis for each team member considering the skills required for performing their respective tasks in the project. Determine and list how tosupport team to meet expected performance outcomes including providing formal and informal learning opportunities as needed using the template provided in appendix 2.
6	Develop strategies to gain team members input into planning, decision making and operational aspects
7	Develop workplace policies and procedures for team to work cohesively and taking responsibility for own work and assisting others. Provide minimum 5 policy guidelines and their procedures to apply during the project.
8	Determine and write down a feedback process to use for team members to encourage, value and reward individual and team efforts and contributions.
9	Identify the possible issues, concerns and problems that you may anticipate during work tasks in team and develop a process to address them.
10	Using above activity information, develop a draft project proposal with following elements: Description of the project, Project goals/expected outcomes, Project team members and team leader Stakeholders to consult, Recommended method/s, Key performance indicators (KPIs), Project costs, Approval requirements. Gain the approval from your CEO (assessor). Note: You may use the project proposal format provided in Appendix 2 - templates.

Assessment Task 3-Role-play

Facilitate teamwork and liaise with stakeholders.

Role-play (Skills and Knowledge Application)

This task is a continuation from assessment task 2 to participate in the role-play and provide solutions and demonstrate to lead teams in the workplace and to actively engage with the management of the organisation. The policies and procedure manual of simulated workplace must be used as the policies and procedures of the workplace to undertake the following task.

Situation

The team project is underway, and you experienced some issues and concerns. The CEO was away interstate for a week and project approval got delayed by one week. Team member Dave had some clashes with Tanya over some ambiguity of roles and responsibilities and some work got held up such as interview arrangements including pro forma interview questions and selection of interviewers. Approval has been taken that matter is resolved. But the issues with Dave and Tanya are not resolved yet.

Your Task - Team meeting

Complete the following workplace activities demonstrating skills and knowledge to lead teams in the workplace and to actively engage with the management of the organisation:

Preparation activity

1. Access simulated workplace policies and procedures and use the relevant policies and procedures to undertake this task. Prepare and conduct a meeting.
2. Use the activities prepared in your assessment task 2 for this task as the base documents.
3. Organise the team (fellow trainees as Dave and Tanya) and CEO (assessor) for the role-play and proper seating and settings to play the role as the manager.
4. Ensure you model desired behaviour and practices during the role-play. And promote work team collaboration through individual behaviour. (Direct observation by your assessor).

Role-play -Refer to next page for instructions.

1. Using effective communication strategies from line management to the team:
   1. establish and maintain open communication processes,
   2. communicate with team members.
   3. Explain the progress to other key stakeholders (assessor played the role as CEO) and,
   4. encourage and foster shared understanding of purpose, roles, and responsibilities.
2. Explain the progress to the CEO (assessor) for his inputs including.
   1. issues and concerns faced during the teamwork.
   2. unresolved issues and problems to be addressed.
3. Reiterate the team activities according to roles and responsibilities and, encourage your team members Dave and Tanya to participate in and take responsibility for team activities.
4. Provide feedback to encourage, value and reward your team and explain how you provide support to Dave and Tanya in identifying and resolving work performance problems.
5. Discuss the issues, concerns and problems which are not resolved yet that raised by your CEO. Explain to your CEO and the team members your solutions to unresolved issues, concerns, and problems.
6. Conclude the role-play meeting by explaining as to how you follow-up unresolved issues, concerns and problems with line management raised by team members.

Role-play Brief

Activity-Liaise with stakeholders.

(This activity refers to activity 5 - 10 of your task)

Instructions

This part is a role-play where you must organise role-play settings as agreed and facilitated by your assessor for a consultation meeting including training room place, tables, chairs, a computer with Internet, papers, pens, and any other resources as required.

Details of the task being observed	You undertake the active part of the task participating and using oral communication skills in a consultation meeting with relevant manager.
Assumptions to be made	Your assessor plays the role of CEO
Persons involved	You as the s manager and the assessor as the CEO of simulated workplace.
Involvement and contribution from role-play participants.	Respond to the role-player with responses according to caser study information and task activity of the unit of competency. Assessor is to respond as the CEO to candidate's discussions, accuracy of solutions to issues and concerns and relevancy of application of teamwork.
Timing for the role-play:	3 - 5 minutes per candidate plus your assessor will decide any additional time required based on your participation behaviour and ability to perform
Conditions under which the observation is conducted	Skills in this assessment are demonstrated by the candidate and observed by assessor in a simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to: Workplace or simulated workplace policies and procedures relevant legislation, regulations, standards, and codes Workplace documentation and resources relevant to required performance evidence.
Application of foundation skills and observable behaviour of application of skills.	Participate in the role-play and take the lead role. Communicate and engage in discussions. Explain and discuss the issues and concerns faced during the teamwork. Discus about unresolved issues and problems to be addressed. Reiterate the team activities according to roles and responsibilities. Encourage your team members Dave and Tanya to participate in and take responsibility for team activities. Discuss the issues, concerns and problems which are not resolved yet. Provide solutions and seek feedback. Respond to feedback. establish and maintain open communication processes,

---End of Project Work---

Self Assessment Checklist

Note: The following checklist is for you to confirm your work completion as well as performance and demonstration of skills. Ensure you carefully check, and tick as completed and performed before submitting written evidence and while demonstrating skills during performing the task.

	Assessment Task Activity	Completed as required
	Preparation activity	Yes	No
1	Access simulated workplace policies and procedures and use the relevant policies and procedures to undertake this task.
2	Use the activities prepared in your assessment task 2 for this task as the base documents.
3	Organise the team (fellow trainees as Dave and Tanya) and CEO (assessor) for the role-play and proper seating and settings to play the role as the manager.
4	Ensure you model desired behaviour and practices during the role-play. And promote work team collaboration through individual behaviour. (Direct observation by your assessor).
	Role-play activity
5	Using effective communication strategies from line management to the team: communicate with team members. Explain the progress to other key stakeholders (assessor played the role as CEO) and, encourage and foster shared understanding of purpose, roles, and responsibilities.
6	Explain the progress to the CEO (assessor) for his inputs including. issues and concerns faced during the teamwork. unresolved issues and problems to be addressed.
7	Reiterate the team activities according to roles and responsibilities and, encourage your team members Dave and Tanya to participate in and take responsibility for team activities.
8	Provide feedback to encourage, value and reward your team and explain how you provide support to Dave and Tanya in identifying and resolving work performance problems.
9	Discuss the issues, concerns and problems which are not resolved yet that raised by your CEO. Explain to your CEO and the team members your solutions to unresolved issues, concerns, and problems.
10	Conclude the role-play meeting by explaining as to how you follow-up unresolved issues, concerns and problems with line management raised by team members.