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Independence and teamwork Task list in priority order: WORK PLAN # Task Task duration Person Responsible e.g. Move paper records in to work room 1

Independence and teamwork

Task list in priority order:

WORK PLAN
# Task Task duration Person Responsible
e.g. Move paper records in to work room 1 hour All
1 Collect all the past sales data 2 hours Karen
2 Organize and categorize the data 2 hours Karen
3 Enter the data into the software 2 hours Charlie
4 Generate sales trend reports from the software 1 hour Charlie
5 Review and verify the accuracy of the data entered and the reports generated 1 hour Janice
6 Prepare a presentation 2 hours Janice
7 Communicate with James, Sandy, Mary, Karen, and Charlie 1 hour All

During the discussion, the team raises the fact that over the last couple of days of working on this job, you haven't all been in the room at the same time. That's because Charlie works part-time, and you need to pause to take care of your other bookkeeping tasks every now and then. Although you're working through the old records in order according to your plan, the work is slower than you expected (the hours in your plan).

1. Write an email to Charlie and Karen:

  • Identifying the problem and its cause
  • Outlining one option for resolving the problem.

You've updated James, Sandy and Mary on your progress, including your solution for working more efficiently. Sandy comes to you and mentions a work scheduling app she's been using. She thinks would work well for keeping the team organised and on track with your solution . You think it's a good idea, but you'd need to adapt to the new workflow (and the technology!) ASAP to make it worthwhile.

2. Describe your attitude and approach to using the app, in your small team, for this job

3. You'll now need to revisit the work plan you developed in Task list in priority order above. Adapt the work plan to reflect the changes outlined in Question 1 and 2 above in a supportive and positive manner.

  • Outline how you adapted your work plan Include a copy of your updated work plan in the space below

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