Question 1.4

Scenario You are a Team Lead at "Money Matters," an accounting firm based in Sydney, Australia. Your team consists of skilled accountants and bookkeepers who provide comprehensive financial services to clients. Part of your role is to support your team members' professional growth by facilitating access to personal and professional development opportunities that align with their goals, plans, and activities.

Excerpt from "Money Matters" Policies and Procedures Manual: Professional Development and Support

Facilitating access to development opportunities:

• Team Leads are responsible for identifying and providing access to relevant training, workshops, and resources for team members.
• Development opportunities should be aligned with individual goals, plans, and the firm's organisational objectives.

One of your team members, Lisa, is a bookkeeper with aspirations to enhance her skills in financial analysis. In a recent one-on-one session, Lisa expressed her interest in attending an advanced financial analysis workshop to gain deeper insights into the subject. She believes this will allow her to contribute more effectively to client interactions and provide insightful recommendations.

Question As a Team Lead, how would you facilitate Lisa's access to the advanced financial analysis workshop that aligns with her goal? Outline the necessary steps and considerations you would take to support her professional development.

Fill in the table below to address each point.

What actions would you take to...	Response
Assess alignment of Lisa's goal with organisational objectives?
Research and identify suitable development opportunities?
Evaluate workshop content, schedule, location, and cost?
Propose the workshop and its benefits to Lisa?
Seek necessary approvals for funding and time allocation?
Assist Lisa in the registration process?
Provide ongoing support and follow-up during and after the workshop?
Gather feedback on the workshop's impact and Lisa's experience?
Discuss integration of new skills into Lisa's current tasks?