BSB51415 Diploma of Project

Management
BSB51918 Diploma of Leadership
and Management

BSBWOR502
Lead and manage team effectiveness

Task 2 – Written Report and Role Play

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Candidate Instructions

Purpose of this Assessment task

This assessment task is designed to test your skills in leading and managing team effectiveness as
required by the unit BSBWOR502 Lead and manage team effectiveness. Your trainer/assessor will be
assessing your work and provide you with constructive feedback on Canvas. This task will assess your
skills to:
 Establish team performance plan
 Develop and facilitate team cohesion
 Facilitate teamwork
 Liaise with stakeholders.

By successfully completing this project you will provide the required performance evidence of your
competence in leading and managing team effectiveness.

What are you required to do to undertake this Case Study?

You should carefully read the provided Case Study; and undertake all questions. The task includes: (i)
Analysing the case (ii) Undertaking required research (iii) Role play and (iv) Reporting.

To successfully undertake this assessment, you should be doing the following:

 Read the provided Case Study couple of times and understand its requirements
 Clarify the requirements with your trainer and assessor if you are not sure
 Research appropriate websites as directed by your trainer/assessor
 Upload the recorded video of Role Play used in Part B Q a if you are completing this unit online
 Discuss with your trainer/assessor the contents of the report if needed.

Context and conditions of undertaking the tasks?

The prescribed tasks will be undertaken by you after carefully analysing the case scenario. Your trainer
will also provide you guidance on the websites to be researched. Your trainer/assessor may also set
certain conditions under which you will perform the tasks required by this assessment. For example, your
trainer may set a time limit to perform a task or, ask you to repeat a task or, ask you to give additional
information about the performance by asking you some verbal questions or, they may prescribe you
some new conditions to undertake certain tasks.
Given your personal conditions, your trainer/assessor should also be able to make some reasonable
adjustments in undertaking the tasks of this assessment. You should check with your trainer/assessor
about the conditions under which the tasks should be completed, and the possible adjustment they can
make in undertaking these tasks.

What specific WHS requirements may be involved?

This assessment will require you to be aware of the standard Workplace Health and Safety requirements
e.g. Workplace Health and Safety Act and Workplace Health and Safety Legislation Your trainer/assessor
will advise you on these and other legislative requirements.

Tasks and frequency of performance

Details of the tasks to be undertaken in this assessment are provided in the Case Study. The tasks listed in
that document must be performed at least once.

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Getting Started
The assessment may be re-attempted on two further occasions (maximum three attempts in total). All
assessments must be resubmitted 3 days within receiving your unsatisfactory grade. You must clearly
indicate “Re-submission” on your resubmitted work.

You must complete all questions unassisted by the assessor or other personnel but may refer to
reference material as may be needed. All questions must be answered satisfactorily for the assessment to
be completed satisfactorily.

For any assessment conducted that is incomplete, or without satisfactory performance, the assessment
will need to be completed again after further training support. This may be simply to focus on question
areas not achieved in the prior assessment.

Submitting your assessment

When you are ready to submit your assessments, upload the files within Canvas via the submission tab. It
is important that you keep a copy of all electronic assessments submitted to Canvas.  Please submit all
assessment components. (If you are completing this unit online, you MUST upload the recorded video of
Role play used in Part B).

Word count
In this assessment some of the questions include a word count. This is a guideline only, but your answers
should not vary substantially (i.e. +/- 10%) from the word count provided. Microsoft Word includes a
word count tool.
To test the required application skills in leading and managing team
Objective
effectiveness.

Assessment Cover Sheet

Candidate’s name:

Trainer’s Name:

Date Submitted:
Candidate declaration: I declare that:
 I have read and understood all the information provided in relation to
the assessment requirements to complete this unit, the instructions
and the purpose and processes of undertaking this assessment task
 This assessment is my own work and where other’s works or ideas have
been borrowed, I have appropriately referenced or acknowledged them
 I understand that plagiarism is a serious offence that may lead to
disciplinary action.

Candidate’s signature:

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Task 2 – Written Report and Role Play

Part A
You need to consider that you are working in a team with two to four people (minimum three
including yourself). Your task is to identify, establish and document your team’ s purpose, roles,
responsibilities, goals, and objectives. You must provide details of how the plan will be monitored.
Your plan must be aligned with organisational goals and objectives.

You are required to:

 Identify a goal with your designated team to meet that goal and create a plan to achieve
expected team outcomes. The mechanism that will underpin the team development will be a
project. In the workplace, teams commonly form around projects, complete the outcomes, and
then adjourn. The difference between a successful and unsuccessful project is often team
effectiveness.
 Refer to the case study in Appendix 1 to work on with your nominated team.

Procedure
 Organise your team: You will need to choose two (2) or more team members to assist you and
you will need to inform them of what to expect through their involvement.
 Establish, document, and agree on the team’s purpose and what the team needs and wants to
achieve.
 Agree, share, and communicate roles and responsibilities within your team.
 Devise a project plan: Conduct a meeting to develop a plan with your team (take minutes of
this session) including the following elements:

a. Project performance plan – includes goals and objectives, deliverables, risk assessment
plan and communications and reporting plan. (Use Appendix 2). Decide with your team
how you will monitor and review your plan during the project. You must decide when
you will meet to review your team’s progress and what kinds of progress reports will be
generated. This information should be recorded in the communications and reporting
plans.
b. Tasks and resources required – you must agree with your team on the tasks that must
be carried out, the resources that will be necessary and which tasks may be considered
milestones. You may use any of the following templates to aid this process: “task list”,
“Gantt chart”, and “milestone chart”. (Use Appendices 3, 4 and 5).
c. Team and personal work schedules – who will do the tasks and when they need to be
completed. (Use Appendix 6). Inform your team members that they can also create
their own personal work schedules. (Use Appendix 7).
d. Skills matrix – for your team identify training needs (Use Appendix 8).
e. Training planner – for each of your team members to plan training where necessary.
(Use Appendix 9).

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Part B
You must be able to provide effective leadership for a team and facilitate a work team during the
implementation of a team project including decision-making, resolving issues and developing team
cohesion. You will need to collaborate with your team; however, you must complete each of the tasks
for this assessment as individuals. This is not a team/joint assessment.

You must support team members to achieve team goals and objectives, encourage team members to
take responsibility for their own work, provide feedback to team members and ensure your own
contribution to the team serves as a role model.

You must also communicate information and team issues to management, ensuring follow-up action is
taken.

You must hold a progress meeting and a post project review meeting with your team.

You need to implement your team’s plan as documented in Part A and support your team to achieve
expected outcomes.

You are required to hold project review meeting with your team and hold a post project review
meeting with the team in which you celebrate successes, identify opportunities for improvement and
disband.

You are to deliver a post-project review report to management following the completion of the project
as well as team effectiveness surveys and a brief reflection reviewing your success as a team leader
and that of your team.

You are required to report on any issues, conflicts, or problems the team is encountering during the
progress meeting (Appendix 12). You will be asked to explain how you resolved these issues.

Procedure

During project implementation, you must complete the tasks in your plan.

You are required to:

a) Hold two (2) team meetings (progress and post project review) and take minutes (Use
Appendices 10 & 11). During these meetings you must review your team’s performance and
give your team members feedback on their performance.
b) Establish a reward and recognition system for the project which applies for all team members.
c) Plan a training session with your team to address issues identified in their training planners and
develop a procedure to assist others undertaking required roles. Record details of the training
session in your minutes.
d) Record issues and corrective action taken in a Project Issues log (Use Appendix 12).

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 e) Based on your team’s feedback on performance, raise your concerns and communicate to your
team to ensure necessary action is taken.
f) You should communicate to management any unresolved issues, concerns and problems raised
by the team, preferably during a team meeting and take minutes documenting this
communication. (Use Appendix 13).

NOTE:

 If you are completing this unit face to face: your fellow students can be selected as team
members.

 If you are completing this unit online: you can choose your friends, family members, other
students, or work colleagues to form such a team of which you are a member to complete
this assignment. (You MUST video record and upload into Canvas the role play consisting of
the two (2) meetings conducted in ‘Part B Q a’).

Part C

Finish the project by the planned deadline.

Evaluate your team’s success. Identify the goals and objectives achieved and those not achieved.
Discuss why you did not achieve the identified objectives. Celebrate successes.

a) Complete a post-project review report. Indicate which objectives your team achieved and any
objectives your team didn’t achieve. Give reasons as to why you believe your team didn’t reach
all its goals. Discuss any issues or problems you encountered with your team during the project
including conflict. Explain how you resolved those problems (Use Appendix 14).
b) Give one of your team members a “Team Effectiveness Survey” to complete and upload it with
your submission (Use Appendix 15).
c) Write three (3) paragraph brief reflection on your effectiveness as a team leader. Paragraph
one should include the things you could have done better. Paragraph two should give examples
of how you believe your contribution to the work team served as a role model for your team
members. Paragraph three should include strategies for improving your effectiveness as a team
leader.

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Appendix 1 – Case study: Mustang Sally Steakhouse

The following document is an excerpt from Mustang Sally Steakhouse’s business plan.

Mustang Sally Steakhouse Business Plan

Objectives
Mustang Sally Steakhouse’s objectives for the first three years of operation include:
 Growing one new restaurant per year for the first three years of operation.
 Keeping food cost under 30% of revenue.
 Keeping employee labour cost between 10–15% of revenue.
 Averaging sales in each location between 4–5 million dollars per year.
 Maintaining strict controls on costs and operations by hiring a managing partner/proprietor for
each location and utilising automated computer/internet control.

Mission
Mustang Sally Steakhouse will strive to be the leading buffet restaurant in the local marketplace. We
want our guests to have the ultimate dining experience when visiting Mustang Sally’s Steakhouse. Not
only will our guests receive a great meal, they will also experience an exciting atmosphere every time
they enter the restaurant. We will be doing unique things (such as serving all-you-can-eat choice grass-
fed sirloin steaks which are grilled on the spot by barbecue chefs) that will set us apart from the
competition. We will ensure that the dining experience is as pleasing to the senses as it is to the palate.

Our focus will be serving quality food at great value. We will feature a large selection of freshly
prepared food, mostly in full view of our guests. We will feature over 100 items daily that are full of
flavour and come from a range of different cuisines from around the world.

Customer satisfaction is our number one priority. We will strive to satisfy even the most demanding
customers and food critics. We aim to be the first choice for adults and children, families and couples,
friends, and colleagues. We will also be in the ideal location to hold corporate functions, conferences,
and business meetings.

We will value our staff as our number one resource. We will promote a happy and safe working
environment. We will reward our employees for their contributions, and they will reap the benefits of
our success. We will combine delightful dishes, a fun atmosphere, and friendly personnel to create a
complete and unique restaurant encounter to reach our goal of over-all value in the
dining/entertainment experience.

The following chart displays the organisational structure of Mustang Sally Steakhouse:

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Your project, the Mustang Sally Steakhouse:
You are the Events Coordinator for the Mustang Sally Steakhouse. The owner of the business
has asked you and the rest of the events team to plan the opening event for the first restaurant which
seats 300 people. The plan must include:

(a) the menu for the occasion – it will be a limited menu offering guests a taste of the best
Mustang Sally Steakhouse has to offer:
 five appetisers
 three fish dishes
 five meat options including two different steak dishes
 three pasta dishes
 three risottos
 three curries
 one couscous dish
 five pizza options
 three salads
 five desserts.

(b) details regarding how guests will be served (buffet, table service, bar service, etc.)
(c) entertainment for the event
(d) timing – lunch or dinner? Which day of the week?
(e) how the event will be advertised and how guests will be invited
(f) the number of guests that will be allowed to attend
(g) details on how you will create a unique dining experience for all guests
(h) an estimate of the budget for the event.

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Appendix 2 – Team performance plan

Project title

Purpose

Project goals/objectives

Deliverables/milestones

________________________________________ Due date:_______________

________________________________________ Due date:_______________

________________________________________ Due date:_______________

Risk assessment plan

Risk Likelihood Impact Management strategy

(high/medium/low) (high/medium/low)

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Communications and reporting plan

Stakeholder Information required When required Format

Scheduled review dates:

________________________________________ Due date:_______________

________________________________________ Due date:_______________

________________________________________ Due date:_______________

________________________________________ Due date:_______________

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Appendix 3 – Task list

Task Start Length Type Dependent Resources

date (days/weeks) (Sequential/Parallel) on required
A
B
C
D
E
F
G
H
I
J
K

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Appendix 4 – Gantt chart

Day/Week/Month

Activity 1 2 3 4 5 6 7 8 9 10

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Appendix 5 – Milestone chart

Milestone Team member Due date

responsible

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Appendix 6 - Team work schedule

Teamwork schedule

Step Task/action Team member/s Start date Due date

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Appendix 7 - Personal work schedule

Personal work schedule

Step Task/action Start date Due date Progress

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Appendix 8 – Skills matrix

Name Skill

Legend:

Team
Team member
Team Team Team member
can perform
member member can’t member can can train
task
has no perform task perform task others to
independently
training independently independently perform
with supervision
task

Appendix 9 – Training planner

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 Team Member: _____________________ Team Leader: ______________________

Skills to be Training Actual skill Desired Scheduled

developed activity/method level skill date/time
level

Appendix 10 – Team meeting minutes

Date: _____________________ Time: __________________
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Attended by:

Apologies:

To:
Cc:

Item/Issue Outcome/action When Who

Appendix 11 – Team meeting minutes

TEAM MEETING MINUTES

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DATE: Time:

Attended by:

Apologies:

To:

Cc:

ITEM/ISSUE OUTCOME/ACTION WHEN WHO

Appendix 12 – Issues log

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 DATE TASK ISSUE CORRECTIVE
ACTION TAKEN

Appendix 13 – Project progress/status report

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 PROJECT PROGRESS/STATUS REPORT

PROJECT TITLE:

PROJECT MANAGER

PROGRESS REPORT

REPORT NUMBER

RAG STATUS RED / AMBER / GREEN

TASKS, MILESTONES, DELIVERABLES ACHIEVED THIS PERIOD COMPLETION DATES

TASK, MILESOTNE, COMMENTS SCHEDULED ACTUAL

DELIVERABLE

MAJOR RISKS AND ISSUES

RISK/ISSUE IMPACT ACTION TAKEN/MANAGEMENT STRATEGY

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RECOMMENDATIONS AND REQUESTS:

*RED - requires urgent attention! Project is very delayed and / or significantly

over budget

AMBER - minor concern – project is delayed and / or over budget

GREEN - project is on track to deliver as scheduled and within budget tolerances

(such as + / - 10%)

Appendix 14 – Post review report

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 Post-project review report

Name of project:

Date & location of meeting:

Name of attendees:

Project overview:

Review by team of goals,

objectives/deliverables &
schedule as outlines in
project plan:

Goal / Objective / Deliverable

Goal / Objective / Met Missed Partially Comments

Deliverable met

What worked well; What could have gone better?

Worked well Could have gone better

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 Lessons learned:

Next steps/improvement plans:

Appendix 15 – Team effectiveness survey

A team member must provide a candid assessment of the abilities of the team leader to promote team effectiveness.

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 TEAM EFFECTIVENESS SURVEY

Objectives

Were the project objectives clearly communicated to you at the outset of the project?

Team building

Did the project leader provide meaningful and effective team building activities?

Decision-making and consultation

Were you consulted in allocation of tasks and other decisions that affected you?

Team member roles/tasks

Was your team role clearly explained and outlined to you?

Training needs

Were you consulted on your skills and was a plan developed that accurately reflected your
training needs?

TEAM EFFECTIVENESS SURVEY

Leadership and guidance

Did your team leader help you to feel confident, inspired and motivated to do the project?

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Meeting environment

Were the meetings well run and effective? Did you have opportunities to raise issues and
concerns?

Would you recommend?

Would you recommend your team leader for other projects? Why?

Other

Do you have any other comments?

Name:

Signature:

Date:

Appendix 16 - Reflection
Write your reflection below (Approx. 100 words)

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End of Assessment.

Congratulations, you have completed this assessment task.

Please ensure all questions are answered and upload onto Canvas the following:
 This completed workbook
If you are completing this unit online, you must also upload:
 Video recording for Role Play consisting of 2 meetings used in Part B Q a

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