BSB61015 Provide leadership across the organisation
Assessment Submission Sheet
Course BSB61015 Advanced Diploma of Leadership and Management
Unit Code BSBMGT605
Unit Name Provide leadership across the organisation
Assessor Name
Student Name
Student ID
Date Due
Please read and sign this assessment coversheet and submit it together with your assessment to your Assessor by the due date.
Student Declaration
• I declare that the work submitted is my own, and has not been copied or plagiarised from any person or source.
• I have read the Plagiarism Policy and Assessment Appeal and Reassessment Policy in the Student Handbook and I understand all the rules and guidelines for undertaking assessments.
• I understand that by typing my full name in the student field this is equivalent to a hand-written signature.
• I give permission for my assessment material to be used for continuous improvement purposes.
Student Signature Date Submitted
Assessor Use Only
Assessment Items Result
Task 1 Case Study
Task 2 Report
Task 3 Report
Final Result for this unit
Student Declaration: I declare that I have been assessed in this unit, and I have been advised of my result. I am also aware of my appeal rights. Assessor Declaration: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback
Signature Signature
Date
Assessor Marking and Feedback Form
Assessment Task Satisfactory
Yes No Comments
Task 1
incident report
risk analysis
updated risk register
a report on the managers’ WHS responsibilities
Task 2
action plan for implementation
budget
communication plan
drafts of evolving planning documents
presentation notes, PowerPoint slides, etc.
agenda
team roles and responsibilities document
team budget
workshop notes
Task 3
professional development plan
a written reflection report
Assessor’s Final Comments
Task 1
Assessment Instructions
This is an individual assessment. You will demonstrate knowledge and skills required to communicate organisational mission and goals. Using the workplace scenario information provided, you will address expectations of an organisation to investigate incidents in accordance with legal and organisational requirements. You will also address expectations to communicate organisational mission and goals to internal stakeholders by preparing a report to managers.
Procedure
1. Review the simulated business documentation (Max Lionel Realty), including policies and procedures provided by your assessor.
2. Review the information in Scenario 1 below and fill out an incident report in connection with the WHS incident. Complete a risk assessment based on the information provided by the HR Manager in the scenario. Update the organisational risk register (Appendix 1).
3. Review the information in Scenario 2 below and prepare a report on the managers’ WHS responsibilities. Ensure you:
a. explain the organisation’s mission, values and strategic directions
b. explain the link between the organisation’s objectives, standards, relevant legislation and the responsibilities of managers and agents for a safe workplace
c. state expectations of managers in a way designed to build commitment and support by managers; use persuasive language and deploy an appropriate leadership style
4. Submit documentation as per specifications above.
To be deemed competent you will need to successfully demonstrate the following:
You must submit
• incident report
• risk analysis
• updated risk register
• a report on the managers’ WHS responsibilities
Appendix 1 – Templates
Incident report
1. DETAILS OF PERSON MAKING REPORT
Name:
Position: Job Title:
2. DETAILS OF INCIDENT
Date: Time:
Location:
Describe what happened and how:
SUGGEST CORRECTIVE ACTIONS
3. DETAILS OF WITNESSES
Name: Job title:
Name: Job title:
Sign: Date:
Injury report
Status: Employee Contractor Other
Outcome: Near miss Injury
1. DETAILS OF INJURED PERSON
Name: Phone: (H) (W)
Address:
Sex:
Date of birth:
Job Title:
Start time:
Work arrangement: Casual Full-time Part-time Other
2. DETAILS OF INCIDENT
Date: Time:
Location:
Describe what happened and how:
3. DETAILS OF WITNESSES
Name: Phone: (H) (W)
Address:
4. DETAILS OF INJURY
Nature of injury (e.g. burn, cut, sprain)
Cause of injury (e.g. fall, grabbed by person)
Location on body (e.g. back, left forearm)
5. TREATMENT ADMINISTERED
First aid given Yes No
First aider name:
Treatment:
Referred to:
SECTIONS 6–9 MUST BE COMPLETED BY EMPLOYER
6. DID THE INJURED PERSON STOP WORK?
Yes No If yes, state date: Time:
Outcome:
Treated by doctor Hospitalised Workers compensation claim
Returned to normal work Alternative duties
Rehabilitation
7. INCIDENT INVESTIGATION (comments to include causal factors):
8. RISK ASSESSMENT
Likelihood of recurrence:
Severity of outcome:
Level of risk:
9. ACTIONS TO PREVENT RECURRENCE
Action By whom By when Date completed
10. ACTIONS COMPLETED
Signed (Manager):
Title: Date:
Feedback to person involved Date:
11. REVIEW COMMENTS
WHS committee / staff meeting:
Reviewed by site Manager (signed): Date:
Reviewed by Health and Safety Rep. (signed): Date:
Risk assessment form
Details
Name:
Position:
Risk details
Risk ID: Number allocated to this risk.
Raised by: Name of person who has raised the risk.
Date raised: Date of completion of this form.
Description of risk:
Briefly describe the identified risk and its possible impact.
Likelihood of risk:
Describe and rank the likelihood of the risk occurring (i.e. low, medium or high).
Impact of risk:
Describe and rank the impact if the risk occurs (i.e. low, medium or high).
Risk mitigation
Preventative actions recommended:
Briefly describe any action that should be taken to prevent the risk from occurring.
Contingency actions recommended:
Briefly describe any action that should be taken, should the risk occur, to minimise its impact.
Approval details
Supporting documentation:
Details of any supporting documentation used to substantiate this risk.
Signature:
Date:
Risk register
This template is used to record identified risks associated with your project, analyse the impact and determine resultant action to be taken.
Risk Likelihood
(H/M/L) Impact
(H/M/L) Risk response
(contingency strategies) Responsible
Task 2
Assessment Instructions
This is an individual assessment. You will demonstrate knowledge and skills required to influence, build and support teams. Using the workplace scenario information provided, you will plan the implementation and resourcing of an organisational change strategy, consult with various stakeholders, and implement a key part of the change strategy. At all stages, you will build support for the implementation. Also, you will lead and support a team of managers to implement a change strategy.
Procedure
1. Review the simulated business documentation (Max Lionel Realty), including policies and procedures provided by your assessor.
2. Review the information in scenario 1 below.
3. Develop action plan for implementation of the change strategy.
4. Develop a budget for the strategy.
5. Develop a communication plan for the change strategy.
6. During the CEO (your assessor) meeting, you will discuss planning as below.
CEO – Max Lionel
Very concerned about cost of change strategy. Would like to reduce cost by 20% if possible.
Has several questions, for the Operations General Manager (candidate):
● What activities will be undertaken to achieve objectives according to your plans?
● How have you resourced the change strategy? How much will it cost?
● How do your plans meet organisational, legal requirements, etc.?
● How will your communication plan account for the needs of all internal and external groups, including the community at large?
● How will your use of technology achieve objectives?
● How do your plans align to organisational risk management plans?
● What consultation will you undertake with managers (key part of implementation)? How will you ensure their support and incorporate their input into your implementation plans?
Prepare presentation notes to:
a. employ appropriate leadership style
b. discuss plans and budget and gain support
c. explain how plans meet organisational, legal requirements, etc.
d. explain how communication plan accounts for needs of internal and external groups. Explain what approaches will be taken to ensure the organisation is reflected positively in the media.
e. discuss modes of communication (e.g. presentations, flyers, posters, training notes, etc.) in implementation plans
f. explain how plans align to organisational risk management plans; for example, explain how the change strategy mitigates certain risks outlined in the risk register
g. discuss the approach to be taken in upcoming consultation with managers (key part of implementation).
7. Revise plans/budget based on consultation with CEO. Keep drafts of plans to provide evidence of consultation and continuous improvement.
8. Form a group of four people. Consult with managers (your group members to play the roles of managers) to implement part of change management strategy (inform managers of change processes, gain support, seek feedback and suggestions for improvement).
Prepare consultation note. Ensure you:
a. employ an appropriate leadership style
b. model and encourage ethical behaviour.
9. Revise plans/budget based on consultation with managers. Keep drafts of plans to provide evidence of consultation and continuous improvement.
10. Review the information in scenario 2 below.
11. Develop agenda for workshop and arrange time to meet with managers to workshop implementation of agent training. Arrange for the assessor to observe workshop.
12. Lead team workshop with managers. Ensure you:
a. set and complete objectives for workshop; determine how to ensure effective training of agents
b. assign roles for each manager
c. model ethical behaviour and encourage ethical behaviour in team
d. use an appropriate leadership style to achieve objectives
e. discuss organisational requirements such as legislation
f. provide support for team as team generates ideas for how to produce effective training
g. model innovative methods to generate ideas for training agents and achieving training objectives; for example, brainstorming, fishbone diagrams, 8Ps, flowcharting
h. discuss, suggest, demonstrate and encourage innovative approaches
i. provide constructive criticism, advice
j. discuss leadership styles to be employed by managers in training
k. discuss budget for training
l. take notes from workshop to evidence participation.
13. Submit documentation as per specifications above.
To be deemed competent you will need to successfully demonstrate the following:
You must:
• meet with CEO (your assessor) to approve change strategy
• Consult with managers (your group members to play the roles of managers) to implement part of change management strategy
• meet with managers to workshop training of agents
• submit:
○ action plan for implementation
○ budget
○ communication plan
○ drafts of evolving planning documents
○ presentation notes, PowerPoint slides, etc.
○ agenda
○ team roles and responsibilities document
○ team budget
○ workshop notes
Appendix 1 – Templates
Action/implementation plan
Item Milestone date Responsibility
Budget
Project Name:
Income Incl. GST Excl. GST
Total income
Expense Incl. GST Excl. GST
Subtotal
Contingency (+10%)
TOTAL
Signature:
Date:
Communication plan
What Who Purpose When/frequency Type/methods
Roles and responsibilities
Role Name/s Responsibilities Signature/s
(if required)
Budget
Project Name:
Income Incl. GST Excl. GST
Total income
Expense Incl. GST Excl. GST
Subtotal
Contingency (+10%)
TOTAL
Signature:
Date:
Task 3
Assessment Instructions
This is an individual assessment. You will demonstrate knowledge and skills required to demonstrate personal and professional competence. In this assessment task, you will set out personal and professional goals in a professional development (PD) plan. Then you will obtain third-party verification of participation in networking or professional development to achieve goals set out in your PD plan. Finally, you will submit a reflection on your personal development.
Procedure
1. Reflect on your leadership skills in the context of the work you completed in Assessment Tasks 1 and 2. This will be a self-assessment exercise, so questions you should ask yourself include the following.
a. What did I do well?
b. What areas need improvement?
c. Did I engage all stakeholders?
d. Did I display ethical conduct? If so, how/how not?
e. How was my leadership style appropriate for the tasks?
2. Once you have established areas for improvement, determine how this will occur by developing a professional development plan (Appendix 1). Questions to ask yourself will include the following.
a. What are my objectives?
b. What are the priorities for achieving these?
c. What activities do I need to undertake to achieve my objectives?
d. What resources do I need?
e. What are my timelines?
3. Identify three professional development activities in your PD plan (for example, training, networking or professional development) designed to achieve goals and overcome weaknesses set out in your PD plan.
4. Complete a written reflection report detailing:
a. answers to reflection questions in step 1 above
b. how you will continue to develop your skills and knowledge through professional development and networking.
5. Submit documentation as per specifications above.
To be deemed competent you will need to successfully demonstrate the following:
You must
• plan professional activities in PD plan
• submit:
○ professional development plan
○ a written reflection report.
Appendix 1
Professional development plan
Name
Date of development Date to be reviewed
Discussed with mentor/colleague
Name: Discussed with manager
Name:
Goals
Timeframe My personal goals are:
These should relate to or support professional goals My professional goals are:
These should relate to objectives to maintain current competence in the job role or future career paths.
Next 12 months
This will depend on type of activity priority/ importance of undertaking it
Next 5 years
This will depend on type of activity priority/ importance of undertaking it
Strengths and Weaknesses
Timeframe Personal Professional
Required knowledge/skills
Consider:
required competencies
job description
service plans and frameworks.
Strengths
Consider:
your views
recent tests/appraisals
other people’s views.
Gaps/barriers/ obstacles and solutions
gaps in knowledge/ skills
changes to systems/ services requiring new skills
what will help you to progress in your role, profession?
Professional Development and Networking Activities
Identified gap Development activity Details (provider, location, etc.) Objective of development/ networking activity Timeframe Cost
1.
2.
3.
Reflection Report
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