Educating for Excellence Assessment Submission Sheet Course BSB51918 Diploma of Leadership and Management Unit Code BSBWOR502 Unit Name Lead and manage team effectiveness 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 Role Play 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’s Final Comments Task 1 Assessment Instructions This is an individual assessment. You are required to demonstrate the skills and knowledge required for establishing a team performance plan. If you need help understanding any questions, ask your assessor to explain. In response to a simulated business scenario, you will build a work team, help assign responsibilities for a team project, develop a performance plan, and support team members to carry out assigned responsibilities. You will develop and propose strategies to ensure each team member participates in the project planning and develops policies and procedures for carrying out teamwork. 1. Review the simulated workplace information for Apparel Brands Pty Ltd in Appendix 1. 2. In consultation with your assessor: a. form a team b. agree to meet to discuss team objectives and develop performance plans for each team member. 3. Prepare to work with your team and complete the following: a. Consider several strategies to ensure each team member has input into the planning process. b. Consider several ideas for policies to ensure team members take responsibility for own work. c. Consider team goals and how team can achieve goals. d. Consider strategies for gaining consensus among your team. e. Consider group behaviour and how best to present your ideas and work effectively within the group. f. Review the third-party report in Appendix 3 to ensure that you are familiar with the team performance expectations. g. Prepare to take notes to provide evidence of team meeting. 4. In team meeting, consult to establish ground rules ...

1. Educating for Excellence
Assessment Submission Sheet
Course
BSB51918 Diploma of Leadership and Management
Unit Code
BSBWOR502
Unit Name
Lead and manage team effectiveness
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.

2. Student Signature
Date Submitted
Assessor Use Only
Assessment Items
Result
Task 1
Case Study
Task 2
Role Play
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’s Final Comments

3. Task 1
Assessment Instructions
This is an individual assessment. You are required to
demonstrate the skills and knowledge required for establishing a
team performance plan.
If you need help understanding any questions, ask your assessor
to explain.
In response to a simulated business scenario, you will build a
work team, help assign responsibilities for a team project,
develop a performance plan, and support team members to carry
out assigned responsibilities. You will develop and propose
strategies to ensure each team member participates in the
project planning and develops policies and procedures for
carrying out teamwork.
1. Review the simulated workplace information for Apparel
Brands Pty Ltd in Appendix 1.
2. In consultation with your assessor:
a. form a team
b. agree to meet to discuss team objectives and develop
performance plans for each team member.
3. Prepare to work with your team and complete the following:
a. Consider several strategies to ensure each team member has
input into the planning process.
b. Consider several ideas for policies to ensure team members
take responsibility for own work.

4. c. Consider team goals and how team can achieve goals.
d. Consider strategies for gaining consensus among your team.
e. Consider group behaviour and how best to present your ideas
and work effectively within the group.
f. Review the third-party report in Appendix 3 to ensure that
you are familiar with the team performance expectations.
g. Prepare to take notes to provide evidence of team meeting.
4. In team meeting, consult to establish ground rules for
teamwork:
a. propose and agree on strategies for ensuring participation of
team members
b. develop policy and procedures to ensure team members take
responsibility for own work; these should contain ground rules
for group work to ensure fairness and high performance.
5. Discuss and determine team goals and how goals can be
achieved.
6. Referring to the task requirements in Appendix 1, assign and
agree on responsibilities to achieve team goals:
a. Determine outcomes, outputs and KPIs for each team member
– for example, determine agreed responsibilities, quality
standards and how performance quality or achievement of tasks
will be measured, i.e. number of pages of research, number of
network contacts, number of credible sources, hours spent on
research, number of coaching sessions conducted to improve
performance of other team members, number of inputs into team
meetings.

5. b. Ensure work is fairly distributed among team members.
7. Determine and agree on specific duties to support team
members with assigned responsibilities.
8. Using the template provided in Appendix 2, develop an
individual performance plan in consultation with your team to
help achieve team goals:
a. Include your support duties in your individual performance
plan.
b. Your performance plan should be at least three pages long.
Note: Together, all individual performance plans must achieve
all team goals.
9. Ensure each team member completes the third-party report,
included in Appendix 3, to provide evidence on your team
performance.
10. Meet with your assessor to discuss your participation in
team activities.
11. Submit all documents to your assessor as per the
specifications below. Ensure you keep a copy of all work
submitted for your records.
To be deemed competent you will need to successfully
demonstrate the following:
You must submit:
· detailed performance plan (three pages)

6. · team policy and procedures
· notes from team meeting/s
· third-party reports from each team member.
Appendix 2: Performance plan
Action 1
Action 2
Action 3
Description
Dependencies
Timeline
Responsibility
Resources
Review dates

7. Measurement: KPI; Outcome
Appendix 3: Third-party report
Assessment 1 – Third-party report for candidate:
Did the candidate propose and agree on strategies for ensuring
participation of team members?
Y / N
Describe how:
Did the candidate help develop policy and procedures to ensure
team members take responsibility for own work?
Y / N
Describe how:
Did the candidate work with group to determine common
understanding of organisational requirements and team goals?
Y / N
Describe how:
Did the candidate work with group to determine and agree on
specific duties to support team members with assigned
responsibilities?
Y / N
List the candidate’s support duties:
Did the candidate demonstrate knowledge of group behaviour
and how to gain consensus and work within groups to enhance
team effectiveness?
Y / N
Describe how the candidate demonstrated this knowledge in

8. their interactions with the team:
Team member/observer’s name:
Signature and date:
Candidate’s name:
Signature and date:
Task 2
Assessment Instructions
This is an individual assessment. For this task, you are required
to demonstrate the skills and knowledge required for developing
team cohesion and facilitating teamwork. If you need help
understanding any questions, ask your assessor to explain.
In response to a simulated business scenario, you will carry out
the assigned tasks, as detailed in the performance plan, and
participate in a team meeting to support your team in achieving
team goals.
1. Review the simulated workplace information for Apparel
Brands Pty Ltd in Appendix 1.
2. Carry out all tasks contained in the individual performance
plan you developed in Assessment Task 1.
3. Consult with your team and assessor to determine an
appropriate time for your teamwork to be observed in a team
meeting.
4. Prepare for the team meeting:

9. a. Reflect on your achievement of team goals: Which goals have
you achieved? Which goals have you not achieved?
b. Identify at least one issue you have encountered with respect
to carrying out your tasks that you have not yet fully overcome
to discuss with your work team so that they may assist you in
enhancing your performance.
c. Consider possible processes for resolution of team issues. For
example, you may consider leading a brainstorming session, or
creating an issues matrix.
d. In consultation with team, develop a meeting agenda to
ensure that all issues, concerns and problems with carrying out
performance plan activities are addressed in the meeting in
order to keep team on track to achieve goals. The agenda should
include opportunity for each team member to employ a process
for resolution of team issues. Provide the meeting agenda to
participants (i.e. other team members) and assessor.
e. Prepare to take notes on issues and solutions and any
unresolved issues.
5. Participate in the team meeting:
a. Present your achievement of team goals and issue/s
encountered.
b. Provide feedback to team members to encourage and reward
efforts and build team cohesion.
c. Ask questions and encourage team members to contribute to
meeting.
d. Lead or play a prominent role in a process to resolve team
issues. Ensure you clearly signal each step in the process and

10. explain your methods to model effective team behaviour to
emulate.
e. Identify performance problems and propose solutions during
the resolution process to resolve team issues to keep on track to
achieve goals. If applicable, you may suggest coaching, training
etc.
f. Work through any issues that can be resolved during the
meeting with team members.
g. Record notes on issues and solutions and any unresolved
issues. Note unresolved issues or improvements to group work
that you will propose later, after consultation with the manager
(assessor).
6. Submit all documents to your assessor. Ensure you keep a
copy of all work submitted for your records.
To be deemed competent you will need to successfully
demonstrate the following:
You must:
· participate in an observed team meeting
· submit a meeting agenda
· submit meeting notes.
Task 3
Assessment Instructions
This is an individual assessment. For this task, you are required
to demonstrate the skills and knowledge required for liaising

11. with stakeholders about the performance of the team. If you
need help understanding any questions, ask your assessor to
explain.
In response to a simulated business scenario, you will consult
with your manager (your assessor in role-play), meet with your
team to resolve any team performance issues, and write a report
to your manager on the steps taken to resolve the performance
issues.
1. Review the simulated workplace information for Apparel
Brands Pty Ltd in Appendix 1.
2. Initiate a meeting with your manager (the assessor) to ensure
you obtain advice from outside the work team.
3. Consult with your manager (the assessor) to discuss team
performance issues. Use your notes from Assessment Task 2 to
provide the basis for this discussion.
4. Discuss your own solutions to improve team performance and
achieve team goals. During your consultation:
a. note suggestions from your manager (the assessor) to
implement with team/individual team members
b. note any information provided by your manager to be given
to team members.
5. Meet with team members to resolve performance issues as
discussed with the manager. For example, you may help or
coach team members to improve their performance. Review the
third-party report in Appendix 2 to ensure you are familiar with
the task requirements.
6. Write a report for your manager on resolution of team
performance issues:

12. a. Describe how you maintained an open communication process
between stakeholders (manager, team).
b. Describe how you were able to initiate and maintain this
communication process so that input from outside the team
could contribute to team performance.
c. Describe your evaluation of team performance and rationale
behind corrective actions in order to provide evidence of your
knowledge of:
i. group behaviour to build team cohesion
ii. how to support team members to achieve goals through
coaching, mentoring, training, etc.
iii. resolution techniques or strategies.
d. Describe corrective actions you have actually taken to ensure
team goal/s are achieved.
7. Ensure each team member completes the third-party report on
your corrective actions performance using the template provided
in Appendix 2.
8. Submit all documents to your assessor. Ensure you keep a
copy of all work submitted for your records.
To be deemed competent you will need to successfully
demonstrate the following:
You must:
· participate in a consultation with your manager (assessor in
role-play)

13. · participate in a team meeting
· submit a report on team performance issues resolution
· submit third-party reports from relevant team members.
Appendix 2: Third-party report
Assessment 3 – Third-party report for candidate:
Did the candidate provide you with information from manager?
Y / N
What was the information?
Did the candidate help you to achieve goals by overcoming
issues with achieving activities on performance plan?
Y / N
Describe how:
Team member/observer’s name:
Signature and date:
Candidate’s name:
Signature and date: