Use the action plan template provided the bounce fitness site example

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12 October 2020

Version 1 final produced following assessment validation.

1.0

22 November 2021

Reworded SAQ 3

1.1

23 February 2022

Version2.0 final produced with the following modifications:

Minor wording and formatting errors

2.0

Reasonable Adjustment 11

Resources Required for Assessment 12

Practical Assessment 28

Case Study Assessment 29

Project Overview 38

Task 1: Performance Plans 40

Task 6: Facilitate Team’s Decision-Making 49

Task 7: Action Plan for Team Decision 51

Recording 61

Record of Assessment 62

This Learner Assessment Pack is designed for you to complete the assessment BSBLDR411 - Demonstrate leadership in the workplace (Release 1). It may refer to your own workplace/organisation, or to a simulated business provided by your assessor.

The assessment tasks include Short Answer Questions where you need to demonstrate your knowledge and understanding of the unit, and the Practical Assessment, where you need to demonstrate your skills required in the unit. It is recommended that you complete the Practical Assessments in your own workplace/organisation. If you don’t have access to a real workplace, you can complete the assessment in a simulated environment where resources and conditions similar to a workplace must be accessed. Ensure to discuss this with your assessor prior to commencing with the assessment.

Assessment Agreement

Assessment Tasks

Assessment Workbook Checklist

Recording

The practical assessment tasks may be completed using your own workplace, a simulated environment, or a mix of both, as instructed by your assessor. To contextualise this assessment to your industry/organisation, you may be asked by your assessor to provide additional information based on your industry/organisation.

Instructions are given for each task. If you have questions, or unclear how to proceed, consult with your assessor.

Upon receiving your Learner Assessment Pack, discuss with your assessor the expectations and requirements of this assessment. You may also need to supply contact details of one or two work referees who can confirm your skills in the industry.

Discuss with your assessor if you intend to undertake the practical assessment tasks based on your employing organisation, in a simulated business, or in a mix of both.

Adapted Reasonable Adjustment in teaching, learning and assessment for learners with a disability - November 2010 - Prepared by - Queensland VET Development Centre

Reasonable adjustment in VET is the term applied to modifying the learning environment or making changes to the training delivered to assist a learner with a disability. A reasonable adjustment can be as simple as changing classrooms to be closer to amenities or installing a particular type of software on a computer for a person with vision impairment.

Reasonable adjustment applied to participation in teaching, learning and assessment activities can include:

Customising resources and assessment activities within the training package or accredited course
Monitoring the adjustments to ensure learners needs continue to be met

Assistive/Adaptive Technologies

To complete the Practical Assessment tasks, you will require access to:

Computer with internet and email access and a working web browser
- - Organisational values
  - Performance standards relevant to the learner’s job role
  - Policies and procedures for:
    - Personal Development
- Additional resources that may be required to implement action plans various action plans developed throughout this assessment
- Opportunity to:

- Facilitate decisions based on examination and assessment of relevant information
- Monitor and seek feedback on implementation and impact of decisions

Assessment Agreement

Please tick at least one of the following for each section:
Delivery Method
	
	
One-on-One	
Online	
	
Assessment Pathway (for Practical Assessment)
	
	

Assessment Conditions
Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to:
	
Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

I confirm that the activities and assessment completed as part of this unit are my own work, and comply with all relevant copyright and plagiarism rules. I understand that if there is any doubt of the authenticity of any piece of my assessment, I can be orally examined, and the signatory of evidence records may be contacted.
Learner’s name
Learner’s signature		Date

Assessor’s name
Assessor’s signature		Date

Tasks

Complete all tasks in this assessment as instructed. If you have questions, consult with your assessor.

Question 1
Identify at least two methods used to make organisational standards and values directed to employees.

Question 2
Identify at least two methods of keeping confidential information in the workplace.

Question 3
Identify two methods of implying quality of work output in the workplace.

Question 4
Identify at least two basic leadership theories. Briefly explain how each identified leadership theory defines the ideal leader.

Leadership Theory	Definition of a Leader According to Leadership Theory

Question 5
Identify at least two common leadership styles. Briefly explain how leadership is demonstrated in each style.

Common Leadership Style	How Leadership is Demonstrated in the Leadership Style

Question 6
Identify at least two examples of disruptive behaviour in the workplace. Briefly explain how each identified behaviour affects the workplace.

Example of Disruptive Behaviour in the Workplace	How the Identified Behaviour Affects the Workplace

Question 7
Identify at least two examples of performance issues in the workplace. Briefly explain how each example affects performance in the workplace.

Example of Performance Issues in the Workplace	How the Example Affects Performance in the Workplace

Question 8
In your own words, define the following concepts.









Credibility

Workplace leadership

Case Study Assessment

Includes detailed scenarios and simulated environments, providing all necessary information required to complete relevant tasks and activities. These are based on the simulated business, Bounce Fitness.

IMPORTANT!

All signatures/initials in your submissions, including yours, must be handwritten and dated. Submissions with signatures/initials must be scanned.

This case study assessment requires you to identify organisational requirements for performance management as well as organisational standards and values.

This assessment is divided into three tasks:

- Task 3: Organisational Standards and Values

This assessment includes detailed scenarios and simulated environments, providing all necessary information required to complete relevant tasks and activities, based on the simulated business, Bounce Fitness <https://bouncefitness.precisiongroup.com.au/>.

https://bouncefitness.precisiongroup.com.au/

You are a new team lead in one of the Bounce Fitness centres. Your primary responsibility is overseeing the performance of a team of fitness instructors. This includes checking on the performance and development of your team members and providing support to your team members.

Codes of Conduct
Team Lead Induction Information

Access the Personal Development Policy and Procedures in Case Study 1: People Managing 101 to answer the questions.

Briefly explaining how each document is used to check on an employee’s development.
Name of Document	Brief Explanation of How Each Document is Used to Check on an Employee’s Development




Factors for Evaluation	Brief Explanation of What About the Employee’s Development Can Be Identified Using Each Factor

Team Lead Induction Information document for guide question b

Access the Codes of Conduct document in Case Study 1: People Management 101 to complete the table below:
Qualities Expected of Bounce Fitness Leaders	Brief Explanation of Why the Identified Quality is Important to the Team Lead Role

Access the Leadership section of the Team Lead Induction Information document in Case Study 1 to complete the table below:
Quality of Leadership Expected of a Team Lead	Why the Quality is Important When Leading a Team

Case Study 2: Customer Feedback Review

Access and review the Bounce Fitness standards for customer service:

Customer Service Standard

Mission, Vision, Values and Culture

https://bouncefitness.precisiongroup.com.au/infrastructure/business-strategy-and-planning-documents/

Answer the guide questions below about Bounce Fitness’s business standards and values based on Case Study 2: Customer Feedback Review.


Bounce Fitness Standard Not Practiced	Brief Explanation of How Complying with Identified Standard Could Have Improved the Employee’s Performance

Bounce Fitness Value

Brief Explanation of How Each Value Led to Customer Satisfaction

Project Overview

This workplace project assessment requires you to develop performance plans for individuals and at least one team and manage their performance.

Task 4: Personal Development Action Plan
Task 5: Implement Personal Development Action Plan

This project requires you to complete the assessment tasks in a real workplace, or in an environment with conditions similar to that of a workplace.

Each task comes with a set of instructions. You are to follow and perform these instructions while being observed by the assessor and/or submit any required documentation.

Evaluate and adjust own behaviour and performance to align with organisational values and standards
Facilitate a team’s active participation during decision-making

IMPORTANT: Additional workplace resources may be required upon the contextualisation of this assessment.

Forms and Templates

Task 1: Performance Plans

Use your workplace/organisation’s template to complete this task or use the Performance Plan template provided at the Bounce Fitness site.

You will be assessed on your practical skills to:

- - Areas for improvement
  - Business objectives affected by the areas for improvement

Actual Outcome

Before starting this task, review the following:

Resources you are required to access to complete the task. Discuss these resources with your assessor prior to starting this task.
All criteria your submission must address to satisfactorily complete this task.

At least one performance plan for at least one team

You must also submit a copy of your organisation’s business objectives that you used to develop the performance plans.

This task will require you to implement the individual and team performance plans partially completed in Workplace Project Task 1.

To complete this task, you must:

Implement each performance plan following the timelines set in each performance plan from Workplace Project Task 1.
- Remarks

Review Workplace Project Task 2 – Assessor’s Checklist before starting this task. This form outlines the following:

This task will require you to evaluate how your performance contributes to the upholding of your organisation’s values, integrity and credibility.

Use your workplace/organisation’s template to complete this task or use the Performance Review template provided at the Bounce Fitness site.

Evaluate your performance and behaviour against organisational values and performance standards relevant to your job role.

This includes identifying:

Personal factors or situations that are affecting your performance in the workplace

Review Workplace Project Task 3 – Assessor’s Checklist before starting this task. This form outlines the following:

Submit the following documents to your assessor:

Completed performance review to your assessor. You must also submit any supplementary evidence used to complete the performance review template.

You must also submit a copy of the following organisational documents:
- Your organisation’s values

Use your workplace/organisation’s template to complete this task or use the Action Plan template provided at the Bounce Fitness site.

To complete this task, you must:

Develop an action plan detailing how you intend to adjust your behaviour and performance to better align with the identified values and performance standards.
- Behaviours to be addressed by the action plan

Actual Date of Implementation
Actual Outcome

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Review the template you will use to complete this task. If you are using a template from your workplace/organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use the Action Plan template provided at the Bounce Fitness site.

This task will require you to implement the action items from Workplace Project Task 4 to improve your behaviour and performance in relation to organisational values and standards relevant to your job role.

Use your partially completed action plan from Workplace Project Task 4 to complete this task.

- Actual Date of Implementation
- Actual Outcome

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Submit the completed action plan to your assessor.

- Specific documentation related to each action item
Email correspondence

Purpose of the meeting can be based on any matter within your workplace that directly affects you and your team and requires you to make a decision to address it.

Purposes can include:

You will be assessed on your practical skills to:

Facilitate your team’s and each team member’s active participation during the meeting

Examination of options and risks
Input from each team member

Workplace Project Task 6 – Assessor’s Checklist

This form outlines the following:

Evidence can include:

Meeting minutes

Handouts
Link/copy of posts on the organisation’s website/intranet site

Use your workplace/organisation’s template to complete this task or use the Action Plan template provided at the Bounce Fitness site.

To complete this task, you must:

- Team decision to be implemented
- Action items to implement the team decision

Actual Outcome
Remarks

Review the template you will use to complete this task. If you are using a template from your workplace/organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Template used for this task can vary depending on the decision to be implemented. Otherwise, use the Action Plan template provided at the Bounce Fitness site.

For example, if you intend to complete a plan to address a work health and safety risk, you must complete a risk treatment plan.

Use your partially completed action plan from Workplace Project Task 7 to complete this task.

To complete this task, you must:

- Actual Outcome
- Remarks

Submit the completed action plan to your assessor.

You must also submit evidence of implementing each action item in your action plan.

Email correspondence
Video recording of the tasks completed to implement action item

You must seek feedback from the same team members involved in the decision-making process for the plan you will be collecting feedback on.

You must collect feedback on at least two different occasions to monitor the implementation of the plan.

Frequency of when feedback must be collected

Collect the feedback following the reviewed policy and procedures. Feedback collected must focus on:

Submit at least two evidence of feedback you collected on the impact and implementation of the action plan from Workplace Project Task 7. You must submit at least two feedback from each team member – at least one feedback on each instance of monitoring.

Evidence can include:

Learner Assessment Pack

The learner has completed the Short Answer Questions in this workbook		
Short Answer Questions		
The learner has completed the Practical Assessments in this workbook and has submitted all the required evidence:		
Case Study Assessment
Case Study 1: People Management 101
	

		
Case Study 2: Customer Feedback Review Task 3: Organisational Standards and Values
		

Workplace Project Assessment

	
	
At least one plan for one team	
Copy of organisational business objectives	
	

At least two completed performance plans	
At least one plan for one team member	
	
	
Task 3: Evaluate Own Performance and Behaviour in the Workplace
	
	
	
Organisational values	
Performance standards relevant to job role	


	
	

Completed action plan	
Evidence of action plan implementation	


Written supplementary materials used during the meeting Specify evidence submitted:	
	

	
Task 8: Implement Team’s Decision
Completed action plan	
	
Task 9: Collect Feedback to Monitor Implementation and Impact of Plan
At least two evidence of collected feedback	
	

Recording

Record of Assessment

Assessment Details
Learner
Course Code
Unit of Competency	BSBLDR411 - Demonstrate leadership in the workplace
Assessor Name
RTO

Assessment Activity	Satisfactory	Needs more evidence
Short Answer Questions
Short Answer Question 1		
Short Answer Question 2		
Short Answer Question 3		
Short Answer Question 4		
Short Answer Question 5		
Short Answer Question 6		
Short Answer Question 7		
Short Answer Question 8		

Assessment Activity	Satisfactory	Needs more evidence
Case Study Assessment
		
Case Study Task 2: Qualities for Leadership		
Case Study 2: Customer Feedback Review		
Workplace Project Assessment
Task 1: Performance Plans		
Task 2: Implement Performance Plans		
Task 3: Evaluate Own Performance and Behaviour in the Workplace		
Task 4: Personal Development Action Plan		
Task 5: Implement Personal Development Action Plan		
Task 6: Facilitate Team’s Decision-Making		
Task 7: Action Plan for Team Decision		
Task 8: Implement Team’s Decision		
Task 9: Collect Feedback to Monitor Implementation and Impact of Plan		

Context Details		Satisfactory		Needs more evidence
				
				
				
				
				
				

Supervisor/Observer Verification Log
Supervisor/Observer Name	Role in the Assessment	Contact Details	Date of Contact	Supervisor/Observer verifies the learner’s submissions
				 Yes	 No
				 Yes	 No
				 Yes	 No
				 Yes	 No

Assessor’s Comments
Remarks/feedback
Details of further evidence required

Please tick the appropriate box.			Yes	No
Comments and further action required are noted in the Learner Assessment Pack				
				
The Learner is			 Not Yet Competent
Assessor’s signature			Date signed
I further confirm that I have verified the learner’s submissions by contacting the learner’s supervisor and/or observer whose names appear in the Supervisor/Observer Verification Log above.
After reassessment, the Learner is:	 Competent	 Not Yet Competent
Assessor’s signature	Date signed

Learner’s Comments

The signature confirms that I have submitted all my own work, and agree with the assessment decision and feedback.
Learner’s signature	Date signed

End of Document

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