Using the criteria and checklist you developed part assessment

Assessment Tasks and Instructions

Student Name
Student Number
Course and Code
Unit(s) of Competency and Code(s)	SITXHRM006 Monitor staff performance
Stream/Cluster
Trainer/Assessor

Reasonable Adjustment
Has reasonable adjustment been applied to this assessment?

2^nd Assessor to complete
	I agree the adjustments applied to this assessment are reasonable
Name

Signature		Date

Statement of Authenticity
	I acknowledge that I understand the requirements to complete the assessment tasks
	The assessment process including the provisions for re-submitting and academic appeals were explained to me and I understand these processes
	I understand the consequences of plagiarism and confirm that this is my own work and I have acknowledged or referenced all sources of information I have used for the purpose of this assessment
Student Signature: Date: / /201

This assessment consists of 3 parts, Part A, Part B and Part C.

Part A requires you to

Part C requires you to

Plan and conduct formal counselling and training sessions for at least 2 staff members you have observed in Part A in line with established organisational procedures.

During the monitoring of staff performance you will be required to provide supportive feedback on each staff member’s performance against the specified criteria.
In cases where you determine that the staff member’s performance does not meet the required standard, you will be required to provide guidance for how the staff member can improve their performance – you will be required to conduct the structured formal counselling and training sessions for 2 students in Part C of this assessment.

_________

Duration

Name:

Job role:

adherence to procedures

cost minimisation

punctuality

response times

_________

Duration

Name:

Job role:

adherence to procedures

cost minimisation

punctuality

response times

_________

Duration

Name:

Job role:

adherence to procedures

cost minimisation

punctuality

response times

Your task:

Using your plan for conducting performance appraisals developed in Assessment 2 Part A, you will be observed how you organise and undertake performance appraisals of 3 staff you have observed in Part A of this assessment.

Staff Appraisal
	Appraisal 1		Appraisal 2		Appraisal 3
Criteria	S	NYS	S	NYS	S	NYS	Comment

Prepares for performance appraisal
Selects appropriate stakeholders to be involved in the performance appraisal
Notifies stakeholders of time and location of performance appraisal
Informs stakeholders of how the performance appraisal will be administers
Collects performance data and other relevant staff records from appropriate sources
Collects self-assessment, peer assessment, team assessment and/or 360 degree feedback
Analyses performance data and feedback to inform the performance appraisal process

Performance Appraisal
Uses effective listening skills
The appraisal process is structured and organised
Conducts appraisal in a friendly, encouraging manner
Adapts interview techniques according to cultural or special needs where relevant
Draws on performance data and relevant feedback to discuss the staff member’s performance
Evaluates and considers factors that may contribute to poor performance during the appraisal
Provides opportunities for the staff member to provide input and clarify issues
Identifies areas where training / counselling is recommended
organising counselling initiating grievance procedures
Agrees short term and long term goals for the staff member, in consultation
Assists with problems outside of the workplace where appropriate
Recognises outstanding performance
Provides recognition and/or rewards according to organisational procedures
Follows up Performance Appraisal
Completes all required documentation
Forwards action plans to relevant stakeholders, e.g. to organise training or counselling sessions, or grievance procedures

Nature of the training:

Performance requirements:

Documentation:

Signature staff member: ___________________________________________

Performance requirements:

Staff member name:

Signature Student: _______________________________________________

Criteria	S	NYS	S	NYS	Comment
The underperformance(s) have been identified correctly based on the performance checklist used in Part A
The underperformance(s) are discussed and outlined to the staff member
Staff member is given opportunity to provide input for reasons of underperformance(s):
The reasons are evaluated
Suitable solutions are explored:
The solutions determined for post counselling are cost-effective/feasible
Further procedures for formal counselling have been outlined where relevant
Disciplinary measures have been discussed where and if relevant
Steps to implement solutions are discussed
Constructive feedback is provided
Opportunities and procedures for follow-up are discussed