Develop a performance plan

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Reference no: EM133049115

BSBTWK502 Manage team effectiveness - Greenwich Management College

TASK SUMMARY:

YOU ARE THE MANAGER OF THE FOLLOWING TEAM OUTLINED IN THE TASK BRIEFING

You are the Manager of the following department - Human Resources and Finance for the CupNBake franchise.
CupNBake is a local bakery/café company that originated in Fyshwick with an onsite Bakery but has now franchised into smaller outlets and cafes across Canberra and the NSW South Coast.

The Sites are located at Fyshwick (Bakery only); Manuka; Gungahlin and Moruya

Your department oversees the following:
Human Resources (HR): in liaison with the Franchise Site Managers
• All recruitment of staff for all outlets
• Advertising positions vacant
• Checking backgrounds and referees
• Employee contracts
• Processing of timesheets submitted from all sites
• Processing of wages
• Processing of leave entitlements
• Staff conduct
• Staff training and development

Finance:in liaison with the Franchise Site Managers
• Overall financial management of each individual site (Currently 4)
• Payment of all invoices
• Raising of invoices for payment
• Credit card reconciliation
• Bank statement reconciliation
• Debt collection
• Loan management
• Asset management
• Procurement of new equipment
• Financial reporting to Directors and Franchise managers
• Preparation of BAS (Business Activity Statements) and all other ATO reporting

Your team consists of following team members.
TEAM MEMBERS:
Human Resources:
Paul:
Oversees Staff Recruitment and Development Officer for the company, including all Franchises. Paul is a single man, aged 45, ex-Military (served in the RAAF for 20 years) and is new to a civilian position. Paul is very process driven and at times find it difficult to adapt to the office environment.
Vivian:
Is the HR Officer for the company and deal with timesheets, leave, wages, scheduling of training etc. She assists Paul in many areas. Vivian is a 57-year-old woman, married with 4 grown children and 3 grandchildren. She is well versed in all aspects of HR and Payroll management. Vivian is a dedicated Catholic and vegetarian.
Mario:
Hold the position of Administration Officer for the company. He maintains all records, files, telephone inquiries relating to recruitment as well as general staff inquiries.
Mario is 29 years old, gay and lives with his partner of 4 years in the City. He enjoys his role and is a pleasant, well-mannered man with excellent people skills. Mario also teaches physical fitness casually on the weekends.
Finance:
Peter:
Is a qualified CPA (Certified Public Accountant). He is 46 years old, married with 3 children between the ages of 6 and 14. He has been with the company since its beginnings. Peter is a quiet spoken man, very professional, reliable and dedicated to his role. He understands the running of the company from every perspective. He enjoys spending time with his family and camping.
Katie:
Is a qualified Bookkeeper. She is 23 years old, single and cares for her elderly mother at home when not working. She is new to bookkeeping having completed her course 6 months ago and at times struggles with the processes require in the company as they vary from her training. She is hard working and enjoys her role immensely. Katie is quite extraverted and likes the radio on while she is working.
Le Ming:
Is also a CPA but is not currently recognised in Australia to practice. She is currently working in the role of Senior Bookkeeper for the company. Le Ming is Chinese, 40 years old, a widow with 1 son aged 10. Le Ming is very experienced in all areas of finance and has been with the company of 11 months. Le Ming is quiet and focused at work. Le Ming often assists Katie with her work and to teach her the processes of her role within the CupNBake company.

TASK REQUIREMENTS:

PART A:
YOU ARE TO COMPLETE THE KEY PERFORMANCE INDICATOR TEMPLATE FOR EACH TEAM
These are TEAM KPI's so not directly related to the Strategic Plan but on the performance of the Teams in particular.
You are to submit 2 (two) templates for Part A
• One for Human Resources
• One for Finance
• Each team should have a minimum of 6 KPI's
• Ensure that you review what KPI's are as per the webinars and student learning manuals.
• Align your understanding of KPI's with the responsibilities of the departments as outlined on Page 1.

PART B:
DEVELOP A PERFORMANCE PLAN FOR 2 (TWO) STAFF MEMBERS OF YOUR CHOOSING FROM THE STAFF OUTLINES LISTED.
USE THE ATTACHED PERFORMANCE PLAN TEMPLATE
You are to submit 2 (two) templates for Part B
Complete the template ENTIRELY

TASK SUMMARY:
YOU ARE THE MANAGER OF THE FOLLOWING TEAM OUTLINED IN THE TASK BRIEFING FOR ASSESSMENT 1 PART A &B.
WHAT DO I NEED IN ORDER TO COMPLETE THIS ASSESSMENT?
» Computer and Microsoft Office
» Access to the Internet for research
» Staff outline from Assessment 1 Part A & B

TASK REQUIREMENTS: ASSESSMENT 1C
COMPLETE AN ACTION REPORT/PLAN (OF YOUR OWN DESIGN) AND IDENTIFY THE ISSUES THAT MUST BE ADDRESSED WITHIN YOUR TEAM.
» YOUR Action Report/Plan should include the following:

o Outline the Issues occurring
o Details from ALL PARTIES
» You are to play the role of all parts in the report and take into consideration all the details that were outlined in the staff descriptions per Assessment Task 1 A&B.
o FACTS - determined - Define that ACTUAL problem
o Meeting history and outcomes
o Strategy Plan to address the issues
o Communication strategy to outline the plan parties involved

Attachment:- Manage team effectiveness.rar

Reference no: EM133049115

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