Prepare a draft policy and set of procedures

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Reference no: EM132308726 , Length: word count:1000

Lead and Manage Team Effectiveness Assignment -

Assessment 1 - Case Study

Required Documents - Following XYZ company plan, policy, and procedures:

  • Business Plan
  • Operational plan
  • Performance and development plan template
  • Conflict resolution procedures

Project Overview and context - You receive an email from Mary Johns, Managing Director of Business Operations.

Subject: Improving team effectiveness

Hello,

As we move into the new financial year, we have many challenges to address in order to meet our business goal of 15% growth. One strategy I would like to implement is to improve team effectiveness at the outlet level.

Our current approach is to leave the management of outlet teams to the outlet managers. This will still be the case, but I would like all outlet managers to go through a process of documenting the approaches, methods, strategies and plans that they will use in leading and managing their teams.

This process of documentation will allow the outlet managers to formalise their approach to team leadership and use this documentation as a framework to evaluate their team leadership performance. It will also allow the organisation, as a whole, to learn what is and isn't working and to improve our leadership skills.

Please refer to the tasks you are required to do. These tasks relate to how you, as the outlet manager, will lead and manage the effectiveness of your team through the implementation of our current operational plan.

I look forward to discussing this during our meeting (roleplay) where you will go over your report with me and your team members.

Regards,

Mary Johns

Managing Director: Business Operations

Tasks -

1. Prepare a briefing document that outlines your understanding of (a) the team purpose, (b) roles, (c) responsibilities and (d) accountabilities in accordance with organisational goals, plans and objectives.

This document should be appropriate to distribute to team members as a consultation process to establish a common understanding.

2. Using the Performance and Development Plan template, prepare a six-month performance plan to establish (a) the expected outcomes, (b) outputs, (c) key performance indicators (KPIs) and (d) goals for the retail team. You may need to conduct additional research to determine realistic KPIs.

3. Outline the strategies you will use to support team members to meet their KPIs over the next six months.

These strategies should address any formal and informal learning requirements and may be in the form of an action plan.

4. Outline the strategy you will use to ensure team members have an input into the planning, decision-making and operational aspects of their work.

5. Outline the strategies you will use to encourage team members to participate in and to take responsibility for team activities, including communication processes, and to raise any issues or concerns.

6. XYZ currently has no policies or procedures around allowing and encouraging employees to take responsibility for their own work and to assist others to perform their roles and responsibilities within the team.

Prepare a draft policy and set of procedures that would achieve this. It may be relevant to utilise information that has already been documented in completing tasks 1-5 above.

7. For the policy and procedure created above, develop an implementation and monitoring plan to ensure that team members take responsibility of own work and assist others to perform their roles and responsibilities within the team.

8. XYZ currently has a formal feedback process that is documented in the performance improvement and development plan template. Senior managers feel this process alone is not appropriate as a mechanism to provide feedback to staff. Outline the leadership techniques and strategies you would use to provide feedback to encourage, value and reward the individual contribution of your team members.

9. XYZ expects its retail outlet managers to lead by example. Outline three ways you will ensure you serve as a role model for your team to enhance the XYZ company image among the stakeholders.

10. Develop a communication plan to share the progress of your team over the next six months with each of the stakeholder groups outlined in the current XYZ operational plan. Your plan should include who you will communicate with, what information they will receive, the method of the communication and the frequency of the communication.

11. Outline how you will facilitate a two-way flow of information on team performance issues between your team and senior management.

12. One of your team members is concerned that they will not be able to achieve the KPIs you have set and that they will probably get sacked. Explain what you will do to address and resolve their concerns, including referring to and following up with senior management and other relevant stakeholders.

Assessment 2 - Role-play

Instructions -

1. Arrange a time to meet with your assessor and two classmates (playing the role of team members) to participate in this roleplay.

2. During this 'meeting' roleplay, you will need to:

a. communicate the information you received in the email from Mary Johns.

b. outline the team purpose, roles, responsibilities and accountabilities in accordance with organisational goals, plans and objectives (this information is in your briefing document).

c. outline your Six-month Performance Plan.

d. ask your team members questions to clarify and discuss the information you have provided.

e. ensure the team members are clear about their role and responsibilities.

f. outline the strategies you will use to support the team to meet their KPIs.

g. communicate the implementation and monitoring plan to ensure that team members take responsibility of own work and assist others to perform their roles and responsibilities within the team.

h. outline the leadership techniques and strategies to provide feedback to your team members.

3. During the role-play when you are playing the role of a team member

a. ask questions to the Outlet Manager to confirm understanding of the plan and strategies.

b. provide feedback to the Outlet Manger regarding the plan and strategies discussed.

Assessment 3 - Written Questions

1. It is important to consult team members when establishing the team's performance plan that will contribute to organisational goals, plans and objectives. When consulting with the team, why is it important for them to have a common understanding of:

  • Team purpose?
  • Roles?
  • Responsibilities?
  • Accountabilities?

(250-350 words)

2. Explain what a Performance Plan

  • is used for,
  • what it should contain,
  • what it should align with and
  • the types of goals it might include.

(200-300 words)

3. Provide an outline of what you, as team leader, can do to support team members in meeting expected performance outcomes? (200-300 words).

4. Discuss the benefits of involving team members in planning and decision making. (200-300 words).

5. Provide reasons why policies and procedures ensure team members take responsibility for their own work and to assist others. (80-160 words).

6. Explain the role of feedback in encouraging, valuing and rewarding individual and team efforts. Provide some examples of how you can do this. (80-160 words).

7. Outline two strategies that can support team cohesion, participation and performance. (80-160 words).

8. Explain consensus decision making and provide two strategies for gaining consensus for an idea or action within a team. (200-250 words).

9. Explain Tuckman's theory of team development in your own words. (200-250 words).

10. Explain how group dynamics can support or hinder team performance. (150-200 words).

11. List two common positive and two common negative behaviours of a team leader that can affect group dynamics.

12. Outline two strategies for improving group dynamics.

13. Explain how a team leader can assist in preventing issues from arising within their team. (150-200 words).

14. Explain how each of the following options can be used as issue resolution strategies

a. Discussion

b. Written Communication

c. Mediation

d. Compromise

e. Voting (50-100 words each point).

Note - Word limit - 1000 words. Just need assessment 1 - case study, no reference needed.

Attachment:- Assignment File.rar

Reference no: EM132308726

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Reviews

len2308726

5/19/2019 11:04:19 PM

Word limit – 1000 words. Just assessment 1, case study, no reference needed. There are two (2) outcomes of assessments: Satisfactory and Not Satisfactory (requires more training and experience). You will be awarded a ‘Competent’ grade on completion of the unit when the trainer/assessor is satisfied that you have completed all assessments and have provided the appropriate evidence required to meet all criteria. If you fail to meet this requirement you will receive the result of Not Competent and will be eligible to be re-assessed.

len2308726

5/19/2019 11:04:11 PM

Assessments - There are three (3) forms of assessment or evidence gathering methods for this unit of competency. Students are required to complete them all. Your assessor will advise when assessments are due. Students may use various sources of information including: text books, learning workbooks, other documents and the internet and they must list the sources of the information.

len2308726

5/19/2019 11:04:04 PM

Whilst researching and writing your project it is important to: Read the Assessment description carefully. Assessment should be in a Word format. All work is to be entirely of the Student. General Information for this assessment: Read the instructions for each question very carefully. Be sure to PRINT your FULL name & LAST name in every place that is provided. For those activities requesting extra evidence such as: research reports, ESSAY reports, etc.

len2308726

5/19/2019 11:03:57 PM

The student must attach its own work formatted in double space, Arial 12 pts. All activities must be addressed correctly in order to obtain a competence for the unit of competency. If the Student doesn’t understand the assessment, they can request help from the assessor to interpret the assessment. Submit this document along with your assessment. Submission Details of Assessment - The assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor. Submit this document with any required evidence attached.

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