BSBLDR522 - Manage people performance

Student Assessment Tool_Task 2 – Project Portfolio

Student Name Student ID Number

Unit Start Date Unit End Date

Assessment Due Date Date Submitted

Attempts 1st Attempt 2nd Attempt 3rd attempt (Fees apply)

Student Declaration

Student Declaration:
● I declare that I was adequately informed of the assessment process prior to commencing this
assessment task.
● I declare that I have read and understood the Student Assessment User Guide
● I declare that the work completed is my own and I have not cheated or plagiarised any work
regarding the assessment tasks undertaken in this unit of competency except where the work has
been correctly acknowledged.

Signature Date:

Assessment Satisfactory or Not Satisfactory

Results
(Please check the assessment result for this task)

Feedback to Student - Please provide feedback on the Student’s performance

Assessor Name
Assessor Signature
Date:

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BSBLDR522-Student Assessment Tool
Task 2- Project Portfolio
Version. 1-Updated on 1ST Sept 2021
 Task 2 – Project Portfolio

Assessment task description

● This is the second (2nd) of two assessment tasks you must successfully complete to be deemed
competent in this unit of competency.
● The purpose of this task is to assess your knowledge and skills essential to managing people
performance.
● In this task, you are required to demonstrate your skills and knowledge by working through a number
of activities and completing and submitting a project portfolio.
● You must attempt all criteria to the required level, e.g. Assessment criteria mentioned in the
performance checklist to be deemed satisfactory in this task.
● Your work will not be accepted if copied directly from texts, or quoted without acknowledgement of
the source.

Applicable conditions
● This is an open book task and you may refer to your learning materials or your research of external
resources.
● You must complete this task independently.
● The Trainer/Assessor may ask you relevant questions on this assessment task to ensure that this is
your own work.
● You must meet all Assessment criteria mentioned in the performance checklist (achieve a mark of
100 points if complete in student learning system- Moodle) in order to be deemed Satisfactory for
this task.

Resource requirements:
You will need the following materials/ resources for this task:
● a suitable place to complete activities that replicates a business environment including a meeting
space and computer and internet access
● BSBLDR522 SAT_Task 2_ Project Portfolio (SAT stands for Student Assessment Tool)
● Attachment 1- Project Portfolio Template
● Attachment 2- Simulation Pack

Evidence to submit
● Submit the completed required documents via Moodle by due date (Default submission method),
Or
● Submit the whole Student Assessment Tool together with the required documents to
trainer/assessor if word version or hard copy of assessment tool is used. (This submission method
must be discussed and approved by trainer/assessor)
● Required documents to submit:
o Completed Project Portfolio together with required attachments

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BSBLDR522-Student Assessment Tool
Task 2- Project Portfolio
Version. 1-Updated on 1ST Sept 2021
 Activities

Complete the following activities:

1. Carefully read the following:

This project requires you to manage the performance of two team members and
one team. As part of the assessment, you will:

 understand your organisation’s performance management requirements.

 allocate work to team members and your team.

 manage the performance of your team and individual team members.

Vocational education and training is all about gaining and developing practical skills
that are industry relevant and that can help you to succeed in your chosen career.
For this reason, we are giving you the choice to base this project on your own
business, one you work in or a familiar with, or you can use the case study
provided. This will mean that you are applying your knowledge and skills in a
relevant, practical and meaningful way to your own situation!

If you are using your own business, it is important that you are able to access
enough information for your chosen business in order to be able to do your
assessment. You are required to manage the performance of one team and two
individuals. The team members must be able to perform work tasks related to the
operational plan. As a minimum your organisation must have an operational plan, a
risk management plan and policies and procedures relevant to performance
management and communication. You must also have access to data or
information to monitor, evaluate and provide feedback to the team members (take a
look at Section 3 of your Project Portfolio for more information).
If you are using the case study, the information required to complete this
assessment is contained in the Simulation Pack.

You will need to communicate with team members and a colleague/superior. Your
communication may be either directly with actual staff members or fellow
students/your assessor can play the roles of relevant people/parties.
Communication can be in any appropriate format (e.g., face to face, video
conference, email) as long as it meets the requirements outlined in the Project
Portfolio.
You will be collecting evidence for this unit in a Project Portfolio. The steps you
need to take are outlined below.

2. Preparation

Make sure you are familiar with the organisation you are basing this assessment on
and have read through the necessary background information (either your own
business, or the case study provided in the Simulation Pack). If you’re basing this

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BSBLDR522-Student Assessment Tool
Task 2- Project Portfolio
Version. 1-Updated on 1ST Sept 2021
 assessment on your own choice of business, have your business approved by your
assessor.
Complete Page 4 of your Project Portfolio for this unit.
Read through the requirements of Section 1, 2 and 3 of your Project Portfolio.

3. Understand performance management requirements

Complete Section 1 of your Project Portfolio. To do this, you need to:

 explain how your role supports people performance management and the daily
operations of your organisation.

 describe the roles and responsibilities of your team and two team members.

 identify and summarise the legal requirements to perform your role, allocate
work and manage/review people performance.

 identify and summarise organisational requirements for your role, work

allocation and people management:
o including as a minimum the operational plan, risk management plan,
performance management policies and procedures and communication
protocols).
o considering performance review, feedback (formal and informal),
performance improvement opportunities, underperformance and rewards
and recognition.

 review your organisation’s performance management and processes

according to the legislation, organisational objectives and policies.

4. Allocate work

Consult with a relevant person or group (e.g. the CEO or executive team) regarding
work that must be allocated to staff.

i Your consultation should include a discussion:

 of operational requirements (outlined in the operational plan) for the next 12

months (including time frames).

 of work you are responsible for (that must be allocated within your team).

 of the resources which are available to do the work.

 to develop and agree on the required performance standards and KPIs.

Consultation can take place in any appropriate format (e.g. email, telephone call,
executive team meeting, meeting with the CEO etc.) as long as it adheres to your
organisation’s requirements, policies and procedures.

Start with completing Section 2 of your Project Portfolio. To do this, you need to:

 develop work plans to efficiently allocate work to your team and two team
members.

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Task 2- Project Portfolio
Version. 1-Updated on 1ST Sept 2021
  plan to meet with your team and team members.

i You may need to meet separately with individual team members depending on the
nature and location of your team and the work that is required (e.g. you may be
required to keep KPIs confidential and as such they cannot be discussed in a
group).
Make sure you have all the required resources ready for your meeting (e.g. printout
of policies and procedures).

Meet with your team and team members to:

 discuss the work that must be done by your team as a whole.

 discuss work that must be done by individual team members.

 explain the expected performance standards and KPIs.

 provide training on the performance management and review processes.

i This meeting should take approximately 20 minutes. It may take place with actual
people who work for/are associated with your chosen organisation. Alternatively,
classmates or your assessor may play the role of one or more team members.
This can either be viewed in person by your assessor or you may like to video
record the session for your assessor to watch later. Your assessor can provide you
with more details at this step. Make sure you follow the instructions below and meet
the timeframes allocated. If this session is not viewed in person by your assessor,
you will attach proof of the meeting to Section 2 of your Project Portfolio.
At this meeting, take a leadership role and use language and structure appropriate
to the context and audience. You will be assessed on this.

Complete Section 2 of your Project Portfolio by conducting a risk analysis of the

work outlined in one of your work plans (identify at least two risks).

Make sure you have answered all questions in Section 1 and 2.

You are required to attach certain documents as part of your evidence – review the
documents you need to attach as outlined in Section 1 and 2 of the Project
Portfolio.

Submit Section 1 and 2 to your assessor.

5. Manage performance.

i Assume the work plans have been implemented. You must now manage and
monitor performance, providing informal feedback and coaching where required.

If you are using the case study, assume that it is July 2021. Additional information
to complete this step is contained in the Simulation Pack.
If you are using your own organisation, make sure you have the enough
information to fulfil the requirements in the Project Portfolio.

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Task 2- Project Portfolio
Version. 1-Updated on 1ST Sept 2021
 Start completing Section 3 of your Project Portfolio. To do this, you need to:

 manage the individual team member and whole team performance according
to the timelines outlined in your work plan and your organisation’s policies and
procedures.

 monitor individual team member and team performance.

 provide informal feedback and coaching to team members.

i Assume a period of time has passed. Team members, and individuals in your
team have performed some (or all) the work tasks outlined in your work plan.
If you are basing this assessment on your own business, you need suitable
information to evaluate performance and provide formal feedback. The
information must indicate that:

 at least one team member has performed poorly

 at least one team member or the team as a whole has demonstrated

excellent performance.
If you are using the case study, assume that it is November 2021.

Continue working on Section 3 of your Project Portfolio. To do this, you must:

 evaluate the performance of the two individual team members and your team
against performance standards and KPIs.

 document individual team members’ performance according to your

organisation’s performance management system.

 keep record of the documented performance according to your organisation’s

performance management system.

 identify any actions required to:

o address a team member’s ongoing poor performance
o to recognise the continued excellent performance of a different team
member.

i You will implement these actions at the formal feedback session (if verbal
action is required), or at a later stage in this project (for other actions such as
warning letters that do not require verbal interaction).

Meet with each individual team member separately for a structured and formal
feedback session (follow the requirements of your organisation’s policies and
procedures (as identified in Section 1)).
As part of the meeting, discuss the team member’s performance and areas
requiring development.
If relevant, initiate the previously identified action to either address poor
performance (e.g. ask the team member if there are any external factors
contributing to their poor performance) or reinforce positive (e.g. discuss bonus or
salary increase).

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BSBLDR522-Student Assessment Tool
Task 2- Project Portfolio
Version. 1-Updated on 1ST Sept 2021
 i Each meeting should take approximately 20 minutes. It may take place with actual
people who work for/are associated with your chosen organisation. Alternatively,
classmates or your assessor may play the role of one or more team members.
This can either be viewed in person by your assessor or you may like to video
record the session for your assessor to watch later. Your assessor can provide you
with more details at this step. Make sure you follow the instructions below and meet
the timeframes allocated. If this session is not viewed in person by your assessor,
you will attach proof of the meeting to Section 3 of your Project Portfolio.
As you discuss performance and areas requiring development, make sure you
influence the direction of the conversation. You will be assessed on this.
If the action you identified to address poor performance or recognise excellent
performance in the previous step does not include verbal input, you will have an
opportunity later on in the assessment to implement your identified action

Continue working on Section 3 of your Project Portfolio. To do this, you must:

 develop a performance improvement and development plan for each team

member according to your organisation’s performance management system.

 take action to reinforce excellent performance or to address poor performance

(if you haven’t already taken action at the feedback session).

i Assume another period of time has passed.

If you are basing this assessment on your own business, you need suitable
information to monitor and respond to the performance of the underperforming
team member.
If you are using the case study, assume that it is June 2022.

Complete Section 3 of your Project Portfolio. To do this, you need to:

 once again monitor the performance of the underperforming team member

according to organisational policy.
 if necessary, respond once again to the underperforming team member’s
performance according to organisational policy.

6. Submit your completed Project Portfolio

Make sure you have completed all sections of your Project Portfolio, answered all
questions, provided enough detail as indicated and proofread for spelling and
grammar as necessary. Remember to submit all necessary attachments as
indicated.

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BSBLDR522-Student Assessment Tool
Task 2- Project Portfolio
Version. 1-Updated on 1ST Sept 2021
 Performance Checklist
Student’s name:

Completed
successfully? Comments

Did the student: Yes No

Understand performance management

requirements:

 explaining how their role supports

people performance management and
the daily operations of their
organisation.

 describing the roles and responsibilities

of their team and two team members (at
least three responsibilities per team
member).

 identifying and summarising the legal

requirements to:
o perform their role
o allocate work
o manage/review people
performance.

 identifying and summarising

organisational requirements for their
role, work allocation and people
management:
o including as a minimum the
operational plan, risk management
plan, performance management
policies and procedures and
communication protocol.)
o considering performance review,
feedback (formal and informal),
performance improvement
opportunities, underperformance
and rewards and recognition.

 reviewing their organisation’s

performance management and
processes according to the legislation,
organisational objectives and policies.

Allocate work by:

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BSBLDR522-Student Assessment Tool
Task 2- Project Portfolio
Version. 1-Updated on 1ST Sept 2021
  consulting with a colleague or superior
regarding work that must be allocated to
staff, including a discussion:
o of operational requirements
(outlined in the operational plan) for
the next 12 months (including time
frames).
o of work they are responsible for
(that must be allocated within your
team).
o of the resources which are
available to do the work.
o to develop and agree on the
required performance standards
and KPIs.

 developing work plans to efficiently

allocate work to their team and two
individual team members.

 meeting with their team and team

members to:
o discuss the work that must be done
by their team as a whole.
o discuss work that must be done by
individual team members.
o explain the expected performance
standards and KPIs.

o provide training on the

performance management and
review processes.
o take a leadership role.

 developing a performance improvement

and development plan for each team
member according to their
organisation’s performance
management system.

 taking action to reinforce excellent

performance and to address poor
performance.
o use language and structure
appropriate to the context and
audience.

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BSBLDR522-Student Assessment Tool
Task 2- Project Portfolio
Version. 1-Updated on 1ST Sept 2021
  conducting a risk analysis of the work
outlined in one of your work plans (at
least two risks).

Manage performance by:

 managing the individual team member

and whole team performance according
to:
o the timelines outlined in their work
plans

o organisation’s policies and

procedures.

 monitor individual team member and

team performance.

 providing informal feedback and

coaching to team members (at least one
informal feedback and one coaching
session).

 evaluating the performance of the two

individual team members and their team
against performance standards and
KPIs.

 documenting individual team members’

performance according to their
organisation’s performance
management system.

 keeping record of the documented

performance according to the
organisation’s performance
management system.

 identifying any actions required to:

o address a team member’s ongoing
poor performance

o recognise the continued excellent

performance of a team member.

 meeting with each individual team

member separately for a structured and
formal feedback session:
o and following the requirements of
your organisation’s policies and
procedures.

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BSBLDR522-Student Assessment Tool
Task 2- Project Portfolio
Version. 1-Updated on 1ST Sept 2021
 o to discuss the team member’s
performance and areas requiring
development.
o and influencing the direction of the
conversation.

 once again monitor the performance of

the underperforming team member
according to organisational policy.

 if necessary, responding once again to

the underperforming team member’s
performance according to organisational
policy.

End of Assessment Task 2 of 2

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BSBLDR522-Student Assessment Tool
Task 2- Project Portfolio
Version. 1-Updated on 1ST Sept 2021