BSBLDR812 Develop and Cultivate Collaborative

Partnerships and Relationships

STUDENT PACK

Version Number: 10 (Review date: 01/06/2022) Unit Code: BSBLDR812 Page 1 of 83

. What is the purpose of this document?
The Student Pack is the document you, the student, needs to complete to demonstrate competency. This document
includes the context and conditions of your assessment, the tasks to be completed by you and an outline of the
evidence to be gathered.

The information includes the following:

1. Information related to the unit of competency

2. Guidelines and instructions to complete each task and activity

These documents are designed after conducting thorough industry consultation. Students are encouraged to evaluate
this document and provide constructive feedback to their training organisation if they feel that this document can be
improved.

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ASSESSMENT INFORMATION for students
1.1 How you will be assessed

The process we follow is known as competency-based assessment. This means that evidence of your
current skills and knowledge will be measured against national standards of best practice, not against the
learning you have undertaken either recently or in the past. Some of the assessment will be concerned with
how you apply your skills and knowledge in the workplace, and some in the training room as required by
each unit.

The Graduate Diploma is at Level 8 on the Australian Qualifications Framework. This means that course
design, delivery and assessment must meet the specifications of Level 8 in the AQF – see
https://www.aqf.edu.au/sites/aqf/files/aqf-2nd-edition-january-2013.pdf

Graduates of a Graduate Diploma will have advanced knowledge within a systematic and coherent body of
knowledge that may include the acquisition and application of knowledge and skills in a new or existing
discipline or professional area.

They will have:

• cognitive skills to review, analyse, consolidate and synthesise knowledge and identify and provide
solutions to complex problems
• cognitive skills to think critically and to generate and evaluate complex ideas
• specialised technical and creative skills in a field of highly skilled and/or professional practice
• communication skills to demonstrate an understanding of theoretical concepts • communication skills to
transfer complex knowledge and ideas to a variety of audiences

The assessment tasks have been designed to enable you to demonstrate the required skills and knowledge
and produce the critical evidence to successfully demonstrate competency at this standard.
Your assessor will ensure that you are ready for assessment and will explain the assessment process.
Your assessment tasks will outline the evidence to be collected and how it will be collected, for example, a
written activity, case study, or demonstration and observation.

The assessor will also have determined if you have any special needs to be considered during assessment.
Changes can be made to the way assessment is undertaken to account for special needs and this is called
making Reasonable Adjustment.

What happens if your result is ‘Not Yet Satisfactory’ for one or more assessment tasks?
Our assessment process is designed to answer the question “has the desired learning outcome been
achieved yet?” If the answer is “Not yet”, then we work with you to see how we can get there.
In the case that one or more of your assessments has been marked ‘NYS’, your trainer will provide you with
the necessary feedback and guidance, in order for you to resubmit your responses.

What if you disagree on the assessment outcome?

You can appeal against the decision made on your assessment. An appeal should only be made if you
have been assessed as ‘Not Yet Competent’ against a unit of competency and you feel you have sufficient
grounds to believe that you are entitled to be assessed as competent. You must be able to adequately
demonstrate that you have the skills and experience to be able to meet the requirements of units you are
appealing the assessment of.

Your trainer will outline the appeals process, which is available to the student. Nova Institute’s Complaints
and Appeals Policy is on the Nova Institute website. You can request a form from Reception to make an
appeal and submit it to your trainer, the course coordinator, or the Student Support Officer. Nova will
examine the appeal and you will be advised of the outcome within 14 days. Any additional information you
wish to provide may be attached to the appeal form.
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What if I believe I am already competent before training?
If you believe you already have the knowledge and skills to be able to demonstrate competence in this unit,
speak with your trainer, as you may be able to apply for Recognition of Prior Learning (RPL).

How should I format my assessments?

Your assessments should be typed in an 11 or 12 point size font for ease of reading. You must include a
footer on each page with the complete student name (not just a first name), unit code and date. Your
assessment needs to be submitted as an electronic copy as requested by your trainer. Your trainer will
provide you with an email address to send it to.

How long should my answers be?

The length of your answers will be guided by the description in each assessment.

Use the word count function in Microsoft Word to check the number of words in your answer. Your answers
must not be too long or too short.

How should I reference the sources of information I use in my assessments?

Include a reference list at the end of your work on a separate page. You MUST reference the sources you
have used in your assessments in the Harvard Style (see Nova Website) and provide a reference list.

ASSESSMENTS THAT DO NOT HAVE APPROPRIATE REFERENCING WILL NOT BE ACCEPTED. If

you have problems referencing your assessment, see your trainer or the Training and Compliance Manager
for help.

1.2 Guide to satisfactory assessment completion

The following table shows you how to achieve a satisfactory result against the criteria for each type of
assessment task. The following is a list of general assessment methods that can be used in assessing a
unit of competency. Check your assessment tasks to identify the ones used in this unit of competency.

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Assessment Satisfactory Result Non-Satisfactory Result
Method
You will receive an overall result of Competent or Not Yet Competent for the unit. The assessment
process is made up of a number of assessment methods. You are required to achieve a satisfactory
result in each of these to be deemed competent overall. Your assessment may include the following
assessment types.
Questions All questions answered correctly Incorrect answers for one or more
questions
Answers address the question in full; Answers do not address the question in
referring to appropriate sources from full. Does not refer to appropriate or
your Learner Guide, textbooks and e- correct sources.
journals. and/or workplace
Answers address the question at the Answers do not address the question at
level of the qualification in the required the level of the qualification in the
domain, e.g. if asked to analyse, the required domain, e.g. provides a list of
answer contains analysis rather than a factors when asked to analyse factors.
statement.
Written Activity The assessor will mark the activity Does not follow guidelines/instructions
against the detailed
guidelines/instructions
Attachments if requested are attached Requested supplementary items are not
attached
All requirements of the written activity Response does not address the
are addressed/covered. requirements in full; is missing a
response for one or more areas.
Responses must refer to appropriate One or more of the requirements are
sources from your student workbook, answered incorrectly.
textbooks and e-journals. and/or Does not refer to or utilise appropriate or
workplace correct sources of information
Responses must show the level of Responses are descriptive rather than
analysis required for a graduate diploma, analytic.
rather than description, or merely Uses material from other sources but
quoting sources. does not use it in analysis or to develop 1.3 If
an argument to support an opinion. your
Case Study All comprehension questions answered Lack of demonstrated comprehension of
correctly; demonstrating an application the underpinning knowledge (remove)
of knowledge of the topic case study. required to complete the case study
questions correctly. One or more
questions are answered incorrectly.
Answers address the question in full; Answers do not address the question in
referring to appropriate sources from full; do not refer to appropriate sources.
your student workbook, textbooks and e-
journals. and/or workplace
Attachments if requested are attached Requested supplementary items are not
attached
assessment is NYC

 Where a student’s answers are deemed not yet satisfactory after the first attempt, a resubmission attempt will
be allowed.
 If a third submission is required, the student must pay the reassessment fee of $200

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  .

Assessment Cover Sheet

BSBLDR812 Develop and cultivate collaborative
partnerships and relationships

Result and Feedback

Assessment Cover Sheet

Student’s name:
Feedback to Student: Anu bala

Assessors Name: Sam.r Date: 3/12/2024

Is the Student ready for assessment? Yes No

Has the assessment process been explained? Yes No
Does the Student understand which evidence is to be collected and how? Yes No
Have the Student’s rights and the appeal system been fully explained? Yes No
Have you discussed any special needs to be considered during
Yes No
assessment?

The following documents must be completed and attached

o Knowledge Test Checklist

The student will complete the written activity provided to them by
S NYS
the assessor.
The Written Activity Checklist will be completed by the assessor.
o Task Outcome
Overall 2 - Project Checklist oCompetent oNot yetAssessment
Competent method-based instru
The student will complete the practical activity provided to them
Assessor S NYS
by the assessor. Date:
Signature:
The Practical Activity Checklist will be completed by the assessor.
o Task 3 – Skills Checklist
The student will answer a range of questions. S NYS
The Questioning Checklist will be completed by the assessor.
I agree to undertake assessment in the knowledge that information gathered will only be used for
professional development purposes and can only be accessed by the RTO:

Overall Outcome oCompetent oNot yet Competent

Student Signature: Anu bala Date:

Assessor Signature: Date:

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Instructions for answering the written questions:
 This is an individual assessment.
 To ensure your responses are satisfactory, consult a range of learning resources and other
information such as handouts, textbooks, learner resources etc.
 Complete a written assessment consisting of a series of questions.
 You will be required to answer all the questions correctly.
 Do not start answering questions without understanding what is required. Read the questions
carefully and critically analyse them for a few seconds; this will help you to identify what
information is needed in the answer.
 Your answers must demonstrate an understanding and application of the relevant concepts
and critical thinking.
 Be concise, to the point and write answers within the word-limit given to each question. Do
not provide irrelevant information. Remember, quantity is not quality.
 You must write your responses in your own words.
Assessment Task 1: Knowledge Test
 Use non-discriminatory language. The language used should not devalue, demean, or exclude
individuals or groups based on attributes such as gender, disability, culture, race, religion, sexual
preference or age. Gender-inclusive language should be used. To be assessed as Satisfactory in
this assessment task, all questions must be answered correctly.
 When you quote, paraphrase, summarise or copy information from other sources to write your
answers or research your work, always acknowledge the source

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Provide your response to each question in the box below.

Q1: Answer the following question:

Explain the legislative and regulatory requirements to establish a partnership agreement in

200-250 words.

Corporation Act 2001

Competition and consumer

Privacy act 1988
Work health and safety 2011
--Additional legislative and regulatory requirements
Contractual argument
Corporate governance
Taxation implication

Q2: Answer the following question:

What are the legislative and regulatory requirements for registering a partnership business? Write
your answer in 100-150 words.

. Australian securities and investment commission Act

.Australian taxation act

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 Q3: Scenario:

You are working on a project. As per the project task requirements, you are required to
integrate a risk management plan into your project.

Q: Explain the seven (7) risk management principles that you would consider when integrating
a risk management plan in your project in 300-350 words.

. proactive approach

. risk awareness and transparency

. clear accountability and responsibilities

Appropriate resources and standards

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 Q4: Explain the purpose of an organisation’s mission, vision and value statements. Write your
answer in 100-150 words.

Activities offer value in term of return on investment and are aligned with the organisation value and strategics
Goals
. opportunities are effectively coordinated and assessed comprehensively

Q5: How does the mission, vision and values guide the strategic direction and objectives
of the organization? Write your answer in 200-250 words.

The guide decision making and prioritization within the partnership

. provide a clear direction for collaborative efforts
.shared values to faster cohesion and trust among partners
.a compelling vision inspire commitment and motivation.

Q6: What is the purpose of an organisational purpose statement? Why is it important?

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 Write your answer in 350-400 words.

. provides clarity on organisational goals.

Inspire alignment with stakeholder goal
. guides decision making process
. sharps organisation culture

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 Q7: Why is it important to align your organisation’s and partner organisation’s mission,
purpose, values, objectives and strategies? Write your answer in 150-200 words.

It is clearly defining their purpose or mission, value and objective and strategies support to them and well
positioned for long term success in a rapidly changing business climate. These pure[pose and mission driven
organization with clear mission statement and vision statement understand why they exit and how they plan to
achieve their objective.

Q8: What is the difference between collaboration and participation? Write your answer in 100-150
words.

It involves active engagement and joint effort toward a common goal

It implies deeper integration and cooperation among parties

PARTICATION
The involvement or contribution, which may be individual or collection
Participation can be more passive, involving simply being present or contributing in a limited
capacity

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Q9:. Explain any five (5) techniques that cultivate collaborative relationships and
partnerships in 250-300 words.

. foster open communication channels

.

Celebrate success
Encourage flexibility and adaptability
.accommodate diverse perspective and need

Q10: Explain the following common data collection methods relevant to the development of a
collaborative partnership in 250-300 words.

a) Interviews
b) Focus groups
c) Questionnaires and surveys

Interview—interviews can be conducted in person or by phone using survey forms. This

form of data collection is suitable for only a few respondents. It is too time consuming and
tedious to repeat the same process if there are many participant.

FOCUS GROUP—in a focus group like a small group people around 8-10 members discuss
the common areas of the research problem.

OUESTIONNAIRES AND SURVEYS--- a questionnaire and surveys is a printed set of open-

ended or closed ended questions that respondents must answer based on their
knowledge and experience with the issue.

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 Q11: Explain any following communication techniques to conduct stakeholder consultations in
150-200 words.

a) Scheduling a meeting
b) Send out a newsletter.
c) Project summary report

Scheduling a meeting –there are 7 steps

. does this have to be a meeting

. prioritizing attendees

. finding a time

. planning for questions

. scheduling the meeting

. setting an agenda

. following up

Send out a newsletter—a newsletter and email are good process for customer you can send
and update them about your brand latest product and services. Newsletters are often used to
tell readers about news, event or other information related to a particular topic or
organization.

PROJECT SUMMARY REPORT- a project summary is a document or part of a larger document

that comprehensive but concise in providing an overview of the proposed project, including
key details. It also outlines the project objective, background information to place it in context,
requirements, problem, analysis and with a conclusion.

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Q12: Discuss the communication techniques to foster collaborative partnerships in 250-300
words.

. provide the regular feedback-- provide regular feedback to team members, both positive and constructive. So,
this helps everyone understand that they are doing well and where they can improve.

Celebrate successes—it is important part of celebrate successes for maintaining morale and encouraging continued
collaboration and communication.

Lead by example- model behaviours you want to see in your team, such as open communication, active listening,
and collaboration.
Encourage active listening- active listing is an essential component of effective communication. You can speak
clarify their understand.

Foster a positive team culture- a positive team culture can go a long way toward improving collaboration and
communication. Create an environment where people feel comfortable sharing their opinions, asking for help, and
giving feedback.

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 Q13: What is emotional intelligence? What is its relationship to individual and team
effectiveness? Write your answer in 250-300 words.

Emotional intelligence is defined as the ability to understand and manage your emotional, as well as recognize
and influence the emotions of these around you. Emotional intelligent is typically broken down into four core
competencies
1. Self-awareness
2. Self-management
3. Social awareness
4. Relationship management
The leader has a direct influence on the culture of work environment. Student have found the impact of
leader on the behaviour of employee.
Perception of other emotions: accurate social perception allows individual to gain considerable knowledge
of the other group member attitudes, goals and interests.
Understanding of other emotional- EI members may improve the performance of their group.

Q14: What are the four (4) four stages of transformational change in an organisation?
How can these stages be managed? Write your answer in 200-250 words.

STAGE 1- shock: in this stage individual go through withdrawal and focus on the past. There is activity but
not much work gets done. Address this stage with information.
STAGE 2- resistance: in this stage be prepared, because you will see anger, blame, anxiety and depression.
This will be the most difficult stage for you a manager.
STAGE 3- exploration: in this stage there will be confusion, over preparation, chaos and energy but you
will likely notice a lack of focus.

STAGE 4- commitment: in this stage is a final staff will start working together. You will see better
cooperation from the staff and improved focus.
HOW THESE STAGE BE MANAGED:
Transformational change is usually positive. However, it can create fear, doubt, and insecurity among your
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 employee and need to be very well managed to ensure its success.

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 Q15
Explain the different stages of change management in 450-500 words.

1. Prepare the organisation for change: this must happen on a cultural level to ensure that employee is ready
and willing to accept the new changes.
2. Create a plan for change- the strategic goals that the change is helping the organisation work
towards
3. Key performance indicators KPIs that will measure the success of the change
4. Embed the change- after the completion of a change initiative, change managers needed to work
particularly hard to ensure that the change is embedded in the organisation.
5. Analyse the results—the process is not complete simply because the change has occurred.

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BSBLDR812 Develop and cultivate collaborative
partnerships and relationships

ASSESSMENT 1 – Knowledge Test Checklist

Student’s Name

Assessor’s name:

Satisfactory response: Yes No

Explain the legislative and regulatory requirements to establish a

1
partnership agreement
y £
Explain the legislative and regulatory requirements for registering a
2
partnership business?
y £
Explain the seven (7) risk management principles that you would
3
consider when integrating a risk management plan in your project
y £
Explain the purpose of an organisation’s mission, vision and value statements.
4 y £
How does the mission, vision and values guide the strategic direction and
5
objectives of the organisation? y £
What is the purpose of an organisational purpose statement? Why is it
6
important? y £
Why is it important to align your organisation’s and partner
7
organisation’s mission, purpose, values, objectives and strategies? y £
8 What is the difference between collaboration and participation? y £
Explain any five (5) techniques that cultivate collaborative relationships
9
and partnerships y £
Explain the following common data collection methods relevant to the
development of a collaborative partnership:
10 a) Interviews y £
b) Focus groups
c) Questionnaires and surveys
Explain the following communication techniques to conduct stakeholder
consultations in 150-200 words.
11 a) Scheduling a meeting y £
b) Sending out a newsletter.
c) Project summary reporting
Discuss the communication techniques to foster collaborative
12
partnerships. y £
What is emotional intelligence? y £
13
What is its relationship to individual and team effectiveness? y £
What are the four (4) four stages of transformational change in an
14
organisation?? y £
15 How can these stages be managed? y £
16 Explain the different stages of change management y £
Feedback to Student:

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 Result o Satisfactory o Not Yet Satisfactory
Assessor’s Signature: Date:

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Pre-Assessment Checklist: Task 2 - Skills Test – Research Report
The purpose of this checklist
The pre-assessment checklist helps students determine if they are ready for assessment. The
trainer/assessor must review the checklist with the student before the student attempts the
assessment task. If any items of the checklist are incomplete or not clear to the student, the
trainer/assessor must provide relevant information to the student to ensure they understand the
requirements of the assessment task. The student must ensure they are ready for the assessment
task before undertaking it.
Section 1: Information for Students
Make sure you have completed the necessary prior learning before attempting this assessment.
Make sure your trainer/assessor clearly explained the assessment process and tasks to be
completed.
Make sure you understand what evidence is required to be collected and how.
Make sure you know your rights and the Complaints and Appeal process.
Make sure you discuss any special needs or reasonable adjustments to be considered during the
assessment (refer to the Reasonable Adjustments Strategy Matrix and negotiate these with your
trainer/assessor).
Make sure that you have access to a computer and the internet (if you prefer to type the
answers).
Make sure that you have all the required resources needed to complete this assessment task.
The due date of this assessment task is in accordance with your timetable.
In exceptional (compelling and compassionate) circumstances, an extension to submit an
assessment can be granted by the trainer/assessor. Evidence of the compelling and
compassionate circumstances must be provided together with your request for an extension to
submit your assessment work.
The request for an extension to submit your assessment work must be made before the due
date.
Section 2: Reasonable adjustments
I confirm that I have reviewed the Reasonable Adjustments guidelines and criteria as
provided in Appendix A and attached relevant evidence as required and select the correct
checkbox.
I do require reasonable adjustment
I do not require reasonable adjustment
Declaration (Student to complete)
I confirm that the purpose and procedures of this assessment task has been clearly explained to
me.
I confirm that I have been consulted about any special needs I might have in relation to the
assessment process.
I confirm that the criteria used for this assessment has been discussed with me, as have the
consequences and possible outcomes of this assessment.
I confirm I have accessed and understand the assessment information as provided in the
Training Organisation’s Student Handbook.
I confirm I have been given fair notice of the date, time, venue and/or other arrangements for
this assessment.
I confirm I am ready for assessment.

Student Name: anu bala ______________________________________

Student Signature: ___anu bala ________________________________

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Assessment method-based instructions and guidelines:
Skills Test – Research Report
Assessment type

 Skills Test - Research Report

Instructions provided to the student:

Assessment task description:

 This is the second (2) task you must successfully complete to be deemed competent in this
unit of competency.
 This assessment task comprises a research report.
 The student is required to complete a research report on potential opportunities to develop
collaborative partnerships and relationships with business and industry stakeholders.
 You must attempt all criteria to the required level, e.g. the assessment criteria mentioned
in the performance checklist needs to be deemed satisfactory in this task.
 For your trainer/assessor to assess your competency in this assessment task, you must
prepare your report by following all instructions outlined.
 You will receive your feedback within two weeks, and you will be notified by your
trainer/assessor when results are available.

Applicable conditions:

 You will be assessed independently on this assessment task.

 No marks or grades are allocated for this assessment task. The outcome of the task will be
Satisfactory or Not Satisfactory.
 As you complete this assessment task, you are predominately demonstrating your
knowledge and skills to your trainer/assessor.
 The trainer/assessor may ask you relevant questions during this assessment task.

Resubmissions and reattempts:

 Where a student’s answers are deemed not satisfactory after the first attempt, a
resubmission attempt will be allowed.
 The student may speak to their trainer/assessor if they have any difficulty in completing
this task and require reasonable adjustments.
 For more information, please refer to the Training Organisation’s Student Handbook.

Location:

 This assessment task may be completed in:

a classroom
learning management system (i.e. Moodle),
workplace,
or an independent learning environment.

 Your Trainer/Assessor will provide student further information regarding the location for
completing this assessment task.

Purpose of the assessment

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 The purpose of this assessment task is to assess the students’ knowledge and skills essential to
prepare a research report on potential opportunities to develop collaborative partnerships and
relationships with business and industry stakeholders.

 Skills to research and assess legislative and regulatory requirements related to the
development of collaborative partnerships and relationships with business and industry
stakeholders.
 Skills to define risk management principles related to the development of collaborative
partnerships and relationships and evaluate potential risks.
 Skills to assess the relationship between the organisational and partner organisation’s
mission, purpose, values, objectives and strategies.
 Skills to evaluate and define techniques that cultivate collaborative relationships and
partnerships
 Skills to research and define common data collection methods to gather information
regarding the potential collaborative partnerships and relationships.
 Skills to evaluate and define communication techniques to foster partnership and conduct
stakeholder consultations
 Skills to assess the need for promoting emotional intelligence in the workplace and its
relationship to individual and team effectiveness
 Skills to research and define the organisational transformation and the management of the
stages of change if the training organisation decides to engage in collaborative
partnerships and relationships with business and industry stakeholders.

Task instructions
 This assessment task aims to assess the students’ skills to prepare a research report on
potential opportunities to develop collaborative partnerships and relationships with
business and industry stakeholders.
 The student will take on the Operations Manager in the training organisation.
 The trainer/assessor can either provide the training organisation’s strategic plan to the
student or can provide the strategic plan given in Appendix C.
 The trainer/assessor will familiarise you with the training organisation’s operations and
provide you with information regarding the strategic objectives.
 The student must use the templates provided to document their responses.
 Word-limit to complete the research report is 1500-1800 words.
 The trainer/assessor must assess the student using the performance checklist provided.

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Assessment Task 2: Skills Test – Research Report

Skills Test – Research Report

This assessment requires you to take on the role of an operations Manager at Online Media Solutions.

Business Information

“Online Media Solutions” is a new marketing and web development business based in Melbourne,
Australia.

The business will operate in the web service industry to offer superior and unique services to small
businesses and institutions (B2B business model). Our experience and expertise in web sales and e-
commerce will give us the backing to provide solutions that are currently lacking in the market.

There is an all-time high demand for web development and marketing for small businesses with signs of
rising further. Interestingly, few web developers have taken advantage of this opportunity, leaving the
industry with no dominant participants.

The projects’ high costs and the focus on more prominent companies and institutions could contribute
to why this market remains untapped. We will have a system that will reduce the project costs
dramatically, allowing us to offer quality services at reduced costs.

Business plan

Business plan excerpt

Company details:

Company name: Online Media Solutions, Pty. Ltd

Company address: 2/10 Lawn court, Craigieburn, 3064, VIC

Mission

 Provide best-in-class design services

 Make a positive impact on our customer businesses

 Be respected and admired by peers

Our vision

To provide best-in-class web design and development services in a simple, effective, and cost-
effective manner to the target audience.

Objectives

The objectives of Online Media Solutions are as follow:

 To exceed customer expectations.

 To provide cost-effective and quality services to our clients.

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  Build and maintain long-term relationships with the clients.

 To increase operational efficiency.

 To venture into new markets based on the opportunities identified.

Keys to Success

 We will offer quality web services to small businesses and institutions at affordable prices.

 To build and tailor our services to small businesses.

 Positioning as a viable solution alternate to more established brands

Services

We currently offer the following services to our clients:

 Interface and Web Design

 Graphics design

 Website development

 Domain and web hosting

 Video editing

 Blog development

 Search engine optimisation

 E-commerce

Values

 Quality service to our clients

 Integrity & Accountability

 Reliability

 Quality

 Innovation

 Respect

Strategic directions

The strategic direction of ONLINE MEDIA SOLUTIONS is to achieve its mission and vision is through:

● Increasing operational efficiency

● Engaging with customers through quality research and understanding supported by marketing
techniques.

● Establishing a reputation for exceptional customer service and end to end solutions

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 ● Supporting people to perform via training and performance management

● Controlling costs through operational efficiency

Organisational structure and expertise

The foundation team has 30 team members. The business has three (3) departments:

 IT department

 Marketing department

 HR department

All three (3) departments are managed by Managers who are experienced and experts in commercial
web development and business-to-business sales. Further, the team members have years of
experience working for MNCs.

The finance work is outsourced. Further, the organisation will establish a partnership with a call
centre and provide 24/7 customer service to its clients.

All the departmental managers’ report to the Operations.

Business model

“Online Media Solutions” is a full-service web solutions provider for businesses. The company offers
services through the mode of its B2B engagements.

B2B services:

“Online Media Solutions” service portfolio includes Web Design, Graphics design, Website
development, Domain and web hosting, 2d & 3d animation, Blog development, Search engine
optimisation and E-commerce. The project cost will be estimated by the appropriate number of hours
needed to complete the project.

The sales team will aggressively track prospective clients and sell the services provided for
businesses.

Operational model and strategies

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 B2B engagements

Lead generation – Lead generation refers to creating and generating prospective consumer interest
or inquiry into a business’s products or services. This will be done by building a database of
prospective customers using social networks, business listings, internet search etc.

Sales pitch – A sales pitch is a line of talk that attempts to persuade someone or something with a
planned sales presentation strategy of a product or service designed to initiate and close a product
and service sale. Sales professionals prepare and give a sales pitch using the following methods:

 Face to face meetings

 E-mailing marketing contacts from the leads

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Organisational strategy/Strategic plan excerpt

Strategic plan excerpt (2021-2023)

Mission

We aim to deliver quality solutions through our highly skilled team with a technical foundation. We are bound to help hundreds of our clients
impress their customers and improve their online image worldwide. We are looking forward to providing solutions to our customers at very
low as well as affordable costs.

Our vision

Our professional team is very specialised and expertise to deliver solutions not only for leading brands but also for non-profit organisations
and innovative start-up businesses. We are aiming to reach an elevated level of success ratio while providing unique yet creative solutions to
our customers.

Values

● Quality service to our clients

● Integrity & Accountability

● Reliability

● Quality

● Innovation

● Respect

Strategic directions

The strategic direction of ONLINE MEDIA SOLUTIONS is to achieve its mission and vision is through:

● Increasing operational efficiency

● Engaging with customers through quality research and understanding supported by marketing techniques

● Establishing a reputation for exceptional customer service and end to end solutions

● Supporting people to perform via training and performance management

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 ● Controlling costs through operational efficiency

Competitive Advantage

The fact that our services target small businesses gives us an edge over our competitors. By setting up strategic alliances with some of the
web and Internet-related companies, we will offer our customers efficient and affordable web services that will meet their demands.

Strategic objectives and organisational goals

1. To generate revenues of $800,000 by the end of our first year of operations.

1.1. Generate sales of $800,000 by the end of the year.

1.2. Establish strategic partnerships with Internet service providers and companies in computer consultancy and promote services to
generate revenue.

2. To attain a net profit of 18% in the first year, 32% in the second year and 40% in the third year.

2.1. Maintain profitability by implementing processes that decrease operating costs.

2.2. Implement cost tracking systems to increase operational efficiency.

3. Provide 24/7 customer service to the clients

3.1. Maximise customer satisfaction by providing 24/7 customer service to the clients.

3.2. Develop partnerships with call centre and provide 24/7 customer service to the clients.

4. Maintain professional growth and development of the staff members

4.1. Arrange training and professional development sessions to ensure the growth and development of staff members.

4.2. Establish a partnership with organisations offering professional development programs for the ongoing development of staff members.

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 Key performance indicators

● $ in sales

● % profits

● % customer satisfaction rate

● % increase in customer base

● % increase in employee performance

● % decrease in conflict

Implementation (How to make strategy a habit)

● Appoint a strategic plan manager

● Hold people accountable (now that they are able)

● Put in place an incentive compensation plan

● Coach for achievement

● Empower managers.

● Hold effective strategy meetings - first Mondays Hold annual retreat - the second week in December

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Partnerships based on strategic objectives.

Online Media Solutions have the following existing partnerships:

● Online Media Solutions has a partnership with a call centre named “Info centre”, that handles
customer inquiries and issues. This call centre operated 24/7.

● Online Media Solutions established four strategic partnerships with two Internet service
providing companies and another two with computer consultancy firms. We intend to use the
alliances to attract more businesses and referrals from our competitors.

Need for further partnership based on strategic objectives:

● Online Media Solutions need to establish a partnership with two (2) organisations offering
professional development programs for the ongoing development of staff members. The
professional development sessions will be focused on the following skills:

• Critical thinking

• Emotional intelligence

• Conflict resolution

• Collaboration and workplace relationships

• Interpersonal skills

Each professional development session is to be delivered over the period of the next six months.

Policies and procedures for partnership processes and activities

Purpose

This policy and procedure provide a framework for establishing, managing and evaluating partnership
agreements to maximise their potential benefit. This document will ensure partnership agreement:

 activities offer value in terms of return on investment and are aligned with the organisation’s
values and strategic goals
 opportunities are effectively coordinated and assessed fairly and comprehensively, and
 are effectively managed and systematically evaluated to meet the organisation’s ongoing
needs

Scope

This policy and procedure applies to

 employees
 partnership agreements

Policy statement

Purpose of partnership agreements

 The organisation’s partnership agreements support the achievement of strategic goals.

 Partnership agreements are used as an important tool to raise awareness and the profile of
the organisation, enhance reputation ad access target markets. As such, partnership

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 Student Pack

agreements require formal management and involvement by senior and other relevant
employees.
 Formal partnership documents set out objectives, responsibilities and mechanisms for
managing the partnership and ensure that all parties are aware of the requirements and
implications of the partnership and demonstrates a commitment to agreed outcomes.

Types of partnership agreements

Partnership agreements may be established in the form of a Memorandum of Understanding (MOU)

(non-legally binding) or a contractual (legally-binding) partnership agreement with a partner external
to the organisation. Unless a MOU is specifically required, the appropriate partnership agreement
should be developed as the first preference for an agreement between partners.

Conditions required for partnership agreements

All partnerships must possess the following core criteria:

 benefits the organisation as a whole

 is consistent with the organisation’s strategic direction, core values and brand attributes
 creates opportunities for the organisation to build relationships with organisations and leaders
 provides opportunities for employee and/or student participation
 delivers mutually beneficial outcomes
 enhances the organisation’s reputation and profile
 contains clear and unambiguous outcomes, and
 includes evaluation/review mechanisms.

Developing, approving and managing partnership agreements

• The proposed partnership is assessed as requiring a contractual partnership agreement; the

business area must work with their Operations Manager to draft and/or review the legal
agreement.
• All contractual partnership agreements must include specific provision for terminating the
agreement under circumstances that minimise potential adverse consequences for a
training organisation.
• Termination and exit from partnerships must comply with Australian and international
regulatory obligations for the parties covered under the agreement.
• The business area is responsible for developing and managing the partnership agreement, in
consultation with the relevant office, which includes:
o ensuring the agreement is strategically aligned to the organisation’s interests
o identifying risks in accordance with the Risk Management Policy and Enterprise Risk
Management Framework
o demonstrating consultation with all relevant stakeholders
o liaising with the external partner/s regarding the proposed relationship and relative
activities agreed to by the organisation and negotiating a final agreement with the
external partner
o ensuring systems and processes are in place to manage students and business
arrangements during the term of the contract
o ongoing management such as relationship management, negotiations, performance
and accountability
o seeking legal advice regarding the agreement
o arranging approvals and signatures
o taking all relevant steps to ensure compliance by the organisation and partner within

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the terms of the agreement

o resolving issues that arise during the term of the agreement
o performance monitoring, evaluation and reporting in relation to the partnership
agreement
o recording all relevant information in the organisation’s database/s and record
management systems, and
o ensuring relevant employees are up-to-date with partnership arrangements and
requirements.

Evaluating partnership agreements

• Business areas responsible for managing partnership agreements must identify and provide
sufficient support to enable appropriate reporting and evaluation.
• All partnership agreements, including MOUs, must be reviewed after 12 months from the
date of execution and every 12 months thereafter and recommended to the delegated
authority if the partnership is continuing or being discontinued.
• When evaluating an MOU, the need or otherwise to establish it as a contractual partnership
agreement must be considered.
• Ongoing partnership agreements must be evaluated annually, and, where relevant, such
reviews must incorporate feedback from employees serviced by the partnership.
• The evaluation must be undertaken when each partnership agreement concludes to
determine if the partnership activities were successful, e.g. delivered intended outcomes
and met all requirements.
• Where the partner or partnership does not meet the financial targets or other requirements
as agreed in the partnership agreement, the business area responsible for managing the
partnership must terminate the agreement according to its termination provisions.
• The evaluation must be documented and filed in the organisation’s records system for
reference when considering future involvement with the same partners or similar
agreements.

Your role and responsibilities

You are working as Operations Manager in ‘Online Media Solutions’. You report to the General Manager
of the organisation.

The General Manager wants you to develop and cultivate collaborative partnerships for ‘Online Media
Solutions’. This includes:

 Establishing partnership requirements in collaboration with partners according to regulatory,

employment and organisational requirements.

 Planning partnership activity and reporting systems to review results of partnership activity.

 Developing collaborative approaches to enhance individual, team and organisational outcomes.

 Analysing results of partnership activity and implementing improvements to the partnership.

As part of your job role, you have the following responsibilities:

 Identify new partnerships and assess any existing partnerships according to task objectives, and
select partners according to strategic objectives.

 Establish communication strategy, key indicators and feedback processes for evaluating the
health of the business partnerships.
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 Identify and implement strategies for staff and stakeholder commitment and contribution.

 Identify legal framework and processes for partnership activity in collaboration with partners and
plan and allocate resource requirements to accomplish activity with partners.

 Establish processes to resolve conflict in a fair, equitable and collaborative manner between
partners and implement reporting systems for reporting results against planned partnership
activity outcomes.

 Analyse reporting system results of partner activity against intended outcomes and identify
improvements to partnership in collaboration with partners.

 Implement identified improvements to partnership operations.

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 Student Pack

Skills Test:

This assessment requires the student to complete a set of activities given in this assessment task based
on the information given in the case study. These activities will provide an opportunity for the student
to develop and cultivate two (2) collaborative partnership for Online Media Solutions. This includes:

 Establishing partnership requirements in collaboration with partners according to regulatory,

employment and organisational requirements.

 Planning partnership activity and reporting systems to review results of partnership activity.

 Developing collaborative approaches to enhance individual, team and organisational outcomes.

 Analysing results of partnership activity and implementing improvements to the partnership.

To do so, you must complete the following activities:

 Activity 1: Identify new partnerships and determine partnership outcomes.

 Activity 2: Establish partnership through activity.

 Activity 3: Cultivate partnership performance.

The roles and their responsibilities: Relationships with stakeholders such as General
manager and partners

The assessment task requires you to communicate with a number of organisational stakeholders. The
main roles applicable to the assessment task includes:

Role number 1: General Manager: The General Manager is the individual who supervises or is in
charge of the organisation. They belong to a higher rank or status. Their job role and responsibilities
are:

 Assign a team to you to complete the project.

 Assist you in understanding the task requirements.

 Provide you with information about job roles and responsibilities.

 Supervise you in completing the assessment task and requirements.

Role number 2: Partners: The partners are associates that work with the organisation in the
achievement of strategic objectives:

 Assist you in completing the project on time.

 Participate in a healthy and open discussion.

 Collaborate with the Operations Manager to establish partnership requirements and

communication strategy.

Note:

 The trainer/assessor will take on the role of General Manager.

 The trainer/assessor will assign two staff members to the student and allocate them the role of
the partners.

 Each student will be assessed individually for all assessment activities.

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 Student Pack

You are required to complete a research report on potential opportunities to develop collaborative
partnerships and relationships with business and industry stakeholders for your training organisation.

During the preparation of the research report, you will be required to:

 Consult a range of internal stakeholders to identify the training organisation’s business strategic
direction and objectives.

 Conduct online research and analyse the procedures that the training organisation can use to
develop and maintain strategic business networks.

Note: The purpose of this research report to participate and carry out workplace-related activities and
tasks, using your training organisation as an example of existing workplace and workplace personnel
such as trainers/assessors and other nominated individuals by them as the stakeholders required to
complete this assessment task.

The research report should be based on the information provided in the scenario and description
sections.

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 Student Pack

Description of the activity:

This activity requires the student to prepare a research report on potential opportunities to develop
collaborative partnerships and relationships with business and industry stakeholders for your training
organisation.

You will take on the role of the Operations Manager in your training organisation.

Your report must follow the below-given guidelines:

 The report must be prepared using Template 1 provided. The word limit to complete the report
is 1500-1800 words.

 Start with an introduction, then move on to supporting body paragraphs. Write a conclusion and
cite your sources.

 You must only use authentic and verifiable information.

 The report should be presented in the provided format.

 Proofread it.

 Always make sure to run your ideas by your trainer/assessor to make sure that it is okay that
you approach the report in this way.

 Your report must contain original content and should not be a “copy” of someone else’s work.

 You must use Harvard style referencing in the report.

To prepare the report, you must use Template 1 and follow the steps given below:

 Step 1: Analyse the strategic plan of the training organisation and define potential opportunities
to develop collaborative partnerships and relationships with business and industry stakeholders.

o Analyse and define the strategic objectives of the training organisation.

o Define two (2) potential opportunities to develop collaborative partnerships and

relationships with business and industry stakeholders.

 Step 2: Research and assess legislative and regulatory requirements related to the development
of collaborative partnerships and relationships with business and industry stakeholders.

o Conduct online research and assess legislative and regulatory requirements related to
the development of collaborative partnerships and relationships with business and
industry stakeholders.

o Define the legislative and regulatory requirements related to the development of

collaborative partnerships and relationships with business and industry stakeholders.

 Step 3: Define risk management principles related to the development of collaborative

partnerships and relationships and evaluate potential risks.

o Research and define risk management principles applicable to the development of

collaborative partnerships and relationships.

o Identify three (3) potential risks associated with the development of collaborative
partnerships and relationships.

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 Student Pack

o Evaluate the potential consequence of each risk identified.

 Step 4: Conduct online research and define the relationship between the organisational and
partner organisation’s mission, purpose, values, objectives and strategies.

 Step 5: Evaluate and define techniques that cultivate collaborative relationships and
partnerships.

o Evaluate the potential opportunities to develop collaborative partnerships and

relationships with business and industry stakeholders.

o Define the techniques that cultivate collaborative relationships and partnerships.

 Step 6: Research and define common data collection methods to gather information regarding
the potential collaborative partnerships and relationships.

o Conduct online research and define common data collection methods that would be used
to gather information regarding the potential collaborative partnerships and relationships.

 Step 7: Evaluate and define communication techniques to foster partnership and conduct
stakeholder consultations.

o Evaluate the communication techniques that will be used to foster partnership and define
communication techniques to foster partnership.

o Define the communication techniques that will be used to conduct stakeholder

consultation.

 Step 8: Assess the need for promoting emotional intelligence in the workplace and its
relationship to individual and team effectiveness.

o Conduct research and define the need for promoting emotional intelligence in the
workplace and its relationship to individual and team effectiveness.

o Define the emotional intelligence skills that should be focused on when providing training
to the staff member.

 Step 9: Research and define the organisational transformation and the management of the
stages of change if the training organisation decides to engage in collaborative partnerships and
relationships with business and industry stakeholders.

o Conduct online research and define the different stages of organisational transformation.

o Define the management of the stages of change if the training organisation decides to
engage in collaborative partnerships and relationships with business and industry
stakeholders.

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 Student Pack

Your report must include the following:

 Introduction to the report. Include the following information:

o Your research topic

o Background information

o Objectives of writing the report

 Body of the report. Include the following information:

o Strategic objectives of the training organisation.

o Two (2) potential opportunities to develop collaborative partnerships and relationships

with business and industry stakeholders.

o Legislative and regulatory requirements related to the development of collaborative

partnerships and relationships with business and industry stakeholders.

o Risk management principles applicable to the development of collaborative partnerships

and relationships.

o Three (3) potential risks associated with the development of collaborative partnerships
and relationships.

o Potential consequence of each risk identified.

o Relationship between the organisational and partner organisation’s mission, purpose,

values, objectives and strategies.

o Evaluation of the potential opportunities to develop collaborative partnerships and

relationships with business and industry stakeholders.

o Techniques that cultivate collaborative relationships and partnerships.

o Common data collection methods that would be used to gather information regarding the
potential collaborative partnerships and relationships.

o Communication techniques that will be used to conduct stakeholder consultation.

o Need for promoting emotional intelligence in the workplace and its relationship to
individual and team effectiveness.

o Emotional intelligence skills that should be focused on when providing training to the staff
member.

o Different stages of organisational transformation.

o Management of the stages of change if the training organisation decides to engage in

collaborative partnerships and relationships with business and industry stakeholders.

 References and bibliography (Harvard style – Any five references)

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Template: Research report:

Research report (1200-1500 words)

Introduction to the report

 Your research topic

 Background information

 Objectives of writing the report

Body of the report:

 Strategic objectives of the organisation

 Two (2) potential opportunities to develop collaborative partnerships and relationships with
business and industry stakeholders.

 Legislative and regulatory requirements related to the development of collaborative

partnerships and relationships with business and industry stakeholders.

 Risk management principles applicable to the development of collaborative partnerships and

relationships.

 Three (3) potential risks associated with the development of collaborative partnerships and
relationships.

 Potential consequence of each risk identified.

 Relationship between the organisational and partner organisation’s mission, purpose, values,
objectives and strategies.

 Evaluation of the potential opportunities to develop collaborative partnerships and

relationships with business and industry stakeholders.

 Techniques that cultivate collaborative relationships and partnerships.

 Common data collection methods that would be used to gather information regarding the
potential collaborative partnerships and relationships.

 Communication techniques that will be used to conduct stakeholder consultation.

 Need for promoting emotional intelligence in the workplace and its relationship to individual
and team effectiveness.

 Emotional intelligence skills that should be focused on when providing training to the staff
member.

 Different stages of organisational transformation.

 Management of the stages of change if the training organisation decides to engage in

collaborative partnerships and relationships with business and industry stakeholders.

References and bibliography (Harvard style – Any five references)

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 Student Pack

Performance Criteria/Performance Checklist: Research

Report
This task must address the following performance criteria/ performance checklist.

S N/S Trainer/Assessor to complete

To be assessed as satisfactory (S) in this
assessment task, the participant needs to
(Comment and feedback to students)
demonstrate competency in the following
critical aspects of evidence

a) Analysed the strategic plan of the

training organisation and defined
 
potential opportunities to develop
collaborative partnerships and
relationships with business and
industry stakeholders.
 Analysed and defined the
strategic objectives of the training
organisation.
 Defined two (2) potential
opportunities to develop
collaborative partnerships and
relationships with business and
industry stakeholders.

b) Researched and assessed legislative

and regulatory requirements related  
to the development of collaborative
partnerships and relationships with
business and industry stakeholders.
 Conducted online research and
assess legislative and regulatory
requirements related to the
development of collaborative
partnerships and relationships
with business and industry
stakeholders.
 Defined the legislative and
regulatory requirements related
to the development of
collaborative partnerships and
relationships with business and
industry stakeholders.

c) Defined risk management principles

related to the development of
 
collaborative partnerships and
relationships and evaluated potential
risks.
 Researched and defined risk
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 Student Pack

management principles applicable

to the development of
collaborative partnerships and
relationships.
 Identified three (3) potential risks
associated with the development
of collaborative partnerships and
relationships.
 Evaluated the potential
consequence of each risk
identified.

d) Conducted online research and define

the relationship between the
 
organisational and partner
organisation’s mission, purpose,
values, objectives and strategies.

e) Evaluated and defined techniques that

cultivate collaborative relationships
 
and partnerships.
 Evaluated the potential
opportunities to develop
collaborative partnerships and
relationships with business and
industry stakeholders.
 Defined the techniques that
cultivate collaborative
relationships and partnerships.

f) Researched and defined common data

collection methods to gather
 
information regarding the potential
collaborative partnerships and
relationships.
 Conducted online research and
defined common data collection
methods that would be used to
gather information regarding the
potential collaborative
partnerships and relationships.

g) Evaluated and defined communication

techniques to foster partnership and
 
conduct stakeholder consultations.
 Evaluated the communication
techniques that will be used to
foster partnership and define

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 Student Pack

communication techniques to
foster partnership.
 Defined the communication
techniques that will be used to
conduct stakeholder consultation.

h) Assess the need for promoting

emotional intelligence in the  
workplace and its relationship to
individual and team effectiveness.
 Conducted research and define
the need for promoting emotional
intelligence in the workplace and
its relationship to individual and
team effectiveness.
 Defined the emotional intelligence
skills that should be focused on
when providing training to the
staff member.

i) Researched and defined the

organisational transformation and the
 
management of the stages of change
if the training organisation decides to
engage in collaborative partnerships
and relationships with business and
industry stakeholders.
 Conducted online research and
define the different stages of
organisational transformation.
 Defined the management of the
stages of change if the training
organisation decides to engage in
collaborative partnerships and
relationships with business and
industry stakeholders.

j) An introduction was provided to the

research report. Included the following
 
information:
 Your research topic
 Background information
 Objectives of writing the report

k) Harvard style references were used.

 

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 Student Pack

 Not satisfactory

The student’s performance was:

 Satisfactory

Feedback to student:

Student signature

Assessor signature

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Pre-Assessment Checklist: Task 3 – Skills Test

The purpose of this checklist
The pre-assessment checklist helps students determine if they are ready for assessment. The
trainer/assessor must review the checklist with the student before the student attempts the
assessment task. If any items of the checklist are incomplete or not clear to the student, the
trainer/assessor must provide relevant information to the student to ensure they understand the
requirements of the assessment task. The student must ensure they are ready for the assessment
task before undertaking it.
Section 1: Information for Students
Make sure you have completed the necessary prior learning before attempting this assessment.
Make sure your trainer/assessor clearly explained the assessment process and tasks to be
completed.
Make sure you understand what evidence is required to be collected and how.
Make sure you know your rights and the Complaints and Appeal process.
Make sure you discuss any special needs or reasonable adjustments to be considered during the
assessment (refer to the Reasonable Adjustments Strategy Matrix and negotiate these with your
trainer/assessor).
Make sure that you have access to a computer and the internet (if you prefer to type the
answers).
Make sure that you have all the required resources needed to complete this Assessment Task
(AT).
The due date of this assessment task is in accordance with your timetable.
In exceptional (compelling and compassionate) circumstances, an extension to submit an
assessment can be granted by the trainer/assessor. Evidence of the compelling and
compassionate circumstances must be provided together with your request for an extension to
submit your assessment work.
The request for an extension to submit your assessment work must be made before the due
date.
Section 2: Reasonable adjustments
I confirm that I have reviewed the Reasonable Adjustments guidelines and criteria as
provided in Appendix A and attached relevant evidence as required and select the correct
checkbox.
I do require reasonable adjustment
I do not require reasonable adjustment
Declaration (Student to complete)
I confirm that the purpose and procedures of this assessment task has been clearly explained to
me.
I confirm that I have been consulted about any special needs I might have in relation to the
assessment process.
I confirm that the criteria used for this assessment has been discussed with me, as have the
consequences and possible outcomes of this assessment.
I confirm I have accessed and understand the assessment information as provided in the
Training Organisation’s Student Handbook.
I confirm I have been given fair notice of the date, time, venue and/or other arrangements for
this assessment.
I confirm that I am ready for assessment.

Student Name: ______________________________________

Student Signature: ___________________________________

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Assessment method-based instructions and guidelines: Skills Test

Assessment type

 Skills Test

Instructions provided to the student:

Assessment task description:

 This is the third (3) assessment task you must successfully complete to be deemed
competent in this unit of competency.
 This assessment task is a skills test.
 You are required to complete a set of activities to develop and cultivate collaborative
partnerships in this assessment task.
 You will receive your feedback within two (2) weeks, and you will be notified by your
trainer/assessor when your results are available.
 You must attempt all activities of the project for your trainer/assessor to assess your
competence in this assessment task.

Applicable conditions:

 This skill test is untimed and is conducted as an open book assessment (this means you are
able to refer to your textbook or other learner materials during the test).
 You will be assessed independently on this assessment task.
 No marks or grades are allocated for this assessment task. The outcome of the task will be
Satisfactory or Not Satisfactory.
 As you complete this assessment task, you are predominately demonstrating your skills,
techniques and knowledge to your trainer/assessor.
 Your trainer/assessor may ask you relevant questions during this assessment task

Resubmissions and reattempts:

 Where a student’s answers are deemed not satisfactory after the first attempt, a
resubmission attempt will be allowed.
 The student may speak to their trainer/assessor if they have any difficulty in completing
this task and require reasonable adjustments.
 For more information, please refer to the Training Organisation’s Student Handbook.

Location:

 This assessment task may be completed in:

a classroom
learning management system (i.e. Moodle),
workplace,
simulated work environment,
or an independent learning environment.

 Your Trainer/Assessor will provide you with further information regarding the location for
completing this assessment task.

Purpose of the assessment

The purpose of this assessment task is to develop and cultivate collaborative partnerships in a
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range of contexts and industry settings.

 Skills to establish partnership requirements in collaboration with partners according to

regulatory, employment and organisational requirements
 Skills to plan partnership activity and reporting systems to review results of partnership
activity
 Skills to develop collaborative approaches to enhance individual, team and organisational
outcomes
 Skills to analyse results of partnership activity and implement improvements to the
partnership.

Task instructions
 This assessment task aims to assess the students’ skills essential to complete a set of
activities to develop and cultivate collaborative partnerships.
 The student will take on the role of the Operations Manager.
 The trainer/assessor will take on the role of the General Manager.
 The trainer/assessor will assign two staff members to the student and allocate them the
role of the partners.
 The student must use the templates provided to document their responses.
 The student must follow the word limits specified in the templates.
 The trainer/assessor must assess the student using the performance checklist provided.

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Assessment Task 3: Skills Test

Skills Test:

This assessment requires the student to complete a set of activities given in this assessment task based
on the information given in the case study. These activities will provide an opportunity for the student
to develop and cultivate a collaborative partnership for the organisation given in the case study. This
includes:

 Establishing partnership requirements in collaboration with partners according to regulatory,

employment and organisational requirements

 Planning partnership activity and reporting systems to review results of partnership activity

 Developing collaborative approaches to enhance individual, team and organisational outcomes

 Analysing results of partnership activity and implementing improvements to the partnership.

Timeframe to complete the project:

Two weeks (You have two weeks to complete the project)

Task requirements

 You will be assessed on your technical knowledge and skills to complete this project

 You will be assessed on working in a team environment and meeting your job role and
responsibilities.

 You must follow the instructions provided by the General Manager.

 All individuals must complete their role and assigned responsibilities and meet the specified
deadlines.

 The task must be completed in the specified timeframe.



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Activity 1: Identify new partnerships and determine partnership outcomes.

This activity requires you to identify new partnerships based on the strategic objectives of the Online
Media Solutions and determine partnership outcomes.

To do so, you are required to complete the following parts:

 Part A: Identify new partnerships and assess any existing partnerships.

 Part B: Select partners according to strategic objectives.

 Part C: Establish partnership requirements and communication strategy in collaboration with the
partners.

 Part D: Establish key indicators and feedback processes for evaluating the health of the business
partnerships.

 Part E: Identify strategies for staff and stakeholder commitment and contribution

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Part A: Identify new partnerships and assess any existing partnerships.

This part of the activity requires you to identify new partnerships and assess any existing partnerships
according to task objectives.

To do so, you are required to follow the steps given below and document the outcomes using Template
1 provided.

 Step 1: Analyse the organisation's strategic objective given in the case study and document
them using Template 1.

 Step 2: Evaluate the existing partnerships based on the information given in the case study,
evaluate their importance to the organisation, and document the outcomes using Template 1.

 Step 3: Identify the need for two (2) new partnerships based on the analysis of the strategic
objectives and document them using Template 1.

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Template 1: Identify new partnerships and assess any existing partnerships.

Identify new partnerships and assess any existing partnerships

Strategic objective of the organisation

To generate revenues of $80, 000 by the end of our first year of operation

Generate sales of $800,000 by the end of the year

Provide 24/7 customer service to the class

Maintain professional growth and development of the staff members

Existing partnerships and their importance (200-250 words)

Critical thinking

Emotional intelligence

Conflict resolution

Interpersonal skills

Need for two (2) new partnerships based on the analysis of the strategic objectives and
reason for partnerships (200-250 words)

Need to generate more revenue because we cannot generate own, we tried, but we failed.

Goals and strategic objectives of both partners Telstra and office HQ are aligned with us.

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Part B: Select partners according to strategic objectives.

This part of the activity is a continuation of part A.

This part of the activity requires you to analyse strategic objectives, conduct research, evaluate
potential partnership opportunities, and select partners that best meet the organisation's strategic
objectives.

To do so, you are required to follow the steps given below and document the outcomes using Template
2 provided.

 Step 1: Analyse the strategic objective of the organisation given in the case study.

 Step 2: Conduct research and assess the type of partnership that would best meet the
organisation’s strategic objectives. Document the outcomes using Template 2. Include the
following information:

o Type of partnership that would best meet the organisation’s strategic objectives.

o Reason for selection of the type of partnership.

 Step 3: Conduct research and identify four (4) potential partners based on the strategic
objectives and document the outcomes using Template 2.

 Step 4: Analyse the advantages that each partnership will bring to the organisation and select
two (2) partners according to the strategic objectives. Document the outcomes using Template
2.

o Advantages that each partnership will bring to the organisation.

o Two (2) selected partners.

o Factors used to analyse each partnership.

o Reason for selection of each partner.

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Template 2: Select partners according to strategic objectives

Select partners according to strategic objectives

Type of partnership that would best meet the organisation’s strategic objectives and
reason for selection of the type of partnership. (250-300 words)

Type of partnership that would meet the organisation strategic objective are partnership with Telstra
and office HQ because the strategic objectives and goals of both partner with us.

Four (4) potential partners based on the strategic objectives

Telecommunication

1. Telstra
2. Optus
3. TPG
Call centre
4. Office HQ
5. Altel

Advantages that each partnership will bring to the organisation.

Two (2) selected partners.

Factors used to analyse each partnership.

Reason for selection of each partner.

(500-600 words)

TELSTRA

Large variety of product

Their name is well known in the network

OFFICE HQ

They are Australian based

Their call centre open 24/7

FACTORS USED TO ANALYSE EACH PARTNERSHIP TELSTRA

Ther is no telecom network as dependable as Telstra

They have wide range of good and service

OFFICE HQ

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Their based is in Australia

They operated call centre around the back

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Part C: Establish partnership requirements and communication strategy in collaboration with the
partners.

This part of the activity requires you to establish partnership requirements and communication strategy
in collaboration with the partners.

Your trainer/assessor will allocate the role of two (2) partners to the staff members.

Instructions for trainer assessor:

 The trainer/assessor must ensure that the staff members are detailed about the following
information:

o Case study information, including strategic objectives and partnership requirements.

o Outcomes of part A and part B of this activity.

 The trainer/assessor must observe the student performing this part of the activity.

Instructions for the student:

 The student must lead the discussion.

 The student must use language and non-verbal features to suit the audience.

 The student must use active listening and questioning to seek the views and opinions of the
partners.

To establish the partnership requirements and communication strategy, you need to collaborate with
the partners and follow the steps given below and complete Template 3 and Template 4.

 Step 1: Establish a communication strategy in collaboration with the partners. Document the
communication strategy using Template 3. Include the following information:

o What does the partnership intend to accomplish?

o Who is responsible for partner communication?

o What information must be recorded, and how will it be shared?

o Plan to ensure that communication is reliable, transparent, and timely.

o Communication methods that can be most effectively used.

o What information is needed to be protected, and how can the partner member ensure
that it is protected?

 Step 2: Establish partnership requirements in collaboration with partners. Document the

partnership requirements using Template 4. Include the following information:

o Legal framework (Legislative and regulatory requirements) to be followed during the

collaborative partnership.

o Employment laws that should be complied with during the partnership.

o Organisational requirements (including policies and procedures) that should be followed.

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 Step 3: Establish the following processes for partnership and document using Template 4.

o Developing partnerships

o Sustaining partnerships

. developing partnerships
Identify the need
Identify the goals and objective
Identify potential partners
Monitor and review the progress
. sustaining partnership
Develop and implement communication strategy
Conduct regular meeting
Make adjustment where required

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Template 3: Communication strategy

Communication strategy (700-800 words)

What does the partnership intend to accomplish?

We are aiming to generate 800,000 revenues from this partnership

Who is responsible for partner communication?

Operation manager

What information must be recorded, and how will it be shared?

All project related information should be recorded, and it will be shared through CRM. We CAN use
Microsoft teams, because it is cheaper as compared to CRM and we can use email or spreadsheet as
well.

Plan to ensure that communication is reliable, transparent, and timely.

I case of transparency we develop and implement communication skills, good understanding of

partnership requirement and very good work ethics.

Communication methods that can be most effectively used.

Email

Meeting

Progress report

Information sheet

What information is needed to be protected, and how can the partner member ensure that
it is protected?

All information should be protected related to partnerships depends on the software you need for
explain.

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Template 4: Partnership requirements

Partnership requirements

Legislative and regulatory requirements to be followed during the collaborative

partnership. (400-500 words)

Corporation Act 2001 is the principal legislation regulating business entities in Australia. It regulates
such as the formation and operation of companies’ duties of officer, takeovers and fundraising.

Codes of conduct: voluntary industry codes are usually flexible and can change in response to
industry or consumer needs.

Employment laws that should be complied with during the partnership. (400-500 words)

Fair work ACT 2009

Provide a safety net of minimum entitlements

Enable flexible working arguments

Provide fairness at work and prevent discrimination against employees

Organisational requirements (including policies and procedures) that should be followed.

(250-300 words)

Privacy policy: a privacy policy is a statement that explain in simple language how an organisation or
agency handles your personal information

Annual leave policy: full time and part time workers get 4 weeks of annual leave for every 12 month
worked.

Unpaid parental leave under the fair work act

Government funded parental leave pay

Employer funded paid parental leave

Following processes for partnership: (400-500 words)

 Developing partnerships
 Sustaining partnerships

. developing partnership

Identify the need

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Identify the gaols and objective

Identify protentional

Identify key stakeholder

. Sustaining partnership

Develop and implement communication strategy

Develop and implement communication policy

Conduct regular meeting

Make adjustment where required

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Part D: Establish key indicators and feedback processes for evaluating the health of the business
partnerships

This part of the activity is a continuation of part C of this activity.

This part of the activity requires you to establish key indicators and feedback processes for evaluating
the health of the business partnerships.

To do so, you are required to follow the steps given below and document the outcomes using Template
5.

 Step 1: Establish the key indicators for evaluating the health of the business partnerships based
on the following information given in the case study:

o Strategic objectives

o Strategic metrics

Document the key indicators using Template 5. Include the following information:

o Three (3) key indicators for evaluating the health of the business partnerships.

o How can each key indicator evaluate the health of the business partnerships?

 Step 2: Develop the following feedback processes for evaluating the health of the business
partnerships and document using Template 5.

o Process for giving feedback

o Process for receiving feedback

o Processes to provide continuous feedback to stakeholders

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Template 5: Key indicators and feedback process

Key indicators and feedback process

Three (3) key indicators for evaluating the health of the business partnerships.

How can each key indicator evaluate the health of the business partnerships?

(400-500 words)

1. Ensure 5000 new sign up per month

2. Collect feedback from our customer every three month
3. Ensure 100% compliance with legislative requirements

Feedback processes for evaluating the health of the business partnerships. (200-300
words each)

 Process for giving feedback

 Process for receiving feedback
 Processes to provide continuous feedback to stakeholders

1. Develop KPIs
Collect performance data
Provide feedback
2. Do not take it personal
Thank the person
Take action from the feedback
3. Organise monthly feedback session
Compare performance with KPIs
Take action from the feedback

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Part E: Identify and implement strategies for staff and stakeholder commitment and contribution

This part of the activity requires you to identify and develop strategies for staff and stakeholder
commitment and contribution and develop procedures for their implementation.

To do so, you are required to follow the steps given below and document the outcomes using Template
6.

 Step 1: Identify and develop two (2) strategies for staff and stakeholder commitment and
contribution. Document the strategies using Template 6.

 Step 2: Develop and document procedures to implement each strategy for staff and stakeholder
commitment and contribution (developed in Step 1) using Template 6.

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Template 6: Identify and implement strategies for staff and stakeholder commitment and
contribution

Two (2) strategies for staff and stakeholder commitment and contribution (300-400
words)

Develop reward and recognition in the organisation

Define clear recognition program objective and criteria

Involve m manager or train manager

Involve the train staff

Procedures to implement each strategy for staff and stakeholder commitment and
contribution. (400-500 words)

Set clear goal

Foster communication and collaboration

Provide growth opportunities

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Performance Criteria/Performance Checklist: Activity 1

This task must address the following performance criteria/ performance checklist.

S N/S Trainer/Assessor to complete

To be assessed as satisfactory (S) in this
assessment task, the participant needs to
(Comment and feedback to students)
demonstrate competency in the following
critical aspects of evidence

a) Identified new partnerships

assessed any existing partnerships.
and
 
 Analysed the organisation's
strategic objective.
 Evaluated the existing
partnerships.
 Identified the need for new
partnerships based on the
analysis of the strategic
objectives.

b) Selected partners
strategic objectives.
according to
 
 Conducted research and assess
the type of partnership that would
best meet the organisation’s
strategic objectives. Included the
following information:
o Type of partnership that
would best meet the
organisation’s strategic
objectives.
o Reason for selection of the
type of partnership.
 Conducted research and identified
four (4) potential partners based
on the strategic objectives.
 Analysed the advantages that
each partnership will bring to the
organisation and selected
partners according to the
strategic objectives.

c) Established partnership requirements

and communication strategy in
 
collaboration with the partners.
 Established a communication
strategy in collaboration with the
partners.
 Established partnership
requirements in collaboration with
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partners. Included the following

information:
o Legal framework
(Legislative and regulatory
requirements) to be
followed during the
collaborative partnership.
o Employment laws that
should be complied with
during the partnership.
o Organisational
requirements (including
o policies and procedures)
that should be followed.
 Established the following
processes for partnership.
o Developing partnerships
o Sustaining partnerships

d) Established key indicators

feedback processes for evaluating the
and
 
health of the business partnerships.
 Established the key indicators for
evaluating the health of the
business partnerships based on
the following information given in
the case study:
o Strategic objectives
o Strategic metrics
 Documented the key indicators
using Template 5. Include the
following information:
o Three (3) key indicators for
evaluating the health of
the business partnerships.
o How can each key
indicator evaluate the
health of the business
partnerships?
 Developed the feedback
processes for evaluating the
health of the business
partnerships.

e) Identified and developed strategies for

staff and stakeholder commitment
 
and contribution and develop
procedures for their implementation.
 Identified and developed two (2)
strategies for staff and
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stakeholder commitment and

contribution.
 Developed and documented
procedures to implement each
strategy for staff and stakeholder
commitment and contribution.

 Not satisfactory

The student’s performance was:

 Satisfactory

Feedback to student:

Student signature

Assessor signature

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Activity 2: Establish partnership through activity

This activity is a continuation of Activity 1.

This activity requires you to establish the two (2) partnerships selected in Activity 1 – Part B.

To do so, you are required to:

 Part A: Plan partnership activity and reporting systems to review results of partnership activity.

 Part B: Establish processes to resolve conflict.

 Part C: Implement reporting systems for reporting results against planned partnership activity
outcomes

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Part A: Plan partnership activity and reporting systems to review results of partnership activity .

This part of the activity requires you to plan partnership activity and reporting systems to review the
results of the partnership activity.

To do so, you are required to prepare a partnership activity plan. The partnership activity plan must be
prepared using ‘Template 7’.

During the preparation of the partnership activity plan, you are required to follow the steps given below
and document the outcomes using Template 7:

 Determine five (5) activities to be conducted over the course of the next six (6) months and
document using Template 7.

 Determine activity outcomes and document using Template 7.

 Plan and document reporting systems to review results of partnership activity and document
using Template 7.

 Determine the key performance indicators to assess each activity and document using Template
7.

 Develop three (3) collaborative approaches to enhance individual, team and organisational
outcomes and document using Template 7.

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Template 7: Plan partnership activity and reporting systems to review results of partnership
activity

Plan partnership activity and reporting systems to review results of partnership activity

Five (5) activities to be conducted over Activity outcomes KPIs to Timeframe

the course of the next six (6) months assess each
activity

Sign collaboration partnership Beginning of the Set specific 7 days

agreement partnership goals

Generate the 15 % Generate 4 days

of new customer 15% new
Implement marketing plan customer

Generate the least 10 % of call 5 days

10% of call from from
Engage the call centre customer customer

Recruit and train in the staff Increase 20 % of Increase 20 1 days

staff performance % of staff
performance

Review the progress on monthly basis Improve 25 % of Improve 25% 15 days

staff progress of staff
progress

Three (3) collaborative approaches to enhance individual, team and organisational

outcomes (400-500 words)

Training and developing of the staff

Develop KPIs monitor performance

Provide positive work environment including reward and recognition system

Reporting systems to review results of partnership activity against planned partnership

activity outcomes developed in this template (250-300 words)

Develop KPIs

Collect performance data

Define reporting frequency and data

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Part B: Establish processes to resolve conflict.

This part of the activity requires you to establish conflict resolution processes. The conflict resolution
processes should be focused on resolving the conflict in a fair, equitable and collaborative manner
between partners.

To establish conflict resolution processes, you are required to follow the steps given below and
document the outcomes using Template 8.

 Define the five (5) conflict resolution strategies.

 Discuss the steps of the conflict resolution processes to ensure conflicts are resolved in a fair,
equitable and collaborative manner between partners.

 Discuss the legislations to be followed during the conflict resolution process and their role in
conflict resolution.

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Template 8: Conflict resolution processes

Conflict resolution processes

Five (5) conflict resolution strategies (250-300 words)

. win- win situation

. evidence for compromise

. meeting should be mandatory

Record must be kept for all negotiation and conflict resolution process

Negotiations should be compliant with legislation requirements

Conflict resolution processes to ensure conflicts are resolved in a fair, equitable and
collaborative manner between partners. (400-500 words)

Identify the problem

Identify relevant parties

Investigate

Maintain the record

Two (2) legislations to be followed during the conflict resolution process and their role in
conflict resolution (250-300 words)

Privacy Act

Anti-discrimination legislation

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Part C: Implement reporting systems for reporting results against planned partnership activity
outcomes

This part of the activity is a continuation of part A of this activity.

This part of the activity requires you to develop procedures to implement reporting systems for
reporting results against planned partnership activity outcomes.

You must develop procedures for reporting implement reporting systems for reporting results against
planned partnership activity outcomes using Template 9.

The word limit to complete Template 9 is 500-600 words.

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Template 9: Implement reporting systems for reporting results against planned partnership
activity outcomes

Procedures to reporting results against planned partnership activity (500-600 words)

Develop KPIs

Develop progress report template

Collect performance data

Develop and distribute the report

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Performance Criteria/Performance Checklist: Activity 2

This task must address the following performance criteria/ performance checklist.

S N/S Trainer/Assessor to complete

To be assessed as satisfactory (S) in this
assessment task, the participant needs to
(Comment and feedback to students)
demonstrate competency in the following
critical aspects of evidence

a) Planned partnership activity and

reporting systems to review results of
 
partnership activity.
 Determined five (5) activities to
be conducted over the course of
the next six (6) months.
 Determined activity outcomes.
 Planned and documented
reporting systems to review
results of partnership activity.
 Determined the key performance
indicators to assess each activity.
 Developed three (3) collaborative
approaches to enhance individual,
team and organisational
outcomes.

b) Established processes to resolve

conflict.  
 Defined the five (5) conflict
resolution strategies.
 Discussed the steps of the conflict
resolution processes to ensure
conflicts are resolved in a fair,
equitable and collaborative
manner between partners.
 Discussed the legislations to be
followed during the conflict
resolution process and their role
in conflict resolution.

c) Developed procedures to implement

reporting systems for reporting results
 
against planned partnership activity
outcomes.

 Not satisfactory

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The student’s performance was:  Satisfactory

Feedback to student:

Student signature

Assessor signature

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Activity 3: Cultivate partnership performance

Activity context:

The partnership was developed between a professional development association and your organisation.
The professional development association delivered seminars on the following skills over the period of
six (6) months.

● Critical thinking

● Emotional intelligence

● Conflict resolution

● Collaboration and workplace relationships

● Interpersonal skills

The intended outcomes of the partnership activity are as follow:

● 10% increase in employee productivity

● 20% decrease in organisational conflict

However, after the implementation of the professional development seminars, the following were the
reporting system results of partner activity:

● A decrease in conflict was recognised. However, the desired intended outcomes were not
achieved.

● Employee productivity remained the same.

Based on the results of the partnership activity, a survey was conducted with the employees to identify
their response to the professional development seminars. The following were the outcomes of the
survey conducted:

● The professional development sessions provided knowledge to the employees. However, most of
the employees suggested on-job training would be the best methods for increasing employee
productivity.

● Further, the employees suggested real-time coaching based on actual conflict resolution would
help them identify the triggers to the conflict and help them to resolve them before the conflict
takes place.

Description of the activity:

This activity is a continuation of Activity 2.

This activity requires the student to cultivate partnership performance.

To do so, you are required to follow the steps given below and document the outcomes using Template
10.

● Analyse the results of partnership activity/reporting system results based on the information
given in the Activity context and identify two (2) improvements to partnership and document
using Template 10.

● Engage with the partners (staff members who participated in Activity 1) to discuss the
improvements to the partnerships and develop steps to incorporate the improvements.
Document the steps to incorporate the improvements activity using Template 10.
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● Document the steps to implement the identified improvements to partnership operations using
Template 10.

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Template 10: Cultivate partnership performance

Cultivate partnership performance

Two (2) improvements to partnership operations

Establish team goals

Encourage team members to work together

Recognise, reward, and celebrate collaboration behaviour

Steps to incorporate the two (2) identified improvements (300-400 words)

Set specific goal- any successful team needs to know their shared goals, how they are calculated and
where they should concentrate their efforts.

Team member should be aware of their goals and responsivities in a collaboration atmosphere.
Encourage team members to take on more task and assist them in difficult.

Steps to implement the two (2) identified improvements to partnership operations (300-
400 words)

Implement the change process: improving your business operations will include changing existing
system teams or process.

Obtain resource that you will need to incorporate improvement. This may include changing from
senior executives and colleagues from other department.

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Performance Criteria/Performance Checklist: Activity 3

This task must address the following performance criteria/ performance checklist.

S N/S Trainer/Assessor to complete

To be assessed as satisfactory (S) in this
assessment task, the participant needs to
(Comment and feedback to students)
demonstrate competency in the following
critical aspects of evidence

a) Analysed the results of partnership

activity/reporting system results
 
based on the information given in the
Activity context and identified two (2)
improvements to partnership.

b) Engaged with the partners (staff

members and discussed the  
improvements to the partnerships and
develop steps to incorporate the
improvements.

c) Documented the steps to implement

the identified improvements to
 
partnership operations.

 Not satisfactory

The student’s performance was:

 Satisfactory

Feedback to student:

Student signature

Assessor signature

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Appendix: Policies and procedures for partnership processes and activities

Purpose

This policy and procedure provide a framework for establishing, managing and evaluating partnership
agreements to maximise their potential benefit. This document will ensure partnership agreement:

 activities offer value in terms of return on investment and are aligned with the organisation’s
values and strategic goals
 opportunities are effectively coordinated and assessed fairly and comprehensively, and
 are effectively managed and systematically evaluated to meet the organisation’s ongoing
needs

Scope

This policy and procedure applies to

 employees
 partnership agreements

Policy statement

Purpose of partnership agreements

 The organisation’s partnership agreements support the achievement of strategic goals.

 Partnership agreements are used as an important tool to raise awareness and the profile of
the organisation, enhance reputation ad access target markets. As such, partnership
agreements require formal management and involvement by senior and other relevant
employees.
 Formal partnership documents set out objectives, responsibilities and mechanisms for
managing the partnership and ensure that all parties are aware of the requirements and
implications of the partnership and demonstrates a commitment to agreed outcomes.

Types of partnership agreements

Partnership agreements may be established in the form of a Memorandum of Understanding (MOU)

(non-legally binding) or a contractual (legally-binding) partnership agreement with a partner external
to the organisation. Unless a MOU is specifically required, the appropriate partnership agreement
should be developed as first preference for an agreement between partners.

Conditions required for partnership agreements

All partnerships must possess the following core criteria:

 benefits the organisation as a whole

 is consistent with the organisation’s strategic direction, core values and brand attributes
 creates opportunities for the organisation to build relationships with organisations and leaders
 provides opportunities for employee and/or student participation
 delivers mutually beneficial outcomes
 enhances the organisation’s reputation and profile
 contains clear and unambiguous outcomes, and
 includes evaluation/review mechanisms.

Developing, approving and managing partnership agreements

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• The proposed partnership is assessed as requiring a contractual partnership agreement, the

business area must work with their Operations Manager to draft and/or review the legal
agreement.
• All contractual partnership agreements must include specific provision for terminating the
agreement under circumstances that minimise potential adverse consequences for training
organisation.
• Termination and exit from partnerships must comply with Australian and international
regulatory obligations for the parties covered under the agreement.
• The business area is responsible for developing and managing the partnership agreement, in
consultation with the relevant office, which includes:
o ensuring the agreement is strategically aligned to the organisation’s interests
o identifying risks in accordance with the Risk Management Policy and Enterprise Risk
Management Framework
o demonstrating consultation with all relevant stakeholders
o liaising with the external partner/s regarding the proposed relationship and relative
activities agreed to by the organisation and negotiating a final agreement with the
external partner
o ensuring systems and processes are in place to manage students and business
arrangements during the term of the contract
o ongoing management such as relationship management, negotiations, performance
and accountability
o seeking legal advice regarding the agreement
o arranging approvals and signatures
o taking all relevant steps to ensure compliance by the organisation and partner within
the terms of the agreement
o resolving issues that arise during the term of the agreement
o performance monitoring, evaluation and reporting in relation to the partnership
agreement
o recording all relevant information in the organisation’s database/s and record
management systems, and
o ensuring relevant employees are up-to-date with partnership arrangements and
requirements.

Evaluating partnership agreements

• Business areas responsible for managing partnership agreements must identify and provide
sufficient support to enable appropriate reporting and evaluation.
• All partnership agreements, including MOUs, must be reviewed after 12 months from the
date of execution and every 12 months thereafter and recommended to the delegated
authority if the partnership is continuing or being discontinued.
• When evaluating an MOU, the need or otherwise to establish it as a contractual partnership
agreement must be considered.
• Ongoing partnership agreements must be evaluated annually, and, where relevant, such
reviews must incorporate feedback from employees serviced by the partnership.
• The evaluation must be undertaken when each partnership agreement concludes to
determine if the partnership activities were successful, e.g. delivered intended outcomes
and met all requirements.
• Where the partner or partnership does not meet the financial targets or other requirements
as agreed in the partnership agreement, the business area responsible for managing the
partnership must terminate the agreement according to its termination provisions.

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• Evaluation must be documented and filed in the organisation’s records system for reference
when considering future involvement with the same partners or similar agreements.

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