BSBLDR523 Lead and manage effective workplace relationships

PROJECT

PORTFOLIO

BSBLDR523

LEAD AND MANAGE

EFFECTIVE WORKPLACE

RELATIONSHIPS

STUDENT VERSION

BSBLDR523 Lead and manage effective workplace relationships Project Portfolio

BSBLDR523 PROJECT PORTFOLIO 2

Contents

Section 1: Establish effective workplace relationship processes ....................................... 4

Section 2: Manage effective workplace relationships ........................................................ 6

Section 3: Monitor and review management of workplace relationships ......................... 11

BSBLDR523 Lead and manage effective workplace relationships Project Portfolio

Angad Australian Institute of Technology CRICOS ID: 02970M., RTO ID: 22073

BSBlLDR523 Project Portfolio Version: September 2022

Page 3 of 12

Student name:

Assessor:

Date:

Business this assessment is

based on:

Team/work unit within the

organisation:

BSBLDR523 Lead and manage effective workplace relationships Project Portfolio

Angad Australian Institute of Technology CRICOS ID: 02970M., RTO ID: 22073

BSBlLDR523 Project Portfolio Version: September 2022

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Section 1: Establish effective workplace relationship

processes

1. Describe the organisation you are basing this assessment on.

a. Provide an overview of the organisation and product/services/programs.

b. What are the values and goals of the organisation?

c. Describe your job role.

d. Explain how your job role takes responsibility for formulating, organising and implementing

plans, processes and strategies.

e. Explain how your job role applies the values and goals of your organisation.

Note: Your job role should be a leadership or management position that plays a prominent role in

establishing and managing processes and procedures to support workplace relationships. As part of

your role, you should use complex and diverse methods and procedures, a range of problem solving

and decision-making strategies and exercise a considerable amount of judgement.

If you are using the case study, assume the role of HR Manager.

2. Summarise the legislative requirements relevant to managing and leading workplace relationships.

a. Summarise any legislation relevant to workplace relationships in your organisation.

b. Summarise any regulations relevant to workplace relationships in your organisation.

c. Summarise any codes relevant to workplace relationships in your organisation.

d. Summarise any standards relevant to workplace relationships in your organisation.

3. Identify organisational requirements relevant to managing and leading workplace relationships.

As a minimum, your organisation must have policies and procedures that address diversity, ethical

conduct, conflict management and workplace collaboration.

a. Summarise policies and procedures that address diversity.

b. Summarise the policies and procedures that address ethical conduct.

c. Summarise the policies and procedures that address conflict management.

d. Identify and describe the required processes for workplace collaboration from relevant policies

and procedures.

e. Summarise any other relevant workplace documentation and resources available for workplace

relationships (e.g. communications policy and procedure, performance review policy and

procedure).

f. Attach the policies and procedures to this section of your portfolio as proof.

4. Use the legislative and organisational requirements you’ve identified to develop processes that

support workplace relationships.

Note: Each document must be written in clear and concise English, be professionally presented,

BSBLDR523 Lead and manage effective workplace relationships Project Portfolio

Angad Australian Institute of Technology CRICOS ID: 02970M., RTO ID: 22073

BSBlLDR523 Project Portfolio Version: September 2022

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grammatically correct and error free. Include appropriate vocabulary.

Include:

a. consultation processes for employees to contribute to issues that relate to their work role.

Note: Describe the type, frequency and process required for at least four mechanisms where staff

can provide input into a range of workplace related matters.

Examples of mechanisms include:

 face-to-face discussions (formal and informal)

 social media groups

 dedicated email address for workplace feedback

 surveys

 suggestion box.

Make sure you:

 provide specific details (e.g. for a suggestion box, indicate the location of the box and how

suggestions will be recorded and actioned).

 support, engage and motivate staff through your processes.

b. conflict management processes.

Note: Describe the processes that should be followed by employees to manage conflict. In your

processes, consider:

 cultural and social sensitivities.

 differences in interpersonal, communication styles and leadership styles.

 communication mechanisms

c. processes for escalated issues (e.g. a hierarchy of responsibility to refer to relevant personnel).

Note: Describe processes that include:

 responsibilities of managers in disputes

 responsibilities of employees in disputes

 the process by which a dispute will be escalated.

 relevant legislative considerations.

d. Attach the processes to this section of your portfolio.

Attach: Proof of policies and procedures relevant to workplace

relationships ☐

Workplace relationship processes (consultation, conflict

management, escalation) ☐

BSBLDR523 Lead and manage effective workplace relationships Project Portfolio

Angad Australian Institute of Technology CRICOS ID: 02970M., RTO ID: 22073

BSBlLDR523 Project Portfolio Version: September 2022

Page 6 of 12

Section 2: Manage effective workplace

relationships

If you are basing this assessment on your own business, make sure you have enough information

available to:

 delegate and support the work of two staff members (at least one staff member should have a

diverse background, such as culture, gender or disability).

 address two separate conflict situations (at least one conflict should involve ethical conduct).

If you are basing this assessment on the case study, refer to the Simulation pack for additional

information.

1. Identify the workplace relationships you will manage and lead by completing the table below.

Note: You may use the same staff members for different workplace interactions, if necessary.

Identify… Staff members Additional information

…staff members to whom you

will delegate work tasks to (at

least two):

At least one staff member has

a diverse background.

…staff members who will

participate in consultations

regarding work relationship

issues (at least two):

…staff members who will

participate in conflict

management relating to

workplace relationships (at

least two):

2. Delegate and confirm responsibility for fulfilling work tasks to at least two staff members (identified

in the previous question).

a. Complete the table to plan work delegation.

b. Unless already viewed in person by your assessor, attach proof of your two delegations and

confirmations to this section of your portfolio (e.g. video recording of face-to-face meeting with

follow up email, completed workplan and screen shot of folder system showing cloud-based

location where it is stored etc.).

Note: You must delegate the work tasks and confirm the responsibilities to the two staff members

on separate occasions. You may delegate the work tasks and confirm the responsibilities in any

BSBLDR523 Lead and manage effective workplace relationships Project Portfolio

Angad Australian Institute of Technology CRICOS ID: 02970M., RTO ID: 22073

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appropriate manner as long as it adheres to the organisation’s policies, procedures and protocols.

For example:

 meet face-to-face with the staff member to discuss allocated work and follow up with an

email.

 create a project schedule and share the link with relevant employees.

 complete a work plan for the staff member and sharing the plan via the organisation’s cloud-

based document sharing platform.

As you delegate tasks and confirm responsibilities, adapt your communication style to build trust

and ensure positive working relationships (e.g. use a friendly and professional style etc.). You will

be assessed on this.

Occasion 1 Occasion 2

To who will you delegate

work to?

What work/responsibilities

will you delegate and

confirm for each identified

staff member?

How will you delegate the

work tasks and confirm the

responsibilities (twice, on

separate occasions)?

How will you adapt your

communication style to

build trust and ensure

positive working

relationships?

3. Support the two staff members to achieve their work responsibilities (delegated in the previous

question).

a. Complete the table to plan your support.

b. Unless already viewed in person by your assessor, attach proof of your two separate support

efforts to this section of your portfolio (e.g. video recording of informal discussion, checklist of

duties, photo of project schedule on notice board etc.).

Note: You must support the two staff members on separate occasions. You may provide

support as long as it adheres to the organisation’s policies, procedures and protocols. For

example:

 coaching/mentoring/training.

 providing a checklist of tasks and responsibilities.

BSBLDR523 Lead and manage effective workplace relationships Project Portfolio

Angad Australian Institute of Technology CRICOS ID: 02970M., RTO ID: 22073

BSBlLDR523 Project Portfolio Version: September 2022

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 place a team project schedule on the office notice board.

 having regular informal discussions on the employee’s progress or performance.

 using a larger font for visually impaired employees.

Make sure you follow the relevant diversity organisation’s policies and procedures as you support

diverse staff members. You will be assessed on this.

Occasion 1 Occasion 2

How will you support each

team member?

How does your support

follow the policies and

procedures related to

diversity?

What information should be

conveyed as you support

the team member?

4. Seek employee input to identify work relationship issues.

Note: You must seek employee input on two separate occasions, following the collaboration and

consultation processes established in Section 1.

At least one workplace issue should involve the ethical conduct of a staff member.

a. Complete the table to plan your consultation/collaboration.

b. Unless already viewed in person by your assessor, attach proof of your two separate

collaboration/consultations to this section of your portfolio (e.g. video recording of informal

discussion, photo of suggestion box and completed suggestion slips etc.).

Occasion 1 Occasion 2

How will you facilitate

consultation and collaboration

on two separate occasions

(e.g. host a team

brainstorming session, set up

a suggestion box, meet with

individual staff member for

coffee and chat)?

BSBLDR523 Lead and manage effective workplace relationships Project Portfolio

Angad Australian Institute of Technology CRICOS ID: 02970M., RTO ID: 22073

BSBlLDR523 Project Portfolio Version: September 2022

Page 9 of 12

How does your facilitation

follow the collaboration and

consultation processes

established in Section 1?

5. Complete the table to summarise the outcomes of your collaboration/consultation:

Occasion 1 Occasion 2

What workplace relationship

issues were identified (at

least two)?

How does the issue involve

ethical conduct? (at least one

issue should include ethical

conduct)?

6. Address the identified workplace relationship issues.

a. Complete the table to plan your conflict/dispute resolution to provide feedback on the

consultation processes and address the relationship issues.

b. Unless already viewed in person by your assessor, attach proof of feedback on two separate

occasions to this section of your portfolio (e.g. video recording of team meeting, email etc.).

c. Unless already viewed in person by your assessor, attach proof of your efforts to address the

issues to this section of your portfolio (e.g. video recording of mediation, email to remind staff

of ethical conduct requirements etc.).

d. Unless already viewed in person by your assessor, attach proof of how you provided guidance,

counselling and support on two separate occasions.

Note: You must address the workplace relationship issues on two separate occasions, following the

conflict management and escalation processes established in Section 1. This may, for example

include:

 mediation

 email to remind staff of appropriate conduct

 poster showing ethical responsibilities

 escalation to higher management levels.

Occasion 1 Occasion 2

How will you provide feedback to

the relevant staff members on the

outcomes of the consultation (e.g.

staff newsletter, email, as part of

a team meeting etc.)?

BSBLDR523 Lead and manage effective workplace relationships Project Portfolio

Angad Australian Institute of Technology CRICOS ID: 02970M., RTO ID: 22073

BSBlLDR523 Project Portfolio Version: September 2022

Page 10 of 12

Occasion 1 Occasion 2

How will you address the

workplace relationship issue?

(e.g. act as a mediator between

two individuals, provide training

on appropriate language at work

etc.)?

How will you provide guidance,

counselling and support to assist

the staff members overcome their

relationship difficulties?

(Make sure you demonstrate your

ability to motivate and engage

others)

How does your conflict

management follow the conflict

management and escalation

processes established in Section

1?

Attach: Proof of work task delegation and responsibility

confirmation (x2) ☐

Proof of staff support efforts (x2) ☐

Proof of collaboration/consultations (x2) ☐

Proof of feedback regarding consultation outcomes (x2) ☐

Proof of conflict management efforts (x2) ☐

Proof of guidance, counselling and support (x2) ☐

BSBLDR523 Lead and manage effective workplace relationships Project Portfolio

Angad Australian Institute of Technology CRICOS ID: 02970M., RTO ID: 22073

BSBlLDR523 Project Portfolio Version: September 2022

Page 11 of 12

Section 3: Monitor and review management of

workplace relationships

If you are basing this assessment on your own business, make sure you have enough information

available to monitor the outcomes of your efforts to address the workplace relationships.

If you are basing this assessment on the case study, refer to the Simulation pack for additional

information.

Before you begin, read through Section 3. You may perform each step separately and submit separate

proof for each step, or you may combine the steps into one event (e.g. a single meeting) and submit

one single proof for all the steps in this section.

1. Monitor the outcomes of your efforts to resolve workplace relationship issues in Section 2.

a. Complete the table to plan and summarise the outcomes of your monitoring efforts.

b. Unless viewed in person by your assessor, attach proof of how you monitored the outcomes of

the conflict management to this section of your portfolio.

Occasion 1 Occasion 2

How will you monitor the

outcomes for each occasion

(e.g. follow-up discussion,

survey, observation etc.)?

Summarise the outcomes of

monitoring efforts.

2. Communicate the outcomes of the conflict management for both identified workplace relationship

issues to the relevant staff members (e.g. email, informal discussion etc.).

a. Complete the table to plan your communication.

b. Unless viewed in person by your assessor or it forms part of a previous step, attach proof of

your communication of outcomes to this section of your portfolio.

Occasion 1 Occasion 2

BSBLDR523 Lead and manage effective workplace relationships Project Portfolio

Angad Australian Institute of Technology CRICOS ID: 02970M., RTO ID: 22073

BSBlLDR523 Project Portfolio Version: September 2022

Page 12 of 12

How will you communicate

the outcomes?

3. Seek feedback from relevant staff members (at least two) on how you have managed the

workplace relationships.

a. Complete the table to plan and summarise feedback.

b. Unless viewed in person by your assessor or it forms part of a previous step, attach proof of

how you sought feedback to this section of your portfolio.

Occasion 1 Occasion 2

How will you seek feedback?

Evaluate the feedback:

 What did you do well?

 How can you improve

your leadership style?

Identify at least one area for

improving future workplace

relations leadership in your

organisation.

Attach: Proof of how you monitored the outcomes of the conflict

management (x2) ☐

Proof of communication of outcomes (x2) – if relevant ☐

Proof of how you sought feedback (x2) – if relevant ☐