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This project requires you to lead and manage effective workplace relationships on two separate occasions. As part of the assessment, you will:

· establish effective workplace relationship processes

· manage effective workplace relationships

· monitor and review the management of workplace relationships.

Vocational education and training is all about gaining and developing practical skills that are industry relevant and that can help you to succeed in your chosen career. For this reason you can use the case study provided. This will mean that you are applying your knowledge and skills in a relevant, practical and meaningful way to your own situation!

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

You will need to communicate with people several times. It may be either directly with actual staff members or fellow students/your assessor can play the roles of relevant people/parties. Communication can be in any appropriate format (e.g. face to face, video conference, email) as long as it meets the requirements outlined in the Project Portfolio.

You will be collecting evidence for this unit in a Project Portfolio. The steps you need to take are outlined below.

Make sure you are familiar with the organisation you are basing this assessment on and have read through the necessary background information. For the case study business, this is all of the documents included in the Simulation Pack.

Complete Page 4 of your Project Portfolio for this unit.

Read through the requirements of Section 1, 2 and 3 of your Project Portfolio.

You are now required to complete Section 1 of your Project Portfolio.

To complete Section 1, you need to:

· describe your job role and explain:

· how your job role takes responsibility for formulating, organising and implementing plans, processes and strategies.

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

· summarise the legislative requirements relevant to managing and leading workplace relationships (legislation, regulations, codes and standards).

· identify organisational requirements relevant to managing and leading workplace relationships (policies and procedures that address diversity, ethical conduct, conflict management and workplace collaboration)

· develop processes that support workplace relationships (consultation, conflict management and escalation). Make sure you incorporate appropriate vocabulary, grammatical structure and conventions.

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

You are now required to complete Section 2 of your Project Portfolio.

To complete Section 2, you need to on two separate occasions:

· delegate and confirm responsibility for fulfilling work tasks to at least two staff members. As you delegate tasks and confirm responsibilities, adapt your communication style to build trust and ensure positive working relationships.

· follow diversity policies and procedures to support two staff members to achieve their work responsibilities.

· follow the collaboration and consultation processes to seek employee input to identify work relationship issues. At least one workplace issue should involve the ethical conduct of a staff member.

· follow conflict management and escalation processes to address the identified workplace relationship issues by:

· providing feedback on the consultation processes

· addressing the workplace issue

· providing counselling, guidance support to assist the staff members overcome their relationship difficulties (and demonstrating your ability to motivate and engage others)

Make sure you have answered all questions in Sections 1 and 2. Submit to your assessor for review.

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

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

You are now required to complete Section 3 of your Project Portfolio.

To complete Section 3, you need to on two separate occasions:

· monitor the outcomes of your efforts to resolve workplace relationship issues.

· communicate the outcomes of the conflict management for both identified workplace relationship issues to the relevant staff members

· Seek and evaluate feedback from relevant staff members (at least two) on how you have managed the workplace relationships.

· identify at least one area for improving future workplace relations leadership in your organisation.

Make sure you have answered all questions in Section 3.

You are also required to attach certain documents as part of your evidence – review the documents you need to attach as outlined in Section 3 of the Project Portfolio and make sure you attach these upon submission.

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

Student name:

Assessor:

Date:

Team/work unit within the organisation:

Section 1: Establish effective workplace relationship processes

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.

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

What are the values and goals of the organisation?

Describe your job role.

Explain how your job role takes responsibility for formulating, organising and implementing plans, processes and strategies.

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

Summarise any legislation relevant to workplace relationships in your organisation.

Summarise any regulations relevant to workplace relationships in your organisation.

Summarise any codes relevant to workplace relationships in your organisation.

Summarise any relevant to workplace relationships in your organisation.

As a minimum, your organisation must have policies and procedures that address diversity, ethical conduct, conflict management and workplace collaboration.

Summarise policies and procedures that address diversity.

Summarise the policies and procedures that address ethical conduct.

Summarise the policies and procedures that address conflict management.

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

Summarise any other relevant workplace documentation and resources available for workplace relationships (e.g. communications policy and procedure, performance review policy and procedure).

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

Note: Each document must be written in clear and concise English, be professionally presented, grammatically correct and error free. Include appropriate vocabulary.

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.

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

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

Conflict management processes.

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. 

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

Attach:

Proof of policies and procedures relevant to workplace relationships

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Workplace relationship processes (consultation, conflict management, escalation)

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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.

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):

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 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?

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.

· 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?

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.

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)?

How does your facilitation follow the collaboration and consultation processes established in Section 1?

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)?

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.)?

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)

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Proof of staff support efforts (x2)

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Proof of collaboration/consultations (x2)

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Proof of feedback regarding consultation outcomes (x2)

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Proof of conflict management efforts (x2)

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Proof of guidance, counselling and support (x2)

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BSBLDR523 Assessment 3 - Laneway Education Pty Ltd ABN: 91 607 441 412, RTO No: 41504, CRICOS CODE: 104324D Last updated 28/04/2022

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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.

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.

Occasion 1

Occasion 2

How will you communicate the outcomes?

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)

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Proof of communication of outcomes (x2) – if relevant

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

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