leadership management

Introduction

Assessment Task 2: Policies and Procedures Development Project

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Assessment information

Information about how you should complete this assessment can be found in Appendix A of the Business Works Student User Guide. Refer to the appendix for information on:

· where this task should be completed

· how your assessment should be submitted.

Note: You must complete and submit an assessment cover sheet with your work. A template is provided in Appendix B of the Student User Guide. However, if your RTO has provided you with an assessment cover sheet, please ensure that you use that.

This project requires you to develop, implement and review at least two workplace sustainability policies and procedures for one area of sustainability within a business. You will do this by:

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

If you choose to base your assessment on your own business or workplace, it is important that you are able to access enough information for your chosen business to be able to successfully complete each of the assessment tasks. As a minimum, this will include organisational policies and procedures related to organisational documentation, access to information sufficient to develop sustainability policies and access to stakeholders.

You will make a final decision about whether to work with the case study business or a real business in the next step.

Completing your Project Portfolio

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

Communicating with others

You will need to communicate with stakeholders to confirm their requirements and to seek their advice and feedback. Your communication may be directly with actual staff members from within your own business or workplace. Alternatively, your fellow students and/or your assessor can play the roles of the relevant people. This communication doesn’t have to be face-to-face. Where communication is face-to-face, it doesn’t mean that all parties must be in the same room – you can use video conferencing or any other appropriate format, as long as it meets the requirements outlined in this guide and in your Project Portfolio.

Select a business to work with

As you saw earlier, this unit requires you to develop sustainability policies and procedures for one area of a business. Some examples of the policies and procedures that you could prepare include:

· sustainable meetings

· sustainable purchasing practices

· sustainable workplaces

· sustainable production

· sustainability site plans.

Decide whether you would like to work with your own business or the case study business and follow the relevant instructions below.

For students working with their own business

Check that you have access to the required policies, procedures, information and stakeholders that you will require. You should also decide on the area of the business that you will work with, the area of sustainability that you will focus on and the policies and procedures that you will prepare.

Complete Page 4 of your Project Portfolio by:

· describing the business

· describing the area of sustainability that you will focus on

· describing the two policies and procedures that you will develop.

Submit Page 4 to your assessor. Your assessor must approve your business and the policies and procedures before you proceed with assessment.

For students working with the case study business

Take some time now to read through the Simulation Pack for this unit. You will need to select an area of Grow Consultants to work with. Choose areas that interest you. There are some ideas given below – or you might choose another topic altogether. It’s up to you. Keep in mind though that you will need to be able to easily access information for your policies and procedures.

Sustainability ideas:

· meetings

· production processes

· purchasing

· travel

· sustainable workplaces.

You will use your real names, backgrounds and communication preferences and styles during all role plays or simulated communication to ensure that the simulation is realistic.

You will also use information from real products and services to combine with information provided in the simulation pack and include in your presentations.

Complete Page 4 of your Project Portfolio by:

· describing the business

· describing the area of sustainability that you will focus on

· describing the policies and procedures that you will develop.

Submit Page 4 to your assessor. Your assessor must approve your planned presentations before you proceed with your assessment.

Review all of your documents

Before you begin your assessment, read through all of your assessment documents including this guide and your Project Portfolio. If you are working with the case study business, you should also read through all of the documents in the Simulation Pack.

If you are working with your own business or a business that you work in or are familiar with, make sure that you have access to all of the documents that you need and that you have familiarised yourself with them.

Make sure that you understand what you need to do and, if you have any questions, speak to your assessor or workplace supervisor.

In this first activity, you will develop a briefing report. You should conduct research relevant to your chosen area of sustainability which identifies the following:

· Relevant environmental and sustainability legislation, regulations and codes of practice

· Sources of information on sustainability, including incorporating sustainability into business planning and using it as an opportunity to identify new business initiatives.

· Sustainability policies and procedures developed by other organisations

· Life cycle mapping processes.

Here are two websites to get you started:

https://www.business.gov.au/risk-management/environmental-impact/environmental-management/environmental-legislation-licences-and-permits

http://www.sustainability.vic.gov.au/services-and-advice/business/energy-and-materials-efficiency-for-business/resources-and-tools/life-cycle-management

Using your research and analysis, develop a briefing report which you will use later in this assessment. Your briefing report should address the following:

· Introduction, including current organisational practices.

· Key sustainability facts and figures and the benefits to businesses of implementing sustainable initiatives.

· How sustainability can be built into business planning and can inform business opportunities to reflect the organisation’s commitment to sustainability.

· Legal requirements in relation to workplace sustainability relevant to Grow Management Consultants, as well as any relevant regulations and codes of practices.

· Details of three sustainability policies and procedures researched and inclusions within the policy and procedures.

· An overview of life cycle mapping, including life style stages, life cycle map, life cycle matrix.

· Identification of the most effective strategies to reduce environmental impact relevant to your chosen sustainability area. Provide an example to illustrate this concept. Attach your example to your report as appendices; you should complete the life cycle map and life cycle matrix and mitigating strategies. Example actions should be included as below.

· Example sustainability actions to inform the sustainability action plan for the next 12 months. You should identify at least five ideas initially, including identifying priority actions and longer-term actions.

· Recommendations on suitable performance indicators that can be used to measure environmental performance once the policies and procedures are implemented.

· Options for strategies that could be implemented to ensure that resource efficiency within the business is continually reviewed and improved.

· Proposed scope of the policies, including a list of headings to be included and a brief description of each heading.

· Recommendations for policy options including discussion on likely effectiveness, timeframes and any costs.

Work into Section 1 of your Portfolio.

Make sure you have answered all questions in each copy of Section 1 of your Portfolio. 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 each copy of Section 1 of the Project Portfolio and make sure you attach these upon submission.

Now that you have developed a briefing report, you should consult with at least two stakeholders to gather their advice and feedback. At the meeting, the stakeholders will provide input into the development of the policy and procedures through their comments and ideas. Encourage their participation.

During the meeting, demonstrate effective communication skills including:

· speaking clearly and concisely

· using non-verbal communication to assist with understanding

· asking questions to identify required information

· responding to questions as required

· using active listening techniques to confirm understanding.

Following the meeting, summarise the stakeholder feedback and finalise the scope of the sustainability policies and procedures including:

· required outcomes

· KPIs

· methods of implementation.

Work into Section 2 of your Portfolio.

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This meeting may take place with actual people who work for/who are associated with your chosen business. Alternatively, classmates or your assessor may play the role of one or more stakeholders. If in the classroom setting, you will all take turns within your group to share your individually developed briefing reports and to gather feedback and input. Your discussions should take at least 20 minutes each.

This can either be viewed in person by your assessor or you may like to video/audio record the session for your assessor to watch or listen to later. Your assessor can provide you with more details at this step. If this session is not viewed in person by your assessor, you will attach proof of the meeting to Section 2 of your Project Portfolio.

Make sure you have answered all questions in each copy of Section 2 of your Portfolio. 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 each copy of Section 2 of the Project Portfolio and make sure you attach these upon submission.

Develop the policies and procedures based on your briefing report and stakeholder feedback.

Ensure that your policies and procedures include a statement about the organisation’s commitment to sustainability, as well as how sustainability initiatives will be incorporated into business planning and will also serve as business opportunities.

Work into Section 3 of your Portfolio (note that two copies of Section 3 have been provided).

Make sure you have answered all questions in each copy of Section 3 of your Portfolio. 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 each copy of Section 3 of the Project Portfolio and make sure you attach these upon submission.

The next part of the assessment task requires you to develop an action plan to implement one of the policies and procedures which you developed earlier.

Your action plan should include:

· The resources required for implementation of the policy (human, financial, material)

· A list of sources of resources required

· A priority list for implementation

· Individual responsibilities

· Strategies for continuous improvement

· Strategies for tracking and monitoring the success of the policy

· Strategies for supporting implementation

· Strategies for reviewing implementation (How will outcomes be documented? How will feedback be provided? How will trends be identified and recorded?)

An important part of your action plan should be a strategy for communicating with stakeholders to generate engagement with sustainability initiatives. As part of this, seek and incorporate feedback on your action plan from one of the stakeholders who you consulted in Activity 4. (If you are working on the Case Study business, seek feedback from your Assessor.)

Work into Section 4 of your Portfolio.

Make sure you have answered all questions in each copy of Section 4 of your Portfolio. 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 each copy of Section 4 of the Project Portfolio and make sure you attach these upon submission.

Student name:

Assessor:

Date:

Business that this assessment is based on:

Area of sustainability:

Description of policies and procedures:

Policy and procedure 1

Policy and procedure 2

Section 1: Briefing report

Introduction

State the purpose of the report, including current organisational sustainability practices.

Attach copies of any relevant, current policies and procedures or company information to this section of your portfolio.

Sustainability facts and figures

Include information on sustainability facts and figures, as well as the benefits to businesses.

Attach links to relevant research, company information etc to this section of your portfolio.

Business planning, opportunities and sustainability

Describe how sustainability can be built into business planning and can inform business opportunities to reflect the organisation’s commitment to sustainability.

Example sustainability policies and procedures

Report on three sustainability policies and procedures that you have identified and reviewed. Summarise the areas that they address.

Include copies of the policies (or links) to this section of your portfolio.

Policy 1

Policy 2

Policy 3

Life cycle mapping

Explain life cycle mapping as it relates to one of your policy areas (using Sustainability Victoria resources from their website), including lifestyle stages, life cycle map, life cycle matrix and identify and selecting the most effective strategies to reduce environmental impact.

Legal requirements in relation to workplace sustainability

List and explain key legislation related to sustainability and that is relevant to the business.

Sustainability actions

Include example sustainability actions to inform the sustainability action plan for the next 12 months. You should identify at least five ideas initially, including identifying priority actions and longer-term actions.

Performance indicators

Provide recommendations on suitable performance indicators that can be used to measure environmental performance once the policies and procedures are implemented.

Continuous improvement

Discuss possible strategies for ensuring that resource efficiency continues to occur.

Policy options

Recommendations for policy options including discussion on likely effectiveness, timeframes and any costs.

Proposed scope

Provide a scoping of the Sustainability Policies and Procedures, including a list of headings to be included and a brief description of each heading.

Policy 1

Policy 2

Attach:

Current policies and procedures

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Links to research

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Links to review procedures

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BSBSUS511 Assessment 2 - 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 2: Stakeholder meeting

Summarise the stakeholder feedback

How will you implement the stakeholder feedback in your policies and procedures?

Attach a recording of the meeting if your assessor did not observe or participate in the meeting.

Attach any notes from the meeting to this section of your Portfolio.

Scope

Use the feedback from the meeting to finalise the scope of your sustainability policies and procedures including:

· required outcomes

· KPIs

· methods of implementation.

Policy 1

Policy 2

Recording of meeting (if relevant)

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Notes from meeting (if relevant)

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Section 3: Policies and procedures

Policy and Procedure 1

Purpose statement

Explain the main reason for the policy and the issue it is designed to manage.

Scope

Outline overarching policy principles, for example, organisational commitment and compliance with legislation.

Procedures

Procedures will contain enough detail to enable action, so the procedure is supported and applied. If there are consequences relating to not following a procedure, these must be stated clearly in this section.

Roles and responsibilities should be documented.

The following table should be used. Numbering should be used.

Procedure title

Responsibility

Policy and Procedure 2

Purpose statement

Explain the main reason for the policy and the issue it is designed to manage.

Scope

Outline overarching policy principles, for example, organisational commitment and compliance with legislation.

Procedures

Procedures will contain enough detail to enable action, so the procedure is supported and applied. If there are consequences relating to not following a procedure, these must be stated clearly in this section.

Roles and responsibilities should be documented.

The following table should be used. Numbering should be used.

Procedure title

Responsibility