BSBWOR502 Lead and manage effective teams

Lead and manage effective teams

Policy, Procedure and the Performance Plan development

Assessment 2: Case Study

You are employed by National Camper Trailers as the Sales / Accounts Manager.

You have just been notified by one of your major customers Pathfinder Outdoor Destinations Pty Ltd, that they are going to cancel their order for the 40 top of the range Stargazer Mark V Camper Trailers. The company has made this decision based on the cost of the product and the proposed Government tax rise on Off Road activities to protect the environment.

Based on initial calculations due to the loss of this contract, this represents over 20% of your revenue for next year. This has had an impact on the team and their performance of National Camper Trailers.

Current identified issues and questions;

· Staff have heard ‘rumours’ about this but it has not been confirmed.

· There is anxiety, fear and some staff are becoming disgruntled as they are not sure what this means for their jobs.

· There is conflict in some teams.

· Some individuals are not performing, and this is causing larger issues in the team.

· Is there an alternative that can be offered to the client?

· Declining performance in the sales team has further reduced since the rumours began.

The CEO has asked you to head up a team to discuss these issues and consider what can be done to rectify the issues, including addressing performance gaps in the organisation.

The CEO has identified that there are gaps in policies and procedures in the workplace and has requested new policies and procedures be developed. A template has been provided for use. It has also been acknowledged that there is a gap in performance, particularly in the sales team. A performance plan and process to deliver the improved performance is required to be developed. (this will form part 1 of your assessment).

Based on these discussions, the CEO has also requested an in-depth analysis of the situation, the impact to the organisation and how you will address these issues (Part 2 of your assessment).

1. Policy and procedure for responsibilities of the organisation

2. Policy and procedure for decision making

3. Policy and procedure for addressing issues and concerns in the workplace

4. Completion of a Performance Plan including the planning process.

Develop a Policy and Procedure:

Due to the issues raised in the Case Study, you have been requested to create three (3) new policies and procedures using the template provided.

1. Develop a Policy & Procedure to guide all levels of the business to inspire all team members to take responsibility for their own work and assist others to undertake required roles and responsibilities. This should also reference performance review processes including the development and review of KPIs and the Code of Conduct.

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2. Develop a Policy and Procedure to implement strategies to ensure that team members have regular forums and opportunity to provide input into planning, decision making and operational aspects of work team. This should also reference performance review processes and the Code of Conduct. You might also include reference to key meetings that are held in the organisation that staff are required and/or encouraged to participate in.

3. Develop a Policy & Procedure to ensure that issues, concerns and problems identified by team members are recorded, recognised and addressed and appropriate follow up and response is communicated. This should link to both meeting management, Code of Conduct and a grievance process.

Please note: All sections of the Policy and Procedure template must be completed. We do expect a level of detail in the responsibilities and procedures. If you only provide one or two dot points in this section, we will request further detail.

Develop a Performance Plan

4. As per the Case study, it has also been acknowledged that there is a gap in performance, particularly in the sales team. A performance plan and process to deliver the performance plan is required to be developed. (this will form part 1 of your assessment).

Develop a Performance Plan with KPI’s, outputs and goals for the Sales Team which incorporates input from stakeholders. There are two sections to this. The first is to discuss how to create the performance plan and the second part is to complete a performance plan. All sections of the document are required to be completed.

Template for the Policy and Procedure

1.1 Include brief statement/s about the overall purpose of the policy, i.e. what outcome/s is the policy intended to achieve? E.g. This policy establishes an effective, accountable and transparent framework for managing

Workplace feedback

1.2 Include brief statement/s that identify to whom (e.g. specific groups of people) and to which parts of the business the policy applies. Specify exclusions to clarify scope if needed.

1.3 Policy statements are about identifying the broad principles/standards of expected action/behaviour and/or compliance, i.e. setting the ‘rules’ or ‘framework’ within which decisions are made on a particular matter. For example, policy statements address what is the standard, while procedures address how the standard is implemented.

1.4 [Identify key topics to be covered in this policy and group common/related topics together under relevant headings.

1.5 Include brief statement/s identifying actions/responsibilities and the position/s responsible for ensuring the policy:

· aligns with relevant legislation, government policy. Include organisational strategies/values.

· is implemented and monitored (i.e. the policy is followed, , and

· is reviewed to evaluate its continuing effectiveness (e.g. achieving its purpose, remains relevant/current.]

1.6 Include the actions required to implement the policy. What steps will be undertaken by the parties involved in all levels of the organisation to implement the intent of the policy.

MONITORING AND REVIEW

6.1 Include the actions that will be implemented to monitor and review compliance and effectiveness of the policy and review for implementation of continuous improvement.

Template for the Performance Plan

Develop a performance plan

For this task, you will be required to complete a performance plan for the Sales Team. The first part of this task will be to describe how you will create a performance plan procedure and the second part will be to create a performance plan.

Step 1: Plan

When creating the performance plan for National Camper Trailers, please answer the following:

What information would you need to access to determine the goals for the business based on the current business performance? List at least five (5) documents.

What information would you need to access to determine what the skills and abilities needed to do the job to the level of performance expected? List at least three (3) documents.

Who might you need to consult with (based on their job role) and what information will they be able to provide?

Step 2: Discuss

Based on the information above, create a communication strategy for developing your performance plan and ensuring involvement of all stakeholders. and should include any investigation that might need to undertake.

Step 3: Monitor

How will you monitor the performance plan process and determine if the processes that you have put in place are working? Give at least three (3) examples

Step 4: Review

Discuss how you would review the performance development plan process to ensure that the required outcomes have been delivered in the workplace (80-100 words)

Part 2

Answer the questions below, and address the issues, concerns and problems that may present themselves in this case study.

Complete the below table using the information outlined in the case study.

Please note there is more than one issue to be addressed.

Discovery

Bases on the Case Study provide a summary of the issues that have been identified by the CEO. For

Considering the table prepared for Question 1, explain how you would prioritise and develop corrective action for each of the unresolved issues, including how you would address and satisfy concerns for all stakeholders. Please ensure that you address each issue listed in Question 1.

Action

Explain how the group dynamics can support or hinder team performance of National Camper Trailers (80-100 words).