Communicate with influence
Communicate with Influence
Learner Assessment Pack
BSBCMM511
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Australis Institute of Technology and Education (AITE) (Australia) Level-2, 25 George Street, Parramatta NSW 2150, Australia Email: [email protected] Website: https://aite.edu.au/
© 2020 Australis Institute
BSBCMM511 – Communicate with influence |
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Copyright Notice No part of this resource may be reproduced in any form or by any means, electronic or mechanical, including photocopying or recording, or by an information retrieval system without written permission from Precision Group (Australia). Legal action may be taken against any person who infringes their copyright through unauthorised copying. These terms are subject to the conditions prescribed under the Australian Copyright Act 1968. |
Disclaimer Precision Group (Australia) has made a great effort to ensure that this material is free from error or omissions. However, you should conduct your own enquiries and seek professional advice before relying on any fact, statement or matter contained in this document. Precision Group (Australia) is not responsible for any injury, loss or damage as a result of resource included or omitted from this material. Information in this course material is current at the time of publication. |
Version Control & Document HistoryAssignment
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Date |
Summary of modifications |
Version |
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14 July 2020 |
Version 1 final produced following assessment validation |
1.0 |
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22 June 2021 |
Version 1.1 produced following minor amendments to Short Answer Questions: Minor update to table headers in Short Answer Question 1. Updated Short Answer Question 2. Updated tick boxes in Observation Forms |
1.1 |
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9 November 2021 |
Version 1.2 fixed broken link in Case Study Overview for Bounce Fitness website |
1.2 |
Table of Contents
Resources Required for Assessment 10
Accessing Intranet Pages and External Links 12
Workplace Supervisor/Assessor Instructions 35
Part I. Identify Communication Requirements 38
Part II. Present Negotiation to Achieve Outcomes 63
Part III. Participate in and Lead Meetings 96
Assessment Workbook Checklist 115
Assessment Workbook Checklist 116
Learner Assessment Pack
Assessment Delivery
This Learner Assessment Pack is designed for you to complete the assessment for BSBCM511 – Communicate with influence (Release 1). It may refer to your own workplace/organisation, or to a simulated business provided by your assessor.
The assessment tasks include Short Answer Questions where you need to demonstrate your knowledge and understanding of the unit, and the Practical Assessment, where you need to demonstrate your skills required in the unit. It is recommended that you complete the Practical Assessments in your own workplace/organisation. If you don’t have access to a real workplace, you can complete the assessment in a simulated environment where resources and conditions similar to a workplace must be accessed. Ensure to discuss this with your assessor prior to commencing with the assessment.
Each Learner Assessment Pack is made up of four parts:
Assessment Delivery
Learner Information
Steps for Learner
Assessment Agreement
Assessment Tasks
Assessment Tasks, including:
Short Answer Questions
Practical Assessment
Assessment Workbook Checklist
Assessment Workbook Checklist
Recording
Record of Assessment
Before you commence your assessment, ensure that you have a good knowledge of the subject, have thoroughly read your Learner Resource, and clearly understand the assessment requirements and the expectations of the industry to which the assessment is related.
Assessments are designed to be completed using your industry/organisation, but your Registered Training Organisation (RTO) may assist you by contextualising the unit to be completed in a simulated workplace environment.
You will be required to demonstrate knowledge and skills which must be observed directly by your assessor. Where the observation task may be difficult for the assessor to directly observed, a video recording of the practical observation task must be submitted as supplementary evidence. Verification from at least one third-party signatory, and preferably two or more witnesses is required to confirm your demonstration of these practical knowledge and skills. These witnesses would usually be your current or recent supervisors, or your assessor.
The practical assessment tasks may be completed using your own workplace, a simulated environment, or a mix of both, as instructed by your assessor. To contextualise this assessment to your industry/organisation, you may be asked by your assessor to provide additional information based on your industry/organisation.
Instructions are given for each task. If you have questions, or unclear how to proceed, consult with your assessor.
Records of all aspects of the assessment must be kept in your Learner Assessment Pack
The record of assessment is a legal document and must be signed, dated, and a copy stored as required by your Registered Training Organisation (RTO).
Your Learner Assessment Pack:
Upon receiving your Learner Assessment Pack, discuss with your assessor the expectations and requirements of this assessment. You may also need to supply contact details of one or two work referees who can confirm your skills in the industry.
Discuss with your assessor if you intend to undertake the practical assessment tasks based on your employing organisation, in a simulated business, or in a mix of both.
Your Learner Assessment Pack is where you will get the task information. Complete each task as instructed using either your own workplace, or using a simulated business, as discussed with your assessor.
After you complete your assessment, gather and submit your evidence documents as detailed in the task(s) in the timeframe agreed with your assessor.
Your assessor will advise you if there are any further steps for you to take to satisfactorily complete this assessment.
Reasonable Adjustment
Adapted Reasonable Adjustment in teaching, learning and assessment for learners with a disability – November 2010 – Prepared by – Queensland VET Development Centre
Reasonable adjustment in VET is the term applied to modifying the learning environment or making changes to the training delivered to assist a learner with a disability. A reasonable adjustment can be as simple as changing classrooms to be closer to amenities or installing a particular type of software on a computer for a person with vision impairment.
Why make a reasonable adjustment?
We make reasonable adjustments in VET to make sure that learners with a disability have:
The same learning opportunities as learners without a disability, and
The same opportunity to perform and complete assessments as those without a disability.
Reasonable adjustment applied to participation in teaching, learning and assessment activities can include:
Customising resources and assessment activities within the training package or accredited course
Modifying the presentation medium
Learner support
Use of assistive/adaptive technologies
Making information accessible both before enrolment and during the course
Monitoring the adjustments to ensure learners needs continue to be met
Assistive/Adaptive Technologies
Assistive/Adaptive technology means ‘software or hardware that has been specifically designed to assist people with disabilities in carrying out daily activities’ (World Wide Web Consortium – W3C). It includes screen readers, magnifiers, voice recognition software, alternative keyboards, devices for grasping, visual alert systems, digital note-takers.
IMPORTANT:
Reasonable adjustment made for collecting learner assessment evidence must not impact on the standard expected by the workplace, as expressed by the relevant unit(s) of competency. For example, if the assessment were gathering evidence of the learner’s competency in writing, allowing the learner to complete the assessment verbally would not be a valid assessment method. The method of assessment used by any reasonable adjustment must still meet the competency requirements.
Resources Required for Assessment
To complete the Practical Assessment projects, you will require access to:
Computer with internet and email access and a working web browser
Installed software: MS PowerPoint
A workplace that will allow you access to:
Workplace documentation including:
Policies and procedures relevant to the following:
presentation of workplace information to stakeholders
managing confidential information
Required for each meeting for Project 3:
Project Briefs
Meeting Minutes with previous action items
Reports
Other documents that the stakeholders involved need to review for each meeting
Information that will need to be communicated in the workplace. (e.g. a new product/service, changes in a process, rebranding or promotion of a product/service, new business project, etc)
This must include confidential information that you will manage and negotiate with in a meeting
Information on potential stakeholders in line with the information to be communicated
People, including:
One relevant personnel who will be authorising you to present information on behalf of the organisation/work area (e.g. manager or team leader)
At least two people from two target stakeholder groups to whom the information will be communicated
At least two stakeholders who will participate in each of the two meetings for Project 3
Opportunities to undertake at least two meetings, and another meeting to present information to be communicated with relevant stakeholders
Digital application for remote communication with video recording capabilities, e.g. Skype, Zoom, Microsoft Teams (if necessary)
If you will be taking the Simulated Workplace Assessment, you will require access to:
Four volunteers to participate in various role play activities, such as:
Fitness Instructors
Target Market representatives
Bounce Fitness centre managers
Bounce Fitness staff
Video camera or a mobile phone with video recording capabilities
Digital application for remote communication with video recording capabilities, e.g. Skype, Zoom, Microsoft Teams (if necessary)
A safe environment to conduct the role play activity
Accessing Intranet Pages and External Links
Throughout this workbook, you will be asked to access specific pages from the simulated business, Bounce Fitness. Links to these pages are formatted in Blue Text.
To access these, hold the Ctrl key for Windows users while clicking on these links. For Mac users, directly click the link.
The simulated business, Bounce Fitness, can be accessed by going to http://bouncefitness.precisiongroup.com.au.
Login to Bounce Fitness using the username and password provided by your Registered Training Organisation (RTO).
Assessment Agreement
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Instructions: Discuss and accomplish this section with your assessor before commencing then sign the confirmation at the end of this Agreement. |
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Have you signed off |
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Delivery Method |
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Classroom |
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Small Group |
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One-on-One |
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Online |
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Other (please describe) |
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Assessment Pathway (for Practical Assessment) |
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Learner’s Organisation (Pre-assessment meeting conducted) |
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Simulated Workplace Environment (Contextualised by RTO) |
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Assessment Conditions |
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Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry and include access to: |
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Workplace documentation and resources relevant to performance evidence |
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Organisation information, including organisational structure, goals, objectives and plans relevant to performance evidence |
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Assessors must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards. |
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I confirm that the activities and assessment completed as part of this unit are my own work and comply with all relevant copyright and plagiarism rules. I understand that if there is any doubt of the authenticity of any piece of my assessment, I can be orally examined, and the signatory of evidence records may be contacted. |
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Learner’s name |
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Learner’s signature |
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Date |
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Assessor’s name |
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Assessor’s signature |
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Date |
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End of Assessment Agreement
Learner Assessment Pack
Assessment Tasks
Complete all tasks in this assessment as instructed. If you have questions, consult with your assessor.
Contextualisation of Assessments by RTOs
Contextualisation is the process of modifying assessment tools to make learning more meaningful for your learners and their employers.
Precision Group (Australia) recommends that your RTO contextualise the assessment tools to suit particular industry requirements and specific organisational requirements before using them. Contextualisation must retain the integrity of the assessment and the outcome of the unit of competency.
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Question 1 |
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Complete the table by identifying the following: Name of your workplace/organisation The industry to which your workplace/organisation belongs Conduct research online or through other sources to identify the following information: At least two media organisations that can help promote your workplace/organisation At least two government organisations relevant to your workplace/organisation At least two specific industry events that your workplace/organisation can participate in Briefly explain how each of the identified information above is relevant to your workplace/organisation. Identify at least two communication channels that your workplace/organisation can use to communicate with your external stakeholders. Briefly explain how your workplace/organisation can use each communication channel to communicate with its external stakeholders. If you’re not currently in a workplace/organisation, refer to Bounce Fitness as your organisation. Access the link below to learn more about Bounce Fitness: Bounce Fitness |
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Name of your workplace/organisation |
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Industry to which the workplace/organisation belongs |
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Media Organisations |
Relevance to your Workplace/Organisation |
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Government Organisations |
Relevance to your Workplace/Organisation |
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Events |
Relevance to your Workplace/Organisation |
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Communication Channels |
Relevance to your Workplace/Organisation |
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Question 2 |
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In 50 words or more, discuss the importance of cross-cultural communication in the workplace. |
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Question 3 |
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Complete the table below: Identify at least three techniques for each of the workplace communication processes below. Techniques refer to ways on how you can demonstrate each of the communication processes provided below. Briefly explain how each technique can be demonstrated in the workplace. |
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Communication Process |
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How each technique can be demonstrated in the workplace |
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Negotiation, e.g. business deals |
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Mediation of conflict |
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Conflict Resolution |
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Incident de-escalation |
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Question 4 |
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Outline the steps for conducting structured meetings in the workplace. If you’re currently in a workplace, you can refer to the procedures from your organisation. |
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Steps in Conducting Structured Meetings in the Workplace |
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Question 5 |
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Outline the steps for conducting inclusive meetings in the workplace. If you’re currently in a workplace, you can refer to the procedures from your organisation. |
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Steps in Conducting Inclusive Meetings in the Workplace |
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Question 6 |
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Below are scenarios about workplace interactions involving meetings and presentations. Read each scenario and answer each question that follow about communication tone. |
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Scenario 1 The Marketing Manager of Bounce Fitness calls for a meeting with their team members to discuss new ideas for the promotion of the organisation’s training services. In the meeting, the manager must: Get at least one or two ideas from each team member Acknowledge and compliment the ideas Expound on interesting ideas Ask the team members to ask questions if the ideas are not clear to them |
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What tone can the Marketing Manager use when discussing with the team members? |
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Scenario 2 After meeting with the team members, the Marketing Manager set up a meeting with the CEO to present the new marketing ideas. In the meeting, the manager must: Introduce the ideas and their purpose, objectives, main points, and advantages Avoid making statements irrelevant to the ideas being proposed |
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What tone can the Marketing Manager use when presenting to the CEO? |
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Question 7 |
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Identify the four communication styles. For each communication style, provide at least one example of a situation when each is demonstrated in the workplace. |
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Communication Style |
Example |
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Question 8 |
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Below are scenarios involving workplace interactions. Read each scenario and answer each question that follow about communication structure. |
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Scenario 1 Jack is part of the team of Fitness Instructors under Bounce Fitness. Every week, the fitness instructors gather in the meeting room to talk about concerns their customers may have raised during the week. They all contribute solutions to solve the concerns of the customers. Aside from that, they also discuss about possible improvements they can implement for future tasks. |
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What is the communication structure present in the situation? |
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Scenario 2 Stephanie is the General Manager of Bounce Fitness. She receives an instruction to inform the employees about the new rule regarding office hours from the Vice President. She relays this information to each of the Department Heads. The heads will then relay the information to their respective team leaders, who will then disseminate the information to their members. |
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What is the communication structure present in the situation? |
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Question 9 |
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Access and review the following policies and procedures of Bounce Fitness relevant to confidentiality of information: Management of Electronic Information Protection Policies and Procedures Privacy and Confidentiality Policy Answer each question below for each of the policies and procedures reviewed using your own words. |
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Management of Electronic Information Protection Policies and Procedures |
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Identify the three electronic information covered under this policy. |
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Briefly discuss how Bounce Fitness ensures the protection of its electronic information. |
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Outline the steps to follow if a breach of security in electronic information occurred. |
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Privacy and Confidentiality Policy |
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Identify at least three methods of collecting personal information based on this policy. |
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Identify the three instances when the personal information from Bounce Fitness can be disclosed. |
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Outline the steps followed by Bounce Fitness in the event of loss of personal information. |
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Question 10 |
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Access and review the following policies and procedures of Bounce Fitness relevant to conducting meetings: Policy and Procedures for Meetings Style Guide Answer each question below for each of the policies and procedures reviewed using your own words. |
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Policy and Procedures for Meetings |
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Outline the four purposes of conducting staff meetings |
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Identify the two people who the Department Supervisor can appoint to chair a department or team meeting. |
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Outline the steps that you need to take if you are assigned as minute-taker for a meeting. |
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Identifty the person assigned to head negotiations during meetings. |
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Outline steps required when negotitating during a meeting |
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Identify when a presenter must be informed that they will be presenting. |
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Outline steps presenter needs to take to conduct a presentation during the meeting. |
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Style Guide |
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Outline the reason Bounce Fitness provides pre-designed and formatted PowerPoint presentations |
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Identifty the three situations when a PowerPoint presentation should be used as visual aid |
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Outline steps to take when creating a presentation using Bounce Fitness’ PowerPoint template. |
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The Practical Assessment is a set of tasks that must be completed in a workplace, or in an environment with conditions similar to that of a real workplace. To be assessed for this unit of competency, you must demonstrate your skills and knowledge to present and negotiate persuasively, lead and participate in meetings and make presentations to customers, clients and other key stakeholders. Wherever possible, this assessment must be completed in your own workplace, including the gathering of evidence. Where a current workplace is not available, you must conduct your practical assessment in an environment where conditions are typical of those experienced in a workplace. The environment must provide you access to all the resources required to complete this assessment. If you don’t have access to a suitable workplace, discuss with your assessor any adjustments required to the tasks to conduct a simulated workplace assessment. IMPORTANT! All signatures/initials in your submissions, including yours, must be handwritten and dated. Submissions with signatures/initials must be scanned. The supervisor/observer who completes and signs your evidence submissions must provide their real name, contact number, and email address for your assessor’s reference. Should you encounter issue or concerns regarding your assessment, contact your assessor. |
Workplace Supervisor/Assessor Instructions
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Dear Workplace Supervisor/Assessor, Thank you for allowing and assisting the learner to complete this project in (please tick at least one): the workplace. a simulated workplace environment. This project requires the learner to lead, participate and make presentations to customers, clients and other key stakeholders in the workplace. The learner will discuss with you the requirements they must complete and the resources they need to access in the assessment environment for this project. Your Role as the Learner’s Supervisor/Assessor There are activities in this project that will require your involvement. This includes: providing the learner access to the resources required for this project. participating in the activities included in this project, including: observing the learner as they complete these activities, signing the learner’s submissions, providing feedback on the learner’s performance, and providing guidance to the learner as they complete these activities in the selected assessment environment. testifying that the learner has completed these activities in accordance with the workplace standards, policies, and procedures, and in accordance with the requirements of this project. being contacted by the learner’s training provider through a phone call or email to further verify that the learner has completed the activities included in this project to a satisfactory level and to verify the authenticity of the learner’s document submissions. Discuss any queries about the project and associated requirements with the learner. If the learner cannot answer your questions about the project, please contact the learner’s assessor/training provider. |
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This project requires the learner to lead, participate and make presentations to customers, clients and other key stakeholders in the workplace. The project is divided into three parts: Identify Communication Requirements Present Negotiation to Achieve Outcomes Participate in and Lead Meetings Tasks and activities in this project assessment require you to have access to a workplace or a similar environment. Read the instructions in this project carefully before proceeding. Resources Required for Assessment Resources you need to access to complete this assessment are outlined in the Resources Required for Assessment section of this workbook and in the task overview of each part of the assessment. Forms and Templates Assessment forms and templates are provided in each task in this Project Assessment, unless otherwise specified. If you are currently in workplace, you may use similar forms and templates used by your organisation to complete the assessment. However, all requirements specified in the task must be included in your submissions. |
Assessment Pathway
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WORKPLACE PATHWAY |
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If you have access to a real workplace, it is recommended that you complete the project assessment in the workplace. Your workplace environment must provide you with access to the resources required to allow you to complete the assessments in this project. If you are completing this project using the workplace pathway, instructions in green boxes such as this are for you. IMPORTANT Before choosing this pathway, read through all the tasks and requirements in this project assessment and check with your workplace if you can complete the assessment within the workplace. |
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SIMULATED WORKPLACE PATHWAY |
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If you currently do not have access to a suitable workplace, or your workplace does not have the resources required for this assessment, use this pathway. Discuss with your assessor the resources required to allow you to complete the assessments in this project. If you are completing this project using the simulated workplace pathway, instructions in yellow boxes such as this are for you. |
Part I. Identify Communication Requirements
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Task Overview |
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This part of the project requires you to prepare the requirements of the information you will communicate in your organisation. Specifically, you are required to: Confirm authority to present information on behalf of an organisation or work area in accordance with organisational policies and procedures Identify information to communicate to relevant stakeholders, including confidential information Identify the objectives of the communication Prepare and plan for delivery of communication Develop a position in line with the information to be communicated Resources Required: To complete this project, you will need access to the following: A workplace that will allow you access to: Workplace documentation, including: Policies and procedures related to communicating workplace information: Presenting information in the workplace Managing confidential information in the workplace Supervisor or relevant personnel who will be authorising you to represent information on behalf of the organisation or work area Information that will need to be communicated in the workplace This must include confidential information that you will manage. Information needs of stakeholders in line with the information to be communicated These are information the stakeholders need to understand first before being able to participate in the meeting fully. |
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Legislation relating to maintaining confidential information: Privacy Act and the Australian Privacy Principles Ethical documents containing responsibilities in maintaining confidential information This can be based on documents such as Codes of Ethics that your organisation, or industry uses. Supplementary Resources for Simulated Workplace Assessment: At least one volunteer to undertake the role of the CEO from Bounce Fitness Video camera or a mobile phone with video recording capabilities A safe environment to conduct the role-play activity Templates required to complete this project are provided within this workbook. |
Task 1.1 Prepare and Plan Communication Requirements
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ASSESSMENT INSTRUCTIONS |
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Part A Seek the assistance of your supervisor or relevant workplace personnel to determine information which must be communicated within the organisation or work area. This can include but is not limited to: a new product/service changes in a process Work area can be a specific department of the organisation. (e.g. Marketing, Product Development, Finance, etc) Identify the person in authority who will give approval for you to communicate information on behalf of the organisation or work area. The person in authority can include but is not limited to the following: Your supervisor Your team leader The person in authority must be the person who has knowledge about the information to be communicated. Access and review your organisation’s policies and procedures related to communicating workplace information. These must include the following: Presenting information in the workplace Managing confidential information in the workplace Locate the Authority to Represent Business Form template provided within this workbook. Complete the form by: Identifying where the information will be communicated Indicate if this will be to the whole organisation or a specific work area only. Identifying at least one information to be communicated Outlining the organisational policy and procedures for communicating information in your organisation or work area |
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Locate the Observation Form provided within this workbook. The Observation Form outlines all the skills you need to demonstrate during this task. Provide your assessor a copy of the Observation Form. Review the instructions here and the skills outlined in the Observation Form. Arrange a time with your assessor to observe you in conducting the meeting. Discuss all requirements of the task with your assessor and prepare these before the consultation meeting. Your assessor will complete the Observation Form. If direct observation from your assessor is not possible, record the meeting in a video. Ensure to obtain permission first from person involved before doing so. Arrange a meeting with your supervisor/manager to discuss the information to be presented in the organisation or work area. Discuss the information in the Authority to Represent Business Form, specifically: The information to be communicated If the information will be communicated to the whole organisation or a specific work area only Procedures they will follow to communicate workplace information Have the person in authority approve your Authority to Represent Business Form. Have them sign the declaration at the end of the template to confirm approval of your representation on behalf of the organisation or work area. Their signature must be handwritten. |
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Part B Once you have confirmed authority to present information, locate the Delivery Plan template provided within this workbook. Prepare the plan: Identify the name of the organisation or the work area where information will be communicated Refer to the Authority to Represent Business Form. Identify at least one purpose of the communication you will deliver to the organisation or work area. Identify at least two objectives of the communication to be delivered Objectives are goals and situations your organisation wants to achieve from the meeting. Identify at least two desired outcomes from the communication Desired outcomes are the results your organisation expects after the meeting. Identify at least one position in line with the purpose of communication Your position must refer to the organisation’s take or opinion on the information. Identify the following to complete the context of communication: The information to be communicated At least one confidential information involved At least one reason for confidentiality of information Access and review the following documents relating to maintaining confidential information: Privacy Act, including the Australian Privacy Principles Ethical documents relating to maintaining confidential information based on what your organisation or industry uses Policies and Procedures of your organisation relating to maintaining confidential information |
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After reviewing the documents: Identify the organisational policy on managing confidential information and outline its procedures Identify the legal document on maintaining confidentiality within the organisation Identify at least two legal responsibilities on maintaining confidentiality Refer to the Australian Privacy Principles under the Privacy Act Identify the ethical document on maintaining confidentiality of information within the organisation Identify at least two ethical responsibilities on maintaining confidentiality based on this document. Identify the following to prepare information on the target stakeholders: Stakeholders are the people within or outside your organisation who will be impacted by the information to be communicated. At least two target groups who will be included in the meeting For each target group, briefly explain why they are chosen to participate in the meeting. At least two information the target stakeholder groups need to understand first before being able to participate in the meeting fully. The following sections will be completed in the succeeding task: Requirements of the stakeholders Outcomes desired by the stakeholders Potential issues the stakeholders can have regarding the information to be communicated Potential problems the stakeholders can have regarding the information to be communicated |
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Forums to present the information Communication and Presentation Styles Positions of the business in line with each of the objectives of communication One supporting argument for each of the positions identified Your plan must be written using language appropriate for the target stakeholder groups. Submit the following to your assessor: Authority to Represent Business Form Video recording of the meeting (if direct observation with assessor is not possible) The Delivery Plan will be submitted after completing the succeeding task. |
Part 1 Case Study Overview
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Project New Look |
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You are the manager of one of the centres of Bounce Fitness. You are working closely with the CEO and Executive Assistant regarding the project to rebrand Bounce Fitness. The CEO has been in discussion with the Board a plan to rebrand Bounce Fitness, starting with its logo and shirt design. This will be the company’s first rebranding in six years. A lot of new fitness centres have arisen in the last few years, so the CEO thinks that Bounce Fitness needs to redesign its look to attract new customers into the business. This aims to contribute to the achievement of the following organisational objectives: Continue to cultivate Bounce Fitness image as a premier long-term wellness program provider Increase market penetration The following is the proposed design for the rebranding: New Logo New Company Shirt The target groups for this plan includes the Bounce Fitness staff and customers, particularly the young people and over 50’s. The Bounce Fitness staff has an even mixture of male and female employees, with an average age range of 19 to 43. About 20 percent of them speaks English as a second language. Most of them directly work with customers. They will be able to reinforce the new brand and cultivate the Bounce Fitness image as a long-term wellness and health provider to current and prospective customers. Customers which include the young people and over 50’s are the key targets of this proposal as they are likely looking to improve on their health and fitness. They are also the target market for ongoing membership which is highly tied to the business objective. |
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When you present the information to them, the main concern will be the appeal of the new logo and shirt design to the target audience as well as when this will be commencing. It is important to let them know that this information is confidential at the moment, and only selected people from the Bounce Fitness staff and customers are invited to the preview. This information is confidential to avoid the risk of the idea being copied by competitors. Only the management is authorised to present other information relating to this plan in a staff meeting. The CEO is the person in authority will be the one to give you the approval to communicate the rebranding with the target groups on behalf of the organisation. Review the following resources to use as guidance when handling workplace information at Bounce Fitness: Communication Policy https://bouncefitness.precisiongroup.com.au/policies-and-procedures/human-resource/ Privacy and Confidentiality Policies and Procedures |
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SIMULATED ASSESSMENT INSTRUCTIONS |
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Complete the steps outlined in Task 1.1 and the additional steps outlined below. Part A Refer to Part 1 Case Study Overview to complete this task. Locate the Authority to Represent Business Form template and the Observation Form provided within this workbook. The Observation Form outlines all the skills you need to demonstrate during this task. Provide your assessor a copy of the Observation Form. Review the instructions here and the skills outlined in the Observation Form. Arrange a time with your assessor to observe you in conducting the role-play meeting. Discuss all requirements of the task with your assessor and prepare these before the role-play activity. Your assessor will complete the Observation Form. If direct observation from your assessor is not possible, record the meeting in a video. Ensure to obtain permission first from persons involved before doing so. Arrange a meeting with the CEO to discuss the rebranding of Bounce Fitness, specifically the new logo and shirt design as specified in the case study. You will require access to the following: At least one volunteer to assume the role of the CEO Video camera or a mobile phone with video recording capabilities A safe environment to conduct the role-play activity There’s no specific character brief to follow for this role play meeting. However, you must discuss with your volunteer relevant information regarding this assessment based on the Case Study Overview prior to commencing. Have the CEO (the volunteer) approve your Authority to Represent Business Form. Have them sign the declaration at the end of the template to confirm approval of your representation on behalf of the organisation or work area. Their signature must be handwritten. |
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Part B Locate the Delivery Plan template provided within this workbook. Prepare the plan: Identify the name of the organisation or work area where information will be communicated Refer to the Authority to Represent Business Form. Identify at least one purpose of the communication you will deliver to the organisation or work area. Identify at least two objectives of the communication to be delivered Objectives are goals and situations the organisation wants to achieve from the meeting. Identify at least two desired outcomes from the communication Desired outcomes are the results the organisation expects after the meeting. Identify at least one position in line with the purpose of communication Your position must refer to the organisation’s take or opinion on the information. Identify the following to complete the context of communication: The information to be communicated At least one confidential information involved At least one reason for confidentiality of information Access and review the following documents relating to maintaining confidential information: Privacy Act, including the Australian Privacy Principles Ethical documents of the organisation relating to maintaining confidential information Policies and Procedures of the organisation relating to maintaining confidential information After reviewing the documents: Identify the organisation’s policy on managing confidential information and outline its procedures Identify the legal document on maintaining confidentiality within the organisation Identify at least two legal responsibilities on maintaining confidentiality Refer to the Australian Privacy Principles under the Privacy Act |
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Identify the ethical document on maintaining confidentiality of information within the organisation Identify at least two ethical responsibilities on maintaining confidentiality based on this document. Identify the following to prepare information on the target stakeholders: Stakeholders are the people within or outside the organisation who will be impacted by the information to be communicated. At least two target groups who will be included in the meeting For each target group, briefly explain why they are chosen to participate in the meeting. At least two information the target stakeholder groups need to understand first before being able to participate in the meeting fully Submit the following to your assessor: Authority to Represent Business Form Video recording of the meeting (if direct observation with assessor is not possible) The Delivery Plan will be submitted after completing the succeeding task. |
Authority to Represent Business Form
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To the Learner: Complete the details below then have your supervisor/manager sign off the declaration below to confirm their permission for you to present this information on behalf of the organisation. |
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Learner Name: |
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Workplace/Organisation: IF presenting information in a specific work area, write NA or Nil. |
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Work Area IF presenting information in the whole organisation, write NA or Nil. |
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Information to be Communicated |
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Procedures for Communicating Workplace Information |
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Authorising Personnel Declaration TO THE AUTHORISING PERSONNEL: By signing in the spaces provided below, you are confirming that you give the learner undertaking this assessment the authority to: represent the business in undertaking a presentation on your behalf manage confidential information appropriately |
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Authorising Personnel name: |
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Position: |
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Workplace/Organisation: IF presenting information in a specific work area, write NA or Nil. |
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Work Area IF presenting information in the whole organisation, write NA or Nil. |
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Signature: |
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Date: |
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Delivery Plan
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Prepared by |
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Workplace/Organisation IF presenting information in a specific work area, write NA or Nil. |
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Work Area IF presenting information in the whole organisation, write NA or Nil. |
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Purpose of Communication |
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Objectives of Communication |
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Desired Outcomes from the Communication |
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POSITION ON THE PROPOSAL |
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CONTEXT OF COMMUNICATION |
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Information to be Communicated |
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Confidential Information |
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Reason for Confidentiality |
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Organisational Policy for Managing Confidential Information |
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Name of the Policy |
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Procedures for Managing Confidential Information |
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Legal Responsibilities to Maintain Confidential Information |
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Title of Legal Document |
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Legal Responsibilities in Maintaining Confidential Information |
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Ethical Responsibilities to Maintain Confidential Information |
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Title of Ethical Document |
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Legal Responsibilities in Maintaining Confidential Information |
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TARGET STAKEHOLDERS |
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Target Groups |
Relevance to Information |
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Information Needs of the Stakeholders |
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Information Needs of the Stakeholder Groups |
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Requirements of the Stakeholders |
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Requirements of the Stakeholders |
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Outcomes Desired by the Stakeholders |
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Outcomes Desired by the Stakeholders |
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Potential Issues and Problems |
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Issues |
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Problems |
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Forums to Present Information |
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Forums |
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Selected Forum |
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Communication and Presentation Styles |
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Communication and Presentation Style |
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Tone |
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Structure |
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Style |
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Positions Based on Objectives of Communication |
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Positions |
Supporting Arguments |
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Observation Form (For Assessor’s Use Only)
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INSTRUCTIONS TO THE ASSESSOR |
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The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form. Before observing the learner: Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment. Ensure that the learner understands the requirements of the task and the skill requirements before proceeding. For this assessment, the learner is required to discuss with their supervisor/relevant personnel the information to be communicated in the organisation or work area. Prior to conducting the meeting, discuss with the learner to ensure that they have access to the following: A safe environment to conduct the meeting (please tick at least one): the workplace: Indicate location of assessment. a simulated workplace environment: Indicate location of assessment. Assessment requirements (please tick all requirements found in the assessment environment): At least one person in authority. They can include but is not limited to the following: Your supervisor Your team leader For learner taking the Simulated Pathway assessment, it must include: At least one volunteer who will undertake the role of the CEO Authority to Represent Business Form template Video camera or a mobile phone with video recording capabilities Only if direct observation is not possible. |
Continued on the next page.
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Your Role as the Observer/Assessor You are required to observe the learner meet with the supervisor/relevant personnel to seek permission to discuss the information to be communicated with the people in the organisation. The learner will provide you a copy of the Observation Form which you must complete during the observation task. Select the method of observation to be conducted: Direct observation Assessor must be physically present in the assessment environment. Observation via video recording Learner and the assessment requirements must be present in the video recording. Complete the Observation Form for this task: Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task. Indicate the date when the observation is conducted. Tick each item in the form as ‘YES’ if the learner satisfactorily demonstrates each skill requirement based on the criteria provided. Write objective feedback on how the learner demonstrated each skill requirement based on your observation. Tick each item in the form as ‘NO’ if the learner does not satisfactorily demonstrate each skill requirement. Write objective feedback including additional information on how the learner can satisfactorily demonstrate this requirement for this task. Provide an overall feedback on the learner’s performance to assist the learner in addressing any areas of improvement. Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation. Discuss any further queries about the task and associated requirements with the learner before commencing. |
Observation Form begins on the next page.
Observation Form
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Learner Name: |
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Name of Workplace/ |
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Task Title Refer to task title. |
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Date of Observation: |
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Did the learner demonstrate the following during the meeting with supervisor/relevant personnel? |
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Comments |
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Use active listening to seek information and confirm understanding of the information to be communicated |
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During the meeting, did the learner: |
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Paraphrase the information before responding to the person’s query |
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Ask questions to the person to clarify what was said |
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Avoid interruption of the speaker |
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Use active questioning to seek information and confirm understanding of the information to be communicated |
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During the meeting, did the learner: |
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Use funnel questions to get into the details of the information |
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Avoid leading questions, and/or yes and no questions |
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Adapt personal communication style to build trust and respect for the opinions and values of the supervisor/relevant personnel |
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During the meeting, did the learner: |
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Encourage the supervisor/relevant personnel to share their opinions regarding the information to be communicated |
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Recognise and consider the supervisor/relevant personnel’s opinion in deciding details of information to communicate |
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Adjust vocabulary language to maintain the effectiveness of the interaction |
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During the meeting, did the learner: |
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Consider the age, gender, education, level, etc. of the supervisor/relevant personnel |
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Use terms commonly used in the organisation |
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OVERALL FEEDBACK TO LEARNER |
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ASSESSOR DECLARATION By signing here, I confirm that I have observed the learner, whose name appears above, perform/demonstrate the skills outlined in this Observation Form during the meeting. I further confirm that the information recorded on this Observation Form is true and accurately reflects the learner’s performance during this task. |
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Assessor Name: |
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RTO Name: |
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Signature: |
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Date signed: |
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Part II. Present Negotiation to Achieve Outcomes
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Task Overview |
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This part of the project will require you to present and negotiate with the target stakeholder groups with identified information to be communicated within the organisation or work area. Specifically, you will be required to: Identify the desires, needs, and requirements of stakeholders Identify potential issues and problems that can arise from the negotiation Prepare positions and supporting arguments based on the objectives of the communication Identify and select forums to present identified information Identify tone, structure, and style to be used when communicating and presenting to target stakeholder groups Undertake presentation to the target stakeholder groups Negotiate with stakeholders to achieve agreed outcome Follow up with stakeholders following presentation Evaluate presentation and identify areas of improvement Resources Required: To complete this project, you will need access to the following: A workplace that will allow you access to: People, including: At least two people from each of the two target stakeholder groups as identified in Part 1. Presentation materials that will contain information you will present to the stakeholders (e.g. PowerPoint presentation, paper handouts) Computer with internet access to send emails and to make presentation materials |
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Supplementary Resources for Simulated Workplace Assessment: At least four volunteers to undertake the role of the individuals in each of the two target stakeholder groups At least two volunteers will be the Bounce Fitness Staff At least two volunteers will be the young and old representative from the Target Market The volunteers from the Target Market do not necessarily have to be young and old. Volunteers must act and think like the age of the customer they are role-playing. Presentation materials that will contain information you will present to the stakeholders for the meeting with the stakeholders (e.g. PowerPoint presentation, paper handouts) Computer with internet access to send emails and to make presentation materials Video camera or a mobile phone with video recording capabilities A safe environment to conduct the role-play activity Templates required to complete this project are provided within this workbook. |
Task 2.1 Prepare Presentation for the Information to be Negotiated to the Target Stakeholder Groups
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ASSESSMENT INSTRUCTIONS |
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Access the partially completed Delivery Plan from Task 1.1. For this part of the assessment, you will need to identify the requirements for your target stakeholder groups to present the information to them. Determine the communication method on how you can access each member of your target stakeholder groups. Arrange a meeting with them, or write them an email to identify the following information: You must communicate with at least two individuals from each of the two target stakeholder groups identified. At least two requirements of the stakeholders regarding the meeting Requirements are needs or conditions the stakeholders have to proceed with the meeting. At least two outcomes desired by the stakeholders regarding the information to be discussed You will need to submit supplementary evidence of communication with target stakeholders to gather the information above. Evidence can include but is not limited to: Meeting minutes with the above requirements as discussion points, with handwritten signatures of each stakeholder PDF copy of email correspondence with responses from each of the stakeholders Collate and document the information gathered from each relevant stakeholder in the partially completed Delivery Plan. Complete the following sections of the template: At least two requirements of the stakeholders regarding the meeting At least two outcomes desired by the stakeholders regarding the information to be discussed |
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Complete the remaining sections of the Delivery Plan by providing the following information: Potential issues and problems At least two issues the stakeholders may have regarding the information to be discussed At least two problems the stakeholders may have regarding the information to be discussed Issues are concerns that are up for debate and usually have an existing solution. Problems, on the other hand, are difficulties that must be discussed to come up with a solution. Communication and presentation styles Based on the requirements and the target stakeholder groups that you have, identify the following which you will use when you present the information to them: The tone you will use when communicating with the target stakeholder groups Communication tone can either be formal or informal, depending on the audience you are speaking to. Examples of communication tones are enthusiastic, direct, apologetic, etc. The communication style you will use when communicating with the target stakeholder groups Communication style can be one of the following four types: passive, aggressive, passive-aggressive, and assertive. The structure of communication you will use when presenting to the target stakeholder groups. Communication structures refer to how information flows among the employees of an organisation. Your structure must be in accordance with your identified communication tone and style. |
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Positions on the information to be communicated At least two positions of the business regarding the information for discussion At least one supporting argument for each of the identified positions Positions and supporting arguments must be based on the objectives of communication identified in Task 1.1 and information for discussion. Forums to present the information At least two forums where the information to be communicated can be presented (e.g. meeting room, online applications such as Skype, Zoom, etc.) Select a forum that will be used when you present to the two target stakeholder groups Forums must be appropriate modes to discuss the identified objectives of communication. Locate the Presentation Checklist provided within this workbook. The Presentation Checklist outlines all the information that must be included in the material you will present in the meeting with the target stakeholder groups. Provide your assessor a copy of the Presentation Checklist. Review the information outlined in the Presentation Checklist. Prepare the presentation materials you need for the meeting with the two target stakeholder groups. Examples of presentation materials are the following: PowerPoint Presentation Handouts |
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You must have at least one presentation material for the meeting. It must contain the following information: Purpose of communication Objectives of the communication Information to be communicated to the organisation or specific work area as identified in Task 1.1 Confidential information Issues and problems regarding the identified information Positions of the business on the identified information and their respective supporting arguments. These must be based on the objectives of communication. The presentation material must be planned and designed appropriately for the target stakeholder groups. It must be in accordance with the presentation styles and forum identified in Step 4. |
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After you have prepared the presentation material, submit it to your assessor for review. Your assessor will review your submission against the Presentation Checklist items. Submit the following to your assessor: Supplementary evidence of communication with target stakeholders to gather the information on stakeholder requirements Evidence can include but is not limited to: Meeting minutes with the above requirements as discussion points, with handwritten signatures of each stakeholder PDF copy of email correspondence with responses from each of the stakeholders Completed Delivery Plan At least one presentation material Presentation material can be any of the following: PowerPoint Presentation Handouts |
Part 2 Case Study Overview
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Preparing the Presentation |
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After gaining approval from the CEO to share the plan to the selected stakeholders of the organisation, it is time to prepare the presentation of Bounce Fitness rebranding. The types of stakeholders included in the presentation and their respective needs must be considered in the overall planning and actual presentation. You must communicate with each target stakeholder and ask for possible requirements they have in order to proceed with the meeting and desired outcomes from the meeting. This will assist you to design your presentation for the target stakeholder groups appropriately. |
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SIMULATED ASSESSMENT INSTRUCTIONS |
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For this task, you will require access to: At least four volunteers to undertake the role of the individuals from the two target stakeholder groups. Each group must consist of at least two volunteers. Computer with internet access to send email to target stakeholders to obtain information Send an email to the stakeholders to enquire about information on the following: At least two requirements of the stakeholders regarding the meeting Requirements are needs or conditions the stakeholders have in order to proceed with the meeting. At least two outcomes desired by the stakeholders regarding the rebranding of Bounce Fitness Document the information gathered from each relevant stakeholder in the partially completed Delivery Plan. Complete the following sections of the template: At least two requirements of the stakeholders regarding the meeting At least two outcomes desired by the stakeholders regarding the rebranding of Bounce Fitness Complete the remaining sections of the Delivery Plan by providing the following information: Potential issues and problems At least two issues the stakeholders may have regarding the rebranding of Bounce Fitness At least two problems the stakeholders may have regarding rebranding of Bounce Fitness Issues are concerns that are up for debate and usually have an existing solution. Problems, on the other hand, are difficulties that must be discussed to come up with a solution. |
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Communication and Presentation Styles Based on the requirements and the target stakeholder groups that you have, identify the following which you will use when you present the rebranding of Bounce Fitness to them: The tone you will use when communicating with the target stakeholder groups Communication tone can either be formal or informal, depending on the audience you are speaking to. Examples of communication tones are enthusiastic, direct, apologetic, etc. The communication style you will use when communicating with the target stakeholder groups Communication style can be one of the following four types: passive, aggressive, passive-aggressive, and assertive. The structure of communication you will use when presenting to the target stakeholder groups Communication structures refer to how information flows among the employees of an organisation. Your structure must be in accordance with your identified communication tone and style. Positions on the rebranding of Bounce Fitness At least two positions of the business regarding the rebranding of Bounce Fitness At least one supporting argument for each of the identified positions Positions and supporting arguments must be based on the objectives of communication identified in Task 1.1 and information for discussion. |
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Forums to present the information At least two forums where the rebranding of Bounce Fitness can be presented (e.g. meeting room, online applications such as Skype, Zoom, etc.) Select a forum that will be used when you present and negotiate with the two stakeholder groups Forums must be appropriate modes to discuss the identified objectives of communication. Locate the Presentation Checklist provided within this workbook. The Presentation Checklist outlines all the information that must be included in the materials you will present in the meeting with the target stakeholder groups. Provide your assessor a copy of the Presentation Checklist. Review the information outlined in the Presentation Checklist. Prepare the presentation materials you need for the meeting with the two target stakeholder groups. Examples of presentation materials are the following: PowerPoint Presentation Handouts You must have at least one presentation material for the meeting. It must contain the following information: Purpose of communication Objectives of the communication Information to be communicated to the organisation or specific work area as identified in Task 1.1 Confidential information Issues and problems regarding the identified information Positions of the business on the identified information and their respective supporting arguments. These must be based on the objectives of communication. The presentation material must be planned and designed appropriately for the target stakeholder groups. It must be in accordance with the presentation styles and forum identified in Step 4. |
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After you have prepared the presentation material, submit it to your assessor for review. Your assessor will review your submission against the Presentation Checklist items. Submit the following to your assessor: PDF copy of email correspondence with acknowledgement from each of the stakeholders Completed Delivery Plan At least one presentation material Presentation material can be any of the following: PowerPoint Presentation Handouts |
Presentation Checklist (for Assessor’s use only)
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Learner Name: |
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Name of Workplace/ |
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Presentation Material Submitted: |
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Date of Review: |
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The material submitted by the learner: |
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Comments |
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Accurately includes the information to be presented |
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The material: |
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Contains the information to be communicated based on what was identified and authorised by the person in authority |
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Incorporated all information needed to be discussed in the meeting (positions, supporting arguments, confidential information, etc.) |
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Is appropriate to the needs of the target stakeholder groups |
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The material: |
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Includes the requirements of the stakeholders (see Requirements and Outcomes Desired section of the Delivery Plan) |
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Includes the desired outcomes of the stakeholders (see Requirements and Outcomes Desired section of the Delivery Plan) |
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Is appropriate to the context and purpose of communication |
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The material: |
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Introduces the identified information to be communicated |
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Contains the details related to the information to be communicated |
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Establishes the purpose of communication |
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Explains the connection of the meeting to the purpose of communication |
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Is in accordance with the desired outcomes |
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The material: |
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Strategically details information that will make the stakeholders agree to the information to be communicated |
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Gives focus on coming up with solutions for the stakeholders’ potential issues and problems |
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Is planned and designed appropriately for the target stakeholder groups |
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The material reflects: |
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The appropriate tone to be used in presenting to the target stakeholder groups, according to the identified tone in the Delivery Plan |
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The appropriate style to be used when delivering information to the target stakeholder groups, according to identified style in the Delivery Plan |
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The appropriate communication structure when communicating the identified information to the target stakeholder groups, according to identified structure in the Delivery Plan |
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Presents reliable information |
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The material: |
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Introduces the information authorised by the person in authority |
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Details the information according to the requirements and outcomes desired given by the target stakeholder groups |
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Contains information prepared in the Delivery Plan |
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ASSESSOR DECLARATION By signing here, I confirm that I have reviewed the presentation materials submitted by the learner, whose name appears above. I further confirm that the information included in the presentation materials are true and accurately reflect the identified information to be presented to the target stakeholder groups. |
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Assessor Name: |
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RTO Name: |
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Signature: |
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Date signed: |
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Task 2.2 Deliver Presentation
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After the discussion, you must follow up with the stakeholders regarding any issues or concerns they have in the discussion. This will be done in the succeeding task. This is an action item that would require you to follow up on further issues or concerns the stakeholders have but did not get to raise during the discussion. Document your discussion in the Meeting Minutes template provided within this workbook. At the end of the meeting, have each stakeholder sign beside their name in the Meeting Minutes template. Their signature must be handwritten. After the meeting, summarise the outcomes of the discussion in an email. Send a copy of the summary and the Meeting Minutes to each of the attending stakeholders. You will need to submit a PDF copy of the email correspondence containing the following: Date when the email was sent Stakeholders’ acknowledgement of the email Submit the following to you your assessor: Meeting Minutes PDF copy of the email correspondence containing the following: Date when the email was sent Stakeholders’ acknowledgement of the email Video recording of the meeting (if direct observation with assessor is not possible) |
Case Study Overview
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Presenting the Brand |
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After discussing the rebranding plan proposed by the CEO, it must be communicated with its staff and the representatives of its target market to determine their initial feedback regarding the plan. Bounce Fitness believes that relevant stakeholders must be informed about any major changes that are happening in the organisation. |
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SIMULATED ASSESSMENT INSTRUCTIONS |
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Conduct the presentation meeting through a role-play activity. You will require access to the following: At least four volunteers to undertake the role of the individuals in each of the two target stakeholder groups At least two volunteers will be the Bounce Fitness staff At least two volunteers will be the young and old representative from the Target Market The volunteers from the Target Market do not necessarily have to be young and old. Volunteers must act and think like the age of the customers they are role-playing. Presentation material prepared in Task 2.1 for the presentation with the target stakeholder groups Video camera or a mobile phone with video recording capabilities A safe environment to conduct the role-play activity Access the character brief from the link below: Presenting the Brand Character Brief https://bouncefitness.precisiongroup.com.au/supplementary-files/social-competence-bsbcmm511/ Review the character brief with your volunteers. Discuss this with them, including the requirements of the task so they can understand the role they need to undertake in the role-play activity. |
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Locate the Meeting Minutes template and the Observation Form provided within this workbook. The Observation Form outline all the skills you need to demonstrate during this task. Provide your assessor a copy of the Observation Form. Review the instructions here and the skills outlined in the Observation Form. Arrange a time with your assessor to observe you in conducting the role-play meeting. Discuss all requirements of the task with your assessor and prepare these before the role-play activity. Your assessor will complete the Observation Form. If direct observation from your assessor is not possible, record the role-play activity in a video. Ensure to obtain permission first from persons involved before doing so. Conduct the role-play activity with your volunteers. During the meeting, you must: Discuss the information to be communicated as included in the presentation material Identify at least two areas of common ground regarding the rebranding of Bounce Fitness Areas of common ground are the points of discussion the stakeholders agree on. These areas do not cause any argument among them. Identify at least two areas of potential compromise regarding the rebranding Potential compromise is the point of discussion the stakeholders initially disagree on but eventually reach an agreement after discussing. Encourage stakeholders to ask questions regarding the rebranding Summarise the outcomes of the discussion After the discussion, you must follow up with the stakeholders regarding any issues or concerns they have in the discussion. This will be done in the succeeding task. This is an action item that would require you to follow up on further issues or concerns the stakeholders have but did not get to raise during the discussion. Document your discussion in the Meeting Minutes template provided within this workbook. |
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At the end of the meeting, have each of your volunteers sign off beside their name in the Meeting Minutes template. Their signatures must be handwritten. After the meeting, summarise the outcomes of the discussion in an email. Send a copy of the summary and the Meeting Minutes to each of the attending stakeholders. You will need to submit a PDF copy of the email correspondence containing the following: Date when the email was sent Stakeholders’ acknowledgement of the email Submit the following to you your assessor: Meeting Minutes PDF copy of the email correspondence containing the following: Date when the email was sent Stakeholders’ acknowledgement of the email Video recording of the meeting (if direct observation with assessor is not possible) |
Meeting Minutes
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Purpose of the meeting |
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Facilitator |
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Notetaker |
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Attendees Please sign beside your name after the meeting. |
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Agenda Item 1 Discussion of Information to be Communicated |
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Discussion |
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Agenda Item 2 Areas of Common Ground |
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Discussion |
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Agenda Item 3 Areas of Potential Compromise |
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Discussion |
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Agenda Item 4 Summary of Discussion |
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Discussion |
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Observation Form (For Assessor’s Use Only)
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INSTRUCTIONS TO THE ASSESSOR |
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The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form. Before observing the learner: Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment. Ensure that the learner understands the requirements of the task and the skill requirements before proceeding. For this assessment, the learner is required to meet with the stakeholders to discuss and negotiate the identified information to be communicated. Prior to conducting the meeting, discuss with the learner to ensure that they have access to the following: A safe environment to conduct the meeting (please tick at least one): the workplace: Indicate location of assessment. a simulated workplace environment: Indicate location of assessment. Assessment requirements (please tick all requirements found in the assessment environment): At least four volunteers to undertake the role of the representative of each of the two stakeholder groups For learner taking the Simulated Pathway assessment, volunteers must include: At least two volunteers who will undertake the role of the Bounce Fitness staff At least two volunteers who will undertake the role of young and old representative of Bounce Fitness’s Target Market Meeting Minutes template Presentation materials prepared in Task 2.1 to be used for the meeting Video camera or a mobile phone with video recording capabilities Only if direct observation is not possible. |
Continued on the next page.
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Your Role as the Observer/Assessor You are required to observe the learner meet with the stakeholders to negotiate and present information regarding the information to be communicated. The learner will provide you a copy of the Observation Form which you must complete during the observation task. Select the method of observation to be conducted: Direct observation Assessor must be physically present in the assessment environment. Observation via video recording Learner and the assessment requirements must be present in the video recording. Complete the Observation Form for this task: Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task. Indicate the date when the observation is conducted. Tick each item in the form as ‘YES’ if the learner satisfactorily demonstrates each skill requirement based on the criteria provided. Write objective feedback on how the learner demonstrated each skill requirement based on your observation. Tick each item in the form as ‘NO’ if the learner does not satisfactorily demonstrate each skill requirement. Write objective feedback including additional information on how the learner can satisfactorily demonstrate this requirement for this task. Provide an overall feedback on the learner’s performance to assist the learner in addressing any areas of improvement. Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation. Discuss any further queries about the task and associated requirements with the learner before commencing. |
Observation Form
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Learner Name: |
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Name of Workplace/ |
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Task Title Refer to task title. |
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Date of Observation: |
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Did the learner demonstrate the following during the meeting with the target stakeholder groups? |
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No |
Comments |
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Use active listening to seek information and confirm understanding of the presentation |
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During the meeting, did the learner: |
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Paraphrase the information before responding to the person’s query |
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Ask questions to the person to clarify what was said |
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Avoid interruption of the speaker |
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Refrain from having side conversations with the other stakeholders |
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Use active questioning to seek information and confirm understanding of the presentation |
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During the meeting, did the learner: |
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Use funnel questions to achieve common ground and compromise |
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Use open questions to gather the opinions of the stakeholders |
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Follow relevant conventions in conducting the meeting |
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During the meeting, did the learner: |
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Prepare the presentation material prior to the start of the meeting |
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Confirm attendance of stakeholders invited |
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Keep the focus of the meeting into the agenda |
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Follow relevant protocols in conducting the meeting |
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During the meeting, did the learner: |
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Clarify the goal of the meeting prior to starting |
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Explain each point of discussion clearly |
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Disclose that only the management will have the authority to release this information |
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Demonstrate control over oral, visual, and/or written formats to achieve goals |
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During the meeting, did the learner: |
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Use the presentation material to present information to the target stakeholder groups |
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Use the presentation material to help the stakeholders visualise the information to be communicated |
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Take the lead in negotiating, collaborating, and presenting persuasively to stakeholders |
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During the meeting, did the learner: |
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Establish what they want to achieve at the end of the meeting |
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Discuss the advantages of the information being presented |
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Persuade the stakeholders that the information has a lot of advantages to bring to the business |
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Adjust language and presentation features to maintain the effectiveness of interaction |
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During the meeting, did the learner: |
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Use simple English terms to accommodate the target stakeholder groups |
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Apply the appropriate tone, style, and structure of communication identified when presenting to the stakeholders |
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Demonstrate high-level conflict resolution skills and the ability to engage stakeholders |
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During the meeting, did the learner: |
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Pay attention to the issues/concerns expressed by the stakeholders and act to address them |
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Find common ground and compromise for the satisfaction of all stakeholders |
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Use analytical processes to evaluate options, solve problems, and make decisions regarding the rebranding |
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During the meeting, did the learner: |
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Ask the stakeholders’ opinion to find more options in solving the disagreements that arose |
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Find the most workable solution that all stakeholders agree with |
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Provide an opportunity for the stakeholder groups to ask questions |
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During the meeting, did the learner: |
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Encourage the stakeholders to ask questions about the presentation |
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Ask the stakeholders if they can clarify any information not clear to the stakeholders |
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Adapt personal communication style to build trust with the stakeholders and show respect and value for their opinions |
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During the meeting, did the learner: |
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Listen to the concerns of the stakeholders |
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Open themselves in accepting criticisms on their proposal regarding the information |
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Understand information needs of others |
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During the meeting, did the learner: |
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Provide presentation material that will brief the stakeholders about the information to be discussed |
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Give time for the stakeholders to clarify their concerns regarding the information |
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Present reliable information |
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During the meeting, did the learner: |
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Introduce the information authorised by the person in authority |
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Discuss the requirements and desired outcomes given by the target stakeholder groups |
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Discuss the information prepared in the Delivery Plan |
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Answer questions clearly and concisely |
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During the meeting, did the learner: |
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Keep the response focused on the details of the question |
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Inform the stakeholder if they will need further information to respond to the question |
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Summarise the ideas in a short but meaningful response |
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OVERALL FEEDBACK TO LEARNER |
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ASSESSOR DECLARATION By signing here, I confirm that I have observed the learner, whose name appears above, perform/demonstrate the skills outlined in this Observation Form during the meeting. I further confirm that the information recorded on this Observation Form is true and accurately reflects the learner’s performance during this task. |
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Assessor Name: |
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RTO Name: |
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Signature: |
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Date signed: |
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Task 2.3 Follow-Up
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ASSESSMENT INSTRUCTIONS |
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Instructions below are for learners taking either the Workplace or Simulated Workplace Assessment. After the discussion, send an email to each member of your target stakeholder groups involved in the meeting. Follow up on any issues or concerns they have but did not get to raise during the meeting. This is to ensure all the stakeholders’ further concerns are addressed, even after the meeting. Follow-ups can include but not limited to the following: Further issues and concerns Further suggestions or recommendations Further actions they want to happen You must send a response as to what actions will be taken to address action items that the stakeholders have regarding the discussion. Submit a PDF copy of email correspondence with each member of your target stakeholder groups to your assessor. The email correspondence must contain the following information: Date when the email was sent Response of the stakeholders regarding any follow-ups Your response as to what actions will be taken to address further issues, concerns, suggestions, or actions the stakeholders have |
Task 2.4 Evaluate Presentation
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ASSESSMENT INSTRUCTIONS |
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Instructions below are for learners taking either the Workplace or Simulated Workplace Assessment. Locate the Evaluation Form template provided within this workbook. To complete the form, you must identify the following based on the presentation meeting conducted from Task 2.2: At least two aspects/areas of the presentation that went well At least two aspects/areas of the presentation that did not go well At least two areas of improvement for the presentation (refer to 1b) Areas of improvement must be based on the identified two circumstances that did not go well. They must address these circumstances to avoid repeating them. Submit the Evaluation Form to your assessor: |
Evaluation Form
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Learner Name: |
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Workplace/Organisation: |
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Date |
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ASPECTS/AREAS OF THE PRESENTATION |
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Aspects/Areas That Went Well |
Aspects/Areas That Did Not Go Well |
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AREAS OF IMPROVEMENT |
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Part III. Participate in and Lead Meetings
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Task Overview |
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This part of the project will require you to prepare for, participate in, and lead meetings at least two occasions in the workplace. Specifically, you will be required to: Identify opportunities to undertake at least two meetings Prepare meeting materials for each of the two meetings Undertake the meetings and summarise outcomes Distribute outcomes of the meetings to stakeholders
Resources Required: To complete this project, you will need access to the following: A workplace that will allow you access to: Workplace documentation required for each meeting, including but not limited to: Project Briefs Meeting Minutes with previous action items Reports Other documents that the stakeholders involved need to review for each meeting People, including: At least two stakeholders who will participate in each of the two meetings Opportunities to undertake at least two meetings within the workplace. Computer with Internet access to send meeting invites and materials
Supplementary Resources for Simulated Workplace Assessment: At least two volunteers to undertake the role of stakeholders for each of the two meetings Video camera or a mobile phone with video recording capabilities A safe environment to conduct the role–play activity
Templates required to complete this project are provided within this workbook. |
Task 3.1 Prepare for the Meetings
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ASSESSMENT INSTRUCTIONS |
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Seek your supervisor’s assistance to provide you with opportunities to undertake at least two meetings within the workplace. This can be any meeting conducted in the workplace, e.g. brief about a new project, business consultation, team catchup, etc. Determine the purpose, and at least one objective of each of the two meetings you will undertake. Determine the target date of each meeting. Identify at least two relevant stakeholders who will participate in each of the meetings to be undertaken. There must be at least two attendees in each meeting. Stakeholders can be the relevant staff of your organisation or external business contacts who must be involved in each meeting to be undertaken. Stakeholders will vary depending on the purpose of the meeting you will undertake. Enquire about the availability of each participating stakeholder to attend each meeting. Specifically, ask about the date and time of their availability and their preferred mode for each meeting. Mode of each meeting can be face-to-face physical meeting or remote meeting, depending on stakeholder availability and purpose of the meeting. In the enquiry, you must inform the stakeholder about the details of each meeting, specifically: The purpose of each meeting The objective of each meeting The target date of each meeting You will need to submit evidence of your enquiry of each stakeholder’s availability for each of the meetings to be conducted. Evidence will vary and can include but is not limited to the following: PDF copy of the email correspondence containing the stakeholders’ response regarding their available date, time, and preferred mode of the meeting Communication Log indicating the time and date of call or meeting with each relevant stakeholder, and their response regarding their available date, time, and preferred mode of the meeting Ensure that each evidence you submit demonstrates that you have confirmed each stakeholder’s availability prior to the set date of each meeting. |
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Prepare the materials required for each of the meetings. Where possible, these should be relevant to the information you will be discussing at each meeting. Materials can include but are not limited to: Project Briefs Meeting Minutes with previous action items Reports Other documents that the stakeholders involved need to review prior to the meeting Ensure that each meeting will have at least one material relevant to the information to be discussed. Once each stakeholder has confirmed their availability, send them an email invite informing them of the following: Purpose of each meeting At least one objective of each meeting Date and time of each meeting, set accordingly to agreed availability Location of the meeting, according to the preferred mode of the meeting Attached meeting materials You will be required to submit copies of email correspondence containing the confirmation of each stakeholder per meeting invite. Submit the following to your assessor: Evidence of enquiry of each stakeholder’s availability. This can include but not limited to the following: PDF copy of email correspondence containing the stakeholders’ response regarding their available date, time, and preferred mode of meeting Communication Log indicating the time and date of call or meeting with each relevant stakeholder, and their response regarding their available date, time, and preferred mode of the meeting PDF copy of email correspondence containing the stakeholders’ confirmation of their attendance for the meeting. |
Part 3 Case Study Overview
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Focus on Objectives and Expansion |
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You are the Administration Manager of the Bounce Fitness Head Office in Cairns. You are tasked by the CEO to prepare and lead two meetings in your centre to discuss the key focus of the organisation for the next quarter. The two key focuses are linked to the organisation’s business objectives: Increasing market penetration by 15% through the utilisation of marketing strategies Continue to cultivate the image as a premier long-term wellness program provider Meeting 1 The Board noticed the Sydney and Melbourne centres are falling behind in terms of the number of customer subscriptions. It was proposed that both centres increase their customer base by employing various marketing strategies. As the Administration Manager for the Cairns centre, you need to inform and guide the managers of the Sydney and Melbourne centres in increasing their customer subscriptions. You must discuss marketing strategies they can employ for their respective centres to achieve the business objective of increasing market penetration by 15% and also to increase their customer base, as stated above. Meeting 2 After reviewing the 20xx Strategic Plan, the Board is looking at a new business opportunity to penetrate the food industry. The organisation wants to evolve by expanding their focus on offered products and services. As Administration Manager for the Cairns centre, you thought it would be good to gather innovative ideas from the organisation’s Fitness Instructor and Marketing Employee. This is regarding potential business opportunities to achieve one of the business objectives for the incoming quarter, which is to continue to cultivate the image as a premier long-term wellness program provider. |
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SIMULATED ASSESSMENT INSTRUCTIONS |
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Complete this task by referring to Part III Case Study Overview and the link below to view the information you require for this task. Improving the Business Project Brief https://bouncefitness.precisiongroup.com.au/supplementary-files/social-competence-bsbcmm511/ You will require access to at least two volunteers to assume the roles of stakeholders for each meeting. The two volunteers can be the same people for the two meetings, but they must undertake two different roles for each meeting to be conducted. Enquire about the availability of each participating stakeholder to attend each meeting. Specifically, ask about the date and time of their availability and their preferred mode for each meeting. Mode of each meeting can be face-to-face physical meeting or remote meeting, depending on stakeholder availability and purpose of the meeting. In the enquiry, you must inform the stakeholder about the details of the meeting, specifically: The purpose of each meeting The objective of each meeting The target date of each meeting You will need to submit evidence of your enquiry of each stakeholder’s availability for each of the meetings to be conducted. Evidence will vary and can include but is not limited to the following: PDF copy of the email correspondence containing the stakeholders’ response regarding their available date, time, and preferred mode of the meeting Communication Log indicating the time and date of call or meeting with each relevant stakeholder, and their response regarding their available date, time, and preferred mode of the meeting Ensure that each evidence you submit demonstrates that you have confirmed each stakeholder’s availability prior to the set date of each meeting. |
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Prepare the following required materials for each meeting, based on the Improving the Business Project Brief: Business Objectives and KPI Research conducted on the following: Benefits of having a healthy café Focus points of Meeting 2 Once each stakeholder volunteer has confirmed their availability, send them an email invite informing them of the following: Purpose of the meeting At least one objective of each meeting Date and time of each meeting, set accordingly to agreed availability Location of the meeting, according to the preferred mode of the meeting Attached meeting materials You will be required to submit copies of email correspondence containing the responses of the stakeholders per invite. Submit the following to your assessor: Evidence of enquiry of each stakeholder’s availability. This can include but not limited to the following: PDF copy of email correspondence containing the stakeholders’ response regarding their available date, time, and preferred mode of meeting Communication Log indicating the time and date of call or meeting with each relevant stakeholder, and their response regarding their available date, time, and preferred mode of the meeting PDF copy of email correspondence containing the stakeholders’ confirmation of their attendance for the meeting |
Task 3.2 Undertake the Meetings
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ASSESSMENT INSTRUCTIONS |
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Locate the Meeting Minutes and Observation Form provided within this workbook. The Observation Form outlines all the skills you need to demonstrate during this task. Review the instructions here and the skills you outlined in the Observation Form. Arrange a time with your assessor to observe you in conducting the meeting. Discuss all requirements of the task with your assessor and prepare these before the consultation meeting. Provide your assessor a copy of the Observation Form. Your assessor will complete the Observation Form. If direct observation from your assessor is not possible, record each meeting in a video. Ensure to obtain permission first from persons involved before doing so. Arrange each of the meetings with the stakeholders to discuss each information identified in the previous task. The date and time of each meeting must correspond to the confirmed meeting invite. The prepared meeting materials must be brought to each of the meetings. Conduct each of the meetings. During each meeting, you must: Discuss the following information: The purpose of the meeting At least one objective of the meeting At least one issue that needs to be resolved in line with the identified objective of the meeting Seek consensus on the outcomes of each meeting based on the issue discussed. At least two agreed outcomes must be included in this discussion. Summarise the outcomes of the meeting Summary must contain the solutions and steps you and the stakeholders have decided to undertake for the execution of the business proposal. |
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SIMULATED ASSESSMENT INSTRUCTIONS |
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Conduct each meeting through a role-play activity. You will require access to the following: At least two volunteers to assume the roles of stakeholders for each meeting. The two volunteers can be the same people for the two meetings, but they must undertake two different roles for each meeting to be conducted. Meeting materials prepared from the previous task: Business Objectives and KPI Research conducted on the following: Benefits of having a healthy café Focus points of Meeting 2 Video camera or a mobile phone with video recording capabilities A safe environment to conduct the role-play activity Access the character brief from the link below: Improving the Business Character Brief https://bouncefitness.precisiongroup.com.au/supplementary-files/social-competence-bsbcmm511/ Review the character brief with your volunteers. Discuss this with them, including the requirements of the task so they can understand the role they need to undertake in the role-play activity. Locate the Meeting Minutes template and the Observation Form provided within this workbook. The Observation Form outline all the skills you need to demonstrate during this task. Review the instructions here and the skills outlined in the Observation Form. Arrange a time with your assessor to observe you in conducting the role-play meeting. Discuss all requirements of the task with your assessor and prepare these before the role-play activity. Provide your assessor a copy of the Observation Form. Your assessor will complete the Observation Form. If direct observation from your assessor is not possible, record each role-play activity in a video. Ensure to obtain permission first from persons involved before doing so. |
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Conduct each role-play meeting with your volunteers. The discussion and its outcomes must be based on the identified objective per meeting: Discuss business objectives for the next quarter to improve customer subscriptions Discuss plan to open a Healthy Café At the end of each meeting, have each of your volunteers sign off beside their name in the Meeting Minutes templates. Their signatures must be handwritten. Distribute the Meeting Minutes to each of the participating volunteers via email. You will need to submit a PDF copy of the email correspondence. The email you will send must include the following: Date when the email was sent This must show that the email was sent after each meeting was conducted. Summary of outcomes of each corresponding meeting Submit the following to your assessor: Two Meeting Minutes – one for each meeting undertaken PDF copy of the email correspondence containing the summary of outcomes of each corresponding meeting Video recording of each meeting (if direct observation with assessor is not possible) |
Meeting Minutes
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Date: |
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Location: |
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Purpose of the meeting |
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Facilitator |
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Notetaker |
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Attendees Please sign beside your name after the meeting. |
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Agenda Item 1 Purpose and Objective of the Meeting |
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Discussion |
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Agenda Item 2 Issue to be Resolved |
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Discussion |
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Agenda Item 3 Consensus on Meeting Objectives |
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Discussion |
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Agenda Item 4 Summary of Outcomes |
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Discussion |
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Observation Form (For Assessor’s Use Only)
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INSTRUCTIONS TO THE ASSESSOR |
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The assessor is to observe the learner as they complete the assessment task and skill requirements outlined in this Observation Form. Before observing the learner: Review and discuss with the learner the task instructions, and skill requirements which they need to demonstrate to complete this assessment. Ensure that the learner understands the requirements of the task and the skill requirements before proceeding. For this assessment, the learner is required meet with the stakeholders to discuss information that called for a meeting. Prior to conducting the meeting, discuss with the learner to ensure that they have access to the following: A safe environment to conduct the meeting (please tick at least one): the workplace: Indicate location of assessment. a simulated workplace environment: Indicate location of assessment. Assessment requirements (please tick all requirements found in the assessment environment): At least two stakeholders for each meeting to be undertaken. For learner taking the Simulated Pathway assessment, volunteers must include: At least two volunteers to assume the roles of stakeholders for each meeting. The two volunteers can be the same people for the two meetings, but they must undertake two different roles for each meeting to be conducted. Meeting Minutes template Meeting materials prepared from the previous task: Business Objectives and KPI for Meeting 1 Research conducted on healthy café for Meeting 2 Video camera or a mobile phone with video recording capabilities Only if direct observation is not possible. |
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Your Role as the Observer/Assessor You are required to observe the learner conduct a meeting with at least two stakeholders for each meeting. The learner will provide you a copy of the Observation Form which you must complete during the observation task. Select the method of observation to be conducted: Direct observation Assessor must be physically present in the assessment environment. Observation via video recording Learner and the assessment requirements must be present in the video recording. Complete the Observation Form for this task: Observe the learner demonstrate each skill requirement outlined in the form as they undertake the task. Indicate the date when the observation is conducted. Tick each item in the form as ‘YES’ if the learner satisfactorily demonstrates each skill requirement based on the criteria provided. Write objective feedback on how the learner demonstrated each skill requirement based on your observation. Tick each item in the form as ‘NO’ if the learner does not satisfactorily demonstrate each skill requirement. Write objective feedback including additional information on how the learner can satisfactorily demonstrate this requirement for this task. Provide an overall feedback on the learner’s performance to assist the learner in addressing any areas of improvement. Sign off the Assessor Declaration at the end of the Observation Form to confirm this observation. Discuss any further queries about the task and associated requirements with the learner before commencing. |
Observation Form
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Learner Name: |
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Name of Workplace/ |
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Task Title Refer to task title. |
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Date of Observation: |
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Did the learner demonstrate the following during the meeting with the relevant stakeholders? |
Yes |
No |
Comments |
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Use active listening to seek information and understanding of the meeting |
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During the meeting, did the learner: |
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Allow the stakeholders to voice out their sides regarding the information |
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Consider the opinions of the stakeholders in achieving consensus on the outcomes |
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Refrain from conversing with other stakeholders when someone is speaking during the meeting |
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Avoid doing unnecessary actions such as checking mobile phone, etc. |
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Use active questioning to seek information and understanding of the meeting |
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During the meeting, did the learner: |
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Use funnel questions to achieve consensus on the outcomes of the meeting |
☐ |
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Use open questions to gather the opinions of the stakeholders |
☐ |
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Use relevant communication protocols in the meeting |
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During the meeting, did the learner: |
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Introduce what the meeting is about |
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Let the stakeholders take turns in speaking |
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Avoid using negative words when disagreeing with a proposed solution |
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Contribute to the discussions |
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During the meeting, did the learner: |
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Ask questions about the information |
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Present own opinion regarding the information |
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Provide possible solutions for the issue of the meeting |
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Use analytical processes to achieve consensus on outcomes of the meetings |
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During the meeting, did the learner: |
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Identify the issue of the stakeholders regarding the information |
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Come up with several possible options for the solution of the issue |
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Decide on a solution that everybody agrees with |
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Lead the discussion in the meetings demonstrating the ability to engage and motivate the stakeholders |
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During the meeting, did the learner: |
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Ask questions to the stakeholders directly to encourage them to voice their opinions |
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Propose solutions while considering the opinions of the stakeholders |
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Adapt personal communication style to build trust with the stakeholders and show respect and value for their opinions |
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During the meeting, did the learner: |
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Listen to the concerns of the stakeholders |
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Include the opinions of the stakeholders in achieving an outcome for the meeting |
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Use relevant vocabulary language to maintain the effectiveness of the interaction with the stakeholders |
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During the meeting, did the learner: |
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Avoid using technical terms unfamiliar to the stakeholders involved in the meeting |
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Use standard English and followed the rules of grammar to avoid miscommunication |
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Answer questions clearly and concisely |
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During the meeting, did the learner: |
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Avoid the use of filler words for stalling such as “uhm”, “so”, “like” |
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Explain in a short but meaningful answer |
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Answer only what is asked and did not stray from the context of the question |
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OVERALL FEEDBACK TO LEARNER |
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ASSESSOR DECLARATION By signing here, I confirm that I have observed the learner, whose name appears above, perform/demonstrate the skills outlined in this Observation Form during the meeting. I further confirm that the information recorded on this Observation Form is true and accurately reflects the learner’s performance during this task. |
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Assessor Name: |
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RTO Name: |
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Signature: |
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Date signed: |
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Learner Assessment Pack
Assessment Workbook Checklist
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Instructions: Your assessor will review your submissions against the checklist below. This section is to be completed by your assessor. |
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The learner has completed the Short Answer Questions in this workbook |
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Short Answer Questions |
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The learner has completed the Practical Assessments in this workbook and has submitted all the required evidence: |
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Project Assessment |
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Task 1.1 Prepare and Plan Communication Requirements |
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Authority to Represent Business Form |
☐ |
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|
Task 2.1 Prepare Presentation for the Information to be Negotiated to the Target Stakeholder Groups |
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Evidence of Enquiry |
☐ |
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Delivery Plan |
☐ |
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At least one presentation material |
||||
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Task 2.2 Deliver Presentation |
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Meeting Minutes |
☐ |
|||
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Evidence of Email Correspondence |
☐ |
|||
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Task 2.3 Follow-Up |
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Follow-Up Email |
☐ |
|||
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Task 2.4 Evaluate Presentation |
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Evaluation Form |
☐ |
|
Task 3.1 Prepare for the Meetings |
|
|
Two Evidence of Enquiry |
☐ |
|
Two Meeting Invite |
☐ |
|
Task 3.2 Undertake the Meetings |
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|
Two Meeting Minutes |
☐ |
|
Two Email Correspondence |
☐ |
Learner Assessment Pack
|
Instructions: This section is to be completed by your assessor. |
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Assessment Details |
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|
Learner |
|
|
Course Code |
|
|
Unit of Competency |
BSBCMM511 – Communicate with influence |
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Assessor Name |
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|
RTO |
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|
Assessment Activity |
Satisfactory |
Needs more evidence |
||
|
Short Answer Questions |
||||
|
Short Answer Question 1 |
☐ |
☐ |
||
|
Short Answer Question 2 |
☐ |
☐ |
||
|
Short Answer Question 3 |
☐ |
☐ |
||
|
Short Answer Question 4 |
☐ |
☐ |
||
|
Short Answer Question 5 |
☐ |
☐ |
||
|
Short Answer Question 6 |
☐ |
☐ |
||
|
Short Answer Question 7 |
☐ |
☐ |
||
|
Short Answer Question 8 |
☐ |
☐ |
||
|
Short Answer Question 9 |
☐ |
☐ |
||
|
Short Answer Question 10 |
☐ |
☐ |
||
|
Practical Assessment |
||||
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Part I Task 1 Prepare and Plan Communication Requirements |
☐ |
☐ |
||
|
Part II Task 1 Prepare Presentation for the Information to be Negotiated to the Target Stakeholder Groups |
☐ |
☐ |
||
|
Part II Task 2 Deliver Presentation |
☐ |
☐ |
||
|
Part II Task 3 Follow-Up |
☐ |
☐ |
||
|
Part II Task 4 Evaluate Presentation |
☐ |
☐ |
||
|
Part III Task 1 Prepare for the Meetings |
☐ |
☐ |
||
|
Part III Task 2 Undertake the Meetings |
☐ |
☐ |
||
|
Context Details |
Satisfactory |
Needs more evidence |
|||
|
☐ |
☐ |
||||
|
☐ |
☐ |
||||
|
☐ |
☐ |
||||
|
☐ |
☐ |
||||
|
☐ |
☐ |
||||
|
☐ |
☐ |
||||
|
Supervisor/Observer Verification Log |
|||||
|
Supervisor/Observer Name |
Role in the Assessment |
Contact Details |
Date of Contact |
Supervisor/Observer verifies the learner’s submissions |
|
|
☐ Yes |
☐ No |
||||
|
☐ Yes |
☐ No |
||||
|
☐ Yes |
☐ No |
||||
|
☐ Yes |
☐ No |
||||
|
Assessor’s Comments |
|
Remarks/feedback |
|
Details of further evidence required |
|
Please tick the appropriate box. |
Yes |
No |
|||||
|
Comments and further action required are noted in the Learner Assessment Pack |
☐ |
☐ |
|||||
|
Results discussed and agreed to by the learner You have the right to appeal the outcome of your assessment. |
☐ |
☐ |
|||||
|
The Learner is |
☐ Competent ☐ Not Yet Competent |
||||||
|
Assessor’s signature |
Date signed |
||||||
|
I further confirm that I have verified the learner’s submissions by contacting the learner’s supervisor and/or observer whose names appear in the Supervisor/Observer Verification Log above. |
|||||||
|
After reassessment, the Learner is: |
☐ Competent |
☐ Not Yet Competent |
|||||
|
Assessor’s signature |
Date signed |
||||||
|
Learner’s Comments |
|
|
The signature confirms that I have submitted all my own work, and agree with the assessment decision and feedback. |
|
|
Learner’s signature |
Date signed |
End of Document
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