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Provide Leadership Across The Organisation Argumentative

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Introduction and instructions:
The assessment for this Unit of Competency consists of three assessment tasks: 1. Project assessment 1 – requiring you to do presentation and submit incident report, risk analysis and updated risk register 2. Project assessment 2 – requiring you to prepare for a presentation, action plan and budget 3. Practical assessment – requiring you to prepare and conduct a training workshop Result:

The result of each assessment task will be either ‘Satisfactory’ (S) or ‘Not Satisfactory’ (NS). Once you have satisfactorily completed all assessment tasks for a unit of competency you will be deemed to be Competent(C). If you have not satisfactorily completed all assessment tasks you will be deemed Not Yet Competent and reassessment will be required, the manner of which will be dependent upon the type of assessment task(s).

Recommended text: Cole, K. Management Theory & Practice (Part 3) and IBSA Resources

Performance objective

Candidates will demonstrate knowledge and skills required to communicate organisational mission and goals. Assessment description

Using the workplace scenario information provided, you will address expectations of an organisation to investigate incidents in accordance with legal and organisational requirements. You will also address expectations to communicate organisational mission and goals to internal stakeholders. Procedure

1. Review the simulated business documentation, including policies and procedures, in the Appendix 1 ‘Max Lionel Realty’. Review templates contained in Appendix 2 ‘Templates’ for possible use or adaptation in completing assessment task requirements. 2. Review the information in Scenario 1 below. and fill out an incident report in connection with the WHS incident. Complete a risk assessment based on the information provided by the HR Manager. Update the organisational risk register. 3. Review the information in Scenario 2 below and prepare a presentation on the managers’ WHS responsibilities. Ensure you: explain the organisation’s mission, values and strategic directions explain the link between the organisation’s objectives, standards, relevant legislation and the responsibilities of managers and agents for a safe workplace state expectations of managers in a way designed to build commitment and support by managers; use persuasive language and deploy an appropriate leadership style use appropriate media to achieve objectives of presentation. 4. Deliver presentation.

5. Submit documentation as per specifications below.
Scenarios

Scenario 1
You are the Operations General Manager at Max Lionel Realty (MLR). You are responsible for the day-to-day running of the company. You oversee the coordination of activities that occur within the Residential, Commercial, and Investments branches of the company. You are responsible for overseeing projects which affect operations of the organisation as a whole. You work with the HR manager to coordinate systems and projects to achieve cooperation and coordination across the company. WHS Incident

A WHS incident recently occurred at the Commercial office of Max Lionel Realty. Although it is the Commercial Manager’s responsibility to investigate WHS incidents, they have not done so. You decide to step in. In accordance with the recently implemented WHS management system you must: investigate incidents

complete an incident report
perform risk assessment
update risk register.
The records you create of the incident need to be submitted to the HR Manager (assessor) for storage as per records management policy. Details of the incident
Last Wednesday, a client, who was running late decided to leave through the emergency exit and stairwell, falling and breaking her wrist. The exit door was blocked by boxes of paper.

Scenario 1 (continued)
One of the agents heard calls for help, managed to open the exit and help the client. Not realising what had happened, or the seriousness of the accident, the agent criticised the client’s high heels, implying that such a thing would never happen to a man. ‘Any sensible woman would take the lift’. The client was humiliated.

The client was taken to the Royal Women’s Hospital by ambulance. She is threatening to sue MLR for injuries, loss of income and mental trauma. Another agent noticed a strange odour and an oily substance on the stairwell. This agent reported the incident verbally to the Commercial Realty Manager. This incident has only just become known to the HR manager, who has been contacted by both the client’s lawyer and the Office of the Human Rights Ombudsman. Several incidents in which managers have failed to undertake WHS management system responsibilities have occurred recently. For example, record-keeping has been incomplete. Consultation with agents, WHS committee meetings not occurred. The organisation’s original target was to reduce the number of WHS incidents by 25%; however, after initial success, enthusiasm for the system has worn off and incident rates are only just lower than they were when the system was initiated.

Scenario 2
You are the Operations General Manager at Max Lionel Realty. You have recently investigated a serious WHS incident. You have determined that the incident may represent a systemic breakdown in compliance with the organisation’s WHS management system. This system has only recently been implemented and clearly the requisite practices have not been embedded. Your legal and ethical responsibility is clear. You have a legal and ethical responsibility as a manager to minimise workplace hazards. Moreover, in accordance with organisational change management processes, you need to ensure organisational support by regularly reviewing compliance and acting immediately to intervene to ensure organisational objectives and minimise risk. You need to ensure managers are aware of and comply with the following responsibilities under the WHS management system and WHS legislation: consult with agents on WHS issues to continually identify any potential risks regularly conduct WHS committee meetings to address risk across the organisation regularly assess potential workplace hazards

act proactively to reduce risk
update the risk register.
You have decided to prepare a presentation to managers to ensure compliance. Your objective is to ensure a smooth implementation of the WHS management system. Accordingly, you don’t want to single out or embarrass any one manager. Rather, you want to ensure enthusiastic support by underscoring the importance of implementation of the WHS management system with respect to Max Lionel’s mission and organisational goals. You will need to ensure you demonstrate and support ethical attitudes and practices. Specifications

You must:
plan and deliver a presentation to managers
submit:
incident report, risk analysis and updated risk register
presentation notes, PowerPoint slides, etc.
Your assessor will be looking for:
interpersonal skills to communicate and inspire trust and confidence of others and to ensure their cooperation and support risk management skills to analyse, identify and develop mitigation strategies for identified risks

knowledge of business ethics and their application
knowledge of leadership styles and their application
knowledge of legislation, codes and by laws relevant to the organisation’s operations
knowledge of organisation mission, purpose and values
knowledge of organisation objectives, plans and strategies
knowledge of organisational change processes.

Office Use:

Result: Satisfactory Unsatisfactory

Trainer’s signature:

Date:

Assessment 2 – Project Assessment 2

BSBMGT605B Provide leadership across the organisation

Student Name:

Date Submitted:

Performance objective

Candidates will demonstrate knowledge and skills required to influence groups and individuals. Assessment description

Using the workplace scenario information provided, you will plan the implementation and resourcing of an organisational change strategy, consult with various stakeholders, and implement a key part of the change strategy. At all stages, you will build support for the implementation. Note: You will need to keep copies of the work you undergo in this Assessment Task for further use in Assessment Task 3. Procedure

1. Review the simulated business documentation, including policies and procedures, in Appendix 1 ‘Max Lionel Realty’. Review templates contained in Appendix 2 ‘Templates’ for possible use or adaptation in completing assessment task requirements.
2. Review the scenario information below.
3. Develop action plan for implementation of the change strategy.
4. Develop a budget for the strategy.
5. Develop a communication plan for the change strategy.
6. Arrange a time to meet with CEO (your assessor) to discuss planning.

Prepare to: employ appropriate leadership style discuss plans and budget and gain support explain how plans meet organisational, legal requirements, etc. explain how communication plan accounts for needs of internal and external groups discuss modes of communication (e.g. presentations, flyers, posters, training notes, etc.) in implementation plans explain how plans align to organisational risk management plans, for example, explain how the change strategy mitigates certain risks outlined in the risk register discuss consultation with managers (key part of implementation). 7. Revise plans/budget based on consultation with CEO. Keep drafts of plans to provide evidence of consultation and continuous improvement. 8. Consult with managers (individuals chosen by your assessor to play the roles of managers) to implement part of change management strategy (inform managers, gain support, seek feedback and suggestions for improvement). Ensure you: employ an appropriate leadership style model and encourage ethical behaviour.
9. Revise plans/budget based on consultation with managers. Keep drafts of plans to provide evidence of consultation and continuous improvement. 10. Submit documentation as per specifications below.

Scenario
You are the Operations General Manager at Max Lionel Realty (MLR). The CEO, Max Lionel has asked you to initiate and implement a change strategy to improve organisational culture and ensure ethical and legal compliance of agents. Key outcomes of the strategy will be: development of an ethics charter for the business based on WHS responsibilities and Real Estate Institute of Victoria (REIV) Code of Conduct revisions made to existing policies and procedures to incorporate use of charter by agents training for managers and agents on use of charter, WHS responsibilities and legal/ethical responsibilities. Previous needs analysis for this strategy has uncovered characteristics and requirements of various groups and stakeholders: Agents (40)

Clients
Tenants/wider community
under stress; time poor
highly trained and competent in selling and managing real estate unaware of legal, ethical requirement; just want to please clients even if aware, have no idea how to apply to daily client practice unclear on overall strategic aims of MLR

culturally diverse.
cynical: e.g. ‘why do I have to pay attention to MLR’s internal business? I just want them to manage my property.’ time poor
not sure of MLR obligations and commitment to best-of-breed client service and ethical practice, REIV Code of Conduct feel that it’s the agent’s obligation to fill rental/lease properties according to client wishes: e.g. ‘I choose who lives in/leases my property’ culturally diverse.

sometimes feel discriminated against on basis of:
lifestyle
family status
cultural background
income, etc.
residential agents have been rude or insensitive on occasion: e.g. ‘you wouldn’t treat your rich clients or investment partners this way’ do not feel they are adequately consulted
residential/commercial agents/clients have let themselves in without consultation inspections are sometimes unannounced
feel that the real estate business is crooked
culturally diverse.
The following resources are available from preferred suppliers Ace Consultants: Human resourcing
Cost
Developer/writer
$120/hr
Advertising and promotions consultant
$150/hr
Quality assurance person/editor
$120/hr
WHS trainer/facilitator
$120/hr
Anti-discrimination trainer/facilitator
$120/hr
Mary Stewart (WHS consultant)
$150/hr
John Ng (CPA)
$150/hr
Pat Lee (Lawyer: anti-discrimination expert)
$150/hr
Other resourcing
Off-site training room (catered ) with space for ten people
$400/hr
Promotions package: email, social media, trade magazine placements, local newspaper copy. $4000
The total budget for the change strategy: $12,000
You will need to:
develop a draft action/implementation plan for the implementation of the strategy, including all activities to be undertaken develop a draft communications plan for internal and external stakeholders consider resourcing requirements and develop a draft budget consider modes of communication

include in action/implementation plan (and communication plan) a meeting with managers as a key part of building support for change strategy and gaining input meet CEO to approve draft planning documents

meet with managers to present draft strategy and gain input. Specifications

You must:
meet with CEO (your assessor) to approve change strategy
plan and deliver a presentation to managers
submit:
action plan for implementation, budget, communication plan
drafts of evolving planning documents
presentation notes, PowerPoint slides, etc.

Your assessor will be looking for:
interpersonal skills to communicate and inspire trust and confidence of others and to ensure their cooperation and support risk management skills to analyse, identify and develop mitigation strategies for identified risks knowledge of business ethics and their application

knowledge of leadership styles and their application
knowledge of legislation, codes and by laws relevant to the organisation’s operations
knowledge of organisation mission, purpose and values
knowledge of organisation objectives, plans and strategies
knowledge of organisational change processes.

Performance objective
Candidates will demonstrate knowledge and skills required to build and support teams. Assessment description
Using the workplace scenario information provided, and following on from work completed in Assessment Task 2, you will lead and support a team of managers to implement a change strategy. Procedure

1. Review the simulated business documentation, including policies and procedures, in Appendix 1 ‘Max Lionel Realty’. Review templates contained in Appendix 2 ‘Templates’ for possible use or adaptation in completing assessment task requirements. 2. Review completed work from Assessment Task 2.

3. Review the scenario information below.
4. Develop agenda for workshop and arrange time to meet with managers to workshop implementation of agent training. Arrange for the assessor to observe workshop. 5. Lead team workshop with managers. Ensure you:

set and complete objectives for work shop; determine how to ensure effective training of agents assign roles for each manager
model ethical behaviour and encourage ethical behaviour in team use an appropriate leadership style to achieve objectives
discuss organisational requirements such as legislation provide support for team as team generates ideas for how to produce effective training model innovative methods to generate ideas for training agents and achieving training objectives, for example, brainstorming, fishbone diagrams, 8Ps, flowcharting discuss, suggest, demonstrate and encourage innovative approaches provide constructive criticism, advice discuss leadership styles to be employed by managers in training discuss budget for training take notes from workshop to evidence participation.
6. Submit documentation as per specifications below.

Scenario
You are the Operations General Manager at Max Lionel Realty (MLR). You have initiated and begun implementation of a change strategy to improve organisational culture and ensure ethical and legal compliance of agents. Key outcomes of the strategy will be: development of an ethics charter for the business based on WHS responsibilities and REIV Code of Conduct (completed in Assessment Task 2) revisions made to existing policies and procedures to incorporate use of charter by agents (completed in Assessment Task 2) training for managers and agents on use of charter, WHS responsibilities and legal/ethical responsibilities (partly completed in Assessment Task 2). Managers have now been trained in WHS and ethics. It has been decided that managers will train their agents. Training objectives for agents

WHS:
Identify relevant legislation, standards codes, etc.
Fill out incident reports.
Perform risk assessment.
Fill in risk register.
Ethics:
Identify relevant legislation, standards codes, etc.
Use ethics charter: ensure clients, tenants etc are aware of charter (Revised customer service procedures mandate agents must ensure awareness). Follow REIV code of conduct: ensure honesty.
Act in non-discriminatory manner with clients tenants.
Managers will be accountable for planning and delivering training, assessing individual competence, periodically reviewing effectiveness of training, and considering ethical and WHS performance as part of periodic agent performance management in accordance with company policy. In addition to preferred suppliers, the following costs are associated with resources: Resource

Cost
Managers
$120/hr
Training rooms
$100/hr
Paper
$0.50/sheet
Projector
$100/day
All other training resources will be at your discretion and obtained in
accordance with the MLR procurement policy. You will need to:
meet with managerial team to discuss training and develop training/information sessions for agents according to agent needs assign roles for training
demonstrate encouragement and support for team and create positive work environment demonstrate innovative approaches
encourage innovative approaches to training.
prepare budget for team based on stated needs.
Specifications
You must:
meet with managers to workshop training of agents
submit:
agenda
team roles and responsibilities document
team budget
workshop notes.
Your assessor will be looking for:
interpersonal skills to communicate and inspire trust and confidence of others and to ensure their cooperation and support networking skills to ensure support from key groups and individuals for concepts/ideas/products/services knowledge of business ethics and their application

knowledge of leadership styles and their application
knowledge of legislation, codes and by laws relevant to the organisation’s operations
knowledge of organisation mission, purpose and values
knowledge of organisation objectives, plans and strategies
knowledge of organisational change processes.

Candidates will demonstrate knowledge and skills required to demonstrate personal and professional competence. Assessment description

In this Assessment Task, you will set out personal and professional goals in a professional development (PD) plan. Then, you will obtain third party verification of participation in networking or professional development to achieve goals set out in your PD plan. Procedure

1. Review templates contained in Appendix 2 ‘Templates’ for possible use or adaptation in completing assessment task requirements. 2. Reflect on your leadership skills in the context of your work or profession. Complete a professional development plan. Use template provided. 3. Complete three professional development activities identified in your PD plan (for example, training, networking, or professional development) designed to achieve goals and overcome weaknesses set out in your PD plan. Note: Ensure you gather third party verification of participation and performance in at least three activities, including at least two activities involving networking. Use template provided. Use reports from three different third parties. Acceptable third parties include: Your managers, superiors, trainers and assessors (for additional training undertaken), industry peers (for networking undertaken). 4. Submit documentation as per specifications below.

Specifications

You must:
plan professional activities in PD plan and perform three activities. submit:
professional development plan
third party report

Your assessor will be looking for:
interpersonal skills to communicate and inspire trust and confidence of others and to ensure their cooperation and support networking skills to ensure support from key groups and individuals for concepts/ideas/products/services knowledge of business ethics and their application.

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