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Developing Organizational Policies and Practices

Back to Module at a Glance (https://waldenu.instructure.com/courses/80551/modules/items/2436554)

Competing needs arise within any organization as employees seek to meet their targets and leaders seek to meet company goals. As a leader, successful management of these goals requires establishing priorities and allocating resources accordingly.

Within a healthcare setting, the needs of the workforce, resources, and patients are often in conflict. Mandatory overtime, implementation of staffing ratios, use of unlicensed assisting personnel, and employer reductions of education benefits are examples of practices that might lead to conflicting needs in practice.

Leaders can contribute to both the problem and the solution through policies, action, and inaction. In this Assignment, you will further develop the white paper you began work on in Module 1 by addressing competing needs within your organization.

To Prepare:

DEVELOPING ORGANIZATIONAL POLICIES AND PRACTICES

RESOURCES

Be sure to review the Learning Resources before completing this activity. Click the weekly resources link to access the resources.

WEEKLY RESOURCES (https://waldenu.instructure.com/courses/80551/modules/items/2436568)

https://waldenu.instructure.com/courses/80551/modules/items/2436554
https://waldenu.instructure.com/courses/80551/modules/items/2436568

Review the national healthcare issue/stressor you examined in your Assignment for Module 1, and review the analysis of the healthcare issue/stressor you selected. Identify and review two evidence-based scholarly resources that focus on proposed policies/practices to apply to your selected healthcare issue/stressor. Reflect on the feedback you received from your colleagues on your Discussion post regarding competing needs.

The Assignment (1-2 pages):

Developing Organizational Policies and Practices

Add a section to the 2-3 page paper you submitted in Module 1. The new section should address the following in 1-2 pages:

Identify and describe at least two competing needs impacting your selected healthcare issue/stressor. Describe a relevant policy or practice in your organization that may influence your selected healthcare issue/stressor. Critique the policy for ethical considerations, and explain the policy’s strengths and challenges in promoting ethics. Recommend one or more policy or practice changes designed to balance the competing needs of resources, workers, and patients, while addressing any ethical shortcomings of the existing policies. Be specific and provide examples. Cite evidence that informs the healthcare issue/stressor and/or the policies, and provide two scholarly resources in support of your policy or practice recommendations. Due to the nature of this assignment, your instructor may require more than 7 days to provide you with quality feedback.

Submit your revised paper.

Before submitting your final assignment, you can check your draft for authenticity. To check your draft, access the Turnitin Drafts from the Start Here area.

1. To submit your completed assignment, save your Assignment as WK3Assgn_LastName_Firstinitial

2. Then, click on Start Assignment near the top of the page.

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Do developed countries contribute to corruption in developing countries?

This is a paper of Global Corruption course.

  • Choose one question/topic from the list of topics/questions provided below for your term paper.

1.Do developed countries contribute to corruption in developing countries?

2.Is the new media (e.g., Facebook, and Twitter) a promising anti-corruption tool? Explain your answer. You might want to take a position and defend it using evidence (e.g., fromjournal articles, media reports, websites, and blogs).

3.Is the traditional mainstream media an influential anti-corruption force? Explain your answer. You may want to take a position and support/defend it with evidence (e.g., from journal articles, media reports, websites, and blogs).

4.Do multinational corporations play any role in global corruption?

5.What are the major challenges in the fight against global corruption? How can those challenges identified be overcome?

6.Are any three recent empirical cases/examples of (global) corruption not discussed in this course? If yes, discuss these cases. For example, provide the necessary context/background to help the reader understand the case and the perpetrator(s) involved. Then, briefly explain any measures such as prosecutions and reforms taken or can be taken to prevent future occurrences.

7.Is corruption good for society? Discuss

  • 7-8 pages long (excluding references)
  • Minimum of 12 references – with at least seven from academic sources (e.g., journal, articles and book chapters)
  • Your answer should be in essay format with title, introduction, body, and conclusion. The title should reflect the paper’s focus. The introduction should provide an overview of the entire paper. This introduction should indicate the research topic/issue and why it matters, the paper’s research question or purpose, theory/concept, and data employed. The body can take different forms. The body can take different forms. For example, if applicable, you can discuss your theoretical/conceptual framework, which provides (1) an abstract answer for your research question/purpose and (2) structure for the paper’s analysis. Next, have another section or different logical sections addressing/answering your research question with evidence (e.g., scholarly work, media reports and so forth). Finally, in the conclusion section, you can remind the reader of the paper’s purpose and then state the key takeaways or main lessons (e.g., theory, policy, and future research implications) based on the paper’s analysis.
  • Clarity of expression is essential, so pay attention to grammar and choice of words, and use formal/academic tone and short sentences – up to 35 words per sentence.
  • The term paper should be typed and double-spaced (but use single space for references at the end), and it should be in either MS Word or PDF format
  • Use Times New Roman and Font Size 12 and leave a margin of 1 inch on either side.
  • paper should include appropriate title 
  • You can use any recognized referencing style (e.g., APA) for your in-text citations and references.
  • some videos that you can watch related to the course-
  1. https://www.youtube.com/watch?v=D9ylU2t-9Hs
  2. https://www.youtube.com/watch?v=DYBFVgazzKM
  3. https://www.youtube.com/watch?v=GJw7dwdaEm8&t=9s
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Process for Planning, Preparing and Rehearsing Presentation in the BCOM text as a guide for developing your presentation

the PowerPoint will inform how social media can help an organization improve in areas such as sales, performance, culture, or positive image. Your audience is the same manager; someone who is familiar with social media but wants to learn more about how they can use it to help their organization reach its goals.

Develop a PowerPoint presentation of 12–18 slides including:

  • A title slide.
  • An agenda slide.
  • An introduction slide.
  • Body content slides.
  • Conclusion slide.
  • A sources slide.

All slides count toward the required length. Start with your slide deck from the Week 5 assignment. Incorporate feedback you received from the professor and expand the presentation for this assignment.

Instructions

  • Revise your slide deck from Week 5 presentation, taking your professor’s feedback into account.
    • Revise the title slide.
    • Revise the agenda slide.
    • Revise the introduction slide.
  • Develop 10–15 body slides for your presentation that inform a manager how social media can be used to help an organization reach its goals.
    • Overview of issue or opportunity.
    • How a selected social media can be leveraged to resolve an issue or leverage an opportunity to help a company reach its goals.
  • As you develop your presentation, refer to the general design requirements found in Chapter 12 of your BCOM text.
  • Your presentation must be submitted in .PPT or .PPTX format. Other submission formats will be returned ungraded. Incorrectly formatted file submissions may be corrected and resubmitted for late credit.
  • Focus your work on clarity, writing mechanics, professional language, and appropriate style.
Requirements

The PowerPoint presentation must adhere to the following requirements:

  • Content:
    • Revise the first three slides of a presentation that addresses the use of social media in the workplace.
      • Include the title of the presentation, your name, and the presentation date on the title slide.
      • List the key points that outline the structure of your presentation on the agenda slide.
      • Provide an overview of the presentation purpose and its context to the target audience in the introduction slide.
    • Cover the purpose and key points of the presentation in 10–15 body slides with illustrations, images, and graphs/charts that reinforce the key points and purpose.
      • Use Figure 12.1 Process for Planning, Preparing and Rehearsing Presentation in the BCOM text as a guide for developing your presentation.
      • Use Figure 12.2 Presentation Planner in the BCOM text to organize the content for your presentation.
      • Use Figure 8.1 Inductive Outline Used in Persuasive Messages Sent in Written, Electronic, or Spoken Formin the BCOM text as a guide while developing the presentation purpose and key points.
    • Conclude the presentation using a single slide for the closing that contains a one-sentence wrap-up statement reinforcing the purpose of the presentation.
    • Provide the required number of two references; all references are peer-reviewed, academic references that are added to a sources slide after your closing slide using the Strayer Writing Standards.
  • Format:
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Writers Solution

Analyze Ms. Zeichner’s plan for developing her classroom management system

Discussion 4

Discussion Directions

After all you have learned in this course, it is time to think about how you would develop your own classroom management plan and philosophy. What theories and theorists stand out most to you? With which ones do you most closely identify? Let the following learning activity help you think of ways you would develop your own plan.

(https://kapextmediassl-a.akamaihd.net/gradEd/Media/ED522/ED522_1908D/ED522_U4_LA/story_html5.html )

Answer the following questions and respond thoughtfully to your classmates’ posts:

Analyze Ms. Zeichner’s plan for developing her classroom management system. Is it realistic or idealistic to seek input from all of these groups?
Based on what you have learned in this course, what theories or models would you incorporate into your own classroom management plan? Why did you choose these specific theories or models?
Would you seek input from students, administrators, and parents, like Ms. Zeichner? Explain why or why not. If so, what questions would you ask?
Getting off to a good start is key to effective classroom management. The Wongs’ classroom management model focuses on the first days of school and preparing your classroom for an effective school year. Review the principles of the Wong classroom management model.

How can you use the Wong classroom management model to ensure success in your classroom?
How can you apply Wong’s approach to your personal philosophy of classroom management?
Review your classmates’ posts. How are their answers similar to or different from yours? Explain.

Discussion 5

Topic 1: Implementing a Cooperative Learning Approach

There might be times when you as a teacher will want to think about changing your classroom management plan. You may come across new theories on your own, a fellow teacher might have a suggestion for you, or the decision to change might come from administration. In any case, you should be prepared to handle such a switch. Read the following case studies and answer each of the associated questions.

Case Study 1

Phillip Naylor was a high school student teacher. In a discussion at a weekly Seminar, he said, “Jones’ opinions on rules might make sense for elementary students, but they certainly do not apply to the high school where I teach. Listen, these students are tough with a capital T — they argue, threaten others, and fight. What will happen if I use some of these strategies that are focused on motivating the students instead of controlling student behavior? What we need are strict and specific rules — ones we can enforce.”

What reasons would you give to either support Jones’ beliefs about classroom management or to support Mr. Naylor’s comments?
How could you apply Jones’ model on classroom management in your classroom?
How can you address the needs of students with behavioral challenges?
Review a classmate’s post, looking for similarities and differences from your response. Compare your peer’s response with yours. Are there other ideas and perspectives you did not originally consider? Explain.

Case Study 2

As a preservice teacher, Sandi Williams was not sure about the effectiveness of using cooperative learning with diverse students. “OK, I know it works with those who are working on grade level. But I’m not sure about students with disabilities or special needs. Just how much can they contribute to or get out of a group? And gifted students like to compete. Cooperative learning takes away half of their fun! And it probably slows them down, too. Then there are those students who just like to goof off. With a cooperative learning group, they’ll just wait for someone else to do the work. Nope, I don’t see how cooperative learning helps diverse classes of students and I don’t see how it helps classroom management.”

Using the ideas of the Kagan model, respond to each of Sandi’s concerns.
Can cooperative learning groups work with a diverse population of students? Use the Kagan model of classroom management to develop a plan for effectively incorporating diverse students into cooperative learning groups.
What accommodations or modifications might she have to make to meet the needs of students with disabilities?
Review a classmate’s post. Compare and contrast your response with your peer’s response.

Discussion 6

Topic 1: Creating Your Classroom Management Plan and Reflecting on the Course

The discussions in this course include several components. You may not be able to address all of these questions in a single post. You will need to plan to return to the discussion several times during the week to weigh in on the questions. Please make sure you do so as part of both original posts as well as in replies to your classmates. Remember that your grade for the Discussion Board comprises both original postings and your contributions through replies. Both are great places to introduce new information, opinions, links, etc., and both are equally important to your grade.

In this course, you have reviewed numerous models of classroom management. Use these models to share the rules, consequences and rewards, procedures, strategies for motivating learners, and strategies for building a positive learning environment for your classroom.

Classroom Management Plan

List the following:

Rules (only 4–5)
Consequences & Rewards
Procedures
Discuss your strategies for addressing the following in your classroom:

Motivating all diverse learners.
Building a positive learning environment.
State and discuss the models or theories of classroom management that you used to inform your classroom management plan.

After you have posted your classroom management plan, please respond to your classmates and give them feedback and suggestions on their plans — what else might they do? Are there additional issues they could plan for or should have considered? Do you see some ideas that you might incorporate into your own plan?

Course Reflection

Reflect back on your initial response about classroom management in your introduction post.

How do you define classroom management now after completing this course?
What are the areas of classroom management that you now find most challenging after completing this course?
How have your responses to these questions changed since the beginning of the course?
How can you use the details learned in this course to inform your classroom management practices in your classroom?

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Management research indicates that developing self-awareness has several advantages: personal growth

Login into CONNECT and click the link called “Course wide resources and additional activities”. Click the self

assessment link called “Do you have what it takes to be a leader?” and assess your leadership style.

Based on these assessment identify potential areas of improvement and prepare a Personal Development Plan

(PDP). You should then access the learning logs and complete both learning logs as directed to prepare your

PDP.

Remember to follow APA guidelines for this assignment.

This assignment is worth 20% of your final grade.

LEARNING LOG CRITERIA AND EVALUATION FORM

Specific experiences teach specific lessons necessary for success. But it is critical, as T.S. Eliot said,

not to “…have the experience, and miss the meaning.” Managers we studied who went on to

become effective executives not only had the experiences but learned lessons from them. Center

for Creative Leadership Studies on Executive Learning

Management research indicates that developing self-awareness has several advantages: personal growth, career

development, and an enhanced ability to understand and have empathy with others. In their studies of

managerial and executive derailment, the Center for Creative Leadership found that successful managers: (1)

understand their values, personal styles, and strengths and weaknesses; (2) know the impact of these values,

styles, and strengths and weaknesses on their ability to effectively work with others and achieve their goals; and

(3) are quick to reflect upon and learn from their own experiences.

Despite these advantages, we often resist opportunities to increase our self-awareness. We try to protect our selfesteem.

We fear that learning something new about ourselves will be painful or may require us to change our

treasured and habitual ways of seeing, thinking, and behaving. We may think that we already know ourselves well

enough. Or we may not want to take the time out of our busy schedules to engage in self-reflection — like the busy

woodcutter who never takes the time to sharpen the saw and eventually loses the ability to cut wood. In short,

developing a willingness and ability to engage in self-reflection, is a critical leadership skill that is not easily learned

yet reaps many rewards.

Keeping a learning log is a structured way to develop this skill. This log is a confidential, written record of your

personal development through the class.

The first log can be 8 -10 pages, and each entry should be no more than

1-2 double spaced pages. The last entry, your comprehensive action plan for change, should be no more than 6

pages. Your learning log is a confidential document. Only I will read it. The following criteria will be used to

evaluate your learning log.

• Completion of assignment: You submit the log on time, answer specific questions when asked to

do so, and have complete entries for each assignment. All papers must be submitted on time or

they will be considered late and at least 10% points will be deducted from your grade. The number

of points deducted for late papers will be determined based on how late the paper is turned in. If

there are special circumstances, please discuss these with the instructor.

• Self-reflection: You demonstrate a willingness and ability to engage in self-reflection. You provide

examples from your own experience. You show an understanding of the consequences of your

values, attitudes, style, behavior, etc. on yourself, others, and the organization. 30%

• Conceptual understanding: You demonstrate a thoughtful understanding of conceptual materials

from class and integrate them, as relevant, into your log. 30%

• Application: You demonstrate a willingness and ability to take steps toward personal change. You

discuss in depth possible plans for action. 20%

• Written composition: The learning log is professionally presented: well-organized and well written

(including spelling, grammar, reasonable paragraph length, double-spaced, 12 point font, pages

numbered, no less than 1 inch margins, and staying within page limits). 10%

• Plagiarism and citations: Please ensure to cite any external material properly as this paper will be

scanned for plagiarism. 10%

N.B: Required Learning Log questions  set 1

                          Learning Log questions set 2

                          Personal development plan

Please see attached for document.

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developing an environment for an organisation or work area that supports the application of critical and creative thinking methods

Unit Code/s & Name/s BSBCRT511 Develop critical thinking skills in others
Cluster Name
If applicable N/A
Assessment Name Portfolio of Evidence Assessment Task No. 2 of 4
Assessor Name
Student Declaration: I declare that this assessment is my own work. Any ideas and comments made by other people have been acknowledged as references. I understand that if this statement is found to be false, it will be regarded as misconduct and will be subject to disciplinary action as outlined in the TAFE Queensland Student Rules. I understand that by emailing or submitting this assessment electronically, I agree to this Declaration in lieu of a written signature.
Student Signature Date / /
Instructions to Student General Instructions:
This task requires you to demonstrate the skills and knowledge requirements to develop critical and creative thinking skills in others within a workplace context, including:
• developing an environment for an organisation or work area that supports the application of critical and creative thinking methods
• identifying critical and creative thinking concepts and approaches, and their application to a workplace context
• facilitating relevant learning opportunities for others
• developing questions and prompt questioning to broaden knowledge and understanding of the team member cohort
• monitoring team skill development to develop recommendations on future learning arrangements to be implemented in future planning.
Assessment Conditions:
Time Allowed:
This task is to be submitted by the due dates advised in the Unit Study Guide. If a student requires an extension, then they must negotiate this with their Assessor prior to the due date.
Level of Assistance Permitted (If Any):
This is an open book assessment task. All work must be your own.
Students may:
• refer to learning resources, workplace and/or research further information
• ask the Assessor clarifying questions
• access the services of Studiosity to assist in interpreting questions or proof reading text
• be referred to learning support for additional assistance.
Students must seek any required assistance, reasonable adjustment or negotiate extensions with Assessor prior to due date.
Location:
This assessment is to be completed in a workplace or a simulated workplace including the classroom or home office environment.
Materials to be Supplied:
For this assessment, learners will need access to:
• internet, device and word processing software (can be accessed through TAFE campuses and facilities)
• the LMS and associated learning resources
• organisational strategic and operational plans
• workplace policies and procedures relevant to performance development
• relevant legislation, regulations and codes of practice
Assessment Criteria:
To achieve a satisfactory result, your Assessor will be looking for your ability to demonstrate the following key skills/tasks/knowledge to an acceptable industry standard:
• All tasks have been completed in full and have been completed to a satisfactory standard.
• Demonstrated knowledge and skills required to:
? develop an environment for an organisation or work area that supports the application of critical and creative thinking methods.
Work, Health and Safety:
• Follow TAFE Queensland Student Rules.
• Access TAFE Queensland Student Services for any additional support.
• Conduct risk assessments prior to any assessment task to ensure the safety of all participants and the environment.
• Ensure an ergonomically safe work environment to complete all assessment tasks.
Number of Attempts:
You will receive up to two (2) attempts at this assessment task. Should your 1st attempt be unsatisfactory (U), your teacher will provide feedback and discuss the relevant questions with you and will arrange a date your 2nd attempt. If your 2nd attempt is unsatisfactory (U), or you fail to attend the scheduled date for a 2nd attempt, you will receive an overall unsatisfactory result for this assessment task. Only one re-assessment attempt may be granted for each assessment task. For more information, refer to the Student Rules.
Submission details
(if relevant) Please refer to Unit Study Guide for due date.
Submission requirements:
• Review the Marking Criteria provided for this task to ensure you have evidenced all requirements.
• Follow the instructions in the LMS to submit your assessment, demonstrating your ability to:
• Follow organisational procedures for file naming, management and storage.
• Use business technology.
• Communicate professionally using appropriate terminology / language.
• Organise and present information professionally e.g. relevant documents / templates, formatting, grammar and spelling.
• Complete tasks in a timely manner.
TAFE Queensland Learning Management System:
Connect url: https://connect.tafeqld.edu.au/d2l/login
• Username; 9 digit student number
• For Password: Reset password go to: https://passwordreset.tafeqld.edu.au/default.aspx
Instructions to Assessor The students will demonstrate the skills and knowledge required to develop critical and creative thinking skills in others within a workplace context.
Assessors are to:?
• confirm expectations as detailed in Instructions to Student have been followed and met
• provide feedback on all assessment attempts and identify additional learning and/or practice required by the student before their second attempt
• use the Marking Criteria to record their assessment and feedback?
• negotiate to complete assessment tasks and/or resubmissions verbally, where the opportunity presents:?
? scribe the students response verbatim on the assessment task/marking criteria, and note the questions verbally addressed on the coversheet
? initial and date additional comments.
• Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.
Note to Student An overview of all Assessment Tasks relevant to this unit is located in the Unit Study Guide.

Assessment Instructions:
Completing this assessment allows you to show your skills and knowledge in developing critical thinking in others.
This assessment will require you to complete the following tasks:
Part A: Develop and conduct a survey to determine individual and team knowledge gaps in critical thinking concepts and practices
Part B: Develop a learning and development plan to identify skill and knowledge gaps and prepare two session plans (1 formal and 1 informal).
Part C: Develop an online learning resource on -Critical and Creative Thinking in the Workplace-
This assessment task is to be completed based on your workplace, or using the simulated workplace provided below – The Righteous Bean
Scenario (The Righteous Bean)
The Righteous Bean is growing, and the expansion in the past 6 months has been significant. Therefore, the number of locations and staff members has increased. The executive team would like you to work with groups of Righteous Bean team members to use critical thinking skills and teamwork strategies to devise new ways for the staff to network and get to know each other. Getting this process right will significantly contribute to the overall smooth operations, collaboration among team members, and continued productivity of The Righteous Bean as it evolves and will avoid growing pains and management issues in the coming months.
Part A: – Identify Skill and Knowledge Gaps
Before you can develop some of the employees critical thinking skills, you will need to identify the knowledge and skills they already have and the gaps.
Step 1. Develop and Administer Survey
• The Executive team have requested that you create a survey of at least 8 – 10 questions that will allow you to identify both individual and team knowledge gaps in critical and creative thinking. As new roles are being filled and staff are being moved to new and different locations, management has agreed that identifying knowledge and skill gaps among the team will be critical in developing procedures to boost operational efficiency and support new teams during this growth period.
• The survey must identify:
• The current level of knowledge and understanding of critical and creative thinking
• Knowledge gaps related to critical and creative thinking
• Gaps or barriers to applying critical and creative thinking in the workplace
• Opportunities available to use critical and creative thinking skills
• Additional support required
• Preferred learning methods
• Your survey must contain instructions for participants to know why the survey is being completed, how to complete the survey and who to return the survey to and by when.
• You must hand the survey out to 4 colleagues for them to complete and submit back to you. Depending on how you are completing this task, your 4 colleagues may either be real colleagues in your workplace, classmates, or friends/family members who play the role of simulated work colleagues when completing their surveys.
• You will be required to submit copies of your completed surveys, including participants names, as evidence for completing this part of the assessment.
Part B: Learning and Development Plan
Step 1. Develop a learning and development plan
• Complete a learning and development plan that will enable the development of critical thinking skills. You may use the template located in Appendix A or your organisational template
• Based on the completed surveys you have received, identify and list 3-5 gaps in the employees critical and creative thinking knowledge.
• For each identified gap in critical and creative thinking skills, explain the link between the gap and the effect this may have on work performance at The Righteous Bean (or your organisation).
• List the options available to address each skill and knowledge gap
• List who will receive the learning opportunity (based on your survey responses)
• List the resources required to deliver the learning opportunity
Step 2. Develop informal and formal learning opportunities
• Complete two (2) session plans for one (1) formal and one (1) informal learning opportunity that you can facilitate with the employees identified from your learning and development plan you completed in Step 3. You may use the template located in Appendix B or your organisational template
• Your recommendations in the plan should consider the critical and creative thinking research you have done and what types of models and actions best suit the facilitation of your identified learning opportunities.
Part C – Formal Learning – Develop Skills in Critical and Creative thinking
The Executive team would like you to develop online training titled -Critical and Creative Thinking in the Workplace-. The training video of about ten (10) minutes in length that is suitable for uploading to the organisations Intranet so that Managers can use it in team meetings and training sessions and is also available on-demand for people to revise

Step 1. Develop a PowerPoint presentation (or use other suitable software) on critical and creative thinking in the workplace:
You must cover the following issues in your presentation. However, you are free to include any other additional information that you consider would be helpful:
(a) Introduction – the purpose of the presentation and what you will be covering
(b) Definitions of and differences between critical and creative thinking
(c) Explanation of one critical and one creative thinking model
(d) Explanation of how critical and creative thinking can be used in the workplace and the benefits to the organisation
(e) Description of barriers to critical and creative thinking
(f) Description of processes that create a safe environment for critical and creative thinking in the workplace
(g) Discuss organisational policies/ procedures and legislation relevant to the application of critical and creative thinking in the workplace
(h) Summary and conclusion
Step 2. Using your presentation from Step 1, prepare a video recording of eight (8) to ten (10) minutes where you deliver the information suitable for use as a training resource. The options you have to do this are:
• Include audio on your PowerPoint
• Record yourself delivering the presentation using software such as Screen-cast-omatic
• Discuss with your Assessor other suitable options
When delivering your presentation, you must not just read the information contained in your presentation.
Step 3. – Upload your recording to Connect
Once you have completed all the above tasks, please submit all required documents to Connect.
• Four (4) completed surveys
• Completed learning and development plan
• Two (2) training plans (1 informal and 1 formal)
• PowerPoint (or similar) training resource with audio

Appendix A Learning and Development Plan
Critical Thinking Skills Learning and Development Plan
Skill/Knowledge to be developed Key benefits Identified L&D opportunities Who Resources
List the skill or development area that has been identified for the team/department. Indicate the key benefits of the learning opportunity to meet the team and/or organisation needs List options to meet the learning need. Include options that are informal, e.g., on-the-job as well as formal training programs List who will attend the L&D opportunity Provide details of the resources needed to deliver the learning and development

Appendix B Training Plan template
The purpose of this template is to structure communication for planned training or presentation of a topic. This is used to communicate with others in the team and organisation about the benefits of learning.
Training Plan
Training Topic
Delivery Method
Detail how the training will be delivered – informal/formal – lecture, discussion, case study role play, small group teaching, experiential learning, online learning etc
Learning Objectives
Briefly explain the aim and outcome to be achieved via the delivery of the presentation or training, e.g. skill building, development opportunity, the solution to a problem after a brainstorming session etc.
Learner Profile
Identify:
• who the target audience is
• current knowledge and skill levels
Topics to be covered in the training
List the topics that will be addressed in the training session. Essentially this is your plan for the training session
Evaluation
How will the effectiveness of the training be evaluated?

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Developing and nurturing relationships with clients, other professionals and third-party referrers

Business Management Skills
(DFMB3_AS_v1)
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Task 4 Not yet demonstrated
Not applicable
Task 5 Not yet demonstrated
Not applicable
Task 6 Not yet demonstrated
Not applicable
Task 7 Not yet demonstrated
Not applicable
Feedback (assessor to complete)
[insert assessor feedback]
Before you begin
Read everything in this document before you start your written assignment for Business Management Skills (DFMB3_AS_v1).
About this document
This document includes the following parts:
• Instructions for completing and submitting this assignment
• Task 1 — Developing and nurturing relationships with clients, other professionals and third-party referrers
• Task 2 — Developing business promotion plans
• Task 3 — Identifying risk and applying risk management processes
• Task 4 — Improving the business
• Task 5 — Managing team effectiveness and performance
• Task 6 — Performance management
• Task 7 — Develop a performance plan
How to use the study plan
We recommend that you use the study plan for this subject to help you manage your time to complete the assignment within your enrolment period. Your study plan is in the KapLearn Business Management Skills (DFMB3v1) subject room.
Instructions for completing and submitting this written assignment
Saving your work
Download this document to your desktop, type your answers in the spaces provided and save your work regularly.
• Use the template provided, as other formats will not be accepted for these assignments.
• Name your file as follows: Studentnumber_SubjectCode_Assignment_versionnumber_Submissionnumber
(e.g. 12345678_DFMB3_AS_v1_Submission1).
• Include your student ID on the first page of the assignment.
Before you submit your work, please do a spell check and proofread your work to ensure that everything is clear and unambiguous.
Word count
The word count shown with each question is indicative only. You will not be penalised for exceeding the suggested word count. Please do not include additional information which is outside the scope of the question.
Additional research
When completing this assignment, assumptions are permitted although they must not be in conflict with the information provided in the Case Study.
You may also be required to source additional information from other organisations in the finance industry to find the right products or services to meet your client’s requirements, or to calculate any service fees that may be applicable.
Submitting the written assignment
Only Microsoft Office compatible written assignments submitted in the template file will be accepted for marking by Kaplan Professional Education. You need to save and submit this entire document.
Do not remove any sections of the document.
Do not save your completed assignment as a PDF.
The written assignment must be completed before submitting it to Kaplan Professional Education. Incomplete written assignments will be returned to you unmarked.
The maximum file size is 20MB for the Written and Oral Assignment. Once you submit your written assignment for marking you will be unable to make any further changes to it.
You are able to submit your written assignment earlier than the deadline if you are confident, you have completed all parts and have prepared a quality submission.
Please refer to the Assignment submission/resubmission videos in the ‘Assessment’ section of KapLearn under your ‘Assignment Enrolment’ for details on how to submit/resubmit your written assignment.
Your written assignment and oral assignment must be submitted together on or before your due date. Please check KapLearn for the due date.
The written assignment marking process
You have 12 weeks from the date of your enrolment in this subject to submit your completed assignment.
If you reach the end of your initial enrolment period and have been deemed ‘Not yet demonstrated’ in one or more assessment items, then an additional four (4) weeks will be granted, provided you attempted all assessment tasks during the initial enrolment period.
Your assessor will mark your written and oral assignment and return it to you in the Business Management Skills (DFMB3v1) subject room in KapLearn under the ‘Assessment’ tab.
Make a reasonable attempt
You must demonstrate that you have made a reasonable attempt to answer all of the questions in your written assignment. Failure to do so will mean that your assignment will not be accepted for marking; therefore, you will not receive the benefit of feedback on your submission.
If you do not meet these requirements, you will be notified. You will then have until your submission deadline to submit your completed written and oral assignment.
How your written assignment is graded
Assignment tasks are used to determine your ‘competence’ in demonstrating the required knowledge and/or skills for each subject. As a result, you will be graded as either Demonstrated or Not yet demonstrated.
Your assessor will follow the below process when marking your written assignment:
• assess your responses to each question, and sub-parts if applicable, and then determine whether you have demonstrated competence in each question.
• determine if, on a holistic basis, your responses to the questions have demonstrated overall competence.
You must be deemed to be demonstrated in all assessment items in order to be awarded the units of competency in this subject, including:
• all of the exam questions
• the written and oral assignment.
‘Not yet demonstrated’ and resubmissions
Should sections of your assignment be marked as ‘Not yet demonstrated’ you will be given an additional opportunity to amend your responses so that you can demonstrate your competency to the required level.
You must address the assessor’s feedback in your amended responses. You only need amend those sections where the assessor has determined you are ‘Not yet demonstrated’.
Make changes to your original submission. Use a different text colour for your resubmission. Your assessor will be in a better position to gauge the quality and nature of your changes. Ensure you leave your first assessor’s comments in your assignment, so your second assessor can see the instructions that were originally provided for you. Do not change any comments made by a Kaplan assessor.
Units of competency
This written assignment is your opportunity to demonstrate your competency against these units:
Unit code Unit name
FNSRSK511 Undertake risk identification
FNSPRM613 Grow financial businesses
BSBLDR522 Manage people performance
BSBTWK502 Manage team effectiveness
FNSPRM612 Improve business of financial practices
Note that the written and oral assignment is one of two assessments required to meet the requirements of the units of competency.
We are here to help
If you have any questions about this written assignment, you can post your query at the ‘Ask your Tutor’ forum in your subject room. You can expect an answer within 24 hours of your posting from one of our technical advisers or student support staff.
Start here
Throughout this assessment we will be using a case study to explore the five (5) units of competency. You will need to read the case study first and refer to it throughout the subject.
The case study: Capital City Finance and Mortgage Brokers (CCF & MB), can be accessed from the subject room.
Business management skills
Background
Refer to the Case study business profile for Capital City Finance and Mortgage Brokers (CCF & MB) located in the subject room.
George and Mildred are very happy with the way you provide service to your clients and your contribution to building the business. They now want you to take the next step into a more senior role of general manager and turn your focus to expanding the business, by building relationships through strategic alliances with selected real estate agents, accountants and legal firms. They also want you to consider how CCF & MB can consolidate its relationships with its existing strategic partners.
Task 1 — Developing and nurturing relationships with clients, other professionals and third-party referrers
George and Mildred require you to write two (2) growth plans.
• The first growth plan will outline how you will strengthen the strategic relationships you already have with a number of real estate agents, accountant and legal firms.
• The second growth plan will outline how you will identify and foster new relationships with other real estate agents, accountants and legal firms
The layout and content of each plan should address the following:
• Identify the business objectives and needs.
• Capital City Finance and Mortgage Brokers (CCF & MB) does not have a vision statement. You will need to create one. (In the first growth plan you will outline how you developed, reviewed and finalised the vision statement).
• Outline the policies and procedures that are essential for the growth plan to be functional, effective and meet legislative requirements.
• Conduct sufficient market research to identify key relationship opportunities and what will be required to maintain and attract relationships.
• Outline how you could use and cooperate with other professionals and third parties to expand and enhance the reputation of the organisation.
• Segment the relationships and tailor the plan for each.
• Clearly identify the priorities for each relationship based on the overall vision and objectives of the business.
• Set appropriate growth targets.
• Develop an action plan to achieve the growth targets.
• Review existing business work activities and confirm they support the business growth plans.
• Outline who will need to be consulted during implementation of your plan.
• Outline how you will monitor and adjust the plan.
You can use a suitable template that you are familiar with or have found on the internet or you can utilise the template provided below.
When completing this task, assumptions are permitted, although they must not be in conflict with the information provided in the background information.
(1,000 words)
Student response to Task 1
Growth Plan 1
Background
Answer here
Vision statement
Answer here
Objective/s of the organisation
Answer here
Objective/s of the growth plan. What will be the success indicators?
Answer here
Essential policies and procedures
Answer here
Market research
Answer here
Relationships (maintain, strengthen, grow) and appropriate growth targets. Prioritise the relationships.
Answer here
Action Plan (repeat as required)
Due Date Task Task Owner Resources required
Answer here Answer here Answer here Answer here

Funding required
Answer here
Work practices review (What supports the plan and what might need to change)
Answer here
Who will need to be consulted during implementation?
Answer here
How will you monitor the implementation and adjust as required?
Answer here
Growth Plan 2
Background
Answer here
Vision (how you developed, reviewed and finalised the vision)
Answer here
Objective/s of the organisation
Answer here
Objective/s of the growth plan. What will be the success indicators?
Answer here
Essential policies and procedures
Answer here
Market research
Answer here
Relationships (maintain, strengthen, grow) and appropriate growth targets. Prioritise the relationships.
Answer here
Action plan (repeat as required)
Due date Task Task owner Resources required
Answer here Answer here Answer here Answer here

Funding required
Answer here
Work practices review (What supports the plan and what might need to change)
Answer here
Who will need to be consulted during implementation?
Answer here
Assessor feedback: Task 1 — Developing and nurturing relationships with clients, other professionals and third-party referrers
[insert feedback]
Date assessed: Click here to enter a date
Does the student need to resubmit? No
Questions that need to be resubmitted
First submission Not yet demonstrated
Resubmission Not applicable
To pass this subject, you will need to be assessed as DEMONSTRATED for either your first submission or your resubmission.
Task 2 — Developing business promotion plans
George and Mildred now require you to write two (2) promotional plans. The promotional plans can be on any aspect of the business (new clients, new products, new services etc.).
Task 2: Question 1
The layout and content of each plan should address the following:
• Research and identify target markets.
• Obtain market research data (or make assumptions) and identify key market data for the plan. This can include, for example, customer demographics, product types (i.e. census data if available), marketing media data (i.e. social media).
• Conduct a competitor analysis. Identify your major competitors (at least two (2)), with a competitor analysis developed for each competitor.
• Develop and review the business’ market position based on the research and competitor analysis.
• Develop the business brand and the benefits your business can offer.
• Identify the business’ products and/or services using a combination of research and your own personal experience
• Establish the objectives and targets of the promotion.
• Develop and select the appropriate promotional tools.
(1,000 words)
You may use any format for your plan; however, you are not permitted to simply answer the points above. If you are unsure as to how to write a plan, you can refer to the Business Growth and Marketing topic and use the suggested SMEAC format outlined in Part 6, Section 13. You may also refer to the internet for other examples of business or marketing plans.
A link providing guidance on how to develop a plan is available in the Toolbox.
You can also use the template below for your plan.
When completing this task, assumptions are permitted, although they must not be in conflict with the information provided in the case study.
Student response to Task 2: Question 1
Promotional Plan 1
Industry research (What industry are we in?)
Answer here
Market research (identify target markets, products and services)
Answer here
Competitor analysis (minimum of two (2) competitors)
Answer here
Business current position
Answer here
Products and/or services to promote
Answer here
Objectives and targets of the promotion
Answer here
Promotional tools and strategy
Answer here
Promotional Plan 2 (must be different to Plan 1)
Industry research (What industry are we in?)
Answer here
Market research (locate target markets, products and services)
Answer here
Competitor analysis
Answer here
Business current position
Answer here
Products and/or services to promote
Answer here
Objectives and targets of the promotion
Answer here
Promotional tools and strategy
Answer here
Task 2: Question 2
In the tables below, outline the tasks, steps, resources, personnel and timelines required to develop and implement the promotional plan.
(100 words)
Student response to Task 2: Question 2
Implementing the promotional plan 1
Task Steps required Resources required Who will complete this? Date to start Date to complete
Answer here Answer here Answer here Answer here Answer here Answer here
Implementing the promotional plan 2
Task Steps required Resources required Who will complete this? Date to start Date to complete
Answer here Answer here Answer here Answer here Answer here Answer here
Task 2: Question 3
You are required to monitor the progress of the promotional plans. Complete the tables below to demonstrate how you will monitor your promotional plan over a period of time.
Depending on the type of activity and how it is measured, an average may not be applicable. If not applicable, input N/A in the Average column.
(100 words)
Student response to Task 2: Question 3
Monitoring the promotional plan 1
Marketing plan targets Monitoring process Period one Period two Period three Period four Average
Answer here Answer here Answer here Answer here Answer here Answer here Answer here

Monitoring the promotional plan 2
Marketing plan targets Monitoring process Period one Period two Period three Period four Average
Answer here Answer here Answer here Answer here Answer here Answer here Answer here

Task 2: Question 4
You will need to assume that certain aspects of your promotional plan require an adjustment.
For example, ‘consistency of posts to social media not being maintained’.
To make adjustments to the promotional plan, complete the tables below.
(200 words)
When completing this task, assumptions are permitted although they must not be in conflict with the information provided in the background information.
Note to students: You can add lines to the tables if necessary
Student response to Task 2: Question 4
Adjusting the promotional plan 1
Identified task requiring adjustment Changes required
Answer here Answer here
Adjusting the promotional plan 2
Identified task requiring adjustment Changes required
Answer here Answer here
Assessor feedback: Task 2 — Developing business promotion plans
[insert feedback]
Date assessed: Click here to enter a date
Does the student need to resubmit? No
Questions that need to be resubmitted
First submission Not yet demonstrated
Resubmission Not applicable
To pass this subject, you will need to be assessed as DEMONSTRATED for either your first submission or your resubmission.
Task 3 — Identifying risk and applying risk management processes
George and Mildred have become very concerned about the potential risks that could jeopardise CCF & MB’s business operations. They were very impressed with your growth and promotional plans for CCF & MB so they have now moved you into more of a general manager’s role with expanded responsibilities, including managing CCF & MB’s risk.
Task 3: Question 1
As part of your new responsibilities, you are required to develop a risk management plan which:
• establishes the context for CCF & MB’s risk management plan and establish the boundaries of that context
• outlines the regulatory requirements (in particular who are the regulators)
• lists and explains the tools you will use in assessing the risks you identify
• identifies the stakeholders (both internal and external) you would consult in establishing context and assist with the identification of CCF & MB’s risks
• outlines the tools you would use in identifying CCF & MB’s risks
• identifies at least two risks and the organisational processes associated with that risk that
CCF & MB could face for each of the six categories of business risk; including strategic risks, compliance risks, financial risk, operational risks, market and environmental risks and reputational risks; with an appropriate risk statement for each identified risk.
Note: You may make any assumptions in producing your plan, but these should be documented either in the body of your plan or separately before you produce it. You are not permitted to simply answer the points detailed above.
(400 words)
Student response to Task 3: Question 1
Answer here
Task 3: Question 2
Refer to the email from co-worker identifying potential risk in the Toolbox. In the answer box below, write an email to management outlining the identified risk, your analysis, how you would evaluate the risk and suggest how the risk could be best treated.
(200 words)
Student response to Task 3: Question 2
Answer here
Task 3: Question 3
Refer to the risk treatment mapping guide in the toolbox. Using the following steps, complete the risk evaluation and treatment table below:
Step 1. Insert the risks that you identified in Question 1 into the table below.
Step 2. By using the risk treatment mapping guide in the toolbox, appraise the likelihood and consequence for each risk identified and include these in the table.
Step 3. Define how each risk can be treated, and whether a potentially serious risk should be escalated to management.
Step 4. Develop recommendations to mitigate identified risks.
Step 5. Provide recommendations on how to monitor and review the risks identified.
(200 words)
Student response to Task 3: Question 3
Answer here
Risk evaluation and treatment map
Risk identified
(through analysis) Likelihood
(risk evaluation criteria) Consequence Treatment
(comment if risk should be escalated to management for supervision) Mitigate identified risks
(provide recommendations to mitigate risk) Monitor
(include how to be monitored and how often to be reviewed)
Answer here Answer here Answer here Answer here Answer here Answer here

Task 3: Question 4
Take two (2) of the risks you identified in Question 1 and treated in Question 3. Create a scenario for both where the risk has escalated in likelihood and/or consequence due to the control strategy you applied not working effectively or the situation has changed.
Outline your recommendations for new controls.
Complete the table below.
(200 words)
Student response to Task 3: Question 4
Answer here
Risk Current Escalation factor New Recommended controls Who needs to be informed
L C L C
Answer here Answer here Answer here Answer here Answer here Answer here Answer here Answer here

Assessor feedback: Task 3 — Identifying risk and applying risk management processes
[insert feedback]
Date assessed: Click here to enter a date
Does the student need to resubmit? No
Questions that need to be resubmitted
First submission Not yet demonstrated
Resubmission Not applicable
To pass this subject, you will need to be assessed as DEMONSTRATED for either your first submission or your resubmission.
Task 4 — Improving the business
Over the last few months business for CCF & MB has been very good with a number of new clients coming on board as a result of implementing your business growth and marketing plans. However, neither you or the business owners are satisfied with maintaining the status quo; as you and they are committed to a program of continuous improvement.
You all feel that CCF & MB’s competitive advantage needs to be strengthened and a SWOT should be undertaken to establish CCF & MB’s strengths and weaknesses including benchmarking the business against the industry. You now decide that you will carry out a diagnosis of the business including a SWOT analysis and a benchmarking exercise to improve CCF &MB’s competitive advantage and its business. You are to produce a document covering your diagnosis, which will be distributed amongst CCF & MB’s key personnel.
As a minimum, your document should cover the following:
• Identify the business priorities, objectives, needs and requirements.
• The data and tools you have used as part of your diagnosis to identify CCF & MB’s competitive advantage.
• A SWOT analysis to identify CCF & MB’s strengths and weaknesses, its threats and opportunities.
• How you identified and sourced relevant benchmarking data.
• How you selected the key indicators (and who you consulted with) for your benchmarking exercise.
• A consolidated list of the areas for improvement (this must include at least three (3) different financial businesses) you have identified with a cost-benefit ratio established for each of them.
• Outline the stakeholders you consulted with to reach agreement on the areas of improvement and the success factors.
• Recommendations on the changes that may be required that will affect existing workflows or CCF & MB’s organisational structure.
• A high-level action plan that will implement and monitor the recommended changes to be made.
In addition to the learning material in Topic 1-2, Part 2, refer to the helpful links provided in the Toolbox.
(1,000 words)
Student response to Task 4
Answer here
Assessor feedback: Task 4 – Improving the business
[insert feedback]
Date assessed: Click here to enter a date
Does the student need to resubmit? No
Questions that need to be resubmitted
First submission Not yet demonstrated
Resubmission Not applicable
To pass this subject, you will need to be assessed as DEMONSTRATED for either your first submission or your resubmission.
Task 5 — Managing team effectiveness and performance
One of your key responsibilities as general manager is to develop and implement ways to improve the performance of CCF & MB’s consultants and other staff members.
Answer the following questions:
Task 5: Question 1
(a) Outline the team purpose, roles and responsibilities of the CCF & MB’s team.
(b) Using the ‘work plan’ template provided below, develop a work plan for CCF & MB. This can be done by using actions of your choice (i.e. nurturing leads to create clients). The work plan will also include who you will allocate various tasks to achieve the plan’s objective. The plan must be within CCF & MB’s organisational requirements and comply with legal requirements.
(c) Outline the stakeholders that you would need to consult with to ensure that the roles and responsibilities meet the CCF & MB’s operational plans, resource requirements and organisational processes.
(300 words)
Student response to Task 5: Question 1
Answer here
Work plan template
Action Allocated to Responsibility Timeframe allocated
Answer here Answer here Answer here Answer here

Task 5: Question 2
Describe the process you might follow when developing quantitative and qualitative performance criteria. You should explain how you ensure that the criteria relates to CCF & MB’s objectives and how to motivate and support staff members to achieve these objectives.
(200 words)
Student response to Task 5: Question 2
Answer here
Task 5: Question 3
How will you facilitate team member input into planning, decision making and operational aspects of team tasks?
(50 words)
Student response to Task 5: Question 3
Answer here
Task 5: Question 4
Locate a code of conduct, either in your workplace or on the internet. Modify and customise it to create a code of conduct that would meet CCF & MB’s business requirements.
Ensure that you upload a copy of the original code of conduct as well as your modified version.
You can use the information provided at ‘Workable’. The link is available in the Toolbox.
(150 words)
Student response to Task 5: Question 4
Answer here
Task 5: Question 5
What are the benefits of evaluating and monitoring staff members on a continuous basis?
(50 words)
Student response to Task 5: Question 5
Answer here
Task 5: Question 6
Why is it important to document the performance management process? Explain the possible consequences of not retaining appropriate records of this process.
(100 words)
Student response to Task 5: Question 6
Answer here
Task 5: Question 7
In what ways can you reinforce excellence in work performance through recognition and continuous feedback? How might you be able reward staff in non-financial ways?
(100 words)
Student response to Task 5: Question 7
Answer here
Task 5: Question 8
You have realised that the majority of staff really do not understand the performance management process, development program and legal requirements. You need to deliver a training session to cover the key aspects. Map out your training program in the training template below.
You will need to cover all steps of the performance management process in the Topics/Content of your training program.
At the Fair Work Ombudsman website, you will find an excellent managing performance program. You can use this to develop your training program. The link is provided in the Toolbox.
(200 words)
Student response to Task 5: Question 8
Answer here
Time Topic/Content Resources required
Answer here Answer here Answer here

Assessor feedback: Task 5 — Managing team effectiveness and performance
[insert feedback]
Date assessed: Click here to enter a date
Does the student need to resubmit? No
Questions that need to be resubmitted
First submission Not yet demonstrated
Resubmission Not applicable
To pass this subject, you will need to be assessed as DEMONSTRATED for either your first submission or your resubmission.
Task 6 — Performance management
Martin and Luis are working together on project involving the preparation for a loan application for one of CCF & MB’s most influential clients, a property developer. Martin missed a deadline and the whole project is now behind schedule by a week. This is the third time in a month that he has missed a deadline. Martin has had problems with meeting deadlines in the past and has already had a written warning.
As the general manager you have been monitoring Martin’s performance over the past month, providing informal feedback about his role in the project. Although he has made several improvements regarding his performance, his inability to meet deadlines has forced the delay of the client’s development a further month. CCF & MB made a commitment to the client that the loan application would be with the prospective lender two weeks ago.
The client is not happy that he does not yet have an approval and is considering cancelling the agreement he has with CCF & MB and going elsewhere.
Task 6: Question 1
You have arranged to meet with Martin to talk about the project and his input. How would you go about providing constructive feedback to Martin?
(100 words)
Student response to Task 6: Question 1
Answer here
Task 6: Question 2
Following your meeting with Martin you have decided to continue monitoring his performance for the purposes of evaluating where improvements can be made and provide feedback. Outline the process you have adopted to conduct this monitoring exercise.
Reference material is available in Topic 1-3, Managing people’s performance.
(100 words)
Student response to Task 6: Question 2
Answer here
Task 6: Question 3
Following your meeting with Martin, use the evaluation criteria listed in the table below. You should also include any additional criteria you think is applicable. Record and document comments regarding Martin’s performance in the performance appraisal checklist below.
(50 words)
Student response to Task 6: Question 3
Performance appraisal checklist
Evaluation criteria Rating 1–5 (5 best) Team leader/general manager comments
Attendance & punctuality Answer here Answer here
Dependability Answer here Answer here
Personal appearance Answer here Answer here
Productivity Answer here Answer here
Work quality Answer here Answer here

Task 6: Question 4
Using the template below, outline a learning and development plan for Martin.
(a) Explain how you will support this team member throughout the learning and development plan.
(b) How will you ensure you obtain their commitment and agreement to the development plan?
(100 words)
Student response to Task 6: Question 4
Answer here
Notes for completion:
• capability area: skill, knowledge or attribute the team member needs to acquire or improve.
• learning and development strategy(s): the development tools you select (such as coaching, training) to assist them to achieve the capability area
• required resources: any resources needed to achieve the chosen strategy (such as a computer etc.)
• start date: when they will start the strategy
• end date: when they will finish the strategy.
Capability area Learning and development strategy Required resources Start date End date
Answer here Answer here Answer here Answer here Answer here

Task 6: Question 5
If Martin’s performance continues to be unsatisfactory you will need to counsel and implement the organisation’s performance improvement process. Outline the steps (including the timeline) involved in taking an employee through the process.
A poor performance policy example is located in the Toolbox.
(200 words)
Student response to Task 6: Question 5
Answer here
Task 6: Question 6
Luis is basically the opposite to Martin. He meets deadlines and produces quality work. The project delays are not due to his work. You are considering training him to manage a new office that CCF & MB are considering opening on the other side of the country. He does not have management experience though.
You have also arranged to meet with Luis to talk about the project and his other work. How would you go about providing recognition and positive feedback to Luis?
(100 words)
Student response to Task 6: Question 6
Answer here
Task 6: Question 7
Following your meeting with Luis you have decided to monitor his management capability for the purposes of evaluating where improvements can be made and provide feedback. Outline the process you have adopted to conduct this monitoring exercise.
(150 words)
Student response to Task 6: Question 7
Answer here
Task 6: Question 8
Following your meeting with Luis, create an evaluation document. Use the below evaluation criteria template to record and document comments regarding Luis’ performance and capability as a manager in the performance appraisal checklist below.
(100 words)
Student response to Task 6: Question 8
Performance appraisal checklist
Evaluation criteria Rating 1–5 (5 best) Team leader/general manager comments
Attendance & punctuality Answer here Answer here
Dependability Answer here Answer here
Personal appearance Answer here Answer here
Productivity Answer here Answer here
Work quality Answer here Answer here
Management capability Answer here Answer here
Communication skills Answer here Answer here
Delegation skills Answer here Answer here

Task 6: Question 9
Using the template below, outline a learning and development plan for Luis.
(a) How will you support this team member throughout the learning and development plan to help him develop his management skills?
(b) How will you ensure you obtain Luis’ commitment and agreement to the development plan?
(250 words)
Student response to Task 6: Question 9
Answer here
Notes for completion:
• capability area: skill, knowledge or attribute the team member needs to acquire or improve.
• learning and development strategy(s): the development tools you select (such as coaching, training) to assist them to achieve the capability area
• required resources: any resources needed to achieve the chosen strategy (such as a computer etc.)
• start date: when they will start the strategy
• end date: when they will finish the strategy
Capability area Learning and development strategy Required resources Start date End date
Answer here Answer here Answer here Answer here Answer here

Assessor feedback: Task 6 — Performance management
[insert feedback]
Date assessed: Click here to enter a date
Does the student need to resubmit? No
Questions that need to be resubmitted
First submission Not yet demonstrated
Resubmission Not applicable
To pass this subject, you will need to be assessed as DEMONSTRATED for either your first submission or your resubmission.
Task 7 — Develop a performance plan
Task 7: Question 1
In order for CCF & MB to continue to meet their primary goal of ‘being a leader in offering broking services to the local community’, they have asked you, in your capacity as the newly appointed general manager, to develop a performance plan and establish some ‘key performance indicators’ (KPIs) for all customer service staff.
The objective of the performance plan is to focus on the organisation’s key goals and objectives in line with the ‘Service standards statement’ available in the toolbox.
Information on people performance can be sourced from the learning material Topic 1-3, People management.
(200 words)
Student response to Task 7: Question 1
Answer here
Task 7: Question 2
Write an email for circulation within the business that praises the team’s positive efforts and contributions over the last six months. Ensure that you are specific so as the team knows what they have done well and the impact that their actions.
(100 words)
Student response to Task 7: Question 2
Answer here
Task 7: Question 3
(a) What processes will you implement to identify and address issues, concerns and problems identified by team members?
(b) How will you encourage the team to participate and take responsibility for solving problems?
(c) How will you support the team to identify, participate and take responsibility for solving problems?
(d) What behaviours will you need to exhibit to promote teamwork and collaboration?
(300 words)
Student response to Task 7: Question 3
Answer here
Task 7: Question 4
In the template below, outline the communication that you will provide to key stakeholders (in particular George and Mildred, and the team). Identify at least five (5) stakeholders and advise of their preferred communication requirements.
(100 words)
Student response to Task 7: Question 4
Answer here
Stakeholder
(Name or role) Requirements
(What information and date) Frequency
(how often) Media
(meeting, report etc.)
Answer here Answer here Answer here Answer here

Task 7: Question 5
The team members are struggling to achieve the KPI’s established in your performance plan and have requested that you inform George and Mildred that they cannot be achieved without an additional administration staff member (maybe just part time). After discussion and consideration, you agree. Write an email to George and Mildred outlining the issue and develop a solid case for the recruitment of an additional staff member.
(100 words)
Student response to Task 7: Question 5
Answer here
Task 7: Question 6
In Task 6 there were some serious issues with a loan application for one of CCF & MB’s most influential clients, a property developer. The client is thinking of cancelling the agreement. Write an email to George and Mildred outlining the issue and how you have resolved it.
(100 words)
Student response to Task 7: Question 6
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Task 7: Question 7
The Tuckman’s theory focuses on the four (4) stages a team goes through as they develop and grow together over time.
To understand more about the four stages of team development use the link from MIT Human Resources and the video ‘Tuckman’s Stages of Team Development — the links are located in the Toolbox.
(a) For each of the four (4) stages of team development (forming, storming, norming and performing), describe the support you will provide the CCF & MB team to facilitate cohesiveness and teamwork. Include how you will change your leadership and management style to meet the needs of the team at each of the four stages of development.
(b) How would you consider the team members’ individual personality and emotional needs?
(300 words)
Student response to Task 7: Question 7
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Task 7: Question 8
One of the most difficult challenges a manager faces is to maximise performance while maintaining a positive work environment.
(a) Give three (3) examples of challenges that can arise when managers attempt to maximise productivity within a work team.
(b) For each of these challenges, provide a range of solutions to maintain team cohesion whilst maximising productivity — three (3) solutions for each challenge (a total of nine (9)).
Refer to the Toolbox for a helpful link.
(250 words)
Student response to Task 7: Question 8
Answer here
Challenge Solution 1 Solution 2 Solution 3
Answer here Answer here Answer here Answer here

Assessor feedback: Task 7 – Develop a performance plan
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Date assessed: Click here to enter a date
Does the student need to resubmit? No
Questions that need to be resubmitted
First submission Not yet demonstrated
Resubmission Not applicable
To pass this subject, you will need to be assessed as DEMONSTRATED for either your first submission or your resubmission

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Developing Global Leadership: A review of barriers and adjustments for international expansion

Choose 1 country that the organization you’ve been working on in this course could consider expanding into.   

(Caterpillar) 

Read the selected article from the University Library.

Read

  • Burkus, D. (2012). Essay: Developing Global Leadership: A review of barriers and adjustments for international expansion. International Management Review, 8(2), 83–84.

Analyze that potential international market by considering the 4 aspects of the Diamond of National Advantage: industry rivalry, demand conditions, related and supporting industries, and factor endowments

Analyze the forces (in the home market and international market) that will help the organization succeed with its expansion, and the forces that may act as barriers to that expansion. Refer to your analysis of strengths and weaknesses completed in Week 1, the Porter’s Five Forces worksheet from Week 3, and your analysis of the Diamond of National Advantage. 

Evaluate the 4 adjustments leaders must make when expanding internationally (Burkus, 2012). Recommend 1 specific leadership action for each adjustment, such as developing a global mindset, developing sensitivity to cultural differences, decentralizing, deciding on the level of involvement, etc.

Recommend whether the organization should expand into the chosen country and explain your rationale. 

Create a PowerPoint presentation to present your analysis and recommendation. Include the following sections in your presentation: 

  • A cover slide
  • An agenda
  • Identification of the country you have chosen (1 slide, with brief speaker’s notes)
  • 1 slide for analysis of each of the elements of the Diamond of National Advantage (4 slides, with speaker’s notes)
  • A summary of analysis of the forces that will help the organization succeed in the new country (1 slide, with speaker’s notes)
  • A summary of analysis of the forces that will hinder the organization’s success in the new country (1 slide, with speaker’s notes)
  • Leadership actions required to make the 4 adjustments identified by Burkus (2012)
  • A recommendation and rationale (1 slide, with speaker’s notes)
  • A conclusion
  • References

Support your Statements: Include citations in the speakers notes. 

Format your citations and references according to APA guidelines. 

Submit your assignment. 

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  • Developing Global Leadership: A review of barriers and adjustments for international expansion
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    Writers Solution

    Developing Global Leadership: A review of barriers and adjustments for international expansion. International Management Review

    Choose 1 country that the organization you’ve been working on in this course could consider expanding into.   

    (Caterpillar) 

    Read the selected article from the University Library.

    Read

    • Burkus, D. (2012). Essay: Developing Global Leadership: A review of barriers and adjustments for international expansion. International Management Review, 8(2), 83–84.

    Analyze that potential international market by considering the 4 aspects of the Diamond of National Advantage: industry rivalry, demand conditions, related and supporting industries, and factor endowments

    Analyze the forces (in the home market and international market) that will help the organization succeed with its expansion, and the forces that may act as barriers to that expansion. Refer to your analysis of strengths and weaknesses completed in Week 1, the Porter’s Five Forces worksheet from Week 3, and your analysis of the Diamond of National Advantage. 

    Evaluate the 4 adjustments leaders must make when expanding internationally (Burkus, 2012). Recommend 1 specific leadership action for each adjustment, such as developing a global mindset, developing sensitivity to cultural differences, decentralizing, deciding on the level of involvement, etc.

    Recommend whether the organization should expand into the chosen country and explain your rationale. 

    Create a PowerPoint presentation to present your analysis and recommendation. Include the following sections in your presentation: 

    • A cover slide
    • An agenda
    • Identification of the country you have chosen (1 slide, with brief speaker’s notes)
    • 1 slide for analysis of each of the elements of the Diamond of National Advantage (4 slides, with speaker’s notes)
    • A summary of analysis of the forces that will help the organization succeed in the new country (1 slide, with speaker’s notes)
    • A summary of analysis of the forces that will hinder the organization’s success in the new country (1 slide, with speaker’s notes)
    • Leadership actions required to make the 4 adjustments identified by Burkus (2012)
    • A recommendation and rationale (1 slide, with speaker’s notes)
    • A conclusion
    • References

    Support your Statements: Include citations in the speakers notes. 

    Format your citations and references according to APA guidelines. 

    Submit your assignment. 

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  • Developing Global Leadership: A review of barriers and adjustments for international expansion. International Management Review
  • TO BE RE-WRITTEN FROM THE SCRATCH

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    Developing Pitches for Various Audiences and Goals (2020)

    BRANDING, ENTREPRENEURSHIP, AND SMALL BUSINESS APPLICATIONSAssignment Overview

    Marketing Presentation

    Time to make a marketing pitch. Design a new product. Let investors know why they should back the project with company resources. Be persuasive and professional. Find the entrepreneur in you.

    How do you create a product or service? Ever look for a product and find out it does not exist? Someone had to come up with ham and pineapple pizza, right? Keep the idea simple. If you get stumped and do not have an idea, search for “really cool products” and use one of them. Do not use a well-known name-brand product; pick something you have never heard of.

    Session Long Project 4 Resources

    Developing Pitches for Various Audiences and Goals (2020)

    Entrepreneurial Marketing and the Marketing Mix (2020)

    Marketing Strategy and the Marketing Plan (2020)

    Market Research, Market Opportunity Recognition, and Target Market (2020)

    Conducting a Feasibility Analysis (2020)

    SLP Assignment

    Over the last three modules, you have learned about marketing and developed skills that will serve you now and in the future. It is time to put those abilities to work. Be compelling. 

    THE PITCH IN WRITING

    Write a 250- to 350-word document sharing the following:

    • A brief description of the product.
    • Target Market and Rationale.
    • Pricing and Distribution Strategy.
    • Plan for Promotion.
    • Why this project would be a good investment.

    3- to 3 ½-MINUTE VIDEO

    You can talk about the same content that is written but do not read it. Impromptu speaking has a different impact than reading from a screen

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