Manage Workforce Planning

The assessment tasks for BSBHRM513 Manage workforce planning are included in this Student Assessment Tasks booklet and outlined in the assessment plan below.

To be assessed as competent for this unit, you must complete all of the assessment tasks satisfactorily.

Assessment plan

Assessment Task	Overview
Written questions	You must correctly answer all questions.
Develop a workforce plan project	You are required to develop a workforce plan for King Edward VII College and meet with stakeholders to seek feedback on the plan, as well as confirm approval.
Implement diversity actions project	You are required to implement diversity actions from the workforce plan.
Workforce plan implementation project	You are required to identify required competencies for an employee and develop a career development plan as part of implementing a succession planning program. You must also develop a redundancy and redeployment policy and procedure.
Workforce plan review and evaluation briefing report	You are required to write a report on a review and evaluation of the workforce plan.

Assessment preparation

Please read through this assessment thoroughly before beginning any tasks. Ask your assessor for clarification if you have any questions.

When you have read and understood this unit’s assessment tasks, print out the Student Assessment Agreement. Fill it out, sign it and hand it to your assessor, who will countersign it and keep it on file.

Keep a copy of all of your work, as the work submitted to your assessor will not be returned to you.

Assessment appeals

If you do not agree with an assessment decision, you can make an assessment appeal as per your RTO’s assessment appeals process.

You have the right to appeal the outcome of assessment decisions if you feel you have been dealt with unfairly or have other appropriate grounds for an appeal.

Assessment instructions

Each assessment task in this booklet consists of the following:

Assessment Task Cover Sheet

This must be filled out, signed and submitted with your assessment responses.

If you are submitting hardcopy, the Assessment Task Cover Sheet should be the first page of each task’s submission.

If you are submitting electronically, print out the Assessment Task Cover Sheet, fill it out, sign it and then scan and submit the file.

The Assessment Task Cover Sheet will be returned to you with the outcome of the assessment, which will be satisfactory (S) or unsatisfactory (U). If your work has been assessed as being not satisfactory, your assessor will include written feedback on the Assessment Task Cover Sheet giving reasons why. Your assessor will also discuss this verbally with you and provide advice on reassessment opportunities as per your RTO’s reassessment policy.

Depending on the task, this may include

resubmitting incorrect answers to questions (such as written questions and case studies)

resubmitting part or all of a project, depending on how the error impacts on the total outcome of the task

redoing a role play after being provided with appropriate feedback about your performance

being observed a second (or third time) undertaking any tasks/activities that were not satisfactorily completed the first time, after being provided with appropriate feedback.

Assessment task information

This gives you:

a summary of the assessment task

information on the resources to be used

submission requirements

resubmission opportunities if required.

Assessment task instructions

This includes questions you will need to answer or tasks that you need to complete.

Your answers must be typed using software as indicated in the assessment task Instructions.

Copy and paste each task’s instructions into a new document and use this as the basis for your assessment task submission. Include this document’s header and footer.

If you are submitting electronically, give the document a file name that includes the information as indicated in the section called ‘Naming electronic documents’ (see below).

Naming electronic documents

It is important that you name the documents that you create for this Assessment Task in a logical manner.

Each should include:

Course identification code

Assessment Task number

Document title (if appropriate)

Student name

Date it was created

For example, BSBHRM513 AT2 Workforce Action Plan Joan Smith 20/10/20.

Icons

Icons are used in task instructions to indicate three of the common stages within the task.

	This icon indicates that you will need to meet with your assessor (and possibly other students) to complete a meeting or role play.
	This icon indicates that you will need to communicate via email or send documents to via email.
	This icon indicates that the you will need to submit an item of evidence.
	This icon indicates all other stages during the task, which may include research, developing documents, brainstorming ideas and so on.

Additional resources

You will be provided with the following resources before you begin each assessment task.

Assessment Task 2:

· Strategic and Operational Plan

· Workforce Information 2018

· Workforce Action Plan Template

Assessment Task 3:

· Recruitment, Selection and Induction Policy and Procedures

Assessment Task 4:

· Career Development Plan Template

· Role Competencies Statement

Assessment Task 5:

· Exit Interview Results

· Focus Group Results

· Workforce Information 2018

· Workforce Information 2019

· Briefing Report Template

Checklist

This will be used by your assessor to mark your assessment. Read through this checklist as part of your preparation before beginning the assessment task. It will give you a good idea of what your assessor will be looking for when marking your responses or observing your performance.

Student assessment agreement

Make sure you read through the assessments in this booklet before you fill out and sign the agreement below.

If there is anything that you are unsure of, consult your assessor prior to signing this agreement.

Have you read the assessment requirements for this unit?	Yes	No
Do you understand the requirements of the assessments for this unit?	Yes	No
Do you agree to the way in which you are being assessed	Yes	No
Do you have any specific needs that should be considered	Yes	No
If so, explain these in the space below.

Do you understand your rights to reassessment?	Yes	No
Do you understand your right to appeal the decisions made in an assessment?	Yes	No
Student name
Student ID number
Student signature
Date
Assessor name
Assessor signature
Date

Assessment Task 1 Cover Sheet

Student declaration

To be filled out and submitted with assessment responses

I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s).

I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me.

I have correctly referenced all resources and reference texts throughout these assessment tasks.

Student name
Student ID number
Student signature
Date

Assessor declaration

I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.

Assessor name
Assessor signature
Date
Assessment outcome	S	NS	DNS	Resubmission	Y	N

Feedback

Student result response

My performance in this assessment task has been discussed and explained to me.

I would like to appeal this assessment decision.

Student signature
Date

A copy of this page must be supplied to the office and kept in the student’s file with the evidence.

Assessment Task 1: Written questions

Task summary

This is an open-book test, to be completed in the classroom.

A time limit of 1 hour to answer the questions is provided.

You need to answer all of the written questions correctly.

Your answers must be word processed and sent to the assessor as an email attachment.

Required

Access to textbooks and other learning materials.

Computer with Microsoft Office and internet access.

Timing

Your assessor will advise you of the due date of this assessment.

Submit

Answers to all questions.

Assessment criteria

All questions must be answered correctly in order for you to be assessed as having completed the task satisfactorily.

Resubmission opportunities

You will be provided feedback on your performance by the assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.

If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you with written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Reassessment attempt(s) will be arranged at a later time and date.

You have the right to appeal the outcome of assessment decisions if you feel you have been dealt with unfairly or have other appropriate grounds for an appeal.

You are encouraged to consult with the assessor prior to attempting this task if you do not understand any part of this task or if you have any learning issues or needs that may hinder you when attempting any part of the assessment.

Written answer question guidance

The following written questions use a range of “instructional words” such as “identify” or “explain”, which tell you how you should answer the question. Use the definitions below to assist you to provide the type of response expected.

Note that the following guidance is the minimum level of response required.

Analyse: when a question asks you to analyse something, you should do so in detail, and identify important points and key features. Generally, you are expected to write a response one or two paragraphs long.

Compare: when a question asks you to compare something, you will need to show how two or more things are similar, ensuring that you also indicate the relevance of the consequences. Generally, you are expected to write a response one or two paragraphs long.

Contrast: when a question asks you to contrast something, you will need to show how two or more things are different, ensuring you indicate the relevance or the consequences. Generally, you are expected to write a response one or two paragraphs long.

Describe: when a question asks you to describe something, you should state the most noticeable qualities or features. Generally, you are expected to write a response two or three sentences long.

Discuss: when a question asks you to discuss something, you are required to point out important issues or features and express some form of critical judgement. Generally, you are expected to write a response one or two paragraphs long.

Evaluate: when a question asks you to evaluate something, you should put forward arguments for and against something. Generally, you are expected to write a response one or two paragraphs long.

Examine: when a question asks you to examine something, this is similar to “analyse”, where you should provide a detailed response with key points and features and provide critical analysis. Generally, you are expected to write a response one or two paragraphs long.

Explain: when a question asks you to explain something, you should make clear how or why something happened or the way it is. Generally, you are expected to write a response two or three sentences long.

Identify: when a question asks you to identify something, this means that you are asked to briefly describe the required information. Generally, you are expected to write a response two or three sentences long.

List: when a question asks you to list something, this means that you are asked to briefly state information in a list format.

Outline: when a question asks you to outline something, this means giving only the main points, Generally, you are expected to write a response a few sentences long.

Summarise: when a question asks you to summarise something, this means (like “outline”) only giving the main points. Generally, you are expected to write a response a few sentences long.

Assessment Task 1 Instructions as provided to students

Provide answers to all of the questions below:

Explain how the ABS Labour Force Survey can be used by an organisation to assist in workforce planning.

Outline the purpose of the Labour Market Information Portal and give two examples of information included in the Portal that can assist with workforce planning.

Explain the purpose of the National Skill Needs List and how it can be used for workforce planning.

Outline the key provisions of the Fair Work Act 2009.

Outline the minimum entitlements of National Employment Standards that have to be provided to all employees.

Explain the purpose of enterprise agreements.

Explain the use of modern awards in workplaces.

Identify at least two examples of modern awards using the Fair Work Ombudsman website. Write down the name of the award and the minimum wages under the award and minimum working hours.

Outline the role of trade unions in the Australian work relations system and indicate whether employees are required to join a union.

Outline the role of the Fair Work Commission in Australia’s national workplace relations system.

List two sources of expert advice that could be used when seeking industrial relations advice. Include the name of the organization and the services they provide.

Describe the purpose of the labour force participation rate and how it can assist in analysing the labour force.

Describe the purpose of the employment to population rate and how it can assist in analysing the labour force.

Outline two commonly used forecasting models that can assist with identifying future workforce needs.

Assessment Task 1 Checklist

Student’s name:
Did the student provide a sufficient and clear answer that addresses the suggested answer for the following?	Completed successfully?	Comments
	Yes	No
Question 1
Question 2
Question 3
Question 4
Question 5
Question 6
Question 7
Question 8
Question 9
Question 10
Question 11
Question 12
Question 13
Question 14
Task outcome:	Satisfactory	Not satisfactory
Assessor signature:
Assessor name:
Date:

Assessment Task 2: Develop a workforce plan project

Task summary

This assessment task requires you conduct research and develop a workforce plan for King Edward VII College. You will also be required to communicate the rationale for, as well as objectives of, the plan to the CEO.

This assessment is to be completed in the simulated work environment in the RTO.

Required

· Access to textbooks/other learning materials

· Computer with Microsoft Office and internet access

· Strategic and Operational Plan

· Workforce Information 2018

· Workforce Action Plan Template

· Access to a meeting space and roleplay participant (the assessor)

Timing

Your assessor will advise you of the due date of these submissions.

Submit

· Email with Workforce Action Plan attached

· Email with Revised Workforce Action Plan attached

Assessment criteria

For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all of the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete further assessment to demonstrate competence.

Resubmission opportunities

You will be provided feedback on your performance by the assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.

You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with unfairly or have other appropriate grounds for an appeal.

Assessment Task 2 Instructions as provided to students

Complete the following activities:

Carefully read the following scenario.

King Edward VII College was established in 2010. The College is based in the Melbourne CBD and it offers a range of courses in management, marketing, human resources and international business. It currently has around 500 students enrolled across all of its courses.

The College is very popular due to its competitive pricing structure, innovative teaching methods and state of the art facilities.

Due to its success, the College plans to establish two additional campuses, one in Brisbane and one in Sydney. The Brisbane campus will commence in October 2020 and Sydney in early 2021. Campus locations are already in place, with the process being overseen mainly by the CEO and Finance Manager. No staff have been employed as yet, but it is anticipated that each campus will require a receptionist, a student services officer and 4 trainers.

All other staff functions will be completed by existing staff at the Sydney campus until such time as student numbers increase substantially.

It is anticipated that maximum student numbers at the new campuses will be up to 50 students per campus.

The College currently employs 24 staff members. That includes the CEO, a Marketing Manager and a Marketing Assistant, Human Resources Manager, Finance Manager, Administration Manager, Office Assistant, Receptionist, Academic Manager, Student Services Officer and approximately 14 trainers.

Information about the staff, including employment status, age, gender and cultural background is provided in Workforce Information 2018.

All staff are employed via individual contracts, and there is no enterprise agreement in place.

1. Research workforce requirements.

Review the scenario information, as well as the Strategic and Operational Plan and Workforce Information 2018.

Identify sources of information that you can use to research workforce supply in the education sector as in the scenario information and as indicated below.

Make notes in relation to:

· The organisation’s requirements for a skilled and diverse workforce as reflected in its strategic objectives.

· Workforce issues as identified in the Strategic Plan and that must be reflected in workforce objectives.

· Workforce objectives that are required to meet the overall strategic objectives.

· Workforce characteristics of King Edward VII College staff, including employment status, age, gender and culture.

· Assessment of staff turnover rate and whether the rate is acceptable or not.

· Factors affecting workforce supply, including economic conditions, industry trends, skills and labour shortages, unemployment rate and competition for workers. Your analysis should be both general, as well as specific to the education sector within which King Edward VII College operates.

· The industrial relations framework that applies to King Edward VII College workforce.

Your notes should be comprehensive, as you will need to use them to complete the workforce plan template that you have been provided with.

Develop a workforce action plan.

Using your research and the notes that you have made, develop your workforce plan.

The workforce plan that you develop must address:

· Purpose of the workforce plan

· Strategic objectives and key workforce requirements

· External environment analysis to identify external factors that impact on the company and its workforce

· Industrial relations relating to the education and training industry, as well as King Edward VII College

· Analysis of current workforce characteristics and profile using workforce information provided.

· Future workforce needs

· Gap analysis to identify the gaps between future workforce need and existing workers

· Workforce plan objectives, including attracting and retaining skilled staff and workforce diversity and cross-cultural management.

· Key workforce plan issues and actions.

· Communication and consultation strategy to assist with organisational changes.

· Contingency plans so as to ensure that the organization can access skilled labour in the event of unplanned events.

Use the Workforce Action Plan Template to guide your work.

Send an email to the CEO (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachment, seek their feedback and for the place, date and time of a meeting to discuss it.

Attach your workforce action plan to the email.

Meet with the CEO to establish agreement on workforce action plan.

This part of the assessment requires you to meet with the CEO (roleplayed by your assessor) to discuss the workforce plan you have developed and seek their input.

Print off a copy of your workforce action plan to take with you to the meeting.

Take notes on the CEO’s feedback, as you will be expected to update your action plan with this in the next activity.

Before concluding the meeting, ensure that you have the CEO’s approval and endorsement of your plan.

You should gain their agreement and support for the plan’s objectives and proposed performance indicators.

During the meeting, demonstrate effective communication skills including:

· Speaking clearly and concisely

· Using non-verbal communication to assist with understanding

· Asking questions to identify required information

· Responding to questions as required

· Using active listening techniques to confirm understanding

Revise the Workforce Action Plan.

Update your Workforce Action Plan, incorporating the CEO’s feedback from the meeting.

Name this document Revised Workforce Action Plan.

Send an email to the CEO (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the meeting and the contents of the attachment, and seek their approval.

Attach your revised workforce action plan to the email.

Send an email to all staff (your assessor).

The final part of the assessment requires to you send your final Workforce Action Plan to the CEO and to all staff. Assume that this is part of your strategy to assisting staff to deal with organisational change so you should ensure that you clearly communicate the benefits of the Workforce Action Plan and summarise changes that will occur.

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

Attach your Final Workforce Action Plan to the email.

Assessment Task 2 Checklist

Student’s name:
Did the student:	Completed successfully?	Comments
	Yes	No
Analyse King Edward VII’s requirements for a skilled and diverse workforce through a review of the Strategic Plan and scenario information?
Analyse workforce information to identify staff turnover and demographics including age, gender, employment status and cultural background?
Identify and assess external factors for their influence on workforce supply for King Edward VII College?
Develop workforce objectives and strategies that align with strategic objectives and address attracting and retaining a skilled workforce, including addressing staff turnover.
Develop workforce objectives and strategies that align with strategic objectives and address workforce diversity and cross-cultural management.
Develop performance indicators for workforce plan actions?
Develop strategies to assist staff to deal with organisational change?
Develop and document contingency plans?
During the meeting, demonstrate effective communication skills including: · Speaking clearly and concisely · Using non-verbal communication to assist with understanding · Asking questions to identify required information · Responding to questions as required · Using active listening techniques to confirm understanding
Confirm support for workforce plan including objectives and targets?
Implement strategies to assist staff to deal with organisational change?
Task outcome:	Satisfactory	Not satisfactory
Assessor signature:
Assessor name:
Date:

Assessment Task 3: Diversity objectives implementation project

Task summary

In this assessment task, you are required to review initiatives in the Workforce Plan for King Edward VII College relating to recruitment and diversity. You will also assist the College in being recognized as an employer of choice, and implement the required actions.

This assessment is to be completed in the simulated work environment in the RTO.

Required

· Access to textbooks/other learning materials

· Computer with Microsoft Office and internet access

· Recruitment, Selection and Induction Policy and Procedure

Timing

Your assessor will advise you of the due date of these submissions.

Submit

· Email with updated Recruitment, Selection and Induction Policy and Procedures

· Email with Diversity Calendar

Assessment criteria

Resubmission opportunities

You will be provided feedback on your performance by the assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.

If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Reassessment attempt(s) will be arranged at a later time and date.

You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with unfairly or have other appropriate grounds for an appeal.

Assessment Task 3 Instructions as provided to students

Complete the following activities:

Review the following information from the King Edward VII College Workforce Plan:

Issue/need	Action	Outcomes	Resources	Timelines
Attract and retain a diverse workforce/be known as an employer of choice regarding diversity	Update recruitment, selection and induction procedures to increase diversity of employees	Organisational capacity to fill vacancies	Human resources	End 2020
Acknowledging and celebrating calendar days that relate to workplace diversity	Develop a calendar of events	Various important dates and cultural events are advertised and celebrated	Human resources	End 2020

1. Update Recruitment, Selection and Induction Policy and Procedures to increase diversity.

Review the scenario information above, as well as the Recruitment, Selection and Induction Policy and Procedures for King Edward VII College.

Use the internet to research best practice for increasing diversity through improved recruitment and selection practices.

Update the recruitment, selection and induction policy and procedure to reflect best practice procedures for increasing diversity in recruitment and selection.

Send an email to the CEO (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachment.

The email text should outline the importance of diversity in recruitment and selection as well as key changes that you have made to the Policy and Procedures.

Attach your Updated Recruitment, Selection and Induction Policy and Procedures to the email.

Develop a diversity calendar for 2020.

Review the scenario information above.

Research important dates for diversity and cultural events occurring in 2020 in Sydney.

Identify at least 6 important dates and develop a calendar of events. For each event, identify how the College will celebrate that day or event.

Your calendar may be developed in any format, as long as it addresses the above content requirements.

Send an email to King Edward VII College staff (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachment.

The email text should explain the purpose of the calendar and advising staff to note the dates in their calendar.

Attach your diversity calendar to the email.

Assessment Task 3 Checklist

Student’s name:
Did the student:	Completed successfully?	Comments
	Yes	No
Implement workforce planning initiatives to attract and retain a diverse workforce?
Review workforce plan requirements to support the attraction and retention a diverse workforce?
Research and develop required documentation?
Share information with staff and to assist with dealing with organisational change because of the introduction of diversity initiatives?
Task outcome:	Satisfactory	Not satisfactory
Assessor signature:
Assessor name:
Date:

Assessment Task 4: Workforce planning implementation project

Task summary

In this assessment task, you are required to implement a number of actions from the Workforce Plan for King Edward VII College to assist in meeting agreed objectives for training, redeployment and redundancy, as well as succession planning and being an employer of choice.

This assessment is to be completed in the simulated work environment in the RTO.

Required

Access to textbooks/other learning materials

Computer with Microsoft Office and internet access

Career Development Plan Template

Role Competencies Statement

Timing

Your assessor will advise you of the due date of these submissions.

Submit

· Email with Career Development Plan, Mentoring Guide and Redundancy and Redeployment Policy and Procedures attached.

Assessment criteria

Resubmission opportunities

You will be provided feedback on your performance by the assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.

You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with unfairly or have other appropriate grounds for an appeal.

Assessment Task 4 Instructions as provided to students

Complete the following activities:

Review the following information from the King Edward VII College Workforce Plan:

Issue/need

Action

Outcomes

Resources

Timelines

Ageing workforce, general attrition

Succession planning to ensure that key roles are identified.

Nominate internal candidates who can fill the roles.

Develop a training plan for identified individuals.

Organisational capacity to fill vacancies as they arise

Human resources

End 2020

No formal policies and procedures in place for retirement and redeployment.

Develop a retirement and redeployment policy

Formal processes in place for retirement and redeployment

Human resources

End 2020

Carefully read the following:

It has been identified that a critical position within the College is the Human Resources Manager. That means that if this position is vacant, it would have a significant impact on the organisation. While it has been identified that there is no shortage of Human Resources professionals, it is considered that the specialized nature of human resources within the College means it would be preferable to develop the talent from within.

A current employee, Jackie Smith, has been identified as an employee with potential for the role. Jackie has recently returned to the workforce and is working in an administration role. However, prior to leaving the workforce to bring up her children, Jackie was working in a human resources officer role. Jackie applied for the administration position as she only wanted to work part-time. However, it has been identified over time that Jackie may like to move into a full-time position, and it has identified that she has the potential to do this.

Jackie has recently completed a self-assessment against a Role Competencies Statement in order to identify areas that she would need to develop in.

1. Implement succession planning program.

Review the Role Competencies Statement.

Develop a career development plan for Jackie using the Career Development Plan Template.

The opportunities that you identify for Jackie should include a range of opportunities, including job assignments that develop a candidate’s competencies, coaching and mentoring and formal training.

The career development plan you develop should include at least six opportunities to be completed over the upcoming 12 months.

1. Implement a mentoring program.

Assume that the CEO has been communicating with you while you have been preparing Jackie’s Career Development Plan. He has advised that he believes the best way of implementing succession planning is to set up a mentoring program.

Therefore he has asked that you develop a Mentoring Guide to guide mentoring in the organisation.

Your Mentoring Guide must including information about key aspects of mentoring such as the purpose of mentoring, the mentor’s role and do’s and don’ts, how to establish a successful relationship, the mentoring process including scheduling meetings. As a guide your Mentoring Guide should be 6 – 8 pages and can include diagrams

Once you have finalised these documents, proceed with implementing the system by advising via email all staff of the planned mentoring arrangements, summarising the information from the document you have developed.

Develop redundancy and redeployment policy and procedures.

Assume that it has been identified that there is no formal process in place within King Edward VII College for redundancy and deployment. Previously, redundancies or redeployments have not been identified as issues in the workforce plan, but now a formal process is required.

Develop King Edward VII redundancy and redeployment policy and procedures that include:

· Introduction

· Aim of policy

· Key principles

· Definitions of redeployment and redundancy

· Redeployment procedure

· Redundancy procedure, including entitlements as per the Fair Work Act

Use the Redundancy and Redeployment Policy and Procedures Template to guide your work.

Send an email to your assessor.

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and summarise the contents of the attachments.

Attach your career development plan, and your redundancy and redeployment policy and procedures to the email.

Assessment Task 4 Checklist

Student’s name:
Did the student:	Completed successfully?	Comments
	Yes	No
Implement a succession planning program?
Identify gaps in a candidate’s skills, knowledge and experience against the job role?
Identify relevant learning and development opportunities and documenting in a career development plan?
Implement actions to meet the objectives for redundancy and redeployment?
Task outcome:	Satisfactory	Not satisfactory
Assessor signature:
Assessor name:
Date:

Assessment Task 5: Workforce planning implementation project

Task summary

This assessment task requires you, in the role of Human Resources Manager for King Edward VII College to review the workforce plan, as well as evaluate workforce trends.

This assessment is to be completed in the simulated work environment in the RTO.

Required

· Access to textbooks/other learning materials

· Computer and Microsoft Office

· Access to the internet

· Workforce Information 2018

· Workforce Information 2019

· Briefing Report Template

· Focus Group Results

· Exit Interview Results

Timing

Your assessor will advise you of the due date of these submissions.

Submit

· Email with organisational climate survey attached

· Email with completed Workforce plan review and evaluation report attached

Assessment criteria

Resubmission opportunities

You will be provided feedback on your performance by the assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.

You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with unfairly or have other appropriate grounds for an appeal.

Assessment Task 5 Instructions as provided to students

Complete the following activities:

Assume the following objectives for the workforce plan:

Issue/need	Action	Outcomes	Resources	Timelines
High staff turnover within the first six months of employment	Develop a strong orientation and induction program that supports and develops new staff. Appoint mentors to support new staff.	Turnover reduced by at least 10% in the first year.	Human resources	End 2020
Building internal capacity through a strong learning program	Identify professional development needs of each staff member and implement a formal program of professional development.	Turnover reduced by at least 10% in the first year. Employee satisfaction with professional development	Human resources	End 2020
Increase diversity within the workforce	Identify diverse media networks where positions can be advertised. Explore options for flexible working arrangements.	Increase the number of females in the organisation by 20%.	Human resources	End July 2020

1. Develop a survey.

Assume that, as part of the monitoring strategies that have been implemented as part of the workforce plan in the scenario, you are required to develop an organisational climate survey. While the organisational climate survey is designed to seek feedback in relation to the new initiatives outlined in the workforce plan, the intention is to also gain feedback on overall employee satisfaction to assist with future workforce planning initiatives.

Design a survey using SurveyMonkey that:

· Includes at least 12 questions about general satisfaction with the workplace.

· Includes at least eight questions about satisfaction with new initiatives.

· allows employees to provide an answer based on a five-point scale.

You may use the following link to assist you in designing your questionnaire:

http://workplaceinfo.com.au/hr-management/communication-in-the-workplace/climate-surveys

Send an email to all staff (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and outline the purpose of the survey, give the link to the survey and give an appropriate deadline for completing it.

Develop a workforce plan review and evaluation briefing report.

You are required to develop a workforce plan review and evaluation report.

Your assessor will provide you with a template to use.

Your report should be written in clear and concise English and address the following components:

· An analysis of workforce information data

Review the workforce information for King Edward VII 2018 provided to you already and compare it to the 2019 data just received to identify:

· Current staff turnover rate

· Workforce characteristics, including age, gender and cultural background.

· Comparison with 2019 data to identify changes and to assess performance against 2018 data.

· A review of external trends

Using the Labour Market Information Portal, review current employment projections for Australia, as well as for the Australian education and training sector.

Based on your review of the data, identify labour supply trends and areas of undersupply or oversupply relevant to the College and the likely impact of these trends on the demand for labour in relation to the College’s workforce.

· A review of government policy

Identify at least two government policy initiatives that affect labour demand and supply. Outline each of the policy initiatives that you have identified and how it affects labour demand and supply.

· An analysis of focus group results.

Assume that, in addition to the survey you developed, you have already conducted a focus group to determine employee’s satisfaction. Review all of the comments from the focus group and comment on overall employee satisfaction, as well as areas of need that should be considered as part of an ongoing review of workforce planning objectives.

· Analysis of exit interviews.

Review all of the comments from the exit interviews and comment on reasons for leaving and that should be considered as part of an ongoing review of workforce planning objectives.

· Effectiveness of the workforce plan

Based on your analysis above, evaluate the effectiveness of the workforce plan in terms of the objectives specified in the scenario information.

Identify changes required to objectives and document at least two new objectives and actions for the upcoming year.

Send an email to all staff (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

It should introduce and a brief outline of the purpose of the report.

Attach your briefing report to the email.

Assessment Task 5 Checklist

Student’s name:
Did the student:	Completed successfully?	Comments
	Yes	No
Analyse updated workforce information against previous year to determine changes in existing employees and workforce?
Analyse labour supply trends and comment on areas of undersupply or oversupply as relevant to the College?
Analyse labour trends on demand for labour and their impact on King Edward VII College?
Review government policy and its impact on labour demand and supply and take into account in identifying changes to workforce plans?
Evaluate the effectiveness of workforce plan objectives as evidenced by the analysis of employee and workforce changes?
Recommend revised objectives and strategies based on analysis of all data and external environment and government policies?
Task outcome:	Satisfactory	Not satisfactory
Assessor signature:
Assessor name:
Date:

Final results record

Student name:
Assessor name:
Date

Final assessment results

Task	Type	Result
		Satisfactory	Unsatisfactory	Did not submit
Assessment Task 1	Written questions	S	U	DNS
Assessment Task 2	Develop a workforce plan project	S	U	DNS
Assessment Task 3	Diversity objectives implementation project	S	U	DNS
Assessment Task 4	Workforce plan implementation project	S	U	DNS
Assessment Task 5	Workforce plan review and evaluation briefing report	S	U	DNS
Overall unit results		C	NYC

Feedback

· My performance in this unit has been discussed and explained to me.

· I would like to appeal this assessment decision.

Student signature: Date:

· I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.

Assessor signature: Date:

WSC V1.0 09-2020 (Review 10-2021) RTOWORKS Quality Solutions

BSBHRM513 Manage workforce planning

Student Assessment tasks

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PAYMENT METHODS

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Do you need a similar assignment done for you from scratch? Order now!
Use Discount Code "Newclient" for a 15% Discount!