OAE4552 Assessement Tasks
OAE4552 Assessement Tasks
OAE4552 Assessement Tasks
Table of Contents
Table of Contents 2
Assessment Information 3
Assessment Instructions 5
Student Assessment Agreement 6
Assessment Task 1 Cover Sheet 7
Assessment Task 1: Written Questions 8
Assessment Task 1 Instructions 10
Assessment Task 1 Checklist 11
Assessment Task 2 Cover Sheet 12
Assessment Task 2: Policies and procedures development project 13
Assessment Task 2 Instructions 15
Assessment Task 2 Checklist 18
Assessment Task 3 Cover Sheet 19
Assessment Task 3: Networking and professional development project 20
Assessment Task 3 Instructions 21
Assessment Task 3 Checklist 23
Assessment Task 4 Cover Sheet 24
Assessment Task 4: Managing workplace difficulties project 25
Assessment Task 4 Instructions 27
Assessment Task 4 Checklist 29
Assessment Information
The assessment tasks for BSBLDR502 Lead and manage effective workplace relationships 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
1. Written questions You must correctly answer all questions.
2. Policies and procedures development You must develop a Code of Conduct, Workplace
project Communication and Consultation Policy and Procedure
and Dispute Resolution Policy and Procedure.
3. Networking and professional You must identify networks suitable for a Manager and
development project develop a networking plan, as well as participate in and
report on a networking opportunity.
4. Managing workplace difficulties project You must participate in a role-play regarding a difficult
workplace situation.
Assessment Preparation
Please read through this assessment thoroughly before beginning any tasks. Ask your assessor for
clarification if you have any questions at all.
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 then 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 they feel they have been dealt with
unfairly or have other appropriate grounds for an appeal.
Additional Resources
You will be provided with the following resources you begin each Assessment Task.
Assessment Task 2
Style Guide
Assessment Task 3
Professional Development and Networking Plan Template
Networking Report Template
Assessment Task 4
Action Plan Template
Assessment Instructions
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 in the Assessment Task Cover Sheet giving reasons why. Your
assessor will also discuss this verbally with you and provide advice on re-assessment opportunities as per
your RTO’s re-assessment policy.
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 unit identification
number, the task number, your name and the date.
Checklist
This will be used by your assessor to mark your assessment. Read through this 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.
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.
Student name
Student number
Student signature
Date
Assessor name
Assessor signature
Date
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
Feedback
Date
A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
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/other learning materials
Computer and Microsoft Office
Access to the internet
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.
Re-submission opportunities
You will be provided feedback on their 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.
Re-assessment 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.
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.
Analyse – when a question asks you to analyse something, you should do so in 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.
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.
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.
Evaluate – when a question asks you to evaluate something, you should do so putting 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.
1. Outline five key benefits to an organisation for developing and implementing workplace policies
and procedures.
2. Discuss the purpose of each of the following Acts and for each Act explain why the Act is
important for ensuring effective workplace relationships:
Age Discrimination Act 2004
Disability Discrimination Act 1992
Fair Work Act 2009
Racial Discrimination Act 1975
Sex Discrimination Act 1984
3. Outline key steps that should be followed to identify and resolve workplace problems and to
promote effective workplace relationships.
4. Discuss three effective conflict resolution techniques that can be used to support effective
workplace relationships.
5. Explain the purpose of a workplace Code of Conduct and how it can assist in ensuring a
harmonious workplace.
6. Discuss three reasons why networking with others within the workplace, as well as external
contacts leads to a more productive and effective workplace environment.
7. Outline two examples of barriers to effective interpersonal communication and at least two
communication strategies that can be implemented at work to ensure effective workplace
communication.
8. Explain two key benefits to an employer of implementing a diversity policy and procedure.
10. Explain the requirements under Modern Awards to consult with employees, including the
circumstances in which consultation is required and the steps that must taken by employers in
consulting with employers.
Student’s name:
Question 1
Question 2
Question 3
Question 4
Question 5
Question 6
Question 7
Question 8
Question 9
Question 10
Assessor name
Date
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
Feedback
Date
A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
Task summary
For this assessment task you are required to assume the role of General Manager of Accountancy
VICTORIA and develop workplace policies and procedures.
Required
Access to textbooks/other learning materials
Computer with Microsoft Office and internet access
Access to the internet for research and to review relevant legislation, for example:
https://www.fairwork.gov.au/how-we-will-help/templates-and-guides/best-practice-
guides/effective-dispute-resolution
Style Guide
Timing
Your assessor will advise you of the due date of these submissions.
Submit
Email with the following documents attached:
o Code of Conduct
o Workplace Communication and Consultation Policy and Procedures
o Dispute Resolution Policy and Procedures
Email with the following documents attached:
o Revised Code of Conduct
o Revised Workplace Communication and Consultation Policy and Procedures
o Revised Dispute Resolution Policy and Procedures
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.
Re-submission opportunities
You will be provided feedback on their 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.
Re-assessment 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.
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.
Accountancy Victoria is based in Footscray, a suburb of Sydney, and provides accountancy and book
keeping services for a range of clients.
Accountancy Victoria was established by two Directors who are the Senior Accountants for the company.
Other staff employed are: three accountants, a bookkeeper and an Officer Manager. The company is
expanding due to the demand for accountancy services and will employ a further three senior accountants in
the next 2 months, as well as an Officer Manager and Client Services Coordinator.
You have recently been appointed as the General Manager of Accountancy VICTORIA. Your role is to
manage the day to day operations of the company. The first task you have been allocated is to establish
formal systems and processes for a range of areas, as currently most of the company’s systems and
processes are informal.
To start the process of creating formal systems and processes, you have been asked to develop systems
and processes for workplace communication, consultation, as well as a Code of Conduct and dispute
resolution processes.
Each document must be written in clear and concise English, be professionally presented, grammatically
correct and error free. The document should also be written according to the Style Guide and be of
approximately 2 pages.
Use the Internet to identify and review staff Codes of Conduct from other, similar organisations.
Your staff Code of Conduct must be in your own words and include:
Introduction: purpose of the Code
Scope: who it applies to
Details of expected personal and professional behaviour (as a minimum, this should
address a range of ethical behaviours, as well as behaviours appropriate to working within a
diverse workplace, including expectations in relation to cultural differences)
Conflict of interest requirements
Gifts, benefits and hospitality
Outside employment and consulting
Use of social media
The policy and procedures should include, at a minimum, the following information:
Purpose
Scope
Communication strategies for communicating with staff: type, purpose and
frequency. You should include at least four strategies in your policy and procedure.
Communication protocols for meetings in relation to sending out of agendas and
writing up of minutes.
Consultation process: ways in which staff can contribute to workplace issues (e.g.
surveys, suggestion forms, etc.). You must include at least three. Provide specific detail
about the consultation mechanism. For example, for a suggestion box indicate the location
of the box and how suggestions will be recorded and actioned.
You may review dispute resolution policies and procedures to guide the development of your
document. However, the document must be in your own words.
Ensure that you review the link provided under “Required” to ensure that your policy and
procedures considers relevant legislation.
Completed
Did the student: successfully Comments
Yes No
Research and analyse information to formulate workplace
policies and procedures?
Prepare workplace policies and procedures in the required
format and style including:
Professional presented
Error free
Grammatically correct
Following style guide
Own words
Approximately 2 pages
Develop a Code of Conduct to ensure that expected
behaviour is adhered to by all employees?
Ensure that the organisation’s cultural diversity and ethical
values are included in the Code of Conduct?
Develop workplace communication and consultation policy
and procedures to facilitate participation by staff?
Develop a dispute resolution procedure to facilitate the
resolution of workplace issues?
Communicate all policies and procedures developed to
assist staff to meet their work responsibilities?
Assessor name
Date
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
Feedback
Date
A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
Task summary
You are required, in the role of General Manager of Accountancy Victoria, to plan networking and
professional development opportunities for yourself for the upcoming 12 months, as well as participate in a
networking opportunity.
Required
Access to textbooks/other learning materials
Computer with Microsoft Office and internet access
Professional Development and Networking Plan Template
Networking Report Template
Timing
Your assessor will advise you of the due date of these submissions.
Submit
Email with Professional Development and Networking Plan and Networking Report 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.
Re-submission opportunities
You will be provided feedback on their 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.
Re-assessment 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.
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.
For each of the networks that you have selected, identify events provided by the network over
the next 12 months. Identify at least 4 events that are of interest to you in the role of General
Manager of Accountancy VICTORIA and that would be of benefit to the team and/or company.
Bear in mind that when you complete your networking and professional development plan, one
of the opportunities that you identify must be a networking opportunity that you participate in and
report on as part of this assessment task. This networking opportunity can be something as
simple as identifying and reviewing a relevant LinkedIn group or participating in a free webinar.
You should also include at least three other professional development opportunities that will
assist you to develop and maintain your skills to ensure effective internal and external
workplace relationships,
The plan should show full details of the networking event, including the name of the event,
where it will be held, date and time and the cost of the event.
You should also provide a brief description of the expected benefit to yourself (in the role of
General Manager), as well as for the team of staff that you are responsible for in the role of
General Manager of Accountancy VICTORIA.
After you have participated in the opportunity, complete the Networking Report Template.
All of the documents you submit must be in clear and concise English and submitted by the date
advised by your assessor.
Student’s name:
Completed
successfully
Comments
Did the student: Yes No
Assessor name
Date
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
Feedback
Date
A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
Task summary
This roleplay requires the student to assume the role of the General Manager at Accountancy Victoria and
handle a dispute between two colleagues.
Required
Access to textbooks/other learning materials
Computer with Microsoft Office and internet access
Fair work Managing underperformance guide
http://www.fairwork.gov.au/about-us/policies-and-guides/best-practice-guides/managing-
underperformance
Space for a meeting
Timing
Your assessor will advise you of the due date of these submissions.
Submit
Action plan
Email inviting Tiffany to a meeting
Email inviting Tiffany and Ammar to a meeting
Email summarising the outcomes of the meeting
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.
Re-submission 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.
Re-assessment 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.
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.
It is six months later at Accountancy Victoria. A new intermediate accountant has been employed and there
has been some friction. The new intermediate accountant’s name is Ammar and he practices the Muslim
faith. One of the senior accountants, Tiffany, has been with the business for three years and always gets
along very well with her co-workers, but Tiffany has taken a disliking to Ammar as he refuses to shake
hands with their female clients when they come in for meetings. Tiffany and Ammar do a lot of work together
and are required to work closely. It has become apparent to everyone in the office that Tiffany dislikes
Ammar and believes he is sexist towards females. Ammar has come to speak to you to tell you that he feels
Tiffany is being very rude to him, especially in front of clients. He has explained to you that he cannot shake
hands with females as direct contact with a member of the opposite sex who are not directly related conflicts
with his religious beliefs as physical contact is not allowed. He tells you that it was never an issue at his
previous workplace and he is very upset that Tiffany thinks he is sexist and he has had enough. You have
told Ammar that you take this very seriously and you would like to help him and Tiffany resolve their
differences and you will get back to him shortly about the matter.
Refer to the Code of Conduct, the Workplace Communication and Consultation Policy and
Procedures and the Dispute Resolution Policy and Procedures you developed in Assessment
task 2.
Develop an action plan that includes a range of appropriate strategies to resolve the conflict
between Ammar and Tiffany, ensuring you follow the organisation’s policies and procedures.
Think about the issues involved on both sides and how this might escalate to involve other
employees or clients. Use the template provided to you.
3. Send an email to Tiffany and Ammar inviting them both to an informal resolution meeting.
The text of the email should be in grammatically correct English, written in an appropriate (polite,
business-like) style.
The email should suggest a suitable date, time and location for the meeting and a summary of
what will be discussed.
5. Follow up email
Send a follow up email to Tiffany and Ammar.
The text of the email should be in grammatically correct English, written in an appropriate (polite,
business-like) style.
Student’s name:
Completed
successfully
Comments
Did the student: Yes No
Assessor name
Date