SUMMATIVE ASSESSMENTS

The summative assessments are the major activities designed to assess your skills, knowledge and performance, as required to show competency in this unit. These activities should be completed after finishing the Learner Guide. You should complete these as stated below and as instructed by your trainer/assessor.

Skills, knowledge and performance may be termed as:

• Skills – skill requirements, required skills, essential skills, foundation skills
• Knowledge – knowledge requirements, required knowledge, essential knowledge, knowledge evidence
• Performance – evidence requirements, critical aspects of assessment, performance evidence.

Section A: Skills Activity

The Skills Activity is designed to be a series of demonstrative tasks that should be assessed by observation (by the assessor or third party, depending on the circumstances).

It will demonstrate all of the skills required for this unit of competency – your assessor will provide further instructions to you, if necessary.

Section B: Knowledge Activity (Q & A)

The Knowledge Activity is designed to be a verbal questionnaire where the assessor asks you a series of questions to confirm your competency for all of the required knowledge in the unit of competency.

Section C: Performance Activity

The Performance Activity is designed to be a practical activity performed either in the workplace or a simulated environment. You should demonstrate the required practical tasks for the unit of competency and be observed by the assessor and/or third party, as applicable to the situation. If the third party is required to observe you, you will need to make the required arrangements with them.

If necessary for the activities, you should attach completed written answers, portfolios or any evidence of competency to this workbook.

Section A: Skills Activity

Objective: To provide you with an opportunity to show you have the required skills for this unit.

This activity will enable you to demonstrate the following skills:

Writing skills to:

• Prepare and document clear and articulate team plans

Oral communication skills to:

• Overcome communication barriers in providing effective support and motivation to a team

Planning and organising skills to:

• Ensure activities and initiatives important to team development are integrated into own work planning

Answer the activity in as much detail as possible, considering your organisational requirements.

1. Prepare and document a clear and articulate team plan to dictate the roles and responsibilities they will undertake over a two-week period.

2. Within a workplace environment, demonstrate effective support and motivation to a team. What communication barriers do you have to overcome and how is this achieved?

3. Create a workplace schedule that demonstrates the integration of activities and initiatives to support team development into your plans.

Section B: Knowledge Activity (Q & A)

Objective: To provide you with an opportunity to show you have the required knowledge for this unit.

The answers to the following questions will enable you to demonstrate your knowledge of:

• Roles of and functions performed by supervisors and managers
• Expectations, roles and responsibilities of team members
• Considerations in the individual development of staff
• Features of different leadership styles
• Features of open and supportive communication
• Characteristics of effective leadership
• Principles of teamwork and:

• characteristics of effective teams
• roles and attributes of team members
• organisation of teams
• potential team problems
• benefits of effective teamwork

• Role and theories of motivation as they apply to the management of individuals and teams
• The role of group dynamics in successful team management
• Forms of recognition and reward applicable to leading staff
• Types of organisational plans and planning processes

Answer each question in as much detail as possible, considering your organisational requirements for each one.

1. Describe a minimum of three roles and functions performed by supervisors and managers.

2. Highlight two expectations, roles and responsibilities of team members in the workplace.

3. What aspects do you need to consider about employees in regard to each of the following:

• Change in job responsibilities
• External training and professional development
• Formal promotion
• Internal training and professional development
• Opportunity for greater autonomy or responsibility

4. Explain the use of at least two different styles of leadership.

5. What are the key features of open and supportive communication and why should it be encouraged?

6. Describe the meaning of being a leader in comparison to a manager and highlight the characteristics of an effective leader.

7. Explain the importance of teamwork within your organisation including examples of tasks that require teamwork, the roles of people within these teams, how teams are organised, and any issues that arise in teams.
8. Briefly describe the humanistic theory of motivation. How can Maslow’s hierarchy of needs theory be applied to the motivation of employees?

9. What are the characteristics of a group with a positive dynamic and why is this important for successful team management? Compare this to a group with a negative dynamic.

10. What methods could you use to recognise and reward leading staff members?

11. Describe the use of short-term, medium-term and long-term plans and objectives within your business.

Section C: Performance Activity

Objective: To provide you with an opportunity to demonstrate the required performance elements for this unit.

This activity will enable you to demonstrate the following performance evidence:

• Monitor individual or team performance demonstrating at least four of the following leadership and management roles:

• decision making
• delegation of tasks
• information provision
• provision of feedback
• motivation through recognition and rewards
• planning and organising
• Seek and respond to feedback from team members during the above service periods, in line with organisational goals and policies in the following areas:

• allocation or performance of work
• effectiveness of communication within team, between other teams or within organisation
• efficiency or deficiency in workplace practices

Answer the activity in as much detail as possible, considering your organisational requirements.

1. Within the workplace, monitor individual or team performance demonstrating at least four of the following leadership and management roles:

• Decision making
• Delegation of tasks
• Information provision
• Provision of feedback
• Motivation through recognition and rewards
• Planning and organising

2. During the monitoring of team performance, seek feedback from employees and provide responses in line with organisational policies and procedures in relation to the following:

• Allocation or performance of work
• Effectiveness of communication within team, between other teams or within organisation
• Efficiency or deficiency in workplace practices

Observation/Demonstration Performance Assessment Instrument

(For Trainer/Assessor to Complete)

S = Satisfactory NYS = Not Yet Satisfactory NA =Not Assessed Please tick column
Performance Evidence	S	NYS	NA	Comments/Observations
Monitor individual or team performance demonstrating at least four of the following leadership and management roles: decision making delegation of tasks information provision provision of feedback motivation through recognition and rewards planning and organising
Seek and respond to feedback from team members during the above service periods, in line with organisational goals and policies in the following areas: allocation or performance of work effectiveness of communication within team, between other teams or within organisation efficiency or deficiency in workplace practices
1.Model high standards of performance and behaviour	S	NYS	NA	Comments/Observations
Act as a positive role model through individual performance
Show support for and commitment to organisational goals in day-to-day work performance
Interact with team members in a positive and professional manner
2.Develop team commitment and cooperation
Develop and clearly communicate short, medium and long-term plans and objectives consistent with organisational goals in consultation with the team
Communicate expectations, roles and responsibilities of team members to encourage them to take responsibility for own work
Encourage teams and individuals to develop innovative approaches to work
Identify and reward individual and team efforts and contributions
Model and encourage open and supportive communication within the team
Seek and share information from the wider business environment with the team
Represent team interests in the wider environment
Seek feedback from team members and implement changes within the bounds of organisational goals and policies
3. Manage team performance
Delegate tasks and responsibilities, identify barriers to delegation, and implement processes to overcome them
Evaluate team member skills and provide opportunities for individual development
Monitor team performance to ensure progress towards achievement of goals
Provide mentoring and coaching to support team members
Motivate individuals and teams to achieve optimum performance
Provide recognition and rewards for team achievements
Knowledge Evidence	S	NYS	NA	Comments/Observations
Roles of and functions performed by supervisors and managers: decision making delegating tasks monitoring staff planning and organising providing information: organisation performance changes in organisational policies marketing information and targets overall organisational objectives plans for new equipment rationale for management decisions technology updates training developments
Expectations, roles and responsibilities of team members: adhering to policies and procedures cooperative and open communication nature and scope of work relationships with others in the workplace and interdependent areas of activity reporting requirements
Considerations in the individual development of staff: change in job responsibilities external training and professional development formal promotion internal training and professional development opportunity for greater autonomy or responsibility
Features of different leadership styles
Features of open and supportive communication
Characteristics of effective leadership
Principles of teamwork and: characteristics of effective teams roles and attributes of team members organisation of teams potential team problems benefits of effective teamwork
Role and theories of motivation as they apply to the management of individuals and teams
The role of group dynamics in successful team management
Forms of recognition and reward applicable to leading staff: acknowledging individual good performance to the whole team incentive initiatives informal acknowledgement presenting awards written reports to management
Types of organisational plans and planning processes
Assessor Comments:
Assessor declaration:
I confirm that I have observed the Candidate demonstrate the skills associated with the elements, performance criteria, performance evidence, knowledge evidence for assessment and required skills for this unit competently.
Assessor name	Assessor signature	Date

Appendix: Workplace Documentation – for learner

Workplace documents checklist

To demonstrate and support workplace knowledge, workplace documents can be submitted to the assessor or third party. Indicate in the table below the documents that have been provided. Please refer to your trainer/assessor if clarification is required or if you have any further questions on what you are able to provide or use.

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