PROJECT

PORTFOLIO

Student Submission

BSBTWK502
MANAGE TEAM
EFFECTIVENESS
BSBTWK502Assessment Task 2 Project portfolio Template 04/04/23

BSBTWK502Assessment Task 2 Project portfolio

Submission Link: https://forms.gle/8HdcksmXDeN6kngq5

Student name: ( Your name )

Student ID: .( Your Student ID)

Student email address: ( Your student email )

Assessor:

Date

Section 1: Establish a team performance plan

Team Name: Operational sales team

What will your role in the team In the scenario of this case study, it will be related to the sales
be and who are your team
members? operations team and my role will be in the team would be sales

State their roles in the team representative. The role of sales representative will be effective to
and provide a short
Wordeducation. Being a manufacturing company, there is a vital role
description.
of sales representative. Sales representatives directly interact with
customers so they should have a plan for better performance.

Provide an overview of the A team is seeking the generating more revenue by increasing
purpose of the team in line
with organisational objectives. sales by analyzing business-to-consumer strategy (B2C) to sell the

What is the team seeking to products.

accomplish?

Team manager The role of a manager or team leader has the most important in
responsibilities implementing business for the long term. How they manage a team
may determine the business accomplishment. An effective team
What is the role of a manager
manager must play a relevant role to bring performance productivity.
or team leader?
Here are some significant roles of a manager or team leader:
BSBTWK502 Manage team effectiveness | 3
  To maintain a safe and secure working environment

 To communicate with other team members and concern

feedback to them

 To support the team by providing effective training and

improve in skills

 Through the discussion make a relevant strategy or plan

 Set a goal and vision to achieve organizational goal

 To expand team

Team tasks A sales team must do:

What are the main tasks and  The team needs to understand the SWOT of the company
activities the team needs to
 7 Ps marketing strategies should be implemented
do?
 They may implement preferred strategies

 They must adopt digital marketing

 They may evaluate their performance by comparing their

previous data

What input was received from Worldeducation sold over 35000 tablets to over 550 schools in 23
the stakeholder/s? countries and generate income in hardware sales. Additionally, the
pandemic surprisingly brought multiple new leads. The tech-
supported team to re-adapt the software to remote learning for
many of the schools.

What input was received from I gained the most of knowledge from team members to work
your team member? effectively and how improvement is necessary for personal and
organizational growth. Through the collaboration, we can improve
our skills and communication skills.

Team member tasks and

Sales manage: Organized and provide a training for increase in
KPI’s
How did you decide which number of sales by end of the year.
task to assign to each team
Sales representative: Jane Stone will organize a strategy for
member?

BSBTWK502 Manage team effectiveness | 4

 accompanying virtual events.
What are the timelines for
completing each task? Sales Representative: Jala Singh will research a suitable CRM in

July 2021 because he can promote it with the 10 years’ experience.

Sales Representative: Jay Santos will liaise with marketing team

because of his communication skills.

Setting KPI’s
Sales manage: Organized and provide a training for increase sales
Outline the key performance
indicators for each task. by 10 %.

Sales representative: A strategy for KIP’s should accomplish virtual

events to gain the organizational revenue.

Sales Representative: Jala Singh will research a suitable CRM to

secure ICT security.

Sales Representative: Jay Santos will liaise with marketing team

to attract more customers.

Supporting the members of a As a sales representative, through the session I supported my team
team to achieve expected to perform effectively.
performance outcomes
https://www.socoselling.com/how-to-build-a-sales-team-from-the-
ground-up-in-10-steps/

Attach: Link to business website About page or corporate

☐
brochure that summarises what the business does OR
Simulation Pack if using case study worldeducation ☐

Team Performance Plan

☐
Slides, visual aids or video clips

BSBTWK502 Manage team effectiveness | 5

 Section 2: Develop and facilitate team cohesion

Complete this section after the meeting.

Policies and procedures Team cohesion is the extent to develop each team members desire
to contribute to the group ability to continue as a functioning work
How did you develop/ modify
unit. To enhance coach effectiveness
the Internet Use Policy?

Develop team cohesion

What were the communication
skills you applied when giving
feedback?

What are the issues,

concerns, problems
highlighted?

How did you help team

members identify issues?

How did you apply your

problem-solving skills?

How did you encouraging

team members to take
responsibility for team
activities?

Facilitate teamwork
How did you adapt your
personal communication style
to build positive working
relationships?

Model desired behaviour and

practices

BSBTWK502 Manage team effectiveness | 6

Promote collaboration
Encourage and foster shared
understanding of purpose,
roles and responsibilities

Complete this section after the brainstorming session.

Develop a process for

addressing concerns.
What were your ideas?

Outline the process you

developed

What brainstorming and group

leadership techniques did you
use?

BSBTWK502 Manage team effectiveness | 7

 Section 3: Liaise with stakeholders

Communicating with line

management
You can use this space to
plan your ideas if you like but
you must include the emails
as attachments
Create your email to your line
manager. Include:
What were the issues?
What solutions are you
proposing?

Create an email to your team.

Include:
What was the decision line
management informed you
of?
When will this change occur?
How will it affect the team?
Attach to your portfolio.

Liaising with stakeholders

How can a manager establish
open communication
processes with stakeholders?

What unresolved issues,

concerns and problems needs
to be communicated to
stakeholders?

Applying feedback
What feedback did you
receive from the
stakeholders?

BSBTWK502 Manage team effectiveness | 8

How did you address their
concerns?

Attach: Presentation slides

☐
Make some slides for the communication of the email

Email to line manager ☐

Email to team ☐

Assessment Task 2: Checklist 

Trainer to Fill

Completed
successfully? Comments

Did the student: Yes No

Establish a team performance plan by:

 Identifying the team purpose, roles, and responsibilities according
to both the organisational and task objectives
 Developing performance plans with expected outcomes, KPIs and
goals for their team
 Supporting team members to meet their KPIs and goals?

Develop and facilitate team cohesion by:

 Developing strategies for team members to have input into
planning, decision making and being involved in achieving team
tasks
 Developing or modifying policies and procedures for promoting
team member accountability for personal work and team tasks
 Providing feedback to team members on their team effort and
contributions
 Developing processes for identifying and addressing issues,
concerns and problems identified by team members?

Support the team to meet expected performance outcomes including

providing formal and informal learning opportunities as needed?

Facilitate teamwork by:

 Encouraging team members to participate in and to take
responsibility for team activities

BSBTWK502 Manage team effectiveness | 9

 Supporting the team in identifying and resolving work
performance problems
 Promoting work team collaboration through individual
behaviour?

Provide feedback to encourage, value and reward their team

members?

Model desired behaviour and practices during interactions with their

team?

Encourage and foster shared understanding of purpose, roles and

responsibilities?

Liaise with stakeholders by:

 Establishing and maintaining open communication processes
with relevant stakeholders
 Communicating information from line management to the team
 Communicating and follow-up unresolved issues, concerns and
problems raised by team members with line management
 Addressing unresolved issues, concerns and problems raised
by stakeholders?

Manage the effectiveness of at least one work

team?

Communicate effectively with a range of

stakeholders about team performance plans and
team performance?

Task outcome: Satisfactory Not satisfactory

Assessor signature:

Assessor name:

Date:

BSBTWK502 Manage team effectiveness | 10



Final results record

Student name:

Assessor name:

Date

Final assessment results

Result

Unsatisfactor
Task Type Satisfactory y Did not submit

Assessment Task 1 Knowledge questions S U DNS

Assessment Task 2 Project Portfolio 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. 

BSBTWK502 Manage team effectiveness | 11

Assessor signature:   Date: 

BSBTWK502 Manage team effectiveness | 12

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