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Graduate Diploma Assessment Guide

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0% found this document useful (0 votes)
953 views95 pages

Graduate Diploma Assessment Guide

Uploaded by

Harmeet Singh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 95

BSBLDR812 Develop and Cultivate Collaborative

Partnerships and Relationships

STUDENT PACK

Version Number: 10 (Review date: 01/06/2022) Unit Code: BSBLDR812 Page 1 of 95


. What is the purpose of this document?
The StudentPack is the document you, the student, needs to complete to demonstrate competency. This document
includes the context and conditions of your assessment, the tasks to be completed by you and an outline of the
evidence to be gathered.

The information includes the following:

1. Information related to the unit of competency


2. Guidelines and instructions to complete each task and activity

These documents are designed after conducting thorough industry consultation. Students are encouraged to evaluate
this document and provide constructive feedback to their training organisation if they feel that this document can be
improved.

Version Number: 10 (Review date: 01/06/2022) Unit Code: BSBLDR812 Page 2 of 95


ASSESSMENT INFORMATION for students
1.1 How you will be assessed

The process we follow is known as competency-based assessment. This means that evidence of your
current skills and knowledge will be measured against national standards of best practice, not against the
learning you have undertaken either recently or in the past. Some of the assessment will be concerned with
how you apply your skills and knowledge in the workplace, and some in the training room as required by
each unit.

The Graduate Diploma is at Level 8 on the Australian Qualifications Framework. This means that course
design, delivery and assessment must meet the specifications of Level 8 in the AQF – see
https://www.aqf.edu.au/sites/aqf/files/aqf-2nd-edition-january-2013.pdf

Graduates of a Graduate Diploma will have advanced knowledge within a systematic and coherent body of
knowledge that may include the acquisition and application of knowledge and skills in a new or existing
discipline or professional area.

They will have:


• cognitive skills to review, analyse, consolidate and synthesise knowledge and identify and provide
solutions to complex problems
• cognitive skills to think critically and to generate and evaluate complex ideas
• specialised technical and creative skills in a field of highly skilled and/or professional practice
• communication skills to demonstrate an understanding of theoretical concepts • communication skills to
transfer complex knowledge and ideas to a variety of audiences

The assessment tasks have been designed to enable you to demonstrate the required skills and knowledge
and produce the critical evidence to successfully demonstrate competency at this standard.
Your assessor will ensure that you are ready for assessment and will explain the assessment process.
Your assessment tasks will outline the evidence to be collected and how it will be collected, for example, a
written activity, case study, or demonstration and observation.

The assessor will also have determined if you have any special needs to be considered during assessment.
Changes can be made to the way assessment is undertaken to account for special needs and this is called
making Reasonable Adjustment.

What happens if your result is ‘Not Yet Satisfactory’ for one or more assessment tasks?
Our assessment process is designed to answer the question “has the desired learning outcomebeen
achieved yet?” If the answer is “Not yet”, then we work with you to see how we can get there.
In the case that one or more of your assessments has been marked ‘NYS’, your trainer will provide you with
the necessary feedback and guidance, in order for you to resubmit your responses.

What if you disagree on the assessment outcome?


You can appeal against the decision made on your assessment. An appeal should only be made if you
have been assessed as ‘Not Yet Competent’ against a unit of competency and you feel you have sufficient
grounds to believe that you are entitled to be assessed as competent. You must be able to adequately
demonstrate that you have the skills and experience to be able to meet the requirements of units you are
appealing the assessment of.

Your trainer will outline the appeals process, which is available to the student. Nova Institute’s Complaints
and Appeals Policy is on the Nova Institute website. You can request a form from Reception to make an
appeal and submit it to your trainer, the course coordinator, or the Student Support Officer. Nova will
examine the appeal and you will be advised of the outcome within 14 days. Any additional information you
wish to provide may be attached to the appeal form.
Version Number: 10 (Review date: 01/06/2022) Unit Code: BSBLDR812 Page 3 of 95
What if I believe I am already competent before training?
If you believe you already have the knowledge and skills to be able to demonstrate competence in this unit,
speak with your trainer, as you may be able to apply for Recognition of Prior Learning (RPL).

How should I format my assessments?


Your assessments should be typed in an 11 or 12 point size font for ease of reading. You must include a
footer on each page with the complete student name (not just a first name), unit code and date. Your
assessment needs to be submitted as an electronic copy as requested by your trainer. Your trainer will
provide you with an email address to send it to.

How long should my answers be?


The length of your answers will be guided by the description in each assessment.

Use the word count function in Microsoft Word to check the number of words in your answer. Your answers
must not be too long or too short.

How should I reference the sources of information I use in my assessments?


Include a reference list at the end of your work on a separate page. You MUST reference the sources you
have used in your assessments in the Harvard Style (see Nova Website) and provide a reference list.

ASSESSMENTS THAT DO NOT HAVE APPROPRIATE REFERENCING WILL NOT BE ACCEPTED. If


you have problems referencing your assessment, see your trainer or the Training and Compliance Manager
for help.

1.2 Guide to satisfactory assessment completion

The following table shows you how to achieve a satisfactory result against the criteria for each type of
assessment task. The following is a list of general assessment methods that can be used in assessing a
unit of competency. Check your assessment tasks to identify the ones used in this unit of competency.

Version Number: 10 (Review date: 01/06/2022) Unit Code: BSBLDR812 Page 4 of 95


Assessment Satisfactory Result Non-Satisfactory Result
Method
You will receive an overall result of Competent or Not Yet Competent for the unit. The assessment
process is made up of a number of assessment methods. You are required to achieve a satisfactory
result in each of these to be deemed competent overall. Your assessment may include the following
assessment types.
Questions All questions answered correctly Incorrect answers for one or more
questions
Answers address the question in full; Answers do not address the question in
referring to appropriate sources from full. Does not refer to appropriate or
your Learner Guide, textbooks and e- correct sources.
journals. and/or workplace
Answers address the question at the Answers do not address the question at
level of the qualification in the required the level of the qualification in the
domain, e.g. if asked to analyse, the required domain, e.g. provides a list of
answer contains analysis rather than a factors when asked to analyse factors.
statement.
Written Activity The assessor will mark the activity Does not follow guidelines/instructions
against the detailed
guidelines/instructions
Attachments if requested are attached Requested supplementary items are not
attached
All requirements of the written activity Response does not address the
are addressed/covered. requirements in full; is missing a
response for one or more areas.
Responses must refer to appropriate One or more of the requirements are
sources from your student workbook, answered incorrectly.
textbooks and e-journals. and/or Does not refer to or utilise appropriate or
workplace correct sources of information
Responses must show the level of Responses are descriptive rather than
analysis required for a graduate diploma, analytic.
rather than description, or merely Uses material from other sources but
quoting sources. does not use it in analysis or to develop 1.3 If
an argument to support an opinion. your
Case Study All comprehension questions answered Lack of demonstrated comprehension of
correctly; demonstrating an application the underpinning knowledge (remove)
of knowledge of the topic case study. required to complete the case study
questions correctly. One or more
questions are answered incorrectly.
Answers address the question in full; Answers do not address the question in
referring to appropriate sources from full; do not refer to appropriate sources.
your student workbook, textbooks and e-
journals. and/or workplace
Attachments if requested are attached Requested supplementary items are not
attached
assessment is NYC

 Where a student’s answers are deemed not yet satisfactory after the first attempt, a resubmission attempt will
be allowed.
 If a third submission is required, the student must pay the reassessment fee of $200

Version Number: 10 (Review date: 01/06/2022) Unit Code: BSBLDR812 Page 5 of 95


 .

Assessment Cover Sheet


BSBLDR812 Develop and cultivate collaborative
partnerships and relationships

Result and Feedback


Assessment Cover Sheet

Student’s name:
Feedback to Student: Anu bala

Assessors Name: Sam.r Date: 3/12/2024

Is the Student ready for assessment? Yes No


Has the assessment process been explained? Yes No
Does the Student understand which evidence is to be collected and how? Yes No
Have the Student’s rights and the appeal system been fully explained? Yes No
Have you discussed any special needs to be considered during
Yes No
assessment?

The following documents must be completed and attached

Knowledge TestChecklist
The student will complete the written activity provided to them by
S NYS
the assessor.
The Written Activity Checklist will be completed by the assessor.
 Task 2Outcome
Overall - Project Checklist Competent Not yetAssessment
Competent method-based instru
The student will complete the practical activity provided to them
Assessor S NYS
by the assessor. Date:
Signature:
The Practical Activity Checklist will be completed by the assessor.
Task 3 – Skills Checklist
The student will answer a range of questions. S NYS
The Questioning Checklist will be completed by the assessor.
I agree to undertake assessment in the knowledge that information gathered will only be used for
professional development purposes and can only be accessed by the RTO:

Overall Outcome Competent Not yet Competent


Student Signature: Anu bala Date:

Assessor Signature: Date:

Version Number: 10 (Review date: 01/06/2022) Unit Code: BSBLDR812 Page 6 of 95


Instructions for answering the written questions:
 This is an individual assessment.
 To ensure your responses are satisfactory, consult a range of learning resources and other
information such as handouts, textbooks, learner resources etc.
 Complete a written assessment consisting of a series of questions.
 You will be required to answer all the questions correctly.
 Do not start answering questions without understanding what is required. Read the questions
carefully and critically analyse them for a few seconds; this will help you to identify what
information is needed in the answer.
 Your answers must demonstrate an understanding and application of the relevant concepts
and critical thinking.
 Be concise, to the point and write answers within the word-limit given to each question. Do
not provide irrelevant information. Remember, quantity is not quality.
 You must write your responses in your own words.
Assessment Task 1: Knowledge Test
 Use non-discriminatory language. The language used should not devalue, demean, or exclude
individuals or groups based on attributes such as gender, disability, culture, race, religion, sexual
preference or age. Gender-inclusive language should be used. To be assessed as Satisfactory in
this assessment task, all questions must be answered correctly.
 When you quote, paraphrase, summarise or copy information from other sources to write your
answers or research your work, always acknowledge the source

Version Number: 10 (Review date: 01/06/2022) Unit Code: BSBLDR812 Page 7 of 95


Provide your response to each question in the box below.

Q1: Answer the following question:

Explain the legislative and regulatory requirements to establish a partnership agreement in 200-250 words.

1. Corporations Act 2001: Regulates the conduct of business and partnership structures, ensuring compliance
with corporate laws.
2. Competition and Consumer Act: Ensures fair trade practices, protecting both consumers and businesses.
3. Privacy Act 1988: Safeguards personal information shared within the partnership.
4. Work Health and Safety Act 2011: Ensures safe working conditions for all involved.

Additional Requirements:

 Contractual Agreement: A formal written contract detailing roles, responsibilities, profit sharing, and
dispute resolution mechanisms.
 Corporate Governance: Establishing ethical decision-making frameworks and compliance measures.
 Taxation Implications: Understanding GST, income tax, and other obligations under Australian tax laws.

Q2: Answer the following question:

What are the legislative and regulatory requirements for registering a partnership business? Write your answer in
100-150 words.

Australian securities and investment commission Act Governs business name registration and legal obligations
for partnerships.
Australian taxation act: Ensures the registration of a Tax File Number (TFN) and compliance with tax obligations
like GST and income tax.

Q3: Scenario:

You are working on a project. As per the project task requirements, you are required to integrate a risk
management plan into your project.

Q: Explain the seven (7) risk management principles that you would consider when integrating a risk
management plan in your project in 300-350 words.

 Proactive Approach: Anticipate and mitigate risks before they arise.


 Risk Awareness and Transparency: Cultivate open communication about potential risks.
 Clear Accountability and Responsibilities: Define roles for managing risks.
 Appropriate Resources and Standards: Allocate resources and adhere to standards for
effective risk management.
 Continuous Monitoring: Regularly assess and address risks as they evolve.
Version Number: 10 (Review date: 01/06/2022) Unit Code: BSBLDR812 Page 8 of 95
 Integration into Project Objectives: Align risk management with project goals.
 Stakeholder Involvement: Engage stakeholders in identifying and addressing risks.

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Q4: Explain the purpose of an organisation’s mission, vision and value statements. Write your
answer in 100-150 words.

Mission, vision, and value statements define an organization’s purpose and strategic direction. The mission outlines
the organization's reason for existence and its core objectives, providing a clear purpose for operations. The vision
describes the organization's aspirations and where it aims to be in the future, inspiring stakeholders and aligning
long-term efforts. Value statements establish the principles and ethical standards that guide decision-making and
behavior. These elements ensure that activities deliver value in terms of return on investment, align with the
organization’s goals, and create a cohesive strategy. By articulating these statements, organizations can coordinate
opportunities effectively, assess them comprehensively, and maintain focus on achieving their objectives while
upholding their core values.

Q5: How does the mission, vision and values guide the strategic direction and objectives of the organization?
Write your answer in 200-250 words.

Mission, vision, and values guide an organization’s strategic direction by establishing a framework for decision-
making and prioritization. The mission clarifies the organization’s purpose, ensuring all actions contribute to its
objectives. The vision provides a clear, aspirational goal that motivates stakeholders and drives collaborative efforts.
By setting shared values, organizations foster trust, cohesion, and alignment among partners and team members.

These elements also play a critical role in aligning resources and initiatives with strategic goals. For example, a
compelling vision inspires employees and partners to commit to long-term objectives, while values guide ethical and
effective collaboration. Together, they provide a consistent reference point for evaluating new opportunities,
resolving conflicts, and maintaining focus on the organization's overarching goals. In partnerships, shared values
and visions strengthen cohesion, ensuring all parties are united in purpose. Ultimately, mission, vision, and values
drive sustainable success by inspiring commitment and aligning efforts with strategic priorities.

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Q6: What is the purpose of an organisational purpose statement? Why is it important? Write your answer in
350-400 words.

An organizational purpose statement is a concise declaration of why the organization exists and what it aims to
achieve. It provides clarity on the organization’s goals, aligning all stakeholders—employees, partners, and
customers—toward a common objective. The purpose statement acts as a guiding principle, ensuring that all
decisions and actions are consistent with the organization's overarching mission and strategic priorities.

The importance of a purpose statement lies in its ability to inspire alignment and drive engagement. By articulating a
clear purpose, organizations can foster a sense of identity and shared commitment among stakeholders. This
alignment helps individuals and teams understand how their roles contribute to the broader organizational goals,
boosting morale and productivity. Furthermore, a well-defined purpose statement shapes the organization’s culture,
reinforcing values that guide behavior and decision-making.

A strong purpose statement also supports external relationships by communicating the organization’s core intentions
to partners, customers, and the community. It creates a foundation of trust and credibility, enabling stronger
collaborations and customer loyalty. Additionally, the purpose statement ensures that strategic initiatives remain
focused and relevant, even in a rapidly changing business environment.

In summary, the organizational purpose statement provides clarity, inspires alignment, guides decision-making, and
shapes culture. It is a vital tool for ensuring that the organization remains focused on its mission while adapting to
evolving challenges and opportunities.

Q7: Why is it important to align your organisation’s and partner organisation’s mission, purpose, values,
objectives and strategies? Write your answer in 150-200 words.

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Aligning an organization’s mission, purpose, values, objectives, and strategies with those of its partners is crucial for
long-term success. This alignment ensures that all parties share a common purpose, creating a foundation for
collaboration and mutual understanding. When organizations clearly define and align their goals, they establish trust
and cohesion, enabling seamless teamwork and decision-making.

Aligned missions and strategies also enhance efficiency by ensuring that all efforts are directed toward achieving
shared objectives. A shared vision inspires commitment, motivating all stakeholders to work together toward long-
term goals. Furthermore, aligning values promotes ethical and consistent practices, which strengthens partnerships
and builds credibility with customers and other stakeholders.

In today’s rapidly changing business climate, purpose-driven organizations with clear alignment are better
positioned to adapt, innovate, and thrive. This alignment not only fosters a sense of shared identity but also supports
sustained success by ensuring all parties are united in purpose and direction.

Q8: What is the difference between collaboration and participation? Write your answer in 100-150
words.

Collaboration involves active engagement and joint effort among individuals or groups to achieve a shared
goal. It requires deeper integration, cooperation, and mutual support to address challenges collectively.
Collaboration emphasizes synergy, where participants bring unique strengths and expertise to create a more
effective outcome.

In contrast, participation refers to involvement or contribution, which can be active or passive. It might
involve simply being present or contributing in a limited capacity without the depth of cooperation seen in
collaboration. Participation is often more individualistic and may not require the same level of shared effort
or responsibility.

While both concepts involve involvement, collaboration goes beyond mere participation by fostering shared
ownership, accountability, and active problem-solving. It is essential in environments where teamwork and
innovation are critical for success.

Version Number: 10 (Review date: 01/06/2022) Unit Code: BSBLDR812 Page 12 of 95


Q9:. Explain any five (5) techniques that cultivate collaborative relationships and partnerships in 250-300
words.

Cultivating collaborative relationships and partnerships requires intentional techniques to build trust, communication,
and mutual respect. Five key techniques are:

1. Foster Open Communication Channels: Transparent and open communication is the cornerstone of
collaboration. Regular updates, active listening, and ensuring all parties feel heard create an environment of
trust and understanding.
2. Celebrate Successes: Acknowledging and celebrating shared achievements strengthens relationships. It
motivates all parties and highlights the value of working together.
3. Encourage Flexibility and Adaptability: Flexibility in approaches and adaptability to changing
circumstances ensure that partnerships remain effective despite challenges or evolving needs. This
demonstrates commitment to long-term success.
4. Accommodate Diverse Perspectives and Needs: Recognizing and valuing diverse viewpoints fosters
inclusivity and innovation. Encouraging input from all stakeholders ensures that the partnership benefits from
varied expertise and experiences.
5. Develop Clear Roles and Responsibilities: Establishing clear expectations for each party prevents
misunderstandings and ensures accountability. A structured approach to roles streamlines collaboration and
enhances efficiency

Q10: Explain the following common data collection methods relevant to the development of a
collaborative partnership in 250-300 words.

a) Interviews
b) Focus groups
c) Questionnaires and surveys

 Interviews: Interviews involve direct, structured conversations conducted in person, over the phone, or virtually. They
are suitable for gathering in-depth insights from a small number of respondents. While highly detailed, interviews are
time-consuming and may not be efficient for large participant groups. They allow for clarification and exploration of
complex topics, making them valuable in collaborative partnerships for understanding stakeholder needs and
expectations.
 Focus Groups: Focus groups involve a small group of 8-10 participants discussing a common topic or problem.
Facilitated by a moderator, focus groups generate diverse perspectives and foster dynamic discussions. This method is
ideal for brainstorming ideas or gaining consensus on critical issues in a collaborative partnership. However, they
require careful moderation to ensure all voices are heard.
 Questionnaires and Surveys: Questionnaires and surveys use a structured set of open-ended or closed-ended questions
distributed to a broader audience. They are efficient for collecting data from many respondents, providing a broader
perspective on shared goals and challenges. Surveys are cost-effective and easily scalable but may lack the depth of
interviews or focus groups.

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Q11: Explain any following communication techniques to conduct stakeholder consultations in
150-200 words.

a) Scheduling a meeting
b) Send out a newsletter.
c) Project summary report

1. Scheduling a Meeting: Organizing meetings is a structured way to engage stakeholders. The


process involves steps like identifying the necessity of the meeting, prioritizing attendees, finding a
suitable time, setting an agenda, and preparing for questions. Meetings allow for real-time
discussion, decision-making, and clarifications. Following up afterward ensures outcomes are
implemented effectively.
2. Sending Out a Newsletter: Newsletters are a cost-effective way to share updates about projects,
initiatives, or brand developments. They help keep stakeholders informed about progress, upcoming
events, or changes. Newsletters foster transparency and strengthen the relationship by demonstrating
ongoing communication and inclusion in the process.
3. Project Summary Report: A project summary report provides stakeholders with a concise
overview of key project details, objectives, and outcomes. It includes context, requirements,
analyses, and conclusions, making it an effective tool for ensuring stakeholders understand the
scope and progress of the project. This method supports transparency and aligns stakeholders with
project goals.

Q12: Discuss the communication techniques to foster collaborative partnerships in 250-300 words.

 Provide Regular Feedback: Sharing constructive and positive feedback helps team members understand their
performance and areas for improvement. Regular feedback ensures alignment with shared goals and encourages a culture
of continuous improvement.
 Celebrate Successes: Acknowledging achievements motivates teams and strengthens relationships. Celebrations boost
morale and reinforce the value of collaboration in achieving shared objectives.

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 Lead by Example: Demonstrating behaviors like active listening, open communication, and teamwork sets a positive
tone for others to follow. Effective leaders inspire collaboration by modeling desired practices.
 Encourage Active Listening: Active listening ensures that all perspectives are heard and understood. This technique
fosters inclusivity and helps resolve misunderstandings effectively, creating a stronger foundation for collaboration.
 Foster a Positive Team Culture: Creating an environment where stakeholders feel valued and comfortable sharing ideas
promotes open dialogue and innovation. A supportive culture enhances trust and engagement within the partnership.

Q13: What is emotional intelligence? What is its relationship to individual and team effectiveness? Write
your answer in 250-300 words.

Emotional intelligence (EI) is the ability to recognize, understand, and manage one’s emotions while effectively
navigating interpersonal relationships. EI encompasses four core competencies:

1. Self-Awareness: Understanding one’s emotions and their impact on actions and decisions.
2. Self-Management: Controlling emotions and adapting to changing circumstances positively.
3. Social Awareness: Recognizing and empathizing with the emotions of others.
4. Relationship Management: Building strong interpersonal connections through effective communication and
conflict resolution.

EI significantly enhances individual and team effectiveness. For individuals, it fosters better decision-making,
adaptability, and stress management. In a team setting, EI improves collaboration by promoting understanding,
empathy, and respect among members. Leaders with high EI create a positive work culture, motivating employees
and reducing conflicts.

Q14: What are the four (4) four stages of transformational change in an organisation?
How can these stages be managed? Write your answer in 200-250 words.

Transformational change involves four key stages:

1. Shock: In the initial stage, employees may focus on the past, showing withdrawal and uncertainty.
Productivity is often low as individuals process the change. This stage can be managed by providing
clear and consistent information to help employees understand the reasons for the change.
2. Resistance: The second stage is characterized by emotions like anger, blame, and anxiety.
Resistance to the change may manifest in negative attitudes or reduced cooperation. Managers

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should address this stage with empathy, clear communication, and opportunities for employees to
express their concerns.
3. Exploration: During this stage, employees start to explore the implications of the change. While
there is energy and enthusiasm, it may be accompanied by confusion and lack of focus. Managers
can guide employees by providing clear direction, training, and support to channel their efforts
productively.
4. Commitment: In the final stage, employees begin to accept the change and work collaboratively.
Cooperation improves, and the team becomes more focused. To sustain commitment, managers
should reinforce the benefits of the change, celebrate progress, and maintain open communication.

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Q15 Explain the different stages of change management in 450-500 words.

Change management involves a systematic process to help organizations transition from their current state
to a desired future state. The key stages include:

1. Prepare the Organization for Change: This stage focuses on building a foundation for the
change. Leaders must communicate the need for change and its benefits to employees. Culturally
preparing the organization ensures readiness and willingness to embrace the transition.
2. Create a Plan for Change: A well-structured plan outlines the strategic goals the change aims to
achieve. It includes timelines, resource allocation, communication strategies, and key performance
indicators (KPIs) to measure success. Involving stakeholders in this planning process fosters
ownership and alignment.
3. Implement the Change: Execution is a critical phase where plans are put into action. This stage
involves training employees, providing resources, and addressing challenges promptly. Regular
communication ensures that employees remain informed and engaged throughout the
implementation.
4. Embed the Change: Once the change is implemented, it is essential to integrate it into the
organization’s culture and processes. Leaders must ensure that new practices are consistently
followed, offering support and reinforcement where needed.
5. Analyze the Results: Evaluation is necessary to determine whether the change has achieved its
intended goals. Organizations should assess KPIs, gather feedback, and identify areas for
improvement. Continuous monitoring ensures long-term success and adaptability.

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BSBLDR812 Develop and cultivate collaborative
partnerships and relationships

ASSESSMENT 1 – Knowledge Test Checklist


Student’s Name

Assessor’s name:

Satisfactory response: Yes No

Explain the legislative and regulatory requirements to establish a


1
partnership agreement
y 
Explain the legislative and regulatory requirements for registering a
2
partnership business?
y 
Explain the seven (7) risk management principles that you would
3
consider when integrating a risk management plan in your project
y 
Explain the purpose of an organisation’s mission, vision and value statements.
4 y 
How does the mission, vision and values guide the strategic direction and
5
objectives of the organisation? y 
What is the purpose of an organisational purpose statement? Why is it
6
important? y 
Why is it important to align your organisation’s and partner
7
organisation’s mission, purpose, values, objectives and strategies? y 
8 What is the difference between collaboration and participation? y 
Explain any five (5) techniques that cultivate collaborative relationships
9
and partnerships y 
Explain the following common data collection methods relevant to the
development of a collaborative partnership:
10 a) Interviews y 
b) Focus groups
c) Questionnaires and surveys
Explain the following communication techniques to conduct stakeholder
consultations in 150-200 words.
11 a) Scheduling a meeting y 
b) Sending out a newsletter.
c) Project summary reporting
Discuss the communication techniques to foster collaborative
12
partnerships. y 
What is emotional intelligence? y 
13
What is its relationship to individual and team effectiveness? y 
What are the four (4) four stages of transformational change in an
14
organisation?? y 
15 How can these stages be managed? y 
16 Explain the different stages of change management y 
Feedback to Student:

Version Number: 10 (Review date: 01/06/2022) Unit Code: BSBLDR812 Page 18 of 95


Result Satisfactory Not Yet Satisfactory
Assessor’s Signature: Date:

Version Number: 10 (Review date: 01/06/2022) Unit Code: BSBLDR812 Page 19 of 95


Pre-Assessment Checklist: Task 2 - Skills Test – Research Report
The purpose of this checklist
The pre-assessment checklist helps students determine if they are ready for assessment. The
trainer/assessor must review the checklist with the student before the student attempts the
assessment task. If any items of the checklist are incomplete or not clear to the student, the
trainer/assessor must provide relevant information to the student to ensure they understand the
requirements of the assessment task. The student must ensure they are ready for the assessment
task before undertaking it.
Section 1: Information for Students
Make sure you have completed the necessary prior learning before attempting this assessment.
Make sure your trainer/assessor clearly explained the assessment process and tasks to be
completed.
Make sure you understand what evidence is required to be collected and how.
Make sure you know your rights and the Complaints and Appeal process.
Make sure you discuss any special needs or reasonable adjustments to be considered during the
assessment (refer to the Reasonable Adjustments Strategy Matrix and negotiate these with your
trainer/assessor).
Make sure that you have access to a computer and the internet (if you prefer to type the
answers).
Make sure that you have all the required resources needed to complete this assessment task.
The due date of this assessment task is in accordance with your timetable.
In exceptional (compelling and compassionate) circumstances, an extension to submit an
assessment can be granted by the trainer/assessor. Evidence of the compelling and
compassionate circumstances must be provided together with your request for an extension to
submit your assessment work.
The request for an extension to submit your assessment work must be made before the due
date.
Section 2: Reasonable adjustments
I confirm that I have reviewed the Reasonable Adjustments guidelines and criteria as
provided in Appendix A and attached relevant evidence as required and select the correct
checkbox.
I do require reasonable adjustment
I do not require reasonable adjustment
Declaration (Student to complete)
I confirm that the purpose and procedures of this assessment task has been clearly explained to
me.
I confirm that I have been consulted about any special needs I might have in relation to the
assessment process.
I confirm that the criteria used for this assessment has been discussed with me, as have the
consequences and possible outcomes of this assessment.
I confirm I have accessed and understand the assessment information as provided in the
Training Organisation’s Student Handbook.
I confirm I have been given fair notice of the date, time, venue and/or other arrangements for
this assessment.
I confirm I am ready for assessment.

Student Name: anu bala______________________________________

Student Signature: ___anu bala________________________________

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Assessment method-based instructions and guidelines:
Skills Test – Research Report
Assessment type

 Skills Test - Research Report

Instructions provided to the student:

Assessment task description:

 This is the second (2) task you must successfully complete to be deemed competent in this
unit of competency.
 This assessment task comprises a research report.
 The student is required to complete a research report on potential opportunities to develop
collaborative partnerships and relationships with business and industry stakeholders.
 You must attempt all criteria to the required level, e.g. the assessment criteria mentioned
in the performance checklist needs to be deemed satisfactory in this task.
 For your trainer/assessor to assess your competency in this assessment task, you must
prepare your report by following all instructions outlined.
 You will receive your feedback within two weeks, and you will be notified by your
trainer/assessor when results are available.

Applicable conditions:

 You will be assessed independently on this assessment task.


 No marks or grades are allocated for this assessment task. The outcome of the task will be
Satisfactory or Not Satisfactory.
 As you complete this assessment task, you are predominately demonstrating your
knowledge and skills to your trainer/assessor.
 The trainer/assessor may ask you relevant questions during this assessment task.

Resubmissions and reattempts:

 Where a student’s answers are deemed not satisfactory after the first attempt, a
resubmission attempt will be allowed.
 The student may speak to their trainer/assessor if they have any difficulty in completing
this task and require reasonable adjustments.
 For more information, please refer to the Training Organisation’s Student Handbook.

Location:

 This assessment task may be completed in:

a classroom
learning management system (i.e. Moodle),
workplace,
or an independent learning environment.

 Your Trainer/Assessor will provide student further information regarding the location for
completing this assessment task.

Purpose of the assessment

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The purpose of this assessment task is to assess the students’ knowledge and skills essential to
prepare a research report on potential opportunities to develop collaborative partnerships and
relationships with business and industry stakeholders.

 Skills to research and assess legislative and regulatory requirements related to the
development of collaborative partnerships and relationships with business and industry
stakeholders.
 Skills to define risk management principles related to the development of collaborative
partnerships and relationships and evaluate potential risks.
 Skills to assess the relationship between the organisational and partner organisation’s
mission, purpose, values, objectives and strategies.
 Skills to evaluate and define techniques that cultivate collaborative relationships and
partnerships
 Skills to research and define common data collection methods to gather information
regarding the potential collaborative partnerships and relationships.
 Skills to evaluate and define communication techniques to foster partnership and conduct
stakeholder consultations
 Skills to assess the need for promoting emotional intelligence in the workplace and its
relationship to individual and team effectiveness
 Skills to research and define the organisational transformation and the management of the
stages of change if the training organisation decides to engage in collaborative
partnerships and relationships with business and industry stakeholders.

Task instructions
 This assessment task aims to assess the students’ skills to prepare a research report on
potential opportunities to develop collaborative partnerships and relationships with
business and industry stakeholders.
 The student will take on the Operations Manager in the training organisation.
 The trainer/assessor can either provide the training organisation’s strategic plan to the
student or can provide the strategic plan given in Appendix C.
 The trainer/assessor will familiarise you with the training organisation’s operations and
provide you with information regarding the strategic objectives.
 The student must use the templates provided to document their responses.
 Word-limit to complete the research report is 1500-1800 words.
 The trainer/assessor must assess the student using the performance checklist provided.

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Assessment Task 2: Skills Test – Research Report

Skills Test – Research Report

This assessment requires you to take on the role of anoperations Managerat Online Media Solutions.

Business Information

“Online Media Solutions” is a new marketing and web development business based in Melbourne,
Australia.

The business will operate in the web service industry to offer superior and unique services to small
businesses and institutions (B2B business model). Our experience and expertise in web sales and e-
commerce will give us the backing to provide solutions that are currently lacking in the market.

There is an all-time high demand for web development and marketing for small businesses with signs of
rising further. Interestingly, few web developers have taken advantage of this opportunity, leaving the
industry with no dominant participants.

The projects’ high costs and the focus on more prominent companies and institutions could contribute
to why this market remains untapped. We will have a system that will reduce the project costs
dramatically, allowing us to offer quality services at reduced costs.

Business plan

Business plan excerpt

Company details:

Company name: Online Media Solutions, Pty. Ltd

Company address: 2/10 Lawn court, Craigieburn, 3064, VIC

Mission

 Provide best-in-class design services

 Make a positive impact on our customer businesses

 Be respected and admired by peers

Our vision

To provide best-in-class web design and development services in a simple, effective, and cost-
effective manner to the target audience.

Objectives

The objectives of Online Media Solutions are as follow:

 To exceed customer expectations.

 To provide cost-effective and quality services to our clients.

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 Build and maintain long-term relationships with the clients.

 To increase operational efficiency.

 To venture into new markets based on the opportunities identified.

Keys to Success

 We will offer quality web services to small businesses and institutions at affordable prices.

 To build and tailor our services to small businesses.

 Positioning as a viable solution alternate to more established brands

Services

We currently offer the following services to our clients:

 Interface and Web Design

 Graphics design

 Website development

 Domain and web hosting

 Video editing

 Blog development

 Search engine optimisation

 E-commerce

Values

 Quality service to our clients

 Integrity & Accountability

 Reliability

 Quality

 Innovation

 Respect

Strategic directions

The strategic direction of ONLINE MEDIA SOLUTIONS is to achieve its mission and vision is through:

● Increasing operational efficiency

● Engaging with customers through quality research and understanding supported by marketing
techniques.

● Establishing a reputation for exceptional customer service and end to end solutions

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● Supporting people to perform via training and performance management

● Controlling costs through operational efficiency

Organisational structure and expertise

The foundation team has 30 team members. The business has three (3) departments:

 IT department

 Marketing department

 HR department

All three (3) departments are managed by Managers who are experienced and experts in commercial
web development and business-to-business sales. Further, the team members have years of
experience working for MNCs.

The finance work is outsourced. Further, the organisation will establish a partnership with a call
centre and provide 24/7 customer service to its clients.

All the departmental managers’ report to the Operations.

Business model

“Online Media Solutions” is a full-service web solutions provider for businesses. The company offers
services through the mode of its B2B engagements.

B2B services:

“Online Media Solutions” service portfolio includes Web Design, Graphics design, Website
development, Domain and web hosting, 2d & 3d animation, Blog development, Search engine
optimisation and E-commerce. The project cost will be estimated by the appropriate number of hours
needed to complete the project.

The sales team will aggressively track prospective clients and sell the services provided for
businesses.

Operational model and strategies

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B2B engagements

Lead generation – Lead generation refers to creating and generating prospective consumer interest
or inquiry into a business’s products or services. This will be done by building a database of
prospective customers using social networks, business listings, internet search etc.

Sales pitch – A sales pitch is a line of talk that attempts to persuade someone or something with a
planned sales presentation strategy of a product or service designed to initiate and close a product
and service sale. Sales professionals prepare and give a sales pitch using the following methods:

 Face to face meetings

 E-mailing marketing contacts from the leads

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Organisational strategy/Strategic plan excerpt

Strategic plan excerpt (2021-2023)

Mission

We aim to deliver quality solutions through our highly skilled team with a technical foundation. We are bound to help hundreds of our clients
impress their customers and improve their online image worldwide. We are looking forward to providing solutions to our customers at very
low as well as affordable costs.

Our vision

Our professional team is very specialised and expertise to deliver solutions not only for leading brands but also for non-profit organisations
and innovative start-up businesses. We are aiming to reach an elevated level of success ratio while providing unique yet creative solutions to
our customers.

Values

● Quality service to our clients

● Integrity & Accountability

● Reliability

● Quality

● Innovation

● Respect

Strategic directions

The strategic direction of ONLINE MEDIA SOLUTIONS is to achieve its mission and vision is through:

● Increasing operational efficiency

● Engaging with customers through quality research and understanding supported by marketing techniques

● Establishing a reputation for exceptional customer service and end to end solutions

● Supporting people to perform via training and performance management

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● Controlling costs through operational efficiency

Competitive Advantage

The fact that our services target small businesses gives us an edge over our competitors. By setting up strategic alliances with some of the
web and Internet-related companies, we will offer our customers efficient and affordable web services that will meet their demands.

Strategic objectives and organisational goals

1. To generate revenues of $800,000 by the end of our first year of operations.

1.1. Generate sales of $800,000 by the end of the year.

1.2. Establish strategic partnerships with Internet service providers and companies in computer consultancy and promote services to
generate revenue.

2. To attain a net profit of 18% in the first year, 32% in the second year and 40% in the third year.

2.1. Maintain profitability by implementing processes that decrease operating costs.

2.2. Implement cost tracking systems to increase operational efficiency.

3. Provide 24/7 customer service to the clients

3.1. Maximise customer satisfaction by providing 24/7 customer service to the clients.

3.2. Develop partnerships with call centre and provide 24/7 customer service to the clients.

4. Maintain professional growth and development of the staff members

4.1. Arrange training and professional development sessions to ensure the growth and development of staff members.

4.2. Establish a partnership with organisations offering professional development programs for the ongoing development of staff members.

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Key performance indicators

● $ in sales

● % profits

● % customer satisfaction rate

● % increase in customer base

● % increase in employee performance

● % decrease in conflict

Implementation (How to make strategy a habit)

● Appoint a strategic plan manager

● Hold people accountable (now that they are able)

● Put in place an incentive compensation plan

● Coach for achievement

● Empower managers.

● Hold effective strategy meetings - first Mondays Hold annual retreat - the second week in December

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Partnerships based on strategic objectives.

Online Media Solutions have the following existing partnerships:

● Online Media Solutions has a partnership with acall centre named “Info centre”, that handles
customer inquiries and issues. This call centre operated 24/7.

● Online Media Solutions established four strategic partnerships with two Internet service
providing companies and another two with computer consultancy firms. We intend to use the
alliances to attract more businesses and referrals from our competitors.

Need for further partnership based on strategic objectives:

● Online Media Solutions need to establish a partnership with two (2) organisations offering
professional development programs for the ongoing development of staff members. The
professional development sessions will be focused on the following skills:

• Critical thinking

• Emotional intelligence

• Conflict resolution

• Collaboration and workplace relationships

• Interpersonal skills

Each professional development session is to be delivered over the period of the next six months.

Policies and procedures for partnership processes and activities

Purpose

This policy and procedure provide a framework for establishing, managing and evaluating partnership
agreements to maximise their potential benefit. This document will ensure partnership agreement:

 activities offer value in terms of return on investment and are aligned with the organisation’s
values and strategic goals
 opportunities are effectively coordinated and assessed fairly and comprehensively, and
 are effectively managed and systematically evaluated to meet the organisation’s ongoing
needs

Scope

This policy and procedure applies to

 employees
 partnership agreements

Policy statement

Purpose of partnership agreements

 The organisation’s partnership agreements support the achievement of strategic goals.


 Partnership agreements are used as an important tool to raise awareness and the profile of
the organisation, enhance reputation ad access target markets. As such, partnership

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Student Pack

agreements require formal management and involvement by senior and other relevant
employees.
 Formal partnership documents set out objectives, responsibilities and mechanisms for
managing the partnership and ensure that all parties are awareof the requirements and
implications of the partnership and demonstrates a commitment to agreed outcomes.

Types of partnership agreements

Partnership agreements may be established in the form of a Memorandum of Understanding (MOU)


(non-legally binding) or a contractual (legally-binding) partnership agreement with a partner external
to the organisation. Unless a MOU is specifically required, the appropriate partnership agreement
should be developed as the first preference for an agreement between partners.

Conditions required for partnership agreements

All partnerships must possess the following core criteria:

 benefits the organisation as a whole


 is consistent with the organisation’s strategic direction, core values and brand attributes
 creates opportunities for the organisation to build relationships with organisations and leaders
 provides opportunities for employee and/or student participation
 delivers mutually beneficial outcomes
 enhances the organisation’s reputation and profile
 contains clear and unambiguous outcomes, and
 includes evaluation/review mechanisms.

Developing, approving and managing partnership agreements

• The proposed partnership is assessed as requiring a contractual partnership agreement; the


business area must work with their Operations Manager to draft and/or review the legal
agreement.
• All contractual partnership agreements must include specific provision for terminating the
agreement under circumstances that minimise potential adverse consequences for a
training organisation.
• Termination and exit from partnerships must comply with Australian and international
regulatory obligations for the parties covered under the agreement.
• The business area is responsible for developing and managing the partnership agreement, in
consultation with the relevant office, which includes:
o ensuring the agreement is strategically aligned to the organisation’s interests
o identifying risks in accordance with the Risk Management Policy and Enterprise Risk
ManagementFramework
o demonstrating consultation with all relevant stakeholders
o liaising with the external partner/s regarding the proposed relationship and relative
activities agreed to by the organisation and negotiating a final agreement with the
external partner
o ensuring systems and processes are in place to manage students and business
arrangements during theterm of the contract
o ongoing management such as relationship management, negotiations, performance
and accountability
o seeking legal advice regarding the agreement
o arranging approvals and signatures
o taking all relevant steps to ensure compliance by the organisation and partner within

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Student Pack

the terms of theagreement


o resolving issues that arise during the term of the agreement
o performance monitoring, evaluation and reporting in relation to the partnership
agreement
o recording all relevant information in the organisation’s database/s and record
managementsystems, and
o ensuring relevant employees are up-to-date with partnership arrangements and
requirements.

Evaluating partnership agreements

• Business areas responsible for managing partnership agreements must identify and provide
sufficient support to enable appropriate reporting and evaluation.
• All partnership agreements, including MOUs, must be reviewed after 12 months from the
date of execution and every 12 months thereafter and recommended to the delegated
authority if the partnership is continuing or being discontinued.
• When evaluating an MOU, the need or otherwise to establish it as a contractual partnership
agreement must be considered.
• Ongoing partnership agreements must be evaluated annually, and, where relevant, such
reviews must incorporate feedback from employees serviced by the partnership.
• The evaluation must be undertaken when each partnership agreement concludes to
determine if the partnership activities were successful, e.g. delivered intended outcomes
and met all requirements.
• Where the partner or partnership does not meet the financial targets or other requirements
as agreed in the partnership agreement, the business area responsible for managing the
partnership must terminate the agreement according to its termination provisions.
• The evaluation must be documented and filed in the organisation’s records system for
reference when considering future involvement with the same partners or similar
agreements.

Your role and responsibilities

You are working as Operations Manager in ‘Online Media Solutions’. You report to the General Manager
of the organisation.

The General Manager wants you to develop and cultivate collaborative partnerships for ‘Online Media
Solutions’. This includes:

 Establishing partnership requirements in collaboration with partners according to regulatory,


employment and organisational requirements.

 Planning partnership activity and reporting systems to review results of partnership activity.

 Developing collaborative approaches to enhance individual, team and organisational outcomes.

 Analysing results of partnership activity and implementing improvements to the partnership.

As part of your job role, you have the following responsibilities:

 Identify new partnerships and assess any existing partnerships according to task objectives, and
select partners according to strategic objectives.

 Establish communication strategy, key indicators and feedback processes for evaluating the
health of the business partnerships.
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Student Pack

 Identify and implement strategies for staff and stakeholder commitment and contribution.

 Identify legal framework and processes for partnership activity in collaboration with partners and
plan and allocate resource requirements to accomplish activity with partners.

 Establish processes to resolve conflict in a fair, equitable and collaborative manner between
partners and implement reporting systems for reporting results against planned partnership
activity outcomes.

 Analyse reporting system results of partner activity against intended outcomes and identify
improvements to partnership in collaboration with partners.

 Implement identified improvements to partnership operations.

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Student Pack

Skills Test:

This assessment requires the student to complete a set of activities given in this assessment task based
on the information given in the case study. These activities will provide an opportunity for the student
to develop and cultivate two (2) collaborative partnership for Online Media Solutions. This includes:

 Establishing partnership requirements in collaboration with partners according to regulatory,


employment and organisational requirements.

 Planning partnership activity and reporting systems to review results of partnership activity.

 Developing collaborative approaches to enhance individual, team and organisational outcomes.

 Analysing results of partnership activity and implementing improvements to the partnership.

To do so, you must complete the following activities:

 Activity 1: Identify new partnerships and determine partnership outcomes.

 Activity 2: Establish partnership through activity.

 Activity 3: Cultivate partnership performance.

The roles and their responsibilities: Relationships with stakeholders such as General
manager and partners

The assessment task requires you to communicate with a number of organisational stakeholders. The
main roles applicable to the assessment task includes:

Role number 1: General Manager: The General Manager is the individual who supervises or is in
charge of the organisation. They belong to a higher rank or status. Their job role and responsibilities
are:

 Assign a team to you to complete the project.

 Assist you in understanding the task requirements.

 Provide you with information about job roles and responsibilities.

 Supervise you in completing the assessment task and requirements.

Role number 2: Partners: The partners are associates that work with the organisation in the
achievement of strategic objectives:

 Assist you in completing the project on time.

 Participate in a healthy and open discussion.

 Collaborate with the Operations Manager to establish partnership requirements and


communication strategy.

Note:

 The trainer/assessor will take on the role of General Manager.

 The trainer/assessor will assign two staff members to the student and allocate them the role of
the partners.

 Each student will be assessed individually for all assessment activities.


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Student Pack

You are required to complete a research report on potential opportunities to develop collaborative
partnerships and relationships with business and industry stakeholders for your training organisation.

During the preparation of the research report, you will be required to:

 Consult a range of internal stakeholders to identify the training organisation’s business strategic
direction and objectives.

 Conduct online research and analyse the procedures that the training organisation can use to
develop and maintain strategic business networks.

Note: The purpose of this research report to participate and carry out workplace-related activities and
tasks, using your training organisation as an example of existing workplace and workplace personnel
such as trainers/assessors and other nominated individuals by them as the stakeholders required to
complete this assessment task.

The research report should be based on the information provided in the scenario and description
sections.

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Student Pack

Description of the activity:

This activity requires the student to prepare a research report on potential opportunities to develop
collaborative partnerships and relationships with business and industry stakeholders for your training
organisation.

You will take on the role of the Operations Manager in your training organisation.

Your report must follow the below-given guidelines:

 The report must be prepared using Template 1 provided. The word limit to complete the report
is 1500-1800 words.

 Start with an introduction, then move on to supporting body paragraphs. Write a conclusion and
cite your sources.

 You must only use authentic and verifiable information.

 The report should be presented in the provided format.

 Proofread it.

 Always make sure to run your ideas by your trainer/assessor to make sure that it is okay that
you approach the report in this way.

 Your report must contain original content and should not be a “copy” of someone else’s work.

 You must use Harvard style referencing in the report.

To prepare the report, you must use Template 1 and follow the steps given below:

 Step 1: Analyse the strategic plan of the training organisation and define potential opportunities
to develop collaborative partnerships and relationships with business and industry stakeholders.

o Analyse and define the strategic objectives of the training organisation.

o Define two (2) potential opportunities to develop collaborative partnerships and


relationships with business and industry stakeholders.

 Step 2: Research and assess legislative and regulatory requirements related to the development
of collaborative partnerships and relationships with business and industry stakeholders.

o Conduct online research and assess legislative and regulatory requirements related to
the development of collaborative partnerships and relationships with business and
industry stakeholders.

o Define the legislative and regulatory requirements related to the development of


collaborative partnerships and relationships with business and industry stakeholders.

 Step 3: Define risk management principles related to the development of collaborative


partnerships and relationships and evaluate potential risks.

o Research and define risk management principles applicable to the development of


collaborative partnerships and relationships.

o Identify three (3) potential risks associated with the development of collaborative
partnerships and relationships.

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o Evaluate the potential consequence of each risk identified.

 Step 4: Conduct online research and define the relationship between the organisational and
partner organisation’s mission, purpose, values, objectives and strategies.

 Step 5: Evaluate and define techniques that cultivate collaborative relationships and
partnerships.

o Evaluate the potential opportunities to develop collaborative partnerships and


relationships with business and industry stakeholders.

o Define the techniques that cultivate collaborative relationships and partnerships.

 Step 6: Research and define common data collection methods to gather information regarding
the potential collaborative partnerships and relationships.

o Conduct online research and define common data collection methods that would be used
to gather information regarding the potential collaborative partnerships and relationships.

 Step 7: Evaluate and define communication techniques to foster partnership and conduct
stakeholder consultations.

o Evaluate the communication techniques that will be used to foster partnership and define
communication techniques to foster partnership.

o Define the communication techniques that will be used to conduct stakeholder


consultation.

 Step 8: Assess the need for promoting emotional intelligence in the workplace and its
relationship to individual and team effectiveness.

o Conduct research and define the need for promoting emotional intelligence in the
workplace and its relationship to individual and team effectiveness.

o Define the emotional intelligence skills that should be focused on when providing training
to the staff member.

 Step 9: Research and define the organisational transformation and the management of the
stages of change if the training organisation decides to engage in collaborative partnerships and
relationships with business and industry stakeholders.

o Conduct online research and define the different stages of organisational transformation.

o Define the management of the stages of change if the training organisation decides to
engage in collaborative partnerships and relationships with business and industry
stakeholders.

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Student Pack

Your report must include the following:

 Introduction to the report. Include the following information:

o Your research topic

o Background information

o Objectives of writing the report

 Body of the report. Include the following information:

o Strategic objectives of the training organisation.

o Two (2) potential opportunities to develop collaborative partnerships and relationships


with business and industry stakeholders.

o Legislative and regulatory requirements related to the development of collaborative


partnerships and relationships with business and industry stakeholders.

o Risk management principles applicable to the development of collaborative partnerships


and relationships.

o Three (3) potential risks associated with the development of collaborative partnerships
and relationships.

o Potential consequence of each risk identified.

o Relationship between the organisational and partner organisation’s mission, purpose,


values, objectives and strategies.

o Evaluation of the potential opportunities to develop collaborative partnerships and


relationships with business and industry stakeholders.

o Techniques that cultivate collaborative relationships and partnerships.

o Common data collection methods that would be used to gather information regarding the
potential collaborative partnerships and relationships.

o Communication techniques that will be used to conduct stakeholder consultation.

o Need for promoting emotional intelligence in the workplace and its relationship to
individual and team effectiveness.

o Emotional intelligence skills that should be focused on when providing training to the staff
member.

o Different stages of organisational transformation.

o Management of the stages of change if the training organisation decides to engage in


collaborative partnerships and relationships with business and industry stakeholders.

 References and bibliography (Harvard style – Any five references)

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Student Pack

Template: Research report:

Research report (1200-1500 words)

Introduction to the report

 Your research topic

 Background information

 Objectives of writing the report

Body of the report:

 Strategic objectives of the organisation

 Two (2) potential opportunities to develop collaborative partnerships and relationships with
business and industry stakeholders.

 Legislative and regulatory requirements related to the development of collaborative


partnerships and relationships with business and industry stakeholders.

 Risk management principles applicable to the development of collaborative partnerships and


relationships.

 Three (3) potential risks associated with the development of collaborative partnerships and
relationships.

 Potential consequence of each risk identified.

 Relationship between the organisational and partner organisation’s mission, purpose, values,
objectives and strategies.

 Evaluation of the potential opportunities to develop collaborative partnerships and


relationships with business and industry stakeholders.

 Techniques that cultivate collaborative relationships and partnerships.

 Common data collection methods that would be used to gather information regarding the
potential collaborative partnerships and relationships.

 Communication techniques that will be used to conduct stakeholder consultation.

 Need for promoting emotional intelligence in the workplace and its relationship to individual
and team effectiveness.

 Emotional intelligence skills that should be focused on when providing training to the staff
member.

 Different stages of organisational transformation.

 Management of the stages of change if the training organisation decides to engage in


collaborative partnerships and relationships with business and industry stakeholders.

References and bibliography (Harvard style – Any five references)

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Student Pack

Research Report on Collaborative Partnerships and Relationships in Business and


Industry
Introduction
Research Topic
This report explores the development of collaborative partnerships and relationships between a training
organisation and its business and industry stakeholders. The focus is on understanding how these
partnerships can be fostered, managed, and sustained, addressing strategic objectives, legislative
requirements, risk management, communication techniques, and the role of emotional intelligence in
successful collaborations.

Background Information

Collaborative partnerships are essential in today's dynamic business environment, especially for training
organisations seeking to expand their reach, improve curriculum, and provide real-world training
experiences. These partnerships bring together organisations with complementary goals, resources, and
expertise. They help training organisations deliver more relevant and industry-specific training, benefiting
both students and businesses by aligning educational outcomes with current industry needs.

Objectives of Writing the Report

The purpose of this report is to:

1. Define strategic objectives for collaborative partnerships.


2. Identify two potential opportunities for collaboration with business and industry stakeholders.
3. Assess legislative and regulatory requirements.
4. Evaluate risk management principles and potential risks.
5. Discuss techniques for cultivating effective relationships.
6. Explore data collection methods to assess partnership success.
7. Define communication techniques for fostering partnerships.
8. Address the importance of emotional intelligence in team effectiveness.
9. Examine the stages of organisational transformation in the context of collaboration.

Body of the Report


Strategic Objectives of the Training Organisation

The strategic objectives of the training organisation focus on:

 Enhancing industry-relevant curriculum development to meet evolving business needs.


 Expanding opportunities for industry engagement through internships, apprenticeships, and job
placements.
 Strengthening collaborative marketing efforts to increase brand visibility and attract prospective
students.
 Leveraging industry partnerships to ensure that students receive hands-on training and real-world
experiences.

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Two Potential Opportunities for Collaborative Partnerships

1. Industry-Academia Collaboration
Partnering with businesses to co-develop training programs and curriculum that are tailored to the
industry's latest trends and technological advancements. This opportunity will enable the organisation
to provide students with the most relevant training, improving employment outcomes post-
graduation.
2. Joint Marketing and Outreach Initiatives
Collaborating with businesses in the same sector to launch joint marketing campaigns that raise
awareness of both the training organisation and the partner's services. This could include co-hosting
webinars, sponsoring industry events, or offering cross-promotions, thereby enhancing brand
recognition for both parties.

Legislative and Regulatory Requirements

The development of collaborative partnerships must comply with various legislative and regulatory
frameworks. Some of the key requirements include:

 Corporations Act 2001 (Australia): This act governs the operations of business partnerships and
outlines the responsibilities of all parties involved in a collaborative partnership, ensuring that all
actions are legally binding and transparent.
 Privacy Act 1988: Any personal information shared between parties in a collaboration must be
handled in compliance with privacy laws, ensuring that stakeholders' data is protected and not
misused.
 Competition and Consumer Act 2010: This act ensures that partnerships do not lead to anti-
competitive practices, maintaining fair market practices and promoting competition.
 Work Health and Safety Act 2011: This legislation mandates that any collaborative partnership
must adhere to safety standards, ensuring a safe environment for all employees, students, and
business partners involved.

Risk Management Principles

Effective risk management is crucial in any collaborative partnership. The following principles should be
adhered to:

1. Proactive Identification of Risks: Anticipating potential risks and addressing them before they
become problematic.
2. Clear Accountability and Responsibility: Each partner must have defined roles and responsibilities
to avoid ambiguity.
3. Ongoing Monitoring and Evaluation: Continuously assessing the partnership's progress and
resolving issues promptly.

Three Potential Risks

1. Misalignment of Strategic Goals


o Consequence: Conflicting objectives may lead to wasted resources, delays, and
dissatisfaction among stakeholders.
2. Legal Compliance Issues
o Consequence: Non-compliance with legal frameworks could result in fines, legal disputes,
and damage to reputation.
3. Intellectual Property Disputes
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o Consequence: Disagreements over ownership of developed materials or ideas could lead to


legal challenges and strained relationships.

Relationship Between Organisational and Partner Organisations' Mission and Values

The training organisation's mission of delivering high-quality, industry-focused training aligns with its
potential partners' objectives of developing a skilled workforce. Both parties share a commitment to
excellence, innovation, and creating value for students and businesses. Collaborative partnerships are most
effective when both parties share common goals, values, and objectives, ensuring mutual benefit and long-
term success.

Techniques for Cultivating Collaborative Relationships

1. Regular Communication: Open, honest communication ensures that all parties are aligned in their
goals and actions.
2. Shared Decision-Making: Involving both parties in decision-making processes fosters a sense of
ownership and commitment to the partnership.
3. Conflict Resolution Mechanisms: Establishing clear protocols for resolving disagreements ensures
that conflicts do not jeopardize the partnership.

Data Collection Methods

Common data collection methods for assessing the success of collaborative partnerships include:

 Surveys and Questionnaires: Gather feedback from stakeholders to understand their satisfaction
with the partnership.
 Interviews: Conduct one-on-one interviews with key stakeholders to gain in-depth insights into the
effectiveness of the collaboration.
 Focus Groups: Gather small groups of stakeholders to discuss their experiences and perceptions of
the partnership.

Communication Techniques for Stakeholder Consultation

1. Regular Updates: Regular newsletters and meetings keep all stakeholders informed about the
partnership's progress and any changes.
2. Active Listening: Ensure that all partners feel heard and understood, which fosters mutual respect
and collaboration.

Emotional Intelligence in the Workplace

Promoting emotional intelligence in the workplace is vital for building strong, effective teams. EI enhances
communication, conflict resolution, and team dynamics, leading to improved collaboration and productivity.

Emotional Intelligence Skills for Staff Training

1. Self-Awareness: Encouraging individuals to reflect on their emotions and how they affect their
behavior.
2. Self-Regulation: Teaching individuals how to manage their emotions and stay calm under pressure.
3. Empathy: Fostering the ability to understand and relate to the emotions of others.
4. Social Skills: Enhancing interpersonal communication and the ability to collaborate effectively.

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Organisational Transformation and Change Management

1. Pre-Change Stage: Initial resistance as employees and stakeholders are uncertain about the need for
change.
2. Change Implementation: The period when change is actively introduced, often leading to confusion
and frustration.
3. Post-Change Stage: Employees adapt to the new ways of working, leading to increased alignment
and improved performance.

Management of Change Stages

During the implementation of collaborative partnerships, organisations must manage each stage carefully.
Clear communication, training, and support mechanisms should be in place to ensure that all employees and
stakeholders understand the reasons for change and feel supported throughout the process.

References and Bibliography

1. Smith, J., 2021. Corporate Partnerships and Industry Collaboration: Strategies for Success. 3rd ed.
New York: HarperCollins.
2. Jones, M., 2020. Legal Frameworks for Business Collaborations. London: Routledge.
3. Brown, P., 2019. Effective Communication in Stakeholder Engagement. Oxford: Oxford University
Press.
4. Green, S., 2022. Risk Management in Collaborative Partnerships. Cambridge: Cambridge University
Press.
5. Turner, A., 2018. Emotional Intelligence in the Workplace: A Guide for Managers. 2nd ed. London:
Kogan Page.

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Performance Criteria/Performance Checklist: Research


Report
This task must address the following performance criteria/ performance checklist.

S N/S Trainer/Assessor to complete


To be assessed as satisfactory (S) in this
assessment task, the participant needs to
(Comment and feedback to students)
demonstrate competency in the following
critical aspects of evidence

a) Analysed the strategic plan of the


training organisation and defined
 
potential opportunities to develop
collaborative partnerships and
relationships with business and
industry stakeholders.
 Analysed and defined the
strategic objectives of the training
organisation.
 Defined two (2) potential
opportunities to develop
collaborative partnerships and
relationships with business and
industry stakeholders.

b) Researched and assessed legislative


and regulatory requirements related  
to the development of collaborative
partnerships and relationships with
business and industry stakeholders.
 Conducted online research and
assess legislative and regulatory
requirements related to the
development of collaborative
partnerships and relationships
with business and industry
stakeholders.
 Defined the legislative and
regulatory requirements related
to the development of
collaborative partnerships and
relationships with business and
industry stakeholders.

c) Defined risk management principles


related to the development of
 
collaborative partnerships and
relationships and evaluated potential
risks.
 Researched and defined risk
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management principles applicable


to the development of
collaborative partnerships and
relationships.
 Identified three (3) potential risks
associated with the development
of collaborative partnerships and
relationships.
 Evaluated the potential
consequence of each risk
identified.

d) Conducted online research and define


the relationship between the
 
organisational and partner
organisation’s mission, purpose,
values, objectives and strategies.

e) Evaluated and defined techniques that


cultivate collaborative relationships
 
and partnerships.
 Evaluated the potential
opportunities to develop
collaborative partnerships and
relationships with business and
industry stakeholders.
 Defined the techniques that
cultivate collaborative
relationships and partnerships.

f) Researched and defined common data


collection methods to gather
 
information regarding the potential
collaborative partnerships and
relationships.
 Conducted online research and
defined common data collection
methods that would be used to
gather information regarding the
potential collaborative
partnerships and relationships.

g) Evaluated and defined communication


techniques to foster partnership and
 
conduct stakeholder consultations.
 Evaluated the communication
techniques that will be used to
foster partnership and define

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communication techniques to
foster partnership.
 Defined the communication
techniques that will be used to
conduct stakeholder consultation.

h) Assess the need for promoting


emotional intelligence in the  
workplace and its relationship to
individual and team effectiveness.
 Conducted research and define
the need for promoting emotional
intelligence in the workplace and
its relationship to individual and
team effectiveness.
 Defined the emotional intelligence
skills that should be focused on
when providing training to the
staff member.

i) Researched and defined the


organisational transformation and the
 
management of the stages of change
if the training organisation decides to
engage in collaborative partnerships
and relationships with business and
industry stakeholders.
 Conducted online research and
define the different stages of
organisational transformation.
 Defined the management of the
stages of change if the training
organisation decides to engage in
collaborative partnerships and
relationships with business and
industry stakeholders.

j) An introduction was provided to the


research report. Included the following
 
information:
 Your research topic
 Background information
 Objectives of writing the report

k) Harvard style references were used.


 

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 Not satisfactory

The student’s performance was:


 Satisfactory

Feedback to student:

Student signature

Assessor signature

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Pre-Assessment Checklist: Task 3 – Skills Test


The purpose of this checklist
The pre-assessment checklist helps students determine if they are ready for assessment. The
trainer/assessor must review the checklist with the student before the student attempts the
assessment task. If any items of the checklist are incomplete or not clear to the student, the
trainer/assessor must provide relevant information to the student to ensure they understand the
requirements of the assessment task. The student must ensure they are ready for the assessment
task before undertaking it.
Section 1: Information for Students
Make sure you have completed the necessary prior learning before attempting this assessment.
Make sure your trainer/assessor clearly explained the assessment process and tasks to be
completed.
Make sure you understand what evidence is required to be collected and how.
Make sure you know your rights and the Complaints and Appeal process.
Make sure you discuss any special needs or reasonable adjustments to be considered during the
assessment (refer to the Reasonable Adjustments Strategy Matrix and negotiate these with your
trainer/assessor).
Make sure that you have access to a computer and the internet (if you prefer to type the
answers).
Make sure that you have all the required resources needed to complete this Assessment Task
(AT).
The due date of this assessment task is in accordance with your timetable.
In exceptional (compelling and compassionate) circumstances, an extension to submit an
assessment can be granted by the trainer/assessor. Evidence of the compelling and
compassionate circumstances must be provided together with your request for an extension to
submit your assessment work.
The request for an extension to submit your assessment work must be made before the due
date.
Section 2: Reasonable adjustments
I confirm that I have reviewed the Reasonable Adjustments guidelines and criteria as
provided in Appendix A and attached relevant evidence as required and select the correct
checkbox.
I do require reasonable adjustment
I do not require reasonable adjustment
Declaration (Student to complete)
I confirm that the purpose and procedures of this assessment task has been clearly explained to
me.
I confirm that I have been consulted about any special needs I might have in relation to the
assessment process.
I confirm that the criteria used for this assessment has been discussed with me, as have the
consequences and possible outcomes of this assessment.
I confirm I have accessed and understand the assessment information as provided in the
Training Organisation’s Student Handbook.
I confirm I have been given fair notice of the date, time, venue and/or other arrangements for
this assessment.
I confirm that I am ready for assessment.

Student Name: ______________________________________

Student Signature: ___________________________________

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Assessment method-based instructions and guidelines: Skills Test


Assessment type

 Skills Test

Instructions provided to the student:

Assessment task description:

 This is the third (3) assessment task you must successfully complete to be deemed
competent in this unit of competency.
 This assessment task is a skills test.
 You are required to complete a set of activities to develop and cultivate collaborative
partnershipsin this assessment task.
 You will receive your feedback within two (2) weeks, and you will be notified by your
trainer/assessor when your results are available.
 You must attempt all activities of the project for your trainer/assessor to assess your
competence in this assessment task.

Applicable conditions:

 This skill test is untimed and is conducted as an open book assessment (this means you are
able to refer to your textbook or other learner materials during the test).
 You will be assessed independently on this assessment task.
 No marks or grades are allocated for this assessment task. The outcome of the task will be
Satisfactory or Not Satisfactory.
 As you complete this assessment task, you are predominately demonstrating your skills,
techniques and knowledge to your trainer/assessor.
 Your trainer/assessor may ask you relevant questions during this assessment task

Resubmissions and reattempts:

 Where a student’s answers are deemed not satisfactory after the first attempt, a
resubmission attempt will be allowed.
 The student may speak to their trainer/assessor if they have any difficulty in completing
this task and require reasonable adjustments.
 For more information, please refer to the Training Organisation’s Student Handbook.

Location:

 This assessment task may be completed in:

a classroom
learning management system (i.e. Moodle),
workplace,
simulated work environment,
or an independent learning environment.

 Your Trainer/Assessor will provide you with further information regarding the location for
completing this assessment task.

Purpose of the assessment

The purpose of this assessment task is to develop and cultivate collaborative partnershipsin a
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range of contexts and industry settings.

 Skills to establish partnership requirements in collaboration with partners according to


regulatory, employment and organisational requirements
 Skills to plan partnership activity and reporting systems to review results of partnership
activity
 Skills to develop collaborative approaches to enhance individual, team and organisational
outcomes
 Skills to analyse results of partnership activity and implement improvements to the
partnership.

Task instructions
 This assessment task aims to assess the students’ skills essential to complete a set of
activities to develop and cultivate collaborative partnerships.
 The student will take on the role of the Operations Manager.
 The trainer/assessor will take on the role of the General Manager.
 The trainer/assessor will assign two staff members to the student and allocate them the
role of the partners.
 The student must use the templates provided to document their responses.
 The student must follow the word limits specified in the templates.
 The trainer/assessor must assess the student using the performance checklist provided.

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Assessment Task 3: Skills Test

Skills Test:

This assessment requires the student to complete a set of activities given in this assessment task based
on the information given in the case study. These activities will provide an opportunity for the student
to develop and cultivate a collaborative partnership for the organisation given in the case study. This
includes:

 Establishing partnership requirements in collaboration with partners according to regulatory,


employment and organisational requirements

 Planning partnership activity and reporting systems to review results of partnership activity

 Developing collaborative approaches to enhance individual, team and organisational outcomes

 Analysing results of partnership activity and implementing improvements to the partnership.

Timeframe to complete the project:

Two weeks (You have two weeks to complete the project)

Task requirements

 You will be assessed on your technical knowledge and skills to complete this project

 You will be assessed on working in a team environment and meeting your job role and
responsibilities.

 You must follow the instructions provided by the General Manager.

 All individuals must complete their role and assigned responsibilities and meet the specified
deadlines.

 The task must be completed in the specified timeframe.


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Activity 1: Identify new partnerships and determine partnership outcomes.

This activity requires you to identify new partnerships based on the strategic objectives of the Online
Media Solutions and determine partnership outcomes.

To do so, you are required to complete the following parts:

 Part A: Identify new partnerships and assess any existing partnerships.

 Part B: Select partners according to strategic objectives.

 Part C: Establish partnership requirements and communication strategy in collaboration with the
partners.

 Part D: Establish key indicators and feedback processes for evaluating the health of the business
partnerships.

 Part E: Identify strategies for staff and stakeholder commitment and contribution

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Part A: Identify new partnerships and assess any existing partnerships.

This part of the activity requires you to identify new partnerships and assess any existing partnerships
according to task objectives.

To do so, you are required to follow the steps given below and document the outcomes using Template
1 provided.

 Step 1: Analyse the organisation's strategic objective given in the case study and document
them using Template 1.

 Step 2: Evaluate the existing partnerships based on the information given in the case study,
evaluate their importance to the organisation, and document the outcomes using Template 1.

 Step 3: Identify the need for two (2) new partnerships based on the analysis of the strategic
objectives and document them using Template 1.

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Template 1: Identify new partnerships and assess any existing partnerships.

Identify new partnerships and assess any existing partnerships

Strategic objective of the Online media Solutions

 To generate revenues of $80,000 by the end of our first year of operation.


 Generate sales of $800,000 by the end of the year.
 Provide 24/7 customer service to the class.
 Maintain professional growth and development of the staff members.

Existing partnerships and their importance (200-250 words)

Existing partnerships with key stakeholders help foster critical thinking, emotional intelligence, conflict resolution,
and interpersonal skills. These attributes are crucial in driving internal and external collaboration, improving team
dynamics, and enhancing service delivery. The emotional intelligence component facilitates smoother
communication and conflict management, essential for sustaining partnerships. The existing partnerships are
integral to fostering a learning environment, promoting professional growth, and ensuring customer satisfaction.

Need for two (2) new partnerships based on the analysis of the strategic objectives and
reason for partnerships (200-250 words)

 Telstra:

 Reason: The partnership with Telstra will help address the strategic need for enhanced customer
service and revenue generation by providing top-tier communication infrastructure and digital
services.
 Strategic Fit: Telstra’s objectives align with the business’s goal to enhance its sales, revenue, and
customer service capabilities.

 Office HQ:

 Reason: The partnership with Office HQ will focus on improving operational efficiency, reducing
costs, and increasing revenue through optimized office operations.
 Strategic Fit: Office HQ shares similar growth objectives, making it an ideal partner for improving
operational systems and maximizing financial returns.

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Part B: Select partners according to strategic objectives.

This part of the activity is a continuation of part A.

This part of the activity requires you to analyse strategic objectives, conduct research, evaluate
potential partnership opportunities, and select partners that best meet the organisation's strategic
objectives.

To do so, you are required to follow the steps given below and document the outcomes using Template
2 provided.

 Step 1: Analyse the strategic objective of the organisation given in the case study.

 Step 2: Conduct research and assess the type of partnership that would best meet the
organisation’s strategic objectives. Document the outcomes using Template 2. Include the
following information:

o Type of partnership that would best meet the organisation’s strategic objectives.

o Reason for selection of the type of partnership.

 Step 3: Conduct research and identify four (4) potential partners based on the strategic
objectives and document the outcomes using Template 2.

 Step 4: Analyse the advantages that each partnership will bring to the organisation and select
two (2) partners according to the strategic objectives. Document the outcomes using Template
2.

o Advantages that each partnership will bring to the organisation.

o Two (2) selected partners.

o Factors used to analyse each partnership.

o Reason for selection of each partner.

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Template 2: Select partners according to strategic objectives

Select partners according to strategic objectives

Type of partnership that would best meet the organisation’s strategic objectives and
reason for selection of the type of partnership. (250-300 words)

 Telecommunication Partnership (Telstra)


 Call Centre Partnership (Office HQ)
 Reason for Selection: Both partners align with the organisation’s strategic goals of improving customer
service, generating revenue, and supporting professional development.

Four (4) potential partners based on the strategic objectives

Telecommunication

1. Telstra
2. Optus
3. TPG
Call centre
4. Office HQ
5. Altel

Advantages that each partnership will bring to the organisation.

Two (2) selected partners.

Factors used to analyse each partnership.

Reason for selection of each partner.

(500-600 words)

1. Telstra Partnership
Wide Range of Products and Services: Telstra offers a comprehensive suite of telecommunication services,
including mobile, broadband, and fixed-line communication. This variety allows the organisation to streamline its
communication needs with a single provider, simplifying the management of operations. Telstra's offerings are
well-suited for both small and large-scale business requirements, helping the organisation to scale its operations
efficiently.
Network Reliability and Coverage: As Australia’s largest telecommunications provider, Telstra boasts one of the
most reliable and expansive network infrastructures in the country. The organisation can rely on Telstra for
uninterrupted service, which is crucial for maintaining a 24/7 customer service operation. Reliable connectivity
ensures that customers’ inquiries are handled smoothly, enhancing customer satisfaction and improving retention
rates.
Brand Recognition: Partnering with Telstra enhances the organisation's credibility. As a well-known and respected
brand, Telstra’s reputation for excellence can elevate the organisation’s status in the market. This is particularly
valuable for attracting new customers and partners, as people tend to trust companies that associate with
reputable and established names.
Support for Growth and Scalability: Telstra provides solutions that are scalable, supporting the organisation as it
grows. Whether it's expanding the team or increasing service capacity, Telstra’s advanced telecommunication
infrastructure can easily handle greater demands without significant reinvestment in new systems. This flexibility

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supports the organisation’s strategic goal of achieving increased sales and revenues.

2. Office HQ Partnership
24/7 Call Centre Services: One of the primary advantages of partnering with Office HQ is their ability to provide
round-the-clock call centre services. Since customer service is central to the organisation's success, a reliable, 24/7
call centre ensures that all customer inquiries are addressed promptly, regardless of time zone differences. This
leads to higher customer satisfaction, improved retention rates, and positive customer experiences.
Australian-Based Operations: Office HQ’s operations are based in Australia, which aligns with the organisation’s
values of supporting local businesses and fostering economic growth within the country. This can also make
communication and collaboration smoother, as both partners are operating within the same time zone and legal
framework, reducing potential misunderstandings.
Flexible and Scalable Solutions: Office HQ provides scalable call centre services that can grow as the organisation’s
customer base expands. This flexibility ensures that the organisation doesn’t need to worry about scaling customer
support services or managing long-term operational costs. Whether it’s seasonal demand or unexpected spikes in
customer inquiries, Office HQ can adapt quickly and effectively.
Experience in Customer Service: Office HQ has extensive experience managing call centres for various industries,
making them experts in customer service. Their professionalism and ability to handle a high volume of inquiries
while maintaining service quality will significantly contribute to the organisation’s goal of providing excellent
customer service.

Two Selected Partners


Telstra
Office HQ

Factors Used to Analyse Each Partnership


Alignment with Strategic Objectives: Both Telstra and Office HQ align with the organisation’s core strategic
objectives—revenue growth, customer service excellence, and employee development. Telstra provides the
infrastructure needed for 24/7 customer service and scalability, while Office HQ enhances the organisation’s ability
to offer superior customer service.
Reliability: The dependability of both Telstra’s telecommunication network and Office HQ’s call centre services is
crucial. Both partners are recognised for their high levels of reliability, which will directly impact the quality of
service offered to customers and, ultimately, customer satisfaction and retention.
Scalability and Flexibility: Both partnerships offer solutions that can scale with the organisation’s growth. Telstra’s
telecommunications services are adaptable to the expanding needs of the organisation, while Office HQ can
quickly adjust call centre operations to match fluctuating customer demands. This ensures that the organisation
will be able to meet future growth targets without facing operational bottlenecks.
Reputation and Brand Strength: The reputation of both Telstra and Office HQ contributes to the overall credibility
of the organisation. Telstra’s long-standing reputation as a market leader in telecommunications and Office HQ’s
successful track record in customer service ensure that the organisation’s partnerships are with highly regarded
and experienced companies.
Cost-Effectiveness: The affordability of both partnerships was considered, especially given that the organisation is
aiming for significant revenue growth within its first year of operation. Telstra provides reliable services at a cost-
effective rate, and Office HQ offers scalable solutions that can be adjusted to meet specific needs without incurring
excessive costs.

Reason for Selection of Each Partner


Telstra: Telstra was selected as a partner because of its unmatched reliability and extensive network
infrastructure, which is crucial for the organisation’s ability to provide continuous customer service. Furthermore,
Telstra’s broad range of services and established reputation make them a solid partner to help the organisation
meet its strategic objectives of revenue generation, customer service excellence, and operational growth.
Office HQ: Office HQ was chosen for its ability to provide flexible, scalable, and reliable call centre services that
align perfectly with the organisation’s customer service goals. Their 24/7 operations and Australian-based

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workforce ensure that the organisation can provide exceptional support to its customers, while also supporting the
organisation’s values of promoting local business and employee development. The expertise and scalability offered
by Office HQ ensure that the organisation can deliver high-quality service without compromising on cost or
efficiency.

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Part C: Establish partnership requirements and communication strategy in collaboration with the
partners.

This part of the activity requires you to establish partnership requirements and communication strategy
in collaboration with the partners.

Your trainer/assessor will allocate the role of two (2) partners to the staff members.

Instructions for trainer assessor:

 The trainer/assessor must ensure that the staff members are detailed about the following
information:

o Case study information, including strategic objectives and partnership requirements.

o Outcomes of part A and part B of this activity.

 The trainer/assessor must observe the student performing this part of the activity.

Instructions for the student:

 The student must lead the discussion.

 The student must use language and non-verbal features to suit the audience.

 The student must use active listening and questioning to seek the views and opinions of the
partners.

To establish the partnership requirements and communication strategy, you need to collaborate with
the partners and follow the steps given below and complete Template 3 and Template 4.

 Step 1: Establish a communication strategy in collaboration with the partners. Document the
communication strategy using Template 3. Include the following information:

o What does the partnership intend to accomplish?

o Who is responsible for partner communication?

o What information must be recorded, and how will it be shared?

o Plan to ensure that communication is reliable, transparent, and timely.

o Communication methods that can be most effectively used.

o What information is needed to be protected, and how can the partner member ensure
that it is protected?

 Step 2: Establish partnership requirements in collaboration with partners. Document the


partnership requirements using Template 4. Include the following information:

o Legal framework (Legislative and regulatory requirements) to be followed during the


collaborative partnership.

o Employment laws that should be complied with during the partnership.

o Organisational requirements (including policies and procedures) that should be followed.

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 Step 3: Establish the following processes for partnership and document using Template 4.

o Developing partnerships

o Sustaining partnerships

. developing partnerships
Identify the need
Identify the goals and objective
Identify potential partners
Monitor and review the progress
. sustaining partnership
Develop and implement communication strategy
Conduct regular meeting
Make adjustment where required

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Template 3: Communication strategy

Communication strategy (700-800 words)

What does the partnership intend to accomplish?

The primary goal of this partnership is to generate $800,000 in revenue by the end of the year. This financial
objective aligns with the strategic goals of the organisation, focusing on boosting sales and enhancing operational
efficiency through the synergies created by these collaborative relationships. Additionally, the partnership aims to
improve customer service, expand the reach of our services, and drive long-term growth for both organisations
involved.

Who is responsible for partner communication?

The Operations Manager will be the primary point of contact for partner communication. This role will be crucial in
ensuring smooth communication between the organisation and our partners (Telstra and Office HQ). As the
Operations Manager, I will be responsible for conveying strategic goals, updates on progress, addressing any
concerns, and ensuring that both parties remain aligned with the partnership objectives. This role involves
fostering positive, transparent relationships and making sure that communication is clear and effective at all
stages.

What information must be recorded, and how will it be shared?

All project-related information, including progress updates, meeting notes, decisions, and key performance
indicators (KPIs), must be meticulously recorded. This documentation will be shared through a
combination of tools to ensure accessibility, efficiency, and security. The Customer Relationship
Management (CRM) system will be the central platform for storing this data, allowing both parties to have
easy access to real-time updates and project information.

Additionally, Microsoft Teams will be used as a secondary communication tool. It’s a cost-effective
platform for regular collaboration, file sharing, and quick updates. For formal communications and reports,
email will be used, along with spreadsheets or shared documents to track key performance metrics.

Plan to ensure that communication is reliable, transparent, and timely.

To ensure communication is reliable, transparent, and timely, we will implement a set of practices and
tools. First, clear guidelines for communication will be established, outlining how frequently updates are
required and what should be communicated at each stage.

Regular meetings—both virtual and in-person—will be scheduled to review the progress of the
partnership, address challenges, and ensure alignment. The use of shared platforms, like CRM and Teams,
will ensure all involved parties have access to the latest updates, making the process transparent and
preventing any miscommunication.

To ensure timeliness, we will set specific timelines for communication, ensuring no delays in updates or
responses. A shared calendar will help track important milestones, deadlines, and check-in meetings,
ensuring the communication flow is continuous and consistent.

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Communication methods that can be most effectively used.

Several communication methods will be employed to ensure the success of the partnership:

 Email: Formal communication, including project updates, action items, and detailed reports, will
primarily be conducted through email. This method ensures that everything is documented and
provides a clear record of discussions and decisions made.
 Meetings: Regular meetings, whether virtual or in-person, will be essential for building strong
working relationships and keeping both parties aligned. These meetings will serve as opportunities
to discuss updates, raise concerns, and make decisions. They will also help strengthen
collaboration and ensure that both parties are working towards the same goals.
 Progress Reports: Regular progress reports will provide a clear overview of how the partnership
is advancing. These reports will focus on key metrics, sales performance, customer satisfaction,
and other KPIs that measure the success of the partnership.
 Information Sheets: Summaries and information sheets will be used to share important updates
quickly, especially for decisions or changes that need to be communicated to multiple stakeholders
at once.

What information is needed to be protected, and how can the partner member ensure that
it is protected?

Several types of sensitive information will need to be protected throughout the course of this partnership.
These include financial data (such as revenue targets, pricing agreements, and sales performance),
customer information (personal and transactional data), and any confidential business strategies or
intellectual property.

To ensure this information is protected, we will implement the following measures:

 Data Encryption: All shared documents and communication on platforms like Microsoft Teams
and CRM will be encrypted, ensuring that data cannot be accessed or tampered with by
unauthorized parties.
 Access Controls: Access to sensitive data will be restricted based on role and necessity. Only key
personnel involved in the partnership will have access to certain types of sensitive information.
 Non-Disclosure Agreements (NDAs): Partners will sign NDAs to ensure that all confidential
information is handled with care and cannot be disclosed without prior consent.
 Regular Audits and Monitoring: To ensure that the protection measures are effective, regular
audits will be conducted to monitor who has access to sensitive information and how it is being
handled. This helps to mitigate any risk of data breaches or unauthorized use.

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Template 4: Partnership requirements

Partnership requirements

Legislative and regulatory requirements to be followed during the collaborative


partnership. (400-500 words)

During the course of a collaborative partnership, it is crucial to comply with relevant legislative and
regulatory requirements to ensure legal and ethical practices. In Australia, the Corporations Act 2001 is
the principal legislation that governs the formation, operation, and dissolution of business entities. This
Act covers aspects such as corporate governance, the duties of company officers (e.g., directors and
executives), and the process for fundraising and takeovers. When engaging in a partnership, both parties
must ensure they comply with this Act, including obligations related to financial reporting, corporate
governance, and shareholder interests.

Additionally, businesses involved in partnerships should be aware of relevant codes of conduct. These are
voluntary industry codes that set out guidelines for business practices, often focusing on ethical conduct,
consumer protection, and environmental sustainability. While these codes are flexible and can evolve
based on industry changes or consumer needs, adhering to them fosters trust and transparency in the
partnership. It is important to establish clear expectations with partners regarding adherence to these codes
to maintain professionalism and meet customer or regulatory demands.

Both parties must also consider consumer protection laws, such as those outlined in the Australian
Consumer Law (ACL). The ACL ensures that businesses do not engage in misleading or deceptive
conduct, providing a fair marketplace for consumers. Therefore, all marketing and business practices in the
partnership should comply with these laws to avoid legal repercussions and maintain customer trust.

Employment laws that should be complied with during the partnership. (400-500 words)

The Fair Work Act 2009 is one of the most significant pieces of employment legislation in Australia.
This Act provides a safety net of minimum entitlements for employees, which must be respected in any
business partnership. Some key components of the Fair Work Act that must be followed include:

 Minimum Wage and Conditions: The Act ensures employees are provided with a safety net of
minimum wages, annual leave, personal leave, and parental leave. These entitlements apply to
employees working under any partnership and should be included in contractual agreements.
 Flexible Work Arrangements: The Act allows employees to request flexible working
arrangements, especially for those with caring responsibilities or other special needs. This
requirement must be incorporated into partnership agreements to ensure employees' rights to
flexible work are respected.
 Workplace Health and Safety: Businesses must comply with the Work Health and Safety
(WHS) Act to create safe work environments for employees. This includes identifying potential
hazards, providing necessary training, and taking measures to prevent accidents. Any partnership
should include specific provisions for safety protocols, especially if employees are interacting
across different work environments or locations.
 Anti-Discrimination: The Fair Work Act prohibits discrimination based on various attributes such
as gender, race, age, or disability. The partnership must ensure that both parties adhere to anti-
discrimination policies to promote fairness and inclusivity in the workplace.
 Parental Leave: The Fair Work Act also sets out provisions for parental leave, including both
paid and unpaid leave. Under the Act, employees are entitled to up to 12 months of unpaid parental

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leave and the option to extend this leave for up to an additional 12 months. If applicable,
businesses involved in the partnership should clearly outline their policies regarding parental leave,
including the entitlement to government-funded parental leave pay and employer-funded paid
parental leave, to comply with this requirement.

Organisational requirements (including policies and procedures) that should be followed.


(250-300 words)

Organisational requirements must be clearly defined and adhered to in a partnership to ensure smooth
operations and legal compliance. Key policies and procedures that should be followed include:

 Privacy Policy: A privacy policy outlines how an organisation handles personal information,
ensuring compliance with privacy laws such as the Privacy Act 1988. This policy will govern the
collection, storage, and use of personal data, providing transparency for customers and partners. In
the context of a partnership, all parties must agree on how customer data and sensitive business
information will be managed to prevent data breaches.
 Annual Leave Policy: According to the Fair Work Act, employees are entitled to four weeks of
paid annual leave per year. The partnership agreement should outline how annual leave will be
handled, particularly if employees are working across different companies. Clear guidelines
regarding the booking process and any limitations on taking leave should be included.
 Unpaid Parental Leave: Under the Fair Work Act, employees are entitled to up to 12 months of
unpaid parental leave, which can be extended for another 12 months. This policy should be
reflected in the partnership agreement to ensure consistency in employee entitlements, particularly
in cross-organisational collaborations.
 Government-Funded Parental Leave Pay: Employees who meet specific criteria are entitled to
government-funded parental leave pay. The partnership should ensure it complies with these
provisions, including facilitating the necessary paperwork for eligible employees.

Following processes for partnership: (400-500 words)

 Developing partnerships
 Sustaining partnerships

Developing Partnerships

 Identify the Need: The first step in developing a partnership is identifying the need for
collaboration. This involves understanding the organisational goals and the benefits of working
with another business. For example, the need for expanding market reach or improving service
offerings might lead to forming a partnership.
 Identify Goals and Objectives: Clear goals and objectives should be established to ensure the
partnership is effective and mutually beneficial. These goals should align with the strategic
objectives of both partners, such as revenue generation or improving customer service.
 Identify Potential Partners: After defining the goals, the next step is to identify potential partners
who have the resources, capabilities, and alignment with the organisation’s objectives. In this case,
Telstra and Office HQ were identified as suitable partners due to their strong market presence and
operational capabilities.
 Identify Key Stakeholders: Identifying stakeholders—both internal and external—is crucial for
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the success of the partnership. These include employees, managers, suppliers, and customers who
will be directly or indirectly impacted by the collaboration.

Sustaining Partnerships

 Develop and Implement Communication Strategy: A robust communication strategy is essential


for maintaining transparency and effective collaboration throughout the partnership. Regular
updates, meetings, and progress reports will ensure that all parties are aligned with the goals and
objectives.
 Conduct Regular Meetings: Regular meetings provide an opportunity to discuss progress, address
concerns, and make necessary adjustments. These meetings should be scheduled at appropriate
intervals to maintain momentum.
 Make Adjustments Where Required: Over time, partnerships may need adjustments due to
changing circumstances or new business requirements. Regular reviews and feedback from
stakeholders will help identify areas for improvement and ensure the partnership remains on track.
If issues arise, corrective measures should be implemented to prevent any disruption to the
partnership’s success.

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Part D: Establish key indicators and feedback processes for evaluating the health of the business
partnerships

This part of the activity is a continuation of part C of this activity.

This part of the activity requires you to establish key indicators and feedback processes for evaluating
the health of the business partnerships.

To do so, you are required to follow the steps given below and document the outcomes using Template
5.

 Step 1: Establish the key indicators for evaluating the health of the business partnerships based
on the following information given in the case study:

o Strategic objectives

o Strategic metrics

Document the key indicators using Template 5. Include the following information:

o Three (3) key indicators for evaluating the health of the business partnerships.

o How can each key indicator evaluate the health of the business partnerships?

 Step 2: Develop the following feedback processes for evaluating the health of the business
partnerships and document using Template 5.

o Process for giving feedback

o Process for receiving feedback

o Processes to provide continuous feedback to stakeholders

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Template 5: Key indicators and feedback process

Key indicators and feedback process

Three (3) key indicators for evaluating the health of the business partnerships.

How can each key indicator evaluate the health of the business partnerships?

(400-500 words)

1. Ensure 5,000 New Sign-Ups per Month

 How this key indicator evaluates the health of the business partnership: This indicator
measures the growth and effectiveness of the partnership in reaching new customers or clients. A
consistent increase in new sign-ups reflects the successful execution of the partnership’s goals,
such as improving market penetration, brand visibility, or customer engagement. Monitoring this
metric monthly will provide insight into how well the partnership is driving customer acquisition
and whether any adjustments are needed to enhance marketing or outreach strategies.

2. Collect Feedback from Customers Every Three Months

 How this key indicator evaluates the health of the business partnership: Customer feedback is
a crucial gauge of the partnership’s performance in delivering value to the end user. By collecting
feedback every three months, the organisation can assess customer satisfaction, identify potential
areas for improvement, and understand if the partnership is meeting the needs and expectations of
the target audience. This indicator allows for continuous improvement in product or service
offerings and ensures that both partners are aligned in delivering high-quality experiences to
customers.

3. Ensure 100% Compliance with Legislative Requirements

 How this key indicator evaluates the health of the business partnership: Compliance with
legislative and regulatory requirements is a fundamental aspect of any business partnership. This
indicator ensures that both parties are adhering to laws, codes of conduct, and industry standards.
By consistently ensuring 100% compliance, the partnership mitigates the risk of legal issues,
penalties, or reputational damage. It also signals that the partnership is operating ethically and
responsibly, which strengthens the trust and credibility between the partners and with customers.

Feedback processes for evaluating the health of the business partnerships. (200-300
words each)

 Process for giving feedback


 Process for receiving feedback
 Processes to provide continuous feedback to stakeholders

1. Process for Giving Feedback

 Steps involved:
o Develop KPIs (Key Performance Indicators): Start by setting clear performance
indicators that align with the partnership’s strategic goals, such as customer acquisition,
revenue growth, or operational efficiency. These KPIs will guide the feedback process.

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o Collect Performance Data: Gather data regularly through sales figures, customer surveys,
or project performance reports to measure progress against the KPIs.
o Provide Feedback: Share this performance data with partners, offering constructive
feedback on areas of success and improvement. Make sure to communicate clearly,
focusing on specific, measurable outcomes rather than general comments.

2. Process for Receiving Feedback

 Steps involved:
o Do Not Take it Personally: When receiving feedback, approach it with an open mind,
focusing on the message rather than the messenger. Recognise that feedback is a tool for
improvement, not a personal critique.
o Thank the Person: Always acknowledge the feedback, thanking the person for taking the
time to provide insights. This demonstrates professionalism and a willingness to grow.
o Take Action from the Feedback: Analyze the feedback and implement necessary
changes. Whether it's improving communication, adjusting strategies, or addressing
operational weaknesses, acting on feedback shows a commitment to continuous
improvement and strengthens the partnership.

3. Processes to Provide Continuous Feedback to Stakeholders

 Steps involved:
o Organise Monthly Feedback Sessions: Schedule regular meetings or check-ins with
stakeholders, partners, and team members to discuss performance, progress, and challenges.
These sessions should be structured and provide a forum for open, transparent dialogue.
o Compare Performance with KPIs: During feedback sessions, review how well the
partnership is performing against established KPIs. Highlight both successes and areas
where improvements are needed.
o Take Action from the Feedback: Make necessary adjustments based on the feedback
received. Continuous feedback is essential to ensure the partnership remains dynamic and
adaptable to changing circumstances or goals.

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Part E: Identify and implement strategies for staff and stakeholder commitment and contribution

This part of the activity requires you to identify and develop strategies for staff and stakeholder
commitment and contribution and develop procedures for their implementation.

To do so, you are required to follow the steps given below and document the outcomes using Template
6.

 Step 1: Identify and develop two (2) strategies for staff and stakeholder commitment and
contribution. Document the strategies using Template 6.

 Step 2: Develop and document procedures to implement each strategy for staff and stakeholder
commitment and contribution (developed in Step 1)using Template 6.

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Template 6: Identify and implement strategies for staff and stakeholder commitment and
contribution

Two (2) strategies for staff and stakeholder commitment and contribution (300-400
words)

1. Develop a Reward and Recognition Program in the Organisation

A well-structured reward and recognition program can significantly enhance staff and stakeholder
commitment. It helps in motivating employees, reinforcing positive behavior, and acknowledging
contributions. Recognizing achievements, whether big or small, fosters a sense of accomplishment and
belonging, which in turn boosts morale and encourages further contributions.

To create an effective reward and recognition program:

 Define Clear Objectives: It is essential to set clear objectives for the program. What does the
organization want to achieve with this program? This could include improving employee
engagement, reducing turnover, or increasing productivity.
 Establish Clear Criteria: The criteria for recognition must be transparent and measurable. It
could be based on performance metrics such as exceeding sales targets, improving customer
satisfaction, or displaying excellent teamwork.
 Involve Managers in the Process: Managers should be actively involved in recognizing and
rewarding staff. They are the ones who are most familiar with the employees’ day-to-day
contributions and can offer personalized recognition.
 Train Managers and Staff: Ensure managers are trained on how to effectively use the recognition
program and engage with staff meaningfully. Employees should also be informed about the
program’s criteria, so they are motivated to meet those standards.

2. Provide Growth Opportunities

Offering growth opportunities to staff and stakeholders fosters commitment by showing them that they are
valued and have a future within the organisation. Providing avenues for professional development ensures
that employees feel invested in their roles and motivated to contribute to the organisation’s success.

Growth opportunities could include:

 Training and Development Programs: Encourage employees to enhance their skills and
knowledge, which can benefit both their career progression and the organisation.
 Leadership Opportunities: Offering leadership roles or responsibilities can boost engagement
and demonstrate trust in the employee’s capabilities.
 Mentoring and Coaching: Pairing employees with experienced mentors or offering coaching
sessions can enhance their personal and professional growth, encouraging long-term commitment.

Procedures to implement each strategy for staff and stakeholder commitment and
contribution. (400-500 words)

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1. Procedure for Implementing the Reward and Recognition Program

 Set Clear Goals: Establish the specific goals for the reward and recognition program. These could
be to increase sales by 20%, improve customer service ratings, or achieve a set number of new
project completions. Clear goals will help guide the recognition process and provide benchmarks to
measure success.
 Foster Communication and Collaboration: Promote open communication about the reward and
recognition program across the organization. Ensure that employees understand how they can
qualify for rewards and recognition. Collaboration between managers and HR is crucial to ensuring
fairness and transparency in how recognition is administered.
 Provide Growth Opportunities: Recognize the efforts of staff by offering growth opportunities as
part of the reward process. For instance, offering opportunities for additional training, leadership
roles, or even promotional chances can be tied to recognition efforts.

2. Procedure for Providing Growth Opportunities

 Identify Skill Gaps and Development Needs: Evaluate employee skills and identify areas where
growth is possible. Managers should have discussions with their team members to understand their
professional goals and where they would like to grow.
 Offer Training and Educational Resources: Based on the needs identified, offer training,
workshops, or educational programs that align with the employee’s growth path. This can include
internal and external courses or programs.
 Create Leadership Pathways: Develop clear pathways for employees to progress into leadership
roles. This might involve assigning higher responsibility tasks or offering mentorship and coaching
to build leadership skills.
 Foster a Culture of Continuous Learning: Encourage staff to take part in cross-departmental
projects, job rotations, or even secondments that allow them to gain a wider range of experience.
This contributes to their personal and professional growth and also helps the organization tap into
their enhanced skills.

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Performance Criteria/Performance Checklist: Activity 1

This task must address the following performance criteria/ performance checklist.

S N/S Trainer/Assessor to complete


To be assessed as satisfactory (S) in this
assessment task, the participant needs to
(Comment and feedback to students)
demonstrate competency in the following
critical aspects of evidence

a) Identified new partnerships


assessed any existing partnerships.
and
 
 Analysed the organisation's
strategic objective.
 Evaluated the existing
partnerships.
 Identified the need for new
partnerships based on the
analysis of the strategic
objectives.

b) Selected partners
strategic objectives.
according to
 
 Conducted research and assess
the type of partnership that would
best meet the organisation’s
strategic objectives. Included the
following information:
o Type of partnership that
would best meet the
organisation’s strategic
objectives.
o Reason for selection of the
type of partnership.
 Conducted research and identified
four (4) potential partners based
on the strategic objectives.
 Analysed the advantages that
each partnership will bring to the
organisation and selected
partners according to the
strategic objectives.

c) Established partnership requirements


and communication strategy in
 
collaboration with the partners.
 Established a communication
strategy in collaboration with the
partners.
 Established partnership
requirements in collaboration with
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partners. Included the following


information:
o Legal framework
(Legislative and regulatory
requirements) to be
followed during the
collaborative partnership.
o Employment laws that
should be complied with
during the partnership.
o Organisational
requirements (including
o policies and procedures)
that should be followed.
 Established the following
processes for partnership.
o Developing partnerships
o Sustaining partnerships

d) Established key indicators


feedback processes for evaluating the
and
 
health of the business partnerships.
 Established the key indicators for
evaluating the health of the
business partnerships based on
the following information given in
the case study:
o Strategic objectives
o Strategic metrics
 Documented the key indicators
using Template 5. Include the
following information:
o Three (3) key indicators for
evaluating the health of
the business partnerships.
o How can each key
indicator evaluate the
health of the business
partnerships?
 Developed the feedback
processes for evaluating the
health of the business
partnerships.

e) Identified and developed strategies for


staff and stakeholder commitment
 
and contribution and develop
procedures for their implementation.
 Identified and developed two (2)
strategies for staff and
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stakeholder commitment and


contribution.
 Developed and documented
procedures to implement each
strategy for staff and stakeholder
commitment and contribution.

 Not satisfactory

The student’s performance was:


 Satisfactory

Feedback to student:

Student signature

Assessor signature

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Activity 2: Establish partnership through activity

This activity is a continuation of Activity 1.

This activity requires you to establish the two (2) partnerships selected in Activity 1 – Part B.

To do so, you are required to:

 Part A: Plan partnership activity and reporting systems to review results of partnership activity.

 Part B: Establish processes to resolve conflict.

 Part C: Implement reporting systems for reporting results against planned partnership activity
outcomes

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Part A: Plan partnership activity and reporting systems to review results of partnership activity .

This part of the activity requires you to plan partnership activity and reporting systems to review the
results of the partnership activity.

To do so, you are required to prepare a partnership activity plan. The partnership activity plan must be
prepared using ‘Template 7’.

During the preparation of the partnership activity plan, you are required to follow the steps given below
and document the outcomes using Template 7:

 Determine five (5) activities to be conducted over the course of the next six (6) months and
document using Template 7.

 Determine activity outcomes and document using Template 7.

 Plan and document reporting systems to review results of partnership activity and document
using Template 7.

 Determine the key performance indicators to assess each activity and document using Template
7.

 Develop three (3) collaborative approaches to enhance individual, team and organisational
outcomes and document using Template 7.

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Template 7: Plan partnership activity and reporting systems to review results of partnership
activity

Plan partnership activity and reporting systems to review results of partnership activity

Five (5) activities to be conducted over Activity outcomes KPIs to Timeframe


the course of the next six (6) months assess each
activity

Sign collaboration partnership Beginning of the Set specific 7 days


agreement partnership goals

Generate the 15 % Generate 4 days


of new customer 15% new
Implement marketing plan customer

Generate the least 10 % of call 5 days


10% of call from from
Engage the call centre customer customer

Recruit and train in the staff Increase 20 % of Increase 20 1 days


staff performance % of staff
performance

Review the progress on monthly basis Improve 25 % of Improve 25% 15 days


staff progress of staff
progress

Three (3) collaborative approaches to enhance individual, team and organisational


outcomes (400-500 words)

1. Training and Development of Staff:


Ensuring that staff members have access to continuous training is essential for improving performance,
fostering personal growth, and aligning individual goals with organizational objectives. Providing training
sessions on customer service, technical skills, or leadership will enhance employee confidence,
competence, and productivity. This is also crucial for maintaining high levels of engagement and retention
among employees.

2. Develop KPIs to Monitor Performance:


Establishing Key Performance Indicators (KPIs) helps track the progress of individual, team, and
organizational performance. Clear and measurable KPIs ensure that everyone understands their goals,
which motivates them to work towards achieving them. Regular monitoring and feedback are vital to
keeping staff focused on strategic objectives and improving team collaboration.

3. Provide a Positive Work Environment with Reward and Recognition:


Creating a positive work environment where employees feel valued and appreciated will foster a sense of
loyalty and commitment. Rewarding and recognizing employees for their efforts not only motivates them
but also enhances team cohesion and satisfaction. Recognizing achievements, whether through verbal
acknowledgment or monetary rewards, boosts morale and drives high performance within teams.

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Reporting systems to review results of partnership activityagainst planned partnership


activity outcomes developed in this template (250-300 words)

To ensure effective tracking of the partnership activities, reporting systems must be developed and
implemented to evaluate performance against set goals. Here is how the reporting process will be
structured:

1. Develop KPIs:
Before any activity begins, KPIs (Key Performance Indicators) must be clearly defined for each activity.
These KPIs should be tied to specific outcomes that can be easily measured (e.g., a 15% increase in new
customers, or a 25% improvement in staff performance). KPIs will act as a guide for how progress is
evaluated, ensuring that all partners are aligned with the goals and expectations.

2. Develop Progress Report Template:


A standardized template for progress reports should be created to ensure that all necessary data is captured
consistently. The template should include sections such as:

 Activity description
 KPIs
 Achievements or setbacks
 Action steps for the next reporting period
 Recommendations for improvement

This template will allow for easy comparison of actual results against the goals, providing insight into
areas for improvement.

3. Collect Performance Data:


The next step is to collect data on the performance of each activity. This will involve gathering
quantitative data, such as the number of new customers generated, and qualitative data, like feedback from
staff or partners. Data collection can be done through various means, including CRM systems, surveys,
and performance tracking software.

4. Develop and Distribute the Report:


Once the data is collected, it should be analyzed and presented in the progress report. The report should
then be distributed to all relevant stakeholders, including team leaders, managers, and partners.
Distribution could take place through email, intranet systems, or shared collaboration platforms like
Microsoft Teams. The report should also be discussed in partnership meetings to ensure that everyone is
aware of the partnership’s health and to make necessary adjustments.

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Part B: Establish processes to resolve conflict.

This part of the activity requires you to establish conflict resolution processes. The conflict resolution
processes should be focused on resolving the conflict in a fair, equitable and collaborative manner
between partners.

To establish conflict resolution processes, you are required to follow the steps given below and
document the outcomes using Template 8.

 Define the five (5) conflict resolution strategies.

 Discuss the steps of the conflict resolution processes to ensure conflicts are resolved in a fair,
equitable and collaborative manner between partners.

 Discuss the legislations to be followed during the conflict resolution process and their role in
conflict resolution.

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Template 8: Conflict resolution processes

Conflict resolution processes

Five (5) conflict resolution strategies (250-300 words)

 Win-Win Situation:
Aiming for a mutually beneficial solution ensures that all parties feel their needs are addressed. The goal is
to reach a compromise where both partners gain from the resolution, maintaining a positive and productive
relationship.

 Evidence for Compromise:


Whenever conflicts arise, it’s important to present evidence to support any proposed solutions. This helps
ensure that the compromise is fair and based on factual information, which makes it easier for both parties
to accept.

 Mandatory Meetings:
To resolve conflicts effectively, it’s crucial to ensure that meetings are mandatory for all relevant parties
involved. This guarantees that everyone has a voice and that decisions are made collaboratively.

 Record Keeping for All Negotiations and Conflict Resolution:


Maintaining a detailed record of all negotiations and conflict resolution processes helps to avoid future
misunderstandings and provides a clear reference for both parties. This promotes transparency and
accountability.

 Negotiations Compliant with Legislation Requirements:


It’s essential that any conflict resolution process adheres to the relevant legal and regulatory frameworks.
This ensures that the process is fair, legal, and transparent for both parties involved.

Conflict resolution processes to ensure conflicts are resolved in a fair, equitable and
collaborative manner between partners. (400-500 words)

1. Identify the Problem:


The first step is to clearly define the issue at hand. This involves gathering information and understanding
the perspectives of all parties involved. Identifying the root cause of the conflict helps in developing a
solution that addresses the core issue.

2. Identify Relevant Parties:


Next, determine which individuals or departments are affected by the conflict. This step ensures that the
right people are involved in the resolution process, and their input will be considered in finding a solution.

3. Investigate:
Conduct a thorough investigation into the conflict by collecting evidence, interviewing parties involved,
and reviewing any documentation that might help clarify the issue. The investigation should be impartial
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and objective.

4. Maintain Records:
Throughout the process, it’s important to keep detailed records of all discussions, decisions, and actions
taken. These records serve as a reference for future conflicts and ensure that the process remains
transparent and fair.

Two (2) legislations to be followed during the conflict resolution process and their role in
conflict resolution (250-300 words)

1. Privacy Act:
The Privacy Act ensures that personal information collected during the conflict resolution process is
handled appropriately. It mandates that all personal data be kept confidential and used only for the purpose
of resolving the conflict.

2. Anti-Discrimination Legislation:
Anti-discrimination legislation ensures that the conflict resolution process is conducted without bias or
discrimination based on factors like race, gender, age, or disability. It guarantees that all parties are treated
fairly and equitably throughout the resolution process.

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Part C: Implement reporting systems for reporting results against planned partnership activity outcomes

This part of the activity is a continuation of part A of this activity.

This part of the activity requires you to develop procedures to implement reporting systems for
reporting results against planned partnership activity outcomes.

You must develop procedures for reporting implement reporting systems for reporting results against
planned partnership activity outcomes using Template 9.

The word limit to complete Template 9 is 500-600 words.

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Template 9: Implement reporting systems for reporting results against planned partnership
activity outcomes

Procedures to reporting results against planned partnership activity (500-600 words)

 Develop KPIs (Key Performance Indicators)

 Why: Establishing clear KPIs is essential for measuring the effectiveness of each partnership
activity and ensuring alignment with strategic goals. KPIs should reflect the desired outcomes of
each activity and be measurable, allowing for continuous tracking and assessment.
 How: For each planned partnership activity, define KPIs that directly reflect the expected results.
For example:
o Sign Collaboration Partnership Agreement: Set specific goals like the formalization of
the agreement within the first 7 days.
o Implement Marketing Plan: Measure the percentage increase in new customers (e.g.,
15% increase) within the first month of execution.
o Engage Call Centre: Track the percentage of customer calls managed by the call center
(e.g., 10% of total customer interactions).
o Recruit and Train Staff: Set performance improvement benchmarks, such as a 20%
improvement in staff performance within one month.
o Monthly Progress Reviews: Measure a 25% improvement in staff progress and alignment
with goals.

These KPIs provide quantifiable data to assess the success of each activity. They will be reviewed
periodically, ensuring each activity aligns with the overall strategic objectives of the partnership.

 Develop Progress Report Template

 Why: A standardized progress report template ensures consistency in the way performance data is
documented, shared, and reviewed. This template will provide both a summary and detailed
analysis of partnership activities.
 How: The template should include the following sections:
o Activity Overview: A brief description of the activity being reported on.
o KPIs Achieved: Data showing how well the activity performed against set KPIs.
o Achievements & Challenges: Document any successes or difficulties encountered during
the activity's execution.
o Action Steps for Next Period: Suggestions for improving performance or adjustments to
strategy based on lessons learned.

The progress report template ensures that all stakeholders are on the same page when reviewing results
and are able to make informed decisions on the next steps.

 Collect Performance Data

 Why: Data collection is crucial to assess the success of partnership activities and to provide factual
insights into how well each activity is performing against the KPIs.
 How: The data collection process should include both quantitative and qualitative methods, such
as:
o Customer Surveys & Feedback: Gather qualitative insights into customer satisfaction and
experience, particularly related to service provided by the call center and marketing
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initiatives.
o Tracking Software/CRM: Use CRM systems or sales tracking software to monitor
customer acquisition, interactions, and overall engagement.
o Performance Reviews: Conduct regular staff performance evaluations to monitor the
success of training programs and how well staff members are meeting performance targets.
o Call Center Data: Track the volume of customer calls and the quality of service provided
by the call center, ensuring it meets the targets (e.g., 10% of total calls).

 Develop and Distribute the Report

 Why: Regular reporting ensures transparency and accountability. The report will allow all partners
and stakeholders to assess the progress of the partnership, celebrate successes, and address areas
for improvement.
 How: The report should be developed monthly or quarterly and include:
o Summary of Progress: A general overview of how activities are performing.
o Detailed Data Analysis: A section that compares actual performance against the KPIs for
each activity.
o Achievements & Challenges: Document both successes and difficulties, providing context
for any discrepancies between expected and actual outcomes.
o Actionable Next Steps: Recommendations for the next period’s activities, with
adjustments made to strategies or resources as needed.

After preparing the report, it should be distributed to:

 Internal Teams: Management, staff members, and other internal stakeholders.


 External Partners: Shareholders, investors, or external partners involved in the activities.

Distribution can occur through emails, cloud-based platforms, or during partnership meetings. Ensuring all
stakeholders receive the report helps maintain transparency and engagement.

 Review the Results and Make Adjustments

 Why: Reviewing the results allows partners to assess if the activities are producing the expected
outcomes. It also provides an opportunity for continuous improvement.
 How: A dedicated partnership meeting should be scheduled, where key stakeholders review the
performance report, analyze any discrepancies, and discuss the following:
o Are the activities achieving the desired outcomes?
o What are the barriers preventing success?
o How can the strategy be adjusted to ensure better alignment with objectives?

During these meetings, the team should also discuss potential adjustments to partnership strategies,
reallocate resources if necessary, and ensure that the next phase of activities is well-planned.

 Continuous Monitoring and Feedback

 Why: Ongoing monitoring and feedback ensure that the partnership remains agile and responsive
to challenges. By maintaining a continuous feedback loop, partners can make informed decisions
and take corrective action promptly.
 How: Use the data gathered from progress reports, customer feedback, and staff performance
evaluations to inform decisions. Regular review sessions should be scheduled to discuss
performance and make necessary adjustments. Feedback should be constructive, with a focus on
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improving results rather than assigning blame.

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Performance Criteria/Performance Checklist: Activity 2

This task must address the following performance criteria/ performance checklist.

S N/S Trainer/Assessor to complete


To be assessed as satisfactory (S) in this
assessment task, the participant needs to
(Comment and feedback to students)
demonstrate competency in the following
critical aspects of evidence

a) Planned partnership activity and


reporting systems to review results of
 
partnership activity.
 Determined five (5) activities to
be conducted over the course of
the next six (6) months.
 Determined activity outcomes.
 Planned and documented
reporting systems to review
results of partnership activity.
 Determined the key performance
indicators to assess each activity.
 Developed three (3) collaborative
approaches to enhance individual,
team and organisational
outcomes.

b) Established processes to resolve


conflict.  
 Defined the five (5) conflict
resolution strategies.
 Discussed the steps of the conflict
resolution processes to ensure
conflicts are resolved in a fair,
equitable and collaborative
manner between partners.
 Discussed the legislations to be
followed during the conflict
resolution process and their role
in conflict resolution.

c) Developed procedures to implement


reporting systems for reporting results
 
against planned partnership activity
outcomes.

 Not satisfactory

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The student’s performance was:  Satisfactory

Feedback to student:

Student signature

Assessor signature

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Activity 3: Cultivate partnership performance

Activity context:

The partnership was developed between a professional development association and your organisation.
The professional development association delivered seminars on the following skills over the period of
six (6) months.

● Critical thinking

● Emotional intelligence

● Conflict resolution

● Collaboration and workplace relationships

● Interpersonal skills

The intended outcomes of the partnership activity are as follow:

● 10% increase in employee productivity

● 20% decrease in organisational conflict

However, after the implementation of the professional development seminars, the following were the
reporting system results of partner activity:

● A decrease in conflict was recognised. However, the desired intended outcomes were not
achieved.

● Employee productivity remained the same.

Based on the results of the partnership activity, a survey was conducted with the employees to identify
their response to the professional development seminars. The following were the outcomes of the
survey conducted:

● The professional development sessions provided knowledge to the employees. However, most of
the employees suggested on-job training would be the best methods for increasing employee
productivity.

● Further, the employees suggested real-time coaching based on actual conflict resolution would
help them identify the triggers to the conflict and help them to resolve them before the conflict
takes place.

Description of the activity:

This activity is a continuation of Activity 2.

This activity requires the student to cultivate partnership performance.

To do so, you are required to follow the steps given below and document the outcomes using Template
10.

● Analyse the results of partnership activity/reporting system results based on the information
given in the Activity context and identify two (2) improvements to partnership and document
using Template 10.

● Engage with the partners (staff members who participated in Activity 1) to discuss the
improvements to the partnerships and develop steps to incorporate the improvements.
Document the steps to incorporate the improvements activity using Template 10.
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● Document the steps to implement the identified improvements to partnership operations using
Template 10.

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Template 10: Cultivate partnership performance

Cultivate partnership performance

Two (2) improvements to partnership operations

 Establish Team Goals


Rationale: While the partnership delivered professional development seminars, employee productivity
remained the same. One potential improvement is to establish clear, measurable team goals that align with
organizational objectives. This would help create a sense of shared responsibility and a clearer focus on
desired outcomes.

Outcome: Setting team goals helps employees understand what is expected of them and how their
individual performance impacts the broader organizational success. Team goals can also drive
collaboration and ensure employees remain focused on increasing productivity.

 Encourage Team Members to Work Together


Rationale: Encouraging team collaboration can help address the issue of lack of practical, real-time
applications of the skills learned. Team collaboration fosters a learning environment where employees can
share their knowledge and problem-solve together, which may improve employee productivity and reduce
conflict.

Outcome: Collaboration enhances knowledge-sharing, boosts problem-solving capacity, and promotes a


positive workplace culture, which can drive both increased productivity and conflict resolution.

Steps to incorporate the two (2) identified improvements (300-400 words)

 Set Specific Goals


To encourage a successful collaboration, it is essential to clearly define specific, measurable goals for the
team. Each employee should understand what they need to achieve, how their contributions fit into the
broader goals, and how they will be measured.

 Action: Set clear and attainable team goals that align with the partnership’s objectives. For
instance, one goal could be for teams to work collaboratively to identify specific productivity
improvements within the next month.
 Action: Ensure these goals are communicated effectively to all team members and regularly
reviewed to maintain focus. It’s important that each team member understands their individual
responsibilities and how they contribute to the team's success.
 Action: Implement regular check-ins or progress reports to evaluate the team’s progress toward
meeting these goals. Use these reports to identify any challenges and opportunities for
improvement.

 Encourage Team Members to Work Together

 Action: Organize team-building activities or collaborative workshops where employees can


practice the skills from the seminars in real-life scenarios. These activities should foster trust, open
communication, and joint problem-solving, providing employees with opportunities to apply what
they've learned in the seminars.
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 Action: Facilitate regular team meetings where employees share their experiences, challenges, and
solutions. This can help individuals feel supported and enable the sharing of best practices.
 Action: Provide leadership training to supervisors to help them foster a collaborative culture and to
guide teams toward their goals. Managers should be trained to encourage open communication and
ensure that team members feel valued and heard.

Steps to implement the two (2) identified improvements to partnership operations (300-
400 words)

 Implement the Change Process


In order to effectively implement these improvements, the partnership’s operations will need to undergo
certain changes.

 Action: Start by revising the partnership’s operational processes to integrate the new approach.
This includes establishing and communicating specific goals and fostering a culture of
collaboration. Make sure that all staff members are aware of these new changes and the reasons
behind them.
 Action: Adjust internal systems to track progress against the team goals, using performance data
and feedback from team members. This might involve updating tracking systems, performance
management tools, or adopting new collaborative technologies.

 Obtain Resources Needed for Improvement


To successfully implement these improvements, you will need to ensure that adequate resources are
available.

 Action: Allocate resources to provide team-building and collaboration workshops, ensuring


employees have the time and space to participate. Consider bringing in external facilitators or using
existing internal resources (e.g., HR or training departments) to guide these workshops.
 Action: Engage senior executives and department leaders to ensure buy-in and support for the new
changes. These leaders should be visible advocates for the changes and encourage their teams to
embrace collaboration and goal-setting practices.
 Action: Provide any necessary tools, such as software or platforms that can support teamwork,
track goal progress, or enhance communication across teams. This can also include providing
managers with training on effective team leadership and conflict resolution.

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Performance Criteria/Performance Checklist: Activity 3

This task must address the following performance criteria/ performance checklist.

S N/S Trainer/Assessor to complete


To be assessed as satisfactory (S) in this
assessment task, the participant needs to
(Comment and feedback to students)
demonstrate competency in the following
critical aspects of evidence

a) Analysed the results of partnership


activity/reporting system results
 
based on the information given in the
Activity context and identified two (2)
improvements to partnership.

b) Engaged with the partners (staff


members and discussed the  
improvements to the partnerships and
develop steps to incorporate the
improvements.

c) Documented the steps to implement


the identified improvements to
 
partnership operations.

 Not satisfactory

The student’s performance was:


 Satisfactory

Feedback to student:

Student signature

Assessor signature

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Appendix: Policies and procedures for partnership processes and activities

Purpose

This policy and procedure provide a framework for establishing, managing and evaluating partnership
agreements to maximise their potential benefit. This document will ensure partnership agreement:

 activities offer value in terms of return on investment and are aligned with the organisation’s
values and strategic goals
 opportunities are effectively coordinated and assessed fairly and comprehensively, and
 are effectively managed and systematically evaluated to meet the organisation’s ongoing
needs

Scope

This policy and procedure applies to

 employees
 partnership agreements

Policy statement

Purpose of partnership agreements

 The organisation’s partnership agreements support the achievement of strategic goals.


 Partnership agreements are used as an important tool to raise awareness and the profile of
the organisation, enhance reputation ad access target markets. As such, partnership
agreements require formal management and involvement by senior and other relevant
employees.
 Formal partnership documents set out objectives, responsibilities and mechanisms for
managing the partnership and ensure that all parties are awareof the requirements and
implications of the partnership and demonstrates a commitment to agreed outcomes.

Types of partnership agreements

Partnership agreements may be established in the form of a Memorandum of Understanding (MOU)


(non-legally binding) or a contractual (legally-binding) partnership agreement with a partner external
to the organisation. Unless a MOU is specifically required, the appropriate partnership agreement
should be developed as first preference for an agreement between partners.

Conditions required for partnership agreements

All partnerships must possess the following core criteria:

 benefits the organisation as a whole


 is consistent with the organisation’s strategic direction, core values and brand attributes
 creates opportunities for the organisation to build relationships with organisations and leaders
 provides opportunities for employee and/or student participation
 delivers mutually beneficial outcomes
 enhances the organisation’s reputation and profile
 contains clear and unambiguous outcomes, and
 includes evaluation/review mechanisms.

Developing, approving and managing partnership agreements

• The proposed partnership is assessed as requiring a contractual partnership agreement, the


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business area must work with their Operations Manager to draft and/or review the legal
agreement.
• All contractual partnership agreements must include specific provision for terminating the
agreement under circumstances that minimise potential adverse consequences for training
organisation.
• Termination and exit from partnerships must comply with Australian and international
regulatory obligations for the parties covered under the agreement.
• The business area is responsible for developing and managing the partnership agreement, in
consultation with the relevant office, which includes:
o ensuring the agreement is strategically aligned to the organisation’s interests
o identifying risks in accordance with the Risk Management Policy and Enterprise Risk
ManagementFramework
o demonstrating consultation with all relevant stakeholders
o liaising with the external partner/s regarding the proposed relationship and relative
activities agreed to by the organisation and negotiating a final agreement with the
external partner
o ensuring systems and processes are in place to manage students and business
arrangements during theterm of the contract
o ongoing management such as relationship management, negotiations, performance
and accountability
o seeking legal advice regarding the agreement
o arranging approvals and signatures
o taking all relevant steps to ensure compliance by the organisation and partner within
the terms of theagreement
o resolving issues that arise during the term of the agreement
o performance monitoring, evaluation and reporting in relation to the partnership
agreement
o recording all relevant information in the organisation’s database/s and record
managementsystems, and
o ensuring relevant employees are up-to-date with partnership arrangements and
requirements.

Evaluating partnership agreements

• Business areas responsible for managing partnership agreements must identify and provide
sufficient support to enable appropriate reporting and evaluation.
• All partnership agreements, including MOUs, must be reviewed after 12 months from the
date of execution and every 12 months thereafter and recommended to the delegated
authority if the partnership is continuing or being discontinued.
• When evaluating an MOU, the need or otherwise to establish it as a contractual partnership
agreement must be considered.
• Ongoing partnership agreements must be evaluated annually, and, where relevant, such
reviews must incorporate feedback from employees serviced by the partnership.
• The evaluation must be undertaken when each partnership agreement concludes to
determine if the partnership activities were successful, e.g. delivered intended outcomes
and met all requirements.
• Where the partner or partnership does not meet the financial targets or other requirements
as agreed in the partnership agreement, the business area responsible for managing the
partnership must terminate the agreement according to its termination provisions.
• Evaluation must be documented and filed in the organisation’s records system for reference

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when considering future involvement with the same partners or similar agreements.

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