Assessor Resource

BSBHRM513
Manage workforce planning

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to manage planning in relation to an organisation's workforce including researching requirements, developing objectives and strategies, implementing initiatives and monitoring and evaluating trends.

It applies to individuals who are human resource managers or staff members with a role in a policy or planning unit that focuses on workforce planning.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Research workforce requirements

1.1 Review current data on staff turnover and demographics

1.2 Assess factors that may affect workforce supply

1.3 Establish the organisation's requirements for a skilled and diverse workforce

2 Develop workforce objectives and strategies

2.1 Review organisational strategy and establish aligned objectives for modification or retention of the workforce

2.2 Consider strategies to address unacceptable staff turnover, if required

2.3 Define objectives to retain required skilled labour

2.4 Define objectives for workforce diversity and cross-cultural management

2.5 Define strategies to source skilled labour

2.6 Communicate objectives and rationale to relevant stakeholders

2.7 Obtain agreement and endorsement for objectives and establish targets

2.8 Develop contingency plans to cope with extreme situations

3 Implement initiatives to support workforce planning objectives

3.1 Implement action to support agreed objectives for recruitment, training, redeployment and redundancy

3.2 Develop and implement strategies to assist workforce to deal with organisational change

3.3 Develop and implement strategies to assist in meeting the organisation's workforce diversity goals

3.4 Implement succession planning system to ensure desirable workers are developed and retained

3.5 Implement programs to ensure workplace is an employer of choice

4 Monitor and evaluate workforce trends

4.1 Review workforce plan against patterns in exiting employee and workforce changes

4.2 Monitor labour supply trends for areas of over or undersupply in the external environment

4.3 Monitor effects of labour trends on demand for labour

4.4 Survey organisational climate to gauge worker satisfaction

4.5 Refine objectives and strategies in response to internal and external changes and make recommendations in response to global trends and incidents

4.6 Regularly review government policy on labour demand and supply

4.7 Evaluate effectiveness of change processes against agreed objectives

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

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Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Research workforce requirements

1.1 Review current data on staff turnover and demographics

1.2 Assess factors that may affect workforce supply

1.3 Establish the organisation's requirements for a skilled and diverse workforce

2 Develop workforce objectives and strategies

2.1 Review organisational strategy and establish aligned objectives for modification or retention of the workforce

2.2 Consider strategies to address unacceptable staff turnover, if required

2.3 Define objectives to retain required skilled labour

2.4 Define objectives for workforce diversity and cross-cultural management

2.5 Define strategies to source skilled labour

2.6 Communicate objectives and rationale to relevant stakeholders

2.7 Obtain agreement and endorsement for objectives and establish targets

2.8 Develop contingency plans to cope with extreme situations

3 Implement initiatives to support workforce planning objectives

3.1 Implement action to support agreed objectives for recruitment, training, redeployment and redundancy

3.2 Develop and implement strategies to assist workforce to deal with organisational change

3.3 Develop and implement strategies to assist in meeting the organisation's workforce diversity goals

3.4 Implement succession planning system to ensure desirable workers are developed and retained

3.5 Implement programs to ensure workplace is an employer of choice

4 Monitor and evaluate workforce trends

4.1 Review workforce plan against patterns in exiting employee and workforce changes

4.2 Monitor labour supply trends for areas of over or undersupply in the external environment

4.3 Monitor effects of labour trends on demand for labour

4.4 Survey organisational climate to gauge worker satisfaction

4.5 Refine objectives and strategies in response to internal and external changes and make recommendations in response to global trends and incidents

4.6 Regularly review government policy on labour demand and supply

4.7 Evaluate effectiveness of change processes against agreed objectives

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Review current data on staff turnover and demographics 
Assess factors that may affect workforce supply 
1.3 Establish the organisation's requirements for a skilled and diverse workforce 
Review organisational strategy and establish aligned objectives for modification or retention of the workforce 
Consider strategies to address unacceptable staff turnover, if required 
Define objectives to retain required skilled labour 
Define objectives for workforce diversity and cross-cultural management 
Define strategies to source skilled labour 
Communicate objectives and rationale to relevant stakeholders 
Obtain agreement and endorsement for objectives and establish targets 
Develop contingency plans to cope with extreme situations 
Implement action to support agreed objectives for recruitment, training, redeployment and redundancy 
Develop and implement strategies to assist workforce to deal with organisational change 
3.3 Develop and implement strategies to assist in meeting the organisation's workforce diversity goals 
Implement succession planning system to ensure desirable workers are developed and retained 
Implement programs to ensure workplace is an employer of choice 
Review workforce plan against patterns in exiting employee and workforce changes 
Monitor labour supply trends for areas of over or undersupply in the external environment 
Monitor effects of labour trends on demand for labour 
Survey organisational climate to gauge worker satisfaction 
Refine objectives and strategies in response to internal and external changes and make recommendations in response to global trends and incidents 
Regularly review government policy on labour demand and supply 
Evaluate effectiveness of change processes against agreed objectives 

Forms

Assessment Cover Sheet

BSBHRM513 - Manage workforce planning
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BSBHRM513 - Manage workforce planning

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