Assessor Resource

SITXHRM003
Lead and manage people

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the performance outcomes, skills and knowledge required to lead and manage people including in teams and support and encourage their commitment to the organisation. It requires the ability to lead by example and manage performance through effective leadership.

The unit applies to individuals who operate independently and are responsible for leading and motivating people and teams. This includes supervisors, operational and senior managers.

The unit applies to all tourism, travel, hospitality and event sectors.

No occupational licensing, certification or specific legislative 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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Model high standards of performance and behaviour.

1.1.Act as a positive role model through individual performance.

1.2.Show support for and commitment to organisational goals in day-to-day work performance.

1.3.Interact with team members in a positive and professional manner.

2. Develop team commitment and cooperation.

2.1.Develop and clearly communicate short, medium and long-term plans and objectives consistent with organisational goals in consultation with the team.

2.2.Communicate expectations, roles and responsibilities of team members to encourage them to take responsibility for own work.

2.3.Encourage teams and individuals to develop innovative approaches to work.

2.4.Identify and reward individual and team efforts and contributions.

2.5.Model and encourage open and supportive communication within the team.

2.6.Seek and share information from the wider business environment with the team.

2.7.Represent team interests in the wider environment.

2.8.Seek feedback from team members and implement changes within the bounds of organisational goals and policies.

3. Manage team performance.

3.1.Delegate tasks and responsibilities, identify barriers to delegation, and implement processes to overcome them.

3.2.Evaluate team member skills and provide opportunities for individual development.

3.3.Monitor team performance to ensure progress towards achievement of goals.

3.4.Provide mentoring and coaching to support team members.

3.5.Motivate individuals and teams to achieve optimum performance.

3.6.Provide recognition and rewards for team achievements.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

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

decision making

delegation of tasks

information provision

provision of feedback

motivation through recognition and rewards

planning and organising

seek and respond to feedback from team members during the above service periods, in line with organisational goals and policies in the following areas:

allocation or performance of work

effectiveness of communication within team, between other teams or within organisation

efficiency or deficiency in workplace practices.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

roles of and functions performed by supervisors and managers:

decision making

delegating tasks

monitoring staff

planning and organising

providing information:

organisation performance

changes in organisational policies

marketing information and targets

overall organisational objectives

plans for new equipment

rationale for management decisions

technology updates

training developments

expectations, roles and responsibilities of team members:

adhering to policies and procedures

cooperative and open communication

nature and scope of work

relationships with others in the workplace and interdependent areas of activity

reporting requirements

considerations in the individual development of staff:

change in job responsibilities

external training and professional development

formal promotion

internal training and professional development

opportunity for greater autonomy or responsibility

features of different leadership styles

features of open and supportive communication

characteristics of effective leadership

principles of teamwork and:

characteristics of effective teams

roles and attributes of team members

organisation of teams

potential team problems

benefits of effective teamwork

role and theories of motivation as they apply to the management of individuals and teams

the role of group dynamics in successful team management

forms of recognition and reward applicable to leading staff:

acknowledging individual good performance to the whole team

incentive initiatives

informal acknowledgement

presenting awards

written reports to management

types of organisational plans and planning processes.

Skills must be demonstrated in an operational tourism, travel, hospitality or events business operation or activity for which a team is managed. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

a team whose overall performance is the responsibility of the individual; this can be:

those in an industry workplace who are assisted by the individual during the assessment process; or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.


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:

(add new lines for each of the assessment tasks)


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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Model high standards of performance and behaviour.

1.1.Act as a positive role model through individual performance.

1.2.Show support for and commitment to organisational goals in day-to-day work performance.

1.3.Interact with team members in a positive and professional manner.

2. Develop team commitment and cooperation.

2.1.Develop and clearly communicate short, medium and long-term plans and objectives consistent with organisational goals in consultation with the team.

2.2.Communicate expectations, roles and responsibilities of team members to encourage them to take responsibility for own work.

2.3.Encourage teams and individuals to develop innovative approaches to work.

2.4.Identify and reward individual and team efforts and contributions.

2.5.Model and encourage open and supportive communication within the team.

2.6.Seek and share information from the wider business environment with the team.

2.7.Represent team interests in the wider environment.

2.8.Seek feedback from team members and implement changes within the bounds of organisational goals and policies.

3. Manage team performance.

3.1.Delegate tasks and responsibilities, identify barriers to delegation, and implement processes to overcome them.

3.2.Evaluate team member skills and provide opportunities for individual development.

3.3.Monitor team performance to ensure progress towards achievement of goals.

3.4.Provide mentoring and coaching to support team members.

3.5.Motivate individuals and teams to achieve optimum performance.

3.6.Provide recognition and rewards for team achievements.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

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

decision making

delegation of tasks

information provision

provision of feedback

motivation through recognition and rewards

planning and organising

seek and respond to feedback from team members during the above service periods, in line with organisational goals and policies in the following areas:

allocation or performance of work

effectiveness of communication within team, between other teams or within organisation

efficiency or deficiency in workplace practices.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

roles of and functions performed by supervisors and managers:

decision making

delegating tasks

monitoring staff

planning and organising

providing information:

organisation performance

changes in organisational policies

marketing information and targets

overall organisational objectives

plans for new equipment

rationale for management decisions

technology updates

training developments

expectations, roles and responsibilities of team members:

adhering to policies and procedures

cooperative and open communication

nature and scope of work

relationships with others in the workplace and interdependent areas of activity

reporting requirements

considerations in the individual development of staff:

change in job responsibilities

external training and professional development

formal promotion

internal training and professional development

opportunity for greater autonomy or responsibility

features of different leadership styles

features of open and supportive communication

characteristics of effective leadership

principles of teamwork and:

characteristics of effective teams

roles and attributes of team members

organisation of teams

potential team problems

benefits of effective teamwork

role and theories of motivation as they apply to the management of individuals and teams

the role of group dynamics in successful team management

forms of recognition and reward applicable to leading staff:

acknowledging individual good performance to the whole team

incentive initiatives

informal acknowledgement

presenting awards

written reports to management

types of organisational plans and planning processes.

Skills must be demonstrated in an operational tourism, travel, hospitality or events business operation or activity for which a team is managed. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

a team whose overall performance is the responsibility of the individual; this can be:

those in an industry workplace who are assisted by the individual during the assessment process; or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

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
Act as a positive role model through individual performance. 
Show support for and commitment to organisational goals in day-to-day work performance. 
Interact with team members in a positive and professional manner. 
Develop and clearly communicate short, medium and long-term plans and objectives consistent with organisational goals in consultation with the team. 
Communicate expectations, roles and responsibilities of team members to encourage them to take responsibility for own work. 
Encourage teams and individuals to develop innovative approaches to work. 
Identify and reward individual and team efforts and contributions. 
Model and encourage open and supportive communication within the team. 
Seek and share information from the wider business environment with the team. 
Represent team interests in the wider environment. 
Seek feedback from team members and implement changes within the bounds of organisational goals and policies. 
Delegate tasks and responsibilities, identify barriers to delegation, and implement processes to overcome them. 
Evaluate team member skills and provide opportunities for individual development. 
Monitor team performance to ensure progress towards achievement of goals. 
Provide mentoring and coaching to support team members. 
Motivate individuals and teams to achieve optimum performance. 
Provide recognition and rewards for team achievements. 

Forms

Assessment Cover Sheet

SITXHRM003 - Lead and manage people
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

SITXHRM003 - Lead and manage people

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: