Assessment 2

Unit Code:- SITXHRM009

Unit Name:- Lead and manage
people

Assessment for this Unit of Details

Competency/Cluster
Assessment 1 Written Test
Assessment 2 Practical /Observation
Assessment 3
Assessment conducted in this instance: Assessment 1 2 X 3
 SITXHRM009 Lead and manage people

Assessment Guidelines
What will be assessed
The purpose of this assessment is to assess your ability to complete tasks outlined in elements and performance
criteria of this unit in the context of the job role, and:
• lead and manage individual or team performance including at least four of the following leadership
and management roles:
▪ decision making
▪ delegation of tasks
▪ information provision
▪ monitoring performance
▪ provision of feedback
▪ motivation through recognition and rewards
▪ planning and organising
• seek and respond to feedback from team members on at least two occasions, 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.

Place/Location where assessment will be conducted

DC Class Room and DC Training Kitchen

Resource Requirements
Refer to the Assessment conditions attached to the Futura Group Mapping Document located in the
teacher support tools folder or the “Assessment Conditions” for this unit in the current SIT Training
Package.
Instructions for assessment including WHS requirements
1. You are required to wear a complete uniform applicable to your area of training or as
instructed
2. Your personal presentation must reflect the standards typically expected and acceptable
in the tourism, hospitality and events industry.
3. The observation consists of 3 parts:
• Part A Planning monitoring
• Part B The monitoring process/observation
• Part C Evaluating monitoring processes

4. Part A – Prior to the observation. Planning

Select 4 different activities relevant to your job role or workplace activities with your trainer
from the list below. You will need to develop a plan for the situation(s) where you undertake
monitoring as detailed in Part A of this assessment below.

• decision making
• delegation of tasks

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 SITXHRM009 Lead and manage people

• information provision
• provision of feedback
• motivation through recognition and rewards
• planning and organising
5. Part B – Observation – You will be observed completing the 2 different monitoring
activities you selected in Part A.

6. Part C – Post monitoring/observation. Evaluating the monitoring processes Part C

requires you to evaluate the workplace practices, the effectiveness of communication, task
allocation and delegation, and the feedback provisions that were employed during the
monitoring instances. As part of continuous improvement and critical self-reflection, for each
deficiency identified, a realistic improvement needs to be provided which can be implemented
for future service instances.

The observation criteria in each part of this assessment below provide a guideline for criteria
relevant to each task.
If more space is required for any answer you may attach a separate page containing your ID
number, your name, unit title, unit code and the assessment task number and attach this page
with the current assessment task before submission or alternatively use the back of each paper
with a clear reference to the relevant question(s).
Ensure you check your work and keep a copy before submitting.
You are encouraged to clarify any tasks, requirements or questions you may have with your
trainer.

Duke College (DC) Assessment 2, Oct 2022

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Assessment 2: Practical
Your Tasks
3 Service Instances – Details
You will be observed monitoring individual or team performance demonstrating at least
4 of the following leadership and management roles: (Select 4)

decision making
delegation of tasks
information provision
provision of feedback
motivation through recognition and
rewards planning and organising
The selected roles may be observed individually on several occasions or during e.g.
preparation and service for a function, organising or holding an event or similar where a
complete operational cycle can be observed.
Class Activities/Kitchen Activity: - Trainer will decide on the day of Observation
Instance Date Duration from ... to... Leadership role observed
Instance 1:

Instance 2:

Instance 3:

Instance 4:

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Part A – Planning monitoring

1. Once you have selected the activities with your trainer, you will need to develop a
plan for the situation(s) where you undertake monitoring including:

A. An overview of the activities typically undertaken by the team in the workplace or

simulated training environment

B. A description of the team

C. The job roles and duties undertaken by each team member

D. How the tasks to be completed during the instance(s) will be planned, organised
and allocated, and communicated to each team member or the team as a group

E. Provisions for decision making and delegation of tasks

F. The documentation you will use to assist you to inform staff (e.g. booking
information, menus, schedules etc.)

G. The provisions for monitoring

H. The provisions for de-briefing staff at the end of the service instance(s)

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Part A – Planning monitoring S NYS Comments

Provides an overview of the activities undertaken in the

workplace/ department
Provides an overview of the team characteristics
The individual job roles for each team member are provided
The tasks typically performed in each job role are provided
A description of how tasks are planned for the monitoring
instance is provided
A description of how task requirements are organised for the
monitoring instance is provided
A description of how tasks are allocated and communicated to
staff for the monitoring instance is provided
The planned task allocation is suitable to the individual job roles
and task typically performed
The provisions for decision making processes are explained
The provisions for and principles of delegation processes are
outlined
The documentation which will be used for briefing, information
of staff to plan and undertake the service instance is explained
The key steps for monitoring are outlined relevant for the type of
tasks performed by the team and the monitoring instance.
The de-brief provisions and details are outlined

List additional criteria as relevant

Part B – Observation
You will demonstrate your ability to carry out each of the 4 activities planned for in
Part A. Using your knowledge of leadership and management techniques, you will
need to:
1. Plan and organise the activity (e.g. a meeting to provide workplace
information)
2. Use appropriate decision making techniques
3. Delegate suitable tasks using the correct techniques
4. Collect and provide relevant feedback from and to staff
5. Use suitable motivation techniques

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Criteria 1.Instance 2.Instance 3.Instance 4.Instance

S NYS S NYS S NYS S NYS

Planning and Organising

Establishes rapport with the team
Communicates the requirements for the service instance
The individual roles and tasks are explained
The individual and team roles are allocated
Acts pro-actively during service periods and attends to problems as
these arise
The operation remains effective during the instance observed
Disruption to service or production is minimal
The instance is managed without impacts on customer service or
schedules
Interacts with team members in a positive manner
Encourage and promotes open communication
Conducts in a professional manner reflective of a supervisor in a
leading role

Decision Making
Involves the team in decision making processes relevant to tasks and
procedures:
1.
2.
3.
4.
Decisions are made collectively and agreed on
Valid concerns are considered and evaluated

Delegation of Tasks
Tasks for delegation are discussed:
1.
2.
3.
The individual capacity is considered for delegation of tasks
The potential barriers which may affect delegation or associated tasks
are identified
Tasks are explained clearly
Delegation is implemented and followed up
Shortfalls or problems are identified
The reasons for performance issues are identified:
_________________________
Pro-active steps are taken to ensure the outcomes are achieved:
_________________________
Mentoring and coaching is used to help staff to achieve tasks where
possible

List additional criteria as relevant

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Provisions of Feedback
Provides feedback and encouragement to staff where difficult or new
tasks are undertaken
Provides fee back on individual performance
Provides feedback on team performance
Feedback to staff is provided in a constructive manner
Student seeks feedback from individuals in the workplace
Student seeks feedback from the team
The feedback received is used to suggest changes for the operation
Where feasible, suggested changes from feedback are implemented into
processes
Suggestions and improvements from the team are acknowledged as
“coming from the team”

Motivation through Recognition and Rewards

Motivates team members to achieve tasks through supportive actions
and constructive feedback
Recognises and uses praise for achievement of individuals and the team
overall
Uses rewards where applicable within realistic means and constraints

List additional criteria as relevant

Feedback and Comment’s:-

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Part C – Post monitoring/observation. Evaluating the monitoring processes

a. Provide an overview of the efficiency and/or deficiency of the

workplace practices:
1. What worked well?
2. What did not work well and why?

b. How effective was the communication:

1. Between you and individual team members
2. Between you and team
3. Amongst the team

c. How effective was the allocation and delegation of tasks to individuals

and the team overall? What were the shortfalls or weaknesses you have
identified, and which actions will you take to overcome these?

d. What feedback have you provided? To whom?

e. What feedback have you received from individuals, and the team
overall?

f. How have you used feedback received and in which instances? How
will you use feedback received for future services as part of continuous
improvement?

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Part C – Post monitoring/observation. S NYS Comments

The efficiencies in the workplace during monitoring have been

identified and discussed
The efficiencies in the workplace during monitoring have been
identified and discussed
The effectiveness of communication between has been
identified and evaluated:
1. Student and individual team members

2. Student and team

3. Amongst the team

The effectiveness of allocation of tasks has been evaluated

Suggested provisions to overcome identified shortfalls are
realistic and can be applied
The effectiveness of delegation has been evaluated
Suggested provisions to overcome identified shortfalls from
delegation are realistic and can be applied
Provides an overview of feedback provided to individuals
during the monitoring instances
Provides an overview of feedback received from individuals
during the monitoring instances
Provides an overview how feedback received was applied and
used in service instances where applicable
Provides suggestions for use of received feedback for future
service instances
The suggestions for use/ application of feedback for future
instances are realistic and provide for improvement

List additional criteria as relevant

Duke College (DC) Assessment 2, Oct 2022

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RTO ID: 90681 Page 10 of 10