Assessment Task 2 Templates
Activity 2: Prepare individual performance improvement plans
Meeting agenda template:
Date/Time:
Location:
Chairperson:
Meeting Attendees:
Full names and roles
Agenda Item/Topic
Discussion/Outcomes
Action Office
Due Date
Welcome
(Agenda item 1)
Topic?
(Agenda item 2)
Topic?
(Agenda item 3)
Topic?
Summary
Overall Summary
Decision/s
Action/s if any
Next Meeting time/date
Meeting closed at:
Minutes are a true and accurate record of the meeting
Approved/confirmed by whom?
Meeting minutes template:
Minutes of Meeting
Meeting Objective:
Attendees:
Venue:
Date:
No.
Points Discussed
Actions Suggested
Target Date
Signature of attendee 1: XXXXXXXXXXSignature of attendee 2:
Signature of attendee 3: XXXXXXXXXXSignature of attendee 4:
Activity 3: Develop strategies and processes to facilitate team cohesion
You must use the template provided to document your responses. You must ensure that the documented responses are concise to the point and within the specified word limit.
Template:
Two (2) strategies to facilitate team members input into planning, decision making and operational aspects of team tasks XXXXXXXXXXwords each)
Strategy 1:
Strategy 2:
Policies and procedures to promote team member accountability for personal work and team tasks XXXXXXXXXXwords)
Purpose and application of the policy
Procedures
A process to identify issues, concerns and problems identified by team members XXXXXXXXXXwords)
A process to address the identified issues, concerns and problems identified by team members XXXXXXXXXXwords)
Activity 4: Monitor the outcomes of performance plans
Meeting agenda template:
Date/Time:
Location:
Chairperson:
Meeting Attendees:
Full names and roles
Agenda Item/Topic
Discussion/Outcomes
Action Office
Due Date
Welcome
(Agenda item 1)
Topic?
(Agenda item 2)
Topic?
(Agenda item 3)
Topic?
Summary
Overall Summary
Decision/s
Action/s if any
Next Meeting time/date
Meeting closed at:
Minutes are a true and accurate record of the meeting
Approved/confirmed by whom?
Meeting minutes template:
Minutes of Meeting
Meeting Objective:
Attendees:
Venue:
Date:
No.
Points Discussed
Actions Suggested
Target Date
Signature of attendee 1: XXXXXXXXXXSignature of attendee 2:
Signature of attendee 3: XXXXXXXXXXSignature of attendee 4:
Activity 5: Communicate and follow-up unresolved issues, concerns and problems
Meeting agenda template:
Date/Time:
Location:
Chairperson:
Meeting Attendees:
Full names and roles
Agenda Item/Topic
Discussion/Outcomes
Action Office
Due Date
Welcome
(Agenda item 1)
Topic?
(Agenda item 2)
Topic?
(Agenda item 3)
Topic?
Summary
Overall Summary
Decision/s
Action/s if any
Next Meeting time/date
Meeting closed at:
Minutes are a true and accurate record of the meeting
Approved/confirmed by whom?
Meeting minutes template:
Minutes of Meeting
Meeting Objective:
Attendees:
Venue:
Date:
No.
Points Discussed
Actions Suggested
Target Date
Signature of attendee 1: XXXXXXXXXXSignature of attendee 2:
Signature of attendee 3: XXXXXXXXXXSignature of attendee 4:
Template: Solutions implemented to address the unresolved issues, concerns and problems
Unresolved issues, concerns and problems
Actions implemented
Date implemented
Sign off:
Date:
Appendix C: Team performance plan template
PERFORMANCE PLAN ACTION PLAN
EMPLOYEE NAME
ROLE / TITLE
EMPLOYEE ID
SUPERVISOR
DEPARTMENT
DATE
team purpose, roles, and responsibilities
Provide specific team purpose, roles and responsibilities.
Individual/Team purpose
Roles and responsibilities
Team GOALS
Provide specific goals as they relate to strategic organisational objectives.
GOAL #
GOAL DESCRIPTION
ISSUE ADDRESSED BY MEETING GOAL
EXPECTed ouctomes
To demonstrate progress toward goal achievement, the following performance standard expectations must be met.
EXPECTATION DESCRIPTION
strategies
List activities/strategies that will aid to achieve the goals set above.
GOAL #
ACTIVITY
START DATE
PROJECTED DATE OF COMPLETION
RESOURCES
List resources available to complete goal activities; for example, training materials, training activities, seminars, peer mentoring, management support, etc.
RESOURCE NAME
DESCRIPTION OF RESOURCE
1
PROGRESS BENCHMARKS
GOAL #
ACTIVITY
DATE OF CHECK
FOLLOW-UP METHOD
phone, email, mtg.
EXPECTED PROGRESS/KPIs
COMMENTS
TIMELINE FOR IMPROVEMENT, CONSEQUENCES, AND EXPECTATIONS
Provide a summary of any stipulations placed upon the performance improvement plan, consequences of insufficient effort, and any legal concerns, such as confidentiality as related to this document.
SIGNATURES
EMPLOYEE NAME
EMPLOYEE SIGNATURE
DATE
SUPERVISOR NAME
SUPERVISOR SIGNATURE
DATE
Appendix D: Individual performance improvement plan
INDIVIDUAL PERFORMANCE IMPROVEMENT PLAN: TEAM MEMBER 1
EMPLOYEE NAME
ROLE / TITLE
EMPLOYEE ID
SUPERVISOR
DEPARTMENT
DATE
IMPROVEMENT GOALS
Provide specific goals as they relate to areas of concern to be addressed and improved upon.
GOAL #
GOAL DESCRIPTION
ISSUE ADDRESSED BY MEETING GOAL
EXPECTATIONS
To demonstrate progress toward improvement goal achievement, the following performance standard expectations must be met.
EXPECTATION DESCRIPTION
GOAL ACTIVITIES
List activities that will aid to achieve the improvement goals set above.
GOAL #
ACTIVITY
START DATE
PROJECTED DATE OF COMPLETION
RESOURCES
List resources available to complete goal activities; for example, training materials, training activities, seminars, peer mentoring, management support, etc.
RESOURCE NAME
DESCRIPTION OF RESOURCE
PROGRESS MONITORING
Provide an evaluation schedule to monitor the progress of improvement activities.
FOLLOW-UP SCHEDULE
DATE SCHEDULED
ACTIVITY
CONDUCTED BY
DATE COMPLETED
30-Day Review
45-Day Review
60-Day Review
90-Day Review
PROGRESS BENCHMARKS
GOAL #
ACTIVITY
DATE OF CHECK
FOLLOW-UP METHOD
phone, email, mtg.
EXPECTED PROGRESS/KPIs
COMMENTS
TIMELINE FOR IMPROVEMENT, CONSEQUENCES, AND EXPECTATIONS
Provide a summary of any stipulations placed upon the performance improvement plan, consequences of insufficient effort, and any legal concerns, such as confidentiality as related to this document.
SIGNATURES
EMPLOYEE NAME
EMPLOYEE SIGNATURE
DATE
SUPERVISOR NAME
SUPERVISOR SIGNATURE
DATE
INDIVIDUAL PERFORMANCE IMPROVEMENT PLAN: TEAM MEMBER 2
EMPLOYEE NAME
ROLE / TITLE
EMPLOYEE ID
SUPERVISOR
DEPARTMENT
DATE
IMPROVEMENT GOALS
Provide specific goals as they relate to areas of concern to be addressed and improved upon.
GOAL #
GOAL DESCRIPTION
ISSUE ADDRESSED BY MEETING GOAL
EXPECTATIONS
To demonstrate progress toward improvement goal achievement, the following performance standard expectations must be met.
EXPECTATION DESCRIPTION
GOAL ACTIVITIES
List activities that will aid to achieve the improvement goals set above.
GOAL #
ACTIVITY
START DATE
PROJECTED DATE OF COMPLETION
RESOURCES
List resources available to complete goal activities; for example, training materials, training activities, seminars, peer mentoring, management support, etc.
RESOURCE NAME
DESCRIPTION OF RESOURCE
PROGRESS MONITORING
Provide an evaluation schedule to monitor the progress of improvement activities.
FOLLOW-UP SCHEDULE
DATE SCHEDULED
ACTIVITY
CONDUCTED BY
DATE COMPLETED
30-Day Review
45-Day Review
60-Day Review
90-Day Review
PROGRESS BENCHMARKS
GOAL #
ACTIVITY
DATE OF CHECK
FOLLOW-UP METHOD
phone, email, mtg.
EXPECTED PROGRESS/KPIs
COMMENTS
TIMELINE FOR IMPROVEMENT, CONSEQUENCES, AND EXPECTATIONS
Provide a summary of any stipulations placed upon the performance improvement plan, consequences of insufficient effort, and any legal concerns, such as confidentiality as related to this document.
SIGNATURES
EMPLOYEE NAME
EMPLOYEE SIGNATURE
DATE
SUPERVISOR NAME
SUPERVISOR SIGNATURE
DATE
BSBTWK502 Manage team effectiveness