Assessment Task 1 (8)

Assessment Task 1

BSBHRM513 Manage workforce planning

Research workforce requirements and develop workforce planning Submission details Candidate’s name

Phone no.

Assessor’s name

Phone no.

Assessment site Assessment date/s

Time/s

The assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor. Submit this document with any required evidence attached. See specifications below for details.

Assessment Task 1

BSBHRM513 Manage workforce planning

Assessment Task 1

Assessment Task 2

Assessment Task 3

Workforce planning report

Staffing action plan

Organisational climate survey

Communications strategy

Workforce planning presentation

Evaluation report

Risk management and contingency plan

Procedure 1. Review the JKL simulated business documents provided by your assessor and the scenario below.

JKL Industries is an Australian-owned company selling forklifts, small trucks and

Assessment Task 1

BSBHRM513 Manage workforce planning

recruit from within the company and upskill or reskill existing rentals employees who wish to remain with the company. As an HR consultant, you have been contracted by JKL to review workforce requirements and develop workforce objectives and strategies. To complete this task, you will need to assess factors that may affect workforce supply, such as internal labour resources and the external labour market.

2. Using the information provided in Appendix 1, review: a. current data on staff turnover and demographics b. projections for future workforce needs. 3. Using appropriate sources, investigate the external environment: a. external factors that may affect workforce supply b. relevant industrial relations information, such as modern awards, conditions, rights and responsibilities of workers and management c. relevant government policy. 4. Using the results of your review of internal and external data and simulated business documentation, such as strategic or operational plans, develop a workforce planning report containing:

Assessment Task 1

BSBHRM513 Manage workforce planning

iii. Your proposed process for developing detailed targets consistent with objectives in consultation with managers. 5. Develop a communication strategy using the template provided in Appendix 2: a. Plan communication and consultation activities to be undertaken to communicate, and seek approval and endorsement for, proposed workforce planning measures from stakeholders, including: i.

senior management

ii. line management iii. workers. b. Include in your communication strategy a broad plan to communicate implementation of the workforce plan to senior management. Note: This communication activity will be planned in detail and undertaken in Assessment Task 2. 6. Develop a risk management and contingency plan using the template provided in Appendix 3. Assess risk and develop contingency planning for the three workforce objectives and strategies discussed in your report. At least one risk management and contingency plan must be in response to an extreme situation. Submit all documentation as per specifications below. Please keep copies for

Assessment Task 1

BSBHRM513 Manage workforce planning

○ communicate with key stakeholders ○ support HR functions, including data collection and managing information according to legislation and organisational policies ●

●

knowledge of current information about external labour supply relevant to the specific industry or skill requirements of the organisation labour force analysis and forecasting techniques.

Adjustment for distance-based learners ●

No changes are required to task.

Appendix 1 – Workforce data The following staff turnover and demographics data was gathered from the JKL accounting and payroll system and HR management system.

Current HR workforce turnover and demographic data Turnover FY 2013–14 (29%)

Assessment Task 1

BSBHRM513 Manage workforce planning

Demographics FY 2013–14 Position

Number

Number women

Number Aboriginal or Torres Strait Islander

Senior manager

4

0

0

Branch manager

6

0

0

Line manager

12

2

0

Salesforce and customer service

80

70

0

Mechanic

32

3

0

Future needs FY 2014–15 Position

Number

Probability of successful filling of position

Assessment Task 1

BSBHRM513 Manage workforce planning

FY 2016–17 Position

Numbe r

Probability of successful filling of position

Senior manager

4

0.8

Branch manager

6

0.8

Line manager

12

0.8

Salesforce

102

0.7

Mechanic

38

0.5

Workforce requirements (historical data and projected data) Salesforce The salesforce is critical for achieving revenue targets. Revenue is closely correlated with average staff levels at each location (R 2= 0.9782). Future staff requirements (x) have been calculated by substitution into the regression equation (y=0.3717x +0.2175)

Assessment Task 1

*

BSBHRM513 Manage workforce planning

FY 2012–13

80

36

FY 2013–14

78

29

FY 2014–15

84 required to support projected revenue across 6 locations

32*

FY 2015–16

90 required

35*

FY 2016–17

102 required

40*

Projected sales

Assessment Task 1

BSBHRM513 Manage workforce planning

Mechanics As the business expands, more mechanics will be needed to satisfy demand.

*

Financial year

Numbers mechanics required

FY 2009–10

25

FY 2010–11

30

FY 2011–12

30

FY 2012–13

30

FY 2013–14

32

FY 2014–15

38*

FY 2015–16

42*

FY 2016–17

45*

Projected requirements

Assessment Task 1

BSBHRM513 Manage workforce planning

Appendix 2 – Communication strategy Communication objectives: (aligned to workforce objectives and organisational strategic  goals)

Audience:

Message:

(characteristics/receptivity to message)

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Innovation and Business Industry Skills Council Ltd

Strategy: media, approach, rationale:

Resources/budget:

(why it will communicate message and meet objectives)

(if applicable, estimate)

Person:

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Assessment Task 1

BSBHRM513 Manage workforce planning

Appendix 3 – Risk management and contingency plan Workforce objectives:

Risk likelihood:

Risk consequence:

Workforce objective: Risk mitigation strategy or contingency plan:

©

Innovation and Business Industry Skills Council Ltd

st edition version: 1

Assessment Task 1

BSBHRM513 Manage workforce planning

Workforce objective: Risk mitigation strategy or contingency plan:

Workforce objective: Risk mitigation strategy or contingency plan:

©

Innovation and Business Industry Skills Council Ltd

st edition version: 1

Assessment Task 1

©

Innovation and Business Industry Skills Council Ltd

BSBHRM513 Manage workforce planning

st edition version: 1