Assessment-Task-3 (6).pdf

Assessment Task 3

BSBHRM513 Manage workforce planning

Monitor and evaluate 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.

Performance objective This task requires you to demonstrate skills and knowledge required to monitor and evaluate the implementation of workforce planning.

Assessment description Using the workforce planning you developed in Assessment Task 1, you will monitor and evaluate the effectiveness of your workforce planning against your objectives. To perform this task, you will develop an internal survey, and review and analyse performance performance data.

© 2015 Innovation and Business Industry Skills Council Ltd

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Assessment Task 3

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.

You are an external consultant contracted to develop, implement and review workforce planning at JKL. You now need to evaluate the implementation of your workforce planning. You will need to review the effects of actual trends in the JKL workforce, review the external environment, survey the workforce and develop an evaluation report for senior management.

2. Using the information provided in Appendix 1, review workforce trends at JKL with regard to exiting employees. 3. Review the external environment for: a. trends in labour supply that may affect demand b. review relevant government policy c. industrial relations and industrial relations legislation, including identification of relevant modern awards, conditions, and rights and responsibilities of workers and management. 4. Develop a survey to gauge organisational climate: a. worker satisfaction and reasons for satisfaction levels b. worker intentions to retire, exit, pursue internal and external opportunities and reasons Note: Design your survey to gather necessary data while protecting privacy and fair treatment of individual employees under relevant company policy and legislation.

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Assessment Task 3

BSBHRM513 Manage workforce planning

Include a short statement on the intention of the survey, how the data will be used and how it will be stored. 5. Submit your survey to your assessor. Your assessor will supply organisational climate data. 6. Using information gathered from steps 2 through 5 and your workforce plan strategies and objectives developed in Assessment Task 1 and implemented in Assessment Task 2, review and revise your objectives and strategies. 7. Prepare a report for senior management to: a. evaluate the internal and external workforce trends and their effect on organisational objectives b. build support for your recommendations. Include in your report: a. An executive summary. b. A discussion of internal and external data, including: i.

internal labour trends

ii. external supply iii. government policy iv. industrial relations and modern awards v. climate survey results. c. Evaluation of the effectiveness of workforce planning and change processes against objectives and targets. Use information from Appendix 1 and refer to the objectives and targets you developed and implemented in Assessment Tasks 1 and 2. d. Recommendations for changes to objectives and strategies to achieve organisational objectives or, if achieved, contribute to continuous improvement. Ensure your recommendations are supported by your discussion of internal and external data. 2. Submit documentation as per specifications below. Please keep copies for your records.

Specifications You must provide: ●

an organisational climate survey

●

an evaluation report.

Your assessor will be looking for evidence of: ●

communication and leadership skills to:

© 2015 Innovation and Business Industry Skills Council Ltd

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Assessment Task 3

BSBHRM513 Manage workforce planning

○

explain the need for change

○

gain senior management support for workforce planning initiatives

●

literacy skills to read and write reports and succinct workforce plans

●

numeracy skills to work with data and predictions about labour supply information

●

analytical skills to review data according to the needs of the organisation

●

technology skills to:

●

○

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.

Adjustment for distance-based learners ●

No changes are required to task.

Appendix 1 – Workforce data Current HR workforce trends Turnover FY 2013–14 (29%) Position Senior manager

Number exits

Number staff

1

4

Reasons for leaving 1. Retirement 2. Other opportunities

Branch manager

2

6

1. Retirement 2. Other opportunities

Line manager

3

18

1. Lack of opportunity 2. Unhealthy work culture 3. Retirement

Salesforce and customer service

25

80

1. Lack of opportunity 2. Lack of recognition 3. Unhealthy work culture

© 2015 Innovation and Business Industry Skills Council Ltd

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Assessment Task 3

Mechanic

BSBHRM513 Manage workforce planning

10

32

1. Better opportunities elsewhere 2. Lack of recognition 3. Unhealthy work culture

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

18

2

0

Salesforce

80

70

0

Mechanic

32

3

0

Turnover FY 2014–15 (20%) Position Senior manager

Number exits

Number staff

1

4

Reasons for leaving 1. Retirement 2. Other opportunities

Branch manager

2

6

1. Retirement 2. Other opportunities

Line manager

3

12

1. Other opportunities 2. Retirement

Salesforce

15

84

1. Better opportunities 2. Pay 3. Lack of opportunity

Mechanic

8

38

1. Better opportunities elsewhere 2. Personal reasons

© 2015 Innovation and Business Industry Skills Council Ltd

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Assessment Task 3

BSBHRM513 Manage workforce planning

Demographics FY 2014–15 Position

Number

Number women

Number Aboriginal or Torres Strait Islander

Senior manager

4

1

0

Branch manager

6

1

0

Line manager

12

2

0

Salesforce

84

73

1

Mechanic

38

5

0

Mechanic ’s apprentice

8

3

1

Workforce planning scorecard FY 2014 –15 Objective

Targets

Result

Provide required training to meet workforce needs

Deliver training to upskill rental employees

See Assessment Task 2 staffing action plan

Recruit

Conduct workforce planning thru FY 2016–17

See Assessment Task 1 report

Complete implementation of staff planning for FY 2014–15

See Assessment Task 2

Conduct skills audits and needs analysis for all roles to be filled by recruitment strategy

Completed

Ensure all critical roles are filled to meet revenue targets

See Assessment Task 2 staffing action plan

Provide personal development plans for all employees

60% completed

Become an Employer of Choice

© 2015 Innovation and Business Industry Skills Council Ltd

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Assessment Task 3

Objective

Manage performance and adherence to organisational values

BSBHRM513 Manage workforce planning

Targets

Result

Retain managerial talent through rewards, promotion and training

See Assessment Task 2 staffing action plan

Complete twice-yearly performance reviews

75% managers compliant

Communicate organisational values and code of conduct

80% employees and managers state they are aware of values and code

Build culture of excellence: eliminate discrimination and promote diversity in workforce

Hiring practices reviewed

Promote levels of diversity in workplace proportional to percentage of population

Aboriginal representation in salesforce and mechanics apprenticeships increased from 0 to 1 in each category;

Manager training completed

3 of 8 mechanics apprenticeships are women

© 2015 Innovation and Business Industry Skills Council Ltd

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