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Formative Assessment 1: To Be Submitted As Advised by Your Trainer/assessor Yes No

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0% found this document useful (0 votes)
102 views26 pages

Formative Assessment 1: To Be Submitted As Advised by Your Trainer/assessor Yes No

Uploaded by

prashant
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Formative Assessment 1

Unit of Competency BSBADM502 Manage Meetings


Student’s name
Satisfactory response
To be submitted as advised by your trainer/assessor Assessor use only
4 typed lines = 50 words, or 5 lines of handwritten text
Short Answer Yes No
As a minimum
Give 2 examples of Formal meetings that would be conducted under
1 ☐ ☐
formal protocols.
A. Board meetings – Regular meetings (monthly or quarterly), according to the organisation’s
protocols, to set up goals, oversee management, receive reports review progress and to make decision
of the organisation.
B. Annual General Meeting (AGM) – The directors of the company/ enterprise will meet with the
shareholders annually. Minutes will need to be taken at this meeting.

2 List 5 roles that the Chairperson would have in a Formal meeting ☐ ☐


5 roles that the Chairperson would have in a Formal meeting are listed below:

.A. To ensure the meeting achieves its goal by keeping order.


B. Ensuring the proceeding are conducted effectively.
C. Maintaining morale and Maximising effective participation.
D. Ensure that a quorum is present.
E. A mover and seconder are required for amending a motion.
Code & Title

3 List 3 roles of the meeting Secretary ☐ ☐


3 roles of the meeting Secretary are listed below:
1. Plan the meeting. Under the direction of the chairperson, send out notice of the meeting to all
participants well in advance. Along with the meeting notice include an agenda, minutes of the last
meeting and any handouts that will be discussed during the meeting. Provide a paper copy of the
agenda, minutes from the last meeting and handouts, even if those items were e-mailed to
participants ahead of time.

2. Record minutes during the meeting. Make sure the notes are thorough and easy to transcribe
afterward. If it's acceptable to the chairperson and other meeting participants, use a tape recorder to
record the minutes. Some organizations require that the secretary read the minutes from the
previous meeting so they can be approved by the participants. The secretary is also expected to
either take roll call or pass around an attendance register at the beginning of the meeting.

3. Follow up after the meeting. Using the organization's standard minutes template or the one provided
in "Robert's Rules of Order," transcribe the notes from the meeting. Then, submit the minutes to the
chairperson for approval. If guest speakers were present at the meeting, send thank-you notes to
them. If meeting participants were assigned tasks during the meeting, send them timely reminders of
those tasks afterward.

4 List 3 essential items that need to appear on a formal meeting agenda ☐ ☐


3 essential items that need to appear on a formal meeting agenda are listed below:
• Informational Items
• Action Items
• Forward Planning

Add additional pages as required

Formative Assessment 2
Unit of Competency BSBADM502 Manage Meetings

Student’s name
Satisfactory response
To be submitted as advised by your trainer/assessor Assessor use only
4 typed lines = 50 words, or 5 lines of handwritten text
Short Answer Yes No
As a minimum

1 What does the term “Quorum” mean? ☐ ☐


A quorum is a minimum level of interest or attendance required before an official meeting or action
can take place. Companies often stipulate the quorum required among shareholders in order to make
decisions, spelled out in the corporate charter .

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What is the difference between an “Absence” and an “Apology” being recorded


2 ☐ ☐
in the minutes of a formal meeting?

The only things that generally need to be recorded in minutes are those in attendance and those who have
offered an apology. Regrets and absence have no place in the minutes. But there is a sting in the tail.
Apologies are only people who have asked for the apologies to be recorded. They are not, a list of people who
are not there. Nor is it appropriate for some-one to say “Fred is not here so I think we should record his
apologies” – that is not apology unless Fred specifically asked for his apologies to be recorded.

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3 What does the term ‘Through the Chair” mean? ☐ ☐

 State Legislature is no exception. There are lots of acronyms and abbreviations, but the words that I
still find to be peculiar are "through the chair." When people testify to committees, particularly state
employees and legislative staffers who are at committee meetings frequently, when they address a
committee member, they often start out with, "Through the chair."

4 What does the term “Constitution” mean? ☐ ☐

 A body of fundamental principles or established precedents according to which a state


or other organization is acknowledged to be governed.

Add additional pages as required

Formative Assessment 3
Unit of Competency

Student’s name
Satisfactory response
To be submitted as advised by your trainer/assessor Assessor use only
4 typed lines = 50 words, or 5 lines of handwritten text
Short Answer Yes No
As a minimum
1 List 3 methods of voting at formal meetings ☐ ☐

List 3 methods of voting at formal meetings are listed below:


 show of hands: members vote by raising their hand when asked if they are in
favour or against the motion and a count is taken.
 voice vote: a simple method by which members indicate their vote by saying 'yes'
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Code & Title

or 'no'.
 rising method: similar to show of hands but members exercise their vote by
standing up.

Add additional pages as required

BSBADM502
Manage meetings

Assessment Method One – Project

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Code & Title

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Assessment Method One – Project
Application suggestions:
1. This assessment method is designed as a summative assessment method to be issued at the commencement of
training delivery and due at a date to be determined after the completion of the training delivery.
2. The submission must include an Assessment Cover Sheet and the date will be advised by your assessor.

500 words = One (1) page typed report for each task, or
Brief Submission 50 lines of handwritten text = 1½ x A4 handwritten pages
As a minimum
Assessment Conditions
Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical
activities experienced in the general administration field of work and include access to:
• Reference material in regard to meeting venues and technology, catering and transport suppliers;
• Organisational policies and procedures for managing meetings;
• Office supplies and equipment;
• Computers and relevant software; and
• Case studies and, where possible, real situations.

Task Summary

For this assessment you will need to respond as a project to the following tasks. These tasks will need to be
completed and submitted in a professional, word processed, format.

Resources and equipment required to complete this assessment


• Computer and Microsoft Office
• Access to the internet for research and to access web sites
• Printer to print off meeting documents
• Meeting space
• Relevant legislation, regulation, standards and codes
• Relevant workplace documentation and resources

When and where do I complete this task?

• This task may be done in your own time as homework or you may be given time to do this task in
class (if applicable). Your assessor will advise.
• Write in the due date as advised by your assessor: ……………………………………..

What do I need to submit?


• Each task must be 2000 words minimum in length.

What happens if I get something wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of
resubmission will be discussed with you directly. You will only need to redo the parts that are not satisfactory,
however you will need to resubmit the entire assessment.
BSBADM502 Manage meetings

Tasks

Task 1: Action - Conduct and Chair a workplace meeting and produce;


1. An agenda
2. Minutes of the meeting and;
3. An Action Plan for a minimum of two (2) key items on the agenda

ANSWER
Conduct and chair a workplace meeting and produce are
1. Be objective, quick thinking, calm and disciplined.
2. Be consistent
3. Start on time and keep to timelines.
4. Make sure a quorum is present
5. Keep discussion to the point
6. A formal motion needs a mover and a seconder before discussion takes place.

1. An agenda:
A meeting agenda is the list of items that meeting members hope to
accomplish at a meeting. The agenda should be disturbed to participants
several days in advance of a meeting, at least 24 hours, so that participants
have the opportunity to prepare for the meeting. In combination with meeting
minutes, the documentation that participants receive following a meeting, the
agenda is the plan for the meeting and the reported follow-up for the prior
meeting.
2. Minutes of the meeting and:
1. Date and time of the meeting.
2. Names of the meeting participants and those unable to attend (e.g., “regrets”)
3. Acceptance or corrections/amendments to previous meeting minutes.
4. Decisions made about each agenda item, for example: Actions taken or agreed to be taken.
Next steps.
3. An Action Plan for a minimum of two (2) key items on the agenda:
the action plan of my agenda is to complete the unit as soon as possible and completing all of my
assessment as soon as possible because I am planning to join university. From coming year I am planning
to move to Canberra to persue my higher in the field of nursing. So, for that I have to complete my diploma
of leadership course as soon as possible.
The purpose of an action plan is to clarify what resources are required to reach the goal, formulate a
timeline for when specific tasks need to be completed and determine what resources are required.
So, to reach my goals I have to inform to my trainer and college administration about my situation. So after
that they can provide me a completion certificate for my enrolment in university. This two are my action
plan in the coming year which I have to fulfill.

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Task 2: Research - Workplace meetings are usually not bound to strict protocols associated with
formal meetings and are usually more informal. Agendas and recording of the meeting
outcomes is encouraged. When conducting informal workplace meetings;
1. What is an “Action Plan”
2. List two advantages of recording an action plan in workplace meetings
3. List three (3) strategies that the manager/facilitator of a workplace meeting could use
to encourage participation by all team members in attendance at the meeting.
ANSWER
It is a sequence of steps that must be taken, or activities that must be performed well, for a strategy
to succeed. An action plan has three major elements [1] specific tasks: what will be done and by
whom. [2] time horizon: when will it be done. [3] resource allocation: what specific funds are
available for specific activities. Also called action program.

two advantages of recording an action plan in workplace meetings are below:


1. To remind everyone what was agreed upon and why. It is especially important to have
records to refer back to after a significant amount of time has passed and people are no
longer sure what transpired.
2. It creates ownership and accountability

three (3) strategies that the manager/facilitator of a workplace meeting could use to
encourage participation by all team members in attendance at the meeting are listed below:
1. Keep everyone informed: some people don’t participate in meeting because they don’t
have all the information available to them or they didn’t have the chance to prepare
properly.
2. Maintain a positive tone: the more introverted or shy members of your team may need
some encouragement to speak up, as fear could be holding them back.
3. Ask open-ended question: while you’re hosting or chairing a meeting, you may notice
that one or two participants have not spoken up yet. Ask an open-ended question,
preferably recognising their experience or expertise around the topic, to get them
involved in the discussion.

Task 3: Research - When managing/facilitating a meeting one of your roles will be to gain
agreement/consensus by the group for an action. List the five (5) recommended phases for
reaching consensus.
ANSWER
Consensus decision making is the process used to generate widespread agreement within a group.
There are five requirements of consensus decision-making:
1. Inclusion: as many community members as possible should be involved in the process.
Nobody should be excluded or left out [unless they ask to be excluded].
2. Participation: not only is every person included, but each and every person is also expected
to participate by contributing opinions and suggestions.
3. Co-operation: all the people involved collaborate and build upon each other’s concerns and
suggestions to come up with a decision or solution that will satisfy everyone in the group.
4. Egalitarianism: nobody’s input is weighed more or less than anyone else’s.

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5. Solution-mindedness: An effective decision making body works towards a common


solution, despite differences.
five (5) recommended phases for reaching consensus are listed below:
1. Delineating alternatives
2. Discussing strengths and weaknesses
3. Merging alternatives
4. Building criteria lists and scoring alternatives
5. Converging upon an alternative

Task 4: Provide one example on how you could address each of the key provisions of relevant
legislation, standards and codes listed below, when you are managing meetings in the
workplace:
1. Anti-discrimination legislation
2. Ethical principles
3. Codes of practice
4. Privacy laws
5. Copyright
6. Occupational health and safety
ANSWER
1. Anti-discrimination legislation: It is also against the law to treat people unfairly or
harass them because of the age, disability, homosexuality, marital or domestic status,
race, sex or transgender status of any relative, friend or colleague of a job applicant or
employee. Employers, managers and supervisors must treat all their job applicants and
employees on the basis of their individual merit and not because of irrelevant personal
characteristics. They must also do their best to make sure that their employees are not
harassing any other job applicant or employee. In the recruitment process, all jobs
(including traineeships and apprenticeships) must generally be open to all people on the
basis of merit only.

For example: age,race, sex, disability and marital status

2. Ethical principles:
Non-maleficence.
Beneficence.
Health maximisation.
Efficiency.
Respect for autonomy.
Justice.
Proportionality.

3. Codes of practice: A code of conduct can include:


1. Honesty
2. Respect
3. Accountability
4. Confidentially
5. Essential disclosure
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6. Lawful compliance

4. Privacy laws: not breaking customer’s privacy when setting examples or presenting
statistics. Personal data must be preserved and not shared.
5. Copyright: Avoiding copied texts or making the necessary references.
6. Occupational health and safety: Our objective is to enhance overall staff wellbeing by
providing meaningful work, addressing workplace factors that may negatively affect
wellbeing, and providing opportunities for you to learn about and apply healthy lifestyles
choices at work.

Task 5: Then you are to complete the following exercises:


1. Outline meeting terminology, structures, arrangements
2. Outline responsibilities of the chairperson and explain group dynamics in relation to
managing meetings
3. Describe options for meetings including face-to-face, teleconferencing, web-
conferencing and using webcams
4. Identify the relevant organisational procedures and policies regarding meetings, chairing
and minutes including identifying organisational formats for minutes and agendas.

ANSWER
1. Outline meeting terminology, structures, arrangements:
Terminology: to feel more at ease in meetings. It is necessary to be acquainted with the meeting
terminology. The following terms are mostly applicable to formal meeting such as management
committee meeting rather than workplace meetings. However terms such as agenda, apologies
minutes and business arising are common to most different meetings.
A meeting is only as good as its structure. The major planning tool is the agenda, or outline of major
discussion points. Most meeting focus on a featured presentation, followed by conducting remarks, and
the distribution of action plans to remind attendees of specific responsibilities and timelines.
The arrangements for a meeting are the things which need to be done before a meeting takes place, in
order to ensure that the meeting is able to happen, that all of the participants are able to attend and all
of the resources which are needed for the meeting are available.
2. Outline responsibilities of the chairperson and explain group dynamics in relation to managing
meetings
Responsibilities of the chairperson are listed below:
Ensuring everyone has an opportunity to speak. People who tend to dominate should be managed so
quieter members can also share their views.
Receiving motions, putting them to the vote and declaring the result.
Making sure decisions are reached on issues discussed and that everyone understands what the decision
are.
3. Describe options for meetings including face-to-face, teleconferencing, web-conferencing and using
webcams

Web conferencing
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A web conference is a visual meeting between two or more participants in different locations using online
conferencing technology. Webinars and webcasts are types of web conferences. When combined with a
teleconferencing service, web conferencing makes for an efficient and cost-effective method of hosting a meeting.

Teleconferencing

In addition to the visual and interactive aspect of the web conference, hosts and guests still need to verbally
communicate. You can guarantee high-quality audio by dialling into a teleconferencing service as well.

Webcam (video streaming)

A webcam can be used to show a participant's face in a web conference. If a participant has a webcam, they can be
seen by the other meeting participants.

Face-to-face meeting

A face-to-face meeting is one where all the participants are physically in the same place. In other
words, a face-to-face meeting is what everyone used to just call "a meeting" before the advent
of conference calls and web conferencing.

4. Identify the relevant organisational procedures and policies regarding meetings, chairing and minutes
including identifying organisational formats for minutes and agendas.
Legal Requirements – These are policies and procedures which are required from some organisations by
law. An agenda, a chairperson and formal minutes of the meeting are legal requirements in many places,
and consider good business practice in others. In many countries, an agenda and minutes of the meeting
must be stored indefinitely.
Organisational Requirements – these requirements are not formally required by law, but may have been
introduced to increase transparency, protect the shareholders or to ensure that employees can operate in a
safe workplace, which is free from health hazards or prejudices.

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Assessment Method One – Student Information Only


Satisfactory response

Activity Comments Assessor use only


(Add pages as required)
Yes No

Apply conventions and


procedures for formal and
informal meetings including:
• Developing and distributing agendas and
papers
 
• Identifying and inviting meeting participants
• Organising and confirming meeting
arrangements
• d. Running the meeting and following up

Organise, take part in and chair a


meeting  
Record and store meeting
documentation  
Follow organisational policies and
procedures  
Once you are ready you are going to need to:

Prepare for a meeting  


Conduct a meeting  
Follow up on the meeting  
While you conduct the meeting, you will be assessed on the following points:

Your ability to develop the


agenda in line with stated  
meeting purpose
Your ability to ensure the style
and structure of meeting are  
appropriate to its purpose
Your ability to identify meeting
participants and notify them
 
Your ability to confirm meeting
arrangements
 
Your ability to despatch meeting
papers to participants within  
designated timelines
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While you conduct the meeting, you will be assessed on the following points:

Your ability to chair meetings  

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Your ability to conduct


meetings to ensure they
are focused, time
efficient and achieve the
 
required outcomes
Your ability to ensure
meeting facilitation
enables participation,
discussion, problem-  
solving and resolution of
issues
Your ability to brief the
minute-taker on the
method for recording  
meeting notes
While you follow up on the meeting you will be assessed on the following points:
Your ability to check
transcribed meeting
notes to ensure they
reflect a true and  
accurate record of the
meeting
Your ability to distribute and
store minutes and other
follow-up documentation
 
Your ability to Report
outcomes of meetings  

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Feedback for Assessment Method One – Project


Feedback to Student (Add pages as required)

Feedback from Student (Add pages as required)

The following signatures are to validate that the result and that feedback has been provided.
They do not mean agreement with the outcome.
Result
 Satisfactory  Not Yet Satisfactory
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Student Signature Date

Assessor’s Signature Date

Note: The Assessor signature also indicates that the outcome has been entered on the Students Competency Summary Record

Student Assessment Manual

BSBADM502
Manage meetings

Assessment Method Two – Questions & Answers

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7.
Assessment Method Two – Questions & Answers
Application suggestions:
1. This assessment method is designed as a summative assessment method to be issued after the completion of
the training delivery.
2. The assessor needs to indicate whether they have conducted the questioning as written questions or as verbal
questions by ticking the box below.
3. The submission must include an Assessment Cover Sheet and the date will be advised by your assessor.

Student’s name

Assessor’s name
Satisfactory response

Assessor use only

4 typed lines = 50 words, or 5 lines of handwritten text


Short Answer Yes No
As a minimum
Give two (2) examples of Formal meetings that would be conducted under
1
formal protocols  
two (2) examples of Formal meetings that would be conducted under formal protocols are listed
below:
A. Board meetings – Regular meetings (monthly or quarterly), according to the organisation’s
protocols, to set up goals, oversee management, receive reports review progress and to make decision of
the organisation.
B. Annual General Meeting (AGM) – The directors of the company/ enterprise will meet with the
shareholders annually. Minutes will need to be taken at this meeting

2 List five (5) roles that the Chairperson would have in a Formal meeting  
five (5) roles that the Chairperson would have in a Formal meeting are listed below:
A. To ensure the meeting achieves its goal by keeping order.
B. Ensuring the proceeding are conducted effectively.
C. Maintaining morale and Maximising effective participation.
D. Ensure that a quorum is present.
E. A mover and seconder are required for amending a motion.

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3 List three (3) roles of the meeting Secretary  
Three roles of the meeting secretary are as listed below:
1. Plan the meeting. Under the direction of the chairperson, send out notice of the meeting to all
participants well in advance. Along with the meeting notice include an agenda, minutes of the last
meeting and any handouts that will be discussed during the meeting. Provide a paper copy of the
agenda, minutes from the last meeting and handouts, even if those items were e-mailed to participants
ahead of time.

2. Record minutes during the meeting. Make sure the notes are thorough and easy to transcribe afterward.
If it's acceptable to the chairperson and other meeting participants, use a tape recorder to record the
minutes. Some organizations require that the secretary read the minutes from the previous meeting so
they can be approved by the participants. The secretary is also expected to either take roll call or pass
around an attendance register at the beginning of the meeting.

3. Follow up after the meeting. Using the organization's standard minutes template or the one provided in
"Robert's Rules of Order," transcribe the notes from the meeting. Then, submit the minutes to the
chairperson for approval. If guest speakers were present at the meeting, send thank-you notes to them.
If meeting participants were assigned tasks during the meeting, send them timely reminders of those
tasks afterward.

4 What does the term “Quorum” mean?  


A quorum is a minimum level of interest or attendance required before an official meeting or action
can take place. Companies often stipulate the quorum required among shareholders in order to make
decisions, spelled out in the corporate charter.

What is the difference between an “Absence” and an “Apology” being


5
recorded in the minutes of a formal meeting?  
The only things that generally need to be recorded in minutes are those in attendance and those who have
offered an apology. Regrets and absence have no place in the minutes. But there is a sting in the tail. Apologies
are only people who have asked for the apologies to be recorded. They are not, a list of people who are not
there. Nor is it appropriate for some-one to say “Fred is not here so I think we should record his apologies” – that
is not apology unless Fred specifically asked for his apologies to be recorded.

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6 What does the term ‘Through the Chair” mean?  
State Legislature is no exception. There are lots of acronyms and abbreviations, but the words that I
still find to be peculiar are "through the chair." When people testify to committees, particularly state
employees and legislative staffers who are at committee meetings frequently, when they address a
committee member, they often start out with, "Through the chair."

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7 What does the term “Constitution” mean?  
 A body of fundamental principles or established precedents according to which a state
or other organization is acknowledged to be governed.

List three (3) essential items that need to appear on a formal meeting
8
agenda  
three (3) essential items that need to appear on a formal meeting agenda are listed below:
• Informational Items
• Action Items
• Forward Planning

9 What does it mean if a “Motion” is “carried”?  


A motion is a proposal that is put before a meeting for discussion and a decision. If a motion is
passed it becomes a resolution. Resolutions are binding and should be recorded in the minutes of
the meeting. An association's rules will outline how motions should be dealt with.

10 List three (3) methods of voting at formal meetings  


three (3) methods of voting at formal meetings are listed below
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 show of hands: members vote by raising their hand when asked if they are in
favour or against the motion and a count is taken.
 voice vote: a simple method by which members indicate their vote by saying 'yes'
or 'no' .
 rising method: similar to show of hands but members exercise their vote by
standing up.

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Feedback for Assessment Method Three – Questions & Answers
Feedback to Student (Add pages as required)

Feedback from Student (Add pages as required)

The following signatures are to validate that the result and that feedback has been provided. They
do not mean agreement with the outcome.

Result  Satisfactory  Not Yet Satisfactory


Student Signature Date

Assessor’s Signature Date

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Note: The Assessor signature also indicates that the outcome has been entered on the Students Competency Summary Record

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