BSBLDR523 Lead and Manage Effective Workplace Relationships: Student Id Student Name
BSBLDR523 Lead and Manage Effective Workplace Relationships: Student Id Student Name
PROJECT PORTFOLIO
Contents
Document Name: BSBLDR523 PROJECT PORTFOLIO Created Date: 20th Mar 2021
Document No: BSBLDR523 Version No: 2.0 Last Modified Date: 17th May 2021
© AIM Institute of Health & Sciences | RTO Code: 41578| CRICOS Code: 03806D Page Sequence: 2
BSBLDR523 Lead and manage effective workplace relationships
Student name:
Assessor:
Date:
Document Name: BSBLDR523 PROJECT PORTFOLIO Created Date: 20th Mar 2021
Document No: BSBLDR523 Version No: 2.0 Last Modified Date: 17th May 2021
© AIM Institute of Health & Sciences | RTO Code: 41578| CRICOS Code: 03806D Page Sequence: 3
BSBLDR523 Lead and manage effective workplace relationships
Note: Your job role should be a leadership or management position that plays a prominent role in
establishing and managing processes and procedures to support workplace relationships. As part
of your role, you should use complex and diverse methods and procedures, a range of problem
solving and decision-making strategies and exercise a considerable amount of judgement.
If you are using the case study, assume the role of HR Manager.
2. Summarise the legislative requirements relevant to managing and leading workplace relationships.
a. Summarise any legislation relevant to workplace relationships in your organisation.
b. Summarise any regulations relevant to workplace relationships in your organisation.
c. Summarise any codes relevant to workplace relationships in your organisation.
d. Summarise any standards relevant to workplace relationships in your organisation.
As a minimum, your organisation must have policies and procedures that address diversity,
ethical conduct, conflict management and workplace collaboration.
Document Name: BSBLDR523 PROJECT PORTFOLIO Created Date: 20th Mar 2021
Document No: BSBLDR523 Version No: 2.0 Last Modified Date: 17th May 2021
© AIM Institute of Health & Sciences | RTO Code: 41578| CRICOS Code: 03806D Page Sequence: 4
BSBLDR523 Lead and manage effective workplace relationships
4. Use the legislative and organisational requirements you’ve identified to develop processes that
support workplace relationships.
Note: Each document must be written in clear and concise English, be professionally presented,
grammatically correct and error free. Include appropriate vocabulary.
Include:
a. consultation processes for employees to contribute to issues that relate to their work role.
Note: Describe the type, frequency and process required for at least four mechanisms where staff
can provide input into a range of workplace related matters.
Examples of mechanisms include:
• surveys
• suggestion box.
Make sure you:
• provide specific details (e.g. for a suggestion box, indicate the location of the box and how
suggestions will be recorded and actioned).
Note: Describe the processes that should be followed by employees to manage conflict. In your
processes, consider:
• communication mechanisms
c. processes for escalated issues (e.g. a hierarchy of responsibility to refer to relevant personnel).
Document Name: BSBLDR523 PROJECT PORTFOLIO Created Date: 20th Mar 2021
Document No: BSBLDR523 Version No: 2.0 Last Modified Date: 17th May 2021
© AIM Institute of Health & Sciences | RTO Code: 41578| CRICOS Code: 03806D Page Sequence: 5
BSBLDR523 Lead and manage effective workplace relationships
Document Name: BSBLDR523 PROJECT PORTFOLIO Created Date: 20th Mar 2021
Document No: BSBLDR523 Version No: 2.0 Last Modified Date: 17th May 2021
© AIM Institute of Health & Sciences | RTO Code: 41578| CRICOS Code: 03806D Page Sequence: 6
BSBLDR523 Lead and manage effective workplace relationships
If you are basing this assessment on your own business, make sure you have enough information
available to:
• delegate and support the work of two staff members (at least one staff member should have a
diverse background, such as culture, gender or disability).
• address two separate conflict situations (at least one conflict should involve ethical conduct).
If you are basing this assessment on the case study, refer to the Simulation pack for additional
information.
1. Identify the workplace relationships you will manage and lead by completing the table below.
Note: You may use the same staff members for different workplace interactions, if necessary.
Document Name: BSBLDR523 PROJECT PORTFOLIO Created Date: 20th Mar 2021
Document No: BSBLDR523 Version No: 2.0 Last Modified Date: 17th May 2021
© AIM Institute of Health & Sciences | RTO Code: 41578| CRICOS Code: 03806D Page Sequence: 7
BSBLDR523 Lead and manage effective workplace relationships
2. Delegate and confirm responsibility for fulfilling work tasks to at least two staff members (identified
in the previous question).
a. Complete the table to plan work delegation.
b. Unless already viewed in person by your assessor, attach proof of your two delegations and
confirmations to this section of your portfolio (e.g. video recording of face-to-face meeting with
follow up email, completed workplan and screen shot of folder system showing cloud-based
location where it is stored etc.).
Note: You must delegate the work tasks and confirm the responsibilities to the two staff members
on separate occasions. You may delegate the work tasks and confirm the responsibilities in any
appropriate manner as long as it adheres to the organisation’s policies, procedures and protocols.
For example:
• meet face-to-face with the staff member to discuss allocated work and follow up with an
email.
• create a project schedule and share the link with relevant employees.
• complete a work plan for the staff member and sharing the plan via the organisation’s cloud-
based document sharing platform.
As you delegate tasks and confirm responsibilities, adapt your communication style to build trust
and ensure positive working relationships (e.g. use a friendly and professional style etc.). You will
be assessed on this.
Document Name: BSBLDR523 PROJECT PORTFOLIO Created Date: 20th Mar 2021
Document No: BSBLDR523 Version No: 2.0 Last Modified Date: 17th May 2021
© AIM Institute of Health & Sciences | RTO Code: 41578| CRICOS Code: 03806D Page Sequence: 8
BSBLDR523 Lead and manage effective workplace relationships
Occasion 1 Occasion 2
What work/responsibilities
will you delegate and
confirm for each identified
staff member?
3. Support the two staff members to achieve their work responsibilities (delegated in the previous
question).
a. Complete the table to plan your support.
b. Unless already viewed in person by your assessor, attach proof of your two separate support
efforts to this section of your portfolio (e.g. video recording of informal discussion, checklist of
duties, photo of project schedule on notice board etc.).
Note: You must support the two staff members on separate occasions. You may provide
support as long as it adheres to the organisation’s policies, procedures and protocols. For
example:
• coaching/mentoring/training.
Document Name: BSBLDR523 PROJECT PORTFOLIO Created Date: 20th Mar 2021
Document No: BSBLDR523 Version No: 2.0 Last Modified Date: 17th May 2021
© AIM Institute of Health & Sciences | RTO Code: 41578| CRICOS Code: 03806D Page Sequence: 9
BSBLDR523 Lead and manage effective workplace relationships
Occasion 1 Occasion 2
Note: You must seek employee input on two separate occasions, following the collaboration
and consultation processes established in Section 1.
At least one workplace issue should involve the ethical conduct of a staff member.
Occasion 1 Occasion 2
Document Name: BSBLDR523 PROJECT PORTFOLIO Created Date: 20th Mar 2021
Document No: BSBLDR523 Version No: 2.0 Last Modified Date: 17th May 2021
© AIM Institute of Health & Sciences | RTO Code: 41578| CRICOS Code: 03806D Page Sequence: 10
BSBLDR523 Lead and manage effective workplace relationships
Occasion 1 Occasion 2
Note: You must address the workplace relationship issues on two separate occasions, following
the conflict management and escalation processes established in Section 1. This may, for
example include:
• mediation
Occasion 1 Occasion 2
Document Name: BSBLDR523 PROJECT PORTFOLIO Created Date: 20th Mar 2021
Document No: BSBLDR523 Version No: 2.0 Last Modified Date: 17th May 2021
© AIM Institute of Health & Sciences | RTO Code: 41578| CRICOS Code: 03806D Page Sequence: 11
BSBLDR523 Lead and manage effective workplace relationships
Occasion 1 Occasion 2
Document Name: BSBLDR523 PROJECT PORTFOLIO Created Date: 20th Mar 2021
Document No: BSBLDR523 Version No: 2.0 Last Modified Date: 17th May 2021
© AIM Institute of Health & Sciences | RTO Code: 41578| CRICOS Code: 03806D Page Sequence: 12
BSBLDR523 Lead and manage effective workplace relationships
If you are basing this assessment on your own business, make sure you have enough information
available to monitor the outcomes of your efforts to address the workplace relationships.
If you are basing this assessment on the case study, refer to the Simulation pack for additional
information.
Before you begin, read through Section 3. You may perform each step separately and submit separate
proof for each step, or you may combine the steps into one event (e.g. a single meeting) and submit
one single proof for all the steps in this section.
1. Monitor the outcomes of your efforts to resolve workplace relationship issues in Section 2.
a. Complete the table to plan and summarise the outcomes of your monitoring efforts.
b. Unless viewed in person by your assessor, attach proof of how you monitored the outcomes of
the conflict management to this section of your portfolio.
Occasion 1 Occasion 2
2. Communicate the outcomes of the conflict management for both identified workplace relationship
issues to the relevant staff members (e.g. email, informal discussion etc.).
a. Complete the table to plan your communication.
b. Unless viewed in person by your assessor or it forms part of a previous step, attach proof of
your communication of outcomes to this section of your portfolio.
Document Name: BSBLDR523 PROJECT PORTFOLIO Created Date: 20th Mar 2021
Document No: BSBLDR523 Version No: 2.0 Last Modified Date: 17th May 2021
© AIM Institute of Health & Sciences | RTO Code: 41578| CRICOS Code: 03806D Page Sequence: 13
BSBLDR523 Lead and manage effective workplace relationships
Occasion 1 Occasion 2
3. Seek feedback from relevant staff members (at least two) on how you have managed the workplace
relationships.
a. Complete the table to plan and summarise feedback.
b. Unless viewed in person by your assessor or it forms part of a previous step, attach proof of
how you sought feedback to this section of your portfolio.
Occasion 1 Occasion 2
Document Name: BSBLDR523 PROJECT PORTFOLIO Created Date: 20th Mar 2021
Document No: BSBLDR523 Version No: 2.0 Last Modified Date: 17th May 2021
© AIM Institute of Health & Sciences | RTO Code: 41578| CRICOS Code: 03806D Page Sequence: 14