Assessor Resource

BSBXTW401
Lead and facilitate a team

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to effectively lead and facilitate a team in a workplace within any industry.

This unit has a specific focus on the teamwork skills required for team leader or supervisor level (depending on organisational structure) workers with responsibility for others or teams.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria, and foundation skills of this unit, including on at least one occasion, evidence of the ability to:

assign tasks to team members with appropriate instruction and considering any required contingencies

provide feedback and assistance to team members

collate feedback on individual and team performance

identify and implement development opportunities for others

manage conflicts and challenges according to organisational requirements.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements and performance criteria of this unit. This includes knowledge of:

organisational requirements relevant to workplace teams:

workplace policies

codes of conduct

organisational reputation and culture

legislative requirements relevant to the workplace

facilitation techniques to encourage team cohesion and effectiveness

mentoring and coaching techniques to support team members

strategies for conflict resolution and negotiation

different methods and styles of communication

key principles of cross-cultural communication and communication with individuals with special needs or disabilities

professional behaviours to role model as a leader

typical workplace contingencies that can impact teams:

unplanned leave or absence of workers

re-allocation of work tasks

succession planning for important team roles

teamwork challenges relevant to performance evidence:

difficulties performing tasks

conflicts with clients or team members

potential risks or safety hazards

unethical or inappropriate behaviour.

Mandatory conditions for assessment include:

A safe working or simulated environment

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria, and foundation skills of this unit, including on at least one occasion, evidence of the ability to:

assign tasks to team members with appropriate instruction and considering any required contingencies

provide feedback and assistance to team members

collate feedback on individual and team performance

identify and implement development opportunities for others

manage conflicts and challenges according to organisational requirements.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements and performance criteria of this unit. This includes knowledge of:

organisational requirements relevant to workplace teams:

workplace policies

codes of conduct

organisational reputation and culture

legislative requirements relevant to the workplace

facilitation techniques to encourage team cohesion and effectiveness

mentoring and coaching techniques to support team members

strategies for conflict resolution and negotiation

different methods and styles of communication

key principles of cross-cultural communication and communication with individuals with special needs or disabilities

professional behaviours to role model as a leader

typical workplace contingencies that can impact teams:

unplanned leave or absence of workers

re-allocation of work tasks

succession planning for important team roles

teamwork challenges relevant to performance evidence:

difficulties performing tasks

conflicts with clients or team members

potential risks or safety hazards

unethical or inappropriate behaviour.

Mandatory conditions for assessment include:

A safe working or simulated environment

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify common objectives of workplace team, responsibilities and required outcome(s) 
Use performance plans to establish expected outcomes, goals, and behaviours for individual team members in accordance with team objective and relevant policies 
Select appropriate strategies to ensure team members are accountable for their roles and responsibilities 
Plan for contingencies that could impact the team 
Provide coaching to staff to enhance workplace culture 
Support individuals according to organisational requirements to work towards common team goals 
Facilitate team to identify, brainstorm, report and resolve task related issues and inefficiencies 
Use problem solving skills to deal with any team, task or individual challenges 
Communicate common team objectives and responsibilities to team members 
Allocate tasks to team members based on staff expertise or development potential and provide appropriate instructions 
Facilitate open and respectful communication and collaboration between team members, considering the needs of those from diverse backgrounds 
Identify opportunities for cross collaboration amongst external and internal teams and individuals 
Provide coaching to staff to enhance workplace culture 
Support individuals according to organisational requirements to work towards common team goals 
Facilitate team to identify, brainstorm, report and resolve task related issues and inefficiencies 
Use problem solving skills to deal with any team, task or individual challenges 
Measure team member performance against agreed work plans 
Provide timely and constructive performance feedback to team members according to expected organisational standards 
Identify specific learning and development opportunities to improve team and individual performance and behaviours 
Implement action plans to address individual and team training needs 

Forms

Assessment Cover Sheet

BSBXTW401 - Lead and facilitate a team
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBXTW401 - Lead and facilitate a team

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: