Assessment Task 2 BSBHRM513 Manage workforce planning

Implement actions in support of

workforce planning
Submission details

Candidates name Phone no.

Assessors 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 necessary to implement
initiatives to support workforce planning.

Assessment description
Using the workforce planning report you developed in Assessment Task 1, you will develop a
staffing action plan to implement long-term strategies. You will then partially implement
the communication strategy developed in Assessment Task 1 to support workforce planning
objectives and facilitate organisational change.

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Assessment Task 1 Assessment Task 2 Assessment Task 3

Workforce Staffing action Organisational

planning report plan climate survey

Workforce Evaluation
Communications
planning
strategy report
presentation

Risk management
and contingency
plan

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

You are an HR consultant contracted by JKL to review workforce planning,

implement activities to manage workforce planning, and evaluate workforce
planning effectiveness.
The broad recommendations proposed in your report to JKL management have
been accepted in principle. You now need to plan the implementation of your
proposed strategies over the current financial year, 201415.
You will implement part of your communication plan by presenting and explaining
your implementation plan to senior management to gain their acceptance and
support.
It is now the beginning of Quarter 2 FY 201415. You will need to plan and
schedule activities to implement your management strategies for workforce
planning over the next six months.

2. Review the staffing information in Appendix 1 for FY 201415.

3. Applying strategies developed in Assessment Task 1 (and documented in a report,
communication strategy and contingency plan) and using the template provided in
Appendix 2, prepare a staffing plan for FY 201415.
a. Ensure your plan includes implementation of strategies for:
i. recruitment and sourcing skilled labour
ii. retention of skilled labour
iii. promoting diversity
iv. succession planning

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v. ensuring the workplace exemplifies and is promoted as an Employer of

Choice.
Note: Your staffing plan will need to be more detailed and specific than your
description of overall strategies in your report in Assessment Task 1. For
example, if your overall, long-term retention strategies include promotion from
within, you will need to show how this will be implemented in the current
period to meet staffing needs, specify who will be responsible, what resources
may be required, dates, specific actions to promote long-term strategies and
reduce risk. To demonstrate your ability to apply general and longer-term
strategies and objectives to current operational problems, your staffing action
plan should be broadly consistent with the strategies you developed in
Assessment Task 1.
4. Plan to deliver a presentation to senior management to explain and gain support for
your workforce planning and your completed staffing action plan. Ensure your
presentation:
a. exemplifies strategies to win support and overcome resistance to change from
managers
b. outlines approaches to overcoming resistance to change and managing change
so that managers may use these in turn among their own staff
c. explains the need for workforce planning with respect to:
i. external labour supply and characteristics
ii. specific present and future needs of the organisation for skilled labour
d. explains staffing action plan and specific application of broad, longer-term
strategies in the current period.
5. Arrange with your assessor to deliver your presentation.
6. Deliver your presentation and:
a. use effective communication skills to build support from senior management
b. be prepared to answer questions and defend your workforce planning, staffing
action plan and associated strategies.
7. Submit all documentation as per specifications below. Please keep copies for your
records.
Note: For Assessment Task 3, you will need to refer to work submitted for this
assessment task.

Specifications
You must:
submit your staffing action plan

deliver your workforce planning and strategies presentation

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submit evidence of your presentation, for example, presentation notes, slides, etc.

Your assessor will be looking for evidence of:

communication and leadership skills to:

explain the need for change

gain senior management support for workforce planning initiatives
literacy skills to read and write reports and succinct workforce plans

technology skills to communicate with key stakeholders

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.

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Appendix 1 Staffing information FY 201415

Role Sydney Melbourne Brisbane Perth Adelaide Canberra

Senior manager Current: 4 - - - - -

Required: 4
Exiting: 1

Branch manager Current: 1 Current: 1 Current: 1 Current: 1 Current: 1 Current: 1

Required: 1 Required: 1 Required: 1 Required: 1 Required: 1 Required: 1
Exiting: 0 Exiting: 0 Exiting: 1 Exiting: 0 Exiting: 0 Exiting: 1

Line manager Current: 2 Current: 2 Current: 2 Current: 2 Current: 2 Current: 2

(service, sales) Required: 2 Required: 2 Required: 2 Required: 2 Required: 2 Required: 2
Exiting: 1 Exiting: 0 Exiting: 1 Exiting: 1 Exiting: 0 Exiting: 0

Salesforce Current: 10 Current: 9 Current: 9 Current: 9 Current: 9 Current: 9

Required: 15 Required: 15 Required: 15 Required: 13 Required: 13 Required: 13
Exiting: 3 Exiting: 3 Exiting: 2 Exiting: 3 Exiting: 3 Exiting: 3

Rental customer Current: 5 Current: 4 Current: 4 Current: 4 Current: 4 Current: 4

service Required: 0 Required: 0 Required: 0 Required: 0 Required: 0 Required: 0
(redundant)
Exiting: 1 Exiting: 1 Exiting: 1 Exiting: 2 Exiting: 1 Exiting: 2

Mechanic Current: 7 Current: 5 Current: 5 Current: 5 Current: 5 Current: 5

Required: 8 Required: 6 Required: 6 Required: 6 Required: 6 Required: 6
Exiting: 2 Exiting: 2 Exiting: 1 Exiting: 2 Exiting: 1 Exiting: 2

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Role Sydney Melbourne Brisbane Perth Adelaide Canberra

Mechanics 0 1 1 1 0 0
apprentice

Appendix 2 Staffing action plan template

Staffing objectives:

Activity: Timeline Strategy/rationale Resources Person

(staffing move, promotion, new hire, etc.)

Checklist
Position Staffing target for FY 201415 Actual (as per staffing action plan) Achieved

Senior manager

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Branch manager

Line manager (service, sales)

Salesforce

Mechanic

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