ASSESSMENT 2: PRACTICAL DEMONSTRATION & OBSERVATION

Task 1 Prepare for meetings

Instructions:

Read the scenario below and use the Summary of Client Feedback provided to prepare for a meeting.

Your submission must include the following:

An agenda (template provided below) which sets out:

• Purpose of meeting

• Items for discussion

• Participants and assigned roles

• Decision making process

• Where and when the meeting will be held.

An email inviting participants that includes:

• The agenda

• Details of pre-reading or requests which require preparation in advance of the meeting

A completed Meeting Arrangements Checklist (template provided below).  A catering menu has been provided for budgeting purposes.

You will need to check the document format is correct according to the Green Tree Document Management Policy and Procedure

Case study

Green Tree Retirement Home has found that it is trouble attracting residents and has several empty rooms. It was decided to ask residents and their family members to fill out a questionnaire. It was hoped that the questionnaire results would help the Home focus on areas that need improving.

The questionnaire responses showed that:

• 58% Would recommend the Retirement Home to others

• 14% Might recommend the Retirement Home to others

• 28% Would not recommend the Retirement Home to others

The other responses have been summarised in the following table:

You are now required to take action to improve service performance in the areas of concern.

Your assessor will want to see that you can:

• Develop agenda in line with stated meeting purpose

• Ensure style and structure of meeting are appropriate to its purpose

• Identify meeting participants and notify them in accordance with organisational procedures

• Confirm meeting arrangements in accordance with requirements of meeting

• Despatch meeting papers to participants within designated timelines.

https://www.vanillablue.com.au/downloads/catalogues/2016-catalogue.pdf