Section 2: 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.

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.

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.

• providing a checklist of tasks and responsibilities.

• place a team project schedule on the office notice board.

• having regular informal discussions on the employee’s progress or performance.

• using a larger font for visually impaired employees.

Make sure you follow the relevant diversity organisation’s policies and procedures as you support diverse staff members. You will be assessed on this.

4. Seek employee input to identify work relationship issues.

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.

a. Complete the table to plan your consultation/collaboration.

b. Unless already viewed in person by your assessor, attach proof of your two separate collaboration/consultations to this section of your portfolio (e.g. video recording of informal discussion, photo of suggestion box and completed suggestion slips etc.).

5. Complete the table to summarise the outcomes of your collaboration/consultation:

6. Address the identified workplace relationship issues.

a. Complete the table to plan your conflict/dispute resolution to provide feedback on the consultation processes and address the relationship issues.

b. Unless already viewed in person by your assessor, attach proof of feedback on two separate occasions to this section of your portfolio (e.g. video recording of team meeting, email etc.).

c. Unless already viewed in person by your assessor, attach proof of your efforts to address the issues to this section of your portfolio (e.g. video recording of mediation, email to remind staff of ethical conduct requirements etc.).

d. Unless already viewed in person by your assessor, attach proof of how you provided guidance, counselling and support on two separate occasions.

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

• email to remind staff of appropriate conduct

• poster showing ethical responsibilities

• Escalation to higher management levels.

Case Study