BSBMGT502 Assessment Task 4: Managing Performance Project

Task Summary

This assessment task requires you to prepare for and participate in two roleplays.
In the first roleplay, you are required to provide information feedback to a staff member about their workplace performance.
In the second roleplay, you are required to conduct a formal performance review for the same staff member.

This assessment is to be completed in the simulated work environment in the RTO.


  • Access to textbooks and other learning materials
  • Computer with Microsoft Office and internet access
  • Performance Review Guidance
  • Performance Agreement Template


Your assessor will advise you of the due date of these submissions.


  • Email with the Performance Agreement Template attached
  • Email with completed performance agreement attached

Assessment Criteria

For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all of the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete further assessment to demonstrate competence.

Re-submission Opportunities

You will be provided feedback on your performance by the your assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.

If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance.

Re-assessment attempt(s) will be arranged at a later time and date. You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with unfairly or have other appropriate grounds for an appeal.

You are encouraged to consult with the assessor prior to attempting this task if you do not understand any part of this task or if you have any learning issues or needs that may hinder you when attempting any part of the assessment.

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Assessment Task 4 Instructions

Complete the following activities:

Role-play A:

Jamie is the learning and development officer at Boutique Build Australia. Jamie has been with the company for two months and so far, has shown that she is hard working and responsible. Up until this point, Jamie has mainly been delivering training and education to staff, as well as organising professional development. Jamie has recently been allocated a task to develop a new health and safety manual for staff. Jamie has developed the first chapter of the manual and has provided it to you for review. The content seems okay, but Jamie’s writing style is confused and difficult to understand.

As Jamie’s supervisor, you need to meet with her to provide feedback on her work, expected performance, and provide some coaching.

Complete the following activities:

1. Prepare for the meeting with Jamie

To prepare for the meeting with Jamie you are required to:

  • Research the STAR model of giving feedback and develop and practice a script that you can use at the meeting with Jamie. Your script should also include positive comments on Jamie’s performance to date. You will not be required to submit your script and you should talk without referring to the script at the assessment.
  • Research ways of improving writing style and make notes on at least five tips to talk through at the meeting with Jamie.

2. Meet with Jamie (your assessor)

At the meeting with Jamie, provide positive feedback on Jamie’s performance to date and then using the STAR model of feedback to outline the areas where improvement is required as per the script you have developed.

Talk through the five tips you have identified to improve writing style.

During the meeting, you are required to demonstrate effective communication skills including:

  • Speaking clearly and concisely
  • Using non-verbal communication to assist with understanding
  • Asking questions to identify required information
  • Responding to questions as required
  • Using active listening techniques to confirm understanding

Role play B:

It is now six months later, and it is time for Jamie’s performance review,

Conduct a performance review with Jamie as set out below:

  • Send an email to Jamie informing of her of the date and time of the performance review and explaining that the performance review template that will be used. Attach a copy to the email.
  • Conduct the performance review in a maximum time of 30 minutes.
  • Use effective communication skills for performance management.

Your assessor will roleplay Jamie during the performance review.

3. Prepare for the meeting with Jamie

To prepare for the meeting with Jamie you are required to:

  • Review the Performance Review Guidance and Performance Agreement Template so that you are able to go through each aspect of Jamie’s performance according to these.
  • Research potential learning and development opportunities for Jamie based on the performance assessment information provided to you. You will discuss these at the performance review.
  • Develop and practice a script to use at the performance review meeting with Jamie. Ensure you review all the information that you will need to cover at the meeting so that you can prepare your script accordingly.

4. Send an email to Jamie (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.
It should introduce and summarise the contents of the attachment and give them the place, date, time and expected duration of the meeting.

Attach the Performance Agreement Template to the email.

5. Conduct the meeting with Jamie

At the performance review you will be required to:

  • Explain the purpose of the performance review.
  • Discuss your rating of Jamie’s work against each item in the checklist.
  • Ensure you emphasise areas where Jamie has done well and others where improvement is
  • Respond to any questions.

In consultation with Jamie, agree on areas of improvement and indicate that a learning and development plan will be documented. Make notes for inclusion in the performance review template.

During the performance review, use the effective communication skills for performance management that you identified in Assessment Task 3.

6. Document the performance review agreement

Following the performance review, document the performance review in the performance review template.

Save this document as Completed Performance Agreement

7. Send an email to Jamie (your assessor).

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style. It should introduce and summarise the contents of the attachment and indicate that this is the documented version of their performance review.

Attach your Completed Performance Agreement to the email.

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