Assessment Task Cover Sheet – Assessment Task 2

Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of your work.

Name:

Date of submission:

STUDENT DECLARATION
I __________________________________________________ declare that these tasks are my own work.
 None of this work has been completed by any other person.
 I have not cheated or plagiarised the work or colluded with any other student/s in the completion of this work.
 I have correctly referenced all resources and reference texts throughout these assessment tasks.
 I understand that if I am found to be in breach of the RTO’s policies, disciplinary action may be taken against
me.

Student Signature: ______________________________________________Date: _______________

Assessor to complete
Assessment Task Number Satisfactory/ Is this a If yes, what attempt?
and Title Not satisfactory Date reassessment? Y/N
1st attempt __
Assessment Task 2: Project
Portfolio 2nd attempt __
Re-assessment __

Assessor’s Signature: _______________________________________________ Date: _______________

BSBCMM511 Communicate with influence.

Student Assessment Booklet
Version 3.0 April 2022, Approved Quality assurance & Compliance Manager
Pan Bird Pty Ltd t/a Tr4in Right l RTO Code 22281 l CRICOS Code 03618G Page 19 of 29
Copyright © 2022 Tr4in Right
 Assessment Task 2: Project - Preparation and Planning for communication

TASK SUMMARY:
You are required to demonstrate your skills and knowledge by working through a number of
activities that require you to plan and prepare communications for two different groups
within the context of organisational policies and procedures..

RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK

 Access to textbooks and other learning materials.
 Access to a computer and the Internet
 A suitable place to complete activities that replicates a business environment
including a meeting space
 Project Portfolio template
o Section 1 - Planning Communication
o Section 2 – Preparing communication
 Oz Clean Case Study (refer to the assessment task below)
 Simulation Pack or Workplace documents

WHAT DO I NEED TO SUBMIT?

 Part A: Report (Planning Communication)
 Part B: Presentation Plans (Preparing Communication)
o Presentation Plan x 2
o Meeting agenda x 2
o Attach meeting materials x 2
o Email invites x 2
o Feedback form template x 2
Completed/signed Student’s Self-Assessment Checklist

WHAT HAPPENS IF I GET SOMETHING WRONG?

If your assessor marks any of your answers as incorrect, they will talk to you about resubmission

Notes: Vocational education and training is all about gaining and developing practical skills that are industry relevant
and that can help you to succeed in your chosen career. For this reason, we are giving you the choice to base this
project on your own business, one you work in or a familiar with. It is important that you are able to access enough
information for your chosen business in order to be able to do your assessment. As a minimum this should include:
 organisational objectives
 relevant policies/procedures that guide communication (e.g. Meeting policy and procedure)
 a scenario that requires you to present information to and negotiate with two different groups of people.
If you are unable to access the above information, you can use the case study provided. This will mean that you are
applying your knowledge and skills in a relevant, practical and meaningful way to your own situation!

CASE STUDY SCENARIO

Ozhouse Clean is based in Melbourne and offers professional, residential cleaning services, including regular home
cleans, as well as spring cleans. The company was established in 2005 and is a family business established by James
and Nancy Anderson.

BSBCMM511 Communicate with influence.

Student Assessment Booklet
Version 3.0 April 2022, Approved Quality assurance & Compliance Manager
Pan Bird Pty Ltd t/a Tr4in Right l RTO Code 22281 l CRICOS Code 03618G Page 20 of 29
Copyright © 2022 Tr4in Right
 Ozhouse Clean’s key focus is providing quality services to all their customers. Key values are:
 valuing and respecting all of our customers
 caring for the environment through our environmentally friendly services
 caring for our staff through a friendly working environment
 promoting excellence and innovation in all of our business practices.
The objectives are to:
 increase the number of clients by 20%
 meet or exceed the expectations of customers
 implement best practice in cleaning operations, including environmentally sustainable practices.
James and Nancy are the Directors of the company and finance any business expansion themselves. Their daughters,
Amanda and Sarah, are also Directors and manage the business for their parents who are not involved operationally.
Amanda is the Operations Manager and Sarah is the Administration Manager. The company employs 15 casual
cleaners (paid $25 per hour).

Owners

Operations Manager Administration manager

Cleaners

The target customers are people in the greater Melbourne region who want a professional, trustworthy and
immaculate cleaning service. The company currently has approximately 70 regular and loyal clients, based around
Melbourne inner city. These clients require regular home cleaning, either weekly or once every two weeks for 4 to 6
hours (cost of $30 per hour).
All ongoing cleaning supplies are currently purchased from Total Cleaning Supplies in Melbourne. However, OzHouse
Clean does not currently offer environmentally friendly products as these products cannot be purchased from Total
Cleaning Supplies.

INSTRUCTIONS TO STUDENTS

Review the Case Study above and complete the following activities:
Part A: Report
1. Planning Communication

A. Provide an outline of the following information

1. What is the name of the organisation?
2. What are the main activities of the organisation?
3. What are the organisational objectives?
4. Choose and describe a scenario in the case study that requires you to present information to others.
Note: In Part B, you will be creating a presentation to present material to two (2) different groups of people at two
(2) separate meetings. One of the groups of people you choose to communicate to must be appropriate team
members.

BSBCMM511 Communicate with influence.

Student Assessment Booklet
Version 3.0 April 2022, Approved Quality assurance & Compliance Manager
Pan Bird Pty Ltd t/a Tr4in Right l RTO Code 22281 l CRICOS Code 03618G Page 21 of 29
Copyright © 2022 Tr4in Right
 B. Understand organisational and legal requirements.

C. Describe any organisational policies and procedures that relate to communication (e.g. internal
communication policy, external communication policy, confidentiality agreements etc.).
D. How do these policies and procedure confirm your authority to present the information above?
E. What are the relevant conventions and protocols for communicating with team members?
F. Summarise your legal and ethical responsibilities associated with any confidential information.
2. Briefly describe any organisational policies and procedures that relate to communication (e.g. internal
communication policy, external communication policy, confidentiality agreements etc.).
Note: If using other organisations, attach proof of the policies and procedures to this section of your report

Note: Completing your report

a. Your Report must be prepared using MS WORD application of similar.
b. Include all sources of information.

PART B: Preparing Communication - Develop two (2) presentation plans

With reference to the work you have completed in Part A, complete the following tasks:
A. Prepare a visual/written presentation to communicate your information to your two chosen audiences.
Note: As far as possible, use the same presentation for both meetings, but adjust them to suit the audience and
purpose accordingly.
B. Prepare any other additional meeting materials such as:
1. Agenda
2. Feedback/survey form etc
Note: Attach a Feedback form with a 4-point scale (Unsatisfactory / Good / Satisfactory / Excellent). List at least five
(5) appropriate questions in the Feedback form – you may consult with your Trainer to provide you with sample
questions.
3. Any pre-reading materials

C. Schedule both meetings separately via emails.

Note: Attach copies of the emails to your assessment
D. Both of your presentation plans must address the following:
Who am I communicating to? Meeting 1 (e.g. with Project team) Meeting 2 (e.g. with customers)

What is the purpose of my

communication?

What information should be part of

the communication?

What position will you take regarding

the information that must be
communicated?
Should any information be kept
confidential?

BSBCMM511 Communicate with influence.

Student Assessment Booklet
Version 3.0 April 2022, Approved Quality assurance & Compliance Manager
Pan Bird Pty Ltd t/a Tr4in Right l RTO Code 22281 l CRICOS Code 03618G Page 22 of 29
Copyright © 2022 Tr4in Right
 What will be negotiated?

What are the objectives of

negotiation (at least one each)?

What stakeholder needs and

requirements should be met during
the negotiation?
What are the potential issues and
problems that may arise from the
negotiation (at least one each)?

What position will you take regarding

any negotiation that will take place
(identified in Section 1)?

What are your supporting arguments

to meet your negotiation objectives
(identified in Section 1)?

What forum will I use to present the

information at the meeting e.g.
PowerPoint presentation at Group
meeting, printout of information,
one-on-one discussion etc)?
How does the forum meet
organisational objectives?

What vocabulary, tone, structure and

style suits the audience?

How will I:
 build trust
 develop positive working
relationships
 show respect for the opinions
and values of others
 maintain effective interaction?

What do I need to hand for this Assessment Task? Have I completed this?
Part A: Report (Planning Communication) 

BSBCMM511 Communicate with influence.

Student Assessment Booklet
Version 3.0 April 2022, Approved Quality assurance & Compliance Manager
Pan Bird Pty Ltd t/a Tr4in Right l RTO Code 22281 l CRICOS Code 03618G Page 23 of 29
Copyright © 2022 Tr4in Right
 Part B: Presentation Plans (Preparing Communication)
o Presentation Plan x 2
o Meeting agenda x 2
o Attach meeting materials x 2 
o Email invites x 2 
o Feedback form template x 2 


Complete the Student’s Self-evaluation Checklist 

BSBCMM511 Communicate with influence.

Student Assessment Booklet
Version 3.0 April 2022, Approved Quality assurance & Compliance Manager
Pan Bird Pty Ltd t/a Tr4in Right l RTO Code 22281 l CRICOS Code 03618G Page 24 of 29
Copyright © 2022 Tr4in Right
 FOR STUDENT TO COMPLETE
Assessment Task 2: Project Preparation and Planning for communication
Student’s self-evaluation checklist
In completing this assessment task, I have developed knowledge and understanding of the following key  Tick
topics: (Tick if completed) or X
Plan for communication by: 
 Describing the organisation’s objectives.
 Understanding organisational and legal requirements, including:
 Policies and procedures that relate to communication
 Relevant conventions and protocols for communicating with team members.
 Authority to present information to others.
 Legal and ethical responsibilities associated with confidential information
 Planning:
 Who they will communicate to
 The purpose of communication
 Information that must be communicated
1.  Position to take
 Confidential information
 Negotiation details including:
 Objectives
 Position to take
 Supporting arguments
 Stakeholder needs and requirements
 Potential issues or problems
o Communication details, including:
 Forum (to meet organisational objectives)
 Vocabulary, tone, style, structure and team approach.
Prepare communication by: 
 Preparing a visual/written presentation to communicate their information to their two
chosen audiences (adjusting it to suit the audience and purpose accordingly).
2.
 Preparing any other additional meeting materials (e.g. Agenda, Survey, Feedback form
etc.).
 Scheduling the meetings.
I confirm that the above self-evaluation checklist is true and correct.

Student Name: Student

Signature:

BSBCMM511 Communicate with influence.

Student Assessment Booklet
Version 3.0 April 2022, Approved Quality assurance & Compliance Manager
Pan Bird Pty Ltd t/a Tr4in Right l RTO Code 22281 l CRICOS Code 03618G Page 25 of 29
Copyright © 2022 Tr4in Right