BSBCMM511 - Assessment Task 2 – Performance and Skills

Assistance on Case Study - The Charity Donation

Assessment Task 2 – Performance and Skills

This task requires you to negotiate and convince persuasively. You will need to prepare for and participate in a negotiation workshop.

Case Study - The Charity Donation

Background

Every year a wealthy benefactor allocates a sum of money to charity.  There are no strings attached to the donation. She works with a team of people to help her decide how to allocate the money.

Your Brief

You should negotiate with the other person to secure the funds you need. The overall sum of money available is $100,000.

It is known that traditionally the benefactor and her team prefer to give out a large lump sum of money rather than lots of small amounts; but also, that they usually want their award of money to have the maximum impact for the most people. The benefactor and her team are busy people and would like the charitable organisations to negotiate amongst themselves and come up with their own agreement as to how the funds should be allocated, which she will then approve.

Scenarios

1. The AIDS Foundation Charity

Your Brief

You represent an international AIDS foundation charity whose aims are to:

·         Provide information and advice guidance education across the globe to those suffering from or concerned about AIDS/HIV

·         Establish dedicated care facilities in three countries for people in the advanced stages of AIDS.

This year you are seeking to fund the following:

·         Train five AIDS/HIV counsellors in your local area. Total cost $25,000

·         Equip a small ward attached to the local hospital specifically for AIDS sufferers. Total cost $95,000.

2. Animal Welfare Charity Guide Dogs for the Blind

Your Brief

You represent an animal welfare charity which provides guide dogs for blind people in Australia. This year you are seeking to:

·         Purchase 15 new dogs and train them and their users. Total cost $45,000

·         Refurbish your existing blind dog training centre in order to increase its size and improve your somewhat outdated facilities. Total cost $75,000

·         Purchase reflective collars for guide dogs: 1000 collars at $2.50 each.

3. Local Church Community Action Program

Your Brief

You are members of your local church community action program. The aims of your charity are:

·         To run a job club for the long-term unemployed

·         To offer a counselling service to and for the whole community

To provide a ‘friendly club’ for the elderly and infirm. This year you would like to:

·         Fund travelling expenses for those attending job interviews.  Total cost $10,000.

·         Purchase two computers with printers and software, one for the administration of the counselling service and the second for the use of job club members. Total cost $6,000.

·         Purchase a photocopier for general use and for the use of job members. Total cost $5,500.

·         Purchase a customised minibus with wheelchair access for the friendly club. Total cost including insurance and one year ’s maintenance $30,000.

·         Provide a fully funded two-day trip to the beach for 30 elderly and infirm local residents. Total cost $24,000 including salary costs for the carers.

4. Surf Lifesaving Queensland

Your Brief

You represent the local branch of Surf Lifesaving Queensland. Last year over 1,500 people were saved from the seas around the state. You are seeking to fund:

·         A new faster and more reliable electric winch system for the lifeboat house ramp. Total cost $35,000.

·         New improved GPS radio system for two lifeboats. Total cost $6,000.

·         Training courses on resuscitation techniques for all volunteer lifeboat personnel Estimated total cost $1000 per person. You have 24 volunteers, but some are more active than others.

·         New public donation marketing campaign to encourage members of the public to make financial donations to support the work of Surf Lifesaving Queensland. Total cost $4,500.

5. UNICEF Asthma Campaign

Your Brief

UNICEF is seeking funding to set up a national asthma screening scheme. You seek funding for:

·         Mobile asthma clinic. Total cost $42,000.

·         Salary costs for the staff for the above clinic. Total cost $35,000.

·         Insurance and fuel costs for the mobile clinic. Total cost $8,000.

·         Funding for research into the incidence of asthma in migrant agricultural workers. Total cost $47,000.

·         Daytrip to the seaside for local asthma sufferers $3,000.

·         Purchase of 10,000 asthma inhalers at $3 each.

·         Funding for an information leaflet for members of the public to inform them about asthma: 100,000 leaflets at 10¢ each.

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Part A – Negotiate to achieve agreed outcome

Each individual must negotiate with another for at least 5 minutes and no more than 15 minutes, using best negotiation practices, to reach an outcome on the division of the funds.

Before you negotiate, answer the questions below to help you prepare for your negotiation workshop. Then, use this information during your negotiation workshop.

  • What is your position and supporting arguments?
  • How will you ensure the lines of communication are kept open?
  • What communication styles do you plan to use and when?
  • What solutions do you have in mind?
  • What is your BATNA?
IMPORTANT NOTES:  

This part of the assessment includes a role play of a negotiation workshop that must be video recorded. Please follow the instructions below:

·         Students taking face to face classes:

-          You can do the task during class hours. You must also video record the role play/presentation using your phone and upload it to Canvas (learning management system). 

-          Your trainer will complete an Observation Checklist as evidence of your participation in the role play (this may be provided to you in hard copy for you to upload or if completely electronically your trainer will upload it).

·         Students taking online classes:

-          You must arrange participants to do the role play with you (participants can include fellow students, friends, family members, or work colleagues).

-          Please see further instructions in the assessment on the number of participants required for the role play.

-          You can do the task face-to-face and record it using your phone.

-          You can also do the task using an online platform such as WhatsApp or Zoom and record the session.

·         Uploading your video onto Canvas:

-          Please see additional instructions uploaded together with Assessment Task 2 on how to submit your recording onto Canvas.

·         Submission of feedback forms:

-          You may be required to also submit feedback forms from the participants in your role play/presentation. Please check the instructions in your assessment to confirm if you need to submit the feedback forms (a scanned or a clear photo is acceptable).

Now, following the notes in the “IMPORTANT NOTES” and ensuring your meeting is being recorded, negotiate with another representative from a charity to secure the funds you are seeking.

Your negotiation workshop should use best negotiation practices, to reach an outcome on the division of the funds.

Once you have completed your negotiation workshop, upload your video recording to Canvas.

On completion of the role play, your Assessor must be satisfied that you are able to negotiate and present your argument persuasively.

Part B – Participate in and lead meetings effectively

This task requires you to participate and lead a meeting. To achieve this, you will participate in at least two meetings. You will be the chair of the meeting in one, and a participant which your classmate chairs the other. The meeting must be at least 5 minutes long but not exceed 15 minutes. 

Acting as Chairperson you will tell the meeting participant/s, who work for the charity that you represented in Part A, that funding has been provided and you must initiate plans to use those funds.

Before the meeting you must prepare an agenda and brief summary of the key issues and possible options. As chairperson, you must keep the meeting on track and effective.

Record your agenda onto the agenda template in the appendix attached at the end of Assessment Task 2.

You will also act as a meeting participant, including minute note taker, when someone else is the Chair.

Record the minutes of your meeting onto the minutes template in the appendix attached at the end of Assessment Task 2.

You will also act as a meeting participant, including minute note taker, when someone else is the Chair.

During the meetings the Assessor will record your skills on an Observation Checklist. On completion of the role plays, your Assessor must be satisfied that you are able to participate in and lead a meeting.

In both cases, you must act as if it were a real situation and meet the standards listed in the Assessor Feedback Charts.

You MUST follow the instructions in the IMPORTANT NOTES and video record your presentation and upload it within Canvas.

IMPORTANT NOTES:  

This part of the assessment includes a role play of the meeting that must be video recorded. Please follow the instructions below:

·         Students taking face to face classes:

-          You can do the task during class hours. You must also video record the role play/presentation using your phone and upload it to Canvas (learning management system). 

-          Your trainer will complete an Observation Checklist as evidence of your participation in the role play/presentation (this may be provided to you in hard copy for you to upload or if completely electronically your trainer will upload it).

·         Students taking online classes:

-          You must arrange participants to do the role play meeting with you (participants can include fellow students, friends, family members, or work colleagues).

-          Please see further instructions in the assessment on the number of participants required for the role play.

-          You can do the task face-to-face and record it using your phone.

-          You can also do the task using an online platform such as WhatsApp or Zoom and record the session.

·         Uploading your video onto Canvas:

-          Please see additional instructions uploaded together with Assessment Task 2 on how to submit your recording onto Canvas.

·         Submission of feedback forms:

-          You may be required to also submit feedback forms from the participants in your role play. Please check the instructions in your assessment to confirm if you need to submit the feedback forms (a scanned or a clear photo is acceptable).

Part C – Make a Presentation to a Business Forum

This task requires you to make a presentation in a business forum. To achieve this, you must prepare a presentation describing the funding negotiations and the subsequent meeting that you chaired in Part B for the benefit of stakeholders to keep them informed.

Before the presentation you must prepare a plan. You may use visual aids in your presentation if you wish.

Record your presentation plan onto the presentation template attached at the end of Assessment Task 2

a.      Review the success of your presentation based on peer and trainer reviews.

b.      Analise and discuss areas of your presentation that need improvement.

c.       What do you plan to do differently or keep the same next time?

Analyse and discuss the feedback and your revision of your presentation on this template.

The Assessor or other participants will ask you questions that you must answer. If you are role playing this scenario without your assessor, you must tell your participants that they are expected to listen and ask some questions. You must act as if it were a real situation.

On completion of the role play, your Assessor must be satisfied that you are able to make a presentation.

You MUST follow the instructions in the IMPORTANT NOTES and video record your presentation and upload it within Canvas

IMPORTANT NOTES:  

This part of the assessment includes a presentation that must be video recorded. Please follow the instructions below:

·         Students taking face to face classes:

-          You can do the task during class hours. You must also video record presentation using your phone and upload it to Canvas (learning management system). 

-          Your trainer will complete an Observation Checklist as evidence of your participation in the role play/presentation (this may be provided to you in hard copy for you to upload or if completely electronically your trainer will upload it).

·         Students taking online classes:

-          You must arrange participants to do the presentation with you (participants can include fellow students, friends, family members, or work colleagues).

-          Please see further instructions in the assessment on the number of participants required for the presentation.

-          You can do the task face-to-face and record it using your phone.

-          You can also do the task using an online platform such as WhatsApp or Zoom and record the session.

·         Uploading your video onto Canvas:

-          Please see additional instructions uploaded together with Assessment Task 2 on how to submit your recording onto Canvas.

·         Submission of feedback forms:

-          You may be required to also submit feedback forms from the participants in your presentation. Please check the instructions in your assessment to confirm if you need to submit the feedback forms (a scanned or a clear photo is acceptable).

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