SECTION 2:

This task will require you to assign accountabilities and responsibilities to at least two assigned individuals and at least two assigned teams, and identify resources needed by them to achieve their objectives.

Assigned individuals are individuals reporting to you, to whom you would assign accountabilities and responsibilities and provide resources needed by them to achieve their objectives.

Team refers to a group of at least two people who work together to achieve common organisational goals. Assigned teams are teams reporting to you, to whom you would assign accountabilities and responsibilities and provide resources needed by them to achieve their objectives.

This task is divided into two parts:

Part A. Assign Accountabilities and Responsibilities

Use your workplace/organisation's RACI Matrix template to make this part of the task, or use theGeneric RACI Matrixtemplate provided.

To make this part of the task, you must:

• Identify and briefly describe the project for which accountabilities and responsibilities need to be assigned.

A project is a series of specific and finite tasks that need to be completed to produce an observable and measurable result. A project typically has a defined beginning and end, in contrast to ongoing operations.

• Identify at least two individuals and at least two teams to assign accountabilities and responsibilities.

The assigned individuals and teams can be any of the following:

• The same assigned individuals and assigned teams from Workplace Project Task 3: Section 2
• New assigned individuals and assigned teams
• Identify the tasks/activities/milestones to be completed by the assigned individuals and teams to complete the project.
• Make a RACI Matrix to assign accountabilities and responsibilities to assigned individuals and teams, according to operational plans and their competencies.
• Communicate the assignment of accountabilities and responsibilities to each assigned individual and each assigned team using the RACI Matrix.

Part B. Identify Resources

Use your workplace/organisation's Resource Allocation Plan template to make this part of the task, or use theGeneric Resource Allocation Plantemplate provided.

To make this part of the task, you must:

• Identify the resources needed by each assigned individual and each assigned team to complete their tasks/activities/milestones, based on RACI Matrix developed in Part A. of this task.

Resources can include:

• IT software and hardware: systems, devices, applications etc.
• Other material goods: equipment, tools, materials etc.
• Facilities: building, work area, conference room etc.
• For each resource identified, identify the type of resource needed, quantity and specifications of the resource needed and the duration for which the resources are needed.
• Partially complete the Resource Allocation Plan, by updating the Resource Identification section.

ReviewWorkplace Project Task 4: Section 2 - Assessor's Checklistbefore starting this task. This form outlines the following:

• Resources you are required to access to complete the task.
• All criteria your submission must address to satisfactorily make this task.

You assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Review the template you will use to complete this task. If you are using a template from your workplace/organisation, discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use theGenericRACI Matrixtemplate andGenericResource Allocation Plantemplate provided.

Submit the completed RACI Matrix and completed Resource Allocation Plan to your assessor. Include any supplementary documents/sources used to create the RACI Matrix and Resource Allocation Plan, such as:

• Organisational documents such as operational plans, documents containing competencies (e.g. performance reports, job descriptions etc.) and organisational charts
• Relevant organisational policies and procedures such as resource allocation policy and procedures, internal communications policy and procedures, documentation policy and procedures, policy and procedures for meetings etc.

You must also submit evidence of communication with at least two individuals and at least two teams in the organisation on assignment of accountabilities and responsibilities.

Evidence must be at least one of the following:

• Email correspondence(provide sample)
• Meeting minutes(provide sample)
• Video recording of the meeting conducted with the individuals and teams

SECTION 2: PART A - RESOURCE ASSIGNMENT MATRIX
Identify and briefly describe the project for which accountabilities and responsibilities need to be assigned
Project name		Briefdescription
Start date
End date
Identify at least two assigned individuals to assign accountabilities and responsibilities
Assigned individual 1	Name		Work role
Assigned individual 2	Name		Work role
Identify at least two assigned individuals to assign accountabilities and responsibilities
Assigned team 1	Team name
Names of team members	i. ii. iii.	Work roles of team members	i. ii. iii.
Assigned team 2	Team name
Names of team members	i. ii. iii.	Work roles of team members	i. ii. iii.
RACI MATRIX
	Work roles of assigned individuals and teams
1.	2.	3.	4.	5.	6.	7.
Task / Activity / Milestone	a.Strategic Framework
b.Risk factors
c.Products
d.Customer journey.
e.Assessment Framework.
f.Distribution map
Resources used for this task
List resources used for this task, including sources of information (e.g., organisational documents, organisational policies and procedures, regulations etc.)

R = Responsible: People who do the work; responsible for execution of tasks

A = Accountable: Owner of the work; approves/signs off on work

C = Consult: Active participants from whom inputs are sought

I = Informed: Must be notified of progress, but need not be consulted

SECTION 2: PART B: RESOURCE ALLOCATION PLAN
SECTION 1:RESOURCE IDENTIFICATION
Task / Activity / Milestone	Resource needed	Type of resource needed	Quantity or number of units of the resource	Specifications or description of the resource	Resource needed from	Resource needed till
a.	i.
ii.
iii.
b.	i.
ii.
iii.
c.	i.
ii.
iii.
Task / Activity / Milestone	Resource needed	Type of resource needed	Quantity or number of units of the resource	Specifications or description of the resource	Resource needed from	Resource needed till
d.	i.
ii.
iii.
e.	i.
ii.
iii.
f.	i.
ii.
iii.
Type of resource can be (i) IT software and hardware (e.g., systems, devices, applications), or (ii) Other material goods (e.g., equipment, tools, materials), or (iii) Facilities (e.g., building, work area, conference room)
SECTION 2:RESOURCE ALLOCATION
Resource	Type of resource	Status of resource	Assigned or Allocated to Enter team name / individual name here	Date of resource allocation	From date	To date	Comments, if any Include resource dependencies and date when resource status is changed or updated, if any
a.
b.
c.
d.
e.
f.
Type of resource can be (i) IT software and hardware (e.g., systems, devices, applications), or (ii) Other material goods (e.g., equipment, tools, materials), or (iii) Facilities (e.g., building, work area, conference room) Status of resource can be (i) Free, or (ii) Assigned not yet allocated, or (iii) Allocated
	Resources used for this task
	List resources used for this task, including sources of information (e.g., organisational documents, organisational policies and procedures, regulations etc.)

For Trainer use only- Mark with 'X' in the box directly across

WORKPLACE PROJECT TASK 4: SECTION 2 - ASSESSOR'S CHECKLIST

ASSESSOR'S CHECKLIST
A.The RACI Matrix submitted by the learner:	YES/NO
1. Identify the project for which accountabilities and responsibilities need to be assigned. A project is a series of specific and finite tasks that need to be completed to produce an observable and measurable result. A project typically has a defined beginning and end, in contrast to ongoing operations.	o YES o NO
2. Identifies at least two assigned individuals and at least two assigned teams to assign accountabilities and responsibilities, and enters the work roles of the assigned individuals and teams in the top row. Team refers to a group of at least two people who work together to achieve common organisational goals.	o YES o NO
3. Identifies the tasks /activities / milestones to be completed by the assigned individuals and assigned teams to complete the project	o YES o NO
4. For each task / activity / milestone, assigns a responsibility value (R-A-C-I) to each assigned individual and team, according to the following:	o YES o NO
R for Responsible: People who do the work; responsible for execution of tasks	o YES o NO
A for Accountable: Owner of the work; approves/signs off on work	o YES o NO
C for Consult: Active participants from whom inputs are sought	o YES o NO
I for Informed: Must be notified of progress, but need not be consulted	o YES o NO
5. Outlines all sources of information accessed by learner to prepare the RACI matrix	o YES o NO
a. Types of sources include: Operational plans Documents containing competencies (e.g. performance reports, job descriptions etc.) Organisational charts Internal communications policy and procedures Documentation policy and procedures Policy and procedures for meetings Others (Assessor to specify)	o YES o NO
B.Evidence of communication with assigned individuals and teams submitted by the learner:	YES/NO
1. Is any of the following:	o YES o NO
Email correspondence Meeting minutes Video recording of the meeting conducted with assigned individuals and teams	o YES o NO
2. Identifies the name and work roles of each assigned individual and each assigned team to whom the learner would assign accountabilities and responsibilities	o YES o NO
3. Identifies the date and time when the communication took place. Date and time of communication must be within the learner's assessment period.	o YES o NO
Email correspondence contains date and time stamp when email was sent and when the responses from the assigned individuals and teams were received Meeting minutes contains the date and time when the meeting was conducted Video recording of the meeting conducted by the learner with the assigned individuals and assigned teams contains date and time in the properties of the video	o YES o NO
4. Includes communication of assigned responsibility value (R-A-C-I) for the tasks / activities / milestones to each assigned individual and each assigned team, according to the following:	o YES o NO
a. R for Responsible: People who do the work; responsible for execution of tasks	o YES o NO
b. A for Accountable: Owner of the work; approves/signs off on work	o YES o NO
c. C for Consult: Active participants from whom inputs are sought	o YES o NO
d. I for Informed: Must be notified of progress, but need not be consulted	o YES o NO
C.The partially completed Resource Allocation Plan submitted by the learner:	YES/NO
1.Identifies the resources needed by each assigned individual and each assigned team to complete the tasks / activities / milestones assigned to them, in the resource identification section Tasks/activities/milestones must be in line with the RACI Matrix prepared.	o YES o NO
2.For each resource identified, identifies the following, in the Resource Identification section:	o YES o NO
a. Type of resource Type of resource can be:	o YES o NO
IT software and hardware: systems, devices, applications etc. Other material goods: equipment, tools, materials etc. Facilities: building, work area, conference room etc.	o YES o NO
b. Quantity or number of units E.g. number of laptops required, number of software user licenses needed, size of work area needed etc.	o YES o NO
c. Description or specifications of the resource E.g. technical specifications of laptops required, type of work area needed, version of the software needed etc.	o YES o NO
d. Date from which the resource is needed	o YES o NO
e. Date till which the resource is needed	o YES o NO
3.Leaves the Resource Allocation section blank; this will be completed inWorkplace Project Task 6.	o YES o NO
4.Outlines all sources of information accessed by learner to prepare the resource allocation plan	o YES o NO
a. Types of sources include: Operational plans Resource allocation policy and procedures Internal communications policy and procedures Documentation policy and procedures Policy and procedures for meetings Others (Assessor to specify)	o YES o NO

SECTION 3:

This task will require you to provide required resources to at least two assigned individuals and at least two assigned teams to achieve their objectives.

The assigned individuals and teams must be the same as those fromWorkplace Project Task 4: Section 2.

Assigned individuals are individuals reporting to you, to whom you would assign accountabilities and responsibilities and provide resources needed by them to achieve their objectives.

Team refers to a group of at least two people who work together to achieve common organisational goals. Assigned teams are teams reporting to you, to whom you would assign accountabilities and responsibilities and provide resources needed by them to achieve their objectives.

Use the sameResource Allocation Plantemplate that you used inWorkplace Project Task 4: Section 2to make this task.

To make this task, you must, for at least assigned two individuals and at least two assigned teams, already identified inWorkplace Project Task 4: Section 2:

• Find available resources needed by each assigned individual and each assigned team to make their tasks/activities/milestones, based on the resources identified inWorkplace Project Task 4: Section 2. Resources can include:
  • IT software and hardware: systems, devices, applications
  • Other material goods: equipment, tools, materials etc.
  • Facilities: building, work area, conference room
• Provide resources needed by each assigned individual and each assigned team to do their tasks/activities/milestones.
• Complete the Resource Allocation Plan, by updating the status of the resources, the individual or team to which each resource is allocated, along with the date when the resources are provided to the assigned individuals and teams.
• Communicate provision of resources to each assigned individual and each assigned team.

ReviewWorkplace Project Task 4: Section 3 - Assessor's Checklistbefore starting this task. This form outlines the following:

• Resources you are required to access to make the task.
• All criteria your submission must address to satisfactorily make this task.

You assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Review the template you will use to do this task. Use the sameResource Allocation Plantemplate that you used inWorkplace Project Task 4: Section 2to do this task.

Submit the updated Resource Allocation Plan to your assessor. Include any supplementary documents/sources used to create the Resource Allocation Plan, such as:

• Relevant organisational policies and procedures such as resource allocation policy and procedures, internal communications policy and procedures, documentation policy and procedures, policy and procedures for meetings etc.

You must also submit evidence of communication of resource allocation to at least two individuals and at least two teams in the organisation.

Evidence must be at least one of the following:

• Email correspondence(provide sample)
• Meeting minutes(provide sample)
• Video recording of the meeting conducted to communicate the resource allocation

You must also submit evidence that each assigned individual and each assigned team in the organisation was provided the required resources outlined in the plan.

Evidence must be at least one of the following:

• Email correspondence(provide sample)
• Briefing document with signatures by assigned individuals and teams

WORKPLACE PROJECT TASK 4: SECTION 3 - ASSESSOR'S CHECKLIST

ASSESSOR'S CHECKLIST
A.Evidence of feedback the learner submits:	YES/NO
1. Is any of the following:	o YES o NO
Email correspondence Meeting minutes Physical copy of draft with supervisor's comments Video/audio recording of their consultation with their supervisor	o YES o NO
2. Identifies the name of the supervisor the learner consulted with.	o YES o NO
3. Shows that the learner sought feedback from their supervisor regarding their drafts. In the evidence, learner:	o YES o NO
Confirms that their drafts adhere to the formats prescribed by the organisation.	o YES o NO
Asks about how they can further improve the draft.	o YES o NO
4. Includes feedback from the supervisor. This includes:	o YES o NO
a. Discussion of each draft's ability to meet organisational requirements	o YES o NO
i. Any general issues made by the learner in each draft.	o YES o NO
General issues concern the following: Communication task Audience Communication method Information communicated	o YES o NO
ii. Any formatting issues made by the learner in each draft.	o YES o NO
Formatting issues concern the following: Font style (bold, italics, underline, strikethrough) Font size Spacing Margins Alignment Columns Indentation Lists	o YES o NO
iii. Any style issues made by the learner in each draft.	o YES o NO
Style issues concern the following: Logos Approved brand lines Approved imagery Prescribed colours Prescribed salutations	o YES o NO
iv. Any structure issues made by the learner in each draft.	o YES o NO
b. Revisions to be implemented to the draft document. This includes:	o YES o NO
i. Feedback on how to correct general issues found throughout the draft.	o YES o NO
ii. Feedback on how to correct common formatting issues found throughout the draft.	o YES o NO
iii. Feedback on how to correct common style issues found throughout the draft.	o YES o NO
iv. Feedback on how to correct common structure issues found throughout the draft.	o YES o NO
v. Feedback on how other aspects of the draft can be further improved, such as: Inaccurate data, information, or knowledge Text to be rephrased Additional material that can be added to the draft	o YES o NO
5. Includes learner's response to the supervisor's feedback. Response includes acknowledgement of the feedback provided.	o YES o NO
Response can include: Acknowledges feedback Clarifies feedback that is unclear Says thank you for feedback received Expresses intent to act on feedback received	o YES o NO
B.Each revised draft the learner submits:	YES/NO
1.Must be checked against the evidence of feedback sought from supervisor.	o YES o NO
2.Must reflect the feedback received from supervisor on how to correct all errors found throughout their draft. Errors must correspond to the errors listed in the evidence of feedback sought.	o YES o NO