Lead learning strategy implementation

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BSBLED802 – Lead learning strategy implementation – Newton College
Assessment Task 1- Instructions
Provide answers to all of the questions below:
1. Explain at least four typical roles and responsibilities for a learning and development specialist within an organisation.
2. Explain three constraints that a learning and development specialist may have in performing their role.
3. Describe three consultation and communication processes that a company could use to support and encourage staff to contribute to policy and procedure development processes.
4. Describe three contemporary approaches to assessment instrument and strategy design.
5. Describe the contemporary approach of design thinking to organisational learning strategy development.
6. Describe the importance of continuous improvement as part of a company’s organisational learning strategy and outline three types of continuous improvement processes that could be used to undertake this.
7. Explain typical implementation processes for organisational learning strategy. Outline at least two intended and two unintended impact that the introduction of new processes for learning strategies could have on an organisation.
8. Identify five types of documents relevant to a learning organisation. For each document describe the source and where the document would typically be found within a company.
9. Describe three evaluation strategies that can be used for reviewing organisational learning strategy.
10. Identify and describe two organisational learning theories.
11. Describe two quality management compliance requirements relating to organisational learning.
12. Identify and describe two international compliance requirements relating to e-learning.
13. Review the following documents:
14. Review the documents in the previous question, as well as the following:
In relation to learning resources, review and list compliance requirements and obligations under each framework, as well as best practice standards for learning resources as per the international standards as above.
List and explain at least three criteria that you would use to source learning resources based on these standards.
15. Identify and describe an example of each of the below that would be relevant to a person working in a learning and development role. Describe how each is relevant.
a. Legislation
b. Code of practice
c. National standards
16. Identify and describe two technology and systems requirements that should ideally be in place to facilitate the implementation of an organisational learning strategy.
Assessment Task 2: Learning strategy project
Task summary
You are required to develop a report on organisational learning strategies for a case study company. You are then required to write an organisational learning strategy and policies and procedures for the company.
This assessment is to be completed in the simulated work environment in Newton College.
Required
• Access to textbooks and other learning materials
• Computer with Microsoft Office and internet access
• Assessment and Recognition Policy and Procedures Template
• External Training Procurement Policy and Procedures Template
• Learning and Development Policy and Procedures Template
• Learning Strategies Report Template
• Organisational Learning Strategy Template
• Performance Appraisal Policy and Procedures
• Recruitment, Selection and Induction Policy and Procedures.
• Strategic Business Plan
Assessment Task 2 Instructions
Carefully read the following:
Grow Management Consultants is a consultancy company specialising in leadership development services. These services include:
• Mentoring training
• Coaching
• Management consultation
• Management program evaluation
• Development of cutting-edge tools, resources and expert advice
• Sharing best and next practices
• Leading organisations through the process of creating a leadership culture
• Recognising and celebrating excellence in leadership.
The company has a CEO, a General Manager (newly appointed), an Operations Manager, five Principal Consultants, twelve trainers and a small HR team. The company also has a Board consisting of the CEO and General Manager, as well as two Executive Directors who are company shareholders.
A new Strategic Plan was recently developed to guide the organisation over the next three years. One of the key objectives of the Strategic Plan is for Grow Management Consultants to become established as a learning organisation.
You are the newly appointed General Manager and the CEO has given you the task of developing, implementing and monitoring an organisational learning strategy for the company, as the first step towards establishing Grow Management Consultants a learning organisation.
Before you commence this task, you should ensure that you are familiar with the company’s Strategic Business Plan and its objectives in relation to learning and development, as well as the human resources policies and procedures that are in place.
Complete the following activities:
1. Write a learning strategies report
You are required to lead learning strategy formation by researching and evaluating organisational learning approaches, examining options for organisational learning, including an assessment of the organisation’s strategic requirements and processes that are in place and then making recommendations for an organisational learning strategy.
Conduct your research, analysis and evaluation and develop a report that includes the following:
• An evaluation of a range of models and approaches to learning and workplace training and how they would support the company’s strategic requirements as documented in the Strategic Business Plan. As a guide you should describe a minimum of three models and approaches to organisational learning.
• An analysis of how organisational learning can contribute to a company’s ability to grow and develop and therefore be more competitive
• A review of the company’s existing policies and procedures relevant to organisational learning/training and assessment and any current gaps. These are:
o Recruitment, Selection and Induction Policy and Procedures.
o Performance Appraisal Policy and Procedures
• A review of current best practice for policies and processes that support organisational learning: what are they and what should they include.
• Recommendations for the structure and content of the company’s organisational learning strategy. Recommendations should be based on your research and the company’s strategic requirements and policies discussed above.
• Define the ideal technological and systems requirements for an organisational learning strategy and compare to what is currently in place.
• Define and document communication and consultation process that can be used to support development and implementation of organisational learning strategy.
• Recommend procedures that can be incorporated into the organisational learning strategy to systematically liaise with educators/instructors, learners and others to monitor the extent to which learning strategies and learning resources are achieving the organisational learning targets.
Use the Learning Strategies Report Template to guide your work.
As a guide, your report would be between 4 and 5 pages in length.
2. Send an email to Senior Management (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 ask them to attend a meeting to review the report together prior to designing, developing and implementing the organisational learning strategy.
Attach your learning strategies report to the email.
3. Meet with Senior Management.
You are required to discuss your Learning Strategies Report with the Senior Management.
Go through each section of your report, asking for the other Managers’ feedback on what you have written.
You are required to pay particular attention to the language that you use during the meeting. Your vocabulary and the way that you communicate should be appropriate to your audience.
During the meeting, you are required to demonstrate effective communication skills including:
• Speaking clearly and concisely using language relevant to the audience
• 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
Take notes on the feedback that you receive.
4. Design and develop an organisational learning strategy
Using the feedback that you received at the meeting as well as the information you researched and evaluated for your report, create a draft organisational learning strategy for Grow Management Consultants.
Your strategy should:
• Address the overall organisational requirements for an organisational learning strategy, as well as specific instructor and learner requirements, building on from the Learning Strategies Report you developed.
• Include relevant units of competency as given in the feedback provided to you at the meeting
• Set out the learning and assessment strategies that you have developed while researching you report and during the meeting. Each strategy should allow some flexibility, so it is more responsive to any changed circumstances or priorities.
• Include procedures to systematically liaise with educators/instructors, learners and others to monitor the extent to which learning strategies and learning resources are achieving the organisational learning targets.
• For each strategy, include responsibilities, timelines, resources and performance indicators.
5. Write learning and development policy and procedures.
Use the internet to research relevant policies and procedures and develop them into a document that would be appropriate for the case study organisation.
Your policy and procedures should include the following:
• An introduction, giving the reasons that the document has been developed
• Purpose, setting out the document’s objectives
• Duties and responsibilities of staff and line managers.
• Procedures:
o Identifying Learning and Development needs and opportunities
o Study leave
o Funding
These must be appropriate for the company’s strategic requirements
Use the Learning and Development Policy and Procedures Template to guide your work.
6. Develop compliant assessment and recognition policies and procedures
Use the internet to research relevant policies and procedures and develop them into a document that would be appropriate for the case study organisation.
These must be appropriate for the company’s strategic requirements
Use the Assessment and Recognition Policy and Procedures Template to guide your work.
7. Develop procurement and supply policy and procedures
Use the internet to research relevant policies and procedures and develop them into a document that would be appropriate for the case study organisation.
They should also be relevant to the supply of training services by external providers and should be appropriate for the company’s strategic requirements
Use the External Training Procurement Policy and Procedures Template to guide your work.
8. Send an email to Senior Management (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 ask them to attend a meeting to review the report together.
Attach the following documents to your email:
• Organisational Learning Strategies
• Learning and Development Policy and Procedures
• Assessment and Recognition Policy and Procedures
• External Training Procurement Policy and Procedures  
Assessment Task 3: Implement strategies
Task summary
You are required to implement several organisational learning strategies.
This assessment is to be completed in the simulated work environment in Newton College.
Required
• Access to textbooks and other learning materials
• Computer with Microsoft Office and internet access
• Senior Management Brief
• Emotional Intelligence Assessment
• Emotional Intelligence Training Outline Template
• Performance Appraisal Policy and Procedures
• Recruitment, Selection and Induction Policy and Procedures
Assessment Task 3 Instructions
Carefully read the following:
The Senior Management Team has analysed and discussed your Organisational Learning Strategy and decided to prioritise the following implementation measures:
• The company’s Human Resources Policies and Procedures now need to be revised in accordance with your recommendations, to ensure continuing relevance, operational effectiveness and to the identified gaps with respect to organisational learning.
• Rather than contract out training on emotional intelligence (due to a lack of satisfaction with offerings researched), Senior Management would like you to design, develop and deliver a training session on emotional intelligence, as well as assess whether the Emotional Intelligence Assessment document should be used to assess participating staff members’ competence.
The Senior Management Team has written a brief (the Senior Management Brief) that goes into more details on these measures.
Complete the following activities:
1. Revise the Recruitment, Selection and Induction Policy and Procedures.
Make changes to this document that reflect the research that you have conducted and the feedback that you have received from the Senior Management Team in the Senior Management Brief.
Save this version of the document as Revised Recruitment, Selection and Induction Policy and Procedures.
2. Revise the Performance Appraisal Policy and Procedures
Make changes to this document that reflect the research that you have conducted and the feedback that you have received from the Senior Management Team.
Save this version of the document as Revised Performance Appraisal Policy and Procedures.
3. Send an email to all management and staff (your assessor).
According to organisational policy, all management and staff are to be given the opportunity to provide feedback on any changes to company Policy and Procedures.
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 attachments
The email text should ask them for their feedback on the documents. In particular
to send their feedback to the Administration Officer, who will collate the responses.
Attach the following documents to the email:
• Revised Recruitment, Selection and Induction Policy and Procedure
• Revised Performance Appraisal Policy and Procedure
4. Finalise the company Policies and Procedure.
This version of the documents should reflect the feedback that you have received.
Save these documents as:
• Final Recruitment, Selection and Induction Policy and Procedure
• Final Performance Appraisal Policy and Procedure
5. Design and develop a training session on Emotional Intelligence.
One of the adopted organisational learning strategies that has been prioritised by the company is teaching staff and people attending the company’s courses about Emotional Intelligence.
As external training providers will not be used to meet the company’s needs (as set out in the Senior Management Brief), you are required to develop a training session that can be used for training the company’s employees.
It is felt that by developing their empathy and their approach to their own learning goals, staff will gain greater benefit from the changes that have been made to the company’s policies and procedures. You should design the presentation with this in mind.
Your training should be based on the Senior Management Brief, but you are also required to use the internet to source relevant learning resources. You should modify the information you find in these for use in the training as required. Reference at least one of these learning resources in your training document so you can be assessed on your ability to modify and use information that you have sourced yourself.
You will also be required to use these resources to develop training aids such as a PowerPoint and/or handouts. This will also demonstrate that you have reviewed and modified the learning resources you identified as being suitable.
Use the Emotional Intelligence Training Template to guide your work. Prior to the delivery of the training provide your Emotional Training outline to your assessor and the supporting resources that you have developed based on the learning resources you sourced.
6. Deliver training on emotional intelligence
In this part of the assessment you will be required to deliver your session on emotional intelligence to the staff. Your assessor will organise 2 students in the role of staff to attend the presentation.
Deliver the training using the session outline you have developed, as well as the training aids. Advise staff that you will also be providing them with an assessment for completion over the coming days.
During the training session, you are required to demonstrate effective communication skills including:
• Speaking clearly and concisely using language and vocabulary that your audience can easily understand
• 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
7. Validate assessment methods and tools
Review the Emotional Intelligence Assessment in the light of what you have learned while developing the training.
Decide whether the tool is consistent with the company’s learning and wider operational needs.
Validate or reject the tool with a few sentences of explanation.
You may suggest improvements to the document that would bring it in line with your expectations.
8. Send an email to Senior Management (your assessor)
The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.
The email text should include the assessment tool validation/rejection that you wrote in the previous activity.
It should also introduce and summarise the contents of the attachment.
Assessment Task 4: Review and improve strategies
Task summary
You are required to review the effectiveness of the learning management strategies that you have developed and implemented in the previous two Assessment Tasks.
This assessment is to be completed in the simulated work environment in Newton College.
Required
• Access to textbooks and other learning materials
• Computer with Microsoft Office and internet access
• Learning Strategy Review Template
• Staff Survey Results 2018
• Staff Survey Results 2019
• Staff Learning Spreadsheet
• Senior Management Brief Learning Program Partnerships
Assessment Task 4 Instructions
Carefully read the following:
It is just over a year since Grow Management Consultants adopted your Organisational Learning Strategies and changes to the policies and procedures.
As part of the ongoing assessment of the organisation’s learning management systems, Human Resources has started adding all the learning opportunities that the staff have undertaken over the year to their staff records. They have put these in a spreadsheet for easier evaluation.
Additionally, all staff are given an annual questionnaire to help assess whether organisational learning targets are being met.
You are required to use these documents to assess the success of the organisational learning strategies that you have implemented.
Complete the following activities:
1. Review the organisational learning strategy implementation.
Read through the following company documents:
• Staff Survey Results 2018
• Staff Survey Results 2019
• Staff Learning Spreadsheet
Your review should include evaluations of the following:
• The end to end implementation of organisational learning strategy
• The performance of resources and people supporting organisational learning strategy implementation
• How well learning strategies and learning resources achieve organisational learning targets.
• Whether the intended strategic outcomes have been achieved through the organisational learning strategy.
You should also determine:
• What changes should be made to at least two of the company’s policies and procedures?
• Your plans for improving the company’s Organisational Learning Strategy
2. Update the company’s policies and procedures.
Make the changes that you outlined in your learning strategy review.
You should make suggested changes to at least two of the company’s policies and procedures based on the company documents that you reviewed in activity 1.
Save these documents as Updated Performance Appraisal Policy and Procedure, etc.
3. Update the company’s Organisational Learning Strategy
Make the changes to this document that you outlined in your learning strategy review and in the previous activity.
Save this version of the document as Updated Organisational Learning Strategy
4. Send an email to all staff (your assessor).
According to organisational policy, all management and staff are to be given the opportunity to provide feedback on any changes to company policies and procedures.
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 attachments
The email text should ask them for their feedback on the documents. In particular, it should ask them to send their feedback to the Administration Officer, who will collate the responses.
Attach the following documents to the email:
•Learning Strategy Review
• Updated Policy and Procedures
• Updated Organisational Learning Strategy
5. Initiate and implement learning program partnerships
The final part of the assessment requires to you review the Learning Program Partnerships brief from Senior Management.
Based on this you are required to identify at least two suitable training providers who may be suitable for the learning program partnership and then confirm arrangements with these training providers for the learning partnership.

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