Assessment Task 2
Case Study, Demonstration of Tasks and Written Report
Case Study (For this assessment, Student can choose any other organisation, which must be approved by your assessor.)
You have been recently hired at an Accounting Firm (ACON Pty Ltd) as an Accounts Manager. You are hired in this firm mainly to implement MYOB Accounting Software. ACON Pty Ltd has been using excel spreadsheet to manage, maintain and record their accounting transactions. Recently, they have expanded on their client base and want to implement MYOB software at their company to be able to cope with increase in clients and better manage and provide service to them. You have been assigned on a special project to implement MYOB at ACON and part of this project is also for you to train two existing staff members (John and Julie). John and Julie have been using excel spreadsheet for quite some time now and training them and getting them use to using MYOB software will be one of the main tasks of this project. You as an Accounts Manager have to coach and train both John and Julie to use MYOB Accounting Software.
You will be expected to carry out below listed tasks:
- Develop a power point presentation maximum 10 to 12 slides listing benefits of using MYOB Software as oppose to excel spreadsheets. You are also required to present this information to both John and Julie. Your presentation should not be more than 10 minutes in length.
- Write a brief report that will be presented to the Board of Directors of ACON Pty Ltd listing main benefits of getting MYOB Software at ACON Pty Ltd.
Your report should list following points:
- Title page
- Table of contents page
- Executive Summary
- Top 10 benefits of using MYOB Software
- Implementation plan to replace excel spreadsheets with MYOB
- Summary of training/coaching plan to train John and Julie
- Conclusion
- In consultation with both John and Julie contribute to their professional development plan. You can make use of Professional Development Template provided. Please note that this Professional Development form must be completed by you and you will have to interview both John and Julie to complete this form. You will need to complete two forms one each for John and Julie. This task must be conducted in form of a role-play where you will act as an Accounts Manager and your goal is to complete Professional Development form (Appendix-2) by interviewing both John and Julie. You can request your trainer or other students to participate in this role-play activity as John and Julie.
- Based on task no 3 you are to develop a Coaching Action Plan (Appendix-3) for both John and Julie. You can use Coaching Action Plan template form provided as part of this assessment.
Complete coaching feedback form (Appendix-4) and present this to your trainer/assessor. You can use ‘Coaching Feedback Form’ provided as part of this assessment to complete this task.
TEMPLATE:
| BSBLED806 Assessment Task 2 Firstly develop a power point presentation maximum 10 to 12 slides listing benefits of using MYOB Software as oppose to excel spreadsheets. You are also required to present this information to both John and Julie. Your presentation should not be more than 10 minutes in length. REPORT: listing the benefits of MYOB Title pageTable of contents pageExecutive SummaryTop 10 benefits of using MYOB SoftwareImplementation plan to replace excel spreadsheets with MYOBSummary of training/coaching plan to train John and JulieConclusion Prepare professional development plan for both John and JuliePrepare Coaching Action PlanComplete Coaching feedback form |
3. PROFESSIONAL DEVELOPMENT PLAN (Template)
Name:
Supervisor/Manager:
Date:
| S.no. | GOALS | STRATEGY | FACILITATED BY | TARGET DATE | DATE ACHIEVED |
| 1 | |||||
| 2 | |||||
| 3 | |||||
| 4 | |||||
| 5 |
- COACHING PLAN (Template)
Name:
Supervisor/Manager:
Date:
| Development Areas | Employee Activities | Manager Comments | Target Date |
- COACHING FEEDBACK (Template)
| Coaching Feedback Form Thank you for taking the time to fill out this form. It is intended to evaluate your satisfaction and results with my coaching style and performance. I need effective feedback from you so I can improve and grow as a coach. Client Name: Number of Sessions: Date of feedback: Please rate your satisfaction with our coaching engagement on a scale of 1-10 (with 1 being Poor and 10 being Excellent). How did having a Coach benefit your work/life? What particular gifts or strengths did I bring to the coaching sessions? Did you achieve the goals/results you were looking for from the coaching engagement? How so or not? What would you have changed to make our coaching engagement even more effective for you? Is there any other feedback that you would like to give? |
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