1. For the work to be allocated and to ensure resource availability, the store manager will need to consult the Store Keeper and the IT Support Officer. This is because the store keeper will be able to provide an understanding on the resources and changes required to ensure that shipping, storage and pickup arrangements of the organization are compliant to e-commerce activities. The IT support officer will be able to provide an understanding on the resources required to update the organization’s website and select an appropriate platform for e-commerce activities respectively.
2.
Employee name |
Role/Position |
Highest level qualification attained |
Current work profile |
Proposed revised work profile (with at least three new tasks) |
Robert Day |
Accounts and Payroll Officer |
Diploma of Accounting |
· Bookkeeping · Payroll processing · Preparing and issuing client invoices · Making journal entries |
Set up methods of payment for e-commerce platform, Set order fulfilment for receiving and delivering products, manage accounting and inventory. |
Dylan Knight |
Customer service representative |
Certificate IV in Retail Management |
· Use Point-of-sale technology to complete and process orders · Work as a team with others, offering guidance and support as well as delegating tasks |
Update store policies on checkout page, Include FAQs and products pages, Add catalogues for products alongwith descriptions and photographs |
Samantha Davey |
Receptionist |
Certificate IV in Business |
· Answering phone calls and queries · Recording incoming and outgoing mails/ orders · Scheduling appointments · Formatting and preparing documents |
Set order fulfilment for receiving and delivering products, Update current information on website, Select e-commerce platforms |
Ming Wei |
Store Keeper |
Certificate IV in Warehousing Operations |
· Maintain receipts, records, and withdrawals of the stockroom · Receive, unload, and shelve supplies · Inspect deliveries for damage or discrepancies · Confirm proper stock levels and maintain inventory control · Coordinate the movement of equipment, and necessary minor repairs |
Set settings for shipping, Establish order fulfilment for receiving and delivering goods, Include store policies to the checkout page |
Fawad Khan |
IT Support Officer |
Diploma of IT Diploma of Website Development |
· Trouble shooting IT issues for team members · Responsible for data storage, back up and security. · Maintaining customer databases and records |
Select and search for e-commerce platforms, Set up settings for payment, Include FAQs and product pages |
3.
4.
Work Plan |
||||
Project Title: E-Commerce Initiative at the Gift Shop |
||||
Key Result Area: Development of an E-commerce Store |
||||
Outcome/s: Establish an e-commerce store which is updated with all relevant customer relationship management, payment, shipping and accounts policies of the organization. |
||||
Task/Activity |
Key Performance Indicator (KPI) |
Date of completion/ review |
Team members |
Resources needed |
Select an ecommerce platform |
Selecting a platform which is relevant to company policies |
Within the next 12 months |
· Fawad Khan · Samantha Davey |
· Internet, Computer · E-commerce platforms |
Prepare product catalogues with descriptions and photographs |
Ensure that catalogues, descriptions and photographs are updated for all products in the company website |
Within the next 12 months |
· Dylan Knight |
|
Manage inventory and accounting |
Ensure that all website transactions are updated in the company’s accounts |
Within the next 12 months |
|
|
Add product pages, FAQs page |
Ensure that the company’s e-commerce website are updated with FAQs and pages of all products |
Within the next 12 months |
· Dylan Knight · Fawad Khan |
|
Add store policies to the checkout page |
Ensure that all store policies are included in the checkout page |
Within the next 12 months |
|
|
Set up shipping settings |
Ensure that shipping requirements are compliant to the e-commerce activities |
Within the next 12 months |
|
|
Set up payment methods |
Ensure that the webpage is updated with multiple forms of payment as per customer needs |
Within the next 12 months |
|
|
Set up a local and curb side pickup arrangements |
Ensure the establishment of local pickup and curb arrangements to comply with e-commerce orders |
Within the next 12 months |
|
|
Set up order fulfilment – the steps involved in receiving, processing and delivering orders to end customers. |
Ensure that the page is update with all steps required for ordering goods |
Within the next 12 months |
|
|
5. Three codes of conduct that would be applicable are: maintaining privacy and confidentiality, complying with WHS practices and being punctual. This is because customers prefer online services which are prompt, safe and keep their data secure. The standards of performance which would be applicable are: customer service standards, team interaction and cost minimization. This will ensure that all e-commerce services are well coordinated and cost effective.
6. Three legislative acts which are applicable to this project are: the Work Health and Safety Act 2011, Fair Work Act 2009, and Privacy Act 2008. Three company policies which are applicable to this project are: customer relationship management policy, induction and training policy and data protection and privacy policy.
7. The General Retail Industry Award is applicable for this project and organization.
The following script can be used by the Store Manager, during the role play meeting with the CEO: “Good morning Sir/Ma’am, as discussed, I am here today to present the work plan based on which we will establish our e-commerce initiative successfully. I understand that this initiative has to be undertaken with respect to issues such as the Covid-19 pandemic and new customer preferences towards digitalization. As per the work plan, I have allocated work and resources to each of the departments under me so as to ensure that the company page is updated with shipping, payment and product details. This allocation is efficient and will help with the cash flow by ensuring that customers are able to conveniently access and use the company’s e-commerce platform – resulting in greater purchases and sales. The standards of performance which would be applicable are: customer service standards, team interaction and cost minimization. This will ensure that all e-commerce services are well coordinated and cost effective. I request you to provide me your valuable feedback and approval for the same.”
Team Development Plan |
|||||||
Current workforce profile |
Revised work profile requirements (student to complete this section) |
||||||
Employee name |
Current work profile |
Current skills / performance assessment |
Proposed revised work profile
|
Development Needs
|
Development Actions |
Resources required / Costs |
Time period |
Robert Day |
· Bookkeeping · Payroll processing · Preparing and issuing client invoices · Making journal entries |
· Experienced in MYOB accounting software · Not confident of how to integrate · ecommerce platform with MYOB |
Set up methods of payment for e-commerce platform, Set order fulfilment for receiving and delivering products, manage accounting and inventory. |
Need to gain an understanding of working with e-commerce platforms |
Provide courses on ecommerce management |
Certificate of E-Commerce (Online) – Fees -$499 |
2 weeks |
Dylan Knight |
· Use Point-of-sale technology to complete and process orders · Work as a team with others, offering guidance and support as well as delegating tasks |
· Has not worked with ecommerce platforms · |
Update store policies on checkout page, Include FAQs and products pages, Add product catalogues with descriptions and photographs |
Need to gain photograph skills to demonstrate attractive product photograph on the website. |
Provide courses on photography for retail products |
Media and photography short course (Online) Fees-$400 |
2 weeks |
Samantha Davey |
· Answering phone calls and queries · Recording incoming and outgoing mails/ orders · Scheduling appointments · Formatting and preparing documents |
· Good telephone skills · Excellent oral communication skills · Has good photography skills · Good eye for detail · Eager to learn new things and take new responsibilities |
Set order fulfilment for receiving and delivering products, Update current information on website, Select e-commerce platforms |
Need to gain an understanding of working with e-commerce platforms |
Provide courses on ecommerce management |
Certificate of E-Commerce (Online) – Fees -$499 |
2 weeks |
Ming Wei |
· Maintain receipts, records, and withdrawals of the stockroom · Receive, unload, and shelve supplies · Inspect deliveries for damage or discrepancies · Confirm proper stock levels and maintain inventory control · Coordinate the movement of equipment, and necessary minor repairs |
· Willing worker · Has database management skills |
Set shipping settings, Establish order fulfilment for receiving and delivering goods, Include store policies to the checkout page |
Need to gain an understanding of working with e-commerce platforms |
Provide courses on ecommerce management |
Certificate of E-Commerce (Online) – Fees -$499 |
2 weeks |
Fawad Khan |
· Trouble shooting IT issues for team members · Responsible for data storage, back up and security. · Maintaining customer databases and records |
· Excellent IT skills · Some experience with developing e-commerce web sites and apps |
Select e-commerce platform, Set up settings for payment, Include FAQs and product pages |
Need to gain an understanding of working with e-commerce platforms |
Provide courses on ecommerce management |
Certificate of E-Commerce (Online) – Fees -$499 |
2 weeks |
Employee name |
Role/Position |
Highest level qualification attained |
Current work profile |
Proposed revised work profile (with at least three new tasks) |
Robert Day
|
Accounts and Payroll Officer |
Diploma of Accounting |
·Bookkeeping ·Payroll processing ·Preparing and issuing client invoices ·Making journal entries |
Set up methods of payment for e-commerce platform, Set order fulfilment for receiving and delivering products, manage accounting and inventory. |
Dylan Knight
|
Customer service representative |
Certificate IV in Retail Management |
·Use Point-of-sale technology to complete and process orders ·Work as a team with others, offering guidance and support as well as delegating tasks |
Update store policies on checkout page, Include FAQs and products pages, Add product catalogues with descriptions and photographs |
Samantha Davey
|
Receptionist |
Certificate IV in Business |
·Answering phone calls and queries ·Recording incoming and outgoing mails/ orders ·Scheduling appointments ·Formatting and preparing documents |
Set order fulfilment for receiving and delivering products, Update current information on website, Select e-commerce platforms |
Ming Wei
|
Store Keeper |
Certificate IV in Warehousing Operations |
·Maintain receipts, records, and withdrawals of the stockroom ·Receive, unload, and shelve supplies ·Inspect deliveries for damage or discrepancies ·Confirm proper stock levels and maintain inventory control ·Coordinate the movement of equipment, and necessary minor repairs |
Set shipping settings, Establish order fulfilment for receiving and delivering goods, Include store policies to the checkout page |
Fawad Khan
|
IT Support Officer |
Diploma of IT Diploma of Website Development |
·Trouble shooting IT issues for team members ·Responsible for data storage, back up and security. ·Maintaining customer databases and records |
Select e-commerce platform, Set up settings for payment, Include FQs and product pages |
Work Plan |
||||
Project Title: E-Commerce Initiative at the Gift Shop |
||||
Key Result Area: Development of an E-commerce Store |
||||
Outcome/s: Establish an e-commerce store which is updated with all relevant customer relationship management, payment, shipping and accounts policies of the organization. |
||||
Task/Activity |
Key Performance Indicator (KPI) |
Date of completion/ review |
Team members |
Resources needed |
Review existing website to make sure the information is current |
There are no errors in the website |
A suitable date within a week of starting |
·Dylan Knight ·Samantha Davey |
·Team members ·Computers/Internet |
Select an ecommerce platform |
Selecting a platform which is relevant to company policies |
Within the next 12 months |
·Fawad Khan ·Samantha Davey |
·Internet, Computer ·E-commerce platforms |
Prepare product catalogues with descriptions and photographs |
Ensure that catalogues, descriptions and photographs are updated for all products in the company website |
Within the next 12 months |
·Dylan Knight |
·Internet, Computer ·Product research |
Manage inventory and accounting |
Ensure that all website transactions are updated in the company’s accounts |
Within the next 12 months |
·Robert Day |
·Internet, computer ·Company accounts and record books |
Add product pages, FAQs page |
Ensure that the company’s e-commerce website are updated with FAQs and pages of all products |
Within the next 12 months |
·Dylan Knight ·Fawad Khan |
·Internet, Computer ·Product research |
Add store policies to the checkout page |
Ensure that all store policies are included in the checkout page |
Within the next 12 months |
·Min Wei |
·Internet, Computer ·Updated documents of store policies |
Set up shipping settings |
Ensure that shipping requirements are compliant to the e-commerce activities |
Within the next 12 months |
·Min Wei |
·Internet, computer ·Updated shipping policies |
Set up payment methods |
Ensure that the webpage is updated with multiple forms of payment as per customer needs |
Within the next 12 months |
·Fawad Khan ·Robert Day |
·Internet, computer ·Infrastructure for online payment |
Set up a local and curb side pickup arrangements |
Ensure the establishment of local pickup and curb arrangements to comply with e-commerce orders |
Within the next 12 months |
·Robert Day |
·Infrastructure for local and curb pickup arrangements |
Set up order fulfilment – the steps involved in receiving, processing and delivering orders to end customers. |
Ensure that the page is update with all steps required for ordering goods |
Within the next 12 months |
·Samantha Davey |
·Internet, computer ·IT infrastructure |
1.Three codes of conduct that would be applicable are: maintaining privacy and confidentiality, complying with WHS practices and being punctual.
2.This is because customers prefer online services which are prompt, safe and keep their data secure.
3.The standards of performance which would be applicable are: customer service standards, team interaction and cost minimization.
4.This will ensure that all e-commerce services are well coordinated and cost effective.
Team Development Plan |
|||||||
Current workforce profile |
Revised work profile requirements (student to complete this section) |
||||||
Employee name |
Current work profile |
Current skills / performance assessment |
Proposed revised work profile |
Development Needs |
Development Actions |
Resources required / Costs |
Time period |
Robert Day |
·Bookkeeping ·Payroll processing ·Preparing and issuing client invoices ·Making journal entries |
·Experienced in MYOB accounting software ·Not confident of how to integrate ·ecommerce platform with MYOB |
Set up methods of payment for e-commerce platform, Set order fulfilment for receiving and delivering products, manage accounting and inventory. |
Need to gain an understanding of working with e-commerce platforms |
Provide courses on ecommerce management |
Certificate of E-Commerce (Online) – Fees -$499 |
2 weeks |
Dylan Knight |
·Use Point-of-sale technology to complete and process orders ·Work as a team with others, offering guidance and support as well as delegating tasks |
·Has not worked with ecommerce platforms · |
Update store policies on checkout page, Include FAQs and products pages, Add product catalogues with descriptions and photographs |
Need to gain photograph skills to demonstrate attractive product photograph on the website. |
Provide courses on photography for retail products |
Media and photography short course (Online) Fees-$400 |
2 weeks |
Samantha Davey |
·Answering phone calls and queries ·Recording incoming and outgoing mails/ orders ·Scheduling appointments ·Formatting and preparing documents |
·Good telephone skills ·Excellent oral communication skills ·Has good photography skills ·Good eye for detail ·Eager to learn new things and take new responsibilities |
Set order fulfilment for receiving and delivering products, Update current information on website, Select e-commerce platforms |
Need to gain an understanding of working with e-commerce platforms |
Provide courses on ecommerce management |
Certificate of E-Commerce (Online) – Fees -$499 |
2 weeks |
Ming Wei |
·Maintain receipts, records, and withdrawals of the stockroom ·Receive, unload, and shelve supplies ·Inspect deliveries for damage or discrepancies ·Confirm proper stock levels and maintain inventory control ·Coordinate the movement of equipment, and necessary minor repairs |
·Willing worker ·Has database management skills |
Set shipping settings, Establish order fulfilment for receiving and delivering goods, Include store policies to the checkout page |
Need to gain an understanding of working with e-commerce platforms |
Provide courses on ecommerce management |
Certificate of E-Commerce (Online) – Fees -$499 |
2 weeks |
Fawad Khan |
·Trouble shooting IT issues for team members ·Responsible for data storage, back up and security. ·Maintaining customer databases and records |
·Excellent IT skills ·Some experience with developing e-commerce web sites and apps |
Select e-commerce platform, Set up settings for payment, Include FAQs and product pages |
Need to gain an understanding of working with e-commerce platforms |
Provide courses on ecommerce management |
Certificate of E-Commerce (Online) – Fees -$499 |
2 weeks |
Risk Assessment Matrix |
||||
What are the risks/hazards? |
What might be the consequences? |
Likelihood · Likely · Unlikely · Certain
|
Risk Control Measures
|
Person Responsible (Position)
|
Lack of in-house skills in the organization required to complete the project |
Poor service quality and lack of customer satisfaction |
Likely |
Provide training to employees |
Store Manager |
Lack of understanding in staff regarding the project |
Increased errors and lack of motivation in staff |
Likely |
Provide consultation sessions to employees |
Store Manager |
Too much time will be required since new tasks will be added |
The budget will be exceeded and delays will decrease competitive advantage |
Unlikely |
Provide a fixed timeline and budget |
Store Manager |
1. The data will be collected using performance checklists and peer assessments. The performance will be assessed after every 12 months using a combination of both objective as well as subjective assessments such as checklists and interviews. Feedback on performance will be provided by the team leaders or supervisors using individual meetings and mails.
2. Outstanding performance can be recognized by taking reviews from departmental heads and also by reviewing the extent to which an employee has contributed to sales or positive customer reviews in the business.
3. On-going performance communication will be used to address performance issues, in the form of daily meetings and discussion sessions with the employee. To handle performance issues, informal counseling will first be used followed by formal counseling like training if the performance issue persists.
4. Continued poor performance can lead to consequences like temporary suspension and procedures will include providing warning emails and keeping staff on constant supervision.
5. Documents in yearly performance of the employee along with employee details on strengths and learning needs will be maintained. They will be filed in the company’s intranet and database.
6. This appraisal schedule and performance management system will be stored in the company’s intranet and password protected database. They will be communicated to staff using group discussions, meetings and mails.
1.The data will be collected using performance checklists and peer assessments.
2.The performance will be assessed after every 12 months using a combination of both objective as well as subjective assessments such as checklists and interviews.
3.Feedback on performance will be provided by the team leaders or supervisors using individual meetings and mails.
1.Staff Development options will include: on the job training, certification courses, placements as well as training courses from registered training organizations.
2. Staff can access information of the same from their leaders or the intranet of the organization.
1.Outstanding performance can be recognized by taking reviews from departmental heads
2.Outstanding performance will can be recognized by reviewing the extent to which an employee has contributed to sales or positive customer reviews in the business.
1.On-going performance communication will be used to address performance issues, in the form of daily meetings and discussion sessions with the employee.
2.To handle performance issues, informal counseling will first be used followed by formal counseling like training if the performance issue persists.
1.Continued poor performance can lead to consequences like temporary suspension.
2.The procedures for handling poor performance will include providing warning emails and keeping staff on constant supervision.
1.Documents in yearly performance of the employee along with employee details on strengths and learning needs will be maintained.
2.They will be filed in the company’s intranet and database.
3.This appraisal schedule and performance management system will be stored in the company’s intranet and password protected database.
4.They will be communicated to staff using group discussions, meetings and mails.
2. The presentation was implemented in the form of a meeting and discussion session where the speaker will present slides on the performance management systems of the organization.
3. Positive feedback and suggestions to the performance management system were received. No changes were thus implemented and the plan was developed was approved for implementation.
Coaching Plan |
|
Employee name |
|
Coach name |
|
Coaching phase |
Activities/questions |
Introduction |
Lack of motivation in Dylan due to concerns that ecommerce initiatives can result in him losing his commission, his customer relationships will be affected and that he will lose his job. |
Goal |
To improve understanding on current roles and performance expectations with respect to ecommerce initiatives. To clarify current doubts on ecommerce initiatives and employment security. |
Reality |
· There are gaps in Dylan’s course completion and completing internal sales reports. · Obstacles to achievement include Dylan’s lack of motivation and concerns on his job security and lost commissions. |
Options/ |
Assist Dylan in completing short term course on ecommerce Provide training and skills on how ecommerce can be used by sales department to hunt down orders and not merely take them. Provide Dylan the tools by which he can continue speaking to customers online when they are access orders online. |
Will |
Dylan’s willingness is linked to the extent to which, existing e-commerce initiatives provide him the opportunity to exercise his own customer communication and sales skills. A time period of 6 to 12 months have been allocated for goals. |
Name and position: |
|||
Manager: |
Review period: Three months |
||
Key result area |
Key Performance Indicator |
Indicator of success/ performance |
Status report/results |
Financial |
Revenue from sales |
$150,000 |
$160,000 |
Customer Satisfaction |
Number of calls/complaints |
Less than two per quarter |
Less than one per quarter |
Performance management (360°evauation) |
Manager evaluation Customer evaluation Peer evaluation |
80% 80% 80% |
90% 90% 60% |
Internal process |
Completing sales and associated reporting of expenses |
100% |
90% |
Professional Development |
Completing short course on ecommerce |
Completed by the first month of commencing the ecommerce initiatives |
Not completed yet |
Next review period: Next quarter |
|||
Achievements: Outstanding sales and customer satisfaction targets |
Areas of opportunity: Need to complete the e-commerce Need to overcome gaps in completion of sales and reporting Need to improve peer evaluation scores |
||
Manager’s comments: Dylan needs to be provided with additional training and consultation to enhance this potential of working as a leader in this organization Signature: Date: |
|||
Staff member’s comments: I would be humbled if my clarifications on ecommerce and the relevance of my skills are clarified first Signature: Date: |
1.
To: |
From: Manager |
Subject: Performance Excellence |
Hi , This is to inform you that we are extremely pleased with our performance and your dedication to complete the course allocated to you. We would be delighted if you continue working with and in the mentoring arrangement as discussed previously. Regards |
2.
To: |
From: Manager |
Subject: Performance Excellence |
Hi , It has come to our notice that your performance during the last quarter has been nothing less than exceptional. We congratulate you on your outstanding performance and as a reward for this achievement, you have been awarded the Employer of the Month and a gift coupon worth $500. We hope you continue to work with us for many more years to come. Regards |
3.
Gift Shop Staff Newsletter Date: This is to inform you all that Dylan’s performance during the last quarter has been nothing less than exceptional. We congratulate him for his outstanding performance and as a reward for this achievement, he have been awarded the Employer of the Month and a gift coupon worth $500. We hope to see many more employees like Dylan, exercising such excellence in their roles and responsibilities. |
The following script can be used for seeking assistance from a human resource specialist:
1.
Employee Name |
|
Employee Role |
Customer Sales Representative |
Manager Name |
|
Manager Position |
Customer Sales |
Date of Plan |
|
Interim Review |
|
Final Review |
|
Objectives |
To improve compliance with KPIs while being under constant supervision and monitoring |
Outcomes |
Complete refresher training in sales management with store manager Achieve a minimum of 80% of monthly sales target Communicate shift timing changes with manager Decrease absenteeism and target reporting on all days unless accompanied with a medical leave. |
2. The following script can be used when in a meeting with Rollo:
“Good morning Rollo. I have been reported that there are issues with your ability to meet the organization’s KPI and also demonstrate punctuality in the workplace. You are expected to not just comply with your KPIs but also basic codes of conduct and performance at the workplace. As per the company’s disciplinary policy, I will issue you two warning meetings followed by your termination if you do not comply with your KPI. For the next month, you are required to be punctual, complete a refresher training and also achieve 80% of your target. Resources are available from your manager in case you need additional support. Not achieving these will require us to issue you a warning and a termination. Any questions?”
3.
To: |
From: Manager |
Subject: First Warning Letter |
Hi , As discussed previously, this is to inform you that you are now on your probation period from the 1st of March 2022, based on your inadequate performance and conduct. You will be monitored based on your ability to comply with your KPIs and shift timings. An interim review data will be held on 1st of April and the final review will be held on 15th of April. Lack of achieving KPIs will lead us to terminate you as per the disciplinary policy of the company. Regards |
To: |
From: Manager |
Subject: Second Warning Letter |
Hi , It seems that you have not complied with your KPIs or your responsibilities of participating in the refresher training course. As per your request and the disciplinary policy of the company, we are issuing your second warning letter and a review date till the 1st of May, 2022. Please be informed that lack of progress will compel us to terminate you as per the policies and procedures of the company. Regards |
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