Roles, Goals And Plans For Team Members In A Workplace

Discussion

The following are the two team members – Sam Danvers and Dean Whittaker.

For Sam – the role of this team member is client liaison officer. One responsibility of this team member is to ensure the fact that routine bookings of the client is scheduled properly. And the other responsibility of this team member includes there is no overlap on the specified programs that has been booked for the client.

For Dean – the role of this team member is fitness trainer. This team member is responsible for maintaining the tools and equipment that are associated with the workplace of the company. This team member also ensures the fact that all the documents that are associated with the organization are maintained and kept properly.

Work goal

For Sam – The work goal that has been identified for the employee includes improving communication skills with the clients that are associated with the company (Andriani 2018).

For Dean – the work goal that has been identified for this employee includes conducting documentation in a proper and effective way.

Work Plan

KRA	Goals	KPIs	Dependencies
Internal process	Understanding the requirements of the customers effectively is important for the employee. Gathering continuous feedback from the clients on regular basis needs to be implemented.	The feedback that has been gathered by the employee will be taken into account.	The rules and regulations regarding the communication process with the customers’ needs to be taken into account in this aspect.
Customer focus	Focusing on the needs of the customers and their expectations is important for the employee. Understanding the current trends in the industry needs to be implemented by the employee (Andriani 2018).	The research that has been conducted by the employee and the data that has been gathered by the employee will be utilised for assessing the performance.	N/A
Development	Attending trainings sessions that are associated with both verbal and non-verbal communication needs to be implemented by the employee.	The number of hours that has been attended by the employee will be taken into account for assessing their performance.	The policies that are associated with the training requirements in the company needs to be taken into account.

For Dean –

KRA	Goals	KPIs	Dependencies
Internal process	The employee needs to understand the various importance of documentation in the workplace. 4 hours of every week training in documentation process needs to be implemented by the employee.	The number of hours that has been attended by the employee will be identified for assessing their performance.	The different training policies that are associated with the company needs to be taken into account in this process.
Development	Developing the documentation skills of the employee is very much important. Attending 5 hours of workshops every 2 weeks for understanding the different aspects of documentation is mandatory for the employee.	The number of hours the employee has attended workshops will be utilised for assessing the management performance of the employee.

For Sam – one of the work activities that can be followed by the employee includes actively engaging with the customers and ensuring the fact that the employee is capable of meeting the expectations of the customers that are associated with the company.

For Dean – one activity that can be followed by the employee is to ensure defect to review all the different documentation process that are utilised by companies in the global scenario and identify the best probable solution that can be implemented for improving the current documentation process in the workplace.

The work goals that have been identified for the employees is going to be capable off bringing change in the workplace of the company and both the employees will be highly beneficial if the goals and activities are going to be undertaken by them properly (Lee and Li 2020). With the implementation of these policies, it will be possible to meet the expectations of the customers effectively and it will also be possible to ensure the fact that the customers that are associated with the company are highly satisfied with the work of the employees that are associated with the company and the profit margin of the company in the future will be increasing in accordance to the future goals of the company.

Instructing team members

For Sam –

S	Needs to improve their communication skills in the workplace.
M	Improving the customer satisfaction rate is essential for the employee.
A	The employees that are provided with schedule are happy with the service of the company.
R	Conducting optimum communication with the customers in the workplace is efficient and essential for the employee.
T	The improvement in the employee will be identified in the next 5 months.

For Dean –

S	Improving the documentation process is essential for the employee.
M	Measuring the documentation process and comparing it with previous process must be conducted by the employee in order to look at the development of the process.
A	The employee needs to ensure the fact that proper documentation process is implemented in the workplace (Newnam and Goode 2019).
R	Implementation of proper documentation process is essential for the employee.
T	The new documentation process will be learned by the employee in the upcoming 5 months.

• Do you want to identify any more changes that require in your day-to-day practice?
• Will you be capable of completing the stated work in the allotted time or you require more time?

Supporting the team members is very much essential in terms of helping them in meeting the goals that has been identified for them. Looking at the current performance of the employees it can be stated that the above stated goals can easily be achieved by them without any problem and with the implementation of proper strategic process and goal oriented approach it will be possible to meet the achievable aspects that has been identified for both the employees.

The goals and plans and activities that has been identified for both the employees that are associated with the company is quite feasible in terms of bringing new changes in the company and the goals and plans will also be capable of ensuring the fact that proper identification of the current challenges that are being faced by the company can be avoided by utilizing the strengths that are associated with it (Stich, Tarafdar and Cooper 2018).

For Dean –

• Personal development opportunity – individual training needs to be implemented by the employee in order to ensure that he is capable of ensuring the fact that they ae mentally strong in the workplace so that they are aware about the different process by the help of which stress can be reduced in workplace.
• Professional development opportunity – different training needs to be attended by the employee in order to ensure that he is capable of meeting the expectations of the company in terms of meeting the documentation process effectively.

Individual training is going to be implemented in the workplace for the personal development plan in which the employees will be given opportunity to learn the process of making oneself mentally strong. Professional development training is also going to be provided in term of making the employees aware about documentation process.

This is to notify you that the company is going to provide individual personal development training to the employees in terms of improving mental strength. There will also be presence of professional development training in which the documentation process will be introduced to the employees. You are cordially invited to enlist you name for the training program.

This letter is being written to invite you to the individual training that is going to be conducted by the company. Personal development training in terms of improving mental strength will be provided to the employees and professional development plan in terms of documentation process. You are invited to join the training programme.

• Personal development opportunity – communicating with people by taking into account the cultural differences that are present in the place as well as taken into account the different ideologies of people is very much important to be implemented in the personal development opportunity for the employee (Sias et al. 2020).
• Professional development opportunity –the professional development opportunity it is very much important for the employee to ensure the fact that he is capable of looking at the different process by the help of which active communication skills can be implemented in terms of both verbal and non-verbal communication.

Personal development program is going to be initiated in the workplace in order to help the employee maintain their mental state by taking into account the cultural background and ideologies that are associated with employees.

Professional development program will also be provided to the employees regarding verbal and non-verbal active communication skills.

This email is to notify you that personal development plan regarding improving the mental state of the employees is going to be implemented in the workplace by taking into account the cultural background and ideologies of the employee. The company is also going to implement professional development training for verbal and non-verbal communication.

Work Activity

You are invited to join the personal development training of the company for improving the mental state of the employees by taking into account the cultural background and the ideologies of the employees. It will be also ensured that professional training in terms of verbal and nonverbal communication are provided to the employees.

Yours thankfully,

Team leader

There is presence of both personal and professional development aspects with the company and if any employees feel that they need to bring about change in their existing skill set then they can approach the supervisors of the company regarding the new trainings that needs to be attended by them. Asking help of the supervisor and managers as well as the peers in the company is a viable option for the employee in terms of improving themselves in the future.

This email is to notify you that after receiving your application regarding the personal and professional development plan on 6^th April, 2022, you have been provided access. You can join the personal development program on 10^th April, 2022 at 10:30 a.m. and professional development plan on 15^th April, 200 at 11:30 a.m. in the conference room of the workplace.

This email is to notify you that after receiving your application regarding the personal and professional development plan on 7^th April, 2022, you have been provided access. You can join the personal development program on 11^th April, 2022 at 10:30 a.m. and professional development plan on 16^th April, 200 at 11:30 a.m. in the conference room of the workplace.

One-one-meeting was conducted with Sam regarding the opportunities available for personal and professional development plan. Personal development opportunity to be provided includes making the employees mentally strong. Professional development opportunity includes training in documentation process.

One-on-one meeting is conducted with Dean regarding the opportunities available for personal and professional development plan. Personal development opportunity to be provided includes making the employees aware about cultural differences in workplace. Professional development opportunity includes training in verbal communication and non-verbal communication.

Accessing sources

• The supervisors of the company are capable of stating the employees regarding the task as well as commitment that are associated with individual employees in the workplace.
• Emails are provided to the employees regarding the different job description and the different steps that needs to be implemented by them to complete their work in the workplace.
• Different types of trackers that are utilised in the workplace includes identification of the feedback that is gathered from the customers that are associated with the company and the different customer retention rate that is associated with the employee.

Identification

• Personal work task includes identification of individual skill set of the employees and improving them with time.
• Each and every member associated with the team of the company are capable of identifying their individual roles and the different process by the help of which they can meet the expectations of the customers that are currently associated with the company.
• The organization works towards providing optimum healthcare and fit support to the employees that are associated with the company.

Commitment identified

Each of the tasks that has been identified shows that each and every employee that are associated with the company are committed towards the betterment of it in the future (Horan et al. 2021).

Using technology

Cloud based applications like Google Drive can be utilised by the company in order to prioritise the task that are associated with it. The utilization of cloud-based technology is also going to be a viable option for the company in terms of meeting the expectations of the clients schedule.

1. mental well-being
2. communication in workplace
3. documentation training
4. understanding cultural difference in workplace.

Assessment of work goals

A presentation is designed in order to understand the personal development policy and procedures that are associated with the company.

Identified commitment: Presentation has been prepared.

A focus group meeting was conducted selecting three other team members.

1. The team members were told to introduce themselves in the meeting.
2. The following questions were presented by me to the participants of the focus meeting.

• What aspects of the professional development strategy has influenced you the most?
• Is there anything your leader could have done differently to support your professional development?
• what do you think about the organization’s learning environment?
• Anything would you like to say about organizational systems and processes during the opportunity?

1. The meeting was conducted based on the above identified questions.
2. The following are the conclusions of the meeting:

• Professional development strategy of understanding communication process are highly influential for the employees.
• First participant is happy with the present process, second participant wants the implementation of training in time management strategy, third participant wants the implementation of training in decision making process.
• Participants feel that the learning environment of the company can be improved.
• The participants feel that organisational systems and process must understand the importance of employee benefits in the workplace.

Agenda:

• Before participating in the meeting each and every staff must be ready with their questions and suggestions regarding the existing personal development strategy of the company.
• Team members must also be ready with the professional goals that needs to be addressed by the company.
• Required resources of the event will be including, sitting arrangements, refreshments during the event, projector, speaker and microphone.
• The team members must also portray their own strengths when it is asked.
• Assistant centre manager must look at the sitting arrangement and the lights during the event.

Identified commitment: Meeting agenda has been written

Prioritization of work tasks

Organisational work task > Team work task > Individual work task

Virtual meeting was conducted:

• In order to manage team health in the workplace it is going to be a very viable option to identify the reasons due to which stress occur in the workplace. Being flexible in the workplace is the technique that can be applied in order to manage team health effectively.
• Enabling continuous learning is going to be a viable option in order to manage team wellbeing in the workplace of bounce fitness.

Workplace/Organisation	Bounce Fitness
Your Work/Job Role	Trainer
Date Completed	19/03/22
A.    Technique for Managing the Following
	Identified Technique
a.       Team Health	Being flexible in the workplace
b.      Team Wellbeing	Enabling continuous learning
B.     Citations of Sources Accessed
Kim, J., Henly, J.R., Golden, L.M. and Lambert, S.J., 2020. Workplace flexibility and worker well?being by gender. Journal of Marriage and Family, 82(3), pp.892-910.
Cañibano, A., 2019. Workplace flexibility as a paradoxical phenomenon: Exploring employee experiences. Human Relations, 72(2), pp.444-470.
Pylväs, L., Li, J. and Nokelainen, P., 2022. Professional growth and workplace learning. In Research Approaches on Workplace Learning (pp. 137-155). Springer, Cham.

For flexible workplace:

Meeting was conducted regarding the identify the technique that is going to be followed for implementation of being flexible. The following aspects has been discussed:

• Establishing good communication in workplace – A receptive atmosphere will be created in which employees can state their voice to the supervisors.
• Allowing standard work schedules to employees – Work burden will be restricted and employees will not be forced to work extra hours.

Meeting was conducted regarding the identify the technique that is going to be followed for implementation of Enabling continuous learning. The following aspects has been discussed:

• Awareness can be created for training resources – memo will be circulated in the workplace.
• Personal development of the employees must be connected to company goals: – employees will be given proper idea about future mission and vision of the company.

My performance is in accordance to the expectations of the company and the various criteria that has been set by the company. However, there are certain areas in which I need to improve myself in order to meet the expectations of the company properly. I have been capable of generating revenue of $700 per client. My average class attendance is 85% per session. My client retention rate is at 75% in the present time. My profit margin is at 23% which needs to be improved in accordance to the criteria that is set by the company. My average daily attendance is 82% which is more than the expected outcome of the company.

The performance standards that have been set by the company is in accordance to the industry average and looking at the criteria it can be stated that each and every employee needs to stay sharp and optimum service must be provided to the clients that are associated with the company. I believe my performance is in accordance to the expectations of the company however there are certain areas in which I need to improve myself in order to meet all the criteria that has been set by bounce fitness. The client retention rate that has been set by the company is fulfilled by me however I believe there are areas in which I can improve myself in terms of improving my communication with the clients as well as making proper schedule that can be well used by the client so that it makes the client satisfied with the service that is provided by the company.

The 2 development needs that need to be fulfilled includes increasing the profit margin and increasing the client retention rate. The profit margin can be increased by increasing the client retention rate and also increasing the number of clients that I am providing service to. The profit margin of the company needs to be increased in accordance to the expectations of the company but setting the bar little bit high is going to improve in this scenario. In other words it can be stated that with the implementation of proper process it is going to be possible to meet the expectations of the clients and improving the communication process and creating a proper schedule as a personal trainer for the clients is also going to be very much helpful in the longer run.

• One goal that can be selected for increasing profit margin is to increase the profit margin to 35% for the company. One goal that can be selected for increasing the client retention rate is to increase retention rate of the clients to 90%.
• Plans to address each development need –
• Personal development activity:
• For increasing profit margin – in order to improve profit margin, I believe innovation needs to be implemented in the workplace so that new work activities can be provided to the clients.
• For increasing client retention rate – in order to increase the client retention rate it will be a viable option for the trainers like me to have optimum communication with the clients on regular basis to understand the various problems they are facing and gather the feedback and improve the service in the future (Lee, Li and Tsai 2021).
• Professional development activity:
• For increasing profit margin – in order to increase the profit margin, the clients must be provided with other activities and their interest must be drawn towards the new programs that are available in the company. Proper sales pitch and optimum communication is going to be very much helpful in this scenario.
• For increasing client retention rate – in order to increase the client retention rate, it is very much important to ensure the fact that customize programs are provided to the clients and proper are taken in order to ensure that the clients are kept interested in the services that are provided by the company.
• Expected outcome:
• For increasing profit margin – the profit margin is going to increase at 30 %.
• For increasing client retention rate – the client retention rate will also go up to 90%.

• The feedback that was received during the feedback session was to ensure the fact that the client services are in accordance to the personal goals that have been identified by me. The goals and activities that has been selected by me is going to be very much helpful in terms of increasing the client retention rate and also increasing the profit margin for the company in the future.
• There is presence of many strategies that can be selected in order to develop the personal competence of an individual. Challenging myself in my current performance with the help of definite practice as well as action is going to be very much helpful in order to improve my personal competence. Asking constant feedback from the clients as well as my peers is going to be very much helpful in order to improve myself in the future.

The performance plan that has been implemented in the workplace is capable of meeting the Expectations of all the employees that are associated with the company and the performance plan is also in accordance to the improvement of the current quality of the performance that is stated by the employee is associated with the company (Lee, Li and Tsai 2021). There are certain changes that needs to be implemented in the performance plan which is going to be highly beneficial for the employees that were associated with the company as well as the improvement of the overall performance that is associated with the company and the current services that are provided to the Employees and customers that are associated with it.

• The personal development activity in terms of improving the communication skills of an individual is very much important in terms of improving the personal life as well as professional life of an individual. Looking at the current performance of the company it can clearly be identified that the personal development activity is going to be very much important in the present scenario of the business and in improving the current brand image of the company.
• The professional development activity that is associated with the company is capable of ensuring the fact that there are results of current aspects that need to be taken into account in order to improve the current performance of the employees that are associated with the company. The professional development activity which is to improve the documentation process is very much helpful for the employees in terms of understanding the present perfect in the market and also looking at the current efficiency aspects that need to be improved in order to meet the Expectations of the company.
• The personal and professional development activities were participated on 15^th April, 2022.

• The actual outcome of the performance plan is that the existing performance of the employees that are associated with the company will be enhanced and the overall performance of the company is going to be improved drastically in the future. The number of customers that are associated with the company will be increasing and the customer satisfaction level is also going to increase due to the increase in efficiency level of the employees that are associated with the company.
• The actual date of implementation was on 5^th April, 2022 at 11:00 a.m.

Reference List

Andriani, V.E., 2018. Interpersonal Communication in Workplace Bullying. vol, 260, pp.58-60.  

Horan, S.M., Chory, R.M., Craw, E.S. and Jones, H.E., 2021. Blended Work/Life Relationships: Organizational Communication Involving Workplace Peers, Friends, and Lovers. Communication Research Trends, 40(2).

Lee, Y. and Li, J.Y.Q., 2020. The value of internal communication in enhancing employees’ health information disclosure intentions in the workplace. Public relations review, 46(1), p.101872.

Lee, Y., Li, J.Y.Q. and Tsai, W.H.S., 2021. The role of strategic internal communication in workplace discrimination: A perspective of racial minority employees. International Journal of Strategic Communication, 15(1), pp.37-59.

Li, J.Y., Lee, Y., Tian, S. and Tsai, W., 2021. Coping with workplace racial discrimination: The role of internal communication. Public Relations Review, 47(4), p.102089. Li et al. 2021

Newnam, S. and Goode, N., 2019. Communication in the workplace: Defining the conversations of supervisors. Journal of safety research, 70, pp.19-23.

Sias, P.M., Tsetsi, E., Woo, N. and Smith, A.D., 2020. With a little help from my friends: Perceived task interdependence, coworker communication, and workplace friendship. Communication Studies, 71(4), pp.528-549.

Stich, J.F., Tarafdar, M. and Cooper, C.L., 2018. Electronic communication in the workplace: boon or bane?. Journal of Organizational Effectiveness: People and Performance.