WORKBOOK for TASK 3

Please note you must keep the ACs and suitable subheadings but delete any
instructions provided to you prior to making your formative and final
submissions. You must provide in-text references for definitions, theories and
concepts wherever needed. Minimum 250-300 words should be written for
each AC

AC 4.2 Plan for assessing the development needs of a member of staff at Delta Plc and
carry out a sample assessment for this staff

Here you need to outline the steps of the assessment process

1) Identifying the T&D needs-

2) Develop SMART goals based on the SWOT-

3) Creating the PDP and explanation of the actions in terms of training and development
and the success criteria-
 4) Discuss how the employees performance progress will be monitored and evaluated-
Using what evaluation techniques- for example which rating scales would be used when
designing the 360 degree feedback

SWOT ANALYSIS

(Underline the Employees Strengths, Weaknesses, Opportunities and Threats in relation to his or
her current job-role related skills)

(Candidate Name)....................... Date completed

..

Employee Job-Role Profile:

Strengths Weaknesses

What is the candidate good What skills does the

at? candidate need to improve
on?
 Opportunities Threats

What resources, advantages What constraints,

does the candidate has? disadvantages does the
candidate has?

Personal Development Plan

OBJECTIVES SUCCESS TIME

ACTIVITIES/ACTIONS CRITERIA FACTOR
What does the
employee need to How could this be The criteria When does
be able to do done (reading, which would the employee
differently coaching, formal determine need to do it
(improve skill/ training, other)? that the by?
knowledge/ change objectives set
behaviour)? have been met
Short Term
Objectives (Provide
minimum 2
objectives here)

Long Term
Objectives (provide
at least one
objective )

AC 4.1 Explain the factors which should be considered when planning the monitoring and
assessment of performance
You MUST explain at least 2 (Two) relevant factors. For example, performance goals should be
aligned with organisational goals. It should be clearly communicated. No surprises. Etc. Discuss
other relevant factors to be considered during planning the monitoring and assessment of
individual work performance.
AC 4.3 Evaluate the success of the assessment process

Discuss how the tools and the steps used in AC 4.2 has helped the selected employee as well as
you, the assessor and the company (Delta Plc). To what extent was the assessment process
successful in terms of developing the skills of the employee and in what ways did you find out
that the process was successful? For example having congruence reports from 360 degree
feedback etc.
Conclusion
Provide a brief conclusion for all 3 sections (tasks) of the report
Reference List
Please note that you are required to provide adequate in-text references and a reference list adhering
to the Harvard referencing style