SITXHRM001 COACH OTHERS IN JOB SKILLS – Case study

SITXHRM001
Coach others in job skills
Assessment D – Case Study

Cover Page / Candidate Details

Assessment D – Case Study
Candidate to complete the following documents details.

Student Name: ARELLANO, JANVIC

Student No: 5203002 Group / Class No:

Start Date: Submission Date:

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ACTIVITY – CASE STUDY

INSTRUCTIONS
 This activity must be completed using Microsoft Word.
 Attempt all questions.
 Insert Your Name as part of the file name and save as a word document. See below.
 Name the file: SITXHRM001_Assessment_D_Case-study_Your_Name.
 Ensure you complete the Cover page / candidate details at the top of the page.
 Once completed, upload your submission to the appropriate submission point via the LMS.

Learner assessment guide and evidence

This assessment requires you to prepare for on-the-job coaching, coach a colleague and follow up after
coaching.

You are required to do the following.

 Complete Task 1 in Activity.

 Read the case study and answer the questions.

Case study

Your stock requisition has been delivered to your work area from stores. Xian is responsible for
transferring the stock into the storage area. You notice he is not using correct manual handling
techniques to move cartons or bulky items. He is not following organisational procedures for handling
stock. You know this is a work health and safety issue and must be addressed quickly before he injures
himself.

Task 1: Prepare for on-the-job coaching

 Read the case study and answer the questions.

Q1: How was the need for coaching identified?

 Direct observation

Q2: What techniques can you use to identify Xian’s specific coaching needs?
 Physical demonstration
 Verbal description

Q3: What communication techniques can you use when discussing Xian’s needs with him?
 Ask open questions and
 Reflective questions

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Q4: Your discussions have identified that Xian needs coaching on how to correctly lift and carry boxes.
He understands how to use a truck trolley and where the stock is to be stored in the storeroom.
The correct procedure was explained to him some time ago but he has forgotten it. Explain the
overall purpose of the coaching session to Xian.
 Explain what Xian must do and reasons for undertaking various tasks -why the task is
completed, who it affects, consequences if it’s not done correctly.
 Work health and safety requirements – legislative requirements under WHS laws that are
incorporated into organisational procedures.

Q5: Where can you find information to support your coaching session?
 In procedures manuals in the work area, underneath registers, in desks or offices.

Q6: What steps will you follow when delivering coaching to Xian or any of your other colleagues?
Briefly explain what occurs at each step in these key principles of training.
 Explain purpose and objectives
 Explain Why? What?
 Explain and demonstrate skills
 Demonstrate and explain at the same time
 Listen to trainee explanation and review understanding
 Review and check understanding
 Observe trainee demonstration
 Get trainee to demonstrate what they know and ask any questions as they come up
 Evaluate trainee demonstration
 Examine and evaluate their competency
 Provide feedback
 Give constructive and supportive feedback

Q7: You decide to develop a simple coaching plan to make sure you cover all necessary information
and skills. Complete the table to describe how you will deliver your coaching session. Use your
workplace or training environment’s organisational procedures when completing the plan or
research correct lifting and carrying procedures.
Seq = The sequence in which the coaching topics will be delivered.
Topic / steps = The topic to be discussed and/or demonstrated or steps to complete a task as per
relevant organisational procedures or standard work practices.
Key knowledge = Required knowledge that supports the successful application of the task(s), such
as WHS or hygiene requirements.
Resources required = Resources required to deliver the coaching, including large and small
equipment, stock, ingredients, documentation, machinery.

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Coaching plan

Coaching topic:

Seq Topic / steps Key knowledge

1 Explain purpose and objectives
Explain and demonstrate skills
2
Listen to Xian’s explanation and
review understanding
3
4 Observe Xian’s demonstration
5 Evaluate trainee performance
6 Provide feedback
Resources required:
Explain the purpose of training and introduce
the subject or topic of training in regards to
organisation procedures.
Explain correct methods ad steps-by-step
procedure for lifting heavy items. Also
demonstrate the skills and steps to the trainee
to understand better. Describe each stage as we
go and emphasise on safety feature and main
points in regards to WHS. Describe position of
feet and boxes at the required height against
body.
Ask Xian to explain and demonstrate what has
been taught. As he explain ask questions-
correct steps in lifting and its significance in
relation to WHS.
Ask Xian to demonstrate the task step by step,
explaining what he is doing as he go on. As he
go observe and correct on the spot.
Examine and evaluate his competency. Did he
reach the objective? Is he performing well
against measurable standard.
Compliment for good jobs xian does and give
constructive feedback for drawbacks. Give a
suggestion for improvement. Encourage
positively.

Q8: What other details do you need to discuss and confirm with Xian if the coaching is not going to be
delivered immediately?
 Confirm and agree
 Time
 Location
 Context
 Content

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Q9: Choose one topic or step from your coaching plan and write how you will explain that topic/step
to Xian.
 Explain and demonstrate skills
 Demonstrate and explain steps in lifting heavy items at the same time. Also explain risk
associated with improper steps and methods while lifting.
 Show relevant picture and videos if possible.

Q10: What are two questions you can ask after explaining and demonstrating the correct procedure to
check Xian’s understanding?

 Ask Xian to explain the knowledge and skills in his own words.
 Ash him how to lift heavy items correctly with minimum risks

Q11: How much time should you allocate to this training session? Give a breakdown of the time
required for each stage of the coaching process and total time to be allocated.

Coaching stage Time allocation

Delivery of coaching session

Trainee to practise application of skills

Evaluation and feedback

Total time required for coaching

Q12: How can you allocate time to deliver coaching to Xian while still completing your duties?
 Plan and prioritise tasks. If the schedule is too tight, if I am behind schedule delegate tasks
and continue to undertake planned coaching session. Regularly cancelling the session leads
to frustration for everyone involved.

Q13: Xian has received coaching and has practised the skill several times. You observe that he initially
completed the procedure correctly, but is now tending to bend his back more each time he lifts or
lowers the boxes. He is completing all other steps as per the organisational procedure correctly,
especially when carrying the load from the delivery point to the storeroom.
You are about to give him feedback on his performance. Write what you will say to Xian when
giving him feedback.
 You have been doing great job and following all the procedures. It would be even better if
you could still try to avoid bending you back much.

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Q14: It’s two weeks later and you have been observing Xian move boxes of stock into the storeroom.
You are very pleased to see that he is using correct lifting and carrying techniques. However, this
is a larger than normal delivery with many boxes to be transferred to the storage area. It will take
him over an hour to transfer them all if he carries them individually. It will also be a physically
strenuous task. What supportive assistance or advice can you give him in this situation? Write
what you would say to Xian.
 How is going? How could you have done that better.

Q15: As the coaching is related to workplace health and safety procedures, a formal record of the
training must be kept. Complete the training evaluation and progress report with details about
Xian’s coaching.

Training evaluation and progress report 4 – Above standard

Trainee: 3 – Meets standard
Trainer: 2 – Improvement needed
1 – Unacceptable, more training
Date:
required
Objective of training/coaching:
0 – Not responding to training

Procedure/tasks Expected performance 0 1 2 3 4

Lifting boxes Positioning feet correctly

Holding the box in the correct position

Carrying boxes against the body and feet to change
direction
Move boxes of stock into the Wearing personal protective
storeroom equipment

Unloading boxes Follow correct WHS procedures

Trainer/coach comments:

Trainer coach signature: Date:

Trainee signature: Date:

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Q16: You conduct exactly the same coaching session with another relatively new employee, Renee, the
next time stock is delivered. This session doesn’t go as smoothly as Xian’s. Renee watches your
demonstration but has difficulty describing the steps and associated knowledge immediately afterwards.
You demonstrate and explain the procedure again and ask her to complete the task. She performs the
task but not to the required standard. She misses a number of details, such as positioning her feet
correctly, holding the box in the correct position against her body and using her feet to change direction.
You demonstrate and explain the process again and ask her to go through the steps verbally. Again, she
has difficulty describing the task. She performs the task to a higher standard in the next demonstration
but it is still not at the required standard.
What could be causing Renee to have difficulty verbally explaining and performing the task?

 She could be shy and lack of confidence

Q17: After discussing your concerns with a supervisor, you find out that Renee is shy and doesn’t like to
be put under pressure to learn or demonstrate new skills in front of her colleagues. What can you
do to help Renee successfully learn this important skill?
 Conduct needs assessment and discussion in private
 Take a softer, gentler approach to your coaching
 Watch for signs of how she is feeling.
 Let her ease gradually into new situations
 Give positive feedback more often than you might with other people.
 Make an effort to include her in conversations and decision-making processes. Ask for
her suggestions.

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