Induction Welcoming (managing director) Introduction to Industry Overview of organization Organizational chart Mission Statement Work activities Introduce staff Expectations professional conduct & ethics (& confidentiality) employability skills Structure of workplace learning during the week Performance appraisal Significance of ongoing professional development (incl research skills) Managing director’s speech (& power point slides) An observation sheet each day for managers to record students’ performance 9.15 to 10.00 (45 minutes) Explain briefly the importance of employability skills and how they are incorporated in the structure of the week’s learning (so that students have a clear purpose of the activities and work throughout the week) Activity Getting to know you (Ice breaker) Activity or materials 10.00 to 10.15 (15 minutes) Morning tea 10.00 to 10.30 (15 minutes) Managing director walk round and talk to students individually Office Manager briefing Housekeeping Dress code Employability skills Complete work log Tea and lunch breaks Organisational policies & procedures Work Health and Safety manual Sustainable work practice Site tour Office manager’s speech (& power point slides) Company policies & manuals Organisational policies & procedures (to show on screen) Company’s dress code policy 10.30 to 11. 30 (1 hour) Housekeeping (such as punctuality, no personal activities, surfing internet phone calls during work hours) Dress code Employability skills Explain each one with examples and relate them to the week’s work. Monday (cont’d) Resources Estimated Time Notes Office Manager briefing (cont’d) (cont’d from previous page) Work Health & Safety Students perform work area and workstation WHS Fire drill (optional) Workstation WHS checklist Evacuation map and procedures 11. 30 to 12.00 (30 minutes) Use checklist from WHS class Use college map and procedures Lunch 12.00 to 12.30 (30 minutes) Training 1 General office skills - equipment basics & maintenance - scanning, photocopying 12.30 to 1.00 (30 minutes) Show & tell - students are expected to write notes (develop good work habits as in the real workplace) Training 2 Communication General Verbal communication activity sheet (optional) 1.00 to 2.00 (1 hour) Role play is effective
Professional telephone skills Reception duties (client service) Professional telephone etiquette training materials Phone messages pad Step by step transfer guidelines (if applicable) a list of names and extension numbers (for transfer calls) One manager has to be at one of the extensions to take transferred If New Staff Activities Checklist is used, manager signs where applicable to show they have completed the training (for human resources record) Team work Tax/Accounting Manager’s Purpose & Context professional development Requirement research on a topic and make a 20 minute presentation to managing director, managers and colleagues on day 5) Tax/Accounting Manager’s speech (power point slides optional) Team allocation list with assigned topic Team building activity sheet or material Tea break rosters and reception rosters (post them on notice board for students to plan and manage their work activities) Meeting room booking 2.00 to 2.30 (30 minutes) To explain the significance and benefits of team work in the workplace team work basics team work requirement Afternoon tea 2.30 to 2.45 (15 minutes) Monday (cont’d) Resources Estimated Time Notes Team work(cont’d) Assign teams, topics and conduct team building activity (3 students per team) Students start team work organize, prioritise, plan, book meeting room, research etc (cont’d from previous page) 2.45 to 3.00 (15 minutes) 3.00 to 4.45 (1 hour & 45 minutes) Context of the team work - In this simulation, the workplace is a tax firm, so each team is assigned with a tax topic to research on the basics and by presenting the topic, everyone learns 5 topics as part of their professional development - can use topics such as sustainable work practices
Individual wrapping up Complete work log and workplace journal Tidy work area work log in their document wallets workplace journal 4.45 to 5.00 (15 minutes) Tuesday Resources Time Notes General Housekeeping 9 to 9.15 (15 minutes) Training 3 (Total time 3 hrs) Computerised accounting (MYOB) Overview Set up company file Banking (process cash transactions & reconcile) Computer training materials 9.15 to 10.45 (1 ½ Use examples from MYOB subject and customised with company logo etc Morning tea 10.45 to 11.00 (15 minutes) Training 3 Computerised accounting (MYOB) activities and exercises Computer training materials 11.00 to 12.30 (1 ½ hours) Use exercises from MYOB subject and customised with company logo etc Lunch 12.30 to 1.00 (30 minutes) Individual work Work on client’s file (Each student is assigned a ‘client’s’ file) Set up file Process cash transactions & reconcile using MYOB (apply skills learnt from training 3) Reception duties (45 minutes each) phone walk in clients (optional) General office duties as assigned by office manager (such as scanning, copying, filing, mail registering) Team work prepare for presentation Rosters posted on notice board on Monday. Client file Use either actual source documents, or manual cash book, or source documents from textbook exercises Reception rosters posted on notice board on Monday. Arrange and write script for staff to act as walk in clients (a few) (optional) Meeting room booking sheet 1.00 to 4.45 (3 ¾ hours) Students are expected to prioritise, plan and manage time for individual and team work and their tea breaks according to the roster Students refer to rosters on notice board. Ideally each student should work on a different one Alternatively, prepare two or several different sets and assign a different client name to each file. Students refer to rosters on notice board. Students place client file and printed
Afternoon tea Roster (posted on notice board) a filing cabinet with filing folders some publications for sorting and filing mail register sheets and some mail (preparation of envelopes etc could be time consuming) reports in client folder at the end of each day Publications e.g. brochures, booklets from ATO or professional associations. Can also talk to he Business Services section for relevant resources Individual wrapping up Complete work log and workplace journal Tidy work area 4.45 to 5.00 (15 minutes) Wednesday Resources Estimated Time Notes General Housekeeping 9 to 9.15 (15 minutes) Training 4 time 2 hrs) Computerised accounting (MYOB) Inventory, sales & purchases basics (process invoices and credit notes) activities and exercises Computer training materials 9.15 to 10.30 (1 ¼ can extend to a total of 3 hours Keep to process invoices and credit notes basics Use examples and exercises from MYOB subject and customised with company logo etc Morning tea 10.30 to 10.45 (15 minutes) activities and exercises (cont’d) 10.45 to 11.30 (45 minutes) 10.45 to 12.30 1 hour & 45 minutes if extending to 3 hours total Students start working on individual and team work. New addition to general office duties set up a central pool of unassigned office work such recycling, shredding, sorting, binding for students to work on a volunteer paper for sorting, recycling and shredding materials for binding 11.30 to 12.30 (1 hour) This can start after lunch if the MYOB training is extended to 3 hours Start keeping materials for sorting, recycling and shredding in the section Useful to check with other sections if they have binding work or materials for recycling if not, use some old books Lunch 12.30 to 1.00 (30 minutes) Individual work Work on client’s file Process & purchases transactions using MYOB (apply skills learnt from training 4) Reception duties (45 minutes each) phone walk in clients unassigned list of office work Client file Use either actual source documents, or source documents from textbook exercises 1.00 to 4.45 (3 ¾ hours) Students are expected to prioritise, plan and manage their time for individual and team work and work around their tea breaks according to the roster
Team work prepare for presentation Afternoon tea Roster (posted on notice board) Individual wrapping up Complete work log and workplace journal Tidy work area 4.45 to 5.00 (15 minutes) Friday Resources Estimated Time Notes General Housekeeping 9 to 9.15 (15 minutes) Self performance appraisal Individual Team Appraisal forms 9.15 to 9.45 (30 minutes) observation notes provided to human resource manager to use in performance appraisal. Formal performance appraisal approximately 10 minutes for each student conducted by the human resource manager & office manager students have the opportunity to provide their feedback Team work prepare for presentation while taking turn for the performance appraisal (Morning tea break is on roster) Performance appraisal notes (prepared from notes made during the week) Morning tea roster 9.45 to 12.30 (2 ½ Ideally there should be two managers conducting the appraisal – the human resource manager and one of the other two managers The prepare for presentation while taking turn for the performance appraisal and for morning tea 12.30 to 1.00 (30 minutes) Managing director has informal conversation with each group. (optional) 1.00 to 1.30 (30 minutes) The purpose is for - the managing director to assess changes/improvement in students’ professional behaviour, communication skills etc after a week’s of workplace learning - enhance the students’ workplace experience Presentation (Team 1 & 2) Managing director provides comments after each presentation A simple form for managing director and each manager to notes to 2.30 (1 hour) On the form - team number, members and topic allow time for setup & overrun Afternoon tea 2.30 to 2.45 (15 minutes)
Presentation (Team 3, 4 & 5) 2.45 to 4.15 (1 ½ hours) Award Announcement (& Prizes) e.g. Staff of the week Best team (management) Best team (presentation) Merit Certificates Prizes (such as some candies) 4.15 to 4.30 (15 minutes) awards e.g. Best manner Improvement Quiet Achiever Individual wrapping up Complete work log and workplace journal Tidy work area 4.30 to 5.00 (30 minutes)