Example Workforce Plan
Name of Work Team: / CPS Real Estate - Real Estate Sales TeamDepartment/Area: / Property Management/Sales
Summary of required competence /
Relevant Units / No. required / Staff /
Michael / Jane / Elizabeth / David / Dean /
CPPDSM4007A Identify legal and ethical requirements of property management to complete agency work / 5 / ü / ü / ü / ü / ü
CPPDSM4008A Identify legal and ethical requirements of property sales to complete agency work / 5 / ü / ü / ü / ü / ü
CPPDSM4009A Interpret legislation to complete agency work / 5 / ü / ü / ü / ü / ü
CPPDSM4015A Minimise agency and consumer risk / 5 / ü / ü / ü / ü / ü
CPPDSM4080A Work in the real estate industry / 5 / ü / ü / ü / ü / ü
CPPDSM4001A Act as a buyer’s agent / 5 / ü / ü / ü / ü / ü
CPPDSM4003A Appraise property / 5 / ü / ü / ü / ü / ü
CPPDSM4004A Conduct auction / 5 / ü / ü / ü / ü / ü
CPPDSM4005A Establish and build client-agency relationships / 5 / ü / ü / ü / ü / ü
CPPDSM4006A Establish and manage agency trust accounts / 5 / ü / ü / ü / ü / ü
CPPDSM4010A Lease property / 5 / ü / ü / ü / ü / ü
CPPDSM4011A List property for lease / 5 / ü / ü / ü / ü / ü
CPPDSM4012A List property for sale / 5 / ü / ü / ü / ü / ü
CPPDSM4013A Market property for lease / 5 / ü / ü / ü / ü / ü
CPPDSM4014A Market property for sale / 5 / ü / ü / ü / ü / ü
CPPDSM4016A Monitor and manage lease or tenancy agreement / 5 / ü / ü / ü / ü / ü
CPPDSM4017A Negotiate effectively in property transactions / 5 / ü / ü / ü / ü / ü
CPPDSM4018A Prepare and present property reports / 5 / ü / ü / ü / ü / ü
CPPDSM4019A Prepare for auction and complete sale / 3 / ü / ü / ü
CPPDSM4022A Sell and finalise the sale of property by private treaty / 5 / ü / ü / ü / ü / ü
CPPDSM4049A Implement maintenance plan for managed properties / 5 / ü / ü / ü / ü / ü
CPPDSM4056A Manage conflict and disputes in the property industry / 5 / ü / ü / ü / ü / ü
BSBRKG304B Maintain business records / 5 / ü / ü / ü / ü / ü
BSBSBM406A Manage small business finances / 5 / ü / ü / ü / ü / ü
Notes
All sales people work as part of a team and require the competencies listed above. Business planning process has shown that auctioneering skills are going to be all.
Summary of skills gaps
Units / No. requiring training / Staff
Michael / Jane / Elizabeth / David / Dean
CPPDSM4007A Identify legal and ethical requirements of property management to complete agency work / 2 / ü / ü / ü
CPPDSM4008A Identify legal and ethical requirements of property sales to complete agency work / 2 / ü / ü / ü
CPPDSM4009A Interpret legislation to complete agency work / 2 / ü / ü / ü
CPPDSM4015A Minimise agency and consumer risk / 2 / ü / ü / ü
CPPDSM4080A Work in the real estate industry / - / ü / ü / ü / ü / ü
CPPDSM4001A Act as a buyer’s agent / 3 / ü / ü
CPPDSM4003A Appraise property / 2 / ü / ü / ü
CPPDSM4004A Conduct auction / 3 / ü / ü
CPPDSM4005A Establish and build client-agency relationships / - / ü / ü / ü / ü / ü
CPPDSM4006A Establish and manage agency trust accounts / 3 / ü / ü
CPPDSM4010A Lease property / 1 / ü / ü / ü / ü
CPPDSM4011A List property for lease / 1 / ü / ü / ü / ü
CPPDSM4012A List property for sale / 1 / ü / ü / ü / ü
CPPDSM4013A Market property for lease / 2 / ü / ü / ü
CPPDSM4014A Market property for sale / 2 / ü / ü / ü
CPPDSM4016A Monitor and manage lease or tenancy agreement / 2 / ü / ü / ü
CPPDSM4017A Negotiate effectively in property transactions / 2 / ü / ü / ü
CPPDSM4018A Prepare and present property reports / 2 / ü / ü / ü
CPPDSM4019A Prepare for auction and complete sale / 3 / ü / ü
CPPDSM4022A Sell and finalise the sale of property by private treaty / 3 / ü / ü
CPPDSM4049A Implement maintenance plan for managed properties / 1 / ü / ü / ü / ü
CPPDSM4056A Manage conflict and disputes in the property industry / 2 / ü / ü / ü
BSBRKG304B Maintain business records / - / ü / ü / ü / ü / ü
BSBSBM406A Manage small business finances / 3 / ü / ü
Summary of Workforce Planning Strategies
Strategy / Priority / Date due / Action
1. Develop individual training plans for identified existing staff / High / 20 May 2009 / Michael
2. Implement training plans with workplace coach and registered training organisation / High / June 2009 / Jane
3. Evaluate team skills against business objectives / Medium / December 2010 / Michael
ãCommonwealth of Australia 2009