Simulated workplaceCAQA Meridian Business Group is a fictional business created by CAQA for training and assessment. It is not a real company and no person, client or record here is real.About this simulation
BSBCAQA MeridianSimulated workplace
Simulated workplace
Scenario · Client Advisory

Lead the advisory team through operational planning and a team meeting

You are the Advisory Practice Lead.

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The situation

What has happened

A confidential grievance about uneven workload in the advisory team is being handled by people services, but the General Manager has recognised that the underlying issue is real: the team of eleven carries more retainers than it can serve well and the allocation has grown by habit rather than design. Client satisfaction is still high but reports have started to slip and after hours work is common. The General Manager wants an operational plan for the next two quarters, a properly run team meeting to agree how work will be allocated and reviewed, and a simple improvement cycle so the leadership team can see whether the change is working. The psychosocial hazard is recorded in the risk register.

Your brief. Analyse the team's workload and performance data, develop an operational plan with clear allocation rules and measures, plan and chair a team meeting that engages the team in the decisions, record the outcomes and set up a continuous improvement cycle with review points.
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Tasks

Deliverables

  • Workload analysis
  • Operational plan
  • Meeting agenda and chairing approach
  • Meeting minutes with decisions and actions
  • Updated register and client records and improvement cycle design

Documents to use

Systems to use

Client Relationship Manager

Holds every client and prospect with their segment, service line, engagement value, contacts and the log of interactions and actions.

Risk and Compliance Register

Holds Meridian's risks, incidents, audit findings and compliance obligations with ratings, owners, treatments and review dates.

Human Resources Requests

Records leave, recruitment, onboarding, performance, grievance and payroll requests for Meridian staff and for client employees serviced by people services.

For trainers and assessors

Units of competency

Current on training.gov.au for the Business Services Training Package as at 10 September 2026.

BSBLDR523Lead and manage effective workplace relationships
BSBTWK502Manage team effectiveness
BSBTWK503Manage meetings
BSBOPS502Manage business operational plans
BSBSTR502Facilitate continuous improvement

Qualifications

BSB50420Diploma of Leadership and Management
BSB50120Diploma of Business
Assessor notes

What to look for

Evidence guide

The analysis must use the data and reach a fair conclusion about the causes of uneven load. The plan must contain measurable objectives and practical allocation rules. The meeting plan and chairing approach must show respect for confidentiality and a method for handling disagreement. Minutes must record decisions and dated actions. The improvement cycle must be simple enough to run monthly and linked to the risk register treatment.

The student's evidence summary lists every record they created or changed in the systems named above, their notes and the tasks they ticked. Verify it against the deliverables and your own assessment tool.