Bsbmgt517 manage operational plan assessment 2

Diploma Assignment

Assessment Resource Summary

Unit Details BSBMGT517 - Manage Operational Plan

Assessment Type

This is a summative assessment, which requires each student to have adequate practice prior to undertaking this

assessment.

Assessment Methods

Written Assessment (J)

Assessment 1 (Written Questions)

Case Study (D) Assessment 2.1; 2.2; 2.3 (Operational Plan development)

Third Party Report (F) Assessment 2.4 (Communications Strategy)

Last Modification Date May 2021

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

STUDENT COPY

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

BSBMGT517 - Manage operational plan Page 2 of 20

Unit Summary

This unit describes the skills and knowledge required to develop and monitor implementation of the operational plan to provide efficient and effective workplace practices within the organisation’s productivity and profitability plans. Management at a strategic level requires systems and procedures to be developed and implemented to facilitate the organisation’s operational plan. This unit applies to individuals who manage the work of others and operate within the parameters of a broader strategic and/or business plan. No licensing, legislative or certification requirements apply to this unit at the time of publication.

Prerequisite Units

There are no recommended pre-requisite units for this competency.

Co-requisite Units

There are no recommended co-requisite units for this competency.

Resources

Resources: Student Learner Guide, PowerPoint presentation, Sample Policies and Procedures and documents, Office equipment and resources, computer facilities with internet, including the “Student Resource Folder”, accessible for every student via Rhodes College intranet.

• Operational plan http://www.entrepreneurmag.co.za/advice/business-leadership/setting-up- systems/operational-plan

• Australian Consumer Law http://www.consumerlaw.gov.au

• Business.gov.au https://www.business.gov.au

• Equal employment opportunity & anti-discrimination http://www.business.gov.au/business- topics/employing-people/Pages/equal-employment-opportunity-and-anti-discrimination.aspx

• Business Plans Guide, 2010, ‘How to Prepare a Business Operations Plan’, The Business Planning Guide http://www.business-plans-guide.com/operational-plan.html

• Fair Work Ombudsman http://www.fairwork.gov.au

• IP Australia http://www.ipaustralia.gov.au

• Mind Tools http://www.mindtools.com

• Safe Work Australia http://www.safeworkaustralia.gov.au

APPENDICES

Note: Students, currently employed, are encouraged to bring their current employer’s policies and procedures and or relevant documents (with their employer’s permission) to use in their course work. This material must be reviewed prior to use by the Institute’s Trainer/Assessor. For students who are unable to bring adequate policies and procedures, the Institute will provide a practice set of documents.

http://www.entrepreneurmag.co.za/advice/business-leadership/setting-up-systems/operational-plan
http://www.entrepreneurmag.co.za/advice/business-leadership/setting-up-systems/operational-plan
http://www.consumerlaw.gov.au/
https://www.business.gov.au/
http://www.business.gov.au/business-topics/employing-people/Pages/equal-employment-opportunity-and-anti-discrimination.aspx
http://www.business.gov.au/business-topics/employing-people/Pages/equal-employment-opportunity-and-anti-discrimination.aspx
http://www.business-plans-guide.com/operational-plan.html
http://www.fairwork.gov.au/
http://www.ipaustralia.gov.au/
http://www.mindtools.com/
http://www.safeworkaustralia.gov.au/
RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

BSBMGT517 - Manage operational plan Page 3 of 20

ASSESSMENT 1 – WRITTEN ASSESSMENT

Student Name: ______________________________________________________________

Student ID No: ______________________________________________________________ Student Instructions:

1. Your answers should be on a separate document using word processing software such as MS Word & or other software (hand written submissions are only acceptable with prior approval from your Trainer)

2. Your document should be professionally formatted and include

a. Your Name

b. Your Student ID

c. Unit Code

d. Assessment Number (i.e. BSBMGT517 Assessment 1)

3. Please reference to each question number and retype each question with your answers

4. You must answer every question and provide enough information to demonstrate sufficient understanding of what has been asked to achieve competency. Please ask your Trainer/Assessor if you are unsure what is sufficient detail for an answer

5. Ask your trainer/assessor if you do not understand a question. Whist your trainer/assessor cannot tell you the answer, he/she may be able to re-word the question for you or provide further assistance based on the Institute’s “Reasonable Adjustment Policy”

6. Answers should be your own work, in your own words and not plagiarised, nor copied. However, if an answer is cut & pasted (such as a definition), then the source should be referenced

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

BSBMGT517 - Manage operational plan Page 4 of 20

Questions

1A Define the following key OPERATIONAL PLANNING terminology:

Budget

Business Plan

Coaching

Colleagues

Consultation

Contingencies

Contingency Plans

Employee Induction/Onboarding

External Stakeholders

Financial Information

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

BSBMGT517 - Manage operational plan Page 5 of 20

Human Resources

Intellectual Property

Internal Stakeholders

Mentoring

Operational Performance

Organisational Policies and Procedures

Performance Management System

Performance Monitoring Systems & Processes

Personnel

Policies and Procedures

Problem Solving

Productivity Plans

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

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Profit

Records

Recruitment

Resource Acquisition (or Talent Acquisition)

Resources

SMART Goals

Strategy

Strategic Plan

Supervision

Suppliers

Systems

Targets

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

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Work Teams

1B Explain the context of an operational plan.

2 List at least FIVE (5) elements that should be included in an operational plan.

3 List FOUR (4) benefits of workplace consultation.

4 What are Key Performance Indicators (KPIs)? Outline how they are an important part of the operational planning process.

5 What is the purpose of a business contingency plan?

6 List FOUR (4) possible risk treatment options in a contingency plan.

7 List TWO (2) alternative approaches to developing KPI’s.

8 List and outline what SMART goals are.

9 List FIVE (5) types of internal communication channels.

10 Outline the advantages and disadvantages of:

a. Internal Recruitment b. External Recruitment

11 What are intellectual property rights?

12 Outline at least THREE (3) methods that be used to gather data when appraising an employee’s performance.

13 List and outline at least THREE (3) external factors that can affect budget Information.

14 List and outline the types of legislation that may impact and influence an Operational Plan?

15 What organisational policies and procedures need to be considered when developing an Operational Plan?

16 List at least TWO (2) types of financial report that can be used to track progress and monitor performance.

17 List at least FIVE (5) situations that will require an initial, or an adjustment to an existing, operational plan.

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

BSBMGT517 - Manage operational plan Page 8 of 20

18 List at least FOUR (4) stakeholders with whom you would discuss research and analysis of resource requirements.

19 List 2 ways in which consultation with stakeholders may occur.

20 Why must your operational plan be approved before being implemented?

21 What needs to be considered when employing new staff or inducting staff into new roles to meet organisational requirements?

22 List at least FIVE (5) elements items you would include in an induction pack.

23 Explain the benefits to organisations of employee coaching and mentoring programs.

24 What time duration do operational plans cover in terms of organisational goals and objectives? Where would these goals and objectives come from?

25 Provide at least FOUR (4) examples of alternative resource usage, efficiency and waste programs you should investigate when creating your operational plan.

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

BSBMGT517 - Manage operational plan Page 9 of 20

Assessor Use Only

Attempt 1: Assessor Comments

 Satisfactory (S)  Not Satisfactory (NS) Assessor Signature: _______________________________ Date: __________________

Attempt 2: Assessor Comments

 Satisfactory (S)  Not Satisfactory (NS) Assessor Signature: _______________________________ Date: __________________

Attempt 3: Assessor Comments

 Satisfactory (S)  Not Satisfactory (NS) Assessor Signature: _______________________________ Date: __________________

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

BSBMGT517 - Manage operational plan Page 10 of 20

ASSESSMENT 2 - PROJECT - STUDENT INFORMATION This information is to be handed to each student to outline the assessment requirements.

Student Instructions:

1. You must complete the project and provide enough information to demonstrate sufficient understanding of what has been asked to achieve competency. Please ask your Trainer/Assessor if you are unsure what sufficient detail for an answer is.

2. Ask your Trainer/Assessor if you do not understand the project as he/she may be able to re-word the requirements for you or provide further assistance based on the Institute’s “Reasonable Adjustment Policy”.

3. The document you produce should primarily be your own words and not plagiarised, nor copied.

4. Material taken directly from other sources must be presented in quotation marks (“ “) and be suitably referenced

Each student will be required to undertake FOUR (4) Assessment Tasks in order to successfully complete this Project. Based on the Scenario below, the Project requires the student to demonstrate evidence of their ability to: Develop and implement an operational plan using a variety of information sources and consultation (including using specialist advice if required) which includes:

▪ resource requirements ▪ key performance indicators ▪ monitoring processes ▪ contingency plans

Communicate effectively with relevant stakeholders to explain the plan and supporting information, seek approvals, negotiate variations and engage work teams Develop and implement strategies to achieve the operational plan within the organisation’s policies, practices and procedures including:

▪ recruiting, inducting and developing personnel ▪ acquiring physical resources and services ▪ protecting intellectual property ▪ making variations to the plan ▪ monitoring and documenting performance.

Students can work either individually or together in teams of up to TWO (2) students for the Case Study Project component of this assessment. Each student must submit their own version of the assessment project.

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

BSBMGT517 - Manage operational plan Page 11 of 20

SCENARIO You are the manager of a new Australian owned business that manufactures a range of canned fruit and vegetable products. The products are sold to a variety of retail outlets including two large supermarket chains. Your organisation has adopted a policy of only purchasing fruit and vegetables from Australian farmers. All of your products will be marketed under the brand name “OZeeFOODS”. Your business is financially supported by three investors who have provided $2,000,000 to start the company. You want to become known as an employer of choice. ASSESSEMENT TASK ONE: DEVELOP AN OPERATIONAL PLAN 1. As part of the successful operation of any business it is important to develop plans which will

drive direction and support the business in achieving its goals and objectives. You are therefore required to undertake research and develop an Operational Plan for the above organisation, or an alternative as agreed with your assessor. Your plan will need to consider the following elements:

• Outline of the purpose of the operational plan in relation to “OZeeFOODS”.

• Research, analysis and list the resources that you will require for this plan and where you will source them including goods and services to be purchased and/or ordered, human, physical and current and future financial resources.

• Discuss with whom you would consult in developing your plan and on an ongoing basis. Including how and when will you conduct the consultations

• Discuss who will need to approve your plan, how you will obtain their approval and how you will inform the teams so that they understand and can implement the plan

• What are your key performance indicators and what process do you measure to see if you are progressing toward the goals at the planned rate?

2. You are also required to complete and include a contingency plan to account for a damaging

hailstorm that could destroy most of the tomatoes that you would normally purchase for canning. (Appendix 1)

ASSESSEMENT TASK TWO: OPERATIONAL PLAN RESOURCES STRATEGY

1. In order to operate successfully you will need to recruit 50 staff across a variety of roles. Outline each of the major steps, e.g. recruiting, training on resources, communication) to obtain the required workforce and what needs to be achieved at each step. Remember to Include the processes that will need to be put in place to successfully induct them into the workplace and for ongoing development of personnel including mentoring and coaching.

2. Describe your planned strategies for acquiring physical resources and services, if necessary, to the implementation of your plan.

3. Protecting the organisations intellectual property is also critical. You will therefore need to outline what process you will need to take to adopt to ensure that you can use and exclusively maintain the brand name “OZeeFOODS”.

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

BSBMGT517 - Manage operational plan Page 12 of 20

4. In the summary of the operational environment, outline the policies and procedures that will need to be considered in the directly relate to the operational plan

ASSESSEMENT TASK THREE: IMPLMENTATION STRATEGY AND ACTION PLAN

You are now required to provide an update of your Implementation strategy - based on the criteria

below and develop an action plan using the Action plan template at Appendix 2.

1. Budgetary and financial performance

2. In Q1 you developed systems and processes to measure the key performance

indicators of your plan. Describe how you will monitor and review each in terms of

expected productivity, profit plans and targets

3. Detail how you would identify underperformance in staff and how you will manage this

to coach and support them

4. Regular performance management of staff and lodgement of records with the hr

manager.

5. An analysis of milestone achievement and performance against targets

6. Dates and resources for monitoring and review of activities

7. If you see areas requiring variations to the plan, who would you refer this to and by

what means

8. The development and implementation of document storage processes in line with

organisational requirements

9. Two recommendations for operational improvement for “OZeeFOODS”.

ASSESSEMENT TASK FOUR: COMMUNICATIONS STRATEGY

Effective communication is the foundation of successful organisational and management planning

programs and processes. It is vitally important that a Communications Strategy is included as part

of the planning process and incorporates the following elements:

▪ Outline of each of the relevant and key stakeholders and what their roles are

▪ Summary of the key elements of the Operational plan and what supporting information is

available

▪ The internal processes required to seek approval for the plan and who will sign it off

▪ The internal procedure for negotiating variations to the plan

▪ Strategies to be adopted to engage each of the work teams effected by the Operational

plan

You will be required to create a Communication Strategy document (using the above criteria) in

Microsoft PowerPoint format. You should present your strategy document to another colleague/s

outside of your work team and once delivered, have them complete the attached Third Party

Feedback form which each team member should include with their submission.

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

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DOCUMENTATION TO BE SUBMITTED to complete this Assessment: 1. Assessment Task 1 – Operation Plan written document 2. Assessment Task 2 – Operation Plan Resources Strategy document 3. Assessment Task 3 – Implementation plan and Strategy document 4. Assessment Task 4 – Communications Strategy PPT 5. Assessment Task 4 – Third Party Feedback Form

Your submission must be prepared using business software such as Microsoft Word or similar software with a hard copy needs to be provided to your assessor. (Hand written submissions are only acceptable with prior approval from your trainer)

Your documents should be professionally formatted and include:

a. Your Name

b. Your Student ID

c. Unit Code

d. Assessment Number (i.e. BSBMGT517 Assessment 2)

Resources: Refer to Resources section at Page 2.

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

BSBMGT517 - Manage operational plan Page 14 of 20

ASSESSMENT 2 – ASSESSOR CHECKLIST This checklist is to be used when assessing the students in this task. The checklist is to be completed for each student. Please

refer to separate mapping document for specific details relating to alignment of this task to the unit requirements.

Each task on this checklist must be found Satisfactory, to mark the assessment outcome as “Satisfactory”.

Please complete below

Student Name:

Student ID No:

TASK 1 - Did the student develop an Operational Plan that included:

Attempt 1:

___________ (Date)

Satisfactory

Attempt 2:

__________ (Date)

Satisfactory

Attempt 3:

__________ (Date)

Satisfactory

Purpose of the operational plan  Yes  No  Yes  No  Yes  No

Research, analyse and list the resources  Yes  No  Yes  No  Yes  No

Stakeholders to be consulted in developing the plan

 Yes  No  Yes  No  Yes  No

Process of approval for the plan and how teams will be informed

 Yes  No  Yes  No  Yes  No

Key performance indicators and what process

 Yes  No  Yes  No  Yes  No

A contingency plan for loss of raw materials (tomatoes)

 Yes  No  Yes  No  Yes  No

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

BSBMGT517 - Manage operational plan Page 15 of 20

TASK 2 - Did the student develop an operational plan resources strategy that included:

An outline of recruitment processes  Yes  No  Yes  No  Yes  No

An outline of the policies and procedures that directly relate to the operational plan including:

• linking the recruitment and induction policy to the tasks of investigating resourcing needs,

• linking the performance management policy to the tasks of:

o engaging employees in buy-in of organisational goals

o managing the provision of employee incentives for performance in areas relevant to operational and strategic goals

o achieving budget restraint through performance management processes

• linking the procurement policy with the task of researching potential new suppliers

 Yes  No

 Yes  No

 Yes  No

 Yes  No

 Yes  No

 Yes  No

 Yes  No

 Yes  No

 Yes  No

 Yes  No

 Yes  No

 Yes  No

 Yes  No

 Yes  No

 Yes  No

 Yes  No

 Yes  No

 Yes  No

Planned strategies for acquiring physical resources

 Yes  No  Yes  No  Yes  No

Indicate how OZeeFOODS brand will be protected

 Yes  No  Yes  No  Yes  No

TASK 3 - Did the student include an implementation strategy and action plan that included

Budgetary and financial performance  Yes  No  Yes  No  Yes  No

Monitor and review each in terms of expected productivity, profit plans and targets

 Yes  No  Yes  No  Yes  No

Underperformance in staff  Yes  No  Yes  No  Yes  No

Performance management  Yes  No  Yes  No  Yes  No

Milestone achievement  Yes  No  Yes  No  Yes  No

Dates and resources for monitoring  Yes  No  Yes  No  Yes  No

Variations to the plan  Yes  No  Yes  No  Yes  No

Document storage processes  Yes  No  Yes  No  Yes  No

Two recommendations  Yes  No  Yes  No  Yes  No

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

BSBMGT517 - Manage operational plan Page 16 of 20

TASK 4 - Did the student develop a Communications strategy that included:

Outline of each of the relevant and key

stakeholders and what their roles are  Yes  No  Yes  No  Yes  No

Summary of the key elements of the

Operational plan and what supporting

information is available

 Yes  No  Yes  No  Yes  No

The internal processes required to seek

approval for the plan and who will sign it off

 Yes  No  Yes  No  Yes  No

The internal procedure for negotiating

variations to the plan  Yes  No  Yes  No  Yes  No

Strategies to be adopted to engage each of

the work teams effected by the Operational

plan

 Yes  No  Yes  No  Yes  No

A Communications Strategy document In MS PPT

 Yes  No  Yes  No  Yes  No

Provided a completed Third Party Feedback Form from other colleague/s outside of the work team

 Yes  No  Yes  No  Yes  No

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

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Assessor Use Only

Attempt 1: Assessor Comments

 Satisfactory (S)  Not Satisfactory (NS) Assessor Signature: _______________________________ Date: __________________

Attempt 2: Assessor Comments

 Satisfactory (S)  Not Satisfactory (NS) Assessor Signature: _______________________________ Date: __________________

Attempt 3: Assessor Comments

 Satisfactory (S)  Not Satisfactory (NS) Assessor Signature: _______________________________ Date: __________________

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

BSBMGT517 - Manage operational plan Page 18 of 20

Appendix 1: Contingency plan template

Contingency Plan

Company name:

Name of person developing the plan:

Who was consulted as part of this plan?

Name/s Position

Risk identified:

Strategies/activities to minimise the risk By when By whom

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

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Appendix 2: Action Plan Template

Milestone: Action and/or objective (to achieve operational aims of physical & human resourcing)

Date Person responsible Budget & resources

RTO No: 21870 CRICOS Provider Code: 02992E

ABN: 39 122 778 563

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Appendix 3: Communications Strategy Third Party Feedback form

Date: Observer Name:

Time:

Communications Strategy proposal for:

Team Members:

Did the workgroup present a Communications Strategy that included:

Outline of each of the relevant and key stakeholders and what their roles in the team are

 Yes  No

Summary of the key elements of the Operational plan and what supporting information is available

 Yes  No

The internal processes required to seek approval for the plan and who will sign it

off

 Yes  No

The internal procedure for negotiating variations to the plan

 Yes  No

Strategies to be adopted to engage each of the work teams effected by the Operational plan

 Yes  No

Any other feedback/comments regarding the Communications Strategy

Observer’s Name: Signature: Date:

Candidate’s Name: Signature: Date: