Document the concept and original content detail

Instructions to Students:

Student name:

BSBMGT517 – Assessment

BSBMGT517 – Assessment

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1. How do operational plans help an organisation achieve its strategic and business goals?

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	x

1.

2. To what degree should you involve others in the planning process for an operational plan?

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Name: BSBMGT517 – Assessment	Version: V.2019.1	Last Reviewed: January 2019

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What do we need? What do we have? What are the gaps? How do we fill the gaps?	☐
Are financial resources readily available? Do human resources need further training? What are the purchasing processes for physical resources?	☐
	x

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They provide up-to-date feedback on the business’s progress towards achieving organisational goals.	☐
They enable the business to monitor progress towards the plan’s targets and outcomes.	x
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	x
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7. What is the purpose of contingency planning?

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Name: BSBMGT517 – Assessment	Version: V.2019.1	Last Reviewed: January 2019

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Quantities required, method of acquisition, supplier quotations and how delivery times affect the operational plan’s timelines.	☐
The resource’s role in the operational plan, how it is to be acquired and any factors that influence its acquisition.	x
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They regulate the wording of advertisements, selection criteria used and terms and conditions of employment.	x
They ensure recruitment processes follow set guidelines, use standardised documentation and all job applicants receive a full company disclosure statement.	☐
	☐

BSBMGT517 – Assessment

11. Your workplace has an HR department and extensive HR policies and procedures. Based on your oper-ational plan’s needs, you want to recruit a specialist technician on a three-month fixed contract. How do you ensure the best person is recruited according to organisational policies and procedures?

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12. You are the project manager in charge of implementing a business-wide operational plan. Which of the following is a strategy you can use to ensure employees are inducted into the organisation ac-cording to organisational policies and procedures?

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	x
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13. You need to acquire a large electrical generator for a two-week period to allow the business to con-tinue operating while work is completed on major power cables into the business. What’s the best method of acquiring this physical resource?

1.

Name: BSBMGT517 – Assessment	Version: V.2019.1	Last Reviewed: January 2019

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BSBMGT517 – Assessment

1.

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They dictate staff purchasing processes, preferred suppliers and formats for quotations and invoicing arrangements.	☐

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To evaluate and respond to potential issues and trigger contingency plans.	☐
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	x

18. Why is the first step in monitoring performance to compare actual against planned performance?

19. Why is the cash flow budget an important monitoring and evaluation tool for operational plans?

It evaluates the amount of cash and other funding used by the operational plan in the acquisition of all physical, human and financial resources.	☐
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	x

20. One of the IT Help Desk call centre’s goals was to increase the number of calls an operator processed per hour. They budgeted for a 5% increase in calls per hour. After two months, the call rate reached the 5% target. However, customer complaints were up by 15% and the number of cases that were not resolved during the first call was up 21%. Which of the following best matches your interpretation of these performance results?

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BSBMGT517 – Assessment

Name: BSBMGT517 – Assessment	Version: V.2019.1

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	x
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Make all necessary equipment purchases, as any financial shortcomings will be offset by revenue earned after opening.	☐

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Develop practical, hands-on training programs that enhance current skills and knowledge.	☐
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	x
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BSBMGT517 – Assessment
Name: BSBMGT517 – Assessment

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Obtain all performance data and comparisons to objectives, and prepare a detailed report outlining recommendations, adjusted timelines and contingency plans.	x

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Name: BSBMGT517 – Assessment	Version: V.2019.1

Learner task guide and evidence

This project is made up of three (3) components – Task 1B, Task 2B and Task 3B (refer flow chart). The information provided within this task and responses to each task will be used as a basis for completing Task 2B and 3B when directed (separate documents).

Name: BSBMGT517 – Assessment	Version: V.2019.1

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TASK 3B	Stage 11

Stage 12

Information about the business is in the ‘Additional Resources’ folder in the Student LMS.

If there is insufficient information angfisher organisational or operational details to allow you to

In this task you are required to do the following:

Stage 2 2.1 requires you toidentify physical resources required to undertake and complete opera-
tional plan	activities

Project background information

One of Kingfisher Garden Centre’s business goals is to take back responsibility for web-based marketing processes from their current external contractor. This requires the marketing department to employ two new team members to join their team. However, their current office space is full with no room for the new employees. A new, larger office area has become available in a different section of the head office building.

• • • •	Five telephones (sitting on the floor) One small round conference table with four chairs One large wall-mounted whiteboard Sufficient power points, telephone and internet connections for twelve office desk locations plus additional, general use power points in the communal office area.
• • • •		Version: V.2019.1	Last Reviewed: January 2019

The new office space has a separate glass walled office area, which is allocated to the marketing manager. In addition to a desk, chair and filing cabinets, the manager needs a small colour printer, wall-mounted whiteboard for planning, open wall cabinet or display shelving and a small meeting table and chairs that seats four people.

The marketing team each need standard office equipment – a desk with drawers, chair, telephone and waste bin.

Name: BSBMGT517 – Assessment	Version: V.2019.1	Last Reviewed: January 2019

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	Web development and support coordinator
	•	Design and produce select online marketing materials for website, social media, email and

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	•	Create web pages from concept adhering to best practice
	•	Manage web and print catalogue mail-outs
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	material and online content
	•	Assist in the concept and design of national marketing campaigns

Initial planning meeting summary
You had an informal meeting with the marketing manager to start the planning process. Read the summary notes.

Name: BSBMGT517 – Assessment	Version: V.2019.1

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Lift internal passage Door entrance, glass side panel P x 2

27.5m
P x 2

TIP x 2	TIP x 2

External window

P x 2

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Section 2: Activities

Strategy	Actions/Activities	Wor k plan no.		HumanResources requiremnts	Timelines
Strategy	Actions/Activities	Wor k plan no.		HumanResources requiremnts
	1. research 2. ask for the supplier 3. control the budget	1

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BSBMGT517 – Assessment

BSBMGT517 – Assessment

Section 3: Performance and risk management

Strategy	Performance measurement			Risk management
	KPI			Identif ied risks		Cont. plan no.
Planning of physical resources				the cost is over the budget	3	1
Purchase of physical resources		purchase order reports or invoices	Records and analysis of purchase invoices		3	2

Strategy	Action/Activity	Performance measurement			Risk management
Transfer strategies and action/ activities from Section 2: Activities		KPI	Data sources		Identif ied risks
	1. clean the office area 2. make an detailed inspection before setting in 3. consider the neighborhood	clean and prepare for the office area prior to the commence ment of stage on June 4				1	3
	1. need enough people carry some stuff 2. plan for coverage during the move 3.			site inspection by manager	the larger equip ment is not ready	2	4
				Records and analysis of interviews reports	cannot recruit the right marke ting emplo yees	3	5
				Records and analysis of quality documentat ion reports	cannot establi sh the relatio nship	2	6

Q2: At this point in the planning process, who do you need to consult about physical resource re-

quirements? Why should they be consulted and what method (s) could you use to consult with them?

Satisfactory ☐ Unsatisfactory ☐

2.

BSBMGT517 – Assessment

Then, complete the ‘Resources required’ column in Section 2: Activities of your operational plan by listing the physical resources required for each activity. Don’t forget to save your updat-ed plan when done.

Name: BSBMGT517 – Assessment	Version: V.2019.1

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‘No. It doesn’t have to be one of those high, formal type ones but it would be good if my desk Page| 33
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BSBMGT517 – Assessment
Name: BSBMGT517 – Assessment

Marketing manager resources email


	To:	Project coordinator



Hi, Yes, I had a quick look at the space yesterday. It’s a good size. Certainly, better than where we are at the moment. Please see if the budget will allow Sam to have a sit/stand desk. If not, then a well-designed ergonomic chair. Have a look at the one Kosta in Purchasing uses. Keep me posted on your progress.
Have you been able to physically inspect the area since our first meeting? Please let me know if you or the team have any additional needs or queries.

BSBMGT517 – Assessment
3.	Research potential suppliers of the required physical resources to gain an understanding of the
following information.
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•

Satisfactory ☐ Unsatisfactory ☐

Stage 3 – Identify and document human resource needs

Name: BSBMGT517 – Assessment	Version: V.2019.1

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	Why	Method(s)

	Employees know what kind of colleagues they need or not	meeting

	Supplier have the experience to discuss the details	email

Stage 4 – Develop timelines and prioritise tasks

The National Marketing Manager has established a timeframe for planning, implementing and completing the operational plan. The manager wants all activities and expenses to be finalised by the end of the financial year (30th June) at the very latest.

1.	•	Prioritise and sequence the plan’s activities.
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	•	Update Section 2: Activities of your operational plan to show the number of days calculated and
	•	anticipated completion dates for each activity.

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BSBMGT517 – Assessment

Name: BSBMGT517 – Assessment	Version: V.2019.1

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1.

Satisfactory ☐ Unsatisfactory ☐

BSBMGT517 – Assessment
3.	Using the template, develop a contingency plan for one of the risks identified in 6.1.

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•	The proposal should include the following information:
o		The resource’s role in the operational plan.
o
o
o
o
•	Attach relevant supporting information from the research conducted in 2.3 to your pro-
posal.
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			Version: V.2019.1	Last Reviewed: January 2019

Date: June 12

from, before implementing the plan?

National marketing Manager


Satisfactory ☐
Q2:	Where could you find out about the correct format for the operational plan proposal and approval

processes?

Q3:	Satisfactory ☐
Q3:

Satisfactory ☐	Unsatisfactory ☐

•
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	Yes	No
	x	☐
	x	☐

TASK 2B

Candidate task guide and evidence
This task requires you to plan, acquire resources for and monitor an operational plan.

Candidate instructions
This project is made up of three (3) components –Task 1B, Task 2B and Task 3B (refer flow chart). The project information and responses you completed in Task 1B should be used as a basis for completing this Task 2B and later in Task 3B.

The project is broken down into stages mirroring the process used when planning, implementing and monitoring an operational plan.

Name: BSBMGT517 – Assessment	Version: V.2019.1

Stage 1

Task 1B	Stage 2

Stage 9 – 9.1

Task 3B

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BSBMGT517 – Assessment

may make basic assumptions about Kingfisher’s operations.

Any additional details must reflect realistic industry standards, policies and procedures. They must be

Stage 10
10.1 requires you to answer questions on intellectual property rights and responsibilities 10.2 requires you to answer questions on intellectual property rights and responsibilities in a mini case study

•	o	Answer all questions (where applicable) within each task.
•

	o
	o
	o	Name: BSBMGT517 – Assessment	Version: V.2019.1

acquire the necessary physical and human resources. Use the background information, supplier

information researched in Stage 2 and the operational plan developed in Task 1B to complete the tasks.

Complete the template provided.

Prepared by:

8.2 Obtain quotations based on the small equipment specification developed in 8.1.

Quotations should be sourced from industry suppliers for real products.

Quote

JBhifi

Name: BSBMGT517 – Assessment	Version: V.2019.1	Last Reviewed: January 2019

This is a quotation on the goods and services named and is subject to the conditions noted over page. Quotation is valid for 30 days. After this date, please confirm prices quoted with your friendly sales representative prior to accepting quotation.

To accept this quotation, sign here and return:

Q1:
you are

Satisfactory ☐
Q2:

Name: BSBMGT517 – Assessment	Version: V.2019.1	Last Reviewed: January 2019

Because an organization have detailed policies and procedures on ordering physical resources. Using these forms will reduce the time and cost involved in the purchasing process.

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9.1 Answer the following questions.

Q1: Outline the strategies you (as project manager) will use to ensure the human resources

Satisfactory ☐
Q2:
processes		used to employ people for the vacant positions?

Satisfactory ☐
Q3:
policies

Name: BSBMGT517 – Assessment	Version: V.2019.1	Satisfactory ☐	Unsatisfactory ☐
Name: BSBMGT517 – Assessment	Version: V.2019.1	Last Reviewed: January 2019

Q1:	Based on the operational plan’s goals and activities, the type of resources to be acquired, and the
methods		of acquisition, list at least two (2) aspects of the operational plan that could be affected
by intellectual

Satisfactory ☐
10.2 Sam, one of the marketing team members, discussed an idea they have for how to move the
heavy pot	plants in the marketing team’s office with Adrian, one of the maintenance staff.

Kingfisher’s equipment, tools and		materials, they worked together to alter one of the trolleys.
			during the office relocation, making their job

				producing
it.

NOTE:To help you answer the questions, refer to the section on intellectual property in your learner

Name: BSBMGT517 – Assessment	Version: V.2019.1	Last Reviewed: January 2019

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Candidate task checklist

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Name: BSBMGT517 – Assessment	Version: V.2019.1

TASK 3B

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Candidate instructions

This project is made up of three (3) components – Task 1B, Task 2B and Task 3B (refer flow chart). The project information and responses you completed in Task 1B and 2B should be used as a basis for com-pleting tasks in this task (3B).

Task 2B	Stage 8

BSBMGT517 – Assessment

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Any additional details must reflect realistic industry standards, policies and procedures. They must be discussed with your assessor and approved prior to commencing the relevant task. Any assumptions about organisational policies or procedures or operational processes which affect the responses to a task must be listed at the start of your task.

You are required to do the following:

•	Submit the following task materials:		Version: V.2019.1	Last Reviewed: January 2019
	o
	o

Stage 11 – Monitor performance systems


Summary of deliveries and invoices received				As at: 8th June
	Qty.				Amount $
Category: Workstations
Workstations	7				2,870.00
	1				890.00
Executive desk			12.06.XX		975.00

	7				1,575.00
Drafting chair	1	04.06.XX			229.00
	1				350.00
Category: Room dividers
Acoustic divider screen	2				750.00

	1		27.06.XX		1,860.00
Reception lounge	1				550.00
	1			8872-5	370.00
Coffee table	1				230.00

	1		12.06.XX		620.00
Shelving unit	2				965.00
	1		n: V.2019.1	KGC235 Last Rev	iewed: January 2019 349.00

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	1		2,500.00
Bar stools	8	12.06.XX	1,352.00

	12		2,640.00

Answer the questions.

Q1: Will you achieve the main goal of the office relocation completed by 14th June? Explain why/why not?

	Version: V.2019.1	Satisfactory ☐
	Version: V.2019.1	Last Reviewed: January 2019



Budget	Actual	Variance
Amount $	Amount $	%

	15,700	17,550	10.5%


	4,000	4735	-18.38%
	2,000	2154	-7.7%
Reception furniture	3,000	3010	-0.3%
Meeting furniture	3,500	3852	-10.1%
	2,000	1934	3.3%
	800	750	6.25%
	2,000	2640	-32%
	1,500	1,160	22.7%
Total office furniture	18,800	20235	-7.6%

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11.3One of the two maintenance staff you were relying on to assist with setting up the new office and

transferring resources from the old office has taken sick leave and will not be available.

Ask the moving company to come and help with.


Q2:
if you do.		Base your response on the information provided throughout this project and Kingfisher’s
organisational		charts. The charts are located in the additional resources on the Student LMS.

Satisfactory ☐

Q3: Whom do you need to gain approval from for your recommendations or actions? Select ‘Yes’ if you do.

BSBMGT517 – Assessment
Name: BSBMGT517 – Assessment		Last Reviewed: January 2019

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safely, effectively and economically?

Set a training session for the marketing team so that they can understand it better.

Q3: When will it/they take place?

Before using the photocopier

Name: BSBMGT517 – Assessment	Version: V.2019.1	Satisfactory ☐	Unsatisfactory ☐
Name: BSBMGT517 – Assessment	Version: V.2019.1	Last Reviewed: January 2019

Throughout the development and implementation of the operational plan, planning and performance documentation must be managed and filed correctly.

An extract of Kingfisher Garden Centre’s document administrative procedures outline how documents should be managed throughout their lifetime. Go to your ‘Additional Resources’ folder and read ‘Task 3B Administrative procedures – document maintenance’.

Yes

Satisfactory ☐	Unsatisfactory ☐

Candidate task checklist

	Have you completed this task?
	Yes	No
Stage 11: Monitor performance systems
Prepared a purchasing budget variance report based on the outcomes of monitoring processes and answered questions.	x	☐
	x	☐

	x	☐

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BSBMGT517 – Assessment

	Complete d
	Yes	No
Task 1B
Researched, analysed and documented resource requirements in consultation with personnel, colleagues and specialist resource managers.	☐	☐
	☐	☐
	☐	☐
	☐	☐
	☐	☐
Ensured the development and presentation of proposals for resource requirements is supported by a variety of information sources.	☐	☐
Obtained approval for the plan from relevant parties and explained the plan to relevant work teams.	☐	☐
	☐	☐
	☐	☐
	☐	☐

BSBMGT517 – Assessment

Name: BSBMGT517 – Assessment	Version: V.2019.1	Last Reviewed: January 2019

	Satisfactory ☐	Unsatisfactory ☐

	Competent	☐	Not Yet Competent	☐

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