Instructions to Students:

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1. How do operational plans help an organisation achieve its
strategic and business goals?
1.
2. To what degree should you involve others in the planning process
for an operational plan?
1.
What do we need? What do we have? What are the gaps? How do we fill
the gaps?
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Are financial resources readily available? Do human resources need
further training? What are the purchasing processes for physical
resources?
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x |
They provide up-to-date feedback on the business’s progress towards
achieving organisational goals.
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They enable the business to monitor progress towards the plan’s
targets and outcomes.
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x |
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1.
7. What is the purpose of contingency planning?
1.
Quantities required, method of acquisition, supplier quotations and
how delivery times affect the operational plan’s timelines.
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The resource’s role in the operational plan, how it is to be acquired
and any factors that influence its acquisition.
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x |
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They regulate the wording of advertisements, selection criteria used
and terms and conditions of employment.
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x |
They ensure recruitment processes follow set guidelines, use
standardised documentation and all job applicants receive a full company
disclosure statement.
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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?
1.
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?
1.
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.
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1.
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x |
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They dictate staff purchasing processes, preferred suppliers and
formats for quotations and invoicing arrangements.
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1.
1.
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?
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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Make all necessary equipment purchases, as any financial shortcomings
will be offset by revenue earned after opening.
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1.
1.
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.
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x |
1.
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).



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:
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.
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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.
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Design and produce select online marketing materials for website,
social media, email and
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Manage web and print catalogue mail-outs
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Assist in the concept and design of national marketing campaigns
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Initial planning meeting summary
You had an informal meeting with the marketing manager to start the
planning process. Read the summary notes.
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Lift internal
passage Door entrance, glass side panel P x 2
27.5m
P x 2
External window
P x 2
Section 2: Activities
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1. research 2. ask for the supplier 3.
control the budget
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BSBMGT517 – Assessment
BSBMGT517 – Assessment
Section 3: Performance and risk management
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KPI |
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Identif ied
risks |
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Cont. plan
no.
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Planning of physical
resources
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the
cost is over
the
budget
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3 |
1 |
Purchase of physical
resources
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purchase order
reports or invoices
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Records and analysis of
purchase
invoices
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3 |
2 |
Transfer strategies and action/ activities from Section 2:
Activities
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KPI |
Data
sources
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Identif ied
risks |
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1. clean the office area 2. make
an detailed
inspection
before setting in 3. consider the neighborhood
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clean and
prepare for the office
area prior
to the
commence
ment of
stage on
June 4
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1 |
3 |
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1. need enough people carry some stuff 2.
plan for
coverage during the move 3.
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site
inspection by manager
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the
larger equip
ment
is not ready
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2 |
4 |
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Records and analysis of
interviews
reports
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cannot recruit the
right
marke
ting
emplo
yees
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3 |
5 |
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Records and analysis of
quality
documentat ion reports
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cannot establi
sh the relatio
nship
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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 ☐
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.
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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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Name: BSBMGT517 – Assessment |
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Marketing manager resources email
To:
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Project coordinator
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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.
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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.
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3. |
Research potential suppliers of the required physical
resources to gain an understanding of the |
following information.
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• |
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Satisfactory ☐ Unsatisfactory ☐
Stage 3 – Identify and document human resource
needs
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Employees know what kind of colleagues they need or not
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meeting
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Supplier have the experience to discuss the details
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email
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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.
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Update Section 2: Activities of your operational
plan to show the number of days calculated and
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Satisfactory ☐ Unsatisfactory ☐
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:
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Attach relevant supporting information from the research conducted in
2.3 to your pro-
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from, before implementing the plan?
Satisfactory ☐ |
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Q2: |
Where could you find out about the correct format for the operational
plan proposal and approval
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processes?
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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.
Stage 1
Stage 9 – 9.1

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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
• |
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Name: BSBMGT517 – Assessment
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Version: V.2019.1
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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.
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
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:
Q2: |
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Name: BSBMGT517 – Assessment |
Version: V.2019.1 |
Last Reviewed: January 2019 |
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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
Q2: |
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processes
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used to employ people for the vacant positions?
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Last Reviewed: January 2019 |
methods
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of acquisition, list at least two (2) aspects of the
operational plan that could be affected |
by intellectual |
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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. |
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Kingfisher’s equipment, tools and
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materials, they worked together to alter one of the trolleys.
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during the office relocation, making their job |
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producing |
it.
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NOTE:To help you answer the questions, refer
to the section on intellectual property in your learner
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Candidate task checklist
TASK 3B
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).


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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:
Stage 11 – Monitor performance systems
Summary of deliveries and invoices received
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As at: 8th June
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Qty. |
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Amount $ |
Category: Workstations
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Workstations
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7 |
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2,870.00 |
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1 |
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890.00 |
Executive desk
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12.06.XX
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975.00 |
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7 |
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1,575.00 |
Drafting chair
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1 |
04.06.XX
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229.00 |
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1 |
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350.00 |
Category: Room dividers
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Acoustic divider screen
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2 |
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750.00 |
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1 |
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27.06.XX
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1,860.00 |
Reception lounge
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1 |
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550.00 |
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1 |
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8872-5
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370.00 |
Coffee table
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1 |
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230.00 |
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1 |
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12.06.XX
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620.00 |
Shelving unit
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2 |
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965.00 |
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1 |
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n: V.2019.1 |
KGC235 Last Rev
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iewed: January 2019 349.00 |
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1 |
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2,500.00 |
Bar stools
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8 |
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12.06.XX
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1,352.00 |
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12 |
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2,640.00 |
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Answer the questions.
Q1: Will you achieve the main goal of the office relocation completed
by 14th June? Explain why/why not?
Last Reviewed: January 2019 |
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Budget |
Actual |
Variance |
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Amount $ |
Amount $ |
% |
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4,000 |
4735 |
-18.38% |
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2,000 |
2154 |
-7.7% |
Reception furniture
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3,000 |
3010 |
-0.3% |
Meeting furniture
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3,500 |
3852 |
-10.1% |
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2,000 |
1934 |
3.3% |
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800 |
750 |
6.25% |
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2,000 |
2640 |
-32% |
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1,500 |
1,160 |
22.7% |
Total office furniture
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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.
Q2: |
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if you do. |
Base your response on the information provided
throughout this project and Kingfisher’s |
organisational
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charts. The charts are located in the additional resources on the
Student LMS.
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Q3: Whom do you need to gain approval from for your recommendations
or actions? Select ‘Yes’ if you do.
Name: BSBMGT517 – Assessment |
Last Reviewed: January 2019
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safely, effectively and economically?
Q3: When will it/they take place?
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’.
Candidate task checklist
Yes |
No |
Stage 11: Monitor performance systems
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Prepared a purchasing budget variance report based on the outcomes
of monitoring processes and answered questions. |
x |
☐ |
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x |
☐ |
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x |
☐ |
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Yes |
No |
Task 1B
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Researched, analysed and documented resource requirements in
consultation with personnel, colleagues and specialist resource
managers.
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☐ |
☐ |
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☐ |
☐ |
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☐ |
☐ |
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☐ |
☐ |
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☐ |
☐ |
Ensured the development and presentation of proposals for resource
requirements is supported by a variety of information sources.
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☐ |
☐ |
Obtained approval for the plan from relevant parties and explained
the plan to relevant work teams.
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☐ |
☐ |
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☐ |
☐ |
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☐ |
☐ |
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☐ |
☐ |
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