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Takes lot time build the goodwill the firm the market

Contents

Assessment Task 2: Case Study 39

Assessment Task 3: Case Study/Roleplay 59

  • Modification History

  • Performance Evidence

Describe: Give a detailed account by recounting, characterising, outline and relating, in sequence, an event, situation, theory or point.

Explain/ Discuss: Clarify or elaborate on the facts. Focus on reasons how and why things happen or a why a particular point is important in the relevant context.

Develop: Involves the creation of the materials/activities/procedures to achieve the outcome. This is about designing and creating,

Implement: After materials/activities/procedures are developed, test all materials/procedures to determine if they are functional and appropriate for the intended audience.

Plagiarism can take several forms:

  • Quoting from a book or an article without acknowledging the source.

  • Copying a section of a book or article and submitting it as one’s own work.

  • Presenting as a new and original idea or produce something which was derived from an existing source.

  • Reference lists are located at the end of the work and display full citations for sources used in the assignment. Here is an example of a full citation for a book found in a Harvard Reference list:

    • Fitzgerald, F. (2004). The great Gatsby. New York: Scribner.*

Understanding your results

The great thing with competency-based training is that you either deemed 'competent' (you can demonstrate the required skills and knowledge) or 'not yet competent' (at this time you haven't been able to demonstrate required skills or knowledge). The key word is "YET”.

There is an Assessment Task # - Outcome Record at the end of each discreet assessment activity. Assessors will fill this out for each assessment activity. The summary of the outcomes will be transferred to the Overall Unit – Record of Assessment Outcomes located on the last page of this Student Assessment Booklet.

Results legend

C Competent
NYC Not Yet Competent
S Satisfactory Individual assessment/question is satisfactory.
NYS Not Satisfactory Individual assessment/question is not a satisfactory result for a specific assessment activity.

Assessment attempts and resubmissions

You will have up to three (3) attempts to achieve a satisfactory outcome for each assessment. If after three (3) attempts you cannot achieve a satisfactory result for any assessment activity, the overall outcome with be Not Yet Competent (NYC) for the unit.

Records

The Assessment Task # – Outcome Record at the end of each assessment activity, includes a space to record the details of any reattempts and resubmissions. Assessors must ensure that this is comprehensively detailed so that anybody reviewing the assessment record can tell exactly what occurred, when it occurred, how it occurred, who was involved and where any further evidence is located. Assessors must also make reference to ensuring that any reattempt or resubmission has been assessed in accordance with the model responses and performance descriptors included in the Assessor’s Marking Guide.

Note that the Overall Unit – Record of Assessment Outcomes located on the last page of this document, contains a section which says “Does the student wish to appeal the result?YESNO

Assessors must ensure that students tick one of these boxes.

  • When you have completed each assessment task you will need to submit it to your assessor.

  • Instructions about submitting your work can be found at the beginning of each assessment task.

Assessment Plan
  1. The following outlines the requirements of your final assessment for this unit. You are required to satisfactorily complete all tasks to demonstrate competency for this unit.

    Your Trainer / Assessor will provide you with the due dates for each assessment task. Write them in the table below.

Agreement by the student

Read through the assessments in this booklet before you fill out and sign the agreement below. Make sure you sign

Have you read and understood what is required of you in terms of assessment?
Do you agree that the assessment process is clear?

◻ No

Do you understand your rights to appeal then decisions made in an assessment?

◻ No

Assessor Note: If the student ticks ‘NO’ for any item except the reasonable adjustment, the assessor must not commence the assessment activity until the matter has been resolved and records of the resolution have been entered into the Student Management System (SMS).

If a student identifies any specific needs or considerations, assessors must provide a detailed record of how the situation was managed in the assessment outcome record for this assessment.

Student Name
Student ID
Course / Qualification BSB50215 Diploma of Business
Date of submission
Unit(s) BSBSMB404 Undertake small business planning

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

Assessor Signature: ………………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name:

Resources and equipment required to complete this task

Note: Clinton Institute provides students with access to a computer and internet

When and where do I complete this task?

What do you need to do? What evidence is required?
Answer all forty (40) questions. You will need to submit your answers to all forty (40) questions.

You must achieve a satisfactory result for every question to achieve a satisfactory result for this assessment task.

What happens if I get something wrong?

  • This is an open book test – you can use your learning materials as reference.

  • You need to answer all forty (40) questions correctly

Question 1

Purposes/ Reasons for Having a Business Plan Associated Benefits for Having a Business Plan
Outcome for Question 1: □ Satisfactory OR □ Not yet satisfactory

Continuing from Question 1, describe at least three (3) ways you could assist Kelly and Adam prepare their Business Plan.

Question 3

Outcome for Question 3: □ Satisfactory OR □ Not yet satisfactory

According to Business Australia, what are the three (3) risk management principles that outline how you can manage risk in your business planning process?

Outcome for Question 5: □ Satisfactory OR □ Not yet satisfactory

Question 6

Outcome for Question 7: □ Satisfactory OR □ Not yet satisfactory
  1. What six (6) consumer and competition activities / areas does the Competition and Consumer Act 2010 cover, as summarised by its regulator the ACCC?

Question 9

Outcome for Question 9: □ Satisfactory OR □ Not yet satisfactory

Briefly explain what non-prescribed voluntary codes of practice are

Outcome for Question 11: □ Satisfactory OR □ Not yet satisfactory

Question 12

Outcome for Question 13: □ Satisfactory OR □ Not yet satisfactory
  1. Is having an ABN compulsory to conduct a business in Australia

Question 15

Outcome for Question 15: □ Satisfactory OR □ Not yet satisfactory
  1. What is the Australian federal legislation that governs the privacy of customer information for an organisation or agency?

Outcome for Question 17: □ Satisfactory OR □ Not yet satisfactory

Question 18

Outcome for Question 19: □ Satisfactory OR □ Not yet satisfactory
  1. What is the Tasmanian state legislation that governs the privacy of customer information for Tasmanian businesses?

  1. Question 21

Outcome for Question 21: □ Satisfactory OR □ Not yet satisfactory
  1. What is the Victorian state government legislation that applies to environmental protection that may also need consideration when devbeloping a small business plan for a business operating in Victoria?

Outcome for Question 23: □ Satisfactory OR □ Not yet satisfactory
  1. Question 24

Outcome for Question 25: □ Satisfactory OR □ Not yet satisfactory

What five (5) Acts operate at a federal level for which the Australian Human Rights Commission has statutory responsibilities under them?

  1. Question 27

+
Outcome for Question 27: □ Satisfactory OR □ Not yet satisfactory
  1. Provide an outline of the combined equal opportunity and anti-discrimination legislation, as summarised by the Australian Human Rights Commission, that applies to all Austrlian states and territories.

Outcome for Question 29: □ Satisfactory OR □ Not yet satisfactory
  1. Question 30

Outcome for Question 31: □ Satisfactory OR □ Not yet satisfactory

As a key requirement of managing risks in the workplace, who should be consulted and involved in the hazard identification, risk assessment and risk control processes?

  1. Question 33

Outcome for Question 33 : □ Satisfactory OR □ Not yet satisfactory

What is the main purpose, process for and key elements of each of the following different types of planning processes?

Business Planning Type Purpose Key elements
Feasibility Study
Strategic Planning
Business Planning Type Purpose Key elements
Operational Planning
Financial Planning
Marketing Plan
Outcome for Question 35 : □ Satisfactory OR □ Not yet satisfactory

Question 36

Outcome for Question 37: □ Satisfactory OR □ Not yet satisfactory
  1. Explain how Business Victoria suggests KPI’s should be created

Question 39

  1. Measure customer satisfaction

  1. Measure employee satisfaction

Outcome for Question 39: □ Satisfactory OR □ Not yet satisfactory
  1. What do I need to hand in for this task?

  1. Have I completed this?

ASSESSMENT TASK COVER SHEET – ASSESSMENT TASK 2 – CASE STUDY

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

Assessors: Please provide a copy of this cover sheet to the student with assessment results and feedback. The original copy must be supplied to the office and kept on the student’s file with the evidence.

Assessor Signature: ………………………………………………………………………………………Date: ………………./…………………/…………….

Assessment Task 2: Case Study

Resources and equipment required to complete this assessment

  • Computer

Note: Clinton Institute will provide all the forementioned to complete this assessment

When and where do I complete this task?

Background to Ozhouse Clean business is provided separately as BSBSMB404_handout (a)_Ozhouse Clean background information.

Activity 1 -Develop the business plan.

    1. the business products and services offered

  1. Purpose and time frame of the business plan, including-

  2. Mission statement

  3. Vision statement

  4. Legal requirements, including-

    1. Permits and licenses

    1. Forecast (5 year) trends

    2. Identified market needs

    1. Plant & equipment

  5. Financial Plan, including-

    1. Funding costs and source for new expenditure items


Business Plan

Ozhouse clean is a Melbourne based company which offers professional as well as residential cleaning service. They also provide regular clean and spring clean. The company was first incorporated in 2005 and this is a family business which is managed by James and Nancy Anderson, they are the director of the firm. Their own children work in the company Amanda and Sarah. Amanda is the operational manager whereas Sarah is the Administration manager.

  1. Purpose of this Business Plan

The main vision of Ozhouse is to become one of the most leading companies in Australia, Melbourne. Besides that, they also want to provide their services to corporates, homes, school and hotels.

  1. Our values are:

4. excellence: the company believes in providing the best quality to their customers in terms of their service and after services.

5. integrity: it is one of the important values which is followed by the company that they believe in doing their work with integrity, that is they are honest with their employees and customers. Besides, they are also open with customers & employees.

Product Service Description Price (Inc: GST)

Regular cleaning includes full cleaning of living areas, bedrooms and bathrooms.

These are the services who do not want a regular clean but need it sometime

  1. Strategic and Business Goals & Objectives

The key objective of the business is to provide an extraordinary service to their customer, basically they are as follows:

  1. SWOT Analysis

STRENGTHS

WEAKNESSES

1. high competition in the market from the existing players

1. they can expand their business in the commercial sectors.

2. they can add new services and products for their customer, as average income of the Melbourne citizen are increasing which is good sign.

3. There are many substitutes which are providing the same service at a low price.

4. new technology may give rise to new washing machines for cleaning.

OHSAS 18001 Health and Safety Management

Elite Cleaning and Environmental Services Ltd conform to the Health and Safety management OHSAS 18001 accreditation with the intention to control occupational health and safety risks, to improve health and safety management procedures within each of our client locations.

Market size

Cleaning service which is growing at an rapid phase which have been expected to grow at a CAGR of 6.2% and it is estimated that it will reach around $ 74,299 million by 2022

  1. Marketing Activities to promote exposure

Marketing Activity Expected outcome/ improvement

Cost ($)

  1. Resources

Key Personnel

Job Title Quantity Expected staff turnover Skills necessary Date Required Cost ($)

Annualised forecast industry growth

Forecast revenue

Year 1:

Year 2:

Year 3:

New items Funding costs and source

  1. What do I need to hand in for this task?

  1. Have I completed this?

ASSESSMENT TASK COVER SHEET – ASSESSMENT 3 – CASE STUDY & ROLEPLAY

I <Insert your name> declare that these tasks are my own work.

□ None of this work has been completed by any other person.

ASSESSOR FEEDBACK

Assessors: Please provide a copy of this cover sheet to the student with assessment results and feedback. The original copy must be supplied to the office and kept on the student’s file with the evidence.

Assessment Task 3: Case Study/ Project

For this assessment you must continue with the case study which you used for Assessment Task 2, as you will need to rely on the same information and the business plan which you have developed.

You are required to complete the following four (4) activities:

You will be given two (2) hours in total to complete this assessment

Resources and equipment required to complete this assessment

Note: Clinton Institute will provide all the forementioned to complete this assessment

When and where do I complete this task?

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.

What happens if I get something wrong?

  • identify, assess and prioritise internal and external risks

  • Identify specialist services and sources of advice

Activity 1

Research and outline below common risks particular to small cleaning businesses or the cleaning industry

Activity 3

Prior to meeting with the business owners and directors, review the SWOT Analysis in the business plan and, referring to the business strategic direction, goals and objectives-

  1. research the costs of those services or advice which could be allowed for in the available resources already included in the business plan;

then complete the Risk Management Table below in the priority order that the risks should be addressed-

INTERNAL RISKS

Probability rated as:

  • improbable

Specialist services and sources of advice Costs

EXTERNAL RISKS

Severity rated as:

  • improbable

  • occasional

Specialist services and sources of advice Costs

Your Assessor will allocate a time to attend and roleplay. Your Assessor will role play as James, a Director who is one of the business owners, and will also observe you whilst participating in this role play. Your Assessor will also allocate another student to role play as Nancy, the other Director and business owner.

STUDENT ROLEPLAY INSTRUCTIONS

The following individuals will be at the meeting;

  • Student being assessed role play as the Operations Manager

  • participate in discussions about the business plan and associated risks

  • respond to open questions, by elaborating and providing additional information.

During the meeting, you student must:

  • identify specific interests and objectives of each participant and confirm their support of the planned business direction

  • participate in discussions using listening and questioning to elicit the views of others and to clarify or confirm understanding

Your Assessor will complete the following checklist whilst you participate in the roleplay.

Have I completed this?

Answer to Activity 1

Answer to Activity 1
Risk Management Table (Activity 3)
Observation Checklist (Activity 4)
OVERALL UNIT - RECORD OF ASSESSMENT OUTCOMES:
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