BSBMGT517
Manage Operational Plan
INTRODUCTION
This assessment booklet and tools has been designed for students undertaking face to face mode of study to provide information before students take assessments and contains assessment tools to assess the skills and knowledge required from students to be deemed competent in this unit.
This booklet might not be suitable for students taking other modes of study e.g. online or work based.
Please read all the information given to you by the assessor and when you receive this assessment booklet. If you do not understand any part of this booklet, please inform your assessor/trainer.
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.
Purpose of assessment
The purpose of assessment is to determine competency in the unit BSBMGT517 Manage Operational Plan
Elements
Performance evidence
Evidence of the ability to:
Knowledge Evidence
To complete the unit requirements safely and effectively, the individual must:
Competency Requirements
To be judged competent in this unit, you will be required to demonstrate all indicators which are shown in the Marking Guide (assessor’s document).
You must satisfactorily complete all assessment tasks to be Competent (C) in the unit. Students with unsatisfactory completion of any of the assignment tasks will be deemed Not Yet Competent (NYC).
Assessors will ensure that the evidence collected meets the requirements of the Rules of Evidence (authentic, current, sufficient, and valid) prior to entering results into the competency record sheet.
Students unsuccessful at achieving “Satisfactory” for any assessment at the first attempt will be given two additional opportunities for reassessment. If the student is still deemed Not Yet Competent (NYC) after two reassessments in a unit of competency student will be required to re-enrol in the unit of competency as per the scheduled delivery of the course. For further details, refer to AIE Training and assessment policy and procedure.
Outline of evidence to be collected
You must submit the following evidence to be marked competent for this unit. Your assessor will ensure that the evidence submitted meets the Rules of Evidence which are valid, sufficient, current and authentic.
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Assessment 1 – Short Answer |
Ø Completed short questions answered and submit to your assessor electronically or paper based. Ø Complete and sign the cover sheet for assessment task |
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Assessment 2 – Project |
Ø Answer all questions correctly in the project and submit to your assessor electronically or paper based. Ø Complete and sign the cover sheet for assessment task |
Assessment Tasks and Instructions
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Student Name |
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Student Number |
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Course and Code |
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Unit(s) of Competency and Code(s) |
BSBMGT517 Manage Operational Plan |
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Trainer/Assessor |
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Assessment for this Unit of Competency |
Details |
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Assessment 1 |
Short answer |
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Assessment 2 |
Project |
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Reasonable Adjustment |
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AIE works to ensure that students with recognized disadvantages can access and participate in education and training on the same basis as other students. Disadvantages may be based, for example, upon age, cultural background, physical disability, limited or non-current industry experience, language, numeracy or digital literacy issues. Where identified, that a student may require special support or where, after enrolment, it is made apparent that the student requires special support, reasonable adjustments will be made to the learning environment, training delivery, learning resources and/or assessment tasks to accommodate the particular needs of the student. An adjustment is reasonable if it can accommodate the student’s particular needs, while also taking into account factors such as the student’s views, the potential effect of the adjustment on the student and others and the costs and benefits of making the adjustment. Any adjustments made must: a. Be discussed, agreed, and documented in the assessment record b. Benefit the student. c. Maintain the integrity of the competency standards and course requirements as stipulated in the training package. d. Be reasonable to expect in a workplace. Reasonable adjustment may consist of: a. Providing additional time for students to complete learning and assessment tasks. b. Presenting questions orally for students with literacy issues. c. Asking questions in a relevant practical context. d. Using large print material. e. Extending the course duration. f. Presenting work instructions in diagrammatic or pictorial form instead of words and sentences. |
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1. Has reasonable adjustment been applied to this assessment? |
Assessment Guidelines
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What will be assessed |
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Assessment 1 & 2 Evidence of the 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. To complete the unit requirements safely and effectively, the individual must: § describe models and methods for operational plans § explain the role of an operational plan in achieving the organisation’s objectives § explain budgeting processes § list alternative approaches to developing key performance indicators to meet business objectives § outline the legislative and regulatory context relevant to the operational plan of the organisation § outline the organisation’s policies, practices and procedures that directly relate to the operational plan. |
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Place/Location where assessment will be conducted |
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· Level 11, 474 Flinders Street Melbourne VIC 3000 · Mark Street, North Melbourne. AIE Commercial Kitchen |
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Resource Requirements |
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· Pen, Paper, Internet access or WHS legislation relevant for each state where assessment is undertaken, incident report form · Refer to the Assessment conditions detailed in the Mapping Document. |
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Student Instructions for assessment including WHS requirements |
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· You are required to address all questions to achieve competence. Your trainer will provide you with instructions for time frames and dates to complete this assessment. |
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· Once completed, carefully read the responses you have provided and check for completeness. Your trainer will provide you with feedback and the result you have achieved. · ALL tasks must be completed in legible English. It is preferred that the tasks submitted for assessments are typed and if written that they are legible and clear, if handwritten. · You must submit all assessments on or before the due date specified by the assessor as per the training plan. · Extensions for individual assessment tasks may be negotiated in specific circumstances with your assessor/trainer. However, you need to provide genuine evidence documents when seeking an extension to due date (e.g. extensions due to illness will require a medical certificate). To arrange an extension, you must speak to your assessor prior to the due date. Extensions must be confirmed by the trainer in writing. · You are permitted to use dictionaries and to seek support (as required) unless it puts in jeopardy the integrity of the assessment, your assessor will let you know if this is the case. · Unless the assessment task specifically allows pair work or group activities such as brainstorming, you must submit your own original work and must not copy the work of other students. Plagiarism is unacceptable in AIE. · You can submit your assessment tasks through the learning management system (if applicable) or hand in hard copies in the classroom. |
Assessment 1: Short Answers
Questions:
Q1: Write an eight-step process for developing a succinct and practical operational plan.
Q2: The model and method used for operational planning varies depending on the organisation and its goals. List four situations where an operational plan might be used to help the organisation achieve its objectives.
Q3: How does an operational plan benefit your business and help you achieve organisational objectives? List four benefits.
Q4: Why is setting KPIs an effective method of monitoring an operational plan? Give two reasons.
Q5: You can use performance data when developing key performance indicators and monitoring progress towards objectives. List four sources of information you might refer to.
Q6: List three internal personnel you might consult with when developing key performance indicators for your operational plan.
Q7: Your operational plan requires recruitment of five casual employees. What legislation impacts your plan?
Q8: What is a patent and how does it relate to intellectual property laws?
Q9: You’ve found an image on the internet you want to reproduce in your advertising material. Can you use it? Explain your answer.
Q10: Fill in the blanks using the list of words provided.
Large organisations with formalised policies and procedures are likely to develop plans and use a format.
Smaller organisations may use a format. These may be supported by other documentation such as and plans.
Some formats are designed to be used as a document throughout the period of the plan.
budgets working complex structured implementation contingency simpler
Q11: How can a flowchart assist your planning and organisation when developing an operational plan?
Q12: What physical resources might you need to include in your operational plan budget?
Q13: There are a range of factors that affect how physical resources are procured. What is the strongest influence in your workplace or training environment?
Q14: Most organisations have policies and procedures which control how resources are obtained; these are usually their purchasing policies and procedures. They may also have templates for key documentation such as specifications, selection criteria, purchase orders and requisitions. Record two examples of policy or procedural information your likely to find in each of the categories.
Purchasing policy and procedures
Financial policies and procedures
Q15: Who approves purchase decisions in your workplace or training environment?
Q16: Outline the features and budgeting processes for a cash flow budget.
Q17: Briefly describe how budgets are used in operational plans.
Q18: An establishment currently budgets $2,500 each month for printing and stationery. You want to increase this amount by 3%. How much will you allocate in the new budget?
Q19: An operational plan details what you want to happen. However, things don’t always go to plan. List five examples of information you might include in a contingency plan to ensure you achieve the organisation’s objectives.
Q20: Part of the budgeting process involves monitoring results and identifying variances. How are budget variances reported in your workplace or training environment?
In what situations is it favourable to be above budget?
What should you do when you identify an area of underperformance?
INSTRUCTIONS
ASSESSMENT 2 – Project
PART A
Learner assessment guide and evidence
This assessment requires you to plan, acquire resources for and monitor an operational plan.
You are required to do the following.
Learner instructions
This project is made up of three components – Part A, Part B & Part C (refer flow chart). The information provided within this assessment and responses to each assessment task will be used as a basis for completing tasks in Part B and Part C when directed (separate documents).
The whole project is broken down into 12 stages mirroring the process used when planning, implementing, and monitoring an operational plan.
In this assessment, you must complete Stages 1 to 7 (highlighted).
This assessment is based on the organisation Kingfisher Garden Centre. Information about the business is available on the Kingfisher intranet: www.didasko-online.com/kingfisher/index.php. If there is insufficient information about Kingfisher organisational or operational details to allow you to complete an assessment task to the depth of detail you wish, you may make assumptions about Kingfisher’s operations.
However, you must discuss this with your assessor and gain approval prior to commencing the relevant assessment task. Any assumptions about organisational policies or procedures or operational processes which affect the responses to an assessment task must be listed at the start of your assessment.
In this assessment you are required to do the following.
1.1 requires you to identify all strategies and activities required to achieve planned goals
4.1 requires you to prioritise and sequence the plan’s activities
5.1 requires you to develop performance indicators for the operational plan’s activities
Stage 1 – Identify operational plan tasks Task 1.1
Stage 2 – Identify, research and document physical resource needs Task 2.1 Question and answer
Q1: At this point in the planning process, who do you need to consult about physical resource
requirements needed for your operational plan? Why should they be consulted and what method(s) could you use to consult with them?
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Who |
Why |
Method(s) |
Task 2.2
Task 2.3
Stage 3 – Identify and document human resource needs Task 3.1
the human resources required to undertake and complete each activity in the plan. Human resources can include internal employees and external contractors or service providers.
Task 3.2: Question and answer
Q1: At this point in the planning process, who do you need to consult about human resource requirements? Who can suggest resources, provide additional information about those you have already identified, or outline how or where they can be acquired? Why should they be consulted and what method(s) could you use to consult with them?
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Who |
Why |
Method(s) |
Stage 4 – Develop timelines and prioritise tasks Task 4.1
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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Action |
Date |
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1. Today’s date |
14th April |
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2. Plan to be developed and presented to the management team for approval |
14th May |
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3. Office transfer completed |
14th June |
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4. New marketing employees recruited and commencing induction program |
21st June |
Stage 5 – Establish performance indicators Task 5.1
outcomes from the operational plan.
Stage 6 – Develop contingency plans Task 6.1
could impair or disrupt the implementation or completion of the activity. Use the risk priority chart in your resource to determine its risk level.
Task 6.2
Stage 7 – Obtain approval Task 7.1
(e.g., office equipment, computer hardware, one of the new marketing positions).
Task 7.2: Question and answer
Q1: Look at the Kingfisher Garden Centre’s organisational chart: www.didasko- online.com/kingfisher/about-us.php#overview. Based on the organisational chart and Project background information provided, who do you have to present your operational plan to, or obtain approval from, before implementing the plan?
Q2: Describe who you need to communicate the contents of the operational plan to and the technique(s) you will use to do it.
PART B
INSTRUCTIONS
Learner assessment guide and evidence
This assessment requires you to plan, acquire resources for and monitor an operational plan.
You are required to do the following.
Candidate instructions
This project is made up of three components – Part A, Part B & Part C (refer flow chart). The project information and responses you completed in Part A should be used as a basis for completing this assessment (Part B) and later in Part C
The project is broken down into stages mirroring the process used when planning, implementing, and monitoring an operational plan.
In this assessment, you must complete 2B which contains Stages 8, 9 and 10 (highlighted).
As with Part A, this assessment is based on the organisation Kingfisher Garden Centre. Information about the business is available on the Kingfisher intranet. If there is insufficient information about Kingfisher organisational or operational details to allow you to complete an assessment task to the depth of detail you wish, you may make basic assumptions about Kingfisher’s operations.
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 assessment task. Any assumptions about organisational policies or procedures or operational processes which affect the responses to an assessment task must be listed at the start of your assessment.
In this assessment you are required to do the following.
9.1 requires you to answer questions on strategies for acquiring human resources
10.1 requires you to answer questions on intellectual property rights and responsibilities
Stage 8 – Acquire physical resources Task 8.1
Congratulations! The operational plan has been approved ‘in principle’. You now have one month to acquire the necessary physical and human resources. Use the Project background information, supplier information researched in Stage 2 of Part A and the operational plan developed in Part A to complete the assessment tasks in this assessment.
Task 8.2
Task 8.3: Question and answer
Q1: Who will you consult with when planning the acquisition of physical resources? Briefly explain what you are conferring with them.
Q2: Read the Kingfisher Garden Centre’s purchasing policy (same policy you referenced for 8.2). How does this organisational policy affect the acquisition of your physical resources?
Q3: Based on the quotations you have received, what purchasing threshold does this purchase fall under?
Stage 9 – Acquire human resources Task 9.1: Question and answer
Q1: Outline the strategies you (as project manager) will use to ensure the human resources department recruits the most suitable applicant for the position.
Q2: What organisational policies and procedures and legislative requirements govern the recruitment processes used to employ people for the vacant positions?
Q3: What strategies can you use to ensure the new employee is inducted according to organisational policies and procedures and is made to feel welcome in their workplace?
Stage 10 – Incorporate intellectual property requirements Task 10.1: Question and answer
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 aspects of the operational plan that could be affected by intellectual property legal requirements, rights and responsibilities.
Q2: 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. The idea is based on a trolley they made at home some time ago. During work time and using Kingfisher’s equipment, tools and materials, they worked together to alter one of the trolleys. The modified trolley worked exactly as hoped during the office relocation, making their job much easier. The marketing person decides to take the sketch and model he made to ABC Tools, one of Kingfisher Garden Centre’s suppliers, to see if they are interested in producing it.
To help you answer the questions, refer to the section on intellectual property in Section 2 of the learner guide resource. Further information is available in your Course files. Go to your Course files and read Part B Intellectual property.
Based on intellectual property laws, who has the rights to the original idea and potential new invention? Briefly explain why.
Q3: What steps can they take to protect their intellectual property rights and ownership of the invention?
PART C
INSTRUCTIONS
Learner assessment guide and evidence
This assessment requires you to plan, acquire resources for and monitor an operational plan.
You are required to do the following.
Learner instructions
This project is made up of three components – Part A, Part B & Part C (refer flow chart). The project information and responses you completed in Part A and B should be used as a basis for completing tasks in this assessment (Part C).
The project is broken down into stages mirroring the process used when planning, implementing, and monitoring an operational plan.
In this assessment, you must complete Part C which contains Stages 11 and 12 (highlighted).
As with Part A and B, this assessment is based on the organisation Kingfisher Garden Centre. Information about the business is available on the Kingfisher intranet. If there is insufficient information about Kingfisher organisational or operational details to allow you to complete an assessment task to the depth of detail you wish, you may make basic assumptions about Kingfisher’s operations.
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 assessment task. Any assumptions about organisational policies or procedures or operational processes which affect the responses to an assessment task must be listed at the start of your assessment.
You are required to do the following.
12.1 requires you to answer questions about managing operational plan documentation
Stage 11 – Monitor performance systems Task 11.1: Question and answer
Q1: Will you achieve the main goal of the office relocation completed by 14th June? Explain why/why not?
Q2: What recommendations (if any) would you make at this time?
Task 11.2
Task 11.3: Question and answer
Q1: Which categories in ‘office furniture’ are over budget and which are under budget?
Q2: Is the budget for office furniture under or over budget? Is this a favourable or unfavourable result?
Q3: Should these variances be investigated to determine the reason why they are under or over budget? If yes, which categories should be investigated? Explain why.
If no, why is it not necessary to investigate them?
Task 11.4: Question and answer
Q1: In this situation, who do you need to negotiate changes to the operational plan with? Select/write/circle ‘Yes’ if you do. Base your response on the information provided throughout this project and Kingfisher’s organisational charts. The charts are available on Kingfisher’s intranet at www.didasko-online.com/kingfisher/about-us.php#overview
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Who |
Yes |
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The National General Manager |
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The National Marketing Manager |
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The executive management team |
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The National Finance Manager |
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The marketing team |
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The other member of the maintenance team |
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The suppliers |
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The IT staff |
Q2: Whom do you need to gain approval from for your recommendations or actions?
Select/write/circle ‘Yes’ if you do.
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Who |
Yes |
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The National General Manager |
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The National Marketing Manager |
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The executive management team |
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The National Finance Manager |
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The marketing team |
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The other member of the maintenance team |
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The suppliers |
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The IT staff |
Q3: The new photocopier has arrived, and it is a different make, model, and format to the marketing team’s current machine.
What strategies would you implement to ensure everyone is able to use the new photocopier safely, effectively, and economically?
Q4: Who will participate in these program(s)?
Q5: When will it/they take place?
Q6: Who will deliver the required skills and knowledge during coaching, mentoring, or training sessions?
Q7: How can you monitor and evaluate the success of the program(s)?
Stage 12 – Manage documents Task 12. 1: Question and answer
Q1: Based on the administrative procedures, must operational plans be version controlled?
Q2: Where must all documentation associated with your operational plan be stored?
Question By subjects
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