Bsbmgt517 – manage operational plan

 
   

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Task 1

Assessment Instructions

This is an individual assessment. You are required to demonstrate skills and knowledge required to develop operational plans in consultation with key stakeholders.

If you need help understanding any questions, ask your assessor to explain.

Procedure

In response to a simulated business scenario, you will research resource requirements and develop (or amend) an operational plan in consultation with relevant stakeholders. As a part of the development of your plan, you will set performance indicators, plan for contingencies, and obtain approval in accordance with organisational requirements.

Read the BBQfun scenario information provided in Appendix 1 and the BBQfun simulated business documentation provided by your assessor. Submit a portfolio of your implementation documents as outlined in the specifications below. Keep copies of your work for use in Assessment Tasks 2 and 3 and for your own records.

1. Write a brief summary of the BBQfun operational environment that includes: 

a. an outline of the legislative and regulatory context that is relevant to BBQfun’s operational plan 

b. an outline of the BBQfun policies and procedures that directly relate to the operational plan

c. an explanation of the role of an operational plan in achieving the successful implementation of the e-commerce strategy

d. a discussion of your intention to either develop a new operational plan for BBQfun, or to amend the existing operational plan; support your discussion with reference to different methods and models for developing operational plans – such as methods for setting goals, outlining actions, identifying risk and monitoring performance.

2. Research resource requirements for implementation of e-commerce strategy and develop an action plan for the implementation of the e-commerce strategy. In your plan include:

a. physical resourcing (all major steps for resourcing, including procurement of different types of resources, but not to the detail of including all procurement steps for each resource type) and human resourcing (all major steps, e.g. recruiting, training, communication)

b. timelines and milestones for implementing the e-commerce strategy

c. consultation and communication (ensure all affected staff are informed and engagement is encouraged for all stakeholders).

An example action plan template is provided in Appendix 2.

Ensure plans adhere to organisational requirements set out in the scenario and in relevant policies and procedures.

3. Develop performance indicators for operational and financial targets and amend or develop existing operational plans to include KPIs and financial targets related to e-commerce strategy. 

4. Develop a balanced scorecard for an e-commerce customer service representative including three KPIs and associated targets. 

Note: The current budget and operational plan for BBQfun is located in Appendix 1. A balanced scorecard template is located in Appendix 3.

5. Identify at least three risks to the implementation of the operational plan and develop a contingency plan for each risk (you may use the contingency plan template provided in Appendix 4). Risks must include:

a. one risk due to employee underperformance

b. one risk related to management of intellectual property (IP)

c. one risk due to breach of health and safety compliance responsibilities.

6. Develop a proposal for resourcing to be presented for approval to the Operations General Manager (your assessor). Include in your proposal:

a. description of proposed implementation of resourcing

b. breakdown of costs

c. benefits to organisation

d. a list of different approaches to developing key performance indicators 

e. risks to organisation by not implementing 

f. outline of identified risks and contingency planning

g. description of sources of information used to develop proposal (use internet research on technical aspects of e-commerce and importance to retailers; use consultation, use company financial projections).

7. Present proposal for approval by the Operations General Manager (your assessor).

To be deemed competent you will need to successfully demonstrate the following:

You must:

  • present the resourcing      proposal for approval from your assessor 
  • submit a planning      portfolio, including:
    • a summary of the       operational environment of BBQfun
    • action plan
    • performance indicators for       operational and financial targets (in the new/amended operational plan)
    • balanced scorecard for       e-commerce customer service representative
    • proposal for resourcing.

  

Type your answer here.

   

Appendix 2: Action plan template

   

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

Date

Person responsible

Budget or resources
(where applicable)

 

 

 

 

 

 

 

   

Appendix 3: Balanced scorecard template

   

KRA (key result area)

Target 

KPI (key performance indicator)

Result

 

 

 

 

 

 

   

Appendix 4: Contingency plan template

   

Contingency   Plan

Company name: BBQfun

 

Name of   person developing the plan

 

Who was   consulted as part of this plan?

 

Risk   identified: 

 

Strategies/activities to minimise the   risk

By when

By whom

 

 

 

 

 

 

        

   

Contingency   Plan

Company name: BBQfun

 

Name of   person developing the plan

 

Who was   consulted as part of this plan?

 

Risk   identified: 

 

Strategies/activities to minimise the   risk

By when

By whom

 

 

 

 

 

 

        

   

Contingency   Plan

Company name: BBQfun

 

Name of   person developing the plan

 

Who was   consulted as part of this plan?

 

Risk   identified: 

 

Strategies/activities to minimise the   risk

By when

By whom

 

 

 

 

 

 

        

   

Task 2

Assessment Instructions

This is an individual assessment. You are required to demonstrate skills and knowledge required to plan and manage resource acquisition.

If you need help understanding any questions, ask your assessor to explain.

Procedure

In response to a simulated business scenario, and using work completed in Assessment Task 1, you will develop and implement strategies to ensure physical and human resourcing is carried out in accordance with organisational policies, practices and procedures and intellectual property (IP) provisions.

Read the BBQfun simulated business information provided in Appendix 1 of this task and in the business documentation provided by your assessor (the same documentation provided in Assessment Task 1). Submit a portfolio of your implementation documents. Keep copies of your work for your records.

1. Plan and implement physical resourcing:

a. Review the physical resourcing activities in the action plan you developed in Assessment Task 1 and elaborate on your plan by including all steps and strategies to acquire resources in accordance with organisational requirements.

b. Explain the risk management strategy needed to protect the organisation’s IP and/or ensure the organisation does not breach third-party IP. 

2. Plan and implement human resourcing:

a. Review the human resourcing activities in the action plan you developed in Assessment Task 1 and elaborate on your plan by including all steps and strategies to recruit people in accordance with organisational requirements (Appendix 1-3).

b. Incorporate IP requirements for human resource acquisition to ensure trade secrets and confidential information is protected from theft, misuse and unauthorised distribution.

c. Prepare using the interview planning template provided in Appendix 4.

d. Assess and make recommendations on two potential recruits in accordance with your plan. You may use the templates provided or develop your own. You may want to use the assessment and evaluation template provided in Appendix 5.

To be deemed competent you will need to successfully demonstrate the following:

You must:

● submit a portfolio including:

○ action plans

○ interview plan

○ assessment and evaluation record with recommendations.

  

Type your answer here.

   

Appendix 2: Action plan template

Physical Resourcing Plan

   

Milestone: Action and/or objective

 

Date

Person responsible

Budget or resources
(where   applicable)

 

 

 

 

 

 

 

Human Resourcing Plan

   

Milestone:   Action and/or objective 

Date

Person   responsible

Budget   or resources
(where applicable)

 

 

 

 

 

 

 

Appendix 3: Expenditure payment approval form

   

For completion by person verifying payment:

 

Date:

Invoice   date:

 

Payee   name:

 

Job/project   number:

Project   title:

 

Description   of payment: 

 

Payment   amount: $ 

ex.   GST 

inc.   GST

 

 

Signature   of person verifying payment

Signature   of delegated manager

 

           

   

For completion by finance:

 

Account   number

Account   name

Amount

 

 

 

 

Total   Payable:

   

Approved:

Signature:

Date:

 

CEO:

 

Finance   manager:

Appendix 4: Interview planning template

   

Planning aspect

Description

Time

 

1. Type of   interview

 

2. Objectives

 

3. Approach
  and style

 

4. Schedule

 

5. Topics and   questions

Appendix 5: Assessment and evaluation template

   

Candidate: 

 

Question

Ideal answer contains:

Number of possible points

Score

 

 

 

 

 

 

Total

 

Recommendation:

   

Task 3

Assessment Instructions

This is an individual assessment. You are required to demonstrate skills and knowledge required to monitor and review operational performance.

If you need help understanding any questions, ask your assessor to explain.

Procedure

In response to a simulated business scenario, and using work completed in Assessment Task 1, you will develop, monitor and review performance systems, analyse performance, identify areas of underperformance, take prompt remedial action and report on operational performance.

In accordance with contingency planning developed in Assessment Task 1, you will take prompt action to address employee underperformance. In a role-play, you will coach the employee in accordance with performance management systems. 

You will then prepare and present a management report describing the performance system, performance results and recommendations for changes to operational plans. Also, you will negotiate changes to operational plans and gain approval for recommendations from the Operations General Manager (your assessor).

Form a group of two people and read the simulated BBQfun scenario information provided in Appendix 1 of this task and in the business documentation provided by your assessor (the same documentation provided in Assessment Task 1). Submit all your implementation documents. Keep copies of your work for your records.

1. Prepare a plan for monitoring performance from the start of implementation to the end of the financial year. You may use the action plan template (provided in Appendix 2) or create your own plan. Ensure you include plans for monitoring and/or documenting:

a. budgetary and financial performance

b. productivity performance

c. employee performance in line with performance management policy

d. milestone achievement and performance against targets

e. dates for monitoring activities in line with scenario

f. resources for monitoring

g. progress reporting at the end of each quarter to the Operations General Manager

h. regular performance management of online staff and lodgement of records with the HR Manager.

2. Identify areas of employee underperformance, determine possible remedial actions and prepare to performance manage underperforming employees. Refer to, follow, or adapt, existing contingency plan for underperforming employees (developed in Assessment Task 1).

3. Follow your contingency plan and the BBQfun performance management policy to coach and performance manage an underperforming employee. Arrange with your team member to role-play the coaching session. You may wish to use the performance management plan template and coaching plan template (provided in Appendices 3 and 4 of this task) to prepare for the coaching session. Make sure you begin a coaching session with an explanation of your role as a coach in supporting the employee to meet BBQfun’s organisational goals.

4. Analyse operational performance as described in scenario, and produce an operational plan status report based on the information provided in Appendix 1. You may wish to use the Operational Status Report template (provided in Appendix 5). You will also need to include in your report:

a. a description of budgetary and financial performance

b. a description of productivity performance

c. an analysis of milestone achievement and performance against targets

d. three recommendations for operational improvement.

5. Arrange a time to meet with your assessor to present your report to the Operations General Manager and negotiate recommendations – involving, for example, changes to plans, changes to implementation of plans, changes to budget, etc. – and seek approval for the implementation of your recommendations.

To be deemed competent you will need to successfully demonstrate the following:

You must:

  • participate in a role-play      coaching an underperforming employee
  • present the report to      Operations General Manager for approval from your assessor 
  • submit all your documents      includes:
    • a monitoring plan
    • a contingency plan       (amended from Assessment Task 1) for managing employee underperformance
    • a coaching and performance       management plan
    • an operational plan status       report, including:
      • a description of        budgetary and financial performance
      • a description of        productivity performance
      • an analysis of milestone        achievement and performance against targets
      • three recommendations for        operational improvement.

        

Type your answer here.

  

Appendix 2: Action Plan Template

   

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

Date

Person responsible

Budget or resources
(where   applicable)

 

 

 

 

 

 

 

Appendix 3: Performance management plan template

   

Name/position:

Manager:

Review period:

 

Reference from operational plan

Key result area

Indicator of success/
  performance

By when

Status report

 

 

 

 

Manager’s comments:

Signature:

 

Date:

 

Staff member’s comments:

Signature:

 

Date:

             

Appendix 4: Coaching plan template

   

Employee:

 

Coach/Manager:

 

Date of session:

 

Questions

 

Goal

 

Reality

 

Options

 

Will

Appendix 5: Operational Plan Status Report template

   

BBQfun   operation plan status report

Date:

 

Plan goal

Implement e-commerce strategy

Department

Operations

 

Plan   objective/s

● redevelop website and acquire physical resources

● recruit and train staff

● achieve profit targets

● adhere to budget

● adhere to timelines.

Person   responsible

Project Officer

    

Key performance indicators

Current    status
   (Red, Green, Amber)

Comments

 

 

 

 

 

 

Key action update

   

Key action

Accomplishments

Comments

 

 

Risk update

   

Risk

Contingency

Comments

 

 

 

 

General comments