BSBOPS502 - Manage business operational plans

Completing your assessment

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Assessment Requirements

1. Complete ALL assessment tasks, projects and questions to a Satisfactory standard, ensuring that you provide enough evidence for your Assessor to prove that you are competent in the unit.
2. Complete this Assessment which involves research and other activities that will make sure you have the skills and knowledge required to demonstrate that you are competent in this unit.
3. Each assessment task is designed to assess your understanding and skills of the unit.
4. Sometimes activities may be available that will help you understand the whys and the hows - the theories and techniques - and to enrich your skills so that they are transferable to other situations.
5. If you do NOT complete some sections of a task or provide enough details etc., your evidence will be deemed Not Satisfactory, meaning that more evidence is required.
6. Your Assessor will then ask you to provide More Evidence, so that you can resubmit your assessment or ask you some further questions. You are allowed to resubmit your assessment evidence up to 3 times before you are deemed Not Yet Competent for the unit. Please refer to Global Training Institute Handbook, found on our website, for more details.

Tasks in this Assessment include:

Task 61 - Establish operational plan

Task 62 - Manage resource acquisition

Task 63 Monitor and review operational performance

Task 64 Written questions

Task 65 - Application to you and your organisation

You have been promoted to department head in your organisation OR a case study, as discussed with your trainer.

One of the first priorities of your new role is to update the existing Operational Plan. Initially you are required to research, analyse and document the information that needs to go in to the Plan.

You will be required to speak with the relevant stakeholders and seek approval to document in the table below:

• 1 The objectives, strategies and tasks that are to be undertaken in your department.

• 2 The resources that are required to complete the tasks

• 3 The staff that have the responsibility of each of the tasks.

• 4 The timelines in which the strategies and tasks must be completed

• 5 The amount of financial resources required to complete each strategy/task.

(Design your own much larger template similar to the one below to assist with this)

Your CEO has warned that there may be a chance that your proposed strategies may not go as planned and to detect trigger points that indicate the existing plan is no longer desirable.

In the table below beside your strategies, indicate:

• 6 The trigger points that you will be looking for.

• 7 The contingency plan that you will implement if trigger points are detected.

You now have the bones of an Operational Plan in the tables above. You are required to use this information and develop an operational plan for your department in consultation and approval of relevant stakeholders.

(use the provided template to assist with this)

T61.8 Ensure that you include:

• 8.1 Resource requirements

• 8.2 Evidence of consultation with internal and external stakeholders

• 8.3 Evidence of approval from relevant stakeholders

• 8.4 Contingency plans

• 8.5 Key performance indicators to measure organisational performance and milestones

Other useful information to include in the operational plan would be deadlines, milestones, budgets, accountabilities, and anything else that will simplify understanding for relevant stakeholders.

You have been requested to explain the Operational Plan to relevant work teams in your department. You are required to develop a presentation of your choice and deliver the plan either live or by Zoom. Your CEO will be out of town at the time of the presentation and has requested you to:

T61.9 Provide a recording of your presentation.

If you are unable to undertake this activity in the workplace, you may need to set up a meeting with family members to create your recording. Evidence of other attendees will need to be shown.

The operational plan has indicated that there is a need to grow the human resource base to implement a number of projects that have been planned for your department OR a case study, as discussed with your trainer,

T62.1 Give evidence of the current HR policies and procedures that will be used for employing new staff.

If you do not have current practice standards and procedures in place, you will need to do some research to provide information and examples

T62.1.1 Give current practice for advertising for a position internally and externally

Use a minimum of 6-8 sentences to write your answer below:

T62.1.2 Give current practice for screening applicants

T62.1.3 Give current practice for interviewing applicants

T62.1.4 Give current practice for selecting suitable applicants

T62.1.5 Give current practice for advising suitable applicants they are successful and that they are to start on a certain date

T62.1.6 Give current practice for advising applicants they are not successful and what is done with these applications

T62.1.7 Give current practice for inducting and training of new employees

The operational plan has indicated that there is a need to purchase physical resource and services to implement a number of projects that have been planned for your department OR a case study, as discussed with your trainer,

T62.2 Give evidence of the current policies and procedures that will be used for purchasing resources (plant, equipment and materials) in the organisation.

If you do not have current practice standards and procedures in place, you will need to do some research to provide information and examples

T62.2.1 Give current practice and documents for planning the breakdown of the steps for the procurement of resources,

e.g. Gantt Chart or PERT flowchart

T62.2.2 Give current practice and documents for selecting suppliers for the procurement of resources

T62.2.3 Give current practice and documents for the procurement of resources

T62.2.4 Give current practice and documents for quality control

T62.2.5 Give current practice and documents for tracking the budget

T62.2.6 Give current practice and documents for tracking the timeline

Your CEO has indicated that he wants to ensure that consideration is given to protect Intellectual Property during the procurement process for your organisation OR a case study, as discussed with your trainer,

T262.3 Give current practice and an example of documentation that may be used:

T262.3.1 For the protection of intellectual property for the organisation.

T262.3.2 For the protection of intellectual property for the suppliers.

You have been asked to assess the progress of the operational plan in achieving profit and to ensure that targets for productivity are being met for your department OR a case study, as discussed with your trainer. By reviewing your Operational Plan and consulting with relevant stakeholders:

T63.1 In the table below develop a performance system to assess progress for the resources acquired:

T63.1.1 List the resources acquired

T63.1.2 Record the quantity purchased

This may include volume, numbers acquired

T63.1.3 Quality of resource acquired

This may include consistency, reliability, conformance, durability, accuracy, dependability

T63.1.4 Timeliness of resource acquired

This may include speed, delivery, availability, promptness, timeliness, on schedule

T63.1.5 Ease of use of resource acquired

This may include flexibility, convenience, accessibility, clarity, support

T63.1.6 Financial performance of resource acquired

This may include cost, price, value

Create your own larger table similar to the one below if you prefer

By reviewing the progress of the operational plan in achieving profit and productivity, you have been able to identify under-performing acquisitions for your department OR a case study, as discussed with your trainer,

T63.2 In the table below,

• 2.1 List the underperforming acquisitions

• 2.2 List the recommended solutions to improve these acquisitions

• 2.3 How you will implement these solutions to rectify the situation

Once the solutions have been implemented, you are required to monitor their success for your department OR a case study, as discussed with your trainer,

T63.3 Give a detailed explanation of the strategies you have to monitor the solutions you will implement

Use a minimum of 6-8 sentences to write your answer below:

You are also responsible for the support of individuals and teams for your department OR a case study, as discussed with your trainer. In the table below:

• 4 Give a review of the strategies you have to mentor individuals and teams in your care.

• 5 List the staff responsible for the mentoring process.

Write task instructions here - For your organisation OR a case study, as discussed with your trainer,

T64.1 Explain the role of an operational plan in achieving the organisations objectives.

Use a minimum of 6-8 sentences to write your answer below:

T64.2 Explain how fair trading legislation laws are relevant to the implementation of the operational plan.

Use a minimum of 6-8 sentences to write your answer below:

T64.3 Explain how work health and safety legislation is relevant to the implementation of the operational plan.

Use a minimum of 6-8 sentences to write your answer below:

T64.4 Outline the organisations policies and procedures that directly relate to the operational plan.

Use a minimum of 6-8 sentences to write your answer below:

Considering what you have learned in this unit,answer the following questions:

T65.1What is the number one thing you have learned from this unitAND why is it number one?

T65.2How will this new knowledge benefitYouand/oryour organisation?

T65.3To apply this knowledge, in your life or organisation, what is the next step you will need to take?

T65.4When will this step be completed?