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Assessment Templates
BSBMGT517 Manage operational plan
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ILSC Greystone College BSBMGT517 Manage Operational Plan Project template guide V2.0420
Task 2 – Knowledge Questions Template
Please provide answers to the following 9 questions:

1. Explain the role of an operational plan in achieving the organisation’s objectives.

- the op. plan is the guideline to achieve the objectives of the company
- A series of steps to be follow, carefully designed to make processes work in the
desired way, achieving a certain result
- Example: Marketing or Development operational plan
- Operational plan can help the organization to monitor, evaluate, update and
improve which will help the organization to reach the objective
- Operational plan also clearly identify the resources that we need like, financial,
human resource, technology etc.
- It also gives you the clarity on timeline and schedule

2. Describe how operational plans are developed through the basic strategic planning
approach.

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 - Strategic Plan Includes: Organisational Mission statement, vision, value, Goal
- Research to identify the target market, culture, customer behaviour, rules,
regulation, market segmentation
- Identify the political, social, technological, economical factors
- Understanding the scope of the project/product/services
- Meeting the business need with the need of the people
- How to monitor the standard that the business offers

3. Describe how operational plans are developed through the goal-based planning approach.
- Assessing SWOT – internal and external
- Checking priority of the goals and updating the operational activities
- Re-designing the message to promote, market, advertise
- Maintaining the time lime
- Managing the schedule
- Developing and managing the operational budget
- Implementation planning
- Monitoring, review, update
- Record keeping, maintaining accuracy – financial information
- Managing the specialist staff required to achieve the goals
- Measuring performance and giving feedback

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4. Describe how operational plans are developed through the alignment planning approach.
Adaptability = alignment
External environment:
- Competitions,
- Segmentation, market segments,
- Govt. Policy, legal, social
- Competitive advantage
- Diversification
Internal alignment:
- Opt plant need to align the company’s mission, vision, value
- Opt plan must have alignment with priority
- Inter department activities
- Communication
- Internal policy
- areas of improvement
- priorities the development plan Align with the strategies

5. Describe how operational plans are developed through the scenario planning approach.
Scenario planning is to identify possible changes in the market and figure out the
consequences to your business, threats or opportunities.
- Evaluate and identify the issues/trends (example: marketing) to predict the
possible future scenarios
- Measuring the risk/opportunity involved with the scenarios
- Prioritizing the risk/opportunity based on the impact and probability
- Planning the plan b or strategies for dealing each scenario
- Assuming the result/new result

6. List alternative approaches to developing key performance indicators (KPI) to meet

business objectives.
- KPIs need to meet the company policy and procedures
- Identify the standard or quality that we offer
- Business need to set priority on goal setting to identify the KPI
- Look for your critical success factor and how you can measure them; them you
find a indicator number to show you how good or how bad you are running.
- The measurements of success of specific tasks - functional, soft skills
- KPI can also works as a trigger for the contingency plan.

7. Explain what is meant by the budgeting term ‘forecast income’.

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 Forecast = expected, projected, future, budget
Not actual. It’s probable or estimation of future income.
Expected income.
By forecasting income, we can predict the forecasted expenses
Which will give a better control over monetary planning
a future projection based in actual numbers.
it show the "balance" of the month, or at the end of a period
Example: Interest received, rent received, cash inflow by sales.

8. List the main expenditure categories that would be included in a budget. (Operational)
- Rent
- Utilities/Bills
- Wages, Salaries
- Equipment
- Furniture rent
- Staff trainings
- Consultant fee
- Supply materials, stationery
- Raw materials
- Traveling cost
- Maintenance cost

9. Explain what is meant by the term ‘cash flow’.

Amount of money coming in that we can use in running the operation.
Cash inflow or outflow/money coming in and out of the business
Difference between income and expenses (not profit – tax, COGS)
Liquide resources which make possible your business to keep running.
Cash flow is also status of the operational budget.
Money that is available for use for our company after our costs.
Cash flow it is a way to control the money – effective use of financial resource
Keep the control over financial resource.

9 Questions Total

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Task 3 - Project: Managing an operational
plan at work
Use the operational plan and briefing template below.

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 Add a cover page
(BizOps Enterprises Operational plan and Executive briefings)

Template Instructions: Customise your operational plan. Remove all red instructions and update the
table of contents. Working with landscape pages in this document. https://support.office.com/en-
us/article/change-page-orientation-to-landscape-or-portrait-9b5ac1af-9998-4a37-962b-
a82b689572a9
File name: Add your student number and first name to the front of the file name and add SUB1 at the
end. For subsequent attempts change to SUB2 etc.

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Contents
Assessment Templates....................................................................................................................1
BSBMGT517 Manage operational plan............................................................................................1
Submitting your assessment..........................................................................................................1
Task 2 – Knowledge Questions Template......................................................................................2
9 Questions Total...........................................................................................................................4
Task 3 - Project: Managing an operational plan at work................................................................4
1. RESEARCH & ANALYSIS..............................................................................................................7
2. OPERATIONAL PLAN..................................................................................................................7
Mission..........................................................................................................................................7
Objectives & Resources.....................................................................................................................7
3. CONSULTATION PLAN..............................................................................................................10
4. CONTINGENCY PLAN................................................................................................................11
5. BRIEFING: PROCUREMENT OF DELIVERY VANS........................................................................12
6. BRIEFING: INTELLECTUAL PROPERTY GUIDELINES...................................................................12
7. BRIEFING: RETAIL OUTLET WORK TEAMS................................................................................12
8. MONITORING PROCESS...........................................................................................................13
9. BUDGET...................................................................................................................................14
10. PROGRESS REPORT (31st July)...............................................................................................15
11. OPERATIONAL COACHING PLAN..........................................................................................16
Risks:...........................................................................................................................................16
12. INFORMATION MANAGEMENT GUIDELINES.......................................................................16
13. IMPLEMENTATION STRATEGY: Operational Plan - Sales staff..............................................16
BizOps recruitment policies:........................................................................................................17

Update the table of contents before submission

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 1. RESEARCH & ANALYSIS
6-10 research questions:
Model:
- Are we buying new or secondhand vans?
- which brand?
Supplier:
- With the company that we are buying from, is services and warranties included?
- Are any Warranties?
- will the maintenance service be outsourced/offered by the suppliers?
- Do we have guarantee for any damage in the vans?
- will the maintenance service be outsourced?
Tech Spec:
- Do the vans need to have cooling system?
- how much millage we expect to travel per day?
- All the vans are producing nationally?
- Automatic or manual vehicle?
- What do we want our standard size for deliveries to be?
- What sustainable practices are part of your van service?
- All the raw material to produce the vans are from the same country (factory
assembled) ?
- Electric or fuel powered vans?
- diesel or petrol?
- How much space or load capacity should the vans have?
- Aftermarket available for genuine parts
Financial:
- Are we leasing or buying?
- Can we lease the vans instead of buying them?
- Insurance coverage by the company?
- Payment policy/ or installment?
- How much are we going to spend in tolls because of the size of the vehicle?
-

Sources: (answer to the question)

- calling suppliers/car dealers

- visiting car stores websites
- researching on the internet or asking a specialist about comparing
brands/space/electric or fuel (articles)
- searching on the internet (links)
- asking the company about insurance
- Automobile industry report Australia
- https://www.commercialvanshelving.com/blog/best-cargo-van-small-businesses
- https://www.vanwisegroup.com/news/top-10-most-reliable-used-vans/

Findings

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 Model/Brand Spec Fuel Price After Sales Etc…
Services
2019 Mercedes-Benz Gas mileage: $33,790 for Available for 2 Cargo space:
Sprinter Van 19 miles per 1500, as much years – twice a year 568 cubic feet
gallon as $44,390 for Max payload:
or 3500EX 6,735 pounds
(Electrical
car)
Mercedes-Benz Vito automatic diesel fuel 19000 pounds warranty, we
119 Bluetec Tourer gears price need to
Select XL 8 Seater contact
Minibus retailer
2019 Chevrolet gas, 24 miles 31900 Max payload: 4,100 Warranty: 2y
Express/GMC per gallon pounds; Cargo
Savanna space: 239.7 cubic
feet

2019 RAM 137.1 cubic 21 miles per price:$24,295 Other info: nine- Warranty: 2
ProMaster City Van feet gallon city/28 speed automatic years
miles per transmission
gallon outfit it with special
highway features like GPS
navigation,
Bluetooth and
Internet
connectivity, as
well as a rear-view
camera
2019 RAM 137.1 cubic 21 miles per price:$24,295
ProMaster City Van feet gallon city/28
miles per
gallon
highway

Ford Transit 300S Transmission ; Fuel 7.2L / Price $34,500 Warranty :60
(SWB) 6 SP 100km - $41,030 months /
AUTOMATIC DIESEL 999,000 kms

2. OPERATIONAL PLAN

Mission (BizOp Operationa Plan PDF)

The following organisation’s mission statements are related to the operational item, delivery van:

• providing high quality and innovative products and services to customers

• meeting the changing needs of customers
• delivering speedy and personalised service
• employing professional and enthusiastic staff (driver)
• providing clean and ‘green’ products and services

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• adopting sustainable work practices

Objectives & Resources

State the objectives as outlined in the BizOps Operational Plan and the resources to be acquired.
- Operational plan on purchasing delivery van and decals attached by 31 July
- Purchasing 150 vans for each outlet
- Meeting the company’s preference or ensuring the vans will fill their purpose
- Meeting the budget
- Meeting the customer need
- Ensuring the quality in delivery or services

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No. Activity Resources Procedures Responsible When Budget KPI
Define specifications of the Van purchase Have a meeting Marketing team, 01 July All members to attend
van – list 10 questions, meeting minutes. with Marketing meeting according to
sources of information, and Automobile representatives of Manager, date and time.
findings industry report. outlets, marketing Retail staffs,
1. Budget manager and Financial staffs, Short report on research
Unit of van. operational service Sales staff findings
Current uses of van. manager

Research on availability of Short report on Phone call to Operational plan 4 July List of all suppliers
the models, stocks, research findings suppliers team who offers the van
specifications etc. Meeting Budget of the BizOps prefer to
2
Website project $7.5 purchase
information million,
request
for 150 outlets,
Collecting quotes from List of all Sending email Operational plan 7 July Folder full of quotes
3 possible suppliers with suppliers Follow up call team $50.000 per outlet
price, spec, offers, etc.
Short list the suppliers Folder full of Comparing them Operational plan 10 July Short listed suppliers
quotes and sorting team Schedule a meeting
Find the non- with them
4
negotiable items
Negotiable
items
5 Meeting with the Comparative One to meeting Operational plan 13 July Final list of suppliers
suppliers and negotiate report Specific request team Drafts of contracts
for the suppliers Retail Manager,
Negotiate Financial Manager
Share he
agreement areas

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 Finalize the suppliers and Final list of File the Financial team, 15 July Final version of
creating the contract, suppliers contracts draft. Financial contract and
agreement, purchase Drafts of Conduct internal manager, documents file ready
order, financial, insurance, contracts meeting with operational plan
registration etc. responsible team, Sales staff,
team. Company
6
Meeting with Lawyer
the lawyer.
Final version of
contract and
documents.

Branding sample and IP policy, Meeting with Marketing team, 17 July Final sample ideas to
approval meeting Logo and design supplier. Marketing be approved.
branding Design and print manager, Final contract signed
documents, 3 sample Design supplier, by the design
Copyright policy, versions. Sales team supplier
Customer’s Set the budget
choice/preferenc and deadline for
e the job.
Sign off the
contract

Operational plan team Details for Meeting with Operational team 18 July Feedback and final
meeting delivery vans team managers Retail Manager, decisions
Financial Manager,
final list of feedback and
Marketing
suppliers review manager,
7 contracts, offers, Financial manager,
warranty, Sales Manager
agreements
Branding
osamples

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 Presentation to the senior Final decision on Presentation to Senior 19 July Finalized decision,
management team and vans and senior staff management approved contracts,
receive the approval suppliers Meeting and team, core team suppliers and vans
8
Contracts and feedback managers,
agreements get approval operational
manager
9 Sign the agreement and Finalized Get the Operational team 20 July - The work order
make the purchase order contracts and signatures from Purchase team placed to the
agreement the both parties Supplier suppliers
10 Recruit the van drivers Job specification, Collect Resume outsource to an 23 July $15000 150 van drivers
experience and Interview agency selected
requirement Test or
document Select HR team
or
outsource to an
agency
11 Van driver training Training schedule Allocate trainer Trainers 25 July NEED if external 150 van drivers
and driver for New drivers trainer $15000 training complete
training HR team For 150 outlets
Rent/use
existing vans for
training purpose
10 Van delivered Vans Van suppliers Supplier 31 July 150 decal vans are
Decals received the Operational delivered in 150
design Manager retail outlets
Decal all vans Retail outlet
before delivery manager
Retail outlet Logistics team
managers
receive the van

Add more rows as needed

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 3. CONSULTATION PLAN
According to operational activities, outline who will need to be consulted as such a large
expenditure item may require the involvement of other departments. Refer to BizOps
organisational charts. Insert more rows as needed.

Consultation
Strategy Role Objective Methods
stakeholder
Decision making Keep informed Email communications
Senior Personal visits
management team Staff meetings
Presentations
Retail Outlet Implement the operational Implement plan Email communications
manager and staffs plan Consult Videoconferencing
Keep informed and
up to date
Sales Manager and Implement the operational Implement plan Email communications
staff plan to increase sales Consult Newsletters
Personal visits
Staff meetings
Financial Manager Monitor and control revenue Implement plan Email communications
and staffs and expenses Consult Personal visits
Staff meetings
HR Manager Implement the operational Implement plan Email communications
plan and manage human Consult One to one meeting
resource or staff Recruit, develop, Interview
development needs evaluate Staff meetings
performance
Core Managers Keep informed and up to Implement plan Email communications
date Consult Staff meetings
Prevent misunderstanding of Obtain feedback
plans among departments

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 4. CONTINGENCY PLAN
Provide detailed strategies to minimise the following risks as referred to in assessment task 5. Include specific dates according to BizOps operational
plan and responsible persons.

No. Risk Strategies/activities to minimise the risk By when By Whom

Juliana and team:
Vehicle supplier cannot supply 150
1. We can find a second supply to sale for the same
units by 31 July.
price than the first. And buy 50% for the vans
2. Start the job with the total of vans that the supply
have
3. Get a discount on the price?
4. Change the dates for insurance 23 July Operational Plan
Team,
From Maraid OD to Everyone: 07:59 PM Retail Staffs,
1 1. get rental vans from them while we wait for our Legal Consultant,
purchased vans Delivery services
2. share vans between retailors in the same area team,
3. get more vans from another supplier Sales and customer
4. priories the retailors that need them the most service team
5. get a discount or penalty for late delivery

Luis David:
Establish a daily delivery plan, minimum delivery limit
in stipulated time periods
2 From Juliana Sarda 45822 to Everyone: 08:16 PM
The corporate logo is being redesigned
We can use just the name of the company or a simple
and will not be released until August
logo, print and decal until the logo be recreate
20. Vehicle decals must be developed
From Maraid OD to Everyone: 08:16 PM 26 July
before putting the job out to tender.
Magnetic logo or temporary stickers, easy to apply Marketing manager
and remove Marketing Team,

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 Small to save money, 1 logo per van to save money, Sales team
using lights to representive colours, Reuse old Operational Plan
materials with logo to save money, Team
From Fabricio Cruz to Everyone: 08:17 PM Design Supplier
Prefer print the name of company. Because if we use
another logo, can create confusion.
magnetic logo isn't good for vans. It is not safe.

From Juliana Sarda 45822 to Everyone: 08:36 PM Finance Team and

The budgeted cost per vehicle of
1.Negotiation them because it is big order - Fabiana Manager,
$42,680 is based on the current
Kurrle Operational Plan
exchange rate of the Australian dollar.
2. Offer a reduced the price (15%) – Fabricio Cruz Team,
There is a risk the dollar value could
3. consult will financial team for currency exchange Legal Consultant,
drop by 10–15% and increase the
forecast for best exchange rate – Nathamon Purchase team,
value of the vans by this percentage,
Bank,
($49,082)
5. we should try to get the best price with a good Suppliers
negotiation – Rafaela
7. freeze the price for the payment period with the
bank – Fabiana Kurrle
3
From Maraid OD to Everyone: 08:39 PM
1.Discuss a fixed price - Annelies
2. Sign the contract to deal with the price that can
change in the future - Alisa
3. The value of the trucks should be negotiated in
advance by the purchasing department (add that into
the purchasing policy to avoid future risk) and avoid
the price rising - luis David
4. priorities the contract to have them signed earlier
with a fixed price to avoid the drop

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 5. BRIEFING: PROCUREMENT OF DELIVERY VANS
Write an executive briefing aimed at senior management.
Research online possible vans and make recommendations. Choose at least two types. You must
include details such as size, engine capacity, fuel efficiency and warranty), and their suitability to
align with BizOps’ commitment to being environmentally friendly. Refer to the assessment task
to ensure all points are covered. Format this section as a briefing document. (Approximately 2
pages with images.)

Briefing for Delivery Vans

Prepared for: Senior management team

Prepared by:

Date:

Introduction:

we are responsible for purchasing 150 vans for deliveries with a budget of 7.5 million. Why?
How this will help the company? What benefits the company/customers will get?

To ensure Speedy delivery as stated in our mission statement ensure Customer service quality is
up to our standards. Customers will get premium services and not have to wait. No middleman
(delivery outsourced) between retailor and customer. To expand the area of business. Give a
better price to our customers by offering delivery service.
One of the benefits is if the vans are purchased by the company, the company should be able to
claim 100% of the annual running costs, depreciation, and interest cost. This premium service
for the customer will end in positive review and more sales in the end (customer retention).
Competitive advantage in the market. Delivery accountability also belongs to the company, thus
the service is more reliable and gain trust of the customers - making sure products will be
delivered in a safe way , avoiding lost or damages.
To make publicity while the van is on the streets. Also, to improve stock takings, vans could help
in the supply chain, Moving stock from one shop to the other. Improve delivery times, faster
delivery. Create uniform with logo partners

Objective:
- Operational plan on purchasing delivery van and decals attached by 31 July
- Purchasing 150 vans for each outlet
- Meeting the company’s preference or ensuring the vans will fill their purpose and meeting the
customer need, ensuring the quality in delivery or services

Proposed Delivery Vans: (COPY AN PASTE FROM ACTIVITY 1)

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 Option 1 (Model Name) Option 2 Option 3
Specifications: Specifications: Specifications:

(use information from (use information from (use information from

activity 1) activity 1) activity 1)

Recommendation:

Why which one is 1st choice and which one is the third choice?
Information based on specification, customer review, brand reputation etc.

Policy and procedures:

Vendor Selection: (Purchasing Procedure)
Vendor selection for all purchased items will be in accordance with the BizOps Purchasing resource acquisition
policy.

Purchasing responsibilities: (Purchasing Procedure)

The Business Operations Manager is responsible for ensuring that the requirements of the
BizOps purchasing policy are adhered to. This includes maintaining appropriate procurement
methods, placing orders with approved suppliers and forwarding all paperwork to the Finance
Manager for payment.

Associated policies and procedures: (Purchasing resource acquisition policy)

Refer to the procedures section of the intranet for the following:
• Purchasing resource acquisition procedures
• Sustainability environmental policy

6. BRIEFING: INTELLECTUAL PROPERTY GUIDELINES

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Write a briefing that outlines intellectual property issues that may be associated with the
implementation of the operational plan. (approximately 250 words or ½ page) Refer to
assessment for all information to complete this section and access the relevant BizOps document.

Intellectual property guideline:

Intellectual property (IP) is a term used to encompass a range of legal rights that protect the
creations of the mind and creative effort. Patents, trademarks and registered designs are
examples of IP, as is copyright.
Once that period has ended, the work will then move into the public domain where it can be
used without the need to get permission from, or pay, the original owner or the subsequent
rights holder.

Guidelines for branding and logo designs

 Service providers such as graphic designers, web designers, distributors and other third
parties must enter into appropriate agreement contracts that contain provisions relating to
confidentiality, non-circumvention conduct, restraints of trade and IP ownership/use.
 BizOps Enterprises must have access to the information and the logo at any time.
 BizOps Enterprises must have access to the base data.
 BizOps Enterprises has ownership of the logo and any other information produced to design
the logo.
 The logo cannot be shared to any other company
 All Drafts / versions of the logo and/or branding must be delivered in a digital format
 In case BizOps Enterprises require any of the information above, it will be solicited by a
formal document.
 The supplier cannot use the logo for financial benefits
 All information about BizOps Enterprises must be kept confidential

Source: Intellectual Property and Copyright Policy, BizOps Enterprise

7. BRIEFING: RETAIL OUTLET WORK TEAMS

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Refer to assessment task for all information to complete this section. Ensure you cover all points
and access relevant BizOps documents. (approximately 250 words or ½ page)

Briefing to the retail outlet work teams

Dear Retail Outlet Team,

We are glad to inform you here at BizOp we are expanding our team with a delivery van
to ensure our customers get the same great service they receive in stores as they do
with their deliveries. Helping us to stay a competitive company and improve our
services together here at BizOp.

How this will help them and make their jobs better?
Them can offer better delivery time. Less pressure for the team as part of the sales will
go through delivery now. Better delivery timetable. Good selling point and help the
customers by getting clear information from sales to delivery. Expanding the
business and able to reach out to new areas. Our team will be able to make better
deals since we are not dealing with an outsourced service anymore. The supply chain
team, will also be able to use the vans for internal supply change management which
will reduce the expenses.
What are the areas in operational plan they need to work on for successful
implementation?
- The staff can make the customer aware of the new service while the are receiving
the orders.
- Organize the product list that you prefer to deliver or prefer the customer to pick
up.
- Organize a team meeting on this new change, to aware them.
- Including the delivery option in the advertisement - to make a publicity.
- Share the information through intranet - free channel client / company, notice
board,
- chat, information, newsletter etc.
- Check the extension area for distribution that the company can cover with.

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 - Creating a delivery location schedule – time, location, responsible driver
- GPS on the vans to control the time for delivery

How could an existing retail staff help to run the project?

It may also suggested to assign a retail staff to schedule and monitor the timeline of
maintaining the delivery activities.

WHS Direction or guideline or training?

Please follow the WHS and Fair work guideline attached and introduce that to the team
member for their safety and security.

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 8. MONITORING PROCESS
Refer to your operational activities and the KPIs developed in section 2 to develop a monitoring process for the detailed operational plan implementation.
Use the assumption that the timeline for the plan is set for one month (completion by 31 July). Refer to assessment task for all information to complete
this section and ensure you cover all points. See example below as a guide.

Monitoring process
No. Activity Resources Procedures Responsible When Budget KPI Colour code columns or use other methods to
show the monitoring process

30% of the 65% of the 95% of the

task is task is task is
completed completed completed

Van purchase Have a meeting Marketing All members

Define 01 July 2 vans 3 vans 4 vans
meeting minutes. with team, to attend
specifications of
Automobile representatives Marketing meeting
the van – list 10
industry report. of outlets, Manager, according to
questions, sources
Budget marketing Retail staffs, date and
of information,
Unit of van. manager and Financial staffs, time.
and findings of 5
Current uses of van. operational
vans Sales staff
service manager
Short report
on research
findings
1. Budget of
the project
$7.5
million,

for 150
outlets,

$50.000
per outlet

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 Short report on Phone call to
Research on Operational 4 July List of 20 List of 4 List of 14 List of 18
research findings suppliers
availability of plan team suppliers suppliers suppliers suppliers
Meeting
the models, who offers
2 stocks, Website the van
specifications information BizOps
etc. request prefer to
purchase
Sending email
Collecting List of all Operational 7 July Folder full 5 Quotes 11 Quotes 18 Quotes
Follow up call
quotes from suppliers plan team of quotes Collected Collected Collected
possible
3
suppliers with
price, spec,
offers, etc.
Comparing 10 short
Short list the Folder full of Operational 10 July
them and listed
suppliers quotes plan team
sorting suppliers
Find the non-
Schedule a 2 Suppliers 7 Suppliers 9 Suppliers
4 negotiable
meeting Short Listed Short Listed Short Listed
items
with them
Negotiable
items
One to Operational Final list of
5 Meeting with Comparative 13 July 1 Final 3 Final 4 Final
meeting plan team 5 suppliers
the suppliers report Supplier Supplier Supplier
Specific Retail
and negotiate Manager, Drafts of
request for Major Contract Contract
Financial contracts
the suppliers points of clauses and drafted
Manager
Negotiate contract points
Share he drafted drafted
agreement
areas

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 Final list of File the
Finalize the Financial 15 July Final
suppliers contracts
suppliers and team, version of
draft.
creating the Drafts of Financial contract
Conduct
contract, contracts manager, and
internal Second
agreement, operational documents First draft
meeting with draft Final
purchase order, plan team, file ready version of
responsible version of version of
financial, Sales staff, contract
team. contract contract
6 insurance, Company and some
Meeting with and most and
registration etc. Lawyer documents
the lawyer. documents documents
are
Final version are file ready
collected
of contract collected
and
documents.

IP policy, Meeting with Marketing Final

Branding sample 17 July
Logo and design team, sample
and approval Final Final sample
branding supplier. Marketing ideas to be Sample
meeting Ideas ideas to be
documents, Design and manager, approved. ideas are
Copyright policy, print 3 sample submitted. approved.
Design Final drafted.
Customer’s versions. Final Final
supplier, contract Contract
choice/preferenc Set the budget contract contract
Sales team signed by drafted for
e and deadline proposed signed by
the design the design
for the job. the design the design
supplier supplier.
Sign off the supplier. supplier.
contract

Details for Meeting with Operational Feedback

7 Operational team
18 July 5 feedback 10 15
delivery vans team and final
plan team Retail Manager, forms feedback feedback
final list of managers decisions
meeting Financial

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 suppliers feedback and Manager,
Marketing forms forms
contracts, offers, review received
manager, received received
warranty, complete,
agreements
Financial complete, complete,
manager, and
Branding and and
Sales Manager suggestions
osamples suggestions suggestions
from these
from these from these
Final decision on Presentation Senior Finalized
Presentation to 19 July still Finalised
vans and to senior staff management decision,
the senior deciding finalised decision,
suppliers Meeting and team, core approved
management between 2 decision, approved
8 Contracts and feedback team contracts,
team and vans, contract contracts,
agreements get approval managers, suppliers
receive the contract submitted suppliers
operational and vans
approval drafted and vans
manager
Finalized Get the Operational The work
9 Sign the team
20 July 13 19
contracts and signatures order 6 suppliers
agreement and Purchase suppliers suppliers
agreement from the both placed to signed and
make the team signed and signed and
parties the received
purchase order Supplier received received
suppliers order
order order
Job specification, Collect outsource to 150 van
10 Recruit the van 23 July $15000 45 drivers 98 drivers
experience and Resume an agency drivers 143 drivers
drivers hired, and hired, and
requirement Interview or selected hired, and
document Test HR team
completed completed
HR HR completed
Select HR
or recruitmen recruitment
t processes processes recruitment
outsource to
and and processes
an agency
contracts. contracts. and
contracts.

Training schedule Allocate Trainers NEED if 150 van

11 Van driver 25 July 50 drivers 110 drivers 145 drivers
trainer and New drivers external drivers
training trained trained trained

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 driver for HR team trainer training
training $15000 complete
Rent/use
For 150
existing vans
outlets
for training
purpose
Vans Van suppliers Supplier 150 decal
10 Van delivered 31 July
Decals received the Operational vans are
design Manager delivered in
Decal all vans Retail outlet 150 retail 45 decal 95 decal
before manager outlets vans vans 140 decal
delivery Logistics team delivered delivered vans
Retail outlet delivered
managers
receive the
van

9. BUDGET
Refer to assessment task for all information to complete this section. Read through relevant BizOps documents and information to provide budgetary
figures according to acquisitional activities as outlined in the assessment instructions.

Prepare a budget using the table in the template for the purchasing and decaling of the vans using the following criteria:
 The project covers a period of three months from 1 July to 30 September, which should cover all of the financial aspects of the detailed operational
plan.
 Financial management is based on accrual accounting, so expenditure is based on events such as the approval of a purchase requisition and not when
cash finally changes hands.
 Purchase of the vans is based on a 10% payment on placement of the order and the remainder on receipt of goods. The budget allocation for each
van is $42,680.
 Design of a van decal requires 50% payment on concept approval and 50% of delivery of final design. The cost for the design is budgeted at $5,000.
 Decaling of vans is a payment on a weekly invoice based on the number of vans decaled. The cost for each van is budgeted at $1,000.

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 Project management is a set weekly expenditure item of $6,000 for six weeks.
 Staff training in van operational procedures occurs in the two-month period after delivery and has an allocation of $3,000 per retail outlet for casual
replacement staff.

Items July August September Total

Van Allocation 10% of 42680 X 150 vans $5,761,800 - $ 6,402,000

$640,200
Design $2500 $2500 - $5,000

Decaling of vans $50,000 $50,000 $50,000 $150,000

Project management $24,000 $12,000 $36,000

Staff training - - $450,000 $ 450,000

Total $716,700 $5,826,300 $500,000 $7,043,000

10. PROGRESS REPORT (31st July)

Refer to assessment activity for all information to complete this section. Report on each progress point as outlined in the assessment instructions.
Analyse the budget and determine whether the operational activity is favourable or unfavourable according to the budget and provide prompt actions. C

Using the monitoring process developed in activity 8, prepare a review of the operational plan’s progress to date. Use the table in the template and
ensure you cover the following items:
a. Analysis and interpretation of budgeted and actual financial information
b. Identified areas of under-performance

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c. Recommendations for variations to the operational plan

Budget Variance
Operational plan progress activities Comments/actions
favourable/unfavourable
The order for 150 vans has been placed
- An increase of $2,558.00 for each van according to the budget.
with a purchase value of $45,238 for each UF - Report on increase as budget risk.
van
There is shortfall in supply and only 67
- Contingency planning for two months for the remainder vans
vans have been delivered. The remainder UF - Report on delay of delivery.
should be delivered in two months
The van decal has not received final - Send an email to CEO office to follow up for the approval in 3
approval from the CEO, but this is F days
expected within the next few days - Confirm or update to the design company
All of the supplied vans should be decaled
- Remind to the van suppliers
in the next 30 days F - Schedule the number per week to be decaled (67/4weeks)

The remainder of the decaled vans should

- Share with the van suppliers
be decaled within 30 days of their F - Schedule the new number per week to be decaled
delivery.
Project management costs need to extend
to 12 weeks, but the second six-week
period should only cost $3,000 per week F - Monitor the cost effectively to keep $3000 per week

The purchase order specified vans with

manual transmission. They only require a - Report on increase as budget for manual driving license.
normal driver’s licence for operation, but - Creating the training budget
approximately 50% of the retail staff have UF - Developing the training schedule (timeline, ho is responsible
never driven a manual vehicle etc.)

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 11. OPERATIONAL COACHING PLAN
Refer to assessment instructions for all information to complete this section.

The retail staff have had a series of consultation meetings with managers and have developed a proposal where staff who have only ever driven
vehicles with automatic transmission, should have specific external training to operate vehicles with manual transmission. This should cost
approximately $200 per person and there are 315 people who need this training. After the initial training, they have requested that a skilled
workplace coach support them in using the van for their first five deliveries. The time cost of this coaching would equate to another $250 per
person.
Prepare a strategy using the template for the external training and internal coaching of sales staff to enable them to drive the vans for deliveries. The
strategy should include the following:
a. KPIs for monitoring the plan’s implementation progress and outcomes
b. A breakdown of the overall plan into tasks
c. Timelines and responsibilities assigned for each task
d. A budget allocation to appropriate tasks
e. A mechanism to quantitatively analyse the level of completion of each task
f. A process to evaluate the outcomes of the plan
g. A risk analysis of factors that could prevent the successful implementation of the plan

Timelines & Responsible

Operational activity Budget allocation Outline of tasks KPIs
persons
External training: 315 staffs X $200 - Group the staffs who need Timeline: 8 weeks All 315 staffs received the
training training within 2 months
$63,000 - Select the trainers Responsible:
- Schedule sessions, sessions - Retail managers All have passed the driving
per week - Retail staffs test and received the license
- Manage the training location - External Trainers
and timing - HR manager The training is completed

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 - Financial team
- Scheduling training during the - Operational manager within the budget $63,000
working hours
- List the coach names Timeline: 10 weeks
All staffs received and
- Check coach experience Responsible: completed 5 coaching
- Create support schedule - Retail managers
315 staffs X $250 sessions successfully.
- Measuring budget and the - Retail staffs
Internal coaching:
schedule or timeline - Workplace Coach
$78,750 The training is completed
- Thinking about the - HR manager within the budget $78,750
contingency plan if the time or - Financial team
money exceed - Operational manager

Risks:
Outline at least 4 risks to implementing the operational coaching plan.
1. someone could fail the test
2. The staffs are not be confident enough and caused an accident without insurance
3. If the budget is not approved
4. Low attendance and could not finish the trainings on time
5. Could not find enough number of trainers within the time period
6. Take more time than expected
7. Over budget
8. False Document, or expired license
9. Short of staff who can coach new drivers

12. INFORMATION MANAGEMENT GUIDELINES

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Refer to assessment instructions for all information to complete this section. Access BizOps Information management policy and procedures and prepare
a maximum of one-page guidelines to assist operational managers in managing and storing operational information in accordance with policy and
procedures.

12. INFORMATION MANAGEMENT GUIDELINES: Past records associated with the management of operational plans, appear to be very difficult to find.
A few questions to other managers have indicated that many of the files are still held by the relevant operational managers. Access the BizOps
‘Information Management Policy’ and ‘Information Management Procedures’ and write a one-page set of guidelines that will assist operational
managers in managing and storing this information in accordance with policy and procedures. Use the template for this activity

INFORMATION MANAGEMENT GUIDELINES

Operational Plan Team, BizOpz Enterprise

Purpose:
The purpose of this information management guideline is to ensure that full and accurate records of any operational plan are
created and used, maintained, made accessible and stored in a manner that meets business requirements.

Procedure:
BizOps Enterprises maintains electronic and paper-based information management systems. The filing system is decentralised.
Each department keeps the files it is responsible for in filing cabinets in the department. Each staff member is responsible for
contributing to the maintenance of the filing system. Each manager has to approve any new files that are created.
Paper-based files are indexed and named according to the department’s procedures; for example, using keywords (names,
subjects or geographic location), alphabetically or numerically (dates, customer numbers or file numbers).

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Security measures:
• Keep hard-copy cabinet files locked; return the key to your manager.
• Obtain signed authorisation from a manager for access to restricted paper-based or electronic files.
• Use the correct password (available from your manager) when accessing restricted computer files.
• Store confidential computer information on a thumb drive or external hard drive and store in a locked cupboard.
• Keep paper files in a safe place when out of the system; do not leave files lying around unprotected.
• Do not remove items from a file unless authorised to do so.
• Use BizOps’s off-site back-up storage when authorised to do so.

Procedures for maintaining electronic information

The BizOps information management system is set up to provide a clear, logical system for saving electronic files on the
BizOps network, which will result in easy access to documents.

• check the information is correct

• save the file.
• identify if there is any authorisation needed for access
• access the correct file using the index or use a search engine for the internet
• check the date of the information to ensure it is current
• use a file marker to indicate that a file has been taken.
• Delete or archive files that have not been accessed for three years or if the personnel who have left the organisation after the period
they are legally required to be kept.
• Destroy files after seven years, or when they are no longer required.

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 13. IMPLEMENTATION STRATEGY: Operational Plan - Sales staff
The organisation operational plan has another line item to ‘maintain full staffing capacity through rapid recruitment to fill vacancies’. There are 13 new
sales staff needing to be employed, inducted and trained over the next two months. Develop an implementation strategy for the retail outlet managers to
follow to ensure they achieve the KPIs for this line item. Refer to the BizOps Recruitment policy as a guide.

Sales staff: The organisation operational plan has another line item to ‘maintain full staffing capacity through rapid recruitment to fill vacancies’ and
there are 13 new sales staff needing to be employed, inducted and trained in the next two months. Develop an implementation strategy for the retail
outlet managers to follow, to ensure they achieve the KPI for this line item. Use the template for this activity and refer to BizOps ‘Recruitment Policy’
as a guide.

Staff Recruitment Strategy

Operational When
Objective KPI Responsibility Procedures Budget Monitor Progress
activity (8 weeks)
Job recruiting the 1 week - 30% 65% 100%
description best potential
people for the
including the job
experience,
knowledge
and skills list
Recruitment ensuring 4 weeks 13 staff X 500
ad, interview, employees are
treated with
assessment, $6500

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 reference equality,
check for dignity and
respect
selection
Employment Introduce the 1 week
training, company and
induction and
assessment departmental
activities with
the new staffs

BizOps recruitment policies:

Develop recruitment policies using the “BizOps recruitment Policy” as a guide.

BizOps recruitment Policy

The recruitment strategies and procedures includes:

All new applicants must meet the following minimum criteria. They must:

• possess suitable qualifications and experience

• pass job-specific interview questions
• undertake approved reference checks
• pass specified assessment testing
• attend and complete any training course, induction and assessment

Recruitment standard:

• recruiting the best potential people for the job

• ensuring employees are treated with equality, dignity and respect

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• complying with any legislative or regulatory requirements in terms of selecting and recruiting staff
• defining the competent authority to approve each selection.

“Please remove all red instructions before submitting on Moodle”

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