ASSESSMENT METHOD 2– PROJECT – PART F

Instructions to students
• This assessment requires you to plan, acquire resources for and monitor an operational plan

• You must complete all the assessment tasks in this Project – Part F

• In this assessment, you must complete Stages 11 to 12 in the flow chart

• The project information and responses you completed in Part D and PART E should be used
as a basis for completing this Part F.

• To be competent in this Part –F, you must demonstrate all the skills satisfactory listed in the
marking guide

• Your assessor will go over the marking guide with you prior to the assessment. This will allow
you the opportunity to ask questions and to better complete your assessment.

• You must use suitable word processing software to complete tasks.

• Recommended font sizes of the document should range between 10 and 14 and font type
should be as Calibri, Arial, Times New Roman or Tahoma

• You must use the templates and other documents given by your assessor to complete this Part
E.

• You could complete this assessment in classroom, Computer lab or self-paced.

• You must spend approximately 12 hours to complete the Part F.

• Once you complete the Part F- you must submit the completed project together with
PART D, PART E, PART F and supporting documents your have completed to support for
this project.

• Your assessor will inform the submission date.

• If you have any special needs, must inform to your assessor before commencing the
 assessment.

• Assessor will brief the assessment policy before commencing the assessment to
students, all additional and specific instructions are listed under each task.
•
• If you do not agree with the outcome, you could discuss the matter with your assessor.
If it’s unsuccessful you could appeal the outcome by lodging a formal complaint as per
the assessment EAA policy and procedure.

• If your work is found to have been plagiarised or copied from another source without
proper references, the submitted work will be subject to the plagiarism and academic
dishonesty policy of EAA.

• Copying, paraphrasing or summarising the work of another student or another source without
appropriate acknowledgement is considered as plagiarism. Therefore, the assessment must be
your own work.

As with Part D and E, 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.

• Read initial Project background information and project information provided throughout the
assessment in the section and task descriptions.
• Access and read all supporting policies and procedures, documentation and templates as
listed throughout the assessment.
• Complete all tasks in Stages 11 and 12.
• Stage 11
• 11.1 requires you to answer questions about monitoring processes
• 11.2 requires you to prepare a purchasing budget report based on the outcomes
of monitoring processes
• 11.3 requires you to interpret the budget report and answer questions
• 11.4 requires you to implement strategies for coaching and mentoring
• Stage 12
• 12.1 requires you to answer questions about managing operational plan
documentation
• Submit the following assessment materials.
 • Purchasing budget variance report
• Responses to all questions

Stage 11 – Monitor performance systems

Task 11.1: Question and answer
• One of the plan’s major goals is that the relocation of the marketing team into their new
office must be completed by 14thJune. This deadline is rapidly approaching. You are
monitoring your progress towards achieving the goal.
• Refer to the “Purchasing report” given by your assessor. The report summarises what office
furniture purchases have been delivered and due dates for those still outstanding.
• Evaluate the information in the Purchasing report and compare it against the KPIs and
timelines listed in your operational plan developed in Part D.
• Answer the questions.

Q1: Will you achieve the main goal of the office relocation completed by 14 thJune? Explain why/why
not?

Yes, because actions that are expected to be done are all organized together with its expected
completion date. Relocation will be completed by then following the Gantt chart provided

Q2: What recommendations (if any) would you make at this time?

1) Improve the space with the material that are on the office until the stuff are missing arrive.

Rotate the offices to everyone has an opportunity to use a complete office when necessary.

If it is possible, transfer the reception desk from the old office until the new one is delivered

Task 11.2
• Using the same document, you accessed in Task 11.1 go to the Purchasing budget variance
report and calculate the information and complete the variance report.
• Using the information provided in the Purchasing report, calculate and enter the ‘actual’ cost
for each piece of office furniture, then calculate the total $ amount.
• Using the variance % formula in your resource, calculate the variance % for each piece of
furniture and enter the result in the variance % column, then calculate the total variance %.
• Round all variance figures to one decimal place (as shown in example provided –
Miscellaneous).
• Submit Purchasing report together with this assessment.

Task 11.3: Question and answer

Q1: Which categories in ‘office furniture’ are over budget and which are under budget?
• Under budget
•
•
•
•
• Over 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

• One of the two maintenance staff you were relying on to assist with setting up the new office
and transferring resources from the old office has taken sick leave and will not be available.
•
Q1: What solution(s) would you recommend, or actions would you take to address this issue?
Remember to consider workplace health and safety requirements, any costs incurred,
capabilities and availability of other members of staff, recruitment options available to the
business and your upcoming deadline.
Q2: 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 atwww.didasko-online.com/kingfisher/about-us.php#overview

Who Yes

The National General Manager

The National Marketing Manager

The executive management team

The National Finance Manager

The marketing team

The other member of the maintenance team

The suppliers

The IT staff

Q3: Whom do you need to gain approval from for your recommendations or actions?
Select/write/circle ‘Yes’ if you do.

Who Yes
The National General Manager

The National Marketing Manager

The executive management team

The National Finance Manager

The marketing team

The other member of the maintenance team

The suppliers

The IT staff

Q4: 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?
Q5: Who will participate in these program(s)?

Q6: When will it/they take place?

Q7: Who will deliver the required skills and knowledge during coaching, mentoring or training
sessions?

Q8: How can you monitor and evaluate the success of the program(s)?

Stage 12 – Manage documents

Task 12. 1: Question and answer
• Throughout the development and implementation of the operational plan, planning and
performance documentation must be managed and filed correctly.
• An extract of Kingfisher Garden Centre’s document administrative procedures outline how
documents should be managed throughout their lifetime. Go Refer to the “Administrative
procedures Document Maintenance” given by your assessor.
• Answer the questions.

Q1: How do the organisational policy and procedures help you manage your documentation?

Q2: Based on the administrative procedures, must operational plans be version controlled?
Q3: What is the purpose of version controlling documents?

Q4: Where must all documentation associated with your operational plan be stored?

To be completed by the assessor

Marking Guide
Student’s ID No:
Student’s Name:

Did the student successfully Please comment if not satisfactory

demonstrate evidence of their ability Satisfactory
to do the following?
Used systematic analytical processes Yes No
to develop, monitor and review
performance systems and processes.
Able to analyse and interpret budget
Yes No
and actual financial information to
monitor and review profit and
productivity performance.
Identified areas of underperformance, Yes No
recommended solutions and took
prompt action to rectify the situation.
Played an active role in facilitating
Yes No
effective group interaction when
planning and implementing mentoring
and coaching systems.
Collaborated with others to negotiate Yes No
recommendations and gain approval
for variations to operational plan.
Developed and implemented systems
to manage procedures and records in Yes No
accordance with organisational
requirements.
Selected and used mathematical
problem-solving strategies to evaluate Yes No
performance benchmarks and
financial viability of the operational
plan.
Monitored adherence to
organisational policies and Yes No
procedures and considered own role
in terms of its contribution to broader
goals of the work environment.