BSBOPS601 Student Assessment Tasks

STUDENT
ASSESSMENT
TASKS
BSBOPS601
DEVELOP AND
IMPLEMENT BUSINESS
PLANS
BSBOPS601 | Develop and Implement Business Plan | Student Assessment Tasks I V2.0 | May 22
Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J 1
First published 2021
Version 2.1
RTO Works
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Business Works is a series of training and assessment resources developed for qualifications within the Business
Services Training Package.
Contents
Introduction 4
Assessment Task 1: Knowledge questions 5
Assessment Task 1: Checklist 7
Assessment Task 2: Project Portfolio 8
Assessment Task 2: Checklist 17
Final results record 21
Introduction
The assessment tasks for BSBOPS601 Develop and implement business plans are outlined in the
assessment plan below. These tasks have been designed to help you demonstrate the skills and
knowledge that you have learnt during your course.
Please ensure that you read the instructions provided with these tasks carefully. You should also
follow the advice provided in the Business Works Student User Guide. The Student User Guide
provides important information for you relating to completing assessment successfully.
Assessment for this unit

BSBOPS601 Develop and implement business plans describes the skills and knowledge required
to lead a business operation that covers the steps required to develop and implement business
plans.
For you to be assessed as competent, you must successfully complete two assessment tasks:
• Assessment Task 1: Knowledge questions – You must answer all questions correctly.
• Assessment Task 2: Project – You must work through a range of activities and complete a
project portfolio.
Assessment Task 1: Knowledge questions
Information for students

Knowledge questions are designed to help you demonstrate the knowledge which you have
acquired during the learning phase of this unit. Ensure that you:
• review the advice to students regarding answering knowledge questions in the Business
Works Student User Guide
• comply with the due date for assessment which your assessor will provide
• adhere with your RTO’s submission guidelines
• answer all questions completely and correctly
• submit work which is original and, where necessary, properly referenced
• submit a completed cover sheet with your work
• avoid sharing your answers with other students.
i Assessment information
Information about how you should complete this assessment can be found in Appendix
A of the Business Works Student User Guide. Refer to the appendix for information on:
• where this task should be completed
• the maximum time allowed for completing this assessment task
• whether or not this task is open-book.

Note: You must complete and submit an assessment cover sheet with your work. A
template is provided in Appendix C of the Student User Guide. However, if your RTO
has provided you with an assessment cover sheet, please ensure that you use that.
Questions
Provide answers to all of the questions below:
1. Outline three reasons why a company may choose to develop a business plan.
2. Identify the key steps involved in developing a business plan (at least four).
3. List five common components of a business plan.
4. Outline three areas that the initial business planning process may address.
5. Describe the purpose of a SWOT analysis in a business planning process.
6. Explain the relationship between performance objectives and key performance indicators in a
business plan.
7. Explain why it is important for a business to use a range of performance measures within its
business plan.
8. If a business plan has an objective of improving customer satisfaction, identify three

performance measures that could be used to measure customer satisfaction.
9. Identify key stakeholders who may be involved in business planning and explain how they are
involved.
10. Explain the importance of pre-existing strategic, business, and operational plans to the
development of a new business plan.
11. Explain why it is important to understand a business’ vision, mission, values and objectives
when developing a business plan. Give an example to illustrate your answer.
12. Describe at least three regulations/permits requirements/licence requirements to consider

when initiating a new business activity that may require a permit or licence.
Assessment Task 1: Checklist
Student’s name:
Did the student provide a Completed

sufficient and clear answer successfully? Comments
that addresses the
suggested answer for the Yes No
following?
Question 1
Question 2
Question 3
Question 4
Question 5
Question 6
Question 7
Question 8
Question 9
Question 10
Question 11
Question 12
Task outcome:  Satisfactory  Not satisfactory
Assessor signature:
Assessor name:
Date:
Assessment Task 2: Project Portfolio
Information for students

In this task, you are required to demonstrate your skills and knowledge by working through several
activities and completing and submitting a project portfolio.
You will need access to:
• a suitable place to complete activities that replicates a business environment including a

meeting space and computer and internet access
• your learning resources and other information for reference
• Project Portfolio template.
• Simulation Pack (if using the case study) or a pre-existing Strategic Plan, business plan or
Operation Plan (if using your own business).
Ensure that you:
• review the advice to students regarding responding to written tasks in the Business Works
Student User Guide
• comply with the due date for assessment which your assessor will provide
• adhere with your RTO’s submission guidelines
• answer all questions completely and correctly
• submit work which is original and, where necessary, properly referenced
• submit a completed cover sheet with your work
• avoid sharing your answers with other students.
Assessment information
i
Information about how you should complete this assessment can be found in Appendix
A of the Business Works Student User Guide. Refer to the appendix for information on:
• where this task should be completed
• how your assessment should be submitted.

Note: You must complete and submit an assessment cover sheet with your work. A
template is provided in Appendix B of the Student User Guide. However, if your RTO
has provided you with an assessment cover sheet, please ensure that you use that.
Activities
Complete the following activities:
1. Carefully read the following:
This project requires you to develop and implement a business plan. As part of the
assessment you, you will:
• analyse and research the aspects of your business relevant to the business
plan
• write a business plan
• implement the business plan
• monitor, evaluate and respond to performance relating to the business plan.
Vocational education and training is all about gaining and developing practical skills
that are industry relevant and that can help you to succeed in your chosen career.
For this reason, we are giving you the choice to base this project on your own
business, one you work in or are familiar with, or you can use the case study
provided. This will mean that you are applying your knowledge and skills in a
relevant, practical and meaningful way to your own situation!
If you are using the case study business, all relevant information for you to
complete this assessment can be found in the Simulation Pack.
If you are basing this assessment on your own choice of business or work area,
make sure you have access to all required information (read through the
requirements in the green boxes below for further information). Speak to your
assessor to get approval if you want to base this on your own business.
You will be collecting evidence for this unit in a Project Portfolio. The steps you
need to take are outlined below. Before you begin, complete page 4 of your Project
Portfolio.
Start working on Section 1 of your Project Portfolio. Steps 2 and 3 form part of Section 1.
If you are basing this assessment on your own business, you need access to at least one
pre-existing Strategic Plan, business plan or Operational Plan. The plan should provide
information about the business vision, mission, values, objectives, goals, financial targets,
management arrangements and marketing approaches.
2. Plan to develop a business plan.
Research and analyse your business in preparation for developing a business plan.
To do this, you need to:
• describe the legislative and regulatory requirements relevant to developing

your business plan and explain how they are relevant to your role
• describe the organisational requirements relevant to developing your business
plan, including:
o pre-existing strategic, business and/or operational plans
o existing business vision, mission, values, objectives, goals, financial
targets, management arrangements, marketing strategies and pricing
structures
o other organisational requirements (such a templates etc.)
• research the market requirements for your business’

products/services/programs (include mathematical information in your
research)
• research information relevant to the competitors of your business and

business plan (include at least one competitor and include mathematical
information in your research)
• research other industry-related information
• analyse your business and its objectives (consider the research you’ve done
on the vision, mission, values, objectives, goals, competitors, financial targets,
management arrangements and marketing approaches).
Examples of mathematical information related to the market and competitors may

i
include:
• price options for products or services
• labour costs
• resource costs
• number of competitors
• percentage market share of competitors
• number of customer reviews and ratings.
3. Propose performance and productivity targets.
Propose performance objectives and measures for three key aspects of your
business (include at least one financial indicator such as revenue).
Examples of key aspects include:

i
• staffing
• logistics
• manufacturing
• financial processes
• marketing
• customer care
• social responsibility.
Make sure you have answered all questions in Section 1. Submit to your assessor
for review.
You are also required to attach certain documents as part of your evidence –
review the documents you need to attach as outlined in Section 1 of the Project
Portfolio and make sure you attach these when you submit this section.
Start working on Section 2 of your Project Portfolio. Steps 4 to 8 form part of Section
2.
If you are using your own business, you need access to at least two stakeholders
willing to participate in a meeting (step 4). These people must agree to their
participation being viewed by your assessor (in person, online or via video
recording). You also need information that allows you to confirm that skilled labour is
available to implement your business plan (step 7). Information about the availability
of skilled labour may for example be found in:
• existing work plans
• staff lists and work hours
• project plan
• information from recruitment agents.
4. Develop performance objectives and measures in consultation with others.
First, identify who you will meet with and describe how you will lead, facilitate, and
influence the discussion.
Schedule the meeting by adding it to your Calendar and send a meeting invite to
the attendees.
i If you are using the case study business, you will meet with the two Owners of the
business and the Administrative Manager.
Meet with at least two stakeholders to develop and agree on performance

objectives and measures of your business plan. These must include productivity
and performance targets for at least three key result areas (you must include at
least one financial indicator in your agreed performance targets).
First, present your proposed key aspects of business and related productivity and
performance targets to the meeting attendees (proposed in step 3 and Section 1 of
the Project Portfolio), then seek their input to reach an agreement on the final
targets.
As part of the meeting, you are required to demonstrate your ability to:
• lead a team
• facilitate group interaction
• influence the direction of the outcomes of the meeting
• present information/seek advice (using appropriate language, listening to the

views of others, asking questions to clarify and confirm understanding).
This meeting should take 20 to 30 minutes.

i
If you are basing this assessment on your own business, this meeting may take
place with actual people who work for/are associated with your chosen business.
Alternatively, your assessor may play the role of one or more team members.
Speak to your assessor if you require a role-play interaction.
If you are using the case study business, you will participate in this meeting in a
round-table type discussion. First, each student will have a chance to summarise
their proposed productivity and performance targets. Then, each student will have
5 minutes to lead the meeting in the role of the Operations Manager while the other
students play the roles of the two Owners and Administrative Manager. At the end
of the meeting, all role-play participants must agree on the productivity and
performance targets of the business plan, including financial indicators.
This can either be viewed in person by your assessor or you may like to video
record the session for your assessor to watch later. Your assessor can provide you
with more details at this step. Make sure you follow the instructions above and
meet the timeframes allocated. If this session is not viewed in person by your
assessor, you will attach proof of the meeting to Section 2 of your Project Portfolio.
After your meeting, summarise the business plan performance and productivity
targets agreed to during your meeting.
5. Develop a business plan.
Develop a written business plan (for at least three years) that includes:
• a description of the business, including current products, services or programs

and its strengths, weaknesses, opportunities, and threats.
• key business aspects to be addressed and the products/services/initiatives

that will support the key aspects
• agreed performance objectives and measures (including financial indicators)

of key aspects of your business and how they will be measured
• financial, physical, and human resource requirements (including the skilled

labour requirements)
• regulatory requirements
• marketing strategy.
Skilled labour involves work that requires skills that have usually been trained for,
i
such as Trainers, Accountants, Mechanics, Project Leaders, Human Resources
personnel etc.
The text of your business plan should be in grammatically correct English, written in
an appropriate (polite, business-like) style.
Use the template provided in the Project Portfolio. However, if your business has its
own template, use that instead.
6. Communicate the business plan.
Draft an email to relevant stakeholders (those you met with in step 4) to

communicate the business plan to them. In your email, summarise the contents of
the business plan.
You may assume your business plan is attached to the email.

i
The text of the email should be in grammatically correct English, written in an
appropriate (polite, business-like) style.
7. Confirm that skilled labour is available to implement the plan.
Access relevant information to confirm that skilled labour (identified in your

business plan) is available for the plan to be implemented.
i If you are using the case study business, you are required to view the staff list.
Highlight the available skilled labour.
Make sure you have answered all questions in Section 2. Submit to your assessor
for review.
You are also required to attach certain documents as part of your evidence –
review the documents you need to attach as outlined in Section 2 of the Project
Portfolio and make sure you attach these when you submit this section.
Start working on Section 3 of your Project Portfolio. Steps 8 to 13 forms part of Section 3.
Assume a period has passed and your business plan has been implemented. Your
assessor will have provided you with simulated information to monitor, review and evaluate
your business plan (step 9 onward).
8. Report system failures or variances promptly.
i Assume that your business premises and/or staff have been exposed to COVID-19
and you have been required to shut down and isolate for two weeks.
Report the variance to all relevant people promptly, indicating what your response
to the situation is.
If you are using the case study, your cleaning staff were exposed to COVID-19
i
while attending an informal work function at a nearby restaurant. Draft three emails
showing a prompt response to the situation. The first email should be to all
customers to explain the situation, apologize for the inconvenience and offer a
goodwill gesture (such as a discount or a free carpet clean). The second email
should be to the Directors to explain the situation and outline your communication
strategy. The third email should be to the cleaning staff to empathise and help if
required.
9. Report on key aspects of the business.
Write a report on the business’ performance. In your report:
• summarise the business performance
• evaluate the key aspects of your business against the planned objectives
• review the performance indicators in your business plan (identify at least one
change)
• evaluate the legislative compliance of your business
• identify underperformance of staff members
• analyse the strengths and weaknesses of the business plan
• identify any variations required to the business plan (at least one).
• establish ongoing review processes.
i Use the template provided in the Project Portfolio. However, if your business has its
own template, use that instead.
10. Update your business plan to address variances and refine performance indicators.
Update your business plan to address at least one variance and to refine the
performance indicators.
Base your update on the outcomes of your report in step 9.

i
Highlight the changes.
11. Share your report and updated business plan with relevant stakeholders.
Draft an email to relevant stakeholders (those you shared your original business
plan with) to communicate the Updated business plan to them and share your
report (from step 9).
You may assume your business plan and report are attached to the email.
i
The text of the email should be in grammatically correct English, written in an
appropriate (polite, business-like) style.
12. Test your performance measurement systems and refine if required.
Select one performance measurement system outlined in your business plan and
test it by completing the checklist in the Project Portfolio. If required, refine the
system.
Base your responses to the checklist on your evaluation in the Report of Key
i
Aspects of your business.
If you are using the case study, you are required to test the Job Description of the
Marketing Assistant for its accuracy and completeness. Make necessary changes.
13. Address underperformance.
i You have already identified an underperforming staff member in step 9.
Meet with the underperforming staff member and provide them with coaching to
address their underperformance. For example, if the staff member is hesitant to
interact with certain customers, coach them by providing role play scenarios to
show them how to approach the customer and allow them a chance to practice with
you being the customer.
As part of the coaching session:
• explain why coaching is needed (e.g., how is the person underperforming)
• ask the person if there are any reasons for their underperformance
• together, identify goals for coaching over a specified period (e.g., what you
want to achieve at the end of three months)
• provide coaching to address underperformance (e.g., ask them to participate

in a role-play with you demonstrating how to interact with difficult customers)
• provide constructive feedback on their performance during the coaching

session (e.g., I liked how you nodded to show the customer you understand.
Next time rephrase what the customer said to clarify you understand what they
want…)
• set a time for the next coaching session.
This coaching session should take 10 minutes.

i
This meeting may take place with an actual person who works for/is associated
with your chosen business. Alternatively, classmates or your assessor may play the
role of an underperforming staff member. This can either be viewed in person by
your assessor or you may like to video record the session for your assessor to
watch later. Your assessor can provide you with more details at this step. Make
sure you follow the instructions above and meet the timeframes allocated. If this
session is not viewed in person by your assessor, you will attach proof of the
meeting to Section 2 of your Project Portfolio.
14. Submit your completed Project Portfolio.
Make sure you have completed all sections of your Project Portfolio, answered all
questions, provided enough detail as indicated and proofread for spelling and
grammar as necessary. Remember to submit all necessary attachments as
indicated.
Assessment Task 2: Checklist
Student’s name:
Completed
successfully? Comments
Did the student: Yes No
Research and analyse their business in

preparation for developing a business
plan, including:
• describing the legislative and

regulatory requirements relevant to
developing the business plan and
explaining how its relevant to their
role
• describing the organisational

requirements relevant to developing
your business plan, including:
o pre-existing strategic, business
and/or operational plans
o existing business vision,
mission, values, objectives,
goals, financial targets,
management arrangements,
marketing strategies and
pricing structures
o other organisational
requirements (such a
templates etc.)
• researching the market

requirements for their business’
products/services/programs
(including mathematical
information)
• researching information relevant to

the competitors of their business
and business plan (including at
least one competitor and
mathematical information)
• researching other industry-related

information
• analysing their business and its
objectives?
Propose performance objectives and

measures for three key aspects of their
business (including at least one financial
indicator)?
• identifying who they will meet with

and describing how they will lead,
facilitate, and influence the
discussion
• scheduling a meeting by adding it to

their Calendar and send a meeting
invite to the attendees
• meeting with at least two

stakeholders to develop and agree
on performance objectives and
measures, including:
o leading a team
o facilitating group interaction
o influencing the direction of the
outcomes of the meeting
o presenting information/seek
advice
o using appropriate language
o listening to the views of others
o asking questions to clarify and
confirm understanding?
Develop a written business plan (for at

least three years) that includes:
• a description of the business,

including current products, services
or programs and its strengths,
weaknesses, opportunities, and
threats
• key business aspects to be

addressed and the
products/services/initiatives that will
support the key aspects
• agreed performance objectives and
measures (including financial
indicators) of key aspects of the
business and how they will be
measured
• financial, physical, and human

resource requirements (including
the skilled labour requirements)
• regulatory requirements
• marketing strategy?
Communicate the business plan by

drafting an email to relevant
stakeholders?
Confirm that skilled labour is available to

implement the plan?
Report system failures or variances

promptly, indicating their response to the
failure/variance?
Write a report on the business’

performance that:
• summarises the business

performance
• evaluates the key aspects of the

business against the planned
objectives
• reviews the performance indicators

in the business plan
• evaluates the legislative compliance

of the business
• identifies underperformance of staff

members
• analyses the strengths and

weaknesses of the business plan
• identifies any variations required to

the business plan (at least one)
• establishes ongoing review

processes?
Update their business plan to address
variances and refine performance
indicators?
Share their report and updated business

plan with relevant stakeholders by
drafting an email?
Test one performance measurement

system and refine if required?
Meet with the underperforming staff

member and provide them with coaching
to address their underperformance.
Coaching included:
• explanation of why coaching is

required
• setting goals for a specified period
• providing coaching to address

underperformance
• provide constructive feedback on

their performance during the
coaching session
• set a time for the next coaching

session?
Task outcome:  Satisfactory  Not satisfactory
Assessor signature:
Assessor name:
Date:
Final results record
Student name:
Assessor name:
Date
Final assessment results
Result
Task Type Satisfactory Unsatisfactory Did not submit
Assessment Task 1 Knowledge questions S U DNS
Assessment Task 2 Project Portfolio S U DNS
Overall unit results C NYC
Feedback
 My performance in this unit has been discussed and explained to me.

 I would like to appeal this assessment decision.
Student signature: ________________________________________ Date: ________________
 I hereby certify that this student has been assessed by me and that the assessment has been
carried out according to the required assessment procedures.
Assessor signature: ______________________________________ Date: _______________

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Assessment for this unit

Information for students

• adhere with your RTO’s submission guidelines

• answer all questions completely and correctly

• submit work which is original and, where necessary, properly referenced

• submit a completed cover sheet with your work

• avoid sharing your answers with other students.

• where this task should be completed

• the maximum time allowed for completing this assessment task

• whether or not this task is open-book.

3. List five common components of a business plan.

5. Describe the purpose of a SWOT analysis in a business planning process.

8. If a business plan has an objective of improving customer satisfaction, identify three

12. Describe at least three regulations/permits requirements/licence requirements to consider

Did the student provide a Completed

Task outcome:  Satisfactory  Not satisfactory

Information for students

• a suitable place to complete activities that replicates a business environment including a

• your learning resources and other information for reference

• Project Portfolio template.

• adhere with your RTO’s submission guidelines

• answer all questions completely and correctly

• submit work which is original and, where necessary, properly referenced

• submit a completed cover sheet with your work

• avoid sharing your answers with other students.

• where this task should be completed

• how your assessment should be submitted.

1. Carefully read the following:

• write a business plan

• implement the business plan

• monitor, evaluate and respond to performance relating to the business plan.

2. Plan to develop a business plan.

• describe the legislative and regulatory requirements relevant to developing

• research the market requirements for your business’

• research information relevant to the competitors of your business and

• research other industry-related information

Examples of mathematical information related to the market and competitors may

• price options for products or services

• percentage market share of competitors

• number of customer reviews and ratings.

3. Propose performance and productivity targets.

Examples of key aspects include:

• existing work plans

• staff lists and work hours

• information from recruitment agents.

4. Develop performance objectives and measures in consultation with others.

Meet with at least two stakeholders to develop and agree on performance

• influence the direction of the outcomes of the meeting

• present information/seek advice (using appropriate language, listening to the

This meeting should take 20 to 30 minutes.

5. Develop a business plan.

• a description of the business, including current products, services or programs

• key business aspects to be addressed and the products/services/initiatives

• agreed performance objectives and measures (including financial indicators)

• financial, physical, and human resource requirements (including the skilled

6. Communicate the business plan.

Draft an email to relevant stakeholders (those you met with in step 4) to

You may assume your business plan is attached to the email.

7. Confirm that skilled labour is available to implement the plan.

Access relevant information to confirm that skilled labour (identified in your

8. Report system failures or variances promptly.

9. Report on key aspects of the business.

Student signature: ________________________ Date:

Assessor signature: ________________________ Date: _