BSBMGT517 - Management Operational Plan - Nicolas Larrarte - V1.1

Student Assessment Guide
SIT50416 : Diploma of Hospitality Management
BSBMGT517
Management operational plan
Nicolas Larrarte
STUDENT NAME : ______________________________________________________
5515
STUDENT ID : _________________________________________________________
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SIT50416 | BSBMGT517- Manage Operational Plan
Student Assessment Guide | Version 1.1

Pass Global Pty Ltd t/a ALTEC College |Provider Code: 22034 | CRICOS Code: 02926D
Approved by: CEO | Next Review: January 2023 P a g e 2 | 79
ASSESSMENT RECEIPT FORM
STUDENT NAME: Nicolas Larrarte
STUDENT ID: 5515
COURSE CODE: BSBMGT517
COURSE TITLE: SIT50416
TRAINER’S/ASSESSOR’S NAME: Shashi
DUE DATE
UNIT CODE AND DESCRIPTION BSBMGT517- Manage Operational Plan
NOTE:
1. This form must be stapled on top of the Assessment Workbook upon submission.
2. This Assessment Receipt Form must be dated and signed in.
DECLARATION
1. I am aware that penalties exist for plagiarism and academic dishonesty.
2. I am aware of the requirements set by my Trainer/Assessor.
3. I have retained a copy of my Assessment.
Student Signature: Date: 6/07/22
ASSESSMENT RECEIVED BY Altec College Staff

Name:
Date:
Signature:
================================= Tear Here ===========================

Students must retain this as a Record of Submission.
Assessment Handed On:
Unit Code & Description: BSBMGT517- Manage Operational Plan
PASS GLOBAL PTY LTD t/a ALTEC COLLEGE Student

Assessment Received by:
Altec College
Staff Name: Student ID:
_____________________________________ ______________________________________
5515
Student Signature:
Signature: ___________________________________

ABOUT THIS BOOKLET
This assessment booklet and tools has been designed for students undertaking face to face mode of
study to provide information before students take assessments and contains assessment tools to
assess the skills and knowledge required from students to be deemed competent in this unit.
This booklet might not be suitable for students taking other modes of study e.g., online or work based.
Please read all the information given to you when you receive this assessment booklet. If you do not
understand any part of this booklet, please inform your assessor/trainer.
The assessment booklet contains two (2) parts:
PART 1: Assessment Information: This part contains information on assessments for this unit of
competency and how assessment will be conducted throughout unit to achieve the competency. It
includes:
• Application of the unit of competency

• Purpose of assessment
• Elements, performance evidence and knowledge evidence requirements of the unit
• Conditions, context, required resources and location of the assessment.
• Assessment tasks.
• Outline of evidence to be collected.
• Administration, recording and reporting the requirements including special adjustments,
appeals, reasonable adjustments and assessors’ intervention.
PART 2: Assessment tasks: This part contains the information to undertake the assessment task
successfully. In each assessment task, students will find the following information:
• Task instructions
• Role play/Practical Demonstration/ Project information
• Information on resources required, where applicable.
• Appendix 1- Resources required for this unit.
• Appendix 2- Scenario – e-Commerce business strategy
• Appendix 3- Operational Plan Template
• Appendix 4- Proposal for resourcing.
• Appendix 5- Scenario – e-Commerce resourcing
• Appendix 6- Resource Acquisition Plan Template
• Appendix 7- Expenditure Payment approval form
• Appendix 8- Interview Plan Template
• Appendix 9- Scenario – e-Commerce performance monitoring
• Appendix 10- Monitoring Plan Template
• Appendix 11- Operational Status Report
• Appendix 12- Coaching plan template
• Appendix 13- Performance management plan template
• Appendix 14- Management Report
• Appendix 15: Recordkeeping checklist

PART 1
Assessment Information

Application of the unit of competency:
This unit describes the skills and knowledge required to develop and monitor implementation of the
operational plan to provide efficient and effective workplace practices within the organisation’s
productivity and profitability plans.
Management at a strategic level requires systems and procedures to be developed and implemented
to facilitate the organisation’s operational plan.
This unit applies to individuals who manage the work of others and operate within the parameters of
a broader strategic and/or business plan.
Purpose of assessment:
The purpose of assessment is to determine competency in the unit BSBMGT517- Manage
Operational Plan.
Elements
1. Develop operational plan.
2. Plan and manage resource acquisition.
3. Monitor and review operational performance.
Performance evidence:
Evidence of the ability to:
• develop and implement an operational plan using a variety of information sources and
consultation (including using specialist advice if required) which includes:
Ø resource requirements
Ø key performance indicators
Ø monitoring processes
Ø contingency plans
• communicate effectively with relevant stakeholders to explain the plan and supporting
information, seek approvals, negotiate variations and engage work teams
• develop and implement strategies to achieve the operational plan within the
organisation’s policies, practices and procedures including:
Ø recruiting, inducting and developing personnel
Ø acquiring physical resources and services
Ø protecting intellectual property
Ø making variations to the plan
Ø monitoring and documenting performance.

Knowledge Evidence
To complete the unit requirements safely and effectively, the individual must:
• describe models and methods for operational plans

• explain the role of an operational plan in achieving the organisation’s objectives
• explain budgeting processes
• list alternative approaches to developing key performance indicators to meet business
objectives
• outline the legislative and regulatory context relevant to the operational plan of the
organisation
• outline the organisation’s policies, practices and procedures that directly relate to the
operational plan.
Context and conditions for assessments:

To comply with the assessment condition of this unit:
• Skills for this unit of competency will be demonstrated in a simulated business environment.
• You will have access to simulated environment BBQ FUN in appendix 1, 2 and 3 of this
assessment booklets.
• During the project work, you will undertake assessment activities that involve complex
interactions with real time situations where you have to give your suggestions.
• Assessment for this unit will be conducted in Altec college classroom at Level 5, 601 Burke
Street Melbourne VIC 3000 / Level 1, 232-242 Liverpool Street Hobart TAS 7000.
• All Altec College assessor those are assessing this unit will satisfy the requirements specified
in Standards for Registered Training Organisations’ requirements for assessors.
Resources Required:
The assessor will ensure that assessment is conducted in a safe environment and you have access to
the following resources for the unit.
• Computers with access to internet and printers.

• DIDASKO learner guide for unit BSBMGT517.
• Access to Altec College simulated business environment with access to equipment and
documents defined in conditions of assessment above and in Appendix at the end of the
guide.
Clustering/holistic assessment:
There is no provision for clustering of assessments in this unit.
Competency Requirements:
To be judged competent in this unit, you will be required to demonstrate all indicators which are
shown in the Marking Guide (assessor’s document).
You must satisfactorily complete all assessment tasks to be Competent (C) in the unit. Students with
unsatisfactory completion of any of the assignment tasks will be deemed Not Yet Competent (NYC).

Assessors will ensure that the evidence collected meets the requirements of the Rules of Evidence
(authentic, current, sufficient and valid) prior to entering results into the competency record sheet.
Students unsuccessful at achieving “Satisfactory” for any assessment at the first attempt will be
given two opportunities for reassessment. If the student is still deemed Not Yet Competent (NYC)
after two reassessments in a unit of competency student will be required to repeat the unit as per
the scheduled delivery of the course. For further details, refer to Altec College Re-Assessment Policy
and Altec College Course Progress Policy.
Assessment Task:
To achieve competency in this unit, you must satisfactorily complete all the following assessment
tasks within the date and time specified in the session plan. This will demonstrate that you have all
the required skills and knowledge for this unit.
Assessment Assessment Description Due Date Location of

Tasks Assessment
Assessment This assessment includes a series of questions Needs to be

Task 1 (AT1) – you are required to answer; you need to completed in
Knowledge Test answer all questions correctly. You will be given the Altec
60 mins to complete this task. College
classroom
Assessment This assessment task is short answer question Needs to be

Task 2 (AT2) – which demonstrates that you have the required completed in
knowledge to manage operational plan. the Altec
Worksheets
You will be given 3 Hours to complete this task. College
classroom
Assessment In this assessment you are required to develop Needs to be

Task 3 (AT3) – an operational plan for a simulated business completed in
Project and gain approval for plan by participating in 3 the Altec
consultations to discuss resources required for
College
operational plan and to get approval for the
plan. You are required to analyse the simulated classroom
business scenario and prepare a resource simulated
acquisition plan and demonstrate your skills in business
implementing a resource acquisition plan. You environment
are also required to analyse a simulated
business scenario and prepare a monitoring
report and present this report.
Outline of evidence to be collected:
You must submit the following evidence to be marked competent for this unit. Your assessor will
ensure that the evidence submitted meets the Rules of Evidence which are valid, sufficient, current
and authentic.

Assessment Task 1 • Completed knowledge test with questions answered and submit to
(AT1) – Knowledge your assessor electronically or paper-based.
Test • Complete and sign the cover sheet for assessment task.
Assessment Task 2 • Answer all questions correctly in the Written Knowledge Questions
(AT2) – Worksheets and submit to your assessor electronically or paper-based.
• Complete and sign the cover sheet for assessment task.
Assessment Task 3 • Produce all required evidence as mentioned below:
(AT3) – Project Project A:
• Operational plan.
• Written Report outlining proposal for resourcing.
Project B:
• Completed Expenditure payment approval form.

• Completed Interview plan and assessment evaluation with
recommendations.
Project C:
• Completed Monitoring Plan.
• Completed Operational plan status report.
• Completed Coaching plan.
• Completed Performance management plan.
• Completed Management report.
• Completed Record keeping checklist.
• Complete and sign the cover sheet for assessment task.
Administration, recording and reporting requirements:

You must read and follow this information carefully while completing assessments for this unit of
competency and if you are unsure of any instruction, please contact your assessor to clarify.
The assessments are intended to be equitable, fair and flexible.
Submission of assessment:
You must ensure that the completed assessment tasks are submitted along with the assessment
cover sheet:
• Your assessor will mark the submitted assessment, provide feedback to you and complete the
comments section against each task, where applicable.
• ALL tasks must be completed in legible English. It is preferred that the tasks submitted for
assessments are typed and that they are legible and clear, if handwritten.
• You must submit all assessments on or before the due date specified by the assessor as per
the training plan.
• Extensions for individual assessment tasks may be negotiated in specific circumstances with
your assessor/trainer. However, you need to provide genuine evidence documents when
seeking an extension to due date (e.g., extensions due to illness will require a medical
certificate). To arrange an extension, you must speak to your assessor prior to the due date.
Extensions must be confirmed by the trainer in writing.

• You are permitted to use dictionaries and to seek support (as required) unless it puts in
jeopardy the integrity of the assessment, your assessor will let you know if this is the case.
• Unless the assessment task specifically allows pair work or group activities such as
brainstorming, you must submit your own original work and must not copy the work of other
students. Plagiarism is unacceptable.
• You can submit your assessment tasks through the hand in hard copies in the classroom.
Recording an assessment result:
Once the assessments have been completed, the assessor will record the assessment results on the
student assessment record sheets and all results will be approved by the course coordinator.
Assessors will check that you have completed the student declaration prior to filling out the
assessment sheet.
Retaining assessment records:
Altec College will securely retain all completed student assessment items for each student for a
period of 18 months from the date on which the judgement of competence for the student was
made. Altec College will also retain sufficient data to be able to reissue AQF certification
documentation for a period of 30 years.
All assessment records submitted to the assessor for marking will be stored and retained properly.
And a hard copy submitted to student administration for filing along with the evidence.
The assessor will ensure that the student records are securely retained in accordance with the Altec
College record control policy accessible by the Student Administration Officer.
Assessment outcomes:
For unit of competency:
There are two outcomes for assessments: C = Competent and NYC = Not Yet Competent (requires
more training and experience).
You will be awarded C = Competent on completion of the unit when the assessor is satisfied that you
have completed all assessments and have provided the appropriate evidence required to meet all
criteria in line with the Rules of Evidence. If you fail to meet this requirement, you will receive the
result NYC = Not Yet Competent and will be eligible to be re-assessed in accordance with the Altec
College Re-Assessment Policy and Altec College Course Progress Policy.
For assessment task:
There are two assessment outcomes for tasks. S = Satisfactory and NS = Not Satisfactory.
On the individual assessment cover sheet for assessment tasks, you will be marked Satisfactory, if you
have completed the task successfully, submitted all evidence and satisfied the assessment criteria and
Not Satisfactory, if you have not completed the task, the evidence is not sufficient or does not meet
the requirements of the assessment criteria.
Re-assessment:

If you are unsuccessful at achieving competency at the first attempt, you will be given two further
opportunities for re-assessment at a mutually agreed time and date. For further details, refer to the
Altec College Re-Assessment Policy and Altec College Course Progress Policy. As this is a competency-
based program, the assessment continues throughout the program until you either achieve
Competency in the assessment tasks or a further training need is identified and addressed.
Student access to records:
You have the right to access current and accurate records of your participation and results at any
time. You can see your results or attendance progress by requesting a copy of your records by
contacting the student administration and the assessor.
Support:
You may seek clarification about the assessment information and the instructions and tasks at any
time from the assessor.
Reasonable adjustments and special learning needs:
Altec College works to ensure that students with recognized disadvantages can access and
participate in education and training on the same basis as other students. Disadvantages may be
based, for example, upon age, cultural background, physical disability, limited or non-current
industry experience, language, numeracy or digital literacy issues.
Where pre-training interviews and assessments reveal that a student may require special support or
where, after enrolment, it is made apparent that the student requires special support, reasonable
adjustments will be made to the learning environment, training delivery, learning resources and/or
assessment tasks to accommodate the particular needs of the student. An adjustment is reasonable
if it can accommodate the student’s particular needs, while also taking into account factors such as
the student’s views, the potential effect of the adjustment on the student and others and the costs
and benefits of making the adjustment.
Any adjustments made must:
a. Be discussed, agreed and documented in the assessment record

b. Benefit the student.
c. Maintain the integrity of the competency standards and course requirements as stipulated in
the training package.
d. Be reasonable to expect in a workplace.
Reasonable adjustment may consist of:
a. Providing additional time for students to complete learning and assessment tasks.
b. Presenting questions orally for students with literacy issues.
c. Asking questions in a relevant practical context.
d. Using large print material.
e. Extending the course duration.
f. Presenting work instructions in diagrammatic or pictorial form instead of words and sentences.

Complaints and appeals:
If you are dissatisfied with an assessment outcome, you may appeal the assessment decision. In the
first instance, you are encouraged to appeal informally by contacting the assessor and discussing the
matter with them. If you are dissatisfied with the outcome of such discussion, you may appeal
further to either the course coordinator and/or Head of Department. If you are still dissatisfied, you
may appeal formally and in writing to have the result reviewed. For more information, refer to the
Assessment Policy and the Complaints and Appeals Policy and Procedures.
Assessor intervention:
Assessors will check if you are ready for the assessment, and defer the assessment if you are not.
Feedback will be given to you at the completion of the assessment. During role play, the assessor
may act as a client or employer, where required, but the assessor will not interfere with the
assessment. If the assessment activities might impact on your safety or that of others, the assessor
will stop the assessment immediately.
Plagiarism, cheating and assessment dishonesty:
Altec College considers plagiarism and cheating as a serious misdemeanour. Evidence of plagiarism
and cheating is treated on a case-by-case basis and the consequences for students engaging in such
practices may include failure of the assessment or unit or exclusion from the course. For more
information, refer to Altec College’s Assessment Policy.
Assessor feedback:
Assessors will provide feedback on the assessment that you have submitted. This can identify your
strengths and weaknesses or be an overall comment on your submission. A copy of the feedback
along with your submission will be given to you and you must keep a copy of it throughout the
completion of the course.
Student Declaration:
Nicolas Larrarte
I __________________________________________________________ (Student Name) have read
and understand the information provided above and also understand and accept that any act of
plagiarism and academic dishonesty may have penalties including cancellation or suspension of my
enrolment with ALTEC College. I further declare that:
• All assessment work submitted for this unit competency is my own original work and plagiarism
and collusion has not occurred.
• Assessment work has not been copied or submitted for any other unit/course.
• I have taken proper care and effort to ensure my work has not been copied by another person.
• I have retained a copy of this assessment for my own records in the event I have to reproduce
my work.
• I am aware that any assessment deemed unsatisfactory will require me to undergo
reassessment which may be different to the one originally submitted.
6 07 22
Student Signature: _____________________________ Date: _____/______/______

PART 2
Assessment Tasks

Assessment Cover Sheet: Assessment Task 1 (AT1)
Student Detail
Student Name Nicolas Larrarte
Student Id: 5515
Group No (If Applicable):
Assessment Details
Unit of Competency BSBMGT517- Manage Operational Plan
Assessment Task Knowledge Test
Due Date
Date of Submission
Assessment Outcome Satisfactory □ Not Satisfactory □ Not completed □
Date
Assessor name
Assessor Signature and Date
Comments/Feedback
Student Plagiarism Declaration: By submitting this assessment to the college, I declare that this
assessment task is original and has not been copied or taken from another source except where
this work has been correctly acknowledged. I have made a photocopy or electronic copy or
photograph of my assessment task, which I can produce if the original is lost.
Assessor Student
I declare that I have conducted a fair, valid, reliable
and flexible assessment with this student, and I I have received, discussed and accepted my
have provided appropriate feedback. I also declare result as above for this task and I am aware
that I have undertaken the indicated assessment of my appeal rights.
integrity checks
Google check for plagiarism o Yes oNo

Check for Copying/Collusion o Yes oNo
Check for Authenticity (own work) o Yes oNo
Cheating or use of model answers o Yes oNo
Signature: Signature:
______________________________________ _________________________________
Date: Date:
__________________________________________ ____________________________________
6/07/22

Assessment task 1: Knowledge Test
Required documents and equipment:
• Computer with internet connection to refer to various resources.

• Student assessment booklet and a pen (organized by the student).
• Altec College Learners’ resources for the BSBMGT517- Manage Operational Plan. (Organised by
the trainer).
• Learner’s notes
Instructions for students:
This assessment will be conducted in the Altec College classroom with access to the resources listed
above.
You must satisfactorily perform all tasks to be deemed satisfactory for the assessment.
Planning the assessment
• Recommended date for assessment: [Trainer to provide]

• Access all resources mentioned in required resources either printed copies or access via the
internet
• Time required for assessment: 60 mins
• You must:
Ø Answer all the questions satisfactorily to be deemed competent
Ø Complete the assessment and submit in due timelines
Ø Submit with a completed assessment cover sheet
• Your assessor will set a time to provide feedback
Evidence specifications:
At the end of the assessment, you will be required to submit the following evidence before the due
date specified by the assessor:
• You are required to submit a completed (ticked) multiple choice question listed in
Knowledge test.
• Completed and signed cover sheet for assessment
Evidence submission:
• Documentation can be submitted electronically or paper-based.
• Your assessor will record the assessment outcome on the assessment cover sheet.

Q1. How do operational plans help an organisation achieve its strategic and business D
goals?
(a) By detailing what activities staff have to complete in their job roles to achieve the
organisation’s goals.
(b) By changing operational policies, procedures and processes to reflect the
desired outcomes outlined in organisational goals.
(c) By designing objectives, activities and processes to increase production or
revenue which directly contributes towards organisational goals.
(d) By breaking down organisational goals into practical plans with objectives and
outcomes that contribute to achieving overall goals.
Q2. To what degree should you involve others in the planning process for an operational
plan?
(a) Consultation about operational plans should occur in regular weekly and D
monthly management meetings.
(b) The best time to involve others is during the final review process to evaluate
implementation processes.
(c) Consultation should occur with senior level management during the planning
stage, and operational staff during implementation.
(d) Consultation processes should be ongoing as they are integral to a plan’s
success.
Q3. Which of the following best summarises what you need to consider when analysing
resource requirements for your operational plan?
(a) If human and physical resources are available in the quantities and timelines B
required.
(b) What do we need? What do we have? What are the gaps? How do we fill the
gaps?
(c) Are financial resources readily available? Do human resources need further
training? What are the purchasing processes for physical resources?
(d) Budgets, delivery schedules, availability of specialist advice and legislative
requirements are key considerations.
Q4. Who would you consult when analysing and documenting physical resource
C
requirements?
(a) Management, human resources staff and external expert consultants.
(b) The financial manager, funding sources such as financial institutions, and the
maintenance department.
(c) Relevant employees, suppliers and the purchasing department.
(d) All employees and departments within the organisation and appropriate external
expert consultants.

Q5. Why should performance indicators be included in an organisational plan? C
(a) They give context and meaning to the plan’s activities and goals.
(b) They provide up-to-date feedback on the business’s progress towards achieving
organisational goals.
(c) They enable the business to monitor progress towards the plan’s targets and
outcomes.
(d) They enable managers to track individual and team performance throughout
the planning and implementation periods of the plan.
Q6. A performance goal of the sales team is to reduce customer complaints by 10% within
the next three months. What are two techniques you (their manager) could use to
monitor their progress towards achieving this goal?
(a) Formal interviews of customers and conducting staff appraisals. B
(b) Customer feedback forms and team meeting discussions.
(c) Analysis of sales data and customer spending patterns against employee rosters.
(d) Team and individual KPIs, verbal and formal customer feedback.
Q7. What is the purpose of contingency planning?

(a) To prevent or resolve issues, or minimise the impact of identified risks so the plan
meet its deadlines and goals.
(b) To identify risks using a risk priority chart and evaluate the level of risk.
A
(c) To identify potential issues during the planning process so activities, milestones
and deadlines can be adjusted to minimise and compensate for their impact.
(d) To allow employees to respond correctly to emergency and hazardous incidents
that may occur during the implementation of the plan.
Q8. What basic information should be included in a proposal for the acquisition of
resources?
(a) The organisational policies and procedures that must be followed when C
acquiring.
(b) Quantities required, method of acquisition, supplier quotations and how delivery
times affect the operational plan’s timelines.
(c) The resource’s role in the operational plan, how it is to be acquired and any
factors that influence its acquisition.
(d) The function of the resource, consequences of its acquisition on the operational
plan and the organisation’s budgets.

Q9. How can you ensure team members understand and can complete activities required
by an operational plan?
(a) Use effective consultation methods to explain and confirm roles, responsibilities, D
deadlines and tasks.
(b) Hold regular team meetings to explain the plan during its development phase.
(c) Ask team members to keep a copy of the operational plan in their work area.
(d) Develop written work plans.
Q10. How do state and federal legislative requirements influence recruitment strategies?
(a) They ensure all new employees receive appropriate training for all aspects of
their job role, especially equal opportunity and workplace health and safety.
B
(b) They regulate the wording of advertisements, selection criteria used and terms
and conditions of employment.
(c) They ensure recruitment processes follow set guidelines, use standardised
documentation and all job applicants receive a full company disclosure
statement.
(d) They control the use and distribution of applicants’ personal information, the
processes used to promote vacant positions and responding to applications.
Q11. Your workplace has an HR department and extensive HR policies and procedures.
Based on your operational plan’s needs, you want to recruit a specialist technician on
a three-month fixed contract. How do you ensure the best person is recruited
according to organisational policies and procedures? A
(a) Provide the HR team with position requirements and monitor the recruitment
process.
(b) Read all HR policies and procedures thoroughly before allowing the HR team to
commence the recruitment process.
(c) Outsource the recruitment process to a recruitment agency as they have
extensive experience in the process and fixed-term contracts.
(d) Complete the recruitment process yourself as it’s a specialised role. Consult with
the HR team if required throughout each stage.
Q12. You are the project manager in charge of implementing a business-wide operational
plan. Which of the following is a strategy you can use to ensure employees are
inducted into the organisation according to organisational policies and procedures?
(a) Interview all new employees at the end of the induction program to ensure they
know and understand organisational policies and procedures. B
(b) Monitor the induction process to ensure all activities are completed.
(c) Conduct all induction procedures yourself.
(d) Complete spot checks during different phases and activities in the induction
program to ensure they are being completed correctly.

Q13. You need to acquire a large electrical generator for a two-week period to allow the
business to continue operating while work is completed on major power cables into the
business. What’s the best method of acquiring this physical resource?
(a) Purchase.
(b) Lease.
D
(c) Tender.
(d) Rent.
Q14. How does developing specifications help you acquire resources?

C
(a) They detail exactly what brand, type and size of item you wish to obtain.
(b) They provide detailed information to potential suppliers so you receive
competitive quotes, specialised instructions and installation.
(c) They clarify resource requirements, features and constraints and form the basis for
the selection criteria.
(d) They ensure specialised equipment is able to perform the tasks required for
activities in the operational plan.
Q15. How do organisational purchasing policies and procedures affect acquisition of

physical resources?
(a) They determine funding sources and payment processes.
B
(b) They set standards and guidelines for requisition, selection and approval
processes.
(c) They establish a framework for leasing contracts, hire agreements and purchase
decision-making processes.
(d) They dictate staff purchasing processes, preferred suppliers and formats for
quotations and invoicing arrangements.
Q16. You are developing new training videos and booklets for staff affected by outcomes of
the operational plan. You are going to employ a training resource development
business to create them for you. What intellectual property rights or responsibilities
should you consider when acquiring their services?
(a) Make sure any contracts clearly state who owns the training materials after
development and the training materials don’t contravene copyright laws. A
(b) Ensure the developer has the right to access company images and procedures.
You are responsible for how the materials are distributed after development.
(c) Check all contracts for clauses which state who is responsible for any breaches of
IP laws and who has the right to withdraw from the contract without loss of
income.
(d) Confirm the development business has security systems to ensure your business’s
intellectual property cannot be stolen while they are working on the project.

Q17. What is the purpose of using performance monitoring systems for operational plans?
(a) To evaluate and respond to potential issues and trigger contingency plans.
(b) To assess completion of tasks and activities by staff and contractors. D
(c) To collect data and information from a variety of sources for comparison against
budgets.
(d) To evaluate and compare performance against stated goals.
Q18. Why is the first step in monitoring performance to compare actual against planned
performance?
(a) To calculate variance figures, highlighting areas of underperformance that need C
further investigation.
(b) It allows managers to take immediate action to rectify any issues or areas of
concern.
(c) To evaluate progress towards or achievement of the operational plan’s goals.
(d) The results of the comparison are trigger points for the activation of contingency
plans.
Q19. Why is the cash flow budget an important monitoring and evaluation tool for
operational plans? D
(a) It evaluates the amount of cash and other funding used by the operational plan
in the acquisition of all physical, human and financial resources.
(b) It monitors the viability of the plan’s outcomes against planned revenue and
profits to ensure the business has sufficient cash on hand at any given time.
(c) It evaluates the flow of cash and other funding through all sources of revenue
being used to fund the operational plan.
(d) It monitors the impact of the operational plan on the business’s cash flow to
ensure they don’t get into financial difficulty.
Q20. One of the IT Help Desk call centre’s goals was to increase the number of calls an
operator processed per hour. They budgeted for a 5% increase in calls per hour. After
two months, the call rate reached the 5% target. However, customer complaints were
up by 15% and the number of cases that were not resolved during the first call was up
21%. Which of the following best matches your interpretation of these performance
results?
(a) Staff achieved the productivity target but changes needed to reach it have had A
negative impacts on other organisational goals and must be investigated.
(b) The activities undertaken in the plan have been successful as the goal was
achieved. The next operational plan should address customer service issues.
(c) The performance targets for other areas of the business must be adjusted to
incorporate the outcomes of the operational plan’s target.
(d) Even though the productivity target was reached, all changes to procedures
must be scrapped due to the negative results in other areas.

Q21. The physical resources purchasing budget for fitting out SoundWave Stereo’s new store
was $87,500. They have currently spent $82,420 and, based on quotations received,
have another $17,000 of equipment purchases still outstanding. They are currently 5.8%
under budget but, if all outstanding purchases are made, will be 13.6% over by the
completion of the plan. Which of the following is a viable recommendation to resolve
this issue that still allows the store to open on time with the necessary equipment?
(a) Re-evaluate equipment purchases and the cash flow budget. If needed,
investigate sources of additional funding. A
(b) Source cheap, non-brand name alternatives online and arrange for express
delivery so it arrives in time.
(c) Re-evaluate the store layout, reduce the display floor space to match available
equipment and plan for a two-stage (partial and full) opening.
(d) Make all necessary equipment purchases, as any financial shortcomings will be
offset by revenue earned after opening.
Q22. What are two methods you can use to identify staff development needs? B
(a) Analyse training needs by developing person descriptions and key selection
criteria.
(b) Conduct a skills audit and compare current skills to requirements for new physical
resources.
(c) Use online questionnaires to identify skills gaps and develop performance
appraisals for all key job roles.
(d) Conduct monthly staff training programs for the duration of the operational plan
and discuss its outcomes with team members.
Q23. Once development needs have been identified, what techniques can you use to
support individuals and teams so they can complete activities in the operational plan
effectively and safely?
(a) Develop practical, hands-on training programs that enhance current skills and
knowledge. C
(b) Conduct one-on-one interviews and staff surveys to determine individual needs
and training requirements.
(c) Develop a training plan and implement coaching and mentoring programs.
(d) Use mentoring and supervision to allow employees to undertake new tasks in a
controlled and safe environment.

Q24. Monitoring process has indicated that physical resource purchases for SoundWave B
Stereo’s new store will soon be over budget. As a result, you need to recommend
changes to the operational plan. What should you prepare prior to negotiating
changes to the plan?
(a) Obtain quotes for alternative equipment to be presented at the management
meeting.
(b) Document all outcomes or consequences of the proposed changes and
prepare all necessary supporting information.
(c) Prepare a minimum of two options for changes to the plan and document all
costs associated with each option.
(d) Obtain all performance data and comparisons to objectives, and prepare a
detailed report outlining recommendations, adjusted timelines and contingency
plans.
Q25. One system commonly used to help organisations manage operational plan and
performance documents is version controlling of documents. Why is implementing this
system to manage documents important?
(a) Organisational policies and procedures and legislative requirements control how,
when and where documents are stored, updated and issued. D
(b) As an organisation grows it needs to ensure documents, plans and reports are
accurate and up to date to protect their image.
(c) Version control and document management systems are required under privacy,
intellectual property, accounting and other legislation.
(d) It ensures the most current, up-to-date information, documents and plans are
used and circulated.

Student Detail
Student Id: 5515
Assessment Details
Unit of Competency BSBMGT517- Manage Operational Plan
Assessment Task Worksheets
Due Date 31/07/22
Date of Submission 31/07/22
Assessment Outcome Satisfactory □ Not Satisfactory □ Not completed □
Date 31/07/22
Assessor name Shashi Bogati
Comments/Feedback
Assessor Student
I declare that I have conducted a fair, valid, I have received, discussed and accepted my
reliable and flexible assessment with this student, result as above for this task and I am aware
and I have provided appropriate feedback. I also of my appeal rights.
declare that I have undertaken the indicated
assessment integrity checks
Google check for plagiarism o Yes oNo

_____________________________________ _________________________________
Date: Date:
_________________________________________ 31/07/22
__________________________________

Assessment task 2: Worksheets
• Altec College Learners’ resources for the unit BSBMGT517- Manage Operational Plan.
(Organised by the trainer)
• Learners Notes.
Instructions for Students

This assessment will be conducted in Altec College classroom with access to the resources listed
above.
You must satisfactorily answer all Worksheet questions to be deemed Satisfactory for this
assessment.
Planning the assessment:

• Recommended date for assessment - [Set a date as per timetable]
internet
• Time required for assessment: 3 hours
• You must:
Ø Answer all the questions satisfactorily to be deemed competent.
Ø Complete the assessment and submit in due timelines.
Ø Submit with a completed assessment cover sheet.
• Assessor will set a time to provide feedback.
At the end of the assessment, student will be required to submit the following evidence before the
due date specified by the assessor:
• Completed answer sheet with all questions answered.

• Completed and signed cover sheet for the assessment.
• Assessor will record the assessment outcome on the assessment cover sheet.

SECTION 1: Develop operational plan.
Q1: Write the ten steps in developing a succinct and practical operational plan?
1.
Identify task
2.
Develop and implement consultation process

3.
Research, analyze and document resource requirements.

4.
Identify priorities and develop timelines

5.
Establish performance indicators

6.
Establish monitoring and evaluation systems

7.
Develop contingency plan

8.
Obtain approval
9.
S.M.A.R.T
10.
Setting timelines
Q2: What are the four key resources you need to consider when implementing an operational
plan?
1.
Financial Resources
2.
Human Resources
3.
Physical Resources

4.
Good and services
Q3: How can a flow chart assist your planning and organisation when developing an
operational plan?
Flow charts are a good way to identify the relationships or dependencies between
task which
stand – alone tasks can be carried out simultaneously.
Q4: List three internal personnel you might consult with when developing an operational plan.
1.
Contractors who are closely associated with your organizations

2.
Colleagues within your department or team

3.
Colleagues in other departments or teams.
Q5: List three methods you might use to consult with employees during the operational
planning process.
1.
Face to face
2.
Email
3.
Telephone
Q6: What is a KPI?
KPI is a quantifiable measuring used to compare or gauge performance towards

achievement of predefined operational or strategic goals.

Q7: Why is setting KPIs an effective monitoring system for your operational plan? Give two
reasons.
1.
The result from monitoring KPIs can be used to monitor progress towards
objectives, identify
successful completion of tasks and areas for improvement.
2.
he monitor efficiency and evaluate effectiveness of the system and to demonstrate
accountability.
Q8: List five examples of information you might include in a contingency plan?
1.
Description of the risk

2.
How the risk will impact on the implementation or progress of the activity
3.
What the contingency plan sets out to achieve

4.
What steps can be taken to minimize or prevent the risk from occurring
5.
Who is responsible for identifying the trigger point?
Q9: List five areas where you might develop a contingency plan.
1.
Budget.
2.
.Labor issues.
3.
Equipment.
4.
Potencial issues.

5.
Environmental.
Q10: Where can you source information for the development and presentation of your proposal
for resource requirements?
-Government pages.
-Laws that apply in the process.
Also some information you can see at websites and google.
Q11: What is one method you can use to ensure work teams understand and implement the
operational plan?
Team meetings and other forms of communication can be used to introduce and
explain details of operational plan.
However, written work plans are often used to support other methods of
communication by providing specific information about each task.
Q12: List two ways technology can assist you to manage operational plans.
1.
The company should use a software monitor finance.

2.
Using monitoring software to assess if the plan achieve the target.
Q13: An establishment currently budgets $2,500 each month for printing and stationery. You
want to increase this amount by 3%. How much will you allocate in the new budget?
2.500+3%=2.575 (2.500*0.03)+2.500=2.575 The new budget will be $2.575

SECTION 2: Plan and manage resource acquisition.
Q14: What are the four stages to acquiring human resources?
1.
Prepare for requirement.

2.
Requirement.
3.
Select the staff.

4.
Start to hiring them.

Q15: Nearly all businesses have established practices for promoting job vacancies and accepting
and processing applications. List two examples of how or where you might promote a vacancy to
fulfil a specific job role relating to your operational plan.
1. Make your Cv and trail look simple and clean, like this as well you can show that
you have the requirements and passion for the job.
Q16: List three examples of physical resources you might need to implement to complete an
operational plan.
1.
Equipment.
2.
Goods and services.

3.
Contracted services.

Q17: List three factors you need to consider to ensure that physical resources and services are
acquired in accordance with organisational policies.
1.
Purchasing limits and approval processes.

2.
Proccesing for obtaining quotations.

3.
Select the criteria for the quotes.

Q18: What is a patent and how does it relate to intellectual property laws?
A patent is a right given to any new and useful devices, substance, method or
process where other organization can´t produce or duplicate these because if they
do it causes a law penalty or issue.
Q19: You’ve found an image on the internet you want to reproduce in your advertising material.
Can you use it? Explain your answer.
Not, I can´t use the image founded without the permission of the owner because it
is under copyright legal protection.

Q20: Describe three planning and organisational techniques you can use to minimise
inefficiencies and waste.
1.
Manage the use of energy.
2.
Get audit enviromental.
3.
Manage waste.

SECTION 3: Monitor and review operational performance.
Q21: Why is it important to monitor and review performance systems and processes?
It is important to monitor and review performance system and processes because it

can identify issues in an effective decision quickly to improve the performance
organization and also it will help to reduce costs, improve productivity, increase
efficiency and performance reviewing processes.
Q22: List four sources of performance data you might use to monitor and review progress
towards achieving targets.
1.
Employee performance.
2.
Financial performance.
3.
Performance of the equipment.

4.
Performance of the production.
Q23: List four sources of financial information you might analyse when monitoring and
reviewing profit and productivity performance.
1.
Sales revenue information.

2.
Payroll and labour statistics.

3.
Cost of goods sold, turnover and wastage information.

4.
Expenditure on operational expenses.

Q24: Briefly describe how budgets are used in operational plans.
It helps to evaluate the impact of the operational plan to the business and analyze
the variances and take appropriate actions in case they needed it, this happens
because budgets are developed for short-term and long term goals which are
modified or updated through the time while the plan is developing.
Q25: What type of report can you prepare to identify variances?
The type of report could be the operational plan where you can identify income
variances, expenditure variances and interpreting these variances.
Q26: In what situations is it favourable to be above budget?

When the income-related variances, such as sales, revenue and profit are above
the budget.
Q27: What should you do when you identify an area of underperformance?
You should identify the causes for this occurred and make appropriate changes
and plan for the future, so this one stop being underperfomance and start to
develop better.

Q28: What can you do to support individuals and teams to effectively, economically and safely
use resources?
You should bring the adequate knowledge, equipment and training where allow
people develop the skills and the performance they need to complete the
operational plan.
Q29: What is the difference between a mentor and a coach?
Coach process is a formal way and has a specific propose where is to teach a new
approach the job role, while the mentoring procces is when you provide assistance
and guidance based on the experience, skills or knowledge where the relationship
will be developed into a friendship.
Q30: List four things to consider when making recommendations for variations to operational
plans.
1.
Create a standard process for all the variants.

2.
Consider cost and time data.

3.
Make sure the team have easy access to the relevant variations.
4.
Implement global reporting.


Q31: List four tips for negotiating variations to operational plans.
1.
Be prepared to listen to recommendations from others.

2.
Make sure you have information available to support the reasons for your recommendation.
3.
Make sure you have information available to support the reasons for your recommendation.
4.
Use an impartial mediator if necessary to encourage open discussion and to help avoid conflict.
Q32: How should you manage performance records and documents?
There are the most common methods for managing performance records and
documents:
- Filing system.
- Database.
- Web-based system.
- Document management system.

Student Detail
Student Id: 5515
Assessment Details
Unit of Competency BSBMGT517- Manage Operational Plan.
Assessment Task Project
Due Date
31/07/22
Date of Submission
31/07/22
Overall AT3 Assessment Outcome Satisfactory □ Not Satisfactory □ Not completed □
Date
31/07/22
Assessor name
Shashi Bogati
Comments/Feedback
Assessor Student
I declare that I have conducted a fair, valid, reliable and I have received, discussed and accepted my result
flexible assessment with this student, and I have as above for this task and I am aware of my
provided appropriate feedback. I also declare that I appeal rights.
have undertaken the indicated assessment integrity
checks
Google check for plagiarism o Yes ✔
oNo

_____________________________________ _________________________________
Date: Date:
_________________________________________ _____________________________________
31/07/22

Assessment task 3: Project
• Altec College classroom simulated environment.
• Altec College Learners’ resources for the unit BSBMGT517- Manage Operational Plan.
(Organised by the trainer)
• Learner’s notes.
• Appendix 2- Scenario – e-Commerce business strategy
• Appendix 3- Operational Plan Template
• Appendix 4- Proposal for resourcing.
• Appendix 5- Scenario – e-Commerce resourcing
• Appendix 6- Resource Acquisition Plan Template
• Appendix 7- Expenditure Payment approval form
• Appendix 8- Interview Plan Template
• Appendix 9- Scenario – e-Commerce performance monitoring
• Appendix 10- Monitoring Plan Template
• Appendix 11- Operational Status Report
• Appendix 12- Coaching plan template
• Appendix 13- Performance management plan template
• Appendix 14- Management Report
• Appendix 15: Recordkeeping checklist
Planning the assessment

• Recommended date for assessment: [Trainer to provide]
internet
• Time required for assessment: 18 hours (Project A: 4 hours, Project B: 6 hours, Project C: 8
hours)
• You must:
1. Produce all evidence as required.
2. Complete the assessment and submit in due timelines.
3. Submit with a completed assessment cover sheet.
• Assessor will set a time to provide feedback.
At the end of the assessment, you will be required to submit the following evidence before the due
date specified by the assessor:
Project A:
● Operational plan.
● Written Report outlining proposal for resourcing.
Project B:
● Completed Expenditure payment approval form.
● Completed Interview plan and assessment evaluation with recommendations.
Project C:
● Completed Monitoring Plan.
● Operational plan status report.

● Coaching plan.
● Performance management plan.
● Management report.
● Record keeping checklist.
• Assessor will record the assessment outcome on the assessment cover sheet.

AT3- Project
Project A: Develop operational plan

• This assessment aims to assess your capability to review an organization’s business
information and develop an operational plan in consultation with key stakeholders and
present it for approval.
• You are to use the simulated organisation information “BBQ Fun” in the Appendix 2 of this
assessment booklet and all assessments will conducted in classroom using simulated
environment.
• By completing this assessment, you will demonstrate the skills and knowledge required to
Ø Research, analyse and document resource requirements and develop an operational

plan in consultation with relevant personnel, colleagues and specialist resource
managers.
Ø Implement a consultation process as part of the operational planning process
Ø Develop an operational plan that provides efficient and effective workplace
practices according to the organisation’s strategic direction.
Ø Ensure details of the operational plan include the development of key performance
indicators to measure organisational performance.
Ø Develop and implement contingency plans at appropriate stages of operational
planning.
Ø Ensure the development and presentation of proposals for resource requirements.
Ø Obtain approval for plan from relevant parties and ensure understanding among
work teams involved.
In order to successfully complete the task:
• Please read the scenario given in Appendix 2 for BBQ fun simulated organisation information
complete the following steps to successfully complete the task using the templates
provided.
Ø Step 1: Develop operational plan:
Ø In this step you are required to develop an operation plan for successfully
implementing the e –commerce strategy using the template provided in Appendix 2.
Ø Your operations plan must include following:
o Objective: Please identify the objective of operational plan from scenarios
given.
o Research resource: requirements for implementation of e-
commerce strategy and arrange.
o Two consultation sessions: (Please refer specific instruction below
on how to facilitate the consultation sessions) to determine the
human and physical resourcing for implementation of e –commerce
strategy and with your trainer where he will act as sales and
marketing manager and technology consultant complete details in
Operational plan template.
§ Consultation Session 1: You will be required to participate in
a consultation session to discuss human resources required
for implementation of e-commerce strategy and to include
them in your operational plan. To achieve this, please follow
the steps below:

v Arrange time with your trainer via email who will
act sales and marketing manager for consultation
session. Your assessor will also set the time limit
for your session.
v Participate in session at time agreed with your
trainer and consult human resources required for
implementation of e-strategy
v Identify the human resources required and
include in operational plan (Use template in
appendix 2).
v Your trainer may present concerns regarding
resources, please take notes of discussion.
v Complete the session within specified timeline.
§ Consultation Session 2: You will be required to participate in
a second consultation session to discuss physical resources
required for implementation of e-commerce strategy to
include them in your operational plan. To achieve this, please
follow the steps below:
v Arrange time with your trainer who will act as
technology consultant for consultation session
will set the time limit for your session.
v Participate in session at time agreed and consult
physical resources required for implementation
of e-strategy.
v Identify the physical resources required and
include in operational plan (Use template in
appendix 2).
v Your trainer may provide feedback, take notes of
discussion.
v Complete the session within specified timeline.
o Action plan: Develop an action plan for the implementation of the
e-commerce strategy to include the following:
§ Physical resourcing (all major steps for resourcing, including
procurement of different types of resources, but not to the
detail of including all procurement steps for each resource
type).
§ Human resourcing (all major steps, e.g., recruiting, training,
communication).
§ Timelines and milestones for implementing e-commerce strategy.
§ Consultation and communication (ensure all affected
staff is informed and engagement is encouraged for
all stakeholders).
o Performance indicators (KPI): Develop performance indicators
for operational and financial targets. Develop balanced
scorecard for e-commerce sales and customer service
representative including three KPIs and associated targets.

o Contingency plan: Identify at least three risks to the
implementation and develop a contingency plan for each risk.
§ Include at least one risk due to inefficiency or wastage.
§ Include at least one risk due to employee underperformance.
Ø Step 2: Develop a proposal for resourcing and present it for approval.
o Develop a proposal for resourcing to be presented for approval to the
Operations General Manager (OGM) (Your trainer will act as OGM). Include
following in your proposal:
§ breakdown of costs
§ benefits to organisation
§ risks to organisation by not implementing
§ outline of identified risks and contingency planning
§ description of proposed implementation of resourcing
§ description of sources of information used to develop proposal (use
internet research on technical aspects of e-commerce and importance
to retailers; use consolation, use company financial projections)
o Consultation Session 3: Resource Proposal and approval of plan: You are
required to participate in consultation session with your trainer who will act as
Operations General Manager to present the following for approval:
§ your proposal for resourcing.
§ completed operational plan for approval.
To achieve this, please follow the steps below:
v Arrange time with your trainer who will act as operations
General Manager (OGM) for consultation session who will
set the time limit for your session.
v Participate in session at time agreed and present you
proposal and operations plan for approval
v trainer may provide you feedback on your proposal, take
notes of discussion
v Identify any changes required in your proposal.
v you might require to adjust the proposal.

Project B: Plan and manage resource acquisition
● This assessment contains a project and a role play using the simulated organisation information.
● The purpose of the assessment is for you to demonstrate your skills and knowledge required to plan and manage resource acquisitions. You are
required to demonstrate your capability to develop and implement strategies to ensure physical and human resourcing is carried out in accordance
with organizational policies, practices and procedures.
● By completing this assessment, you will demonstrate the skills and knowledge required to:
Ø develop and implement strategies to recruit employees and acquire physical resources and
Ø services within an organisation’s policies and practices.
● This assessment task is to be completed in Altec College simulated workplace context and you are to use the simulated organisation information
“BBQ Fun” in the Appendix 5 of this assessment booklet. There is also a role play component of this assessment task which will be completed in the
classroom.
● At the end of the assessment, you will be required to submit following evidences before due date specified by your assessor:
Ø Completed Resource acquisition plan which includes:
o Physical resources required and strategies; and
o Human resources and strategies.
o Completed Expenditure payment approval form;
o Interview plan and assessment evaluation template with recommendations.
In order to successfully complete the task:
● Please read the scenario given in Appendix 5 for BBQ fun simulated organisation information complete the following task to successfully
complete the task using the templates provided.
Ø Step 1: Develop a Resource Acquisition Plan: In this step you are required to develop a resource acquisition plan using the
template provided in appendix 2 for the human and physical resources identified in the operation plan you developed in task 1.
In order to successfully complete the task pleases complete following:
o Read your Operational plan from assessment task 1
o Review human & physical resources included in the operational plan

Using the template in Appendix 5, develop a resource acquisition plan to include all steps and strategies to
o
acquire the physical resources identified in accordance with the organisation’s requirements for the development of the
o
website
o and, to recruit people according to the organisational requirements.
o Develop an induction plan template which provides necessary information for new staffs to recognize and incorporates
requirements for intellectual property rights and responsibilities in recruitment and acquisition of resources and
services.
Ø Step 2: Demonstrate implementation of an acquisition strategy: In this step you are required complete the following tasks to
demonstrate your ability to implement acquisitions strategies to ensure that services are acquired in accordance with the
organisation’s policies, practices and procedures. In order to successfully complete the task pleases complete following:
o Read the Procurement Policy provided in appendix 8 from your student workbook.
o Review the three-website development proposal presented in Appendix 5 of this assessment tool.
o Choose and finalise the proposal that you would select for the development of the website.
o Complete Expenditure Payment Approval Form (Provided in Appendix 5) based you your choice above.
Ø Step 3: Demonstrate the implementation of a recruitment strategy: In this step you will be required to participate in a role play
to demonstrate your capabilities to implement strategies to ensure that employees are recruited within the organisation’s
human resources management policies and practices. To successfully participate in this role please complete the following:
o Read the Recruitment and Induction Policy and Procedures given in appendix 7 of your student workbook.
o Complete the interview plan for the sales representative position which you will interview. (Use template in Appendix 5)
o Develop questions which you will ask to candidate during interview (you can use template from Appendix 5)
o Provide relevant information regarding intellectual property rights.
o Arrange time with your trainer who will act candidate for role play and will set the time limit for your interview.
o Conduct interview with your trainer and finish in timeline.
o Complete evaluation of candidate by using evaluation template.
o Make recommendations if candidate is selected or not.

Project C: Monitor and review operational performance.
● This assessment contains a project and a role play using the simulated organisation information.
● The assessment is for you to demonstrate your skills and knowledge required monitor and review operational performance. You will develop,
monitor and review performance systems, analyse performance, identify areas of underperformance, take prompt remedial action and report on
operational performance and develop a monitoring plan.
● By completing this assessment, you will demonstrate knowledge required to:
Ø monitor and review performance systems and processes to assess progress targets
Ø Analyse and interpret financial information to monitor and review profit and productivity performance
Ø Identify areas of underperformance, recommend solutions
Ø ensure that mentoring and coaching are provided to support individuals and teams
Ø Negotiate recommendations for variations to operational plans and gain approval from designated persons /groups
Ø ensure that procedures and records associated with documenting performance are managed in accordance with organisational
requirements.
● This assessment task is to be completed in a simulated workplace context and you are to use the simulated organisation information “BBQ Fun” in
the Appendix 9 in this assessment booklet. There are also 2 role play components of this assessment task which will be completed in the classroom.
In order to help you successfully complete the task:
● Step 1: Prepare a Monitoring Plan: In this step you are required to develop a Monitoring plan to using the template provided in Appendix 9 to
monitor and review operational performance. In order to successfully complete the task pleases complete following:
Ø Please read the scenario given in Appendix 9 for simulated organisation information
Ø Review the Operational plan from assessment task 1 and resource acquisition plan from task 3
Ø Using the template provided in the Appendix 9 prepare a monitoring plan which include the following elements:
o budgetary and financial performance
o productivity performance
o employee performance in line with performance management policy
o milestone achievement and performance against targets

o dates for monitoring activities in line with scenario
o resources for monitoring
o progress reporting at the end of each quarter to OGM
o regular performance management of online staff and lodgement of records with HR Manager.
● Step 2: Develop an Operational Plan status report: In this step you are required to develop a Status Report for the Operational plan you developed
in Assessment Task 1, using the template provided in Appendix 9. The aim of the status report is to monitor and review operational performance. In
order to successfully complete the task pleases complete following:
Ø Read the scenario in Appendix 9 again
Ø Analyse the operational performance as described in the scenario provided, and develop an Operational Plan Status report (You can use
template provided in Appendix 9) that will allow you to monitor and review operational performance.
● Step 3: Employee performance and coaching employees: In this step, you are to analyse the data provided in the scenario (in Appendix 9) for an
underperforming employee and outline the coaching plan you would take to address employee underperformance. You will also participate in a
role play to coach the employee in accordance with performance management systems. In order to successfully complete the task pleases
complete following:
Ø You have been provided data for employee Lee Waters in the scenario, please analyse the data and identify the issues with performance
and complete Coaching Plan (You can use template provided)
Ø complete a performance management plan for the employee (you may use templates provided)
● Step 4: Employee Coaching Session Role Play: In this step, you will be required to participate in coaching session to coach employee name Lee
water (your trainer will act as employee). In order to complete this successfully, please complete the following:
Ø Refer to the performance management Policy and Procedures given in Appendix 9 of your work book
Ø You are required to analyse the data given in scenario for employee Lee waters and identify issue to be addressed during session and
complete a coaching plan (use template provided in Appendix 9)
Ø Arrange time with your trainer who will act employee Lee water for role play and will set the time limit for your interview.
Ø Conduct coaching session with your trainer and complete performance management plan and record minutes and evidence from this
session.
Ø Submit evidence for marking.
● Step 5: Prepare a Management Report and gain approval: In this step you will be required to develop a management report describing the
performance system, performance results and recommendations for changes to operational plans. You will then participate in a role-play, where

you will negotiate changes to operational plans and gain approval for recommendations from the Operations General Manager (the
Trainer/Assessor). To complete this successfully, please complete the below:
Ø Prepare a management report outlining following.
o description of budgetary and financial performance.
o description of productivity performance.
o analysis of milestone achievement and performance against targets; and
o three recommendations for operational improvement.
Ø Present management report to Operational general manager and discuss recommendations and variation in the plan and
take approval. In order to complete this part, you will be required to participate in a role play with your assessor who will
act as an operational manager and will ask you questions regarding report.
Ø Arrange time with your trainer who will act as operations General manager and will set the time limit for your interview.
Ø Present management report and negotiate recommendations involving, for example, changes to plans, changes to
implementation of plans, changes to budget, etc. and seek approval for the implementation of your recommendations.
Ø Your trainer will ask you questions regarding your management report.
Ø Present your report for marking.
● Step 6: Prepare a record keeping checklist: In the step you are required to develop up a checklist to ensure that procedures and records associated
with performance are managed according to organisational requirements.
● At the end of assessment, you will be required to submit the following to the assessor.
Ø Monitoring plan.
Ø Operational plan status report;
Ø Coaching Plan;
Ø Performance management plan;
Ø Management report; and
Record keeping checklist.

Appendix 1- Assessment resource in Altec College classroom
Altec College will conduct practical assessment in classroom located at Level 5, 601 Burke Street Melbourne VIC 3000 / Level 1, 232-242 Liverpool Street
Hobart TAS 7000, where evidence gathered demonstrates consistent performance of typical activities experienced in the management and leadership field
of work and include access to
Assessment must ensure access to:
● relevant legislation and regulations
● workplace documentation and resources
● case studies and, where possible, real situations
● interaction with others

Appendix 2 Scenario – e-Commerce business strategy
The BBQ fun Board of Directors and CEO have decided to implement an e-commerce strategy to maintain or increase market share and revenue and satisfy
customer needs in line with company strategic directions.
Under the strategy, BBQ fun would offer all products in an online store. Stock could be stored at no extra cost at existing stores. Customers would cover
delivery costs.
Currently, BBQ fun has a website, but this website lacks e-commerce functionality. The website would need to be redeveloped to incorporate this
functionality in line with relevant technical specifications. Existing infrastructure, such as office and store configurations, would need to be adapted to the
new strategy. Additionally, assets, such as delivery vehicles would need to be acquired. New staff would need to be recruited and existing staff retrained or
informed of the e-commerce strategy and associated operational and performance targets.
All resourcing must be acquired and operations undertaken in accordance with relevant external standards, such as legislation and codes of practice, and
internal standards, such as organisational policies and procedures.
Preliminary approval has been given to amend existing budget and operational planning to incorporate this strategy.
It is now 30 June 2021 and e-commerce operations are expected to be underway by 1 October 2022.
BBQ FUN simulated Business details

General operating hours
BBQ fun operates Monday to Friday from 9 am to 5 pm. BBQ fun will be operational year-round except legislated holidays.
Human resources
Pat Mifsud, CEO
Pat is responsible for working with the Board of Directors to oversee the business, set overall strategic directions, manage risk, and authorise large financial
transactions.
Riz Mehra, Chief Financial Officer

Riz is responsible for preparing quarterly financial statements and overall budgeting. Riz is also responsible for overseeing budgets for cost centres and
individual projects. At completion of
financial quarters and at the end of projects, Riz is responsible for viewing budget variation reports and incorporating information into financial statements
and financial projections.

Kim Chen, Operations General Manager
Kim is responsible for the day-to-day running of the company. Kim oversees the coordination of all operations. Kim is responsible for sponsoring projects
that affect operations of the organisation as a whole. Kim works with the HR Manager to coordinate systems and projects to achieve company- wide
synergy.
Les Goodale, Human Resources (HR) Manager

Les is responsible for the productive capacity and welfare of people at BBQ fun. With the Operations General Manager, Les works to coordinate projects
and management systems, such as performance management, recruitment and induction.
Sam Lee, Marketing Manager

Sam is responsible for the management of all aspects of marketing. Sam manages the activities of the Marketing Team.
Pat Sweeney, Manager: Brisbane (Kenmore)

Pat is responsible for the management of all aspects of the Brisbane store.
Alex Mitchell, Manager: Gold Coast

Alex is responsible for the management of all aspects of the Gold Coast store.
A summary of human resources at each of the two locations appears below:

Brisbane: Head office
● Employees:
Ø 30 full-time and casual sales and customer service people, check-out staff trained in use of POS (integrated with ERP and CRM software system)
Ø senior management team (five) + one store manager
Ø four sales team leaders
Ø one delivery truck driver
Ø one warehouse worker.
Gold Coast operation
● Employees:
Ø 30 full-time and casual sales and customer service people, check-out staff trained in use of POS (integrated with ERP and CRM software system)
Ø one store manager
Ø three sales team leaders
Ø one delivery truck driver
Ø one warehouse worker.

Office requirements
The office space is leased and will accommodate the necessary office equipment, such as computers.
Brisbane: Head office
● Location: Kenmore.
● Size: 15,000 square meters (50% warehouse, 50% display area). Warehouse area used at 45% of capacity, but poorly configured to accommodate heavy
increase in distribution traffic.
● Large mezzanine office space (used to be occupied by online retailer, currently subdivided and occupied by Management Team).
● Loading bay with large capacity (most of area incorporated into customer display area, could be easily and cheaply reconfigured to accommodate extra
distribution).

Gold Coast operation
● Location: Robina.
● Size: 12,000 square meters (50% warehouse, 50% display area). Warehouse area used at 50% of capacity, but poorly configured to accommodate heavy
increase in distribution traffic.
● Large mezzanine open-plan office space with separate access (was previously rented out to a telemarketing company).
● Lots of spare office space.
● Loading bay with large capacity.
Operating capital requirements

BBQ fun requires approximately five million dollars in working capital to sustain and ensure the business meets all opening and ongoing financial
obligations.
The company may experience financial pressures during slow sales periods.
A long-term strategy to maintain a positive cash flow during these periods will be to diversify the company’s product range and develop business
opportunities such as e-commerce to boost sales and sales capability overall.
Operational expenses
Wages, salaries and on-costs $2,567,890
Consultancy fees $50,000
Communication expenses $42,000
Marketing $800,000
Premises expenses $1,000,000
Insurance $120,000
Depreciation and amortisation $177,569

Office supplies $65,068
Training $62,187
Total Expenses $4,884,714
Insurance requirements
BBQ fun will have to incur costs for business liability insurance. The estimated cost for this requirement is
$100,000 per year.
Operational workflow
1. Conduct market research to determine needs.
2. Negotiate with suppliers.
3. Receive and warehouse products.
4. Provide service and information to warehouse customers.
5. Receive payment.
6. Arrange delivery of items (if required).
BBQ fun accepts cash, EFTPOS and major credit cards. Credit terms are available for trades. The following operational costs may be associated with e-
commerce business strategy.
Costs: e-Commerce strategy (initial investment)
Resources Costs
Plant and equipment ● Delivery trucks $50,000 x 6 = $300,000
● Forklifts $10,000 x 3 = $30,000

Promotional costs $300,000

Website developers Contractors $2,000 x 50 = $100,000
Staff training Online customer service training $3,000 per staff member =
$24,000
Recruitment costs 30,000
Management change leadership $3,000 each = 1 Brisbane store manager, 4 Brisbane team leaders, 1 Gold Coast store manager and 3 Gold Coast
training for store managers and team leaders x $2,000 = $27,000
team leaders
Warehouse and office $50,000
reconfiguration
Total $861,000
In addition, ongoing staff costs will be incurred.

The expected life of the initial investment is expected to be three years.
Costs: e-Commerce strategy (ongoing)
Resources Costs
Additional staff $40,000 year average = (4+4+6) x $40,000= $560,000 per year for 3 years =$1,680,000
The following expenses should be incurred in the 2022 financial year and be included in associated financial targets for spending:
Additional staff $400,000

Additional marketing $300,000
Additional training $51,000
Recruitment $30,000

Benefits to business
According to financial projection prepared by the CFO, the business expects the proposed strategy to be profitable over three years.
Profitability index over three years
Present value (PV) of future cash flows

PI>1 indicates project should be undertaken Profitability index (PI) = Present value (PV) of initial investment
2021 2022 2023

Cash flow from operations (minus ongoing $200,000 $500,000 $800,000
operational costs associated with
ecommerce such as additional staffing)
Present value of future cash flows $180,000 +$420,000+$600,000 =
(discounted future cash flows with respect $1,200,000
to opportunity cost, inflation)
Present value of initial investment $861, 000
Profitability index 1.39
The expected additional profit for 2022 would be $200,000. This figure should be added to target

Example budget summary
BBQ fun 2021–2022 Approved budget by activities to be undertaken

Income:
Sales $11,000,000 Barbecues and related equipment.
Investment income $1,567,000 Real estate investment income and rental of office space.
Cost of goods sold (COGS) $5,890,000 Cost of provision of goods, purchase of stock, distribution.
Gross profit $6,677,000 Gross profit.

Expenses:
Wages, salaries and on costs $2,567,890 Wages, salaries, superannuation, work cover insurance, payroll tax.
Consultancy fees $50,000 Project management: WHS management system; change management.
Communication expenses $42,000 Telephone, ISP costs, IT support.
Marketing $920,000 Cost of staff travel and associated

costs for sales, etc.
Premises expenses $1,000,000 Rent, electricity, maintenance, cleaning.
Insurance $120,000 Liability insurance

Depreciation and amortisation $177,569 Computers and capital equipment that is depreciated.
Office supplies $65,068 Printing and stationery, postage,

amenities.
Training $62,187 Sales training: leadership, WHS, ethical/legal training.
Total expenses $4,884,714

Net profit $1,792,286 Net income before tax.

Appendix 3: Operational Plan Template
I: Objective
Develop e commerce website to increase their market share and revenue.
II: Resource requirements
Consultation session 1:
It must been 4 people hired and another 4 make an internal transfer between head office to the to online sales
(Human Resources) and customer service, moreover each venue will need 6 truck drivers.
Sales and Marketing manager
Consultation session 2: Six delivery trucks and three forklifts will be need as physical resources as plant and equipment, moreover
(Physical Resources) they will need some software programs, internet, computer and printers.
Technology Consultant
III: Action plan
Milestone: Action and/or Date Person responsible Budget or resources

objective to achieve strategic (where applicable)
aims of physical or human
resourcing
How much will cost to afford to purchase ? PR:figure it out the cost of the delivery trucks and forklifts Kim chen $330.000

See the suppliers and wich onePR:Determine
is cheaper how much will be a decent internet,a web
Kimdevelopers
Chen and aNo
software
applicate
Find out some web developersHR

andQuantitie
their prices Les Goodale
how much time will take to make the website No applicate
Alocate your staff and deliverys

HR quantitie their salaries of your staff Les Goodale $1.680.000/ 560.000 per years 3
IV: Balanced score card
KRA Target KPI Result
Develop the website Easy to use for customers, appealing to everyone. Percentage of Market Share No complaint when the customers use the website
Revenue Increase the revenue Growth in Revenue 15%

Sales Increase the sales Net Sales 15%
Staff Performance Great customers service, motivated, skills. Growth in revenue Observation, performance tasks, keep the record
Customer engagement Increase Customer satisfaction, positive reviews Number of Customers Retained 90% of feedback have to be positive.

V: Contingency plan
Company name: BBQ fun
Name of person developing the plan: Pat Mifsud
Name of the person who was consulted: Kim chen
Position:
Risk identified: 1. The sales dont reach the target.
2.Hard To find the people with the qualifications I need.
3. Cost exceeding the cost.
4. Unattractive and complicated to use the website.
Strategies/activities to minimise the risk By when By whom
1. Seek for quotation that is 5% less the budget 27/07 Riz Mehra,Pat Mifsud
2.Start to hire people earlier 31/07 Les Goodale

3.Develop strategies to improve sales on going Sam Lee,Kim Chen
4.Have a great communication with the website developer, developing a brainstorm and be creative. 3/08 Sam Lee

Appendix 4: Proposal for resourcing.
Proposal for resourcing

Company name: BBQ fun
Name of person developing the plan:
Name of the person who was consulted:
Position:
Risk identified: the first risk can be over budget, moreover anither risk to identify are lack communication bewteen co workers and
unsatisfied customers.
Strategies/activities to minimise the risk By when By whom
Communication is crucial to achieve all objectives within each department involved in the project On going Kim chen
Listening to the customer and receive feedback in order to improve our strategies, this can be via email or face to face. 1/8/22 Sam Lee
The recruitment process must be effectively done in order to hire the qualified staff for the job 31/7/22 Les Goodale
Efficient Planning of all the investments to be done as well as create a small contingency budget 31/7/22 Pat Mifsud

Appendix 5 Scenario – e-Commerce resourcing
Background to scenario
The BBQ fun board of directors and CEO have decided to implement an e-commerce strategy to maintain or increase market share and revenue and satisfy
customer needs in line with company strategic directions.
Under the strategy, BBQ fun would offer all products in an online store. Stock could be stored at no extra cost at existing stores. Customers would cover
delivery costs.
Currently, BBQ fun has a website, but this website lacks e-commerce functionality. The website would need to be redeveloped to incorporate this
functionality in line with relevant technical specifications. Existing infrastructure, such as office and store configurations, would need to be adapted to the
new strategy. Additionally, assets such as delivery vehicles would need to be acquired. New staff would need to be recruited and existing staff retrained or
informed of the e-commerce strategy and associated operational and performance targets.
All resourcing must be acquired and operations undertaken in accordance with relevant external standards, such as legislation and codes of practice, and
internal standards, such as organisational policies and procedures.
High-level planning has been completed and approval has been given to implement the strategy. According to your plans, you are now at the stage where
you must plan and then implement the resourcing required to enable the strategy and physical resourcing and human resourcing are about to commence.
Remember, e-commerce operations are expected to be underway by 1 October 2022.
Physical Resourcing:
● Three website developers will bid for the contract to redevelop the existing:
●
Company Bid
Ace developers $70,000
Premier Tech $80,000
Innovative Technologies $90,000
● The budget for the redevelopment is $100,000.

● Bids have been analysed as follows.
Ace developers Premier Tech Innovative Technologies

Factor Weight Score (S) Weighted Score Score (S) Weighted Score Score (S) Weighted Score
(W x S) (W x S) (W x S)
Maintenance x1 2 2 3 3 3 3
Range of features: x3 2 6 2 6 2 6
● payment options
● integration with
existing systems
Future-proofing: x5 3 15 6 30 6 30
● ability to be
upgraded as
technology
improves
Quality: x10 4 40 4 40 6 60
● usability for
customers
Total 63 79 99
Price (% of budget) .80 .80 .90
Total score/price (final 78.75 98.75 110
assessment of bid
quality)

Human resourcing
Recruitment information (For role play)
● You now have three suitable online customer service and sales representatives’ applications in
hand.
● You have selected one candidate to interview.
● The candidate is required to have the following skills and attributes:
Ø enthusiastic and motivated

Ø attention to detail
Ø takes initiative
Ø problem solver
Ø two years’ experience in online sales
Ø telephone and keyboarding skills
Ø ability to learn features and benefits of products to discuss with customers.
● The following skills and attributes are not strictly required, but desired:
Ø marketing and sales formal training

Ø knowledge of BBQ fun’s product line
Ø familiarity with CRM systems

Appendix 6
Resource Acquisition Plan Template
Resources required for Step and Strategies to Date Person responsible Budgets or
implementation (Refer acquire resources Resources (where
operational plan from task 1) applicable)
Physical resources Consult with the team about the features that we need for the trucks and forklifts 1/07 Riz mehra, Pat Mifsud 330,000
6 Delivery trucks ,3 forklifts Research in the market possible suppliers. 1/07 Pat Misfud 330,000
IT constructor Contact some of the suppliers and ask for a quotation. 2.07 Riz Mehra 330,000
Computers Discuss with your team the quotation and select the supplier. 5//07 Riz Mehra, Pat Mifsud 330,000
Human resources
4 Online customer Staff
Consult with the 1/08
team about the skills that we need in these 4 personne, moreover choose minimum 3 platform to advertise the position, furthermore advertise the position in the three platforms chosenl Lees Goodale, Sam Lee Kim 30,000
6 delivery drivers and 4 Internal transfer from the warehouse to online customer service Start the selection process, and the induction proccess 10/08 Lees Goodale, Sam Lee Kim 30,000
Implementation of Plan
all resources will be acquired by 1st of october and follow the plan and strategies we outline before

Appendix 7: Expenditure Payment approval form
Expenditure Payment approval form

For completion by person verifying payment
Date 31/07 Invoice date 25/07
Payee name: BBQ Fun´s
Job/project number: 001 Project title:

Create e-commerce Website
Description of payment: Payment for e-commerce website contractor (100.000)
Payment amount: $ £ex. GST £ inc. GST

✔
Signature of person verifying Signature of delegated
payment: manager:
For completion by finance:
Account number Account name Amount
678236876 Innovate Tech 100.000
Total Payable:
100.000
Authorized by: Pat Mifsud

Approved by:
Director
__________________________
CEO
Pat Misfud
____________________________
Riz mehra
Finance manager ___________________________

Appendix 8: Interview Plan Template
Interview Plan
Planning aspect Description Time
1. Type of interview Face to face 1 Hour

2. Objectives Get the qualified person with the skills, knowledge and with a good attitude for the position available.
From the 1/08 until 10/08
3. Approach and Style Formal interview with an adequate structure and skill focus N/A
4. Schedule Know the candidates background and knowledge Interviews will be around 8 am until 1pm
5. Topics and Questions Experience, objectives, personal information Each applicant will have 1 hour to complete te interview
Assessment and evaluation

Candidate:
Question Ideal answer contains: Number of Score
possible points
1
Where do you see yourself in two years? How
The does this
candidate position
should fit into your
bring an achievable personal
and accurate development plan?
answer.
15
2 20
How would you deal with stressful and under big presure situation with a customer ? The person should stay calm,and request help if needed, be respectfull, moreover ask help to manager.
3 What are your strenths with computers? Knows how to use most of office programs, and know how to type fast. 10
4 Why did you left your last job? The person want grow personally and professional way. 10
5 what are your weakenesses with technolo Their some few technologies the person has never used. 25
6 What do you see as the major challenges currently facing
The candidate in ayour
should bring life?and honest learning about that.
real experience 20

Total 100
Recommendation:
We are looking for someone who meet the below qualities
-3 years of experience with customer services
-high computer skills
-good communications skills
-good language skills
we interview 10 candidates, 3 of them are high qualify and their interview went ideals.

Appendix 9 Scenario – e-Commerce performance monitoring
Background to scenario
The BBQ fun board of directors and CEO have decided to implement an e-commerce strategy to maintain or increase market share and revenue and
satisfy customer needs in line with company strategic directions.
Under the strategy, BBQ fun now offers all products in an online store. Stock is stored at no extra cost at existing stores. Customers cover delivery costs.
The BBQ fun website now has e-commerce functionality. The website has been redeveloped to incorporate this functionality in line with relevant technical
specifications after you consulted with specialist managers. Existing infrastructure, such as office and store configurations, has been adapted to the new
strategy. Additionally, assets such as delivery vehicles have been acquired. New staff has been recruited and existing staff retrained or informed of the e-
commerce strategy and associated operational and performance targets.
All resourcing should have been acquired and operations undertaken in accordance with relevant external standards, such as legislation and codes of
practice, and internal standards, such as organisational policies and procedures and performance targets.
It is now 1 January 2022. E-Commerce operations were expected to be underway by 1 October 2022.

Operations performance data for 2nd quarter
Date: 1 January 2022
Key performance indicators Comments
● Staff not familiar with product line, even after training.
● Staff do not understand CRM systems and ordering processes.
● Staff does not understand product line. Unable to locate information.
● Poor communication lines.
● No job aids or support from management.
● No ongoing performance management as per company policy.
● Low staff morale: complaints of back pain and distractions in environment.

1. Speed of service (online)
● Many customers abort interaction due to length of time for order completion.
a. Average time to completion: 20
minutes (Target: <10 minutes) ● Some extra time taken because of lack of skills and knowledge.
● Some time taken because of poor website maintenance and occasional downtime.
b. ● Driver team leader is exceptional motivator.
● Driver morale is high.
● Driver attendance of routine training and team briefings 100%.

c. ● Some lack of sales may be due to poor customer service.
● Sales may pick up as awareness of online option through marketing actions increases.
2. Budget: 10% overrun ● Cost overruns due to:

Ø wastage from order mistakes and over-stocking due to misuse of system
Ø overtime due to overly long customer interactions.
3. Timeline: 1 October implementation ● Implementation on track

Ø e-Commerce underway.
Key action Accomplishments Comments

● Redevelopment complete on
Well-done team!
1. Redevelop website and
acquire physical time and on budget.
resources ● Delivery trucks and forklifts
acquired and operational on
time.
● Recruitment completes on
Well-done team!
2. Recruit and train staff
time.
● Training completes on time.
Risk update

Risk Comments
Action needs to be taken immediately.

1.
The website is too complicate for customers

2.
Hard to find the people with the qualifications I need.

3.
Cost exceeding the budget.

4.
The sales dont reach the target

General comments
This is a critical time for the project. Action needs to be taken immediately to address staff performance and
impact on sales.
The following performance data is available for Lee Waters:
KRA Target KPI Result

Quality of online sales and 1% error rate % Of informational or 10%
service order mistakes
Speed of service (online) <10 minutes per interaction Average time to 20 minutes
completion
Financial $30,000 sales $ 20,000
Professional development Participate in 2 hours of sales training per month. Training hours 0 hours
Appendix 10: Monitoring Plan Template
Monitoring scope Milestone achievements and performance Dates for monitoring Resource required to Quarterly report to OGM
against targets monitor
Budget and financial
performance Cashflow&incomes Every fornigtly and monthly Cashflow statementIncome statement
Store manager
Website maintenance Maintenance support is reported to innovative tech. and maintenance support is provide.
On going Maintenance log Innovative technologies
Productivity performance complaints, refund, returns On going Customer feedbackFinancial report HR
Employee performance complaints, refund, returns On going Customer feedbackFinancial report HR

Performance of online staff and lodgment of records to HR manager:
Performance review will be conducted twice a year ( semester) and new records will share to the team to see the improvements.

Appendix 11: Operational Status Report
Analysis of performance and Operational Status report:
Analize reports of cashflow every certain time (montly, every 3 months, etc), to analize how the budget and sales are going.

Appendix 12: Coaching plan template
Coaching Plan
Employee: Coach/manager: Date of
Nicolas Larrarte Kim Session: 31/07/22
Questions
Goal Do you know your KPI?Are the company target clear for you?
Reality How your performance is progressing now?Do you think you can improve more your performance?
Options Would you like to have a flexible schedule to start your job? Or asking if they want to work at home?
Will Are you committed to start early? Would this option make you feel happier and then work more efficient?
Appendix 13: Performance management plan template

Name: LEE water Manager: Review period:
References from Key Result area Indicator of success/ performance By when Status report
operational plan
Quality of online sales and services. 1% error rate we require more training 10/9 Red flag
speed of service no less < 10 mins futher training required 20/9 Red flag
Financial $30,000 better promotion strategies 30/9 Red flag

Total Payable:
Lee and staff needs further training and Signature

support from the :
Manager’s comments: management team to do perform better
Date:
We hope we get more training and Signature
support for all customer :
Staff member’s comments service team improve our productivity
Date
Appendix 14: Management Report

Management report:
● description of budgetary and financial performance

● description of productivity performance
● analysis of milestone achievement and performance against targets
● three recommendations for operational improvement
At first we are going to start hiring our physical resources, what would be 6 trucks, 6 froklift, necessary furniture, unifoms, etc. we have a budget of $330,000, we will also
hirewebsite developers and s contractor, we have a budget of $100,000 for this, the best option we could find after having a few quotations is innovative tech. as they bring us
better quality in all the possible points we need to reach in our website.
Furthermore when all our physical resources are ready we will hire 6 truck drivers and 4 online customer staff, we will collect resumes and start with the interview procces until
we find the rigth people, as we want to keep the standars of our business; while this is happening we are going to transfer 4 internal staff to work in the online customer
services,we will star all the training together, we designated an amount of 24,000 for training propose.
Moreover after everyone is ready to start working we realise a few risk, we decide to take inmediate action before it escalate to a bigger problems, we train staff again, we give
feedback to the employees and about the website problems we get in contact with an IT to help us to find a solution to make our website suitable for all our customers and
employees.
In addition to when all our physical resources are ready we will hire 6 truck drivers and 4 online customer staff, we will collect resumes and start with the interview procces until
we find the rigth people, as we want to keep the standars of our business; while this is happening we are going to transfer 4 internal staff to work in the online customer
services,we will star all the training together, we designated an amount of 24,000 for training propose.


Appendix 15: Recordkeeping checklist
Is the recordkeeping system: Yes/No
Designed to meet all organisational needs?

Yes
Integrated with and consistent with other management systems, Yes
policies and procedures?
Documented to allow employees to follow the system?

Yes
Designed to facilitate the training of personnel to create and store Yes
records?
Designed to facilitate converting records to new systems, such as Yes

paper-based to electronic or web-based systems?
Designed with standards for recordkeeping and monitoring Yes

performance?
Designed to comply with retention periods in accord with regulatory

environment? Yes
Copyright: Instructions in this tool have been developed by NTA and Altec College for sole purpose of use by Pass Global Pty Ltd t/a ALTEC
College. Any part of these assessment instructions cannot be reproduced in full or part for without approval of Altec College and NTA which holds
authorship right.


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Student Assessment Guide

SIT50416 : Diploma of Hospitality Management

SIT50416 | BSBMGT517- Manage Operational Plan

Student Assessment Guide | Version 1.1

Student Signature: Date: 6/07/22

ASSESSMENT RECEIVED BY Altec College Staff

================================= Tear Here ===========================

Assessment Handed On:

Unit Code & Description: BSBMGT517- Manage Operational Plan

PASS GLOBAL PTY LTD t/a ALTEC COLLEGE Student

SIT50416 | BSBMGT517- Manage Operational Plan

Student Assessment Guide | Version 1.1

The assessment booklet contains two (2) parts:

• Application of the unit of competency

SIT50416 | BSBMGT517- Manage Operational Plan

Student Assessment Guide | Version 1.1

SIT50416 | BSBMGT517- Manage Operational Plan

Student Assessment Guide | Version 1.1

2. Plan and manage resource acquisition.

3. Monitor and review operational performance.

Evidence of the ability to:

SIT50416 | BSBMGT517- Manage Operational Plan

Student Assessment Guide | Version 1.1

• describe models and methods for operational plans

Context and conditions for assessments:

• Computers with access to internet and printers.

There is no provision for clustering of assessments in this unit.

SIT50416 | BSBMGT517- Manage Operational Plan

Student Assessment Guide | Version 1.1

Assessment Assessment Description Due Date Location of

Assessment This assessment includes a series of questions Needs to be

Assessment This assessment task is short answer question Needs to be

Assessment In this assessment you are required to develop Needs to be

Outline of evidence to be collected:

SIT50416 | BSBMGT517- Manage Operational Plan

Student Assessment Guide | Version 1.1

• Completed Expenditure payment approval form.

Administration, recording and reporting requirements:

The assessments are intended to be equitable, fair and flexible.

SIT50416 | BSBMGT517- Manage Operational Plan

Student Assessment Guide | Version 1.1

Recording an assessment result:

For assessment task:

Student Assessment Guide | Version 1.1

Reasonable adjustments and special learning needs:

Any adjustments made must:

a. Be discussed, agreed and documented in the assessment record

SIT50416 | BSBMGT517- Manage Operational Plan

Student Assessment Guide | Version 1.1

Plagiarism, cheating and assessment dishonesty:

SIT50416 | BSBMGT517- Manage Operational Plan

Student Assessment Guide | Version 1.1

SIT50416 | BSBMGT517- Manage Operational Plan

Student Assessment Guide | Version 1.1

Google check for plagiarism o Yes oNo

SIT50416 | BSBMGT517- Manage Operational Plan

Student Assessment Guide | Version 1.1

• Computer with internet connection to refer to various resources.

Instructions for students:

Planning the assessment

• Recommended date for assessment: [Trainer to provide]

SIT50416 | BSBMGT517- Manage Operational Plan

Student Assessment Guide | Version 1.1