BSBOPS502 Portfolio

BSBOPS502 Manage Business Operational plans
PROJECT
PORTFOLIO
STUDENT VERSION
BSBOPS502
MANAGE BUSINESS
OPERATIONAL PLANS
First published 2021
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© RTO Works 2021 Template V 22 Jul 2022
Contents
Section 1: Planning for an operational plan 6
Section 2: Developing an operational plan 11
Section 3: Managing operational performance 19
Assessment
Student Declaration
To be filled out and submitted with assessment responses
✓ I declare that this task is all my own work and I have not cheated or plagiarised the work or
colluded with any other student(s).
✓ I understand that if I am found to have plagiarised, cheated or colluded, action will be taken
against me according to the process explained to me.
✓ I have correctly referenced all resources and reference texts throughout these assessment
tasks.
Student name GILSON MACHADO DE ARAUJO
Student ID number 6029
Student signature
Date 11/09/2022
Assessor declaration
✓ I hereby certify that this student has been assessed by me and that the assessment has been
carried out according to the required assessment procedures.
Assessor name Mr. Saddam KHAN
Assessor signature
Date
Assessment outcome S NS DNS Resubmission Y N
Feedback
Student result response
My performance in this assessment task has been discussed and explained to me.
I would like to appeal this assessment decision.
Student signature
Date 11/09/2022
Student name: GILSON MACHADO DE ARAUJO - 6029
Assessor:
Date: 27/08/2022
Businessthis assessment is WORLDEDUCATION

based on:
Documentation reviewed as PORTFOLIO

preparation:
Section 1: Planning for an operational plan
About the organisation Founded in 2016, Worlducationis a social startup that manufactures
tablet computers for primary school students. Our focus is not only on
Provide an overview of the
the hardware, but also creating software, content and activities to
organisation and
better engage and educate primary school students.
product/services/programs.
Worlducation aims to change the way children learn at school by
Describe the key functions
implementing artificial intelligence technology that can follow up on
and activities of the work
each child’s progress and adjust to their needs as they learn, creating
area you will develop an
the optimal path learning experience. Worlducation envisions a world in
operational plan for.
which every child learns how to read and write – a world without
Briefly describe at least two
illiteracy.
objectives outlined in the
strategic plan (if there is no
strategic plan for your We then connect the classrooms together so that they can grow and
business, develop two collaborate throughout their learning cycle.
objectives for your work
To be the change and facilitate a world without illiteracy by changing
area or business).
the way children learn at school and the number of schools that have
Describe your job role. access to technology.
Explain how your job role

contributes to the broader
goals of the business or
work area.
Source information Business Manager
Identify stakeholders who CEO

will contribute to the
General manager
operational plan and
The Chairman,
provide relevant approvals:
Chief Executive Officer,
• Who are they
(consider escalation, Chief Financial Office
specialist resource
Marketing managers
manager, colleague,
client)? Sales managers
• What contribution will This privacy policy outlines how Worlducationprotects and handles
they make? personal information in accordance with its obligations under the
National Privacy Principles (APPs) contained in the Privacy Act 1988
• What will they approve
(if relevant)?
Identify and summarise any This policy provides guidelines for the issue and use of business credit
legislation relevant to the cards.
operational plan you The business credit card can only be used for travel, authorised
develop. entertainment and purchases of small value expenses or equipment up
Identify and summarise any to the value of $500.
organisational policies and The business credit card is not to be used for personal expenses.
procedures relevant to the
All holders of business credit cards are required to reconcile the
operational plan you
monthly credit card statement to the expense form
develop. (Attach proof to
this section of your
portfolio).
Summarise the financial

information (e.g. budget
and forecast) that will
inform spending and
(attach proof to this section
of your portfolio).
Identify potential activities 1. Activities relate to the first objective

include:
Whatpotential activities are
required to address the • Activity 1: Create an online advert for the new product (quoted
objectives (at least three price of $25000)
per objective)?
• Activity 2: Arrange a live demonstration for existing customers
What are yoursuggested
• Activity 3: Create rewards program to reward school based on
time frames for each
number of downloads
activity?
2. Activities related to the second
Who will be responsible for
objective include:
the completion of each
activity? • Activity 1: Train sales staff to use new product
• Activity 2: Organise school visits
• Activity 3: Sponsorship program to develop personal relationships
between less fortunate children and sales staff
Establish potential human interview

resource requirements
Internet
For each potential activity
Social media
in the operational plan, list
The policy and procedure of those potential human resource will
the human resources
contribute for the growing the company, so that will make our
required (at least one new
employees more qualifying
human resource should be
required).
For each human resource:
• research and
summarise information
on resource options
and how the resource
may be sourced (e.g.
can internal staff do
the job, are
consultants required
etc.?).
• analyse options and

choose one.
• explain how the

resource will be
recruited and inducted
following policy and
procedure.
• explain any financial

implications (e.g.
approval required,
amount to be
budgeted for etc.).
• explain any Intellectual

Property (IP)
requirements, rights
and responsibilities
linked to the resource.
Establish potential physical Computer

resource requirements
Boardlroom
Use the information from
Etelevison
your research and
Projector
knowledge of your work
area. Lights
For each potential activity

in the operational plan, list
the physical resources
required (identify at least
one).
For each physical resource:
• research and
summarise information
on resource
alternatives (e.g. RPA
vs human input)
• analyse options and

choose best one
• explain how the

resource will be
obtained/purchased
following policy and
procedures
• explain any financial

implications (e.g.
approval required,
amount to be
budgeted for etc.)
• explain any Intellectual

Property (IP)
requirements, rights
and responsibilities
linked to the resource
(other than those
already considered).
Establish potential KPIs Hiring new employees is linked to the company's

For each activity, establish functioning and how it works, so the KPI is one of
measurable KPIs.
the important tools in the recruitment of
Show how you approached
professionals that the company needs. interviews,
establishing the KPIs in a
mathematical way using behavioral classes and relationships with clients,
problem-solving.
How do the KPIs reflect

financial requirements?
List ways to monitor the

KPIs.
Identify data security issues

Personal information storage and security
Identify any data security
requirements or issues Internet security
associated with the Digital security

activities.
Attach: Proof of policies and procedures relevant to work area ☐

and/or operational plan
Proof of financial information and relevant calculations (e.g. ☐

budget, graphs)
Section 2: Developing an operational plan
Consult with others Which stakeholders did you consult with?
Summarise the outcomes of Subject matter experts

your meeting with relevant
Legal team
stakeholders:
Myself
• Which stakeholders did
Finance team
you consult with?
• Why were these stakeholders part of the consultation process?
• Why were these
stakeholders part of the Because the company’s consultation process is an opportunity to get
consultation process? information, as well as to educate company staff about the local
context in which a project will take place, to raise issues and
• Were any changes to
concerns, ask questions, and potentially help shape the project by
your suggested activities,
making subjections for the company to consider.
resources, timeframes,
KPIs and monitoring
processes requested?
• Were any changes to your suggested activities, resources,
Describe how you timeframes, KPIs and monitoring processes requested?
collaborated to achieve joint
Yes
outcomes.
How did you seek feedback,

advice and support?
If not already viewed in

person by your assessor,
attach proof of the
consultation to this section of
your portfolio.
Objective Activity/ Person Timeline Resources KPI Budget

responsible required
strategy to
for
achieve
completion
objective
Objective Activity Person When must Human and KPI to

selected from required to responsible the activity physical measure and
strategic plan realise for the be resources monitor
objective activity’s completed required to success of
successful by or during complete the activity
completion which activity
period is it
to be
completed
To be the • Ethical CEO To be well Good so the Budgets

change and principles led, high professional and
KPI is one
facilitate a performing, person outcomes
• Innovation
world without profitable of the
Computer
illiteracy by Collaboration. and important
Light
changing the accountable
tools in
way children . boardroom
learn at the
• Ensure
school and
that all recruitme
the number
financi nt of
of schools
al
that have professio
operati
access to
ons, nals that
technology.
perfor
the
mance
indicat
company
ors needs.
and
interviews
results
suppor
,
t the behaviour
strategi
al classes
c
and

strategy to
for
achieve
completion
objective
policie relationshi
s
ps with
clients,

strategy to
for
achieve
completion
objective
Develop a contingency plan.
Activity/strategy to Potential risks Planned Response

achieve objective
Activity required to Risk associated with How you will mitigate the risk
realise objective the activity
Create an The advertising

online advert consultant has issued
for the new the following
product invoices:
(quoted price
• Invoice for three
of $25000)
draft examples:
$10000
• Activity 2: • Invoice for video

Arrange a live production:
demonstration $15000
for existing
• .
customers
• Activity 3: Invoice for running

Create rewards the advert: $7000
program to
reward school
based on
number of
downloads
Approve plan CFO/CEO
Follow organisational policies BY email and meeting

and procedures to seek
approval for your operational
plan:
• Who will you seek

approval from?
• How will you seek

approval?
Attach proof of approval (e.g.

minutes of executive team
meeting, draft email) to this
section of the portfolio.
Document resource Requirements to get quote or adverts

requirements
Audience community interact
Document the resource
Comments
requirements (following
Feedback
organisational policy and
procedures).
Attach proof to this section of

the portfolio.
Explain plan to team

the portfolio (if not already
viewed in person by the
assessor).
Attach: Proof of stakeholder meeting (if relevant) ☐
Documented resource requirements ☐
Operational plan (if you did not use the provided table) ☐
Contingency plan (if you did not use the provided table) ☐
Proof of operational plan approval ☐
Explanation to team (if relevant) ☐
Section 3: Managing operational performance
Confirm human resource Conforming human resource acquisition by email about operational
acquisition plan for recruitment the company’s customers.
Confirm that any new staff

members required to complete
the activities in the operational
plan were recruited and
inducted according to the
organisation’s policies,
practices and procedures
(e.g.via email, face-to-face
conversation, survey etc.)

the portfolio.
Confirm physical resource Via email was possible

acquisition
Used physical computer
Confirm that any new physical
resources and services
required to complete the
activities in the operational
plan were acquired according
to the organisation’s policies,
practices and procedures (e.g.
via email, face-to-face
conversation, invoices, quotes
etc.)

the portfolio.
Incorporate Intellectual are valuable assets of the company and understanding how they
Property (IP) requirements work and how they are created is critical to knowing how to protect
them.
Take necessary steps to
ensure any IP requirements So that the company has the rights to requirements
(established in Section 1 of
your Project Portfolio) are
incorporated in the execution
of activities (e.g. memo to
staff, contractual agreement,
email to include it in induction
process etc.)

the portfolio.
Plan and implement monitoring “Targeted new customers per month”.
Choose one activity and its Within that the company can understand all about outcomes and
related KPI. performance
Establish a process that can

be used to monitor and
document performance of the
KPI (either using a flowchart or
words).
Implement the process (e.g. by

placing a poster in the office,
sending an email etc.)
Attach proof of your

implementation to this section
of your portfolio.
Assess progress
Assess and document the

progress of the activity you
selected to monitor in the
previous step(use the data
showing underperformance).
You may consider:
• Is it likely to be completed
within the timeframe set?
• Will it meet budget?
• Are any additional

resources required?
• Are any resources under-

performing (identify at
least one)?
Attach relevant data/proof of

progress to this section of your
portfolio.
Attach documented
performance to this section of
your portfolio.
Negotiate and approve Employees

variations
Training
Summarise the outcomes of
your negotiations with relevant
Timing is the better way for every staff can get training
stakeholders:
• Who was part of the

negotiation?
• What are reasons for

underperformance and
how can it be solved?
• What did you negotiate

(e.g. adjusted timeframe
to allow for additional
training)?
• How can you support the

resource going forward?
• Which variations were

approved?
Attach proof of your

negotiation to this section of
your portfolio (if not already
viewed in person by your
assessor).
Approve variations.
Gain approval from relevant

stakeholders for the negotiated
variation(s).

your portfolio (e.g. minutes of
executive team meeting, email
etc.).
Address underperformance
Confirm that support is

provided where necessary
according to policy and
procedures (e.g. email to
arrange training).
Attach proof of confirmed

support to this section of your
portfolio.
Attach: Proof to confirm recruitment and induction processes ☐
Proof to confirm physical resource acquisition processes ☐
Proof of incorporated IP requirements ☐
Proof of implementation of monitoring process ☐
Proof of data/progress (if relevant) ☐
Documented performance ☐
Proof of negotiation (if relevant) ☐
Proof of approval ☐
Proof to confirm additional support ☐

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BSBOPS502 Portfolio

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Copyright:

Available Formats

BSBOPS502 Manage Business Operational plans

First published 2021

0452 157 557

© 2021 RTO Works

Section 1: Planning for an operational plan 6

Section 2: Developing an operational plan 11

Section 3: Managing operational performance 19

Student name GILSON MACHADO DE ARAUJO

Student ID number 6029

Assessment outcome S NS DNS Resubmission Y N

Student name: GILSON MACHADO DE ARAUJO - 6029

Businessthis assessment is WORLDEDUCATION

Documentation reviewed as PORTFOLIO

Section 1: Planning for an operational plan

Explain how your job role

Source information Business Manager

Identify stakeholders who CEO

client)? Sales managers

Summarise the financial

Identify potential activities 1. Activities relate to the first objective

• Activity 2: Organise school visits

• Activity 3: Sponsorship program to develop personal relationships

between less fortunate children and sales staff

Establish potential human interview

For each human resource:

• analyse options and

• explain how the

• explain any financial

• explain any Intellectual

Establish potential physical Computer

For each potential activity

For each physical resource:

• analyse options and

• explain how the

• explain any financial

budgeted for etc.)

• explain any Intellectual

Establish potential KPIs Hiring new employees is linked to the company's

How do the KPIs reflect

List ways to monitor the

Identify data security issues

associated with the Digital security

Attach: Proof of policies and procedures relevant to work area ☐

Proof of financial information and relevant calculations (e.g. ☐

Section 2: Developing an operational plan

Consult with others Which stakeholders did you consult with?

Summarise the outcomes of Subject matter experts

How did you seek feedback,

If not already viewed in

Objective Activity/ Person Timeline Resources KPI Budget

Objective Activity Person When must Human and KPI to

To be the • Ethical CEO To be well Good so the Budgets

Objective Activity/ Person Timeline Resources KPI Budget

Objective Activity/ Person Timeline Resources KPI Budget

Develop a contingency plan.

Activity/strategy to Potential risks Planned Response

Create an The advertising

• Activity 2: • Invoice for video

• Activity 3: Invoice for running

Approve plan CFO/CEO

Follow organisational policies BY email and meeting

• Who will you seek

• How will you seek