Professional Documents
Culture Documents
BSBOPS502
MANAGE BUSINESS
OPERATIONAL PLANS
This page should be on the front of your assignment and needs to be easily accessible.
Student ID Number:
Subject: Business
Course: LEADERSHIP
STUDENT DECLARATION
Contents
Final results record
Introduction 4
Assessment Task 1: Knowledge questions 5
Assessment Task 1: Checklist 10
Assessment Task 2: Project 11
Assessment Task 2: Checklist 18
Final results record 21
Introduction
The assessment tasks for BSBOPS502 Manage business operational plans are outlined in the
assessment plan below. These tasks have been designed to help you demonstrate the skills and
knowledge that you have learnt during your course.
Please ensure that you read the instructions provided with these tasks carefully. You should also
follow the advice provided in the Business Works Student User Guide. The Student User Guide
provides important information for you relating to completing assessment successfully.
Assessment Task 1: Knowledge questions – You must answer all questions correctly.
Assessment Task 2: Project – You must work through a range of activities and complete a
project portfolio.
review the advice to students regarding answering knowledge questions in the Business
Works Student User Guide
comply with the due date for assessment which your assessor will provide
i Assessment information
Information about how you should complete this assessment can be found in Appendix
A of the Business Works Student User Guide. Refer to the appendix for information on:
Note: You must complete and submit an assessment cover sheet with your work. A
template is provided in Appendix C of the Student User Guide. However, if your RTO
has provided you with an assessment cover sheet, please ensure that you use that.
Questions
Provide answers to all of the questions below:
1. Explain:
Ans: Purpose:
Content:
Vision and Mission: Briefly state the overall aspirations and purpose of the organization.
Goals: Clearly define Specific, Measurable, Achievable, Relevant and Time-Bound (SMART)
goals for the planning period.
Activities: Break down strategies into individual tasks with clear deadlines and assigned
responsibilities.
Resources: Determine the required personnel, equipment, budget and other resources.
Ultimately, it helps the organization achieve the desired results more effectively.
Ans: Purpose:
It prepares the organization for unexpected events that could disrupt operations.
Content:
Risk identification: A list of potential threats and an assessment of their likelihood and impact.
Resource Allocation: Determine the resources needed for each response strategy.
Review and Update: Regularly evaluate and update the contingency plan based on changing
circumstances.
2. Explain the difference between an operational plan modelled on the organisation as a whole
and one that has been modelled to suit a specific organisational goal or department.
Ans: Here's a breakdown of the key differences between an operational plan modelled for the
entire organization and a plan focused on a specific objective or department:
Range:
Organizational Plan: Covers the entire organization, includes all departments and their interrelated
activities. It is in line with the overall strategic plan and vision.
Goals:
Organizational Plan: Addresses overarching goals for the entire organization, such as increasing
revenue, market share, or customer satisfaction.
Department Plan: Focuses on specific, measurable goals relevant to the department or goal, such
as launching a new product, improving customer service metrics, or reducing production costs.
Detail:
Organizational Plan: Provides a high-level overview of key initiatives and resource allocation
across departments.
Departmental Plan: Goes into greater detail about specific tasks, schedules, budgets, and
resources needed to achieve departmental goals or objectives.
Ownership:
Organizational Plan: Developed and owned by senior management with input from various
departments.
Department Plan: Developed and owned by department heads or goal leaders, in accordance with
the organization's plan.
Time window:
Organizational Plan: Usually covers a longer time frame, such as 1-3 years, due to its broader
scope.
Departmental Plan: May have a shorter time frame depending on the specific goal or project,
ranging from a few months to a year.
Ans: Here are some typical methods for creating an operational plan:
Review the organization's strategic plan: Align your operational plan with the overall goals and
objectives outlined in the strategic plan.
Conduct a SWOT analysis: Identify the organization's strengths and weaknesses, opportunities and
threats to inform your plan.
Use a SMART framework: Set goals that are specific, measurable, achievable, relevant and time-
bound.
Break down goals into smaller, actionable steps: This will make your plan more manageable and
easier to follow.
Identify the personnel, equipment, budget, and other resources needed to achieve your goals.
Consider possible risks and develop contingency plans: Address potential challenges and have
alternative solutions ready.
Use project management tools such as Gantt charts to visualize the schedule.
Share your draft plan with stakeholders for feedback and approval.
Communicate the plan clearly and concisely to all involved team members.
4. Complete the table below to describe information sources necessary to develop and present
operational plans. The first row has been completed as an example for you to follow.
Legislation and They are stakeholders in any risk All employees, contractors,
regulatory authorities management process. suppliers, clients
6. Complete the table below to describe the requirements for resources included in operational
plans:
Space
Planning process
Selection process
Administration Process
Closing Process
Financial Those resources are the part What workplace documents provides
of an organisation's assets information about financial resources?
that covers all the financial (describe at least one):
funds of the organisation. For
An income statement provides information
example, Bank Loan
about financial resources. It enables the
Stakeholder’s Capital
revenue and expenses of the business, if
it’s going on profit or loss.
Ans: KPIs are quantifiable measurements used to track progress toward specific goals and
objectives. It serves several essential purposes in organizations:
1. Monitoring progress:
KPIs provide benchmarks to measure success and identify areas that need improvement.They help
answer questions like "Are we on track to achieve our goals?" and "Which aspects need more
attention?"
2. Equalization of efforts:
By linking individual tasks to broader goals through KPIs, employees understand how their work
contributes to the bigger picture. This promotes alignment and motivates teams to work toward
common goals.
By highlighting areas where performance deviates from expectations, KPIs guide resource
allocation and decision making. They help answer questions like "Where should we invest
resources?" and "What changes are needed to improve?"
Sharing KPIs promotes transparency within organizations. Clear communication of goals and
progress based on KPIs builds trust and engagement among stakeholders.
5. Continuous improvement:
Ans: Top-down approach: Starts with the strategic goals of the organization and moves down to
define relevant KPIs at various levels. This ensures alignment between individual, team and overall
goals.
Bottom-up approach: Begins by identifying key processes and activities at lower levels and then
links them to higher-level goals. This focuses on operational details and their contribution to larger
goals.
Balanced Scorecard Approach: Uses four perspectives (financial, customer, internal processes,
and learning and growth) to develop KPIs that provide a holistic view of organizational
performance.
9. Explain the procedure for documenting performance, including records that should be kept.
Ans: Effective performance documentation is crucial for both employees and organizations. It
provides a clear picture of individual and team contributions, supports feedback and development
and serves as a record for legal and disciplinary purposes. Here is a breakdown of the procedure
and basic records:
Start by clearly outlining performance expectations for each role. They should be SMART (Specific,
Measurable, Achievable, Relevant and Time-bound).
Work with staff to set individual goals in line with their roles and departmental goals. This promotes
ownership and commitment.
2. Continuous documentation:
Observations and Notes: Record specific observations of employee behaviour, successes, and
areas for improvement during the observation period. Be factual and objective, use data and
examples.
Feedback Conversations: Document key takeaways from regular feedback discussions, including
employee self-assessments, identified strengths and areas for improvement. Write down action
plans and agreed goals.
Metrics and data: Track relevant quantitative data such as sales numbers, project completion rates
or key performance indicators (KPIs) to objectively measure performance.
3. Formal review:
Conduct regular formal performance reviews (eg quarterly, annually) based on documented
observations, feedback and data.
Use standardized review forms that align with established expectations and goals. This ensures
consistency and fairness across the organization.
Capture the overall performance assessment, specific achievements and areas for development
and agreed development plans in the review document.
4. Record keeping:
Establish clear record retention policies based on legal and organizational requirements.
Performance reviews are usually kept for several years.
Provide secure storage and access control for sensitive employee information.
10. Provide a definition of a PCBU and outline their key responsibilities under WHS laws.
Ans: In the context of occupational health and safety (WHS) legislation, a person carrying on a
trade or business (PCBU) is any entity that carries on a trade or business, regardless of its size,
structure or profit motive. This broad definition encompasses a wide range of organizations,
including:
The definition of a PCBU includes essentially anyone engaged in a work activity. This means they
have specific duties under WHS laws to ensure the health and safety of everyone involved in their
work.
The specific duties of PCBUs may vary depending on the jurisdiction and the nature of their work,
but in general they must:
To ensure, as far as is reasonably practicable (SFAIRP), the health and safety of its workers at
work.
To ensure, SFAIRP, the health and safety of others who may be affected by their work activities,
such as visitors, contractors and members of the public.
2. Other obligations:
Provide and maintain a safe work environment. This includes providing safe tools and equipment,
proper training and appropriate supervision.
Identify and manage health and safety risks. This requires conducting risk assessments and
implementing control measures.
Consult with workers (and their representatives) on WHS matters. This includes their involvement
in health and safety decisions.
Report WHS incidents and injuries. This is essential for the investigation and prevention of future
events.
There is an additional duty on PCBU officers (eg directors, managers) to take reasonable steps to
ensure that the PCBU complies with its WHS obligations.
11. Outline the aim and scope of the Fair Work Act 2009.
12. Ans: The Fair Work Act 2009 (FW Act) is a landmark piece of legislation that forms the core of
Australia's national workplace relations framework. Its aim is multifaceted and includes:
Establishing minimum standards and conditions of employment: This ensures fair and
consistent treatment of employees across industries and occupations.
Ensuring compliance with international labor standards: This aligns Australian practices
with established principles for workers' rights and protections.
The scope of the FW Act is broad and covers a wide range of workplace matters, including:
National Minimum Wage and Remuneration: The Act sets out minimum wage rates for
employees subject to various remuneration or agreements.
Unfair Dismissal: Outlines specific reasons and processes for terminating an employee.
Flexibility and leave entitlements: The law regulates annual leave, personal leave, sick
leave, long-term leave and other forms of paid leave.
Fair Labor Practices: Prohibits various unfair practices such as discrimination, bullying, and
illegal deductions from wages.
Enterprise agreements: The Act provides a framework for employers and employees to
negotiate collective agreements at the workplace level.
Labor Action: Outlines rights and procedures for legal strike action and lockouts.
It is important to note that the Fair Work Act does not apply to all employees and workplaces.
There are some exceptions, such as public sector employees covered by separate legislation and
certain businesses operating solely within a state or territory.
Question 1
Question 2
Question 3
Question 4
Question 5
Question 6
Question 7
Question 8
Question 9
Question 10
Question 11
Assessor signature:
Assessor name:
Date:
review the advice to students regarding responding to written tasks in the Business Works
Student User Guide
comply with the due date for assessment which your assessor will provide
Assessment information
i
Information about how you should complete this assessment can be found in Appendix
A of the Business Works Student User Guide. Refer to the appendix for information on:
Note: You must complete and submit an assessment cover sheet with your work. A
template is provided in Appendix B of the Student User Guide. However, if your RTO
has provided you with an assessment cover sheet, please ensure that you use that.
Activities
Complete the following activities:
This project requires you to develop and manage an operational plan for one
business or work area by:
addressing underperformance.
Vocational education and training is all about gaining and developing practical skills
that are industry relevant and that can help you to succeed in your chosen career.
For this reason, we are giving you the choice to base this project on your own
business, one you work in or a familiar with, or you can use the case study
provided. This will mean that you are applying your knowledge and skills in a
relevant, practical and meaningful way to your own situation!
It is important that you are able to access enough information for your chosen
business in order to be able to do your assessment. As a minimum this should
include organisational policies and procedures related to operational plans. You
will also need data to review and assess operational progress in step 5.
You will need to communicate with people who work for, or are involved, in this
business or work area several times. Your communication may be either directly
with actual staff members or fellow students/your assessor can play the roles of
relevant people/parties. Communication can be in any appropriate format (e.g. face
to face, video conference, email) as long as it meets the requirements outlined in
the Project Portfolio.
You will be collecting evidence for this unit in a Project Portfolio. The steps you
need to take are outlined below.
2. Preparation
Make sure you are familiar with the organisation you are basing this assessment on
and have read through the necessary background information. For the case study
business, this is all of the documents included in the Simulation Pack.
If it’s your own business or a business where you are working or are familiar with,
have your business approved by your assessor and identify a work area to develop
an operational plan for.
If you are using the case study, you will assume the role of sales manager and
develop an operational plan for the approved business model “develop a cloud-
based solution”.
Complete Page 4 of your Project Portfolio for this unit.
Read through the requirements of Section 1, 2 and 3 of your Project Portfolio.
Make sure you have answered all questions in Section 1. Submit to your assessor
for review.
You are also required to attach certain documents as part of your evidence –
review the documents you need to attach as outlined in Section 1 of the Project
Portfolio and make sure you attach these upon submission.
You will use the work done in this section of the Portfolio to consult with others and
lead teamwork to develop an operational plan in the next activity. In preparation,
read through step 4.
Meet with at least two of the stakeholders you identified as part of Section 1 of your
Project Portfolio. One of the stakeholders must be a client.
Consult with stakeholders to agree on activities, resources, timeframes, KPIs and
monitoring processes.
i Approval can be sought in any way as long as you adhere to any organisational
communication and approval requirements.
question and answer session (each stakeholder has a copy of the operational
plan)
Explain your operational plan to relevant work team(s). Meet with at least one
stakeholder who is a co-worker and part of a team who will be responsible for an
activity in the operational plan.
take a leadership role in the meeting (e.g., start and conclude the meeting)
listen to others and comprehend what they’re saying (e.g., do not interrupt and
rephrase what has been said to confirm your understanding)
seek support (e.g., ask relevant questions such as “Are the operational
priorities clear?”)
use appropriate paralinguistic communication (e.g., appropriate body language
such as not folding your arms, supportive facial expressions such as frowning
or smiling, polite tone and professional pitch).
You will be assessed on this.
Make sure you have answered all questions in Section 2. Submit to your assessor
for review.
You are also required to attach certain documents as part of your evidence –
review the documents you need to attach as outlined in Section 2 of the Project
Portfolio and make sure you attach these upon submission.
invoices show that the advertising consultant has spent more than what was
budgeted for.
plan and implement the monitoring and documentation of the performance for
one activity.
Remember that negotiation means that you discuss something to reach a mutually
agreeable outcome.
This can either be viewed in person by your assessor or you may like to video
record the session for your assessor to watch later. Your assessor can provide you
with more details at this step. Make sure you follow the instructions below and meet
the timeframes allocated. If this session is not viewed in person by your assessor,
you will attach proof of the meeting to Section 3 of your Project Portfolio.
As part of this meeting, you are required to demonstrate your ability to:
take a leadership role in the meeting (e.g., start and conclude the meeting)
Make sure you have completed all sections of your Project Portfolio, answered all
questions, provided enough detail as indicated and proofread for spelling and
grammar as necessary. Remember to submit all necessary attachments as
indicated.
Completed
successfully? Comments
o stakeholders
o relevant legislation
according to organisational
requirements including:
o two objectives
Assessor signature:
Assessor name:
Date:
Student name:
Assessor name:
Date
Result
Feedback
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.