Leadership

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BSBMGT517 Manage operational plan Learner Workbook

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Table of Contents

Table of Contents 1

Candidate Details 2

Assessment – BSBMGT517 – Manage operational plan 2

Competency Record to be completed by Assessor 3

Activities 5

Activity 1A 5

Activity 1B 6

Activity 1C 7

Activity 1D 8

Activity 1E 9

Activity 1F 10

Activity 2A 11

Activity 2B 12

Activity 2C 13

Activity 3A 14

Activity 3B 15

Activity 3C 16

Activity 3D 17

Activity 3E 18

Activity 3F 19

Skills and Knowledge Activity 20

Major Activity 21

Candidate Details

Assessment – BSBMGT517 – Manage operational plan

Please complete the following activities and hand in to your trainer for marking. This forms part of your assessment for BSBMGT517: Manage operational plan.

Name: _____________Hussain Hazzazi ________________________________________________

Address: _______________316/100 Plenty Road Preston 3072 ______________________________________________

_____________________________________________________________

Email: ______________dreamday123123@hotmail.com_______________________________________________

Employer: ______________student _______________________________________________

Declaration

I declare that no part of this assessment has been copied from another person’s work with the exception of where I have listed or referenced documents or work and that no part of this assessment has been written for me by another person.

Signed: ____________________________________________________________

Date: 03/12/2019_________________

If activities have been completed as part of a small group or in pairs, details of the learners involved should be provided below:

This activity workbook has been completed by the following persons and we acknowledge that it was a fair team effort where everyone contributed equally to the work completed.We declare that no part of this assessment has been copied from another person’s work with the exception of where we have listed or referenced documents or work and that no part of this assessment has been written for us by another person.

Learner 1: ____________________________________________________________

Signed: ____________________________________________________________

Learner 2: ____________________________________________________________

Signed: ____________________________________________________________

Learner 3: ____________________________________________________________

Signed: ____________________________________________________________

Competency Record to be completed by Assessor

Learner Name: _Hussain Hazzazi ______________________

Date of Assessment: _23/01/2020________________

The learner has been assessed as competent in the elements and performance criteria and the evidence has been presented as:

Assessor Initials
AuthenticE.V.S
ValidE.V.S
ReliableE.V.S
CurrentE.V.S
SufficientE.V.S

Learner is deemed: COMPETENT NOT YET COMPETENT(Please circle)

If not yet competent, date for re-assessment: ____________________________________

Comments from Trainer / Assessor:

_24th January, 2020

Dear Hussain,

Well done so far with your unit 4 submission. I am sorry to advise you that you have a couple of things missing and I cannot mark you competent as yet.

Please see my feedback You are required to complete the skills and knowledge actiitiy and the major activity.

Please re-submit with the two missing activities included in this document.

Regards

Vicky Sanos

=NYC_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Assessor Signature: ____________________ Observation/Demonstration

Throughout this unit, you will be expected to show your competency of the elements through observations or demonstrations. Your instructor will have a list of demonstrations you must complete or tasks to be observed. The observations and demonstrations will be completed as well as the activities found in this workbook. An explanation of demonstrations and observations:

Demonstration is off-the-job

A demonstrationwill require:

Performing a skill or task that is asked of you

Undertakinga simulation exercise

Observation is on-the-job

The observation will usually require:

Performing a work based skill or task

Interaction with colleagues and/or customers

Your instructor will inform you of which one of the above they would like you to do. The demonstration/observation will cover one of the unit’s elements.

The observation/demonstration will take place either in the workplace or the training environment, depending on the task to be undertaken and whether it is an observation or demonstration. Your instructor will ensure you are provided with the correct equipment and/or materials to complete the task. They will also inform you of how long you have to complete the task.

You should be able to demonstrate you can:

1. Develop operational plan

2. Plan and manage resource acquisition

3. Monitor and review operational performance

You should also demonstrate the following skills:

· Reading

· Writing

· Oral Communication

· Numeracy

· Navigate the world of work

· Interact with others

· Get the work done

Activities

Use of effective operational plan can help to achieve suces for team. Operational plan refers to Activity 1A

Estimated Time30 Minutes
ObjectiveTo provide you with an opportunity to research, analyse and document resource requirements and develop an operational plan in consultation with relevant personnel, colleagues and specialist resource managers.
ActivityComplete the following individually or in a group (as applicable to the specific activity and the assessment environment):What is the operational plan?Use an example of how to be a successful team in your answer.Use of effective operational plan can help to achieve success for team. Operational plan refers to mapping out the strategies and processes through which the day to day base business activities can perform easily and the targeted goals can achieve appropriately.SatisfactoryRegards Vicky Sanos=SIf possible, consult with the relevant personnel in your organisation regarding an operational plan. Begin to develop the main aspects of an operational plan using the examples of how to be a successful team from your previous answer. Otherwise, work in a group to develop a hypothetical operational plan for a large corporation. You should consider:· The project lifespan, sustainability and exit strategyPut a pilot run to test the a new program and see if it is suitable.· Financial resource requirementsTo apply for finance from the department and to make sure fund are used for the purpose to improve the business operational plan and support it.· Human resource requirementsIf they need to employ new people new positions available because of the new pilot program.· Risk assessmentLook at the cost compare to the risk and benefit to the business in long term. Make sure it is strategic planned and use the SMART too.SatisfactoryRegards Vicky Sanos=S

Activity 1B

Estimated Time20 Minutes
ObjectiveTo provide you with the chance to develop and/or implement consultation processes as an integral part of the operational planning process.
ActivityComplete the following individually or in a group (as applicable to the specific activity and the assessment environment):List the ways in which you can communicate consultation processes. Give an example of a time that you may use each one.Management by Walking around and Management by Objectives are two important way through which executive management can be shared the data through shared data excel sheets and make them aware the employees about how they are working and have meetings to help develop plans and brainstorm can make effective plans regarding that.What is feedback used for in the consultation process?The output level of employee’s work and the relevant quality level will enable to give feedback or response about how efficiently they work or not. Feedback is positive and objective and it can be formal or informal to help support improvementsDevelop a newsletter which informs staff about the operational plan. Ensure there are opportunities for staff to respond.Dear all:It is to inform you that existing internal process system regarding information sharing has been improved and shifted towards Cloud base service. Through this ,the speed ,safety and efficiency of information transfer can improve up to great extent in performance of the business.Test pilot program will be first and you will all be part of the new program.Please let me know if you have any questions about this by replying to my email.RegardsHussainSatisfactory, for the above. Good work!Regards Vicky Sanos=S

Activity 1C

Estimated Time15 Minutes
ObjectiveTo provide you with an opportunity to ensure the operational plan includes key performance indicators to measure organisational performance.
ActivityComplete the following individually or in a group (as applicable to the specific activity and the assessment environment):What are the two key successful factors for a KPI?The KPI’s should be measurable and realistic. Through this, the chances of achieving the KPI’s go up.Write a KPI related to your position.Write the operational goal that you believe it is related to or provide a brief description of the role that you are writing a KPI for.Being a Sale Manager, my ultimate KPI’s are meeting the target of business applied sale volume and to reduce the business selling expense by 15%. Through such KPI’s my position and work base duties can easily identify.SatisfactoryRegards Vicky Sanos=S

Activity 1D

Estimated Time30 Minutes
ObjectiveTo provide you with an opportunity to develop and implement contingency plans for the operational plan.
ActivityComplete the following individually or in a group (as applicable to the specific activity and the assessment environment):What is a contingency plan?The alternative plan if plan B fails through which the level of any future event or incident can control or monitor by the business. Through such plan, the risk management activities of the business can improve.Satisfactory, good work!Regards Vicky Sanos=SBriefly explain each step of developing a contingency plan.To develop a contingency plan effectively ,the below mentioned steps should be follow:Step 1: Analyse the Risk of business.Step 2: Determine the effect of risk factors and their results.Step 3: Develop process for each risk factorStep 4: Identify required resources and make financial estimationsStep 5: Define the planStep 6:Share planStep 7: Implement and measure the result of planSatisfactory, good work!Regards Vicky Sanos=SThe operational plan outlined in Activity 1A has failed. Develop two contingency plans which could be used to alleviate the situation.Failure in adoption of Cloud base system will persuade the business to modify two below mentioned plans:Plan 1: Improve the level of technology and encryption level of information to improve flow of information and accuracy efficiency in business. This will require a cost of $125,000 and will take time of one month.Plan 2: To improve the flow of information in the business, the business can hire the services of a third IT base expert company with cost of $250,000 and with in time of 2 weeks.Satisfactory, this is important plan A and B, it is also be a good idea to consider staff who may be negative to such a new system to be implemented because they may not feel confident to use the systems and afraid that they may lose their jobs.Regards Vicky Sanos=S

Activity 1E

Estimated Time30 Minutes
ObjectiveTo provide you with an opportunity to ensure the development and presentation of proposals for resource requirements is supported by a variety of information sources and seek specialist advice as required.
ActivityComplete the following individually or in a group (as applicable to the specific activity and the assessment environment):Describe the steps to writing a winning business proposal in your own words.Firstly, the background of proposal should be stated in an effective manner through which the understanding, rationale and importance of the proposal can easily identify and meet the strategic goals.Secondly, the information which is present and relevant to proposal base question should state through which in depth understanding to be related to the first things most important to clearly state the goals and considerations to cost, staff being not confident and develop contingencies that can be made.Thirdly, the critical evaluation over the proposal should make to find out the effective solution and conclusions for the summary of benefits to the business.Fourth, in light of information and analysis made at third level, the findings of the proposal should make and a conclusion will draw.Satisfactory, good work!Regards Vicky Sanos=SWhen you write a proposal, why is it important to obtain specialist advice?Through obtaining the expert advices ,the proposal can be written in an effective manner which can increase the reader’s and audience understanding level up to great extent.Satisfactory, good work!Regards Vicky Sanos=SWhen you present the business proposal, what information should you include?Give examples of times when you may present information in different ways.The actual essence ,meaning and rationale behind preparation of proposal should be made clearly in write up of proposal. Such information should be made more than 1 time in first section of proposal in formal manner. Schedule formal meetings with presentations, graphs, data and list the future benefits to the organisation and in align with operational plan.SatisfactoryRegards Vicky Sanos=S

Activity 1F

Estimated Time30 Minutes
ObjectiveTo provide you with an opportunity to obtain approval for the plan from relevant parties and explain the plan to relevant work teams.
ActivityComplete the following individually or in a group (as applicable to the specific activity and the assessment environment):You should now attempt to gain approval for your operational plan from the relevant stakeholders in your organisation.To obtain approval ,it is necessary to plan and use the SMART tool to help present the actual findings ,essence and rationale of plan along with its positive effects over the business financial and operational performance in an effective way. Through which, they can understand the importance and benefits associated with the proposed project.SatisfactoryRegards Vicky Sanos=SWrite a smart goal for your job.Being a sale manager of business ,my smart goal is” To increase the sale volume of business by 15% on annual basis by decreasing business selling expenses up to 10% as well on annual basis.”SatisfactoryRegards Vicky Sanos=S

Activity 2A

Estimated Time20 Minutes
ObjectiveTo provide you with an opportunity to develop and implement strategies to ensure that employees are recruited and/or inducted within the organisation’s human resources management policies, practices and procedures.
ActivityComplete the following individually or in a group (as applicable to the specific activity and the assessment environment):Briefly explain the importance of the following terms in relation to recruitment:· Outsourcing versus the HR DepartmentThis refers either to hire employees by help of a third authority/person or to hire the business employees by the internal HR department of business.· CostsThe cost of advertisement ,conduct of interview and training as well.· The recruitment processThrough which the abilities of the business to advertise, receive the applicants, interview process, make the decision of new recruits by knowledge and information level of applicants for the vacant posts can examine and evaluate up to great extent.Your organisation is looking recruit an individual for a position which has become available within production. Develop a job specification which can be used to advertise the position and is in line with the organisation’s human resources management policies, practices and procedures.An Internal Auditor is Required:(i) He/She should hold minimum 5 years post education experience in any manufacturing business.(ii) Should hold a certified qualification in Audit & AccountancyIn depth market information & knowledge(iii) Will directly responsible to evaluate the entire internal organization process (particularly purchase and sale base process)(iv) Should play role in preparation of business financial statementsApplications accepted on the website link: www.itcompany.com by 3rd December, 2019SatisfactoryRegards Vicky Sanos=S

Activity 2B

Estimated Time40 Minutes
ObjectiveTo provide you with an opportunity to develop and implement strategies to ensure that physical resources and services are acquired in accordance with the organisation’s policies, practices and procedures.
ActivityComplete the following individually or in a group (as applicable to the specific activity and the assessment environment):What is a supplier relationship?It refers to those group or individuals which provide the entire required raw material which are highly critical for success of business.What impact has just in time and total quality management had on organisations in supplier relationships?Through JIT, a contract is made with suppliers and make them bound to deliver require raw material when ,where and I which quantity required. TQM refers to make several innovation & improvement to enhance quality level activities in business. Through this ,long lasting and trust worthy base relations can made among business and suppliers.Who are the internal suppliers?Internal suppliers are those who are the internal person of the business just like customers.Why is it important to consider the relationship costs when you build relationships with suppliers? What are relationship benefits?Through which, the commission paid by the business to suppliers and their supplies cost must evaluated with the quality and the delivery time provide by the suppliers. It quality and the delivery time is high and beneficial for business in contrast to what pay to suppliers, the business should keep the relation.You have been tasked with recommending a supplier for your organisation. What are some of the factors that will influence the choice of supplier?The credibility, trust worthy, prompt response and quality level hold by a suppliers are the key factors which effect the suppliers selection.Satisfactory for the above.Regards Vicky Sanos=S

Activity 2C

Estimated Time20 Minutes
ObjectiveTo provide you with an opportunity to recognise and incorporate requirements for intellectual property rights and responsibilities in recruitment and acquisition of resources and services
ActivityComplete the following individually or in a group (as applicable to the specific activity and the assessment environment):For your organisation, what resources and services have intellectual property rights and responsibilities attached to them? What measures do you need to take in order to prevent non-compliance with these?The production ,accounting and finance base activities are intellectual property which include business secrets and confidential information. There is intensive need to practice effective safety and security measures in this regard to protect such information and policies to follow. Training is also available to make sure all staff know the IP policies and compliant for legislation.SatisfactoryRegards Vicky Sanos=S

Activity 3A

Estimated Time20 Minutes
ObjectiveTo provide you with an opportunity to develop, monitor and review performance systems and processes to assess progress in achieving profit and productivity plans and targets.
ActivityComplete the following individually or in a group (as applicable to the specific activity and the assessment environment):You are required to monitor the performance of an employee new to the organisation. Develop a system which will enable you to monitor them over a four week period. Think about what measurements you will need to use to establish the employee’s progression.Use of Balance Scorecard system can be helpful in this regard. Through BSC, an effective performance measurement system can implement over the business financial ,customer ,internal process and employee’s base performance activities carried by the business. Through this ,the actual performance results can compare with the stated KPI’s in this regard to the operational plan. .SatisfactoryRegards Vicky Sanos=S

Activity 3B

Estimated Time40 Minutes
ObjectiveTo provide you with an opportunity to analyse and interpret budget and actual financial information to monitor and review profit and productivity performance.
ActivityComplete the following individually or in a group (as applicable to the specific activity and the assessment environment):Describe two factors that may impact upon how much budget is available to the organisation.The level of revenue generated by business and its operating expenses directly effect from new trends in the market and the inflow of money in the business and effect the business future financial projections of the economic climate as well.SatisfactoryRegards Vicky Sanos=SLocate your organisations financial information. Analyse the relationship between your profit and loss statement and the rate of sales over the past twelve months, and make two observations about the relationship.I am not able to use my business but I can use the public financial documents for a public company. What I will compare is why profit was fallen in the banks of Australia and this is because the people are not confident to buy and invest in homes because incomes have not gone up in past five years so banks profits reduced in 2018 compared to 2017Satisfactory, I can accept your answer.Regards Vicky Sanos=S

Activity 3C

Estimated Time20 Minutes
ObjectiveTo provide you with an opportunity to identify areas of under-performance, recommend solutions and take prompt action to rectify the situation.
ActivityComplete the following individually or in a group (as applicable to the specific activity and the assessment environment):You have identified that there are variations in production in your office/ production line in regards to quality. Draw a flow chart that your organisation uses to identify and correct a problem in quality. Do not forget to demonstrate what will happen if the suggested variation to strategy is rejected.StartPrepare tools and resources Communicate change need Customer NeedsTrial & measure Implement change(if no arise)Modify Yes/ No(if yes arise)Run the system endSatisfactoryRegards Vicky Sanos=S

Activity 3D

Estimated Time20 Minutes
ObjectiveTo provide you with an opportunity to plan and implement systems to ensure that mentoring and coaching are provided to support individuals and teams to effectively, economically and safely use resources.
ActivityComplete the following individually or in a group (as applicable to the specific activity and the assessment environment):A gap has been identified between accepted and desired performance problems.What steps do you recommend to support your team?Use of leadership team with in-depth analysis and evaluation process, the difference among performance level can identify and cope up as well. By identifying the problem solutions and its alternatives, the relevant effects of such alternatives over performance base problems can identify easily and relevant guidelines can made in this regard.SatisfactoryRegards Vicky Sanos=S

Activity 3E

Estimated Time30 Minutes
ObjectiveTo provide you with an opportunity to negotiate recommendations for variations to operational plans and gain approval from designated persons/groups.
ActivityComplete the following individually or in a group (as applicable to the specific activity and the assessment environment):Why is principle negotiation recommended over hard and soft negotiation?Win-Win negotiation is refer as one of most strong and powerful negotiation technique through which maximum benefit can arise or achieve for the both parties involved in communication process.SatisfactoryRegards Vicky Sanos=SYou want to implement a new piece of equipment into the workplace which will increase productivity. In pairs, act out a negotiation whereby a production manager must convince a member of senior management that the equipment will be profitable for the organisation.By highlighting the benefits or advantages associated with the purchase of new equipment must need to present in graph and trend manners through which the senior management can convince towards purchase of the new equipment.SatisfactoryRegards Vicky Sanos=S

Activity 3F

Estimated Time15 Minutes
ObjectiveTo provide you with an opportunity to develop and implement systems to ensure that procedures and records associated with documenting performance are managed in accordance with organisational requirements.
ActivityComplete the following individually or in a group (as applicable to the specific activity and the assessment environment):List the documentation that you will need to collect throughout the operational plan.The below mentioned documents are necessary during execution of operational plan:· Cash flow statement.· Operation lan· Contingency plans· Income statement.· Balance sheet.· Detailed financial projections.· Capital equipment list.· Résumés of key officers.· Letters of support, reference, or credibilitySatisfactoryRegards Vicky Sanos=SWhy is it important that the documentation from the previous answer is filed away once you have finished with them?Through this ,the filed document and its content can be used in future for guidelines and support.SatisfactoryRegards Vicky Sanos=S

Skills and Knowledge Activity

Estimated Time45 Minutes
ObjectiveTo provide you with an opportunity to demonstrate your knowledge of the foundation skills, knowledge evidence and performance evidence.
ActivityComplete the following individually and attach your completed work to your workbook.The answers to the following questions will enable you to demonstrate your knowledge of:· Reading· Writing· Oral Communication· Numeracy· Navigate the world of work· Interact with others· Get the work done· Models and methods for operational plans· The role of an operational plan in achieving the organisation’s objectives· Budgeting processes· Alternative approaches to developing key performance indicators to meet business objectives· Legislative and regulatory context relevant to the operational plan of the organisation· Organisation’s policies, practices and procedures that directly relate to the operational planAnswer each question in as much detail as possible, considering your organisational requirements for each one.All answers will vary depending on the learner and the organisation they work for but the learner should be able to answer each question competently.1. Identify an area/department/member(s) of staff in your organisation that requires improvement for any reason, for example to increase productivity, advances in technology have made it obsolete or colleague under-performance is affecting output.Write an organisational plan that details your proposal for the improvement that you are going to submit to the relevant management for consideration.You will need to include:· The lifespan, sustainability and exit strategy of the plan· Financial resource requirements· Human resource and other capacity requirements· Risk assessment and mitigation strategy· How you intend to implement it· How you intend to measure it (KPIs)

Major Activity

Estimated Time2 Hours
ObjectiveTo provide you with an opportunity to demonstrate your knowledge of the entire unit.
ActivityThis is a major activity – you should let the learners know whether they will complete it during class or in their own time.Completed answers should be attached to the workbook.They must individually, answer the following questions in full to show their competency of each element:1. Develop operational plan2. Plan and manage resource acquisition3. Monitor and review operational performance1. Complete the following and present it as a portfolio (attach it to the workbook):ProjectYou have been employed to develop a new department for the training and development of the administrative and sales team for your employer at a personnel recruitment company. Due to demand they have opened two offices, one in Melbourne and one in Adelaide. This expansion has led to a tight budget within the organisation for the fiscal year. You need to keep the budget at a minimal amount.The strategic goal that you have been asked to concentrate on is to increase sales by 8% by the end of 2011.Five staff in the administration department handle enquiries in regards to sales to the organisations that they provide with personnel (both permanent and temporary.There are ten recruitment personnel who have the primary responsibility to manage their case load and follow up leads for new opportunities.As a well established organisation, Excel Personnel is a family owned company that believes in gaining and retaining customers through customer service excellence. Though the company has managed to retain their long standing personnel, several of their newer clients have changed recruitment companies in the last six months. Concerned with the loss of clients and no trend in the customers’ move, the board of directors have decided to train their team on the latest customer service skills.For this project:· All plans, goals and recommendations must flow together to support the strategic plan· You may vary your plans, goals, strategies and recommendations as you progress through each part of this project. Put a line through the change and briefly outline why you made an update on the operational plan. This is a normal part of the development of a plan. As new information is introduced, you may decide to change your operational plan· This is a preliminary operational plan that you are drawing up, so use bullet points (unless advised by your trainer).You have been asked to develop an operational plan. In the report you must:· Clearly state the operational goals and how they are related to strategic plan· List resources and funds to meet these goals· Identify the relevant personnel that you should consult with in regards to the operational goals and the resultant action plans required to meet the operational goals· Include what communication methods you should use to maintain a record of the consultation process. Why?· Include what feedback processes you would recommend should be put in place· Include what KPIs you would recommend to measure organisational performance in regards to the training (Write at least two)· Create at least two contingency plans if the employees in both departments do not meet the KPIs.· Develop a business proposal (discuss this with your trainer and as a class using what you have learnt to develop and prioritise your strategies).· Draw a flow chart of the relevant parties who you should obtain approval from for this business proposal· You need to also briefly outline how you would recommend that staff have the plan communicated to them. Use at least one smart goal to measure the team members demonstrating an understanding of the proposal· The organisation has two external recruitment personnel who are contracted as a supplier by referring potential customers to Excel Personnel. They have both recently slowed down in referring customers to Excel Personnel. Briefly outline in bullet points how you would strengthen the supplier relationship with them· Based on your KPIs, smart goals, communication and feedback processes and the organisation’s operational plans, recommend what and how you will measure performance?· Develop one tool based on your recommendations. (This tool must reflect the goals)· How will you monitor financial information? What do you need to watch for when reviewing this information? Why?· Based on information that you have already received when you spoke to staff, there seems to be a mixture of performance and lack of skills with staff. Some of these problems stem from the department managers. How would you handle any under-performance issues in regards to these skills and the level of performance? In this answer, please refer to the factors that affect output and quality to justify a lack of skills and performance· There is a lack of openness and trust between the departments and this is having a negative impact on morale. Recommend ways in which you can overcome this· Draw a flow chart on the processes that you believe should be put in place for the approval of any variations to this plan (Include who you should consult with in this flow chart)· Using the documents that you have recommended in this project and developed, draw a flow chart on how the variation should be implemented after it has been approved.

MSA Training and Professional Development Phone: 03 9905 3180

Room 159, 21 Chancellors Walk Website: monashshortcourses.com

Monash University Clayton, Vic 3800

BSBMGT517 V3 24.01.19

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