Assessment Tasks and Instructions

Student Name
Student Number
Course and Code
Unit(s) of Competency and Code(s) BSBMGT517 Manage operational plan
Stream/Cluster
Trainer/Assessor

Assessment for this Unit of Details

Competency/Cluster
Assessment 1 Short Answers
Assessment 2 Project 1
Assessment 3 Project 2
Assessment conducted in this instance: Assessment 1 2 3

Reasonable Adjustment
1. Has reasonable adjustment been applied to this assessment?
No No further information required

Yes Complete 2.
2. Provide details for the requirements and provisions for adjustment of assessment:

Student to complete
My assessor has discussed the adjustments with me
I agree to the adjustments applied to this assessment
Signature Date

2nd Assessor to complete

I agree the adjustments applied to this assessment are reasonable
Name
 Signature Date
Assessment Guidelines
What will be assessed
The purpose of this assessment is to assess you underpinning knowledge to complete the
tasks outlined in the elements and performance criteria for this unit of competency. 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.
Place/Location where assessment will be conducted and timeframes to complete
assessment

Resource Requirements
Pen, Paper or computer.

Instructions for assessment including WHS requirements

You are required to address all questions to achieve competence. Your trainer will provide
you with instructions for time frames and dates to complete this assessment.
Once completed, carefully read the responses you have provided and check for completeness.
Your trainer will provide you with feedback and the result you have achieved.

Statement of Authenticity
I acknowledge that I understand the requirements to complete the assessment tasks
The assessment process including the provisions for re-submitting and academic appeals
were explained to me and I understand these processes
I understand the consequences of plagiarism and confirm that this is my own work and I
have acknowledged or referenced all sources of information I have used for the purpose of
this assessment
Student Signature: Date: / /201
 Extension – Date: / /
This assessment: First Attempt 2nd Attempt

RESULT OF ASSESSMENT Satisfactory Not Yet Satisfactory

Feedback to Student:

Date / /
Assessor(s) Signature(s):
:
Date / /
Student Signature
:
Assessment 1

Your task: Answer the following questions. Each question must be completed.

Question 1: What is the purpose of operational plans? What are these based on?
The Operational Plan lays out in detail the roles and duties of each employee within the
organization as they relate to achieving the Strategic Plan's stated objectives and purposes.
The Operational Plan is a blueprint for putting the Strategic Plan's strategies into action.

Question 2: List 6 situations that will require an initial, or an adjustment to an existing,

operational plan.
1. Release of a fresh Product or Service

2. Regulatory shifts

3. Expanding and contracting businesses

4. Changes to existing systems

5. Market fluctuations

6. Fresh rivals

Question 3: List the key legislative requirements which must be considered in operational
plans across organisations operating in the Tourism, travel, hospitality and
event industries:

The key legislative requirements that must be considered are:

1. Operational hours
2. Introduce locations

Question 4: Give 2 examples of source documents which would help in researching staffing
 requirements for an operation.
1. What we actually want to achieve.

2. How exactly we want to achieve.

Question 5: Give 2 examples of source documents which would help in researching

production requirements for an operation.
1. Goal settings

2. Consulation

Question 6: Give 2 examples of source documents which would help in researching finance
requirements for an operation.
1. To invest in new ventures

2. Create a plan with a budget in mind.

Question 7: What are the principles of budgeting you will need to consider when
developing any operational plan? List 5 factors this would commonly include
(but not limited to):
Response:

Factors:

1. Cost for the labours

2. Cost of production
3. Cost of marketing
4. Profit measurement
5. Global Financial solution’s impact

Question8: List 4 stakeholders with whom you would discuss research and analysis of
resource requirements.
1. Internal stakeholders
2. External customers
3. Governing bodies
4. Project Management team

Question 9: Give 2 examples of source documents which would help in researching

resource (stock) requirements.
 1. Financial statements
2. Inventory records

Question 10: Which aspects relating to intellectual property must be considered when
planning projects as part of operational planning activities?

Projects involving intellectual property should be carefully planned as part of operational

planning processes. When developing a project, it's crucial to avoid infringing on someone
else's intellectual property rights.

Question 11: List 2 ways in which consultation with stakeholders may occur.
1. In-person meetings
2. Email survey

Question 12: How does developing KPIs help with the development of the operational
plan? List 2 options how KPIs can be set or determined.
Response: Key Performance Indicators (KPIs) are an indispensable part of any operational
plan because they establish a standard by which results can be evaluated.

Options:

1. Use SMART (Critical Success Factors) to establish a timeline for your key performance
indicators.
2. Compare your company's stats against those of your rivals and industry leaders to
establish meaningful KPIs.

Question 13: How will you plan a budget for a plan to deal with any unforseen incidents or
unforseen expenses? Which provisions can you employ to deal with cost blow
outs due to contractors not meeting their contractual schedules or obligations?
Risk management and business impact analysis should be planned in order to build a budget
to deal with those unforeseen catastrophes or expenses. In addition, it plays a crucial role in
the company's backup strategy. With the help of a well-thought-out risk management
strategy and analysis, a business may foresee possible threats, devise measures to mitigate
them, and bounce back quickly from setbacks. The corporation needs to set aside enough
money, time, and effort to create a risk management strategy and business impact study.
Having a strategy in place that complies with the law about maintaining a safe and healthy
workplace can lessen the likelihood of an occurrence that could have a negative impact on
your company.

Question 14: Give 3 examples of strategies you can use when developing contingency
plans.
1. Regular testing
2. Risk assessment
3. Business impact analysis

Question 15: Why must your operational plan be approved before being implemented?

Each department's or employee's specific responsibilities in helping the company realize its
strategic objectives are laid out in detail in the operational plan. To make sure it fits these
criteria and can be carried out with the available means, it must be authorized before being
put into action. Approval also guarantees that all relevant parties are on the same page and
aware of their duties. It's risky to move on without consensus, as it could lead to
miscommunication, inconsistency, and wasted effort.

Question 16: What needs to be considered when employing new staff or inducting staff
into new roles to meet organisational requirements? List 5 items you would
include in an induction pack.
Response:

In order to meet the needs of the business, it is necessary to hire new people or train current
employees to take on new responsibilities.

Inclusions:

1. An explanation of the company's background, goals, structure, values, and culture.

2. Workplace orientation and equipment installation.
3. A presentation of the company and its principal shareholders and employees.
4. Lists of rosters
5. Employee description of work including duties, skills, and positions.

Question 17: Give 3 examples of monitoring methods to ensure the work is proceeding on
time, within budget, and being conducted safely.
1. Managers and supervisors should be educated on green business practices.
2. The amount of trash recycled can be monitored with the use of technological
solutions.
3. Establish and analyze objectives for energy and trash disposal.
 Question 18: Give 2 examples of financial reports you can use to monitor profitability.
1. Profit and loss report
2. Balance sheet

Question 19: The first 3 steps in managing under-performance are:

The first 3 steps are

1. Identify the problem

2. Assess and analyse the problem
3. Meet with the employee to discuss the problem
What are the last 2 steps?
4. Agree on a solution

5. Monitor and review

Question 20: List 5 benefits to businesses of coaching and mentoring programs.
1. Enhanced productivity
2. Upgraded administrative abilities
3. Improved health
4. Enhanced Self-Assurance
5. Amplified personal insights

Question 21: Why is it important to notify managers and other upper level stakeholders as
soon as possible when variations are discovered? What would this need to
include accordingly?

Notifying managers and other high-level stakeholders as soon as feasible of observed

variances is crucial for allowing for adjustments to be made to the budget and operational
plan. It's up to you to come up with a new plan that won't cause the project's price tag to
balloon.

Question 22: Do operational plans cover the short to medium, or medium to long term
business goals?

The operational plans solely address intermediate and short-term objectives. It leaves out the
company's long-term objectives. The operational plan details the primary initiatives and
annual objectives that will be pursued by the organization. It establishes the parameters
within which the organization can function normally.
Question 23: Give 5 examples of alternative resource usage, efficiency and waste programs
you should investigate when creating your operational plan
1. Inventory management
2. Improving storage
3. Conserving energy
4. Conserving water
5. Resource efficiency