Reference no: EM133172867

BSBMGT402 Implement operational plan

Assessment Task: Role Play

Assessment Requirement

1. Examine the scenario and supporting documents provided.

2. Task A - Arrange a time with your assessor to role-play coaching session.

3. Using performance data provided, monitor performance of individual.

4. Plan and conduct coaching session for individual employee. In your session, ensure you address performance, use of resources and safety. Ensure you conduct coaching in the context of the organisation's performance management system. Follow the performance management process outlined in policies and procedures with regard to:
a. performance plans
b. record-keeping (performance management plan).

5. Task B - Using the data provided, monitor warehouse performance and performance systems. Analyse financial data to monitor financial performance.

6. Using the results of your monitoring activities in step 5, develop 2-3 recommendations for improvement of operational plan or implementation of plan. Include:
a. reference to performance of management systems
b. reference to financial/ budgetary performance.
Note: Due to limited information available in simulated business scenario, recommendations may be provisional and depend on further investigation. For example, ‘COGS is outside of target range. Possible reasons for this issue are...possible courses of action to remedy the performance issue are...because...'

7. Submit all documents required in the deliverables to your assessor. Ensure you keep a copy of all work submitted for your records.

Instructions for assessor and student
The student will demonstrate the skills and knowledge required to monitor operational performance.
In response to the scenario provided, the candidate will implement a performance management system to monitor and manage the performance of an employee, including planning and role-playing a coaching session. The candidate will then monitor performance of systems and processes, including budgetary control. Finally, the candidate will prepare recommendations on the implementation of the operational plan, including recommendations for improvement.

Coaching role-play
• You are highly motivated in the areas of quality and completion times.
• You don't understand the performance management process and are not comfortable in that area. You'd love to take a management course.
• You believe the only important thing is meeting distribution targets (at any cost).
• You have no idea how your job has anything to do with head office plans for the whole business.
• You don't think managerial (input) KPIs are as important as output KPIs and so you concentrate on stressing outcomes with your team.
• You don't think formally addressing safety and training is important. You're not a babysitter. You have high expectations of yourself and you just expect everyone else to take measures to do things competently.

Planning the assessment
• Recommend date for assessment: After Session 3.
• Time required for assessment: 1-2 hours.
• The candidate must:
? role-play coaching session
? submit coaching plan
? submit performance management plan
? submit 2-3 recommendations on implementation of operational plan (as part of management report).
• Ensure you arrange a time to meet with candidate to role-play coaching session.

Scenario: StorPlus Pty Ltd
StorPlus consists of three large supermarket distribution warehouses, which supply over 50 small to medium sized independent supermarkets and convenience stores throughout southeast Queensland.
StorPlus warehouses trade 7 days from 5 am to 5 pm. Each warehouse comprises a customer car park, delivery dock, dispatch dock, warehouse dry goods area, frozen goods area, five checkouts and an office complex and staff room. The business wholesales supermarket lines including dry food products, chemical cleaners, refrigerated foods, fresh and frozen produce, cigarettes, alcohol, etc.
The business uses a computerised resource management, distribution and point-of-sale system to monitor and control stock levels at each of three warehouses (Brisbane, Gold Coast and Caboolture). The main warehouse in Brisbane has an attached office space that accommodates senior management and head office administration staff.
Each warehouse employs approximately 20-30 people. Typically, the workforce of each warehouse comprises the following:
• one warehouse business manager
• picking and packing team, including manual loaders and unloaders, forklift drivers, etc.
• distribution team, including drivers
• checkout team.
Each team has one team leader. Payroll and accounting functions are managed at the Brisbane head office.

Task A
It is the middle of the 2016/2017financial year, January 1. You are the warehouse business manager for the Caboolture warehouse. In order to implement operational plans, you will need to monitor the performance of team members with respect to those plans.
No performance reviews have been undertaken so far this financial year; therefore it is time to implement the six month review process as per the organisation's performance management process.

You will need to:
• complete a coaching plan and run a coaching session at the earliest possible time
• complete a performance management plan to be sent to head office.

Task B
It is the middle of the 2016/2017financial year, January 1. You will need to examine the performance of the warehouse with respect to operational/strategic plans in order to provide 2-3 recommendations. These recommendations will form part of the report the operations general manager will present to the CEO. Examine your own scorecard for the Caboolture warehouse performance as a whole:

The business is particularly concerned about the cost of stock and wage expense affecting profitability.
You are required to develop 2-3 recommendations for the operations general manager to include in their report. Because, there may be a number of possible explanations for the performance data, your recommendations may be provisional and depend on gathering further information.