Reference no: EM133165229

BSBOPS502 Manage business operational plans

Project Assessment

This project will require you to manage business operational plans.
The project is divided into twoparts:
1. Establish an Operational Plan
2. Implement the Operational Plan
3. Monitor Operational Performance
Tasks and activities in this project assessment require you to have access to a workplace or a similar environment.

Establish an Operational Plan

Task Overview
This part of the project requires you to develop an operational plan and manage resource acquisition. Specifically, you are required to:
» Research, analyse and document resource requirements
» Develop operational plan in consultation with, and with approval from, relevant stakeholders
» Develop contingencies for operational plan
» Explain plan to relevant work teams

Resources Required:
To complete this project, you will need access to the following:
» A workplace that will allow you access to:
o Your Supervisor
o At least two clients
o At least two colleagues
o At least two specialist resource managers
A specialist resource manager is an experienced employee in charge of managing a specific resource required by a project (e.g. human resources manager, equipment resources manager)
o At least two work teams. Each team must be composed of at least three different individuals

o Organisational documents that include information on your organisation's business objectives
o Organisational document relevant to budget allocations for operational plans
o Organisational policy and procedures documents related to each of the following:
• Recruiting new employees
• Inducting new employees
• Purchasing physical resources
• Hiring services
o Sources of information for organisational practices related to each of the following:
• Recruiting new employees
• Inducting new employees
• Purchasing physical resources
• Hiring services
Organisational practices refer to actions taken within the organisation that are not explicitly indicated in policy and procedures documents. Sources for organisational practices may include:
a. Statements from colleagues
b. Actions of line managers
o Organisational templates, such as Meeting Minutes
o Opportunity to develop and manage an operational plan
» Legislation relevant to intellectual property
» Regulation relevant to intellectual property

Part 1 Case Study Overview

Brisbane Centre's Operational Plan
Bounce Fitness is a premier provider of fitness and wellness in Australia. The business offers innovative and varied classes to meet any of their clients' needs. It has several established Centres in Brisbane, Sydney and Melbourne with the head office located in Cairns.
You are the Centre Manager of Bounce Fitness Brisbane. It is part of your responsibilities to create an operational plan that the Centre will implement for the upcoming year.

You are instructed by the Head Office to focus on achieving the following objectives:
» Attract more senior citizen clients to Bounce Fitness through a pilot project running for six months
» Generate a 10% increase in net income through boosting gym membership sales by the end of the fiscal year
The Head Office expectsthe pilot project to include at least one personal training class and one group program. Due to its specialised nature, they have allocated a budget of $30,000.00 for the recruitment of two new fitness instructors throughout the pilot project. They are also providing the Centre with $5,000.00 for physical resources that must be purchased, such as new equipment for classes and advertisement tools. Another $5,000.00 is allocated for the hiring of services for the duration of the pilot project.
As they have invested a sizeable amount into the success of the project, they instruct you to provide fortnightly assessments of the operational plan's progress.

During the pilot project, Head Office expects the Centre to run into a number of problems. This includes common problems that a fitness centre tends to encounter, like equipment malfunctioning during use, and concerns related to the pilot project itself, such as senior citizens not understanding advertisements for the new classes. You are also instructed to prepare a contingency plan for these possibilities.
As the Centre Manager, you handle two work teams - the Human Resources Team and the Fitness Team.

The Human Resources Team is composed of the following members:
» Team Leader and Compliance Officer - Leads the team and ensures working issues and concerns adhere to legislation and other requirements
» Recruitment Officer - Advertises vacancies and screens potential employees
» Career Development Officer - Provides training opportunities for employees looking to improve their qualifications
The Fitness Team is composed of the following members:
» Team Leader and Fitness Instructor - Designs fitness classes, leads the team and handles advanced programs for clients
» Fitness Instructor 1 - Handles medium-difficult personal training and group programs
» Fitness Instructor 2 - Conducts beginner personal training and group programs
Each fitness instructor currently handles three of nine classes that the Centre has to offer. This is to maximise their productivity and ensure that all clients receive appropriate attention.
The typical day of a Bounce Fitness Brisbane's fitness instructor includes the following:
» Conducting at least one group program and two different personal training sessions
» Assisting new clients in completing Sign Up Sheets
» Ensuring online Bounce Fitness advertisements protect the image and reputation of the brand
» Reporting sales information to the Finance department
Employees also follow workplace practices that assist in the smooth operation of the business. For fitness instructors, this may include undergoing performance appraisals if they receive in-house training or prioritising purchasing from businesses within the local area. Meanwhile, human resources may choose to prioritise contacting candidates for a vacancy through email instead of the phone. They may also communicate the business' mission and vision to new employees during induction.

Task 1.1 Conduct Research for Operational Plan

1. Seek assistance from your Supervisor to identify an opportunity that would require you to develop and manage an operational plan for at least one business or work area.
Business or work area refers to parts of an organisation with employees who have similar skills and expertise (e.g. marketing, operations, sales)
2. Access workplace documents that include information on your organisation's business objectives.
Workplace documents may include, but are not limited to, the following:
» Business plans
» CEO reports
» Strategic plans
Identify two business objectives that you aim to achieve using the operational plan.
3. Accessthe Research Log template provided at the Bounce Fitness site.
4. Review your identified business objectives to assist you in researching for relevant information.
5. Researchinformation on the following requirementsthat will assist you in fulfilling the identified business objectives:
a. Resources required for the operational plan
The resources will be used in the operational plan to complete relevant action items. Resources includes the following:
» Human resources (e.g. employees)
» Physical resources (e.g. treadmills)
» Services (e.g. outsourced tasks)
b. Key Performance Indicators
This must cover the following:
» Productivity
» Profit
c. Monitoring Processes
d. Contingency Plans

You must provide at least two different sources of information for eachrequirement outlined above.Your sources of information for each topic must include at least one of each type of sources listed below:
a. Organisational documents
b. External sources
Ensure that your sources of information are reputable.
Reputable sources of information may include:
» Published journals
» Magazines
» Agency websites
Personal blogs, social media and the like are not acceptable answers.
For sources of information found online, you must include the link to the webpage or document. For published journals and magazines, you must cite the source in an APA format. For legislation, you must use the Australian Guide to Legal Citation (AGLC4).
For example:
Exercise Guidelines, Fitness Australia
1. Document the following information on your Research Log:
a. Sources of information accessed
b. Type of each source of information
c. Information gathered from each source
d. Analysis of how each information will assist in achieving the business objectives
2. The Research Log will be completed and submitted in a succeeding task.

To complete this assessment, follow the steps outlined in Task 1.1 and the additional steps listed below.
1. Access the following documents from the links below to assist you in completing this task:
» Highlights of CEO's Reportprovided at the Bounce Fitness link
» Brisbane Centre - Profit and Loss
» Brisbane Staffing
» Sales Journal Template
» Incident Reporting Procedure
2. Partially complete the Research Log template.
3. TheResearch Log will be completed and submitted in a succeeding task.

Task 1.2 Discuss Research for Operational Plan
1. To complete this task, you must discuss your research for the operational plan with a specialist resource manager. They will act as your human specialist source of information for the Research Log.
A specialist resource manager is an experienced employee in charge of managing a specific resource required by a project (e.g. human resources manager, equipment resources manager)
2. Review your partially completed Research Log from Task 1.1. This will assist you in preparing information to discuss with a specialist resource manager.
3. Arrange a consultation session with one specialist resource manager.
4. Conduct the consultation session with your specialist resource manager.
During the consultation, you must do the following:
a. Explain the business objectives that your operational plan aims to achieve
b. Discuss the following parts of your partially completed Research Log:
» Resource Requirements
» Key Performance Indicators
This must cover the following:
» Productivity
» Profit
» Monitoring Processes
» Contingency Plans
Discussion points may include, but are not limited to, the following:
» Checking if the analysis of information gathered is correct
» Discussing if the sources used are reliable
c. Seek recommendations for improvement
Gather documented evidence of your meeting with a specialist resource manager.
Examples of document evidence may include the following:
» Meeting Minutes
» Interview notes
» Video or audio recording

5. Complete the Research Logby documenting information gathered from the specialist resource manager.
Ensure to include the following information for each part of the Research Log:
a. Name of specialist resource manager
b. Type of source
c. Information gathered from the source
d. Analysis of how the information will assist in achieving the business objectives
6. Have your Supervisor sign the Supervisor/Assessor Declaration Form at the end of the Research Log template. Their signature must be handwritten.
7. Submit the following to your assessor:
» At least one evidence of your consultation session with your specialist resource manager
» Completed Research Log

Research Log Consultation
You must conduct research before drafting youroperational plan. This requires accessing reliable sources of information, including human specialists. To assist you in completing this task, your Supervisor instructs you to consult with the Project Controls Specialist to receive more input on your research.

Task 1.3 Draft the Operational Plan
1. Access the following to assist you in completing this task:
a. At least one workplace document relevant to the budget allocated for the Operational Plan
b. At least one workplace document relevant to existing strategies for each of the following:
» Recruiting employees
» Inducting employees
» Employee training and development
» Acquiring physical resources
» Acquiring services
» Protecting intellectual property when recruiting employees
» Protecting intellectual property when acquiring physical resources and services
» Making variations to operational plans
» Documenting operational performance
» Monitoring operational performance
c. At least one legislation relevant to Intellectual Property (IP)
Intellectual property refers to works, ideas, documents, etc that have commercial value and may be protected by law from imitation or infringement.
d. At least one regulation relevant to IP
e. The following documents provided at the Bounce Fitness site:
» Operational Plan template. This will be used to develop your Operational Plan.
» Strategies Checklist template. This will be used to confirm the existence of relevant strategies.
» Risk Rating Guide from the link below. This will be used to assist you in conducting a risk assessment for business risks.

1. Completethe Strategies Checklist.
a. Tick YES if your organisation has at least one existing strategy for each of the following areas:
» Recruiting Employees
» Inducting employees
» Employee training and development
» Acquiring physical resources and services
» Protecting intellectual property
» Making variations to operational plans
» Documenting performance
» Monitoring performance
Tick NO if otherwise.
b. For sections where you ticked YES, outline at least one strategyrelevant to the specific area.
2. Have your Supervisor sign off on your Strategies Checklist template. This is to ensure that the identified strategies are in line with the requirements of your organisation. Their signature must be handwritten.
You must secure confirmation from your Supervisor before you continue with this task.
3. Develop an initial draft of the Operational Plan.
Throughout the development of your Operational Plan, you must ensure that the information provided for specific sections correspond to information provided in the completed Research Log from Task 1.2.
Partially complete an Operational Plan initial draft by doing the following:
a. Part I. Resource Requirements
» Identify at least two of each of the following that are required for theimplementation of the Operational Plan:
o Human resources
o Physical resources
o Services
Ensure to indicate the budget allocated for each type of resource.

a. Part II. Performance Plans
» Productivity Plan
To complete this section, you must identify the following:
o At least one Key Performance Indicator (KPI) for productivity
This refers to the measurement of an individual or team's productivity (e.g. quality of work, timeframes for completion)
Ensure to write each KPI as SMART Goals.
SMART Goals refer to goals that are Specific, Measurable, Achievable, Realistic and Timely
o One Performance Target for each KPI
The Performance Target is a desired result for the operational plan based on the developed KPI.
o Expected date to reach Performance Target
o At least one team responsible for the Productivity Plan
You will require access to at least two work teams in later tasks.
o At least one action item for each Performance Target
o One person responsible for each action item
The person assigned to each action item must be a member of the team responsible for the plan.
o At least one resource required for each action item
o Expected implementation date for each action item
o Expected outcome for each action item
» Profit Plan
To complete this section, you must identify the following:
o At least one KPI for profit
This refers to the measurement of an individual or team's contribution to the organisation's profits (e.g. revenue, number of new contracts signed)
o One Performance Target for each KPI
o Expected date to reach the Performance Target

o At least one team responsible for the Productivity Plan
o At least one action item for each Performance Target
o One person responsible for each action item
The person assigned to each action item must be a member of the team responsible for the plan.
o At least one resource required for each action item
o Expected implementation date for each action item
o Expected outcome for each action item
You are to leave the ‘Actual Date' and ‘Actual Outcome' columns blank as these will be completed in a succeeding task.
a. Part III. Recruitment Plan
To complete this section:
» Identify the following:
o At least one action item for implementing the strategy
o One person responsible for each action item
o At least one resource required for each action item
o Expected implementation date for each action item
o Expected outcome for each action item
You are to leave the 'Actual Date' and 'Actual Outcome' columns blank as these willbe completed in a succeeding task.
» Develop a budget for the recruitment of the required human resources by identifying the following:
o Resources required
This must include all the required resources identified for each action item.
o For each resource required:
» Quantity
» Unit price
» Subtotal
o Total cost for all resources required
» Legal Requirements:
To complete this section, you must identify the following:
o At least one legislation accessed
o One IP responsibility from each legislation relevant to recruiting human resources
o At least one regulation accessed
o One IP right from each regulation relevant to recruiting human resources
a. Part IV. Employee Induction Plan
To complete this section, you must identify the following:
» At least one action item for implementing the strategy
» One person responsible for each action item
» Expected implementation date for each action item
» Expected outcome for each action item
You are to leave the ‘Actual Date' and ‘Actual Outcome' columns blank as these will be completed in a succeeding task.
b. Part V. Employee Development Plan
To complete this section, you must identify the following:
» At least one action item for implementing the strategy
» One person responsible for each action item
» At least one resource for implementing the strategy
» Expected implementation date for each action item
» Expected outcome for each action item
You are to leave the ‘Actual Date' and ‘Actual Outcome' columns blank as these will be completed in a succeeding task.
c. Part VI. Acquisition Plan
» Physical Resources
o To complete this section, you must identify the following:
» At least one action item for implementing the strategy
» One person responsible for each action item

» At least one resource required for each action item
» Expected implementation date for each action item
» Expected outcome for each action item
You are to leave the ‘Actual Date' and ‘Actual Outcome' columns blank as these will be completed in a succeeding task.
o Develop a budget for the acquisition of the required physical resources by identifying the following:
» Resources required
This must include all the required resources identified for each action item.
» For each resource required:
o Quantity
o Unit price
o Subtotal
» Total cost for all resources required
» Services
o To complete this section, you must identify the following:
» At least one action item for implementing the strategy
» One person responsible for each action item
» At least one resource required for each action item
» Expected implementation date for each action item
» Expected outcome for each action item
You are to leave the ‘Actual Date' and ‘Actual Outcome' columns blank as these will be completed in a succeeding task.
o Develop a budget for the acquisition of the required services by identifying the following:
» Resources required
This must include all the required resources identified for each action item.

» For each resource required:
o Quantity
o Unit price
o Subtotal
» Total cost for all resources required
o Legal Requirements:
To complete this section, you must identify the following:
» At least one legislation accessed
» One IP responsibility from each legislation relevant to acquiring physical resources and services
» At least one regulation accessed
» One IP right from each regulation relevant to acquiring physical resources and services
a. Part VII. Monitoring Plan
» Productivity Plan
Identify the following for each KPI identified under the Productivity Plan in Part II. Performance Plan
o One process for the ongoing monitoring of progress towards the KPI
o At least two steps/procedures for the process
o One document to access for monitoring
o A schedule for accessing the document for monitoring
This may include, but is not limited to, daily, weekly and monthly.
» Profit Plan
Identify the following for each KPI identified under the Profit Plan in Part II. Performance Plan
o One process for the ongoing monitoring of progress towards the KPI
o At least two steps/procedures for the process
o One document to access for monitoring
o A schedule for accessing the document for monitoring

a. Part VIII. Contingency Plans
Refer to the Risk Rating Guide to assist you in completing this part.
» Risk Assessment
o Identify at least two risks associated with the Operational Plan
Risk refers to the probability of problems or negative incidents that could keep the operational plan from achieving its objectives. This can include relevant legislation changing over time or necessary equipment breaking down.
o Conduct a risk assessment for each risk. Your risk assessment will be based on the Risk Rating Guide.
This must include the following:
» Likelihood of risk
» Impact of risk
» Risk rating
» Priority rating
o Identify one contingency strategy for each risk based on your risk assessment

» Contingency Strategies
Identify the followingfor each contingency strategy identified during your risk assessment:
o At least one action item for each strategy
o One person responsible for each action item
o The expected implementation date for each action item
o The expected outcome for each action item
You are to leave the ‘Actual Date' and ‘Actual Outcome' columns blank as these will be completed in a succeeding task.

a. Part IX. Schedule
Plot out the schedule for your Operational Plan by doing the following:
» List the phases for the Operational Plan
For example:
o Recruit new employees
o Purchase new physical resources
» Outline the timeframe for the plan
Fill in the cells in the table to show the expected dates to complete each phase identified
b. Part X. Version Control
» Record your initial draft as Version 1.0. Ensure to include the date you completed the initial draft.
» Have your Supervisor sign off the entry to confirm your initial draft. Their signature must be handwritten.
2. Have your Supervisor sign the Supervisor/Assessor Declaration at the end of the Operational Plan template. Their signature must be handwritten.
3. Submit the following to your assessor:
» Signed off Strategies Checklist
» Partially completed Operational Plan

Task 1.4 Finalise the Operational Plan
1. Consult with relevant stakeholders regarding the details of your Operational Plan.
2. Access the following to assist you in completing this task:
» Observation Formprovidedat the Bounce Fitness site. This outlines the skills you must demonstrate throughout each consultation session.Provide your assessor with the Observation Form for every consultation session.
» Your organisation's meeting minutes template.
You may use the Meeting Minutes templateprovided at the Bounce Fitness site if there is none available at your organisation.
3. Arrange at least one consultation session with at least six relevant stakeholders. This must include at least two of each of the following:
» Clients
» Colleagues
» Specialist resource managers
A specialist resource manager is an experienced employee in charge of managing a specific resource required by a project (e.g. human resources manager, equipment resources manager)
You may choose to conduct separate meetings with each stakeholder.Use one Meeting Minutes for each separate consultation.
4. Arrange a time for your assessor to observe you in conducting each consultation session.
If direct observation is not possible, video record the consultation session and submit the recording to your assessor. Ensure to obtain permission first from your stakeholders before doing so.
5. Conduct the consultation session with the stakeholders.
During each consultation, you must do the following:
a. Discuss the details of the following parts of your Operational Plan initial draft:
» Part I. Resource Requirements
Discussion must also include information from the Research Log from Task 1.2.
» Part II. Performance Plan
Discussion must also include information from the Research Log from Task 1.2.

» Part III. Recruitment Plan
» Part IV. Employee Induction Plan
» Part V. Employee Development Plan
» Part VI. Acquisition Plan
» Part VII. Monitoring Plan
Discussion must also include information from the Research Log from Task 1.2.
» Part VIII. Contingency Plan
Discussion must also include information from the Research Log from Task 1.2.
Discussion points may include, but are not limited to, the following:
» Discussing whether the strategies are appropriate for the plan
» Checking if the resources required will be enough to complete the action item
» Discussing if the schedule provided is achievable
a. Seek approval for your Operational Plan initial draft
Record the main points discussed in one Meeting Minutes template for each consultation session.
Have every participant of the meeting sign the ‘Attendees' section of your Meeting Minutes after the meeting. This is to confirm that the information provided reflects their discussion during the meeting.
Update Part X. Version Control of your Operational Plan by doing the following:
a. Provide a summary of your modifications
b. Record the approved Operational Plan as Version 1.1. Ensure to include the date you completed your modifications
c. Have your Supervisor sign off the entry to confirm your changes. Their signature must be handwritten.
2. Apply any changes to your Operational Plan as required. The changes you make must reflect the improvements discussed in the consultation sessions. Highlight all changes to your Operational Plan to make it clear which sections have been revised.
3. Submit the following to your assessor:
» ApprovedOperational Plan
» At least one completed Meeting Minutes

Task 1.5 Explain to Relevant Work Teams
1. Explain the Operational Plan to at least two relevant work teams-with each team composed of at least three members. Your explanation will include the requirements to be followed during the implementation of your Operational Plan.
2. Access the following to assist you in completing this task:
» At least two work teams
These must be the same work teams identified in your Operational Plan
» At least one organisational policy and procedures related to each of the following:
o Recruiting new employees
o Inducting new employees
o Purchasing physical resources
o Hiring services
» At least one source for organisational practices related to each of the following:
o Recruiting new employees
o Inducting new employees
o Purchasing physical resources
o Hiring services
Organisational practices refer to actions taken within the organisation that are not explicitly indicated in policy and procedures documents. Sources for organisational practices may include:
o Colleagues
o Signs around the workplace
» Your organisation's Meeting Minutes template
You can use the Meeting Minutes template provided at the Bounce Fitness site if there is none available at your organisation:
» The Implementation Requirements template provided at the Bounce Fitness site. This will be used to record the requirements that the implementation of your Operational Plan must adhere to.
1. Complete the Implementation Requirements.
Identify organisational requirements to adhere to for each of the following:
» Recruiting new employees
» Inducting new employees
» Purchasing physical resources
» Hiring services
Organisational requirements for each requirement outlined above must include at least one of each of the following:
a. Organisational policy and procedures
b. Organisational practice
2. Have your Supervisor sign off on your Implementation Requirements template. This is to ensure that the identified requirements are in line with the requirements of your organisation. Their signature must be handwritten.
You must secure confirmation from your Supervisor before you continue with this task.
3. Arrange separate meetings with at least two relevant work teams to discuss your Operational Plan.
4. Conduct your meeting with each of the work teams.
During each meeting, you must do the following:
a. Explain the following:
» Key Performance Indicators for the following:
o Productivity Plan
o Profit Plan
The KPI you will explain will depend on which plan the team is assigned to.
» Action items assigned to the team

» Target implementation date
» Target outcome
» Strategies outlined in your signed off Strategies Checklist
» Requirements outlined in your signed off Implementation Requirements
a. Instruct each team member on how they will carry out the action items assigned to them.
Instruction can include, but is not limited to, the following:
» Explaining how to induct new employees
» Discussing the procedures to follow when purchasing physical resources
Record the main points discussed in one Meeting Minutes template for each meeting conducted.
Have every participant of the meeting sign the ‘Attendees' section of your Meeting Minutes.
2. Submit thefollowing to your assessor:
» At least two Meeting Minutes
» Signed off Implementation Requirements