Reference no: EM132298620

Assessment Task 1: Develop an operational plan

Outcomes
Participate in three role-plays:
• consult with the Sales and Marketing Manager
• consult with the technology consultant
• present the resourcing proposal to Operations General Manager for approval?

Submit a planning portfolio that includes:
• a summary of the operational environment of BBQfun
• action plan
• performance indicators for operational and financial targets (new/amended operational plan)
• balanced scorecard for e-commerce customer service representative
• proposal for resourcing?

Performance objective

You will demonstrate skills and knowledge required to develop operational plans in consultation with key stakeholders.

Assessment description

In response to a simulated business scenario, you will research resource requirements and develop (or amend) an operational plan in consultation with relevant stakeholders. As a part of the development of your plan, you will set performance indicators, plan for contingencies, and obtain approval in accordance with organisational requirements.

Procedure

1. Read the BBQfun scenario information provided in Appendix 1 and the BBQfun simulated business documentation provided by your assessor.
2. Write a brief summary of the BBQfun operational environment that includes:
a. an outline of the legislative and regulatory context that is relevant to
BBQfun's operational plan (available on pages 20-22)
b. an outline of the BBQfun policies and procedures that directly relate to the operational plan
c. an explanation of the role of an operational plan in achieving the successful implementation of the e-commerce strategy

d. a discussion of your intention to either develop a new operational plan for BBQfun, or to amend the existing operational plan; support your discussion with reference to different methods and models for developing operational plans - such as methods for setting goals, outlining actions, identifying risk and monitoring performance.
3. Research resource requirements for implementation of e-commerce strategy.
4. Arrange with your assessor to participate in two resourcing consultation role-plays.
5. Participate in consultation role-plays with relevant personnel to determine resourcing needs. You will role-play with the:
a. Sales and Marketing Manager - prepare to discuss human resourcing requirements
b. Technology consultant - prepare to discuss physical resourcing requirements related to development of e-commerce website.
Note: During consultation, ask questions and encourage the personnel to provide information.
6. Develop an action plan for the implementation of the e-commerce strategy. In your plan include:
a. physical resourcing (all major steps for resourcing, including procurement of different types of resources, but not to the detail of including all procurement steps for each resource type)
b. human resourcing (all major steps, e.g. recruiting, training, communication)
c. timelines and milestones for implementing the e-commerce strategy
d. consultation and communication (ensure all affected staff are informed and engagement is encouraged for all stakeholders).
An example action plan template is provided in Appendix 2.
Ensure plans adhere to organisational requirements set out in the scenario and in relevant policies and procedures.
7. Develop performance indicators for operational and financial targets and amend or develop existing operational plans to include KPIs and financial targets related to e- commerce strategy. Develop a balanced scorecard for an e-commerce customer service representative including three KPIs and associated targets.
Note: The current budget and operational plan for BBQfun is located in Appendix 1. A balanced scorecard template is located in Appendix 3.
8. Identify at least three risks to the implementation of the operational plan and develop a contingency plan for each risk (you may use the contingency plan template provided in Appendix 4). Risks must include:
a. one risk due to employee underperformance
b. one risk related to management of intellectual property (IP)
c. one risk due to breach of health and safety compliance responsibilities.

9. Develop a proposal for resourcing to be presented for approval to the Operations General Manager. Include in your proposal:
a. description of proposed implementation of resourcing
b. breakdown of costs
c. benefits to organisation
d. a list of different approaches to developing key performance indicators
e. risks to organisation by not implementing
f. outline of identified risks and contingency planning
g. description of sources of information used to develop proposal (use internet research on technical aspects of e-commerce and importance to retailers; use consultation, use company financial projections).
10. In a third role-play, present proposal for approval by the Operations General Manager.
11. Submit a portfolio of your implementation documents as outlined in the specifications below. Keep copies of your work for use in Assessment Tasks 2 and 3 and for your own records.

Specifications

You must:
• participate in three role-plays:
? consult with the Sales and Marketing Manager
? consult with the technology consultant
? present the resourcing proposal for approval from the Operations General Manager
• submit a planning portfolio, including:
? a summary of the operational environment of BBQfun
? action plan
? performance indicators for operational and financial targets (in the new/amended operational plan)
? balanced scorecard for e-commerce customer service representative
? proposal for resourcing.

Your assessor will be looking for:
• reading and writing skills to use workplace information to write an operational plan that meets organisational requirements
• oral communication skills to present information in a clear and professional manner, listen and comprehend information and confirm understanding through questioning and active listening

• planning and organisational skills to take responsibility for developing and implementing a plan to achieve operational goals including resource needs, strategy development, sequencing activities, identification of risks and impact on operational performance and generating contingency plans
• interaction skills to communicate and empathise with stakeholders during consultation processes and collaborate to achieve business outcomes
• numeracy skills to work with an existing budget to allocate and manage financial resources
• knowledge of models and methods for operational plans
• knowledge of the relationship between an operational plan and organisational objectives
• knowledge of budgeting processes
• knowledge of legislation and regulations relevant to the operational plan of the organisation
• knowledge of intellectual property rights and responsibilities relevant to the operational plan
• knowledge of using KPIs to develop business objectives.

Assessment Task 2: Plan and manage resource acquisition

Performance objective

You will demonstrate skills and knowledge required to plan and manage resource acquisition.

Assessment description

In response to a simulated business scenario, and using work completed in Assessment Task 1, you will develop and implement strategies to ensure physical and human resourcing is carried out in accordance with organisational policies, practices and procedures and intellectual property (IP) provisions.

Procedure

1. Read the BBQfun simulated business information provided in Appendix 1 of this task and in the business documentation provided by your assessor (the same documentation provided in Assessment Task 1).
2. Plan and implement physical resourcing:
a. Review the physical resourcing activities in the action plan you developed in Assessment Task 1.
b. Elaborate on your plan by including all steps and strategies to acquire resources in accordance with organisational requirements.
c. Explain the risk management strategy needed to protect the organisation's IP
and/or ensure the organisation does not breach third-party IP.

3. Plan and implement human resourcing:
a. Review the human resourcing activities in the action plan you developed in Assessment Task 1.
b. Elaborate on your plan by including all steps and strategies to recruit people in accordance with organisational requirements.
c. Incorporate IP requirements for human resource acquisition to ensure trade secrets and confidential information is protected from theft, misuse and unauthorised distribution.
d. Prepare to interview two recruits by organising a role-play interview with each and preparing paperwork. You may wish to prepare using the interview planning template provided in Appendix 4.
e. Interview, assess and make recommendations on two potential recruits in accordance with your plan. You may use the templates provided or develop your own. You may want to use the assessment and evaluation template provided in Appendix 5.
4. Submit a portfolio of your implementation documents as outlined in the specifications below. Keep copies of your work for your records.

Specifications

You must:
• participate in two interview role-plays
• submit a portfolio including:
? action plans
? interview plan
? assessment and evaluation record with recommendations.

Your assessor will be looking for:
• reading and writing skills to access and use workplace information and to write a detailed resource acquisition plan using vocabulary, grammatical structures and conventions appropriate to the context.
• writing and numeracy skills to complete planning documentation
• planning and organisational skills to identify IP risks and take responsibility for implementing a physical and human resource acquisition plan to achieve operational goals
• communication skills to present information using clear and professional English, listen and comprehend information from interviewees and confirm understanding through questioning and active listening skills
• monitoring skills to identify the implications and requirements for protecting IP

• interaction skills to communicate and empathise with candidates during interview processes, facilitate one-on-one interviews and influence direction to achieve business outcomes
• knowledge of organisational resource acquisition policies, practices and procedures.

Assessment Task 3: Monitor and review operational performance

Performance objective

You will demonstrate skills and knowledge required to monitor and review operational performance.

Assessment description

In response to a simulated business scenario, and using work completed in Assessment Task 1, you will develop, monitor and review performance systems, analyse performance, identify areas of underperformance, take prompt remedial action and report on operational performance.
In accordance with contingency planning developed in Assessment Task 1, you will take prompt action to address employee underperformance. In a role-play, you will coach the employee in accordance with performance management systems.
You will then prepare and present, in a second role-play, a management report describing the performance system, performance results and recommendations for changes to operational plans. During the role-play, you will negotiate changes to operational plans and gain approval for recommendations from the Operations General Manager (the facilitator/assessor).

Procedure

1. Read the simulated BBQfun scenario information provided in Appendix 1 of
this task and in the business documentation provided by your assessor (the same documentation provided in Assessment Task 1).
2. Prepare a plan for monitoring performance from the start of implementation to the end of the financial year. You may use the action plan template (provided in Appendix 2) or create your own plan. Ensure you include plans for monitoring and/or documenting:
a. budgetary and financial performance
b. productivity performance
c. employee performance in line with performance management policy
d. milestone achievement and performance against targets
e. dates for monitoring activities in line with scenario
f. resources for monitoring
g. progress reporting at the end of each quarter to the Operations General Manager
h. regular performance management of online staff and lodgement of records with the HR Manager.
3. Identify areas of employee underperformance, determine possible remedial actions and prepare to performance manage underperforming employees. Refer to, follow, or adapt, existing contingency plan for underperforming employees (developed in Assessment Task 1).
4. Follow your contingency plan and the BBQfun performance management policy to coach and performance manage an underperforming employee. Arrange with your assessor to role-play the coaching session. You may wish to use the performance management plan template and coaching plan template (provided in Appendices 3 and 4 of this task) to prepare for the coaching session. Make sure you begin a coaching session with an explanation of your role as a coach in supporting the employee to meet BBQfun's organisational goals.
5. Analyse operational performance as described in scenario, and produce an operational plan status report based on the information provided in Appendix 1. You may wish to use the Operational Status Report template (provided in Appendix 5). You will also need to include in your report:
a. a description of budgetary and financial performance
b. a description of productivity performance
c. an analysis of milestone achievement and performance against targets
d. three recommendations for operational improvement.

6. Arrange a time to meet with your assessor to role-play the presentation of your report to the Operations General Manager and negotiate recommendations - involving, for example, changes to plans, changes to implementation of plans, changes to budget, etc. - and seek approval for the implementation of your recommendations.
7. Submit a portfolio of your implementation documents as outlined in the specifications below. Keep copies of your work for your records.

Specifications

You must:
• participate in two role-plays:
? coaching an underperforming employee
? presentation of report to Operations General Manager
• submit a portfolio that includes:
? a monitoring plan
? a contingency plan (amended from Assessment Task 1) for managing employee underperformance
? a coaching and performance management plan
? an operational plan status report, including:
- a description of budgetary and financial performance
- a description of productivity performance
- an analysis of milestone achievement and performance against targets
- three recommendations for operational improvement.

Your assessor will be looking for:
• reading and writing skills to access, interpret and use workplace information and to write a practical monitoring plan and management report
• oral communication skills to present information in a clear and professional manner to underperformers and management, listen and comprehend information and confirm understanding through questioning and active listening
• planning and organisational skills to take responsibility for monitoring an operational plan to determine performance against operational goals
• leadership skills to communicate with and motivate underperformers, facilitate performance management discussions and collaborate to achieve business outcomes
• numeracy skills to monitor expenditure of financial resources

• knowledge of models and methods for operational plans
• knowledge of the relationship between an operational plan and organisational objectives
• knowledge of budgeting processes.

Attachment:- Manage operational plan.rar