Reference no: EM133029017

BSBOPS502 Manage business operational plans

Task 1

The questions focus on the knowledge evidence required for this unit of competency:

• stakeholders involved in development and management of operations plan including escalation points, colleagues and specialist resource managers
• key information sources for proposal development and presentation including resource requirement specialists
• consultation processes
• content of operational plans, including:
o procurement processes
o employee recruitment and induction strategies
o physical resource and service acquisition strategies
o key indicators of organisational performance
• budget and actual financial relating to profit and productivity
• methods for preparing operational plans and contingency plans
• role of an operational plan in achieving an organisation's objectives
• procedures and records associated with documenting performance
• approaches for developing key performance indicators to meet business objectives
• legislative and regulatory framework relating to the development and implementation of operational plan of the organisation, including:
o fair trading laws
o work health and safety
• organisational policies, practices and procedures that relate to the operational plan.

Question 1 Operational plans are key to achieve business success.

Questions
Describe two models and methods for operational planning. (30-50 words each)

Explain the role of an operational plan in achieving the organisation's objectives. (50-100 words)
List three alternative approaches to developing key performance indicators to meet business objectives.
Describe how you can prepare a contingency plan.
(40-80 words)
Discuss what stakeholders may be involved in the development and management of operational plans. Think about escalation points, colleagues with a particular set of skills, specialist resource managers, consultants, etc.

(80-120 words)
Identify and five (5) information sources for proposal development and presentation of an operational plan.

Outline the legislative and regulatory framework relating to the development and implementation of the organisation's operational plan. Include reference to fair trading laws and work health and safety in your answer.
(80-120 words)
Identify the typical organisational policies, practices and procedures that may relate to the operational plan.
(4-6)

Question 2

Discuss the importance of consultation in developing and implementing an operational plan. Include examples of consultation methods in your answer.

Question 3

Describe the content and purpose of the following inclusions of an operational plan.
Inclusions
Resource requirements
Key performance indicators
Monitoring processes
Contingency plans
Communication plan
Key assumptions and risks

Question 4

Describe the role of budget and actual financial relating to profit and productivity in an operational plan.

Question 5

Explain how to document operational performance. Include a procedure to report performance and types of records that could be used in your answer.

Assessment Task 2 - Develop an operational plan, plan and manage resource acquisition

Complete the following activities:

Task 2.1 Develop an operational plan

The trainer and assessor will allocate time in week 1 of class to conduct a meeting to brief the students on the scenario for assessment and the requirements of the operational plan.

The meeting will take place in a simulated work environment where the trainer and assessor will play the role of the Operations General Manager in the organisation. You will be a consultant hired to manage the operational planning activities related to implementing an e-commerce strategy for the company.

Note: the trainer and assessor will note your presence at the briefing. If you are absent from class, it is your responsibility to contact the trainer and assessor and arrange alternative arrangements.
This task requires you to:
• Attend a briefing with the OGM
• Develop briefing notes
• Develop an operational plan
• Develop contingency plans
• Develop a proposal for resourcing
• Consult with pertinent stakeholders
• Present and obtain approval for the operational plan, the contingency plans and the proposal for resourcing

2.1.1 Briefing notes

Take notes during the briefing.
Once, the briefing is over, review your notes and Appendix 1 and 2. Outline the following in the form of personal notes:
o What the operational plan is about
o How the operational plan supports the strategic direction of the company
o A list of the key parameters and requirements of the operational plan (3-5)
o Resourcing needs (human resources and physical resources) (5-10)
o A list of the organisational policies and procedures that are directly related to the operational plan (3-5)
o A list of the relevant legislation and legislation that are relevant to the operational plan to establish the legislative and regulatory context for your work (3-5)
o A brief consultation strategy to gather feedback and inputs on the operational plan (planning and implementation) from pertinent stakeholders (example: scheduled meetings, surveys, focus groups etc..)
(100-150 words)

B. Develop an operational plan for the e-commerce strategy

Develop the plan for 3-5 Key Result Areas (KRAs). Include:
• 1 goal/each result area
• 3-5 actions for each KRA
• 2-3 KPIs for each KRA
• 1-2 stakeholders associated with responsibilities for the KRA
• Timeline (date or range)
• Budget for each KRA (specify if the budget is in or out of the scope of the e-commerce strategy). If the budget is out of scope:
o Negotiate an increase in budget with the organisation; or
o Advise the organisation to deliver a concurrent operational project to achieve a specific KRA

Note: the budget allocated for the e-commerce strategy is $ 861,000.00. The organisation would like you to run this project under budget.

C. Contingency plan

Identify 2 risks to the implementation of the plan and develop a contingency plan (Template 2) for each risk. The risks must include:
• one risk due to employee underperformance
• one risk related to the management of the intellectual property (IP)
Use the templates provided below.
Note: the budget allocated for the contingency plan must be included in the overall budget for the planning and implementation of the e-commerce strategy.

E. Consultation

While creating the operational plan, contingency plans, and resourcing proposal, consult with relevant stakeholders such as the OGM.
Collaborate with other students playing the role of the Sales and Marketing Manager (SMM) and the Technology Consultant (TS) to peer review your work and gather insights from the perspective of pertinent stakeholders in the organisation.
Implement their feedback in the operational plan, the contingency plans and the proposal for resourcing.

F. Presentation

Liaise with the trainer and assessor and schedule time in week 3 of class to meet with the OGM, the SMM, the TC and the representative of the work teams that will be involved in implementing the e-commerce strategy.
Duration of the meeting: 30 minutes.
Before the meeting:
Have the operational plan, contingency plans, and resourcing proposal ready to be shared with the attendees. This could be done:
• Preparing printed copies of your work; or
• Projecting the documents on the screen using the facilities in the classroom or sharing the documents during a virtual meeting (liaise with the trainer and assessor)

During the meeting:
• Present and explain the operational plan, the contingency plans and the proposal for resourcing
• You may want to consider:
» Explaining resource requirements and justifying the proposal
» Information on cost items
» Benefits of implementing the plan to the organisation
» Possible risks of not implementing the plan
» Identified risks and contingency plans
» WHS concerns
» The consultation process that was followed and sources of information
» Implementation

Task 2.2 Plan and manage resource acquisition

Read Appendix 3 - Scenario BBQfun Resourcing and Appendix 2- Scenario BBQfun Documentation.
This task requires you to:
• Develop resource acquisition strategies
• Implement recruitment strategies
• Implement physical resources acquisition strategies

2.2.1 Develop resource acquisition strategies

Develop the following strategies:
• A recruitment strategy to make sure that new recruits are employed and inducted within the organisation's HR management policies, procedures and practices
• A strategy to acquire physical resources and services following organisational policies, practices and procedures
• Include requirements for IP rights and responsibilities in both strategies to ensure trade secrets and confidential information are protected from theft, misuse and unauthorised distribution

2.2.2 Implement the recruitment strategy

Interview a potential new recruit (online customer service and sale representative) according to organisational policies and procedures:
• Prepare to interview by organising a role-play to interview with the potential recruit played by a classmate and preparing paperwork.
• For the interview, schedule a suitable time with the trainer and assessor in week 4 of class. Duration of the interview: 15 minutes.

If you are absent from class, it is your responsibility to make alternative arrangements with the trainer and assessor.
Before the interview:
• Complete the interview preparation form - Template 5.

During the interview:
• Explain the role, responsibilities and accountabilities
• Outline expectations
• Describe the induction process for successful candidates

1. Complete the form below to prepare for the interview. The form follows the organisational policy and procedures for recruitment and induction.
2. Record the interview outcome.
3. Assume that the candidate is successful, and write an email (Template 7) to the candidate to explain the induction process according to organisational policies and procedures.
When writing the email:
• Ensure that policies and procedures about induction are followed
• Identify and incorporate requirements for intellectual property obligations when working in the organisation
The email text should be in grammatically correct English and written appropriately (polite, business-like).

2.2.3 Implement the physical resources acquisition strategy

Read Appendix 3 - Scenario BBQfun Resourcing and Appendix 2- Scenario BBQfun Documentation.
Consider the bid for the website developers as described in Appendix 3 and consider the Procurement policy and procedures in Appendix 2.
Evaluate each website developer against the policy and the requirements of the operational plan and choose one.

Assessment Task 3 - Monitor and review operational performance

You are required to:

• Monitor and review operational performance
• Support individual and teams

This task comprises of the following assessment methods:
o Product-based
o Direct observation of Role-Play
o Case Study
o Other (specify)

It has been designed to evaluate your ability to/competency in:

• Assess progress of operational plan in achieving profit and productivity plans and targets
• Identify areas of under-performance, recommend solutions and rectify the situation
• Plan and implement relevant processes for ongoing monitoring and confirm that support is provided for individuals and teams
• Negotiate recommendations for variations to operational plans and gain approval from designated persons

You are required to address the following:

• Task 3.1 Monitor and review operational performance
o Develop a monitoring system to review performance against targets
o Analyse and interpret performance data to recommend remedial actions and identify variations to the operational plan
o Negotiate the remedial actions, the variations to the operational plan and obtain approval for expenditure
• Task 3.2 Support individual and teams
o Outline a strategy to support the team improving performance
o Develop a report to review the performance of the individual team member, Lee Waters
This task builds on your work in Task 2.

To complete this task, please refer to the scenarios, the documentation and the work you performed in Task 2 and Appendix 4 in this document.

You are required to:

• Monitor and review operational performance
• Support individual and teams

This task comprises of the following assessment methods:
o Product-based
o Direct observation of Role-Play
o Case Study
o Other (specify)

It has been designed to evaluate your ability to/competency in:

• Assess progress of operational plan in achieving profit and productivity plans and targets
• Identify areas of under-performance, recommend solutions and rectify the situation
• Plan and implement relevant processes for ongoing monitoring and confirm that support is provided for individuals and teams
• Negotiate recommendations for variations to operational plans and gain approval from designated persons

You are required to address the following:

Task 3.1 Monitor and review operational performance
o Develop a monitoring system to review performance against targets
o Analyse and interpret performance data to recommend remedial actions and identify variations to the operational plan
o Negotiate the remedial actions, the variations to the operational plan and obtain approval for expenditure

Task 3.2 Support individual and teams
o Outline a strategy to support the team improving performance
o Develop a report to review the performance of the individual team member, Lee Waters
o Develop a coaching report for the individual team member

Task 3.1 Monitor and review operational performance

You are now implementing the operational plan.
This task requires you to:
• Develop a monitoring system to review performance against targets
• Analyse and interpret performance data
• Recommend solutions to rectify performance data
• Negotiate solutions to rectify performance data that would lead to variations of the operational plan

3.1.1 System to review performance

Develop a monitor system (Template 1) to review performance against targets that includes:
• budgetary and financial performance
• productivity performance
• employee performance in line with performance management policy
• milestone achievement and performance against targets
• dates for monitoring activities in line with the scenario
• resources for monitoring
• progress reporting at the end of each quarter to the Operations General Manager
• a system to ensure that procedures and records associated with documenting performance related to the operational plans are managed following organisational requirements and data security

3.1.2 Monitoring and evaluation

Analyse operational performance as described in the scenario (Appendix 4) and produce an operational plan status report based on the information provided. Include in your report:
• a description of budgetary and financial performance
• a description of productivity performance
• a description of schedule performance
• a description of employee performance
• two-three recommendations for operational improvement.

3.1.3 Negotiate recommendations for variations to the operational plan

Liaise with the trainer and assessor and schedule a time in week 6 of class to meet with the OGM, to negotiate the recommendations for variations to operational plans and remedial actions.
The OGM will be played by a classmate and the trainer and assessor will observe the Role-Play.

After the meeting:
• Complete the expenditure payment approval form to action the remedial actions discussed with the OGM (Template 3). Copy and paste in a separate document and ask the classmate who played the OGM during the Role-Play to sign for approval.

Task 3.2 Support individual and teams

Identify areas of employee underperformance, determine possible remedial actions and prepare to performance manage underperforming employees. Use the templates provided below and follow the instructions.
Read the HR performance data in Appendix 4.

3.2.1 Support the team

In the form of personal planning notes, outline your strategy to support the team in improving performance.
(50-100 words)

3.2.2 Support the individual team member

Review the performance data for Lee Waters and consider his conflict with the team and write a report that includes:
• Identify areas of underperformance (2-3)
• Determine possible remedial actions (2-3)
• Outline a coaching session for Lee Waters on one of the following topics (30-50 words):

o Time management
o Accuracy
o Multi-tasking
o Sales techniques
o Commitment to team goals

3.2.3 Coach an individual team member

Liaise with the trainer and assessor and schedule a time in week 6 of class to coach Lee Waters, played by a classmate on one of the following:
• Time management
• Accuracy
• Multi-tasking
• Sales techniques
• Commitment to team goals

Attachment:- Manage business operational plans.rar