Reference no: EM133165238

BSBOPS502 Manage business operational plans

Part. Monitor Operational Performance
Task Overview
This part of the project requires you to monitor and review operational performance. Specifically, you are required to:
» 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

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 work teams. Each team must be composed of at least three different individuals
These must be the same work teams from Part 1 of this Project Assessment
o Organisational templates, such as:
• Meeting Minutes
• Performance Monitoring Sheets
o Opportunity to develop and implement a Variation Plan

Part Case Study Overview
Reviewing Operational Plan
The Operational Plan for Bounce Fitness Brisbane has been implemented and problems that arose have been addressed. Despite these successes, there is still much to be done for the Centre.
The Operational Plan is set to undergo monitoring and continuous improvement. As the Centre Manager, it is your responsibility to monitor the plan's performance and assess its progress towards the plans and targets you have set. It has been a month since the Operational Plan was first implemented. The Centre has gathered enough data for you to review and document its performance. As part of the business' practice, employees may prioritise keeping digital copies of documents for ease and security. Bounce Fitness Centre Managers may also choose to monitor the performance of plans on a fortnightly basis to ensure any areas of underperformance are addressed as soon as possible.
A perfect execution in the first instance is rare and having areas of underperformance is expected. The Team Leaders of the Morning and Evening Teams have provided the following reports to you:
a. Clients prefer to purchase the three months gym membership despite saving more money with higher tier memberships
b. Senior citizens are seeing the advertisements for the new classes but are not encouraged to sign up for them
As the Centre Manager, you must identify how you can assist your colleagues in resolving these issues. Your Supervisor instructs you to develop Learning Systems to provide coaching for each team and individual requiring additional support. As part of the business' practices, you may also provide direct feedback during coaching to quickly address concerns.

Development is not exclusive to employees; the Operational Plan must also undergo a review. Now that it has been implemented and you have seen the outcome of your set action items, you must look into areas for improvement.You must then negotiate your improvements with designated personnel to ensure they will benefit the plan. The business recommends recording variations to the operational plan in the version control.

Task 3.1 MonitorProfit and Productivity Performance
1. Access the following to assist you in completing this task:
» Your organisation's monitoring sheet template
You can use the Monitoring Sheet template provided at the Bounce Fitness site if there is none available at your organisation.
» At least one organisational policy and procedures related to the following:
o Documenting performance
o Monitoring performance
Examples of organisational policies and procedures that may be used include:
a. Employee handbook
b. Administrative policies and procedures
» At least one source for organisational practices related to the following:
o Documenting performance
o Monitoring performance
Organisational practices refer to actions taken within the organisation that are not explicitly indicated in policy and procedures documents.
» Task 3.1 Observation Formprovided at the Bounce Fitness site. This outlines the skills you must demonstrate throughout your monitoring. Provide your assessor with a copy of the Observation Form before conducting this task.
2. Arrange a time for your assessor to observe you in monitoring the Operational Plan. Provide your assessor with a copy of your signed off Strategies Checklist from Task 1.3.
If direct observation is not possible, ensure to provide your assessor with supplementary evidence showing your implementation.
3. Complete the Monitoring Sheet by implementing Part VII. Monitoring Plan. This includes doing the following:
a. Implement the strategies for the following as identified in your Strategies Checklist:
» Documenting operational performance
» Monitoring operational performance
b. Monitor the performance of each of the following:
» Productivity Plan
» Profit Plan
Ensure to follow the monitoring process for the KPIs for each of the above requirements from Part VII. Monitoring Plan.This includes the procedures outlined for each process.
Ensure your monitoring adheres to the following information outlined in Part VII. Monitoring Plan:
» Document to access for monitoring
» Schedulefor monitoring
Record information from your monitoring in the Monitoring Sheet.
c. Assess the progress of the Operational Plan by comparing the results of your monitoring to the Performance Target of its respective KPI.
d. Assess whether the current progress of the Operational Plan will allow it to meet the set KPIs for each of the following:
» Productivity Plan
» Profit Plan
Gather documented evidence showing you have implemented Part VII. Monitoring Plan. Your documented evidence must include the following:
» At least one copy of each document accessed for monitoring
» At least one evidence of you implementing the strategy for monitoring performance
» Copy of email correspondence requesting access to the document for monitoring with timestamps
» Copy of approval to access the document for monitoring
Update your Operational Plan by recording the following for each Performance Target in Part II. Performance Plans:
a. Actual date when you assessed progress for the Performance Target
b. Actual outcome of your assessment
Update Part X. Version Control of your Operational Plan by doing the following:
a. Provide a summary of your modifications
b. Record the updated Operational Plan as Version 1.4. 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.
1. Have your Supervisor sign the Supervisor/Assessor Declaration Form at the end of the Monitoring Sheet template. Their signature must be handwritten.
2. Submit the following to your assessor:
» Updated Operational Plan
» Completed Monitoring Sheet
» Evidence of your implementation of Part VII. Monitoring Plan. This includes:
o At least one copy of each document accessed for monitoring
o At least one evidence of you implementing the strategy for monitoring performance

Task 3.2 Plan to Provide Support
1. Establish Learning Plans to address areas of underperformance in the Operational Plan.
2. Access the Task 3.2 Observation Form provided at the Bounce Fitness site. This outlines the skills you must demonstrate throughout your monitoring. Provide your assessor with a copy of the Observation Form before conducting this task.
3. Arrange a time for your assessor to observe you in implementing Part V. Employee Development Plan.
If direct observation is not possible, ensure to provide your assessor with supplementary evidence showing your implementation.
4. Review the completed Monitoring Sheet from Task 3.1 to assist you in identifying areas of underperformance.
5. Implement Part V. Employee Development Plan of your Operational Plan.
Ensure your implementation follows all of the action plans outlined in the Operational Plan and adheres to the strategy for employee training and development identified in the Strategies Checklist from Task 1.3.
During your implementation, develop one Learning Plan for each of the following:
» Productivity Plan
» Profit Plan
To create a Learning Plan for each, you must:
a. Identify the following:
» At least one area of underperformance to address
This must be based on your review of the Monitoring Sheet.
» At least one work team that will receive support in order to address the area of underperformance
The work teams identified must be the same ones engaged with in Task 1.5
b. Outline at least one process to provide support to the team
Support may include, but is not limited to, the following:
» Mentoring
» Coaching
» Team building
a. Identify at least one individual within the team that requires additional support
b. Outline at least one process to provide support to each individual
Have your Supervisor sign the Supervisor/Assessor Declaration at the end of each Learning Plan template.
Update your Operational Plan by recording the following for each action item in Part V. Employee Development Plan:
a. Actual date of implementation
b. Actual outcome of implementation
Update Part X. Version Control of your Operational Plan by doing the following:
a. Provide a summary of your modifications
b. Record the updatedOperational Plan as Version 1.5. 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. Have your assessor complete the Observation Form, including the Assessor Declaration at the end, for your implementation. Their signature must be handwritten.
3. Have your Supervisor sign the Supervisor/Assessor Declaration Form at the end of each Learning Plan template. Their signature must be handwritten.
4. Submit the following to your assessor:
» Updated Operational Plan
» One completed Learning Plan for each of the following:
o Productivity Plan
o Profit Plan

Task 3.3 Provide Support to Teams and Individuals
1. Access the Support Log template provided in the Bounce Fitness site to assist you in completing this task.
2. Implement each Learning Plan.
Ensure your implementation follows the processes for teams and individualsoutlinedin eachLearning Plan.
Gather documented evidences showing you have provided support for the teams and individuals.Your documented evidences must include:
» At least one evidence that support has been provided for each team
» At least one evidence that support has been provided for each individual
Examples of documentation may include:
o Interview notes
o Meeting minutes
o Video recording
3. Have the two individuals and one representative for each team sign the Support Log template if they believe the area of underperformance has been addressed. The representative for each team may be the same individual that received additional support.
Ensure that each of the following are included in each entry:
» Date signed
» Name of individual or representative
» Support they received
» Signature of individual or representative. This is to confirm that the area of underperformance has been addressed. Their signature must be handwritten
4. Have your supervisor sign the Supervisor/Assessor Declaration at the end of the completed Support Log. This is to ensure that you provided support and addressed areas of underperformance. Their signature must be handwritten.
5. Submit the following to your assessor:
» At least one evidence for each of the following:
o Support provided for each team
o Support provided for each individual
» Completed Support Log

Task 3.4 Develop Variation Plan
1. Seek your Supervisor's assistance in identifying an opportunity to develop and implement a Variation Plan.
2. Access the Variation Plan template from the link below to assist you in completing this task.
Variation Plan
3. Review your assessments in the Monitoring Sheet from Task 3.1. This is to assist you in identifying variations.
4. Develop a Variation Plan for your Operational Plan by identifying the following:
» At least two variations to the Operational Plan
» The expected implementation date for each strategy
» The expected outcome of each strategy
You are to leave the ‘Actual Date' and ‘Actual Outcome' columns bank as these will be completed in a succeeding task.
5. Arrange one meeting with two specialist resource managers. These may be the same specialist resource managers you consulted in Task 1.4.
6. Conduct the meeting with the two specialist resource managers.
During the meeting, you must do the following:
a. Discuss the following:
» Variations identified
» The expected implementation date for each strategy
» The expected outcome of each strategy
Discussion points may include, but are not limited to, the following:
» Checking if the variation will benefit the Operational Plan
» Discussing if the variation is achievable
b. Seek approval for the proposed Variation Plan

Gather at least one documented evidence showing you conducted the meeting with the two specialist resource managers.
Examples of documented evidence include:
» Meeting Minutes
» Interview notes
1. Apply the changes to your Variation Plan as required. The changes you make must reflect the main points discussed in the meeting.
2. Have your Supervisor sign the Supervisor/Assessor Declaration at the end of the Variation Plan template. Their signature must be handwritten.
3. Submit the following to your assessor:
» Completed Variation Plan
» At least one documented evidence showing you conducted the meeting with two specialist resource managers.

Task 3.5 Implement Variation Plan
1. Access the following to assist you in completing this task:
» At least one organisational policy and procedures related to implementing variations to operational plans
» At least one source for organisational practices related to implementing variations to operational plans
» Observation Form from the link below. This outlines the skills you must demonstrate throughout your monitoring. Provide your assessor with a copy of the Observation Form before conducting this task.

Task 3.5 Observation Form

2. Arrange a time for your assessor to observe you in implementing Part V. Employee Development Plan.
If direct observation is not possible, ensure to provide your assessor with supplementary evidence showing your implementation.
3. Implement your Variation Plan by applying the variations to your Operational Plan.
Ensure to adhere to the strategy for making variations identified in the Strategies Checklist from Task 1.3.
Apply the variations to your Operational Plan.
Update Part X. Version Control of your Operational Plan by doing the following:
a. Provide a summary of your modifications
b. Record the revised Operational Plan as Version 2.0. Ensure to include the date you completed your revisions
c. Have your Supervisor sign off the entry to confirm your revisions. Their signature must be handwritten.

Update your Variation Plan by recording the following for each implemented strategy as indicated in the Strategies Checklist:
a. Actual date of implementation
b. Actual outcome of implementation
1. Have your assessor complete the Observation Form. Their signature must be handwritten.
2. Submit the following to your assessor:
» Updated Variation Plan
» Revised Operational Plan