Understanding of key components of operational plans

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Reference no: EM133179413

BSBOPS502 Manage Business Operational Plans

Learning Outcome 1: Establish operational plan

Learning Outcome 2: Manage resource acquisition

Learning Outcome 3: Monitor and review operational performance

Assessment Task 1: Review and Analyse a Samples Operational Plan

Analysis report on a sample operational plan is required.

An Operational Plan is a detailed action-oriented plan that provides a clear picture of how a team, section or department will contribute to the achievement of the organisation's strategic goals (FLN). An operational plan could be part of a strategic or a business plan, addressing human resource, physical resource, action items, key performance indicators, and operational budget requirements to achieve the intended goals. A contingency plan often accompanies an operational plan that prepares for alternative actions in case the operational plan meets any obstacles.

With a view to develop an understanding of key components and use of operational plans, you will review and analyse a sample operational in this assessment task. The sample operational plans are actual plans obtained from public domain sources for the purpose of this assessment. Formats and contents of the plan differ from organisation to organisation. However, you will be required to analyse the plan within the context of the following areas.

Stated goals and objectives
Key performance areas
Key performance indicators
Human resource (people), processes, and technology requirements
Physical and other resource requirements
Action plan/task/items
Budget/cost expectations
Key responsibilities

Ensure that your sample plan provides you with enough information to analyse the above components. Your analysis will essentially be based on your understanding and explanation of the plan - what you think about it, its key features, and how, in your view, this plan will help the organisation achieve their strategic objectives. You may also want to visit respective organisation's website and gather further information to support your analysis/comments.

Assessment Task 2: Project: Develop an Operational plan

Operational plan is required

Operational plans provide an organisation with a mechanism to put their strategies in action and identify the resources required to achieve their stated goals and objectives. Operational plans may also be termed as action plans, annual plans, management plans or tactical plans. Separate operational plans are often prepared by different departments within an organisation to outline their specific tasks and priorities.

In Assessment Task1, you developed the understanding of the structure and components of an operational plan through an analysis of a sample operational plan. In this assessment task, given as a project, you will be required to develop an Operational Plan for a sample organisation based on its Strategic Plan. You will be provided with a sample strategic plan for this task.

Your trainer/assessor will play the role of the Senior Manager for the purpose of this task.

A past or an existing organisation can also be used as an example to develop the required organisational context for this task. Alternatively, based on the sample strategic plan, research and collect some organisational information as a background to your plan.

Develop an operational plan that includes.

Executive summary
Stakeholders, consultation, and approvals
Operational goals and expected outcomes
Action plan (convert strategies to actions)
Key performance indicators (KPIs)
Human resource requirements (including training or PD and strategies to address the requirements)
Physical and other resource requirements (including strategies to acquire the resources)
Resource conservation/waste management tactics
Budget/cost expectations
Key responsibilities; including intellectual property rights and responsibilities
Communication plan (how plan will be communicated to all team)
Monitoring and evaluation
Contingency plan

An operational plan fundamentally addresses four questions:

Where are we now?
Where do we want to be?
How do we get there?
How do we measure our progress?

Contingency planning involves creating an alternative plan in the event of the original operational plan changing or facing obstacles due to unforeseen circumstances. It can be based on anticipated risks (e.g., non- availability of raw materials, government approvals etc.) and alternatives that can be used to keep the operational plan moving.

Assessment Task 3: Review Operational Performance

Description:

Performance review report is required

Assume that your plan has been implemented and is being reviewed for its performance. You will be provided with sample financial information (Balance sheet and Profit and Loss Statements). Review and analyse the financial data against the KPIs set in your plan and take notes for presentation.

Next, you will be following the organisational process by,

Summarising requirements for implementing the plan - Action plan stages
Review of key stakeholder and consultation process in implementation
Articulating the KPIs for measuring the success
Presenting an analysis of the actual performance (sample financial data) Vs the KPIs
Analysing or seeking feedback on KPIs and adjusting as per the feedback in view of the performance
Articulating KPI management process and protocols
Plans for reviewing and improving the system
Articulating requirements for improvements and analysing

Assessment Task 4:

Q1. What is an Operational Plan? What information would an Operational Plan typically contain?

Q2. Explain the role of an operational plan in achieving the organisation's objectives

Q3. In your opinion how would an Operational Plan of a Retail and Services firm will differ from that of a Manufacturing firm?

Q4. Explain a typical budgeting process in an organisation.

Q5. What are Key Performance Indicators (KPIs)? Provide examples of financial and non-financial KPIs in your own understanding.

Attachment:- Manage_Business_Operational_Plans.rar

Reference no: EM133179413

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