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Bsbmgt 517 Project Assessment V2
Manage Operational plan (Central Queensland University)
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BSBMGT517
Manage operational plan
Project Assessment
Student
Name:
Instructions to Students:
YOU ARE REQUIRED TO:
Complete this page and ensure you accept, sign and date the student declaration on
the Student Learning Management System (LMS).
Read through and follow all instructions provided.
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Answer all the questions. Keep in mind you are studying a Nationally Recognised Diploma
level unit of competency
Your answers must reflect the depth of knowledge and understanding expected of a
person who can work under minimal supervision and competency requires a high level of
judgement and decision making. This assessment is to be conducted in a supervised
classroom environment.
You must complete your own work without assistance from other persons
Your assessor will predetermine the timeframe for the assessment
Submit your assessment to the Student Learning Management System (LMS) by the due
date.
Ensure your submission identifies your name, unit code and title.
PLAGIARISM AND COLLUSION:
Plagiarism is ‘a practice that involves the using of another person’s intellectual output and
presenting it as one’s own’. This includes the presentation of work that has been copied, in
whole or part, from other sources (including other students’ work, published books or
periodicals, the Internet, unpublished works or unauthorised collaboration with other
persons), without due acknowledgement.
CONSEQUENCES OF PLAGIARISM AND
COLLUSION:
A student found to have plagiarised material will be instantly graded Not Yet Competent (NYC)
and may be subject to one or all of the following:
Referral of the matter to the Academic Coordinator for: an intervention meeting,
issuing of written warning, clarification regarding assessment re-submission requirements
and allocation of additional assessment tasks.
Referral of the matter to the Director for: official disciplinary action by Choice Business
College and/or suspension from the course.
Unit Description
This unit describes the skills and knowledge required to develop and monitor implementation
of the operational plan to provide efficient and effective workplace practices within the
organisation’s productivity and profitability plans.
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Management at a strategic level requires systems and procedures to be developed and
implemented to facilitate the organisation’s operational plan.
This unit applies to individuals who manage the work of others and operate within the
parameters of a broader strategic and/or business plan.
No licensing, legislative or certification requirements apply to this unit at the time of
publication.
ASSESSMENT
ASSESSMENT RULES UNIT OUTCOME
SUMMARY
For a student’s
This assessment task At the successful
performance to be deemed
contains a series of completion of all assessment
satisfactory for the whole
problem-solving questions tasks, a Competent result
unit of competence, they
designed to allow students will be awarded.
must demonstrate
to demonstrate The overall unit result
satisfactory performance
competence in the unit. and feedback are recorded
in all tasks within this
It contains a variety of on the unit result summary
assessment.
question types to best on LMS.
If part of a task is not
demonstrate the student's
satisfactorily completed the
Underpinning Knowledge of
assessor will arrange for the
the subject
student to complete further
Performance outcome will
assessment to demonstrate
be indicated as
competence.
Satisfactory or
Students are permitted
Unsatisfactory.
three (3) attempts to
demonstrate competency.
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Overall student
performance in the unit is to
be recorded as either
Competent or Not Yet
Competent.
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ASSESSMENT
SCENARIO 1
You have just commenced a new position at Koala Corporation as the Business Compliance
Specialist. The Operations Manager, Ann Wallace has brought you on board to develop and
manage a new operational plan. There are a number of areas within the company that she
wants you to review, to ensure compliance with all legal parameters.
To: You
From: Ann Wallace ([email protected])
Date/time: Tuesday 11:02AM
Subject: Operational Plan
Attachment: Strategic Plan Overview.docx, Operational
Performance Data.docx, Strategic Plan Template.docx
To You,
I’m ready for you to look at developing an operational plan for Koala Corporation. Some
background information is provided below.
At a recent Koala Corporation board meeting the organisational strategic goals progress
and operational performance were discussed. The board is very unhappy with the current
state of its operations and the performance measurements against the strategic goals.
I have attached the strategic plan overview including this year’s strategic objectives, and
the latest operational performance data. Can you please review and analyse these to
determine three operational issues? You should then research and identify strategies to
address these three issues so that operational performance can get back on track and
Koala Corporation can reach its strategic goals.
Based on the strategies you identified, please develop an Operation Plan using the
provided template.
Kind Regards,
Ann Wallace
Operations Manager
67 High Street, Sydney, NSW 2000
Phone: 1800 000 666
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www.koalacorporation.com.au
ASSESSMENT TASK 1
Review the Koala Corporation Business Plan (accessible via the Koala Corporation website)
and the attached documents with the email (Strategic Plan Overview and Operational
Performance Data) to identify THREE (3) operational issues that need to be addressed.
Based on your analysis of these three operational issues, you should undertake research from
a variety of information sources to determine strategies that can be implemented to address
these three issues. This can include both online resources, offline resources, and from
specialists as necessary.
Once you have identified possible strategies, develop an Operational Plan using the template
supplied with the email. The Operational Plan must:
Document the mission statement for the organisation
Document the vision statement for the organisation
Document the core values for the organisation
Document Koala Corporation strategic objectives for the organisation
Documents three strategies (one for each issue). For each strategy you must:
Document a priority (High, Medium, Low)
Document actions to ensure that the innovation is implemented successfully. Each
strategy will likely require multiple actions. Common actions might include
planning, implementation and training, though others may also be applicable. You
must ensure adherence to organisational policies when determining actions
especially the organisation’s Health & Safety Policy & Procedures, and Staff
Management Policy & Procedures. Your actions must also meet the minimum
requirements of ensuring one strategy action involves the recruitment of a new
staff member, and one most involve the procurement of a new/modified physical
resource/service.
Document the resources required for each strategy. These should include both
physical resources and human resources as appropriate. You should use the Org
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Chart as a guide in the Koala Corporation Business Plan when determining what
human resources may be appropriate.
Document responsibility for the action steps. You should use the Org Chart as a
guide in the Koala Corporation Business Plan when determining who should be
assigned responsibility based on their job title.
Document a date when the strategy is to be finalised by
Document a performance indicator for each which can be measured with to
determine success (or failure)
OFFICE USE ONLY:
S NYS Assessor to indicate how this professional judgement was made:
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SCENARIO 2
When you commence work the next day, you receive the following email from the Operations
Manager
To: You
Date/time: Thursday 9:01AM
Subject: Contingency Plan
To You,
To prepare for implementation, I would like you to identify one risk for each operational
strategy and develop a contingency plan for each risk to ensure that we are prepared in
case one or more of the strategies runs into issues when implemented.
Kind Regards,
Ann Wallace
Operations Manager
67 High Street, Sydney, NSW 2000
Phone: 1800 000 666
www.koalacorporation.com.au
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ASSESSMENT TASK 2
Use the Contingency Plan Template (accessible via the Koala Corporation intranet) to
document contingency plans for each operational strategy (those that you recommended for
implementation in the previous assessment part). You must use the Risk Management Policy
and Procedures to detail possible consequences and likelihood levels. Within the plan you
must:
Document a business risk for each strategy
Document the consequence for that risk
Document the likelihood for that risk
Document a possible mitigation strategy for each risk to minimise its impact
Document a contingency plan for each risk which should be enacted when the risk
occurs
OFFICE USE ONLY:
S NYS Assessor to indicate how this professional judgement was made:
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SCENARIO 3
You receive the following email from Ann Wallace:
To: You
Date/time: Tuesday 6:32PM
Subject: Implementation Planning
Attachment: Coaching Support Plan Template.docx
To You,
Prior to implementing the strategies in the operational plan, you must develop:
A procedure for monitoring and reviewing operational performance against goals,
including a template form that can be used for each project
A support plan so that staff can be coached during the changes
Kind Regards,
Ann Wallace
Operations Manager
67 High Street, Sydney, NSW 2000
Phone: 1800 000 666
www.koalacorporation.com.au
ASSESSMENT TASK 3
Use the Policy & Procedure Template, to develop an Operational Performance Monitoring and
Review procedure that can be used as a guide to monitor and review operational performance
against the desired outcomes. It must detail:
Why performance monitoring is important.
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A step-by-step process for monitoring and evaluating the performance used for the
procedure. You must specify a particular model you wish to use, and then provide a
breakdown of each of the stages that need to be undertaken. At the very least it should
include stages around the following.
Gathering the required data
Analysing the gathered data against the necessary performance indicators
Communicating the analysis and taking action as required
The procedure must reference a Performance Monitoring and Review recording form
that can be used to control the gathering and evaluation of performance data for each
project. This must be referenced in the procedure steps and include relevant areas
where details of the data to be collected can be entered including what, where, who,
and when. You should refer to the requirements in the next task to help with
development of this form.
The procedure should also detail how performance documentation will be stored. This
should include a reference to the organisation’s Document Management Policy &
Procedures.
OFFICE USE ONLY:
S NYS Assessor to indicate how this professional judgement was made:
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ASSESSMENT TASK 4
Develop a recording form template for the Performance Monitoring and Review form
(specified in the previous task) and then complete it for this project. You must document:
When the form was developed and by whom
How data will be monitored including:
What performance indicators the data needs to be collected against
What data needs to be collected
Who will be collecting the data (this might be a person or an automated system)
When the data will be collected
How outcomes of data evaluation will be communicated including:
What needs to be communicated
What format the communication should take
Who needs to send the communication?
Who needs to receive the communication?
When the communication needs to be sent
OFFICE USE ONLY:
S NYS Assessor to indicate how this professional judgement was made:
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ASSESSMENT TASK 5
Develop coaching support plan using the template provided with the email. This plan is
designed to ensure that appropriate coaching of necessary skills/knowledge is undertaken
with those employees that will be affected by the operational strategies being implemented.
Within the plan you must document:
Who developed the plan?
When it was developed
What the purpose of the plan is
At least three things that staff will need to be coached on as part of the operational
strategies being implemented. This should include:
What needs to be coached?
Who needs to be coached?
Who will do the coaching?
When the coaching must be completed by?
OFFICE USE ONLY:
S NYS Assessor to indicate how this professional judgement was made:
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SCENARIO 4
Today you have received the following email:
To: You
Date/time: Friday 4:18PM
Subject: Implementation
To You,
I’m happy with the implementation plans that you have developed. As such, can you
begin the implementation process for the three strategies? They must be monitored
throughout to ensure they remain on target. I also want you to look into how the
Confidentially Policy and Procedure can be integrated into some of our policies and
procedures to ensure protection of intellectual property during the implementation.
Kind Regards,
Ann Wallace
Operations Manager
67 High Street, Sydney, NSW 2000
Phone: 1800 000 666
www.koalacorporation.com.au
ASSESSMENT TASK 6
Access the organisation’s Confidentiality Policy, and document how you could update each of
the Staff Management Policy & Procedures to secure the intellectual property rights and
responsibilities of Koala Corporation during the human resource acquisition process
OFFICE USE ONLY:
S NYS Assessor to indicate how this professional judgement was made:
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ASSESSMENT TASK 7
Access the organisation’s Confidentiality Policy, and document how you could update each of
the Procurement Policy & Procedures to secure the intellectual property rights and
responsibilities of Koala Corporation during the physical resource acquisition process
OFFICE USE ONLY:
S NYS Assessor to indicate how this professional judgement was made:
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SCENARIO 5
You receive the following email:
To: You
Date/time: Tuesday 9:20AM
Subject: Operational Performance Evaluation
To You,
Now that the operational strategies are being introduced to address operational issues, I
have attached the latest operational performance data for the third quarter for your
review. I want you to review the results to determine whether the strategies you have
proposed are working to achieve Koala Corporation’s strategic goals.
Can you please review the results for the first and second quarter against the results of
the third quarter to determine whether the strategies you have proposed are sufficient or
not. If not, I would like you to make necessary modifications to the Operational Plan and
the Coaching Support Plan you have developed to ensure the strategic goals are
achieved.
Kind Regards,
Ann Wallace
Operations Manager
67 High Street, Sydney, NSW 2000
Phone: 1800 000 666
www.koalacorporation.com.au
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ASSESSMENT TASK 8
Review the operational performance data for the third quarter to determine how effective the
new strategies have been. Based on the results and the strategies in your Operational Plan,
you need to modify the operational plan to try and ensure that the performance data will be
improved for the fourth quarter. This could involve:
Modifying existing strategies and action steps
Creating new strategies and actions steps
OFFICE USE ONLY:
S NYS Assessor to indicate how this professional judgement was made:
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ASSESSMENT TASK 9
Review the operational performance data for the third quarter to determine how effective the
new strategies have been. Based on the results and the current coaching support that is
being implemented, you need to modify the Coaching Support Plan to try and ensure that the
performance data will be improved for the fourth quarter. This could involve:
Modifying existing coaching support plan tasks
Creating new coaching support plan tasks
OFFICE USE ONLY:
S NYS Assessor to indicate how this professional judgement was made:
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BSBMGT517 PROJECT ASSESSMENT RESULT
Assessor is to circle one outcome achieved by the student, either satisfactory or not yet
satisfactory followed by comments
Outcome: SATISFACTORY
Assessor’s feedback or additional comments to the learner:
Student’s name:
Student’s signature:
Assessor’s name:
Assessor’s signature:
Date:
Outcome: UNSATISFACTORY
Assessor’s feedback or additional comments to the learner:
Aspects to be re-assessed have been discussed with student YES ☐ NO ☐
Feedback has been provided to student YES ☐ NO ☐
Coaching has been provided to student YES ☐ NO ☐
Student’s name:
Student’s signature:
Assessor’s name:
Assessor’s signature:
Date:
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