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1 S op a m er p ty le of O C nly en ga ge PREMIUM ASSESSMENT PACK BSB42015 CERTIFICATE IV IN LEADERSHIP AND MANAGEMENT BSB51915 DIPLOMA OF LEADERSHIP AND MANAGEMENT Pr Kris Cole s Management Theory & Practice is the essential text for teaching the leadership core units of BSB42015 Certificate IV in Leadership and Management and BSB51915 Diploma of Leadership and Management. It provides hands-on practical concepts and theoretical approaches, with real-life case studies, examples and problem-solving techniques. SAMPLE

2 Assessment BSBMGT517 Manage operational plan Cengage Learning Australia

3 Student assessment cover sheet When submitting an assessment piece for marking, please fill in this form and attach it to the front of each assessment piece submitted. Please ensure that: assessments are either typed or in legible handwriting all assessment tasks have been completed this assessment cover sheet has been signed and dated. Note: We take no responsibility for lost or missing assessment submissions, and will not return submissions once they are marked. If you wish to keep a copy for your records, please make a copy before you post your submission. Details Full name: Postal address: Phone: Unit code: Unit name: BSBMGT517 Manage operational plan I hereby certify that this assessment is my own work, based on my personal study and/or research. I have acknowledged all material and sources used in the presentation of this assessment whether they are books, articles, reports, Internet searches or any other document or personal communication. I also certify that the assessment has not previously been submitted for assessment in any other subject or at any other time in the same subject and that I have not copied in part or whole or otherwise plagiarised the work of other students or any other person. Signature: Date: Cengage Learning Australia

4 Introduction In this document, you will find the tasks that you need to complete in order to become competent in this unit. 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. 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. The task of the manager at this level is to develop and implement an operational plan to ensure that the objectives and strategies outlined in the strategic and/or business plan are met by work teams. No licensing, legislative or certification requirements apply to this unit at the time of publication. Assessment methods There are three assessment methods used for this unit of competency: Written questions Project Interview All assessments must be completed for a participant to have successfully completed this unit. Assessment tool definitions Assessment tool Written questions (to be completed in full) Project (to be completed in full) Interview (to be completed as required by your assessor) How is it used? Each student must complete all of the written questions contained within this assessment paper. The project follows the written questions, and is usually done after completing them. The project is an extended piece of work that should result in a detailed report. The assessor conducts the interview after they have reviewed the first two assessment items. The interview is designed to check your understanding of any concepts or applications that may have not been answered completely in the other two assessments. The questions and your answers are recorded as part of this document. Cengage Learning Australia

5 Assessment matrix Elements and performance 1. Develop the operational plan 1.1 Research, analyse and document resource requirements and develop an operational plan in consultation with relevant personnel, colleagues and specialist resource managers 1.2 Develop and/or implement consultation processes as an integral part of the operational planning process 1.3 Ensure details of the operational plan include the development of key performance indicators to measure organisational performance 1.4 Develop and implement contingency plans for the operational plan 1.5 Ensure the development and presentation of proposals for resource requirements is supported by a variety of information sources and seeks specialist advice as required 1.6 Obtain approval for the plan from relevant parties and explain the plan to relevant work teams 2. Plan and manage resource acquisition 2.1 Develop and implement strategies to ensure that employees are recruited and/or inducted within the organisation's human resources management policies, practices and procedures 2.2 Develop and implement strategies to ensure that physical resources and services are acquired in accordance with the organisation's policies, practices and procedures 2.3 Recognise and incorporate requirements for intellectual property rights and responsibilities in recruitment and acquisition of resources and services. 3. Monitor and review operational performance 3.1 Develop, monitor and review performance systems and processes to assess progress in achieving profit and productivity plans and targets 3.2 Analyse and interpret budget and actual financial information to monitor and review profit and productivity performance Written questions Project 1 1, 2, 3, Interview Cengage Learning Australia

6 Elements and performance 3.3 Identify areas of underperformance, recommend solutions and take prompt action to rectify the situation 3.4 Plan and implement systems to ensure that mentoring and coaching are provided to support individuals and teams to effectively, economically and safely use resources 3.5 Negotiate recommendations for variations to operational plans and gain approval from designated persons/groups 3.6 Develop and implement systems to ensure that procedures and records associated with documenting performance are managed in accordance with organisational requirements Written questions Project Interview Cengage Learning Australia

7 Written questions Question 1 1a 1b Research, analyse and document resource requirements and develop an operational plan in consultation with relevant personnel, colleagues and specialist resource managers Referring to page 494 of Management, outline the six parts that you need to include in a basic planning format? Outline the business planning process in your workplace, or one that you are familiar with. For example, is it annual or quarterly? Who is involved? You may need to discuss this with a manager. Cengage Learning Australia

8 Question 2 2a 2b Develop and/or implement consultation processes as an integral part of the operational planning process Refer to page 501 of Management. Explain four staffing issues that need to be considered as part of an operational planning process. What different job roles are involved in the operational planning process in your workplace, or one that you are familiar with? Remember to consider roles rather than individuals. Outline what contribution each role makes to the operational plan. Cengage Learning Australia

9 Question 3 3a 3b Ensure details of the operational plan include the development of key performance indicators to measure organisational performance Key performance indicators (KPIs) are also known as measures of success. Refer to page 327 of Management and outline five measures of success that may apply in an operational plan. Choose three measures of success used in your workplace, or one that you are familiar with. Explain each, including what is measured and when. Cengage Learning Australia

10 Question 4 4a 4b Develop and implement contingency plans for the operational plan Refer to page 503 of Management. Provide a brief definition of a contingency plan and explain why contingency plans are important in relation to an operational plan. Using an example from your workplace, or one that you are familiar with, either outline a situation when a contingency plan was used, or describe a contingency plan that is in place. Cengage Learning Australia

11 Question 5 5a 5b Ensure the development and presentation of proposals for resource requirements is supported by a variety of information sources and seeks specialist advice as required Refer to page 499 of Management. Outline the types and sources of information a person may need to support the development of an operational plan. Reflect on working on an organisational plan that required extensive financial analysis to support a request for additional resources. Who might you go to for specialist advice to assist in developing the plan, and what information would you seek? Cengage Learning Australia

12 Question 6 6a 6b Obtain approval for the plan from relevant parties and explain the plan to relevant work teams Refer to 172 in Management. Outline three of the important considerations when preparing any written presentation for management in an organisation. Outline the process for gaining approval for an operational plan in your workplace, or one that you are familiar with. (If you have never been involved in the planning process, you may need to discuss this with your manager or trainer). Cengage Learning Australia

13 Question 7 7a 7b Develop and implement strategies to ensure that employees are recruited and/or inducted within the organisation's human resources management policies, practices and procedures Start at page 833 of Management. Outline the key parts to include in an induction program, and how they relate to the operational plan. Consider your workplace, or one that you are familiar with. Outline how induction policies and procedures are conducted, and how elements of the operational plan are introduced to new employees. Cengage Learning Australia

14 Question 8 8a 8b Develop and implement strategies to ensure that physical resources and services are acquired in accordance with the organisation's policies, practices and procedures Refer to page 97 of Management. How may the relationship that an organisation maintains with its external suppliers affect the goods and/or services that it provides to its own customers? Consider your workplace, or one that you are familiar with. Outline the organisation s policies and procedures for selecting suppliers of resources or services? Cengage Learning Australia

15 Question 9 9a 9b Recognise and incorporate requirements for intellectual property rights and responsibilities in recruitment and acquisition of resources and services Refer to page 834 of Management. Briefly explain how, in an induction program for a new employee, you could ensure protection of an organisation s intellectual property. Consider your workplace, or one that you are familiar with. Outline the organisation s policies for the protection of intellectual property rights, and whose responsibility it is within the organisation. Cengage Learning Australia

16 Question 10 10a 10b Develop, monitor and review performance systems and processes to assess progress in achieving profit and productivity plans and targets Refer to page 505 of Management. Outline he four steps to monitoring a plan. When do you have to be careful of confirmation bias? Consider your workplace, or one that you are familiar with. Using the four steps to monitoring, outline a system or process that you participated in for monitoring whether or not targets were being achieved. (For example, regularly checking sales results against the previous year and current budget). Cengage Learning Australia

17 Question 11 11a 11b Analyse and interpret budget and actual financial information to monitor and review profit and productivity performance Refer to page 509 of Management. Explain the relationship between a planned budget and cash flow, and why monitoring cash flow is so important to the running of the organisation. Using your workplace or one that you are familiar with as an example, outline how budgets are used to assist the organisation meet its financial objectives. What information is the budget compared with in order to determine if budgeted goals have been met? Cengage Learning Australia

18 Question 12 Objective 12a 12b Identify areas of underperformance, recommend solutions and take prompt action to rectify the situation Refer to page 511 of Management. Outline the characteristics of an effective monitoring system. For each point, explain how the system contributes to taking appropriate action should underperformance be identified Considering your workplace, or one that you are familiar with, describe a situation where underperformance was identified (for example, poor sales, or not meeting production timelines). What action/s did management undertake to correct the situation? Cengage Learning Australia

19 Question 13 13a 13b Plan and implement systems to ensure that mentoring and coaching are provided to support individuals and teams to effectively, economically and safely use resources Refer to page 905 of Management, provide a brief explanation of the difference between mentoring and coaching Consider your workplace or one that you are familiar with. Describe coaching, mentoring or instruction that you have received on using resources in that workplace. Cengage Learning Australia

20 Question 14 14a 14b Negotiate recommendations for variations to operational plans and gain approval from designated persons/groups Refer to page 556 of Management. Explain why maintaining quality is a key reason for varying an operational plan? Consider your workplace or one that you are familiar with. Identify where quality of goods or services is potentially at risk, and how the organisation s operational plan may be varied to maintain quality. Cengage Learning Australia

21 Question 15 15a 15b Develop and implement systems to ensure that procedures and records associated with documenting performance are managed in accordance with organisational requirements Refer to page 508 of Management. What is critical path analysis? Why does recording productivity in this form assist in maintaining an operational plan? Consider your workplace or one that you are familiar with. Outline the organisational systems for the monitoring of productivity performance? Cengage Learning Australia

22 The project Context Range and conditions Materials and resources required Reasonable adjustments Decisionmaking rules Scenario Consider the brief scenario, then complete a report addressing the following questions listed. The resulting report document must not be less than 1500 words and must address all the questions provided. Access to: a computer a printer, the Internet, for research. In the event that you have difficulty understanding the assessment tasks due to language or other difficulties, your trainer will attempt to make reasonable adjustments to the assessment paper to give you every opportunity to achieve competency. You will be assessed on your ability to: demonstrate an understanding of the development of an operational plan develop goals and key performance indicators outline a contingency plan demonstrate an understanding of the resource acquisition processes and procedures demonstrate knowledge of the development of proposals and the gaining of agreement from relevant stakeholders review financial indicators of performance identify training, coaching and mentoring requirements outline appropriate processes for reviewing an operational plan explain and review performance systems. Anthill Pty Ltd is a medium-sized company that both imports and manufactures small souvenirs for the tourism market. The company has recently signed an agreement with a new overseas supplier, with the view to bringing two new products to the market. The success of the agreement is based on Anthill reaching quarterly sales of $ with the new products; otherwise the overseas manufacturer will seek other distributors. The owners of Anthill are also looking to grow the revenue of the company by around 25 per cent with these new products, and are investing accordingly. It is important that Anthill s competitors don t find out about the new agreement or the targets before sales begin, or they will approach the overseas manufacturer directly. You have been appointed Sales and Marketing Manager for the new products and your first task is to develop a 12-month operational plan to ensure success of the new agreement. You report to the Sales and marketing Director, who in turn reports to the CEO. Other directors in the company are in the areas of human resources, finance, information technology, manufacturing and logistics. There is another Sales and Marketing Manager with responsibility for the existing products Cengage Learning Australia

23 Project the company sells. An organisational plan has tentatively estimated that you will need to recruit one Marketing Coordinator and three Sales Representatives to promote and sell the new products. Using the scenario provided, explain how you would address the following in an operational plan: 1. Appropriate goals within the 12-month period 2. Resources that may be required to meet these goals 3. Relevant personnel that you should consult with in regards to the operational goals and why these people are relevant 4. Communication methods you recommend 5. Feedback processes you would recommend be put in place. 6. KPIs you would recommend to measure organisational performance. 7. Two contingency plans for if performance does not meet the KPIs. 8. Relevant people from whom you could obtain approval for your planning. 9. Documentation that would support your presentation of the operational plan to the senior management team. 10. Considerations for the recruitment and induction of new employees. 11. How you would address intellectual property requirements. 12. Additional resources (other than people) that you may require to enact the operational plan. 13. Mechanisms for how you will measure performance. 14. How you will monitor financial information. 15. Timing for reviews of the operational plan and a process for how you will seek to vary the plan 16. What training you believe employees may require to ensure success of the plan. 17. What records you will maintain Cengage Learning Australia

24 The project Assessor instructions and checklist These instructions must be followed when assessing the student in this unit. In setting up this assessment, please: 1. Set a date for this assessment and advise students of the topic. 2. Hand out and explain the assessment, and allow opportunities for questions. 3. Assess the candidates submissions or observations as per instructions in this document. 4. Use this checklist when assessing the students in this task. This checklist is to be completed for each student. In responding to the assessment, the student is able to: Yes No Demonstrate an understanding of the development of an operational plan Develop goals and key performance indicators Outline a contingency plan Demonstrate an understanding of the resource acquisition processes and procedures Demonstrate knowledge of the development of proposals and the gaining of agreement from relevant stakeholders Review financial indicators of performance Identify training, coaching and mentoring requirements Outline appropriate processes for reviewing an operational plan Explain and review performance systems Comments: Result of this assessment: Successful Not successful Assessor: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback. Signature: Date: Cengage Learning Australia

25 The interview Assessment instructions Evidence required Range and conditions Materials and resources required Assessor intervention Reasonable adjustments Decisionmaking rules Question: Result of this assessment: Successful Not successful The final assessment will involve a one-on-one interview with your trainer. The trainer will ask you questions designed to fill any gaps in your competency levels after completing assessments 1 and 2. Record of competency conversation with trainer. No special requirements No special requirements Your assessor will go through the assessment instructions with the class prior to commencement. You may ask questions at any point during the completion of the assignment prior to submission. In the event that you have difficulty understanding the assessment tasks due to language or other difficulties, your trainer will attempt to make reasonable adjustments to the assessment paper to give you every opportunity to achieve competency. No special arrangements Response Assessor: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback. Signature: Date: Cengage Learning Australia

26 Assessor s competency checklist This section is to be completed by the assessor and used as a final record of student competency. All student submissions including any associated checklists and coversheets are to be attached to this cover sheet before placing on the student s file. Student results are not to be entered onto the student database unless all relevant paperwork is completed and attached to this form. Student name: Unit code: Unit name: BSBMGT517 Manage operational plan Please attach the following student evidence to this form Student ID: Successfully completed Assessment 1 Questions Yes No Assessment 2 Project Yes No Assessment 3 Interview Yes No Student feedback: Final assessment result for this unit Assessor: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback. Signature: Date: C / NYC Cengage Learning Australia

27 BSB42015 Certificate IV in Leadership and Management ISBN: Assessment guides 1 Detailed mapping grid Assessment guides for 4 core and 4 elective units of competency Core units BSBLDR401 Communicate effectively as a workplace leader BSBLDR402 Lead effective workplace relationships BSBLDR403 Lead team effectiveness BSBMGT402 Implement operational plan S op a m er p ty le of O C nly en ga ge Elective units BSBMGT403 Implement continuous improvement BSBREL402 Build client relationships and business networks BSBWOR404 Develop work priorities BSBSUS301 Implement and monitor environmentally sustainable work practices BSB51915 Diploma of Leadership and Management ISBN: Assessment guides 1 Detailed mapping grid Assessment guides for 4 core and 12 elective units of competency Core units BSBLDR501 Develop and use emotional intelligence BSBMGT517 Manage operational plan BSBLDR502 Lead and manage effective workplace relationships BSBWOR502 Lead and manage team effectiveness Pr Elective units BSBINN502 Build and sustain an innovative work environment BSBPMG522 Undertake project work BSBMGT519 Incorporate digital solutions into plans and practices BSBLDR504 Implement diversity in the workplace BSBLDR503 Communicate with influence BSBMGT502 Manage people performance BSBMGT516 Facilitate continuous improvement BSBSUS501 Develop workplace policy and procedures for sustainability BSBCUS501 Manage quality customer service BSBRSK501 Manage risk BSBWOR501 Manage personal work priorities and professional development BSBADM502 Manage meetings