BSBMGT517 Manage operational plan

BSBMGT517 Manage operational plan ASSESSMENT GUIDEASSESSMENT INFORMATION for students
Throughout your training we are committed to your learning by providing a training and assessment framework that ensures the knowledge gained through training is translated into practical on the job improvements.
You are going to be assessed for:
Your skills and knowledge using written and observation activities that apply to the workplace.
Your ability to apply your learning.
Your ability to recognise common principles and actively use these on the job.
All of your assessment and training is provided as a positive learning tool. Your assessor will guide your learning and provide feedback on your responses to the assessment materials until you have been deemed competent in this unit.
HOW YOU WILL BE ASSESSED
The process we follow is known as competency-based assessment. This means that evidence of your current skills and knowledge will be measured against national standards of best practice, not against the learning you have undertaken either recently or in the past. Some of the assessment will be concerned with how you apply your skills and knowledge in the workplace, and some in the training room as required by each unit.
The assessment tasks have been designed to enable you to demonstrate the required skills and knowledge and produce the critical evidence to successfully demonstrate competency at the required standard.
Your assessor will ensure that you are ready for assessment and will explain the assessment process. Your assessment tasks will outline the evidence to be collected and how it will be collected, for example; a written activity, case study, or demonstration and observation.
The assessor will also have determined if you have any special needs to be considered during assessment. Changes can be made to the way assessment is undertaken to account for special needs and this is called making Reasonable Adjustment.
What happens if your result is ‘Not Yet Competent’ for one or more assessment tasks?
Our assessment process is designed to answer the question “has the desired learning outcome been achieved yet?” If the answer is “Not yet”, then we work with you to see how we can get there.
In the case that one or more of your assessments has been marked ‘NYC’, your trainer will provide you with the necessary feedback and guidance, in order for you to resubmit your responses.
What if you disagree on the assessment outcome?
You can appeal against a decision made in regards to your assessment. An appeal should only be made if you have been assessed as ‘Not Yet Competent’ against a specific unit and you feel you have sufficient grounds to believe that you are entitled to be assessed as competent. You must be able to adequately demonstrate that you have the skills and experience to be able to meet the requirements of units you are appealing the assessment of.
Your trainer will outline the appeals process, which is available to the student. You can request a form to make an appeal and submit it to your trainer, the course coordinator, or the administration officer. The RTO will examine the appeal and you will be advised of the outcome within 14 days. Any additional information you wish to provide may be attached to the appeal form.
What if I believe I am already competent before training?
If you believe you already have the knowledge and skills to be able to demonstrate competence in this unit, speak with your trainer, as you may be able to apply for Recognition of Prior Learning (RPL).
Assessor Responsibilities
Assessors need to be aware of their responsibilities and carry them out appropriately. To do this they need to:
Ensure that participants are assessed fairly based on the outcome of the language, literacy and numeracy review completed at enrolment.
Ensure that all documentation is signed by the student, trainer, workplace supervisor and assessor when units and certificates are complete, to ensure that there is no follow-up required from an administration perspective.
Ensure that their own qualifications are current.
When required, request the manager or supervisor to determine that the student is ‘satisfactorily’ demonstrating the requirements for each unit. ‘Satisfactorily’ means consistently meeting the standard expected from an experienced operator.
When required, ensure supervisors and students sign off on third party assessment forms or third party report.
Follow the recommendations from moderation and validation meetings.
How should I format my assessments?
Your assessments should be typed in a 11 or 12 size font for ease of reading. You must include a footer on each page with the student name, unit code and date. Your assessment needs to be submitted as a hardcopy or electronic copy as requested by your trainer.
How long should my answers be?
The length of your answers will be guided by the description in each assessment, for example:
Type of Answer
Answer Guidelines
Short Answer
4 typed lines = 50 words, or 5 lines of handwritten text
Long Answer
8 typed lines = 100 words, or 10 lines of handwritten text = of a foolscap page
Brief Report
500 words = 1 page typed report, or 50 lines of handwritten text = 1foolscap handwritten pages
Mid Report
1,000 words = 2 page typed report 100 lines of handwritten text = 3 foolscap handwritten pages
Long Report
2,000 words = 4 page typed report 200 lines of handwritten text = 6 foolscap handwritten pages
How should I reference the sources of information I use in my assessments?
Include a reference list at the end of your work on a separate page. You should reference the sources you have used in your assessments in the Harvard Style. For example:
Website Name – Page or Document Name, Retrieved insert the date. Webpage link.
For a book: Author surname, author initial Year of publication, Title of book, Publisher, City, State
assessment guide
The following table shows you how to achieve a satisfactory result against the criteria for each type of assessment task. The following is a list of general assessment methods that can be used in assessing a unit of competency. Check your assessment tasks to identify the ones used in this unit of competency.
Assessment Method
Satisfactory Result
Non-Satisfactory Result
You will receive an overall result of Competent or Not Yet Competent for the unit. The assessment process is made up of a number of assessment methods. You are required to achieve a satisfactory result in each of these to be deemed competent overall. Your assessment may include the following assessment types.
Questions
All questions answered correctly
Incorrect answers for one or more questions
Answers address the question in full; referring to appropriate sources from your workbook and/or workplace
Answers do not address the question in full. Does not refer to appropriate or correct sources.
Third Party Report
Supervisor or manager observes work performance and confirms that you consistently meet the standards expected from an experienced operator
Could not demonstrate consistency. Could not demonstrate the ability to achieve the required standard
Written Activity
The assessor will mark the activity against the detailed guidelines/instructions
Does not follow guidelines/instructions
Attachments if requested are attached
Requested supplementary items are not attached
All requirements of the written activity are addressed/covered.
Response does not address the requirements in full; is missing a response for one or more areas.
Responses must refer to appropriate sources from your workbook and/or workplace
One or more of the requirements are answered incorrectly. Does not refer to or utilise appropriate or correct sources of information
Observation/Demonstration
All elements, criteria, knowledge and performance evidence and critical aspects of evidence, are demonstrated at the appropriate AQF level
Could not demonstrate elements, criteria, knowledge and performance evidence and/or critical aspects of evidence, at the appropriate AQF level
Case Study
All comprehension questions answered correctly; demonstrating an application of knowledge of the topic case study.
Lack of demonstrated comprehension of the underpinning knowledge (remove) required to complete the case study questions correctly. One or more questions are answered incorrectly.
Answers address the question in full; referring to appropriate sources from your workbook and/or workplace
Answers do not address the question in full; do not refer to appropriate sources.
Practical Activity
All tasks in the practical activity must be competed and evidence of completion must be provided to your trainer/assessor. All tasks have been completed accurately and evidence provided for each stated task.
Tasks have not been completed effectively and evidence of completion has not been provided.
Attachments if requested are attached
Requested supplementary items are not attached
Assessment Cover Sheet
Student’s name:

Assessors Name:

Date:

Is the Student ready for assessment?
Yes
No
Has the assessment process been explained?
Yes
No
Does the Student understand which evidence is to be collected and how?
Yes
No
Have the Student’s rights and the appeal system been fully explained?
Yes
No
Have you discussed any special needs to be considered during assessment?
Yes
No
The following documents must be completed and attached
 Written Activity Checklist The student will complete the written activity provided to them by the assessor. The Written Activity Checklist will be completed by the assessor.
S
NYS
 Project Checklist The student will complete the project provided to them by the assessor. The Project Checklist will be completed by the assessor.
S
NYS
 Questioning Checklist The student will answer a range of questions either verbally or written. The Questioning Checklist will be completed by the assessor.
S
NYS
I agree to undertake assessment in the knowledge that information gathered will only be used for professional development purposes and can only be accessed by the RTO:
Overall Outcome Competent Not yet Competent
Student Signature:

Date:

Assessor Signature:

Date:

Assessment cover sheet
Result and Feedback
Feedback to Student:
Overall Outcome Competent Not yet Competent
Assessor Signature:

Date:

written activity
For this task you must research each of the following topics, and write a report on your findings. Use the following questions as a guide to your research.
Describe models and methods for operational plans.
Explain the role of an operational plan in achieving the organisation’s objectives.
Explain at least one budgeting process used by your organisation.
List the alternative approaches to developing key performance indicators to meet business objectives.
Outline the legislative and regulatory context relevant to the operational plan of your organisation.
Outline your organisation’s policies, practices and procedures that directly relate to the operational plan.
Written Activity Checklist
Written Activity Checklist
For this assessment, the student must complete the written activity. The written activity is a stand-alone activity that will allow the student to display the required knowledge and skills that are essential when deciding overall competency.
Student’s name:

Assessor’s name:

Did the Student provide evidence of their ability to:
Has the student satisfactorily completed the written activity?
Yes
No
Describe models and methods for operational plans.


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


Explain at least one budgeting process used by your organisation.


List the alternative approaches to developing key performance indicators to meet business objectives.


Outline the legislative and regulatory context relevant to the operational plan of your organisation.


Outline your organisation’s policies, practices and procedures that directly relate to the operational plan.


Feedback to Student:
Result  Satisfactory  Not Yet Satisfactory
Assessor’s Signature:

Date:

OBSERVATION/Demonstration
For this assessment you will need to perform the following tasks. These tasks will need to be completed and submitted in a professional, word processed, format. Each task must be 1000 words minimum in length.
The Pitch
The business idea is as follows;
You want to start up a tour business that caters for MAMILs
The idea is that, for a fee, you will arrange cycling tours in desirable (bucket list) locations, e.g.
Tour of Tasmania in warmer months
In the more temperate months offer tours of wine regions such as Barossa and Clair Valleys in SA, or Margaret River Region in WA or Hunter Valley and surrounds in NSW
Tropical tours in the colder months e.g. the Daintree and Port Douglas region, etc.

The tours will accommodate approx. 20-30 cyclists at a time and will be fully supported by your team of tour coordinators and tour support teams.
You will market to MAMILs in your own capital city
You will equip a 6 Metre (20ft) shipping container to safely and securely transport their bicycles and equipment to the starting point for each tour and return everything to a central point back in their capital city at the end of the tour.
It is the responsibility of each MAMIL to drop off and pick up their gear at the central point in your capital city.
The duration of the tours will range from 7-14 days
Preliminary research on your part indicates that MAMILs would be prepared to pay in the range of $3-5K each for a tour.
The model that your tours will follow is;
The MAMILs pay their own travel costs to get to the start point of the tour and their return home at the completion of the tour.
Your tour team will provide a support vehicle to travel with the herd each day of the tour.
The tours will range from budget tours where the herd will stay overnight in camping and caravan parks along the way, through to more up-market tours where they will stay in hotel and or B&B style accommodation.
For the budget tours you propose that your support vehicle provides a BBQ breakfast and evening meal at the camps.

The way you want to set up this new business is to develop a single but successful operation that services MAMILs in your Capital City. When you have the model running successfully you plan to franchise operations nationally and potentially internationally. Your goal is that in five years’ time you will be managing a group of franchises and have both a good income as well as a good work/life balance.
Instructions for groups
Conduct a SWOT analysis on this proposal
Following the SWOT analysis make a determination on the viability of the proposed business. Consideration for your risk management and decide on a “Go” or “No-go” for developing this business
Assuming a “Go”, now your team is to agree on a business name
Now develop a Mission Statement for the business
What is the Vision Statement and develop a draft Values Statement
Now consider the operations and develop a preliminary Organisation Chart, indicating the functional units of the business
Select one functional Unit and develop a draft Management Plan that describes how the Unit will be managed.
List 2 Key Result Areas (KRAs) for the Unit/Team
Develop a draft Operational Plan that will achieve these 2 KRAs. Do not try and develop Operational procedures at this time because it is a very big job, however, make a list of the operations within the Unit that could require clear operating procedures
List resources that you will require the implement your Operational Plan including human resources
Identify any resources that you do not currently have but will be needed to achieve your goal
Outline a strategy for obtaining any identified additional resources including approvals.
Identify key milestones in the implementation of your Operational Plan
Develop a checklist for monitoring the progress and effectiveness of your Operational Plan. Consider some monitoring factors such as;
Progress
Performance
Budget
Outline the features how you could effectively monitor and review the implementation of your Operational Plan.
Develop a list of contingency plans for the operations
Develop a plan to protect intellectual property
After you have completed this activity you will have to hand it in.
project checklist
*Multiple copies of the checklist will need to be printed if the observation is to be observed more than once.
Written Activity Checklist
For this assessment, the student must complete the project. The project is a stand-alone activity that will allow the student to display the required knowledge and skills that are essential when deciding overall competency.
Student’s name:

Assessor’s name:

Did the Student provide evidence of their ability to:
Has the student satisfactorily completed the project?
Yes
No
Conduct a SWOT analysis on this proposal


Following the SWOT analysis make a determination on the viability of the proposed business. Consideration for your risk management and decide on a “Go” or “No-go” for developing this business


Assuming a “Go”, now your team is to agree on a business name


Now develop a Mission Statement for the business


What is the Vision Statement and develop a draft Values Statement


Now consider the operations and develop a preliminary Organisation Chart, indicating the functional units of the business


Select one functional Unit and develop a draft Management Plan that describes how the Unit will be managed.


List 2 Key Result Areas (KRAs) for the Unit/Team


Develop a draft Operational Plan that will achieve these 2 KRAs. Do not try and develop Operational procedures at this time because it is a very big job, however, make a list of the operations within the Unit that could require clear operating procedures


List resources that you will require the implement your Operational Plan including human resources


Identify any resources that you do not currently have but will be needed to achieve your goal


Outline a strategy for obtaining any identified additional resources including approvals.


Identify key milestones in the implementation of your Operational Plan


Develop a checklist for monitoring the progress and effectiveness of your Operational Plan. Consider some monitoring factors such as;


Progress


Performance


Budget


Outline the features how you could effectively monitor and review the implementation of your Operational Plan.


Develop a list of contingency plans for the operations


Develop a plan to protect intellectual property


Feedback to Student:
Result  Satisfactory  Not Yet Satisfactory
Assessor’s Signature:

Date:

Questions
The following questions may be answered verbally with your assessor or you may write down your answers. Please discuss this with your assessor before you commence. Short Answers are required which is approximately 4 typed lines = 50 words, or 5 lines of handwritten text.
Your assessor will take down dot points as a minimum if you choose to answer them verbally.
Answer the following questions either verbally with your assessor or in writing.
What are operational plans used to identify?
What are 5 key performance indicators that relate to your industry?
When preparing a contingency plan what guidelines should you remember?
What may have a detrimental impact on time if not handled correctly?
Who might you consult to obtain approval for an operational plan?
What aspects could be involved in recruiting new staff?
What is triple bottom line reporting?
What is involved in monitoring and reviewing operational performance?
Questions Checklist
Questioning Checklist
The assessor needs to indicate whether they have conducted the questioning as written questions or as verbal questions by ticking the box below.
 Written Questioning
 Verbal Questioning
The assessor must provide evidence with the assessment tool. For written questions, the assessor must provide the student’s original written responses. For verbal questioning, the assessor must provide dot points as a minimum on the student’s responses. For details on how to conduct and contextualise this form of assessment, please refer to the questioning checklist explanation in the assessor guide.
Student’s name:

Assessor’s name:

If questions are answered verbally, the assessor must write detailed answers in the sections provided below. The space below does not indicate the size of the answer anticipated. Keep typing and the space will expand. If answers are recorded separate to this document, they must be attached to the assessment documents.
Satisfactory response
Yes
No
1
What are operational plans used to identify?

2
What are 5 key performance indicators that relate to the hospitality industry?

3
When preparing a contingency plan what guidelines should you remember?

4
What may have a detrimental impact on time if not handled correctly?

5
Who might you consult to obtain approval for an operational plan?

6
What aspects could be involved in recruiting new staff?

7
What is triple bottom line reporting?

8
What is involved in monitoring and reviewing operational performance?

Feedback to Student:
Result  Satisfactory  Not Yet Satisfactory
Assessor’s Signature:

Date: