BSBMGT517 Manage Operational Plan Assessment Guide

This assessment guide provides information on the assessment process for BSBMGT517 Manage Operational Plan unit. It covers the role of operational plan in achieving organizational objectives, models and methods for operational plans, budgeting process used by organizations, and alternative approaches to developing key performance indicators. The guide also explains the assessment methods used and the format for assessments.

BSBMGT517 MANAGE OPERATIONAL PLAN
ASSESSMENT GUIDE

ASSESSMENT 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
BSBMGT517 Manage operational plan
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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.
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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 = 1
3of a foolscap page
Brief Report
500 words = 1 page typed report, or
50 lines of handwritten text = 1 1
2foolscap 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
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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.
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:
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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
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Result and Feedback
Feedback to Student:
Overall Outcome Competent Not yet Competent
Assessor
Signature: Date:
BSBMGT517 Manage operational plan
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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.
1. Describe models and methods for operational plans.
The relevant model for the operation plan is simple where the organization will use
budgetary process, Priority settings and Annual strategic review and update process
to formulate the operational plan. Furthermore, the SMART objectives can be used
as the method for the operational plan of the business which would eventually help
in determining the level of activities that is needed within the organization.
Moreover, the operational plan could be effectively planned with the help of SMART
objectives, Which might allow the organization to prepare an adequate operational
plan that my support their financial and future objective. The smart objectives
relatively comprises of Specific, measurable, achievable, related, and time frame.
2. Explain the role of an operational plan in achieving the organisation’s objectives.
The operational plan adequately allows the organization to achieve the objective
which is predefined, as it eventually allows the organization to conduct activities
that might support their future performance. Operational plan directly allows The
management to follow certain steps during the fiscal year which are considered the
progressive steps towards the achievement of organizational objectives. moreover
the operational plan reduces the chance of resource wastage and increases
efficiency of the workforce who are directly aiming to achieve the desired objective.
The operational plan also allows the management to detect the financial
commitments and the tenure which will be required to complete the task for
achieving the defined objective.
3. Explain at least one budgeting process used by your organisation.
Budgeting process is an efficient way to ensure the organization for achieving
minimal expenses, while allowing them to maximize their profits. Furthermore, the
use of zero based budgeting process has adequately allowed the organization to
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minimize the expenses of activities that don't contribute to the profitability. the zero
based budgeting process has relatively help in detecting the activities that are
essential for the organization while maximizing the output and minimizing any kind
of extra cost which light in car to complete the production process. This type of
measure would eventually help the organization to maximize the level of output
from their investment, while generating higher productivity and revenues.
4. List the alternative approaches to developing key performance indicators to meet
business objectives.
The alternative approaches that can be used by the organization for developing the
key performance indicators is by minimizing the overall cost of production,
improving the productivity level and raising brand awareness within the customers.
The above identified approaches that can be used by the organization would
eventually help in developing a key performance indicator where the organization
could minimize the extensive costings of the production process and compete in the
market providing them an Upper Hand against their peers. Moreover, the
improvement in productivity level by motivating the employees could also help in
increasing productivity of the organization which can be considered an adequate
key performance indicator in future. Lastly the improvements in the advertisement
and brand awareness method could also be an effective key performance indicator
with customers would be luring in additional customers just because of the brand
name.
5. Outline the legislative and regulatory context relevant to the operational plan of
your organisation.
The specific regulations and legislation that needs to be taken into consideration by
the organization in contacts with the operational plan. Mandatory standards
regulation 380/04 is mainly used by the organization in conducting the overall
operational plan.
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6. Outline your organisation’s policies, practices and procedures that directly relate to
the operational plan.
The organizational policies to maintain adequate operational conditions, which can
eventually support the productivity conditions and profitability of the organization.
Moreover, the organization practices frequent evaluations and Monitoring process
which helps in detecting any kind of loopholes in the operational process that might
Hinder productivity of the company. Lastly, the organization uses adequate
operational procedures such as zero based budgeting process to support the
productivity conditions, while developing an adequate budget that might reduce
excessive wastage of essential resources. Therefore the main policy of the
organization is to increase productivity by reducing cost and increasing efficiency of
the employees. This would adequately help in generating high level of revenues
from operations.
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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:
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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.
o Tour of Tasmania in warmer months
o 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
o 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;
o 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.
o Your tour team will provide a support vehicle to travel with the herd each day of
the tour.
o 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.
o For the budget tours you propose that your support vehicle provides a BBQ
breakfast and evening meal at the camps.
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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
1. Conduct a SWOT analysis on this proposal
The swot analysis of the business creatively helps in detecting the level of strength,
weaknesses, thread and opportunity that is presented to the business plan. From the evaluation
it could be detected that there are certain strength allowing the business plan to flourish, as
the proposal aims in targeting to tourist who are interested in cycling. This is one of the
Unique business ideas which can allow the proposal to generate higher revenues in the long
run. However, there are certain limitations, which can be detected as weakness for the
business proposal, as it only targets twist that are willing to travel from one spot to another in
a cycle. This unique tourism activity cannot retract high end customers, as tourist’s aims to
increase their experience and not traumatized them with physical pain.
Nevertheless, the business prospect relatively has opportunity to attract numerous athletic and
other physically fit tourists which can help in increasing revenues in the long run. The
business plan is relatively viable which can allow the company to effectively increase their
exposure in the tourism industry by providing a unique idea for the tourist. However, the
major threat of the business proposal is from the Limited tour plan that can be provided to the
tourist, which might reduce customer attraction capability and hamper revenues of the
business.
2. 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
After validating the swot analysis it could be identified that the proposed business is relatively
risky in nature, where the target of the business plan is narrow. This would directly hamper
the capability of the business to continue in long run is adequate changes are not
implemented. Hence, under the consideration of the risk management the project is a no-go.
3. Assuming a “Go”, now your team is to agree on a business name
The business name for the Proposal Plan is Tour on Cycle
4. Now develop a Mission Statement for the business
The major milestone for the business is to complete beta program for at least 200 people
within the time frame of 1 year. The second milestone for the business is the acquisition of
more tourist routes, which can be eventually help in attracting more customers and generate
higher revenues. The third milestone for the business plan is to increase the number of Cyclist
in a group from 20-30 to 50-60, which will help in increasing revenues for the company. The
fourth milestone for the organisation is to raise the level of advertisements which could attract
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additional tourist to the vicinity of the organisation.
5. What is the Vision Statement and develop a draft Values Statement
The vision statement for the business plan is to increase the organisational activity for
attracting new customers and generating higher revenues over the period of time. The vision
statement directly indicates the different methods and strategies that can be used currently for
increasing the revenues and attracts more customers in future.
The value statement relatively indicates a list of basic values and principles are the
organisation needs to operate on a daily basis. From the evaluation of the business plan it
could be understood that the mean value statement of for the proposal is to provide higher
customer service and increase experience of the customers on each tour. This would
eventually help in attracting more customers while reducing the chance of dissatisfying the
customer.
6. Now consider the operations and develop a preliminary Organisation Chart, indicating
the functional units of the business
The functional unit of the business is a relatively linked with different operations that needs to
be conducted by individuals to fulfil the requirements of the production needs. Firstly, an
attitude advertisement and marketing individual needs to be present within the business who
will contemplate different strategies to attract more customers. Furthermore, an adequate
finance department individual needs to be listed in the organisation which might help in
detecting the level of expenses and income that is conducted in each year. The tour cyclist
and tour coordinator is also required within the business. Lastly, some of the workers need to
be employed to provide support to the overall operations of the business.
7. Select one functional Unit and develop a draft Management Plan that describes how the
Unit will be managed.
One of the functional units for the business plan is the cyclist tour, which needs to be
conducted with an adequate management plan. Firstly, adequate tourist needs to be detected
who are willing to complete the cyclist tour. Secondly the financial department would
eventually protect the level of expenses that is being required in the overall to in comparison
to the revenues that is generated from the tourist. The third part is to provide relevant
equipments, which is mainly required by the tourist for completing their overall trip.
Therefore, with the draft plan the overall functional unit can be managed.
8. List 2 Key Result Areas (KRAs) for the Unit/Team
The key result area that can be identified For a new business is the conditions where they can
generate higher revenues from operation and attract more tourists into their vicinity. The key
result area such as higher revenues needs to be evaluated for the new business without
adequate revenues the business would not be sustained for a longer period. The second key
result for the business is the attraction of more customers as the organisation needs customers
to conduct their operations smoothly and generate adequate revenues to support the
endeavour.
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9. 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
The development of operation plan can be conducted for achieving both the identified KRAs,
which can eventually help in improving the level of operations that can generate higher
revenues over the period of time. Before using an adequate advertisement plan would
eventually help in attracting adequate customers which are willing to pay for the tour
package. Moreover, this advertisement plan would eventually help in Attracting the adequate
level of customers to support the revenues and operations of the organisation. The use of
adequate advertisements and lucrative offers can be conducted by the organisation to attract
more customers and fill the tour events.
10. List resources that you will require the implement your Operational Plan including
human resources
The use of adequate resources such as employing a marketing individual, who will be able to
increase the presence of the organisation in the tourism industry.
11. Identify any resources that you do not currently have but will be needed to achieve your
goal
The other resources such as high end cycles, equipment gear and Adequate marketing plan is
needed for achieving the targeted goal. With the help of adequate resources the organisation
can improve the level of Operations and generate higher revenues over the period of time.
These resources can eventually help in improving the brand image of the organisation and
attract more customers which will increase the tourist events.
12. Outline a strategy for obtaining any identified additional resources including approvals.
The relevant additional resources can be obtained by improving the revenue generation
capability of the organisation and buying new equipments for the tour process. Moreover,
equipments could also be acquired by adequately acquiring sponsorship from different
equipment providers which can eventually help in improving the level of productivity of the
tour.
13. Identify key milestones in the implementation of your Operational Plan
Major key milestones in the implementation of the operational plan are the increasing revenue
generation capability of the organisation. The rising revenues can be considered as one of the
major milestone, which will enable the organisation to instigate different operations that can
generate higher avenues in future. The increment in customer retention capability and
customer base would eventually be the second milestone for the operational plan which will
allow the organisation to successfully complete the tour packages. These two milestones need
to be achieved by the organisation body quickly supporting the operational plan and
generating higher revenues from operations in the long run.
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14. Develop a checklist for monitoring the progress and effectiveness of your Operational
Plan. Consider some monitoring factors such as;
a. Progress
b. Performance
c. Budget
Checklists will relatively comprise of the progress report of the operational plan that needs to
be considered and monitored on each step. After the progress report the performance
condition of the organisation will be considered An essential tool which will allow the
organisation to detect the overall activity conditions of their operational plan. Lastly, the
budget conditions of the proposed plan would eventually allow the organisation to determine
the overall capital that is needed for completion of the operational plan. Therefore, adequate
monitoring of the following measures would eventually help in detecting whether the
operational plan is successful or not.
15. Outline the features how you could effectively monitor and review the implementation
of your Operational Plan.
The features that could be used for effectively monitoring and reviewing the implementation
of the operational plan, where any kind of changes that is required for the completion of the
plan can be altered. Certain features can be altered such as implementation of the
advertisement plan for Attracting more customers into their vicinity
16. Develop a list of contingency plans for the operations
There is a certain contingency plan that can be developed for the operations where the cyclist
tour could be altered to different tourism plans, which can eventually help in generating
higher revenues for the organisation. This Contingency plan would eventually help in
minimising the risk attributes of the overall business plan and allow the organisation to target
both the normal tourist and cyclist tourist.
17. Develop a plan to protect intellectual property
The use of patent and other copyright measures and eventually help in protecting the
intellectual property of the business plan. however, the whole business plan cannot be
protected if there is an alteration or some kind of money was used by the competitors in the
market. However, with the help of patent and copyright measures the intellectual property can
be protected over a period of time.
After you have completed this activity you will have to hand it in.
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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


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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:
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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.
1. What are operational plans used to identify?
Operational plans are used for identifying the current conditions of the organization
which can help them improve productivity in future. Moreover the operation plan
also allows the organization to detect the financial requirements, which is needed to
complete the operational plan and meet the organizational objectives.
2. What are 5 key performance indicators that relate to your industry?
The key 5 performance indicator related to the industry is customer acquisition cost,
customer retention, referral rate, cost of goods sold, and Customer satisfaction. The
identified key performance indicators are relatively related to tour and activity
providers industry. This could eventually allow the organization to detect their
current key performance indicators.
3. When preparing a contingency plan what guidelines should you remember?
The major guideline that needs to be followed in the contingency plan is that a
failure in one area would diminish the quality of the contingency planning process
and result. Hence, the organization needs to comply fully with the contingency plan,
which can help in improving efficiency of the plan and provide adequate results.
4. What may have a detrimental impact on time if not handled correctly?
There are certain measures that can have detrimental impact on the operations of
the cycling to a business, which are reduce customer satisfaction, rising prices and
unwanted tour packages. This can have detrimental impact on the performance of
BSBMGT517 Manage operational plan
Assessment Guide
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RTO 21683
19

the organization if not handled correctly.
5. Who might you consult to obtain approval for an operational plan?
The operational plan will need approval of the Management the CEO, financial head
and the managers, as they will evaluate the plan in accordance with the current
operational condition of the company. The identified persons need to improve the
operational plan, as it is essential for them to evaluate the possibility of the
operational plan to be successful in future.
6. What aspects could be involved in recruiting new staff?
The aspect of adequate qualification, experience and Motivation for the tour
industry would be effective in recruiting new staff. the new stuff needs to have
adequate experience in the industry which would help the organization to improve
their operational capability, while increasing customer satisfaction level.
7. What is triple bottom line reporting?
Triple bottom line is an accounting Framework, which has three parts known as
financial, social, and environmental that allows the organization to evaluate the
current condition. The organization directly uses the triple bottom line method to
evaluate the performance in a broader perspective which helps them to create
business value and determine the future prospects.
8. What is involved in monitoring and reviewing operational performance?
The overall revenue generation capability, and customer satisfaction condition of
the organization is relatively involved in the operational performance of the
company. These factors would eventually help in monitoring and reviewing the
current conditions, which can improve customer satisfaction and in turn generate
higher revenues for the organization.
BSBMGT517 Manage operational plan
Assessment Guide
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RTO 21683
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BSBMGT517 Manage operational plan
Assessment Guide
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RTO 21683
21

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?
BSBMGT517 Manage operational plan
Assessment Guide
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 
8
What is involved in monitoring and reviewing operational performance?
 
Feedback to Student:
Result  Satisfactory  Not Yet Satisfactory
Assessor’s Signature: Date:
BSBMGT517 Manage operational plan
Assessment Guide
Copyright © Mentor Education Pty Ltd
RTO 21683
23