Monet Holiday Park Case Study

This case study explores the background of Monet Holiday Park, trans-disciplinary models, project phases, skills developed, and actions taken. It provides insights into the business plan and strategies for the new project. The case study also discusses the challenges faced and the solutions implemented.

University
*** Semester
Case Study:
MONET HOLIDAY PARK
Student Name:
Register Number:
Submission Date:

Table of Contents
1. Background of the Project....................................................................................................................................... 1
2. Trans-disciplinary Models....................................................................................................................................... 4
3. Assessing the Project Phases.................................................................................................................................... 5
4. Skills Developed to Solve the Work-based Problems.................................................................................................6
5. Analyzing and Evaluating the Action you did/did not take with Justifications..........................................................8
6. Learning and Portfolio of Evidence........................................................................................................................ 10
References...................................................................................................................................................................... 13
Appendix....................................................................................................................................................................... 14
Log book.................................................................................................................................................................... 14
Critical Incident Diaries.............................................................................................................................................. 16
Feedbacks................................................................................................................................................................... 16

1. Background of the Project
In this project, Monet Holiday Homes is said to be founded by Penny Moore and Ben
Andrews, who are the main stakeholders and are highly experienced in hospitality and
construction. Monet Holiday Homes contains a guest house and a restaurant. Each year, the
guesthouse’s annual turnover is £350,000 and the profit is £95,000, whereas the restaurant’s
turnover is £150,000 and its profit is £45,000. Ten year back all the start-up loans from the bank
and family was paid. Monet Holdings Ltd has 12 staff where most of them are part-timers. Ben
and Penny have decided to sell both their businesses and create a new Holiday Park with 10 self-
contained log cabins and which will also have facilities for camping. The sale cost of these
businesses is £1,495,000, which will be used as funds for the new project. They expect the Park
to be in the countryside and have a lake.
To help Ben and Penny, Excel Consultancy is required to produce a business Plan for
their new project. Excel consultancy is a global firm with 10 years of experience in delivering
high standard service and support for their clients. The experts holistic approach has lead the
firm to succeed.
After a thorough research, outstanding Kiltarlity holiday lodge dating from the late 1970s
is selected for this project, which is set on nearly 7.5 acres in beautiful rural Inverness-shire. At
present, this Holiday Lodge is fully functional and contains well maintained 15 modern lodges of
different sizes. It was on sale for £1,250,000, but with negotiation the sum of £1,000.000 was
handed to the seller.
The important points expected in this projects are, profit by the third year of investment,
only the sale amount will be used as the budget and the owners do not expect to work in the
business apart from making board decisions.
The group members of this project are:
1) Human Resource Manager
2) Team manager and Financial consultant
3) Operations manager
4) Project coordinator
5) Marketing consultant
6) Strategic consultant
1

PESTEL is used to forecast on staffing (B2U - Business-to-you.com, 2016).
Majority of the staff are EU nationals so we need to bear in mind how Brexit can
influence this. The following are the factors which could affect Monet Holiday Park:
Political Analysis
There must be company’s Staff Handbook, Policies and Procedures. The policies and
procedures must contain all the details related to Health and Safety guidelines, dress code,
general behaviour, sickness and other leave, disciplinary procedures, appraisal and pay reviews.
Economic Analysis
The following factors can occur:
 Skill development and career opportunities
The staff’s skill level in the current market can help to leverage the development of the
Penny and Ben’s business, and it can also help the staff to develop their skills and create
career opportunities for themselves.
 Exchange rate
In Professional Service Firms, depending on the staffing data, the volatile exchange rate
could affect the investment plans of fictional staffing, both in short and long term.
 Impact on competitors
The involvement of government in the development of an organization could affect the
fortunes of the competitors and the fictional staffing.
 Economic Performance of Fictional Staffing
The performance of the staff in the in Organizational Development are closely related
with the country’s economic performance.
 Downward pressure on the spending of consumer
The inequality and stress in the county can have negatively impact on the consumers.
Social Analysis
 The consciousness to have a healthy lifestyle, environment can boost the development as
people today take time and escape from the city’s busy life to the country side.
2

Technological Analysis
Advancement of technology is not yet visible, for managing the staffing data (Blue Ocean
University, 2019).
Environmental Analysis
 Nearly 50% E.U tourist come to Kilarlity Lodge as customers, and with the uncertainty
around Brexit, there is the possibility that the business could get affected.
Legal Analysis
 There can be impact on the business due to the county’s employment law, and there are
be changes to better these laws.
 Data protection laws is a must and it has evolved as a crucial part for both privacy related
problems, including intellectual property rights. The staff must ensure that the country
has effective legal mechanism for protecting from data breach.
 Discrimination laws at workplace is required to provide safe environment for the staff.
 Legal protection of intellectual property, copyrights, patents, and various other rights in
different countries.
 Business Laws procedures followed by the government are consistent based on the World
Trading Organization, European Union and so on, or not.
 Health and safety norms for customers and staff of the country meet or not and the cost
for meeting these norms.
According to poster’s 5 state this business could face the following threats (Jurevicius,
2013):
1) Threat of new entrants.
2) Supplier power
3) Customer power
4) Threat of substitution.
5) Degree of competition.
3

2. Trans-disciplinary Models
In the brief the following are the trans-disciplinary models analyzed- Development,
conceptualization, implementation and translation.
Figure: Trans-disciplinary models (Hall et al., 2012)
The development phase refers to organizing a group of potential collaborators. The
conceptualization phase refers to collaborative teamwork for developing research questions or
hypotheses, a conceptual model, and a research design. The implementation phase refers to
executing the planned research. At last, translation phase refers to moving the transdisciplinary
research findings from one level of analysis to another and across the discovery–development–
delivery for creating innovative strategies to resolve the problems (Hall et al., 2012).
The Belbin's model is considered for this project. Its team roles emphasis and divide the tasks
based on thinking-oriented roles, action oriented roles and people oriented roles. Belbin's
building blocks include functional role (i.e., what we do) and Team role (i.e., how we do it). The
jobs are assigned based on the experience and skills and ensures to contribute to their functional
role. This model helps in creating new teams who are balanced to support the current project. It
suits best for this starter projects.
4

3. Assessing the Project Phases
This section concentration on preparation and implementation. These phases are
evaluated to check their effectiveness.
In general, the plan is prepared stressing on the following to support the proposed business
solution:
1) Financial plan
2) Human resource plan
3) Detailed strategic and operational plan for outlining the implementation in one year.
The following things went are expected as went wrong:
a. Reluctance to travel and affect tourist trade, due to instability in Brexit.
b. Increased competition from other Holiday Parks, B&B and hotels which
offers cheap deals.
c. Business might hinder due to increasing operating costs.
d. The local government regulations might limit the development.
e. The staff and tourist trade might get affected due to uncertainty about
Brexit.
How the issue was resolved and if you decided to change your plan or stick to the initial
plan?
The selection of location is researched and all the problems revolve around the staff and human
resource management. All the above mentioned aspects can decrease the profit. Thus, the initial
plan is changed to work on profit, tourist trade and staff. This issue was resolved with the
following budget plan:
i. The holiday park’s expansion is considered in two to three years.
ii. Need the utilities like gas, water and electric.
iii. Wages
iv. Insurances
v. Miscellaneous (emergency costs)
5

Wages
The Employee Resourcing Strategy is implemented, because the current staff are part-
timers and to motivate them to stay some efforts were necessary. Moreover, the staff are
presently on Scotland Basic Wage £7.38 for aged 21 and over for aged over 25. The proposed
solution incremented the wages of the staff to 2%.
Before taking this decision, the employee and HR are consulted. TUPE Business Transfer
(liaising with ACAS). The recruitment essentials states that the staff must abide by the
employment law, thus despite taking over the present staff, it is important to make necessary
checks such as immigration status, and carry out the references. The new Employment contract
(written statement) should be provided to each staff.
Costs
The aim is to make moderate profit in the initial year. The main costs will be salaries,
fixed over heads and insurances. These expenses can be decreased with the following steps:
a. Searching the cheaper utility providers, which can save nearly 5%, in a span of two
years.
b. Decrease the extra shift worked by the employee with 10%, and this will reduce 1%
expense in wages paid per year.
Keys Goals
Hence, the proposed plan’s keys goals for the coming three years are:
a. To increase the occupancy rate to an annual average of 80%, by the year 2020.
b. The holiday park’s expansion in two to three years.
4. Skills Developed to Solve the Work-based Problems
The identified problem is related to tourist trade, staff and profit. The other problem is
also the passive involvement of the owners in the business. Moreover all their assets are sold to
invest in this project. The passive involvement has to be improved, which means it will help to
make immediate cash flow for the owners, helps to attract new investors, new contacts, good
suppliers, staffs, plants, equipment and stock.
The following are the reasons of this problem:
a. The owners sold out their business and houses.
6

b. Reluctance to travel and affect tourist trade, due to instability in Brexit.
c. Increased competition from other Holiday Parks, B&B and hotels which
offers cheap deals.
d. Business might hinder due to increasing operating costs.
e. The local government regulations might limit the development.
f. The staff and tourist trade might get affected due to uncertainty about
Brexit.
This problem was resolved with a proposed solution and implementation with the help of Excel
Consultancy. This consultancy worked on achieving the following goals on a yearly basis:
1) In the first year, Total = £666125 with an increase of 3% every year.
2) In second year, it plans to increase to £686108.
3) In third year, it plans to increase to £706692.
Financial Forecast
Thus, the following represents the financial forecast:
4) 15 wooden cabins
5) 5 x 2 bedrooms @ £125 per night sleeps 2-4 = £228125
6) 5 x 3 bedrooms @£140 per night sleeps 4-6 = £255500
7) 5 x 1 bedroom @ £100 per night sleeps 2 = £182500
8) Total = £666125 for the first year with an increase of 3 percent every year
9) In second year, it will increase to £686108.
10) In third year, it will increase to £706692.
11) Tentatively there will be 9 workers at an average wage of £22000 each year.
12) 9 worker’s x £22000 = £198000.
13) The man-made lake will cost £40000.
14) Employee pension contribution will cost £660 x 9 = £5940
15) From the first year of investment, having taken into consideration all the wages and
expenses the holiday park hope to make in excess of £422185 before tax.
What was your interaction (was it effective)?
7

Yes, the interaction was effective. Because, with interaction, the business plans and
procedure are planned. The marketing of the product services are established. The experience of
the existing managers and staff are considered to work on this plan to foster continuity. This plan
effectively suits the needs of the owners, Penny and Ben. The unique selling points for the
proposed plan due to its hilly location, duration to travel is just 15 minutes from the lodge, it has
private outdoor, family holiday spot, relaxation spot, disabled access, beautiful sights, easy
access to stores and restaurants, swimming pool with security and has castles to see.
Additionally, lake is constructed which the owners desired to have.
5. Analyzing and Evaluating the Action you did/did not take with
Justifications
This section analyzes and evaluates the actions undertaken and refused with appropriate
justifications
Evaluation
1) The risk management is evaluated.
2) Quality Assurance is evaluated.
3) Marketing Strategy is evaluated.
For ensuring a safe working environment for both the customers and staff, it is necessary
to have risk management procedure. Because, it helps to identify and discard any hazard which
could be threating to the business.
Similarly, the quality assurance must be evaluated to check and maintain the safety
regulations.
Further, the marketing strategy must be evaluated to meet the competitive advantage.
Reflection
Quality Assurance
1) Monet Holiday Park will employ qualified tradespeople to install and maintain equipment
in accordance to safety regulations.
2) Customers will have a 5-Star rating performance.
3) The Holiday Park will provide quality facilities to service users.
4) All employees will attend all mandatory trainings.
8

Marketing Strategy
Monet Holiday Park will aim to promote a very competitive image amongst competitors. It
would constantly survey customers to establish their needs and adjust services and facilities
accordingly. There would be aggressive marketing strategy to be ahead of competitors.
Relatively new goals are set as follows:
a) To increase the Occupancy Rate.
b) To increase the patronage of New Guests.
Risk assessments will be conducted regularly on the following basis:
Risk Area Risk Type Controls
Swimming Pool Drowning and potential
death
Life Guard. Display of rules
and regulation. Insurance, First aid
training for staff
Fire Serious injury and death Fire training for staff, Fire
signs, Staff and Customers to be aware
of evacuation procedure
Security There is the potential of
harm to staff and customers,
theft.
CCTV, Adequate locks on
cabins, Safe for cash and vital
documents like passport
Overhanging
Branches,
uneven ground
surface,
potential flood
Potential injury Ground man to keep grounds
maintained and pruned. Regular
inspection
This helps to inspect their equipment and facilities, to ensure that they are in good
working order. Additionally, their documentation will be checked and updated.
In the risk management process, the managers and staff are asked to attend a basic first
aid course.
9

6. Learning and Portfolio of Evidence
The following skills are learn from this situation:
1) It is necessary to do prior market research.
2) The PESTEL Analysis has a significant role to play.
3) The poster’s 5 must be evaluated for all the projects.
4) Effective team with experience and appropriate skills are essential for the success
of the project.
5) The budget must be estimated and planned accordingly.
6) Human resources must be managed with proper legal laws and agreements to
avoid future problems. For instance, the
7) Staff must be provided with safe working environment, including for the
customers.
8) Risk management procedure must be planned, to discard any hazard which could
cause threat to the business.
9) The arrangement of cash flow must be made earlier to the commencement of the
plans.
10) The location of the business must be researched and evaluated.
11) Quality Assurance
12) Marketing Strategy
13) SWOT Analysis
Portfolio of Evidence
Based on SAQA requirements, “Good” evidence are considered.
1) Valid (it should relate to what is being assessed.)
2) Sufficient (Necessary evidence must be provided for proving the competence.)
3) Current (As much possible it should be recent.)
4) Authentic (The candidate’s real-life work environment, or acceptable environment must
be provided).
Portfolio Index
10

It is required to handle the arch file with the following sections. The sections should be
tagged and numbered as follows:
TAB Index Information
1 Personal Details  Index
 Declaration of Authenticity to be signed at the last.
 Learner’s Information Form
2 (write tab title) (Fill evidence details)
3
Requirements for the Assessment
Self-Assessment helps in reviewing the strategy of assessment. Moreover, it helps to
facilitate enough evidence against the qualification, and helps to reach the Final Assessment.
The Portfolio Checklists assists to structure the portfolios in a friendly assessment approach. It
looks as follows:
1) Task Orientated Portfolio Checklist
No Activity Portfolio Documents Check the
Candidate
Check
the
Assessor
Alignment
A Completed Portfolio of Evidence
Checklist
B Completed Personal Information Form
C Completed Declaration of Authenticity
D Included ID Copy
(evidence is signed with date)
Activity 1: Knowledge
1 1.1 Managing a budget insert SO
nr)
1.2 Contractual capacity
Activity 2: Marketing
11

No Activity Portfolio Documents Check the
Candidate
Check
the
Assessor
Alignment
2 2.1 Quality Assurance
2.2 Marketing strategies
2) Activity Based Portfolio Checklist
Evidence Requirements
As
reference
provide
page nr
Assessor
Checked
A Completed Portfolio of Evidence Checklist
B Completed Personal Information Form
C Completed Declaration of Authenticity
D Included ID Copy
(SO
alignment)
1. Contracts
1.1.(Write instruction or question)
2. Budgeting
2.1 (Write instruction or question)
(SO
alignment)
12

References
B2U - Business-to-you.com. (2016). PESTEL Analysis. [online] Available at:
https://www.business-to-you.com/scanning-the-environment-pestel-analysis/ [Accessed 24 Apr.
2019].
13

Blue Ocean University. (2019). Solved PESTEL: Staffing in Professional Service Firms. [online]
Available at: http://blueoceanuniversity.com/frontpage/pestelcase/11050-fictional-staffing
[Accessed 24 Apr. 2019].
Hall, K., Vogel, A., Stipelman, B., Stokols, D., Morgan, G. and Gehlert, S. (2012). A four-phase
model of transdisciplinary team-based research: goals, team processes, and
strategies. Translational Behavioral Medicine, 2(4), pp.415-430.
Jurevicius, O. (2013). The 5 Powerful Forces that Impact your Profit. [online] Strategic
Management Insight. Available at: https://www.strategicmanagementinsight.com/tools/porters-
five-forces.html [Accessed 24 Apr. 2019].
Appendix
Log book
Facilities
a) Restaurant: (Number of Seats): …………………
b) Coffee Shop: …………………………………
14

c) Banquet: …………………………………
d) Bar: …………………………………
e) NO. OF ROOMS
 Single:
 Double:
 Suite:
 Any other:
Extra Facilities
a) Health Club:
b) Swimming Pool:
c) Others:
Charging depends on: Fixed Time/24 Hours./Night Basis
Tariff Structure:
Tax Structure
i. Taxes: ………………………………………………. ……….
ii. Service Charge: ……………………………………………....
Credit Cards Accepted: …………………………………………..
Billing Methods: Manual / Computer / NCR
ORGANIZATION STRUCTURE
1) Manager: ……………………………………………….
2) F & B Manager: ……………………………………………….
3) Chef Executive: ……………………………………………….
4) Front Office Manager: ……………………………………………….
5) House Keeper: ……………………………………………….
6) Engineer (Maintenance): ……………………………………………….
15

ORGANISATION CHART OF THE HOTEL
DATE:
DAY:
SHIFT-TIME:
DEPARTMENT:
WORKING AREA:
PERFORMED WORK:
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
Name &Signature: __________________________________________________
Designation: __________________________________________________
Critical Incident Diaries
Security issues at swimming pool.
Feedbacks
Travellers’ rating (Very Good or Excellent) in Trip Advisor are 90% or above
Customer complaints are amicably resolved.
16
Stake
Holders
Manager/s
House
keepers Maintenance