BSBMGT517: Managing Operational Plan - Task 2 Report: Action Plan

This report presents an analysis of an operational plan, encompassing various aspects such as financial and budgetary reviews, productivity assessments, and employee performance evaluations. It includes detailed action plans with specific milestones, responsible parties, and required resources. The report also features a performance management plan with key performance indicators (KPIs), areas of concern, and success indicators, along with a coaching plan utilizing the GROW model to address employee development. Furthermore, it outlines an operational plan with objectives, departmental responsibilities, and performance status indicators. The report concludes with a risk plan update, general comments, and a role-playing scenario showcasing effective communication and problem-solving strategies within an organizational context, all supported by relevant references.

Running head: BSBMGT517 MANAGE OPERATIONAL PLAN: ASSESSMENT TASK 2 1
BSBMGT517 Manage operational plan: Assessment Task 2
(Author’s name)
(Institutional Affiliation)

BSBMGT517 MANAGE OPERATIONAL PLAN: ASSESSMENT TASK 2 2
Task 2
Appendix Two: Action plan
Milestone: Action or objective Date to be
completed
To be done
by
Resources
required
The Financial and Budgetary review
 Budget preparation
 Receipt monitoring.
 Restructure and negotiate budgets.
 Budget implementation (Lee, 2011).
30th Jan 2018 CFO Financial
statements from
management.
Productivity review
 Identify the non-financial items in organization. E.g.
Quality of products and speed of response.
 Look at other external business items such as
satisfaction of customers and preference of products
(Mihanović, 2016).
 Focus on the satisfaction, retention and succession of
the employees
30th Jan 2018 Human
resource
manager
Appraisal
documents and
reports
Performance of employees with regard to the performance
policies by the management.
 Assess employee performance through self-
assessment tools.
 Regular Performance review of employees
30th Jan 2018 All
managers
of the
different
teams
Reports and
material sources

BSBMGT517 MANAGE OPERATIONAL PLAN: ASSESSMENT TASK 2 3
Achievement of the objectives and performance with
comparison to the set target.
 Build key performance indicators.
 Build measurement and monitoring programs like
reports from the finance, surveys and interviews
(Amuna, 2016).
30th Jan 2018 General
manager
Reports, survey
data and
interview
reports.
Monitoring dates of the operations
 Track operations after every 3 months
1st April 2018 General
manager
Reports
Monitoring the resources
 Track the resource availability and consumption
1st April 2018 General
manager
Resource
records.
Reporting of progress and operations every 3 months to the
General manager.
 Holding meetings with team members regularly
(Keshvari, 2015).
1st April 2018 All
managers
of the
different
teams
Reports from the
secretary of the
meetings.
Management of the online employees and record lodgment
with the Human resource manager.
 Perform assessments regularly.
1st April 2018 General
manager
and the
Human
resource
manager
Reports and
records from all
departments.

BSBMGT517 MANAGE OPERATIONAL PLAN: ASSESSMENT TASK 2 4
Appendix three: Performance management plan.
Name of employee: LEE
WATERS
Managed by: RIZ MEHRA,
Chief Financial Officer
Review duration: Every 3
months
Operations plan
references
Areas of concern Success
indicators
Due
duration
Report
Employee training The online service speed Time need to be
decreased to less
than 10 minutes
as compared to
the now 20
minutes.
2-4 months At end of every
three months in
a financial year.
The standard/quality of
online services
Mistake errors
should be 1/100
and not 1/10 as it
is now.
3-7 weeks
Satisfaction of
consumers
Finances Target of sales
should be at
30,000 dollars
and not 20,000
After half a
year
At end of every
three months in
a financial year.

BSBMGT517 MANAGE OPERATIONAL PLAN: ASSESSMENT TASK 2 5
dollars
Mandatory requirements Professionalism Two hours of
training each
month need to be
done.
After half a
year
At end of every
three months in
a financial year.
Customer interaction Standard and quality of
services (Chaiprasit,
2017).
Research
completion on the
target market.
After 3
months
Sales increase Standard and quality of
services
Target of the sales After half a
year
Comments from Manager:
I approve
Signature:
Date: 21st April 2018
Employee comments:
I am willing to adopt and adapt new strategies.
Signature:
Date: 21st April 2018
Appendix four: The coaching plan (The GROW MODEL)

BSBMGT517 MANAGE OPERATIONAL PLAN: ASSESSMENT TASK 2 6
Name of Employee:
LEE WATERS
Name of Coach:
VIOLETA HOYOS
Date to conduct session: 1st Mar 2018
Questions asked
Goal ( objective) What are some of the things you wish to accomplish?
What are the adjustments you wish to make?
What do you want to achieve?
Reality What is letting you down?
What are some of the strategies you have used?
What is affecting your work progress?
Options(alternatives) (Ahrens, 2012). What are some of your alternatives considered?
Who can you approach for assistance?
What conflicts are you facing?
Will How are you going to push on?
What do you need to help yourself?

BSBMGT517 MANAGE OPERATIONAL PLAN: ASSESSMENT TASK 2 7
What are some of the barriers towards your progress?
Appendix five: The Operational plan
The Operational plan
Goal or
objective of
plan
Objectives of the plan Department Done by
E-commerce
implementation
 Website redevelopment.
 Training and employee
recruitment (Yee, 2015).
 Target achievement.
 Budget adhering.
 Timeline achievement
Operations The director of project
KPIs Status currently
(Amber, green or
Remarks

BSBMGT517 MANAGE OPERATIONAL PLAN: ASSESSMENT TASK 2 8
red)
Performance of new staff in the
first 6 months
Green Performance is improving.
Achieve 20.0% profit increase
each year
Green There was a 22.20% profit increase as compared to
the previous year.
Deviation of budget finances Green Focus on the planned budget (Olhager, 2013).
Improve time of process Red Time lines should be set and meeting with the CEO
should be held.
Projects completion on time Green At least 80.0% of company’s projects have been
completed (Fransoo, 2010).
Key action plan
Action Completions Remarks
Identify loyal clients Make a database of over 1,000 loyal
clients
Sales and marketing team is
in charge to ensure this is
done (Babafemi, 2015).
We are almost completing.
Build main theme for web pages Our updated web pages are more
apprehending.
All team members are doing
excellent in creating the web
pages.

BSBMGT517 MANAGE OPERATIONAL PLAN: ASSESSMENT TASK 2 9
Risk plan update
Risk Plan Remarks
Employee not trained Review employee level of
advancement.
Motivate employees
Review budget Communicate effectively with
the finance department (Guo,
2015).
Company’s expenditure should
not be more than 10.0% of the
budget.
Customers not satisfied Receive comments from clients
by creating a feedback handle
on the webpages
Marketing team must solve the
issues.
Acquire less profits than
expected
Target setting of every month
and customer motivation
(Chaiprasit, 2017).
Bonuses to employee if targets
are hit.
The General comments
The company ought to focus on the set targets and work extra hard to reach the desired goals and
objectives.
The projects installed must have a positive impact to the customers and the employees as well. They
should be accepted by the entire community (Grant, 2012).
Evaluating of the costs incurred during production, for a specific product helps obtain a general
overview of the type and kind of product being sold (Keshvari, 2015). It also helps determine amount

BSBMGT517 MANAGE OPERATIONAL PLAN: ASSESSMENT TASK 2
10
of profits earned from the products. This is essential in determining how to outdo competitors.
Some of the suggestions that lead to improvements in the company include the following:
 Robust marketing strategy that helps determine the potential clients in the market.
 Initiate training programs for all employees to help improve their services and know their tasks
in the organization (Mihanović, 2016).
 Initiate other inventory time management systems that help reduce time wastage and
overstocking.
Coaching of employee
Coach: Hallo, Good afternoon?
Lee: Afternoon too. I think we have an appointment.
Coach: Yah, we do. I am currently a consultant to your company and was just going through your
performance records and data (Lee, 2011). You are not that bad at all, I can see you will improve in
future. I am here to try talk and understand your current situation.
Lee: Good, please let’s talk.

BSBMGT517 MANAGE OPERATIONAL PLAN: ASSESSMENT TASK 2
11
Coach: Okay, do you really understand your goals?
Lee: No, the Human resource manager said that he would help (Grant, 2012).
Coach: Good to know that, how do you view yourself as a team member?
Lee: I think am the best.
Coach: Hmmh, why?
Lee: I have a low rate in making errors, high speed and high target achievement of sales as compared
to the others (Fransoo, 2010).
Coach: okay, As I can see here, all that is still under the performance targets set by the company.
Lee: Yah, I think….
Coach: What is the reason then?
Lee: Okay, I think this is because of lack of experience in this particular field (Amuna, 2016). Also, I
did not have time to take part in the training programs since I had a lot of pressure from work.
Coach: So, you need training? Or what else?
Lee: I actually need training. I am sure that this will help me understand my job roles and
responsibility and help me deliver to customers in more efficient way (Yee, 2015).
Coach: So what type of training do you need?
Lee: I need Job training.
Coach: Okay then, this is going to be arranged on the first day of operation in the coming month
(Ahrens, 2012).
Lee: Thanks, I appreciate it.
Role playing with the General Manager.
Consulting the Operations Manager

BSBMGT517 MANAGE OPERATIONAL PLAN: ASSESSMENT TASK 2
12
Jun: Hallow Chen, Good Morning?
Chen (Operations manager): Good morning to you too.
Jun: I wanted to report and try talk to you about performance monitoring of employees and the
organization at large (Babafemi, 2015).
Chen: It’s okay, please go on.
Jun: I have done several reviews and was able to find that due the employees and design of jobs,
communication and quality of services in the organization have really gone down (Guo, 2015).
Chen: What? What of the entire organization, how is the performance?
Jun: The company has encountered a large overrun of the budget, this was due to wastes, overtime and
overstocking (Olhager, 2013). These will eventually lead to a complete failure and lead to low sales
than the targeted.
Chen: What are some of the recommendations you are proposing?
Jun: We should initiate Job training programs to all employees. This will help them understand their
roles.
Chen: Okay, I will consult the Human resource manager.
Jun: we should also initiate the robust marketing program, since this helps identify potential clients.
Chen: Okay.
Jun: Lastly, we should initiate time management policies that help deliver inventories at a faster rate
and reduces wastes as well as overstocking (Keshvari, 2015).
Chen: Okay.
Jun: I will send you additional information on this in a report soonest.
Chen: That will be great.
Jun: Good, Thank you so much.
Chen: Welcome.

BSBMGT517 MANAGE OPERATIONAL PLAN: ASSESSMENT TASK 2
13
References
Ahrens, G. M. (2012). How and why do managers use coaching skills? Australia: University of
Wollongong.
Amuna, M. A. (2016). Strategic and Operational Planning As Approach for Crises Management
Field Study on UNRWA . Information Technology & Electrical Engineering, 44-50.
Babafemi, I. D. (2015). Corporate Strategy, Planning and Performance Evaluation: A Survey of
Literature. Journal of Management Policies and Practices, 44-48.
Chaiprasit, K. N.-N. (2017). Performance management in SME high-growth sectors and high-
impact sectors in Thailand. International Journal of Engineering Business Management,
6-17.
Fransoo, Y. B. (2010). Implications of outsourcing on operations planning: findings from the
pharmaceutical industry. International Journal of Operations & Production
Management, 1059-1079.