BSBMGT517 - Operational Plans: Models, Methods, and Achieving Goals

This BSBMGT517 report provides a detailed analysis of operational plans, exploring various models and methods used in their development and implementation. It highlights the significance of budgetary processes, priority settings, and annual strategic reviews in formulating effective operational plans. The report emphasizes the role of SMART objectives (Specific, Measurable, Achievable, Related, and Time-bound) as a key method for planning and executing operational activities, ensuring alignment with organizational goals. Furthermore, it explains how operational plans enable management to follow structured steps throughout the fiscal year, driving progressive achievement of predefined organizational objectives and supporting overall financial and future performance. This document is helpful for students to understand operational plans, and Desklib offers a wide range of similar solved assignments and resources.

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
Assessment Guide
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RTO 21683
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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.
BSBMGT517 Manage operational plan
Assessment Guide
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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
BSBMGT517 Manage operational plan
Assessment Guide
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RTO 21683
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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:
BSBMGT517 Manage operational plan
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RTO 21683
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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
BSBMGT517 Manage operational plan
Assessment Guide
Copyright © Mentor Education Pty Ltd
RTO 21683
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Result and Feedback
Feedback to Student:
Overall Outcome Competent Not yet Competent
Assessor
Signature: Date:
BSBMGT517 Manage operational plan
Assessment Guide
Copyright © Mentor Education Pty Ltd
RTO 21683
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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
BSBMGT517 Manage operational plan
Assessment Guide
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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.
BSBMGT517 Manage operational plan
Assessment Guide
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RTO 21683
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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.
BSBMGT517 Manage operational plan
Assessment Guide
Copyright © Mentor Education Pty Ltd
RTO 21683
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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:
BSBMGT517 Manage operational plan
Assessment Guide
Copyright © Mentor Education Pty Ltd
RTO 21683
11

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.
BSBMGT517 Manage operational plan
Assessment Guide
Copyright © Mentor Education Pty Ltd
RTO 21683
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