Comprehensive Review of UNIT 5: Planning and Controlling Performance
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AI Summary
UNIT 5 delves into the strategic processes involved in planning and controlling business performance. It begins by underscoring the importance of aligning individual and departmental activities with broader organizational objectives through a detailed analysis of performance management systems. The unit introduces various models that aid managers in setting realistic targets, using Key Performance Indicators (KPIs) to measure success against these benchmarks. A critical aspect discussed is how operational constraints such as staffing levels and resource procurement can impact planning effectiveness. Furthermore, the unit emphasizes continuous improvement strategies, suggesting a holistic approach to integrated performance management which includes planning, budgeting, forecasting, and reporting. The unit concludes by differentiating between outputs (products/services generated) and outcomes (actual changes realized), stressing that outcomes may not always align with initial objectives. Ultimately, UNIT 5 provides a comprehensive framework for understanding how effective performance control can lead to enhanced business efficiency and achievement of long-term organizational goals.

Essay
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Table of Contents
Essay...........................................................................................................................................1
INTRODUCTION...........................................................................................................................1
UNIT 11...........................................................................................................................................1
1.1................................................................................................................................................1
1.2................................................................................................................................................1
1.3................................................................................................................................................1
1.4................................................................................................................................................2
1.5................................................................................................................................................2
UNIT 15...........................................................................................................................................2
TASK 1............................................................................................................................................2
1.1................................................................................................................................................2
1.2................................................................................................................................................3
1.3................................................................................................................................................3
1.4................................................................................................................................................3
1.5................................................................................................................................................4
1.6................................................................................................................................................4
1.7................................................................................................................................................4
TASK 2............................................................................................................................................4
2.1................................................................................................................................................4
2.2................................................................................................................................................4
2.3................................................................................................................................................4
2.4................................................................................................................................................5
2.5................................................................................................................................................5
2.6................................................................................................................................................5
2.7................................................................................................................................................5
TASK 3............................................................................................................................................5
3.1................................................................................................................................................5
3.2................................................................................................................................................6
3.3................................................................................................................................................6
Essay...........................................................................................................................................1
INTRODUCTION...........................................................................................................................1
UNIT 11...........................................................................................................................................1
1.1................................................................................................................................................1
1.2................................................................................................................................................1
1.3................................................................................................................................................1
1.4................................................................................................................................................2
1.5................................................................................................................................................2
UNIT 15...........................................................................................................................................2
TASK 1............................................................................................................................................2
1.1................................................................................................................................................2
1.2................................................................................................................................................3
1.3................................................................................................................................................3
1.4................................................................................................................................................3
1.5................................................................................................................................................4
1.6................................................................................................................................................4
1.7................................................................................................................................................4
TASK 2............................................................................................................................................4
2.1................................................................................................................................................4
2.2................................................................................................................................................4
2.3................................................................................................................................................4
2.4................................................................................................................................................5
2.5................................................................................................................................................5
2.6................................................................................................................................................5
2.7................................................................................................................................................5
TASK 3............................................................................................................................................5
3.1................................................................................................................................................5
3.2................................................................................................................................................6
3.3................................................................................................................................................6

UNIT 19...........................................................................................................................................6
1.1................................................................................................................................................6
1.2................................................................................................................................................6
1.3................................................................................................................................................6
1.4................................................................................................................................................7
1.5................................................................................................................................................7
1.6................................................................................................................................................7
3.2................................................................................................................................................8
UNIT 55...........................................................................................................................................8
TASK 1............................................................................................................................................8
1.1................................................................................................................................................8
1.2................................................................................................................................................8
1.3................................................................................................................................................8
1.4................................................................................................................................................8
TASK 2............................................................................................................................................9
2.1................................................................................................................................................9
2.2................................................................................................................................................9
2.3................................................................................................................................................9
2.4................................................................................................................................................9
TASK 3............................................................................................................................................9
3.1................................................................................................................................................9
3.2..............................................................................................................................................10
3.3..............................................................................................................................................10
3.4..............................................................................................................................................10
3.5..............................................................................................................................................10
3.6..............................................................................................................................................10
TASK 4..........................................................................................................................................10
4.1..............................................................................................................................................10
4.2..............................................................................................................................................11
UNIT 65.........................................................................................................................................11
TASK 1..........................................................................................................................................11
1.1................................................................................................................................................6
1.2................................................................................................................................................6
1.3................................................................................................................................................6
1.4................................................................................................................................................7
1.5................................................................................................................................................7
1.6................................................................................................................................................7
3.2................................................................................................................................................8
UNIT 55...........................................................................................................................................8
TASK 1............................................................................................................................................8
1.1................................................................................................................................................8
1.2................................................................................................................................................8
1.3................................................................................................................................................8
1.4................................................................................................................................................8
TASK 2............................................................................................................................................9
2.1................................................................................................................................................9
2.2................................................................................................................................................9
2.3................................................................................................................................................9
2.4................................................................................................................................................9
TASK 3............................................................................................................................................9
3.1................................................................................................................................................9
3.2..............................................................................................................................................10
3.3..............................................................................................................................................10
3.4..............................................................................................................................................10
3.5..............................................................................................................................................10
3.6..............................................................................................................................................10
TASK 4..........................................................................................................................................10
4.1..............................................................................................................................................10
4.2..............................................................................................................................................11
UNIT 65.........................................................................................................................................11
TASK 1..........................................................................................................................................11
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1.1..............................................................................................................................................11
1.2..............................................................................................................................................11
1.3..............................................................................................................................................11
1.4..............................................................................................................................................12
1.5..............................................................................................................................................12
1.6..............................................................................................................................................12
1.7..............................................................................................................................................13
1.8..............................................................................................................................................13
1.9..............................................................................................................................................13
TASK 2..........................................................................................................................................13
2.1..............................................................................................................................................13
2.2..............................................................................................................................................13
2.3..............................................................................................................................................14
2.4..............................................................................................................................................14
2.5..............................................................................................................................................14
2.6..............................................................................................................................................14
2.7..............................................................................................................................................15
TASK 3..........................................................................................................................................15
3.1..............................................................................................................................................15
3.2..............................................................................................................................................15
3.3..............................................................................................................................................15
3.4..............................................................................................................................................15
3.5..............................................................................................................................................16
3.6..............................................................................................................................................16
TASK 4..........................................................................................................................................16
4.1..............................................................................................................................................16
4.2..............................................................................................................................................16
4.3..............................................................................................................................................16
4.4..............................................................................................................................................17
4.5..............................................................................................................................................17
4.6..............................................................................................................................................17
1.2..............................................................................................................................................11
1.3..............................................................................................................................................11
1.4..............................................................................................................................................12
1.5..............................................................................................................................................12
1.6..............................................................................................................................................12
1.7..............................................................................................................................................13
1.8..............................................................................................................................................13
1.9..............................................................................................................................................13
TASK 2..........................................................................................................................................13
2.1..............................................................................................................................................13
2.2..............................................................................................................................................13
2.3..............................................................................................................................................14
2.4..............................................................................................................................................14
2.5..............................................................................................................................................14
2.6..............................................................................................................................................14
2.7..............................................................................................................................................15
TASK 3..........................................................................................................................................15
3.1..............................................................................................................................................15
3.2..............................................................................................................................................15
3.3..............................................................................................................................................15
3.4..............................................................................................................................................15
3.5..............................................................................................................................................16
3.6..............................................................................................................................................16
TASK 4..........................................................................................................................................16
4.1..............................................................................................................................................16
4.2..............................................................................................................................................16
4.3..............................................................................................................................................16
4.4..............................................................................................................................................17
4.5..............................................................................................................................................17
4.6..............................................................................................................................................17
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4.7..............................................................................................................................................17
UNIT 73.........................................................................................................................................18
TASK 1..........................................................................................................................................18
1.1..............................................................................................................................................18
1.2..............................................................................................................................................18
1.3..............................................................................................................................................18
1.4..............................................................................................................................................18
1.5..............................................................................................................................................18
1.6..............................................................................................................................................19
TASK 2..........................................................................................................................................19
2.1..............................................................................................................................................19
2.2..............................................................................................................................................19
2.3..............................................................................................................................................19
TASK 3..........................................................................................................................................19
3.1..............................................................................................................................................19
3.2..............................................................................................................................................20
3.3..............................................................................................................................................20
3.4..............................................................................................................................................20
3.5..............................................................................................................................................20
3.6..............................................................................................................................................20
TASK 4..........................................................................................................................................20
4.1..............................................................................................................................................20
4.2..............................................................................................................................................21
4.3..............................................................................................................................................21
4.4..............................................................................................................................................21
4.5..............................................................................................................................................21
4.6..............................................................................................................................................21
CONCLUSION..............................................................................................................................21
REFERENCES..............................................................................................................................22
UNIT 73.........................................................................................................................................18
TASK 1..........................................................................................................................................18
1.1..............................................................................................................................................18
1.2..............................................................................................................................................18
1.3..............................................................................................................................................18
1.4..............................................................................................................................................18
1.5..............................................................................................................................................18
1.6..............................................................................................................................................19
TASK 2..........................................................................................................................................19
2.1..............................................................................................................................................19
2.2..............................................................................................................................................19
2.3..............................................................................................................................................19
TASK 3..........................................................................................................................................19
3.1..............................................................................................................................................19
3.2..............................................................................................................................................20
3.3..............................................................................................................................................20
3.4..............................................................................................................................................20
3.5..............................................................................................................................................20
3.6..............................................................................................................................................20
TASK 4..........................................................................................................................................20
4.1..............................................................................................................................................20
4.2..............................................................................................................................................21
4.3..............................................................................................................................................21
4.4..............................................................................................................................................21
4.5..............................................................................................................................................21
4.6..............................................................................................................................................21
CONCLUSION..............................................................................................................................21
REFERENCES..............................................................................................................................22

INTRODUCTION
Office Management is a simple terms of planning, organizing and administering activities
in the office. Office is a service department of an organization which is connected with handing
of records and provision of various services like typing, duplicating , mailing filing , handling
office machines, keeping records, drafting , using information , handling money and other
miscellaneous activities (Jeong, Koo and Hong, 2014). Various changes that take place in
workplace is all detailed in this report. In addition to this major elements that require to consider
during design office facility is also included in this.
UNIT 11
1.1
Changing office procedures requires careful planning to ensure employees understand the
new procedures and don’t drift back into old habits. Step sin establishing office management
procedures:
developing the idea stage
the research and development stage
the executive/implement stage
1.2
Effective managers see to it that assignments and projects are monitored continually.
Some points are given below top manage work effectiveness:
team meetings
Key Performance Indicators (KPIs)
setting performance standards.
1.3
Constraints attached to office facilities and related budgets are:
contractual obligations with existing supplier
delivery charges that might apply
limited suppliers to choose from locally
1.4
Factors to be taken into account in the design of office systems are:
Office Management is a simple terms of planning, organizing and administering activities
in the office. Office is a service department of an organization which is connected with handing
of records and provision of various services like typing, duplicating , mailing filing , handling
office machines, keeping records, drafting , using information , handling money and other
miscellaneous activities (Jeong, Koo and Hong, 2014). Various changes that take place in
workplace is all detailed in this report. In addition to this major elements that require to consider
during design office facility is also included in this.
UNIT 11
1.1
Changing office procedures requires careful planning to ensure employees understand the
new procedures and don’t drift back into old habits. Step sin establishing office management
procedures:
developing the idea stage
the research and development stage
the executive/implement stage
1.2
Effective managers see to it that assignments and projects are monitored continually.
Some points are given below top manage work effectiveness:
team meetings
Key Performance Indicators (KPIs)
setting performance standards.
1.3
Constraints attached to office facilities and related budgets are:
contractual obligations with existing supplier
delivery charges that might apply
limited suppliers to choose from locally
1.4
Factors to be taken into account in the design of office systems are:
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cost
review need
discuss with end users
design system/procedure and guidance documents
implement
delivery any training (systems)
evaluate
1.5
Few ways to create the best work environment:
Hire an Adequate Workforce. ...
Hire the Right Employees for the Job. ...
Set Realistic Expectations. ...
Offer Fair Compensation. ...
Don't Micromanage. ...
Ask for Suggestions – Then Listen.
UNIT 15
TASK 1
1.1
Primary data- It is the data collected for a specific purpose or for particular objectives. It is
customized according the requirements of the researcher.
Limitations
Primary research may ask for huger expense than secondary research.
The procedure is more time consuming, and costs a lot of assets.
Secondary data- It is available from other sources and may already have been used in previous
research, making it easier to carry out further research (Sarr and et. al., 2016). It is time-saving
and cost-efficient.
Limitations
Information may be unsuitable for current research project.
The data may lack details that fulfil goal of the client at present.
review need
discuss with end users
design system/procedure and guidance documents
implement
delivery any training (systems)
evaluate
1.5
Few ways to create the best work environment:
Hire an Adequate Workforce. ...
Hire the Right Employees for the Job. ...
Set Realistic Expectations. ...
Offer Fair Compensation. ...
Don't Micromanage. ...
Ask for Suggestions – Then Listen.
UNIT 15
TASK 1
1.1
Primary data- It is the data collected for a specific purpose or for particular objectives. It is
customized according the requirements of the researcher.
Limitations
Primary research may ask for huger expense than secondary research.
The procedure is more time consuming, and costs a lot of assets.
Secondary data- It is available from other sources and may already have been used in previous
research, making it easier to carry out further research (Sarr and et. al., 2016). It is time-saving
and cost-efficient.
Limitations
Information may be unsuitable for current research project.
The data may lack details that fulfil goal of the client at present.
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1.2
Quantitative data- Quantitative data are pieces of information that can be counted and
which are usually gathered by surveys from large numbers of respondents randomly selected for
inclusion.
Limitations
Difficult to understand context of a phenomenon
Data may not be robust enough to explain complex issues
Qualitative method- Qualitative data are usually gathered by observation, interviews or
focus groups, but may also be gathered from written documents and through case studies.
Limitations
More difficult to analyse; don’t fit neatly in standard categories
Data collection is usually time consuming.
1.3
Validity in data collection means that your findings truly represent the phenomenon you
are claiming to measure (Shelley, 2015). Validity encompasses the entire experimental concept
and establishes whether the results obtained meet all of the requirements of the scientific
research method.
Reliability of study findings requires researchers and health professionals to make
judgements about the ‘soundness’ of the research in relation to the application and
appropriateness of the methods undertaken and the integrity of the final conclusions.
1.4
Research software and research tools enable researchers and modelers to construct
theories and system models. They typically support capturing hypotheses, inferring mechanisms,
and formulating experimental results within the same framework.
1.5
Risks are:
Biassness
Unrepresentative sample
Results are not valid
Quantitative data- Quantitative data are pieces of information that can be counted and
which are usually gathered by surveys from large numbers of respondents randomly selected for
inclusion.
Limitations
Difficult to understand context of a phenomenon
Data may not be robust enough to explain complex issues
Qualitative method- Qualitative data are usually gathered by observation, interviews or
focus groups, but may also be gathered from written documents and through case studies.
Limitations
More difficult to analyse; don’t fit neatly in standard categories
Data collection is usually time consuming.
1.3
Validity in data collection means that your findings truly represent the phenomenon you
are claiming to measure (Shelley, 2015). Validity encompasses the entire experimental concept
and establishes whether the results obtained meet all of the requirements of the scientific
research method.
Reliability of study findings requires researchers and health professionals to make
judgements about the ‘soundness’ of the research in relation to the application and
appropriateness of the methods undertaken and the integrity of the final conclusions.
1.4
Research software and research tools enable researchers and modelers to construct
theories and system models. They typically support capturing hypotheses, inferring mechanisms,
and formulating experimental results within the same framework.
1.5
Risks are:
Biassness
Unrepresentative sample
Results are not valid

1.6
Generalization, which is an act of reasoning that involves drawing broad inferences from
particular observations, is widely-acknowledged as a quality standard in quantitative research,
but is more controversial in qualitative research.
1.7
Data presentation and analysis forms an important part of all academic studies,
commercial, industrial and marketing activities as well as professional practices. Two main
methods of data presentation are:
Charts and diagram
Tabulation
TASK 2
2.1
Parameters in statistics is an important component of any statistical analysis. In simple
words, parameter is any numerical quantity that characterizes a given population or some aspect
of it.
2.2
Ethical guidelines or codes are used by groups and organizations to define what actions
are morally right and wrong (Walter, 2016). Ethical behaviour and corporate social responsibility
can bring significant benefits to a business.
2.3
Steps to decide how to organize data :
1. Name your database. ...
2. Identify the objects. ...
3. Define and name a table for each object. ...
4. Identify the attributes for each object. ...
5. Define and name columns for each separate attribute that you identify in Step 4. ...
6. Identify the primary key.
Generalization, which is an act of reasoning that involves drawing broad inferences from
particular observations, is widely-acknowledged as a quality standard in quantitative research,
but is more controversial in qualitative research.
1.7
Data presentation and analysis forms an important part of all academic studies,
commercial, industrial and marketing activities as well as professional practices. Two main
methods of data presentation are:
Charts and diagram
Tabulation
TASK 2
2.1
Parameters in statistics is an important component of any statistical analysis. In simple
words, parameter is any numerical quantity that characterizes a given population or some aspect
of it.
2.2
Ethical guidelines or codes are used by groups and organizations to define what actions
are morally right and wrong (Walter, 2016). Ethical behaviour and corporate social responsibility
can bring significant benefits to a business.
2.3
Steps to decide how to organize data :
1. Name your database. ...
2. Identify the objects. ...
3. Define and name a table for each object. ...
4. Identify the attributes for each object. ...
5. Define and name columns for each separate attribute that you identify in Step 4. ...
6. Identify the primary key.
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2.4
The validity of the research findings are influenced by a range of different factors
including choice of sample, researcher bias and design of the research tools. ON the other hand
reliability is evaluated by respondent validation, which can involve the researcher taking their
interpretation of the data back to the individuals involved in the research and ask them to
evaluate the extent to which it represents their interpretations and view.
2.5
An analytical technique is a method that is used to determine the concentration of a
chemical compound or chemical element. It is a generic process combining the power of
Scientific Method with the use of formal process to solve any type of problem.
2.6
Data accuracy is one of the components of data quality. It refers to whether data values
stored for an object are the correct values. There are a lot of tactics you can implement to
improve data quality and achieve greater accuracy from analysis.
2.7
For any research project and any scientific discipline, drawing conclusions is the final,
and most important, part of the process. Whichever reasoning processes and research methods
were used, the final conclusion is critical, determining success or failure.
TASK 3
3.1
Format:
layout
arrangement
design
House style: The organisation’s preferred way of presenting information, eg font style, size, etc.
3.2
The limitations and delimitations sections of your research proposal describe situations
and circumstances that may affect or restrict your methods and analysis of research data.
Limitations are influences that the researcher cannot control. ... your analysis.
The validity of the research findings are influenced by a range of different factors
including choice of sample, researcher bias and design of the research tools. ON the other hand
reliability is evaluated by respondent validation, which can involve the researcher taking their
interpretation of the data back to the individuals involved in the research and ask them to
evaluate the extent to which it represents their interpretations and view.
2.5
An analytical technique is a method that is used to determine the concentration of a
chemical compound or chemical element. It is a generic process combining the power of
Scientific Method with the use of formal process to solve any type of problem.
2.6
Data accuracy is one of the components of data quality. It refers to whether data values
stored for an object are the correct values. There are a lot of tactics you can implement to
improve data quality and achieve greater accuracy from analysis.
2.7
For any research project and any scientific discipline, drawing conclusions is the final,
and most important, part of the process. Whichever reasoning processes and research methods
were used, the final conclusion is critical, determining success or failure.
TASK 3
3.1
Format:
layout
arrangement
design
House style: The organisation’s preferred way of presenting information, eg font style, size, etc.
3.2
The limitations and delimitations sections of your research proposal describe situations
and circumstances that may affect or restrict your methods and analysis of research data.
Limitations are influences that the researcher cannot control. ... your analysis.
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3.3
Reference data are data that define the set of permissible values to be used by other data
fields. Reference data gain in value when they are widely re-used and widely referenced. A
reference data source supplies data values that replace the foreign key value when that key refers
to a surrogate primary key.
UNIT 19
1.1
Steps to deal with Junk Mail
1. Step 1: Stop the Flow. ...
2. Step 2: No More Credit Card Solicitations. ...
3. Step 3: Put the Kibosh on Unwanted Phone Books and Catalogs. ...
4. Step 4: Contribute to Charities, Not Mailings. ...
5. Step 5: Stop Junk Promo Products. ...
6. Step 6: Get Off the List of ALL Direct Marketers.
1.2
All post to and from the office lands at my desk and I immediately sort through it. If there
is a problem with these prices, for example it is the wrong site of letter, the value can be in putted
manually on the franking machine.
Problems:
deadlines missed
appointments missed
banking of cheques delayed
security issues, damage
1.3
Operate a franking machine
Place your item onto the scales, select letter, large letter or parcel
Feed letter into machine, facing upwards, and a franked mark is stamped in to envelope,
together with company logo
For larger packets, you print onto a self-adhesive franking label and affix to the parcel to
avoid printing being illegible or the parcel being damaged.
Reference data are data that define the set of permissible values to be used by other data
fields. Reference data gain in value when they are widely re-used and widely referenced. A
reference data source supplies data values that replace the foreign key value when that key refers
to a surrogate primary key.
UNIT 19
1.1
Steps to deal with Junk Mail
1. Step 1: Stop the Flow. ...
2. Step 2: No More Credit Card Solicitations. ...
3. Step 3: Put the Kibosh on Unwanted Phone Books and Catalogs. ...
4. Step 4: Contribute to Charities, Not Mailings. ...
5. Step 5: Stop Junk Promo Products. ...
6. Step 6: Get Off the List of ALL Direct Marketers.
1.2
All post to and from the office lands at my desk and I immediately sort through it. If there
is a problem with these prices, for example it is the wrong site of letter, the value can be in putted
manually on the franking machine.
Problems:
deadlines missed
appointments missed
banking of cheques delayed
security issues, damage
1.3
Operate a franking machine
Place your item onto the scales, select letter, large letter or parcel
Feed letter into machine, facing upwards, and a franked mark is stamped in to envelope,
together with company logo
For larger packets, you print onto a self-adhesive franking label and affix to the parcel to
avoid printing being illegible or the parcel being damaged.

Manufacturers will publish the volume of letters and parcels a franking machines can
process.
1.4
After all post, has been franked, it to be placed inside the appropriate posting bag, based
on its class this is for easier distribution. Post outgoing packages are already pre-packaged by the
employees wanting to send them. Some packages still need to be weighed by the franking
machine for a label to be created. Packages are then collected by the couriers or mail who will
come into the building and pick them up on our caretaker every week
1.5
Mail handling- It may have confidential information. It may include personal
information about employees or contain business secrets such as the names of customers and
confidential information relative to the business, customers, and clients.
Ensure security of mail items, all post addressed to employees are organised and
delivered to their pigeon holes, to be opened by themselves.
Courier service used by my workplace is Parcelforce. All items intended to be picked up
by Parcelforce need a label affixed to them which is scanned by the courier.
1.6
There are several ways to identify a suspicious item, some characteristics include5
misspelling of name or address, no return address, stains, discolouration or a strange odour, or
uneven / unnecessary packaging.
Suspicious or damaged items:
record date and time of receipt
report to appropriate authority
3.2
Mails should always be dispatched or distributed to the correct recipient, because they
can be important and confidential information which should not be disclosed to others. They
have to be also distributed on time, so that the task specified on the email is completed within the
timescale mentioned and the deadline is met, so that we avoid complaints or other serious issues.
process.
1.4
After all post, has been franked, it to be placed inside the appropriate posting bag, based
on its class this is for easier distribution. Post outgoing packages are already pre-packaged by the
employees wanting to send them. Some packages still need to be weighed by the franking
machine for a label to be created. Packages are then collected by the couriers or mail who will
come into the building and pick them up on our caretaker every week
1.5
Mail handling- It may have confidential information. It may include personal
information about employees or contain business secrets such as the names of customers and
confidential information relative to the business, customers, and clients.
Ensure security of mail items, all post addressed to employees are organised and
delivered to their pigeon holes, to be opened by themselves.
Courier service used by my workplace is Parcelforce. All items intended to be picked up
by Parcelforce need a label affixed to them which is scanned by the courier.
1.6
There are several ways to identify a suspicious item, some characteristics include5
misspelling of name or address, no return address, stains, discolouration or a strange odour, or
uneven / unnecessary packaging.
Suspicious or damaged items:
record date and time of receipt
report to appropriate authority
3.2
Mails should always be dispatched or distributed to the correct recipient, because they
can be important and confidential information which should not be disclosed to others. They
have to be also distributed on time, so that the task specified on the email is completed within the
timescale mentioned and the deadline is met, so that we avoid complaints or other serious issues.
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