Assessment task 1: Questions
Question 1: List and explain the three steps in turning operational plan objectives into clear and meaningful KPI’s to measure performance.
(Insert your responses here)
Question 2: Describe methods you could use to consult with others on resources requirements and acquisition for an operational plan.
(Insert your responses here)
Question 3: Detail the steps to procure physical resources for an operational plan.
(Insert your responses here)
Question 4: Outline the steps involved in contingency planning.
(Insert your responses here)
Question 5: Describe how you could monitor performance to assess progress.
(Insert your responses here)
Question 6: Explain how you would manage the safe, economic and effective use of resources.
(Insert your responses here)
Assessment task 2: Scenario
Read the following scenario
You’re the manager of Cafe Maxwell’s you have the main coffee shop that is managed by Jim Stynes and a satellite store that is managed by Sue Dixon. On a regular basis you monitor operational performance across both outlets by reviewing the financials.
Each outlet has the same financial KPI’s to be in line with organisational plans they are:
- Combined cost of labour (COL) to be under 22% of sales.
- Cost of goods (COG) to be within 26% of sales.
The quarter results are in analyse the following financials and answer the questions that follow.
| Department Manager | Month | Sales | COL ($) | COL (%)
|
COG ($) | COG (%) |
| Jim Stynes | 1 | 46000 | 11500 | 25% | 11960 | 26% |
| 2 | 42500 | 8200 | 19% | 12000 | 28% | |
| 3 | 34000 | 6700 | 20% | 10200 | 30% | |
| Qtr. Total | 12,2500 | 26,400 | 22% | 34, 160 | 28% | |
| Sue Dixon | 1 | 42917 | 11166 | 26% | 12445 | 29% |
| 2 | 45083 | 9500 | 21% | 13225 | 29% | |
| 3 | 44250 | 9667 | 22% | 11365 | 26% | |
| Qtr. Total | 132,250 | 30,333 | 23% | 37,035 | 28% |
Answer the following questions
Question 1: Analyse the cost of labour figures and comment on overall productivity to sales. Ensure you provide detail on each outlet for each month and the overall quarter.
(Insert your responses here)
Question 2: Identify what you would deem as unsatisfactory performance and outline the action you would take.
(Insert your responses here)
Question 3: Detail how you will consult with both Jim and Sue.
(Insert your responses here)
Question 4: Outline what mentoring and coaching you would provide to each outlet on controlling cost of labour and cost of goods.
(Insert your responses here)
Question 5: List the records you would keep regarding performance status and plans for both outlets.
(Insert your responses here)
Assessment task 3: Project
This project is designed to take the underpinning knowledge you have gained throughout this unit and apply it to industry.
Read the following project outline:
If you are currently in the workforce you should apply this to your organisation by using your organisations operational plan. If you are unable to apply this to a current organisation you must simulate the evidence required using the information provided in ‘Cafe Maxwell Operational Plan’ and make assumptions where necessary.
- a) Key Performance Indicator (KPI)
Note: You are required to respond to this Assessment Question a) KPI in both the Discussion Forum and then copy what you post to this Assessment document before you upload for marking by your trainer.
q I have posted my answer to the Discussion Forum.
The first step in implementing the operational plan is to identify the objectives that apply.
Using the table below identify:
- The KPI’s that you will use to measure your departments progress towards the organisations objectives. (These should directly link to the operational plan).
- The measure you will use to ascertain your progress.
- The method you will adopt to monitor your departments progress towards the KPI’s.
| KPI | Measure | Monitoring method |
- b) Resource plan
It is important to ensure there are resources available to reach the KPI’s you’ve set. Use the space provided to indicate the resources required and their purpose.
| Resource | Purpose |
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Now that all resources required have been identified use the template below to create a proposal for the resources required.
| Department: | ||||||||
| Prepared by: | Date: | |||||||
| Resource summary (provide a general description of your key resource requirements) | ||||||||
| Human: | ||||||||
| Physical: | ||||||||
| Financial: | ||||||||
| Resource information | ||||||||
| Resource | Cost estimate | Availability | ||||||
| Resource plan signatures | ||||||||
| Department manager: | ||||||||
| I have reviewed the information contained in this Resource plan and agree. | ||||||||
| Name | Role | Signature | Date | |||||
- c) Resource Acquisition
Once the resource proposal has been approved plans need to be established to acquire these resources. Using the table below identify the resources required and where you will source them from.
| Physical resource | Source from: |
Recruitment needs: Outline how you recruit and induct human resources to deliver on this operational plan.
- d) Contingency plan
An important component of operational planning is to identify possible disruptive events and determine suitable back up procedures.
List all of the possible risks associated with the plan and create a contingency plan for each of the risks identified:
| Risk | Likelihood | Impact | Contingency |
| q Not likely
q Possible q Very likely |
q No impact
q Some impact q Plan stopper |
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| q Not likely
q Possible q Very likely |
q No impact
q Some impact q Plan stopper |
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| q Not likely
q Possible q Very likely |
q No impact
q Some impact q Plan stopper |
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| q Not likely
q Possible q Very likely |
q No impact
q Some impact q Plan stopper |
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| q Not likely
q Possible q Very likely |
q No impact
q Some impact q Plan stopper |
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| q Not likely
q Possible q Very likely |
q No impact
q Some impact q Plan stopper |
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| q Not likely
q Possible q Very likely |
q No impact
q Some impact q Plan stopper |
- e) Change recommendations
Operational plans are reviewed at regular intervals to ensure they’re still relevant to current operations.
Use the template below to create some recommendations for changes to your current operational plan.
| Department: | ||||||
| Prepared by: | Date: | |||||
| Recommendation summary (provide a general description of your change recommendations) | ||||||
| Issues identified: | ||||||
| Recommendations: | ||||||
| Benefits of adopting recommendations: | ||||||
| Change detail | ||||||
| Resources required: | ||||||
| Time frame for completion: | ||||||
| Training requirements (if applicable): | ||||||
| Recommendations signatures | ||||||
| Department manager: | ||||||
| I have reviewed the information contained in these recommendations and agree. | ||||||
| Name | Role | Signature | Date | |||
Assessment task 4: Portfolio of evidence
As part of your assessment you are required to provide a portfolio to your assessor to demonstrate your skills and knowledge. Below is a list of suggested evidence, if you’re unsure of your ability to provide the evidence outlined below please speak with your assessor.
Please note all evidence must be completed by you.
Suggested evidence:
| Document | Document attached: | ||||
| 1 | Purchase orders | Yes | r | No | r |
| 2 | Recruitment interview notes or Job advertisement | Yes | r | No | r |
| 3 | Budget analysis | Yes | r | No | r |
| 4 | Coaching notes on resource use | Yes | r | No | r |
| 5 | Resource proposal | Yes | r | No | r |
Describe the purpose of each document provided and how you apply and use this to your role within the organisation.
| Document purpose | |
| 1 | |
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| 4 | |
| 5 | |
