Lecture Assessment 1
Individual Activities - Case Study, Project & Presentation
Unit:
BSBMGT517 Manage Operational Plan
Qualification: BSB51918 - Diploma of Leadership and Management
BSB51915 Diploma of Leadership and Management
Training Package: BSB Business Services
Due date: Report Due Week 7
Presentation Due Week 8 Assessment Type: Individual Activities - Case Study & Project
Student Name Student Number
By submitting this Assessment I acknowledge my understanding of plagiarism
Plagiarism
All work must be done individually. Copied work will not be accepted and could lead to an “academic non-performance” rating. Plagiarism by a student will result in an automatic ‘NYS’, and as well as being recorded, may result in further disciplinary action such as a student’s exclusion from a course. Plagiarism is presenting and using someone else’s work, writings or ideas as your own with or without their consent.
Assessment submission rules and conditions
I have read and agree to the assessment guidelines conditions below.
1. The purpose of this activity is to assess your knowledge and skills of the unit.
2. If you have any considerations that may affect your performance in the assessment please inform your assessor immediately. Your assessor will provide you with a suitable alternative to complete this assessment.
3. To gain competency for this assessment, demonstrate competency in activity tasks by the due date.
4. Student downloads the assessment through Moodle.

5. Student completes the assessment cover page ensuring they have written their name and student number. Online submission opens one week prior to due week and cut off date is set on Saturday at 11:55pm in the week of due date.
6. In case of late submission, the student is only able to submit the assessment with permission. The Student is first required to see student services and make late submission fee payment before submitting the assessment after due date. The student service officer issues the receipt and student is required to see Trainer to submit the assessment. The trainer will grant extension on Moodle for the student to re-submit their assessment.
7. The student will receive results within 2 weeks from due week, resulting in a determination of Satisfactory (S) or Not Yet Satisfactory (NYS) for the task and this result will be displayed on Moodle.
8. In case of ‘NYS’ (not yet satisfactory) result of the assessment, the student is given an opportunity to re-attempt and submit the assessment by an agreed date with their assessor or as soon as possible within the duration of the unit. The trainer will grant extension on Moodle for the student to re-submit their assessment, cut off date of re-submission is Saturday at 11:55pm in week 8. Re-attempted assessments submitted during the term will not incur penalty.
9. The re-attempted work must address the specific performance tasks beyond doubt for the assessor to issue a satisfactory (S) result. The system allows the student to re-attempt online two times within the duration of the unit. Student is required to meet their assessor before submitting the third re-attempt. The assessor will grant extension manually only by request. A repeat NYS outcome could lead to an administration fee.
10. Any re-submission or late submission occurring during week 8, the student is required to see trainer before submitting the late or re-assessment. The trainer will grant extension on Moodle by request only and the submission will be closed on Saturday at 11:55pm in week 8.
11. Any re-submission or late submission occurring during week 9, the student is required to see trainer before submitting the late or re-assessment. The trainer will grant extension on Moodle by request only for 15 minutes. Therefore students should be ready to submit their assessment before going to see the trainer.
12. All work must be done individually. Copied work will not be accepted and could lead to an academic -non-performance” rating. See below about Plagiarism.
Plagiarism
Plagiarism by a student will result in an automatic ‘NYS’, and as well as being recorded, may result in further disciplinary action such as a student’s exclusion from a course. Plagiarism is presenting and using someone else’s work, writings or ideas as your own with or without their consent.
Some examples of plagiarism as follows
• Presenting work by another individual as one’s own unintentionally
• Handing in assessments markedly similar to or copied from another student
• Handing in assessments without the sufficient acknowledgement of sources used, including assessments taken totally or in part from the Internet
13. Appeal process - If you feel the decision made by your assessor was incorrect please refer to your Student Handbook for information on assessment appeals for the required steps to appeal this decision. Download the assessment you want to appeal and complete the appeal box in Feedback Evaluation Sheet by signing as to whether you wish to appeal. You are required to hand the hard copy in to student services.
Submission requirements
If an assessment is not submitted in accordance with the submission requirements then it will be deemed as being non-compliant. Non-compliant submissions result in pending on being marked and /or recorded NYS.
• All submissions must be done by PDF file. The Student is required to convert word file assessments, PowerPoint presentation and other attachments to PDF before submitting unless the evidence is required to submit its original format (eg. word or excel).
• The first page in the file must be cover page. Both the cover page must contain student name and student number.
• The Student is allowed by default to upload up to five documents on each submission. You must upload each file separately. You must not upload zip file.
• Submissions from overseas are not allowed as students are required to be in Australia to attend their regular classes.
Late submission
Late submission arises in two cases.
1. Student does not submit the assessment in time because of their own fault. In this case, the student is required to make late submission fee of $50 before submitting the assessment after the due date.
2. Student has approved leave. In this case, the student is exempted from the late submission fee payment. The student is required to show their deferment approve letter from the college to their trainer. The trainer will re-open the submission on Moodle for the student.
I have read and agree to the assessment guideline conditions above.
Introduction:
Instructions
You are required to answer all sections of this assessment.
Case study
You manage a Home Appliance Division in a large department store. Your team is made up of 28 members as below:
Title Number of Staff
Manager
1 (yourself)
Sales Team
11
Customer Service
3
Stock Controllers
4
Accounts and Administration
1
Cleaners
4
Security Guards
4
Total
28
The store management has just completed its annual review and have decided to continue pursuing the store’s vision statement “To be the leader by providing quality brands in retail industry”.
As a result, senior management have suggested for your division to set a target of 5% increase in sales for 2018 and a reduction in customer complaints by 2%.
You are to develop, implement and manage an operational plan by carrying out a number of business activities aimed at achieving the set goals. Some of the activities include:
• Renovating the household floor before Christmas time
• Ensure there is enough staff in the division
• Introduce a new brand of kitchen appliances
• Stocking up for the year
• Managing accounts receivables
• Team training and meetings
• Draft a budget for the next financial year
Part A
1. To start with, it is important for managers to consult with stakeholders to establish resources required to achieve the operational plan goals.
Complete the table below as part of your consultation plan for the home appliance division (refer to case study):
Group/Individual Reason for consultation in relation to resources requirements
Senior Management
Sales Team
Customer Service
Stock Controllers
Accounts and Administration
Cleaners
Security Guards
2. List the steps you would follow to prepare and conduct a meeting for consultation process purposes.
3. Prepare a power point presentation of between 6 -8 slides relating the consultation you conducted with the stakeholders above as part of seeking their approval. Then present your findings to the class. Attach a copy to the assessment for submission.
Part B
The second task for your operation plan is to develop and introduce a company‘s own brand of kitchen appliances to boost sales. These will be quality products sold at relatively cheap price that the team agreed to give the name “Ted”. The development phase is to be completed in 2017.
4. What measures would take to prevent other companies from using your company brand name “Ted”?
5. From the measures you identified above; what will be your company’s rights and responsibilities?
6. As a manager you have decided to delegate the task of purchasing resources required to create this new kitchen appliances to the accounts and administration. Develop and implement strategies to ensure that resources and services are acquired in accordance to the with the company’s policies, practices and procedures. List 3 any three policies and procedures.
Below is the budget set to complete the development phase
7. Calculate the estimated profit/loss and the actual profit/loss as well as the variances
Item Estimated Amount ($) Actual Cost Incurred ($) Variance ($)
Revenue 800,000 900,000
Labour 250,000 320,000
Raw materials 150,000 120,000
Telephone and electricity charges 50,000 48,000
Other Indirect Cost 45,000 52,000
Profit/Loss
8. Identify whether the following variances are favourable or not favourable.
Revenue
Raw materials
Telephone and electricity charges
Other Indirect Cost
9. Review the profitability of the operational plan then provide a brief summary that you will use to negotiate with senior management to continue with the idea.
Part C
10. The Home Appliance Floor is scheduled for renovation beginning mid-year. Complete the operational plan that follows. The first column has been done for you.

Activity
(what is to be done) Objective
(why and when will we do it) Resources requirement Procedures
(how will it be done) Responsible person Key performance indicators
(KPI)
Empty the home appliance floor
Remove the fixtures and fittings
Carry out required repairs and maintenance
Installation of new fixtures and fittings
Restocking
the floor
11. How would you identify areas of under performances in the operational plan and negotiate recommendations then gain approval from senior management?
Part D
To smoothly manage the daily activities in the house hold appliance floor, you have developed the following chart.
Managing Alliances/Sales Promotion

Receive and Display Goods
Providing Customers Shopping Experience
Recording Sales

Store Administration and Management of Premises
12. Using the above operational plan chart identify 3 key performance indicators for the following areas
Sales promotion
Receiving goods
Displaying goods
Provide an excellent customer shopping experience
Recording sales
Management of the premises
13. The operational plan chart above shows us that all the activities strongly rely on each other if the division is to achieve a target sales increase of 5%. State and explain contingency plans you will develop and implement in case the division is faced with the following challenges in the future.
Over stock
An employee calls in sick on a busy day
Power failure during business hours
Customer check out system failure (cash register)
Part E
14. One of the goals your division is required to achieve in year 2018 is to reduce customer complaints by 2%. To realise this goal you find out that it is important to recruit more sales and customer service staff as well as provide training towards Christmas days.
Below are the store’s recruitment guidelines
a. Stage 1
Seek approval
Complete the recruitment approval form
Recruitment Request Form

Job title:
Number of vacancies:
Reason for requisition:
(replacement, transfer, increase in headcount)
Ideal start date:
Category of Employment:
(full time, part time, fixed term, casual, contractor)
Days per week:
Hours per day:
If appointment is temporary / casual – how long required:
Remuneration:
(salary; hourly/daily rate for casuals)
Other benefits
(e.g. motor vehicle)
Applicable incentive plan:
Additional Requirements e.g. travel
Risks of NOT filling or delaying to fill the position:
Is the position included in budget forecasts?
Advertising Medium (agency or direct)
Requested by:
Name: __________________________________________________________
Signature: ________________________ Date: _______________________
Approval:
Name: __________________________________________________________
Signature: ________________________ Date: _______________________
Recruitment Requests must be approved by the Senior Manager.
b. Stage 2
Prepare the advertisement inviting potential candidates to apply
Provide the job description/ responsibilities
List the skills and qualification requirements
Skills
Qualification
c. Stage3
Selection and interview process
After selecting and inviting potential candidates for interviews, you are to prepare the questions you will be asking candidates to identify the most suitable. List at least 15 questions.
d. Stage 4
Induction and training
What procedures or techniques will you develop and implement for mentoring new employees who are under performing?
e. In groups of four, your trainer will observe each student leading the induction for the new employees. The new employees will be the other students in your group.
(Hint: Refer to the observation and demonstration checklist or your trainer will provide you with some guidelines)
Observation and Demonstration Checklist
Fill in the table below before giving it to your trainer
STUDENT’S NAME: STUDENT’S ID:
UNIT CODE: BSBMGT517 ASSESSMENT: Lecture Assessment 1
This Form is to be completed by your Trainer. You should scan or take a photo of the completed form and upload it to your E-Learning platform. Due date is Week 8.
Item Description of what the assessor expects to see the student doing in the course of the project S NYS
1 Provided a brief introduction/background about the store
2 Explanation of what the company has to offer for employees

3 Employees performance reviews

4 Work health and safety issues

5 Support provided to employee by the store

6 Social events

7 Code of conduct

8*
9*
Trainer’s feedback on evidence of knowledge and skills demonstrated through this project. Include recommendation on how to address gaps in competency.
*Trainer is required to describe what else was observed
Trainer’s name: ___________________
Signature:_______________
Date:__________
Oral Presentation Evaluation Criteria Checklist
Fill in the table below before giving it to your trainer
STUDENT’S NAME: STUDENT’S ID:
UNIT CODE: BSBMGT517 ASSESSMENT: Lecture Assessment
Topic: Manage operational plan
This Form is to be completed by your Trainer. You should scan or take a photo of the completed form and upload it to your E-Learning platform. Due date is Week 8.
1 – Outstanding 2 – Satisfactory 3 – Fair 4 – Needs Improvement
Criteria 1 2 3 4
Presentation was well prepared and the topic was clearly stated
Comments:
Useful information was presented, reflecting good choices of how many details to include
Comments:
Speaker was in control of subject matter and displayed knowledge of the topic by referring to other sources
Comments:
Speaker summed up main points in conclusion
Comments:
Speaker used appropriate body language and established and maintained good eye contact
Comments:
Speech: volume was appropriate, intonation varied, pronunciation and articulation clear
Comments:
Slides and other visuals: professional and attractive, limited amount of text on a slide, good use of graphics, content visible at a distance
Comments:
Talk was well-timed
Comments:
After the presentation speaker initiate a discussion
Comments:
Trainer’s feedback on evidence of knowledge and skills demonstrated through this project. Include recommendation on how to address gaps in competency.
Trainer’s name: ________________ _____
Signature:_______________
Date:_____________
Individual Activities - Case Study, Project & Presentation
Lecture Assessment 1 – Feedback Evaluation Sheet
ASSESSOR’S NAME:
UNIT NAME: BSBMGT517 Manage Operational Plan
Did the learner in this assessment demonstrated that they can: YES NO
Develop and/or implement consultation processes as an integral part of the operational planning process
Ensure the operational plan includes key performance indicators to measure organisational performance
Research, analyse and document resource requirements and develop an operational plan in consultation with relevant personnel, colleagues and specialist resource managers
Develop and implement contingency plans for the operational plan
Ensure the development and presentation of proposals for resource requirements is supported by a variety of information sources and seek specialist advice as required
Obtain approval for the plan from relevant parties and explain the plan to relevant work teams
Develop and implement strategies to ensure that employees are recruited and/or inducted within the organisation’s human resources management policies, practices and procedures
Develop and implement strategies to ensure that physical resources and services are acquired in accordance with the organisation’s policies, practices and procedures
Recognise and incorporate requirements for intellectual property rights and responsibilities in recruitment and acquisition of resources and services
Develop, monitor and review performance systems and processes to assess progress in achieving profit and productivity plans and targets
Analyse and interpret budget and actual financial information to monitor and review profit and productivity performance
Identify areas of under-performance, recommend solutions and take prompt action to rectify the situation
Plan and implement systems to ensure that mentoring and coaching are provided to support individuals and teams to effectively, economically and safely use resources
Negotiate recommendations for variations to operational plans
FEEDBACK TO STUDENT
Assessor Signature ASSESSOR’S DECLARATION:
I hereby certify that the above student has been assessed by me and all assessments are carried out as per the Academy’s Assessment Policy & Procedure.
____________________________ Date: ______________
ASSESSOR SIGNATURE
APPEAL PROCESS:
I would like to appeal the outcome of this assessment as per the appeals procedure in the Student Handbook
Student’s signature: _______________________ Date: __________________