Student Name Student Number
Unit Code/s & Name/s BSBOPS501 Manage business resources
BSBOPS502 Manage business operational plans
BSBFIN501 Manage budgets and financial plans
Cluster Name
If applicable CLS-BSB-0144&145 Manage Operational and Financial Plans
Assessment Type ? Assignment ? Project ? Case Study ? Portfolio
? Third Party Report (Workplace) ? Third Party Report (Peer) ? Other
Assessment Name Operation and resource plan development (Part A, C and D) Assessment Task No. 1 of 3
Assessment Due Date Date Submitted / /
Assessor Feedback:
Attempt 1 Satisfactory ? Unsatisfactory ? Date / /
Assessor Name Assessor Signature
? Student provided with feedback and reassessment arrangements (check box when completed) Date scheduled for reassessment / /
Attempt 2 Satisfactory ? Unsatisfactory ? Date / /
Assessor Name Assessor Signature
Note to Assessor: Please record below any reasonable adjustment that has occurred during this assessment e.g. written assessment given orally.

Assessment Criteria / Benchmarks
The evidence submitted demonstrates that the student has satisfactorily: Attempt 1 Attempt 2
Date
__/__/__ Date
__/__/__
Y N Y N
Part A – Analysis and planning
1. Conducts a “Needs Assessment” to detail the specific actions and activities a business unit will undertake to achieve strategic objectivies. Demonstrated through completion of all of the following points: ? ? ? ?
a) Reviews organisational Strategic Plan and outlines how they align with these goals ? ?
b) Clearly defines the objectives that an operational plan aims to achieve. Includes three (3) tasks to be completed by the team, and 1 objective related to team performance and culture. ? ?
c) Creates four (4) Key Performance Indicators (KPIs) that are SMART targets, to measure the success of your operational plan. ? ?
2. Evaluates resources required to execute the plan by completing the following actions and activities: ? ? ? ?
a) Defines at least three (3) resource categories to achieve a successful launch of the new Outlet. e.g. Human resources, Physical Resources and Technological Resources ? ?
b) For each category considers the:
? Resource name/type
? Quanitiy needed
? How it may be acquired ? ?
c) Identifies the legislative and / or regulatory context by identifying four (4) instruments that may impact the development of operational and resource plans for this scenario. ? ?

d) Identify the name of organisational Policy / Procedure that relates to:
? Recruitment
? Induction
? Training and Development
? Acquisition of resources and services
? Protecting intellectual property
? Operational plan variations
? Monitoring and documenting performance
? Risk management
? If one does not exist, notate this as a response. ? ?
e) Identifies at least two (2) other data sources or documents needing review that may provide insights into the needs of the business unit. ? ?
3. Determine at least three (3) key stakeholders who should be involved in the “Needs Assessment” process, listed by title and nature of their involvement. ? ? ? ?
Part B – Consult with stakeholders (Single Observation)
Refer to Assessment Task Observation (Single) for Marking Criteria.
Part C – Risk Management
1. Conducts a Risk Management Assessment. In doing so, identifies the following risk management processes: ? ? ? ?
a) Identifies three (3) typical risks associated with managing business resources. ? ?
b) For each risk identified, discusses the risk mitigation strategy to be implemented. ? ?
c) Considers risks associated with changes in government priorities and discussed how these would impact resource management. ? ?

Assessment Criteria / Benchmarks
The evidence submitted demonstrates that the student has satisfactorily: Attempt 1 Attempt 2
Date
__/__/__ Date
__/__/__
Y N Y N
Part D – Operational and Resource Plan Development
1. Drafts an email to a manager seeking approval to develop and Operatonal and Resources Plans. The email must demonstrate formal business writing and include:
?
?
? ?
a) Subject and introduction that provides context of details to follow ? ?
b) Brief explanation of the consultative approach taken with the team and the consensus reached ? ?
c) Summary of the objectives and performance indicators ? ?
d) Overview of the resource allocation strategies required ? ?
e) Request for approval and feedback as required ? ?
2. Develops one (1) detailed Operational Plan that encompases three (3) Resource Plans for a business unit. Completed plans must include: ? ? ? ?
a) Objectives and actions that are developed using the SMART framework that comprise of:
? Three (3) objectives relating to tasks to be completed by the team
? One (1) objective relating to team performance and culture ? ?
b) At least one (1) key performance indicator (KPI) per objective ? ?
c) Three (3) plans for resource requirements needed to meet objectives such as Human, Equipment and Technology resources that comprise of;
? Internal resourcing capabilities
? External resourcing requirements ? ?
d) Documentation requirements such as organisational or external documents required for the plan ? ?
e) Budget details required to achieve the Operational Plan ? ?
f) Four (4) identified risks and mitigation strategies, including contingency plans ? ?

g) Monitoring and review process to evaluate effectiveness of plans and use of resources against budgets and business objectives ? ?
3. Drafts an email to a manager to seek formal approval of operations and Resource Plans. The email must use formal business writing and include: ? ? ? ?
a) Subject line to provide context of details to follow ? ?
b) Introduced the Operation and Resource Plans you have developed ? ?
c) Provideds a summary of what they contain ? ?
d) Describes the organisational policy and process you have applied in developing your plans ? ?
e) Request approval of plans ? ?