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 Name Operation and resource plan development (Part A, C and D) Assessment Task No. 1 of 3
Assessment Due Date Date Submitted / /
Assessor Name
Student Declaration: I declare that this assessment is my own work. Any ideas and comments made by other people have been acknowledged as references. I understand that if this statement is found to be false, it will be regarded as misconduct and will be subject to disciplinary action as outlined in the TAFE Queensland Student Rules. I understand that by emailing or submitting this assessment electronically, I agree to this Declaration in lieu of a written signature.
Student Signature Date / /
PRIVACY STATEMENT: TAFE Queensland is collecting your personal information on this form for the purpose of assessment. In accordance with the Information Privacy Act 2009 (Qld), your personal information will only be accessed by staff employed by TAFE Queensland for the purposes of conducting assessment. Your information will not be provided to any other person or agency unless you have provided TAFE Queensland with permission, if authorised under our Privacy Policy (available at https://tafeqld.edu.au/global/privacy-policy.html) or disclosure is otherwise permitted or required by law. Your information will be stored securely. If you wish to access or correct any of your information, discuss how it has been managed or have a concern or complaint about the way the information has been collected, used, stored, or disclosed, please contact the TAFE Queensland Privacy Officer at privacy@tafeqld.edu.au

Instructions to Student This assessment task is a Portfolio of Evidence and is comprised of four (4) parts:
? Part A: Analysis and planning
? Part B: Consult with stakeholders (Single Observation)
? Part C: Risk management
? Part D: Operational and Resource Plan development
You are required to successfully work through each task in sequential order; and provide responses and / or additional documents identified below to receive a satisfactory outcome for this assessment task:
? One (1) Operational Plan, including three (3) Resources Plans
Write each response in paragraph and/or sentence format.
Responses are to be in your own words, not copied and pasted.
You must reference any sources of information outside of the learning resource. To do so in this assessment you can provide the document / reference name, link and page number.
Although there is no specific word count for this assessment asks, your response to each question must fully address the question.
Use Arial 11-point font.
Assessment must be submitted via Connect LMS.
There is no time limit for this assessment, but it must be submitted by the assessment due dates as outlined in the Unit Study Guide.
If you do not have access to the internet and/or device to access the internet, please speak with your Assessor who can assist you in organising on-campus access via the Library.
Please refer to additional instructions within the assessment tasks that follow.
Assessment conditions:
Skills in these units must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to:
? Legislation, regulations, standards and codes relevant to operational plans, managing resources and managing budgets and financial plans.
? Workplace documentation and resources relevant to:
- management of operational plans including resourcing (physical and human), recruiting, intellectual property and monitoring.
- Financial management

Note: If you are planning to use your own workplace, please review all assessment parts to ensure you have the resources, capacity and support to complete all assessment activities. If you are unable to use your workplace throughout the activities, please base them on SIM Co.
Materials to be supplied:
? Internet, device and word processing software (can be accessed through TAFE campuses and facilities)
? Access to Connect LMS and associated learning resources
? Access to Superior Implements (SIM Co) simulated workplace policies and procedures
- http://www.superior-implements.biz/index.html
- Username: tqstudent
- Password: #SimComp@ny
? Operational and Resources Plan template
Work, Health and Safety:
? Follow TAFE Queensland Student Rules
? Access TAFE Queensland Student Services for additional support
? Conduct risk assessments prior to any assessment task to ensure the safety of all participants and the environment
? Ensure an ergonomically safe work environment to complete all assessment tasks
Assessment Criteria:
To achieve a satisfactory result, your assessor will be looking for your ability to demonstrate the following key skills/tasks/knowledge to an acceptable industry standard:
? Interpret legislation and organisational documentation to establish Operational and Resource Plan requirements.
? Apply analytical skills to determine and document team objectives and key performance indicators (KPIs) for inclusion into Operational Plans.
? Consult with stakeholders to gather insights and input into plan development.
? Develop operational and resource plans that satisfy organisational objectives.

Submission Details
(if relevant) Refer to either the Unit Study Guide, Assessment Planner, Study Plan or Connect calendar for assessment due dates.
Insert your details on page 1 and sign the Student Declaration. Include this form with your submission.
Submission requirements:
Review the Marking Criteria provided for these tasks to ensure you have evidenced all requirements.
Documents to be submitted for assessment evidence include:
? Responses to questions
? One (1) Operational Plan, including three (3) Resources Plans
Assessment to be submitted via:
? TAFE Queensland Learning Management System:
Connect url: https://connect.tafeqld.edu.au/d2l/login
? Username; 9 digit student number
? For Password: Reset password go to: https://passwordreset.tafeqld.edu.au/default.aspx
Number of Attempts:
You will receive up to two (2) attempts at this assessment Part. Should your 1st attempt be unsatisfactory (U), your teacher will provide feedback and will arrange a date for your 2nd attempt. If your 2nd attempt is unsatisfactory (U), or you fail to attend of date scheduled for the 2nd attempt, you will receive an overall unsatisfactory result for this assessment Part. Only one re-assessment attempt may be granted for each assessment Part. For more information, refer to the Student Rules.

Instructions to Assessor Assessors are to:
? Confirm expectations as detailed in the ‘Instructions to Student’ have been followed and met
? Provide feedback on all assessment attempts and identify additional learning and/or practice required by the student before their second attempt
? Use the Marking Criteria to record their assessment and feedback
? Negotiate to complete assessment tasks and/or resubmissions verbally, where the opportunity presents:
- scribe the student’s response verbatim on the assessment task/marking criteria, and note the questions verbally addressed on the coversheet
- initial and date additional comments.
? Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.
Note to Student An overview of all Assessment Tasks relevant to this unit is located in the Unit Study Guide.

Task
You are required to undertake planning processes to develop one (1) Operational Plan and three (3) Resource Plans for at least one (1) business or workplace. You may use your own workplace, or that of simulated company SIM Co.
If using your own workplace:
? Please ensure that relevant personnel will be wiling and available to consult and discuss plans to provide feedback, and
? Refer to and provide copies of all relevant organisational policies and procedures to evidence your learning, such as:
- Recruitment and induction
- Training and Development
- Purchasing
- Monitoring and documenting performance
- Risk Management
- Allocated Budgets
- Organisational Structure (with role descriptions)
- Strategic Alignment
- Overview of team / organisational culture
? If you are using SIM Co simulated environment, please refer to scenario and documentation as they appear within the assessment.

Scenario
Superior Implements (SIM Co) was founded, by Peter Falconi, a top-notch chef, on the 13th of August 2007, and has grown to be Australia’s leading manufacture of quality professional chef tools. After years of successful operation in NSW, and increasing business in the Northern state, SIM Co established a manufacturing plant in Queensland, at Lytton, Brisbane to better service this market, further relocating the Corporate Headquarters to Milton, Brisbane.
Sales results over the past five (5) years have indicated strong growth in commercial cooking appliances and catering equipment, with an average of 10% sales growth per annum. SIM Co’s wishes to expand their business through establishing a new wholesale outlet in Adelaide within the next 12 months.
The new outlet will include:
? A showroom for customers to view and select products (chef tools such as knives, cookware, utensils and gadgets). Offering a diverse selection of products to suit various culinary needs and preferences.
? Logistics and distribution service area to ensure timely delivery of orders to customers.
? You have been hired as the Outlet Manager to oversee the set up and operation of the new site.
Responsibilities of the Role
? Develop the operational and resource plans for this project
? Coordinate weekly outlet launch meetings
? Contract a marketing consultant to assist in the development of a marketing campaign for the outlet
? Work with the marketing consultant to develop the campaign
? Create a pre-launch promotion to existing business customers
Allocated Budget
? $25,000 to work with a marketing consultant to develop the marketing campaign (authorisation required)
? $8,000 for additional storage facilities (no authorisation needed)
? $4,000 for samples for the pre-launch promotion (no authorisation required)
? Resource budget
- There is a total budget of $60,000 for technology and materials and equipment
- The human resource budget is $40,000 per month
- There is a 5% contingency budget ($3,000)
Organisational Structure Snapshot

Strategic Alignment
Review the SIM Co Strategic Plan in full here
Organisational Culture
The new outlet will employee between 15 - 20 staff and a large percentage of these staff will need to be recruited. As such, this will be a newly formed team and skills and knowledge will vary across its members. Other functional areas of the business may see this product as competing for its market share, yet there is strong support for the new product line from the General Manager.
Position Total no. of Staff No. of Staff Transferred Employment Basis Key Responsibilities
Outlet Manager (You) 1 1 Permanent Full Time ? Responsible for overall outlet management.
? Oversee daily operations, including sales, customer service, and staff management.
? Develop and execute the outlet's business plan and strategies.
? Ensure compliance with company policies and procedures.
? Monitor and report on outlet performance to senior management.
? Handle customer escalations and resolve issues as they arise.

Showroom Sales Representatives 5 2 Permanent Part-Time (25 hours per week) ? Greet customers, provide product information, and assist with product selection.
? Maintain a clean and organized showroom.
? Process sales transactions, handle payments, and issue receipts.
? Handle customer inquiries and provide excellent customer service.
? Keep track of inventory levels and replenish stock as needed.
Customer Support Team 2 1 Permanent Part-Time (25 hours per week) ? Manage incoming customer inquiries via phone, email, and in-person.
? Assist customers with order placements, product inquiries, and issue resolution.
? Provide after-sales support, including handling returns and exchanges.
? Keep records of customer interactions and provide feedback to improve customer service processes.
Logistics Team 3 1 Permanent Part-time (20 hours per week) ? Coordinate product deliveries and shipments to customers.
? Manage inventory levels to ensure products are readily available.
? Oversee warehouse operations, including receiving, storing, and dispatching products.
? Ensure timely and accurate delivery of orders to customers.
? Handle logistics-related issues, such as tracking shipments and managing returns.

Marketing Consultant 1 Contracted ? Develop and execute a marketing campaign for the outlet.
? Create marketing materials, including brochures, flyers, and online content.
? Collaborate with the outlet manager and corporate marketing team to align marketing strategies.
? Analyse campaign effectiveness and make necessary adjustments.
? Generate leads and drive foot traffic to the showroom.
Administrative Assistant 1 Permanent Full Time ? Provide administrative support to the outlet manager and staff.
? Manage office tasks, such as scheduling, record-keeping, and filing.
? Assist in organizing outlet launch meetings and events.
? Handle general inquiries and direct them to the appropriate staff.
IT Support Specialist 1 Permanent Full Time ? Ensure the outlet's technology infrastructure is functional and up-to-date.
? Troubleshoot IT-related issues and coordinate with the company's IT department for support.
? Maintain and secure customer and sales data.
? Assist in setting up and maintaining point-of-sale systems.
Maintenance and Cleaning 2 Casual ? Maintain the cleanliness and organization of the showroom and office space.
? Handle minor maintenance tasks and repairs as needed.
? Ensure the outlet's appearance reflects the brand's image.

Equipment and material resources
You will need to determine the resources required for the new outlet, including:
? Leasing or purchasing a store location
? Capital items such inventory, shelving units, office equipment,
? Consumable items such as cleaning and office supplies, packaging materials etc
? Fit out of the store
Technology resources
You will need to determine the technology resources required for a new store, including:
? Point of Sale Software
? IT Infrastructure such as computers, networks etc
? Security systems
? Financial system
? Human Resource Management system
Whilst some of these systems already exist within the organisation (e.g. Human Resource Management system and Financial system) others will need to be purchased.

Part A – Analysis and planning
Conducting a “Needs Assessment” is a critical step in the process of setting up the new SIM Co Outlet in Adelaide. It involves gathering information to identify the specific requirements and objectives for the new outlet.
1. Detail the specific actions and activities your business unit will undertake to achieve its strategic objectives by completing the table below:
a) Review the organisation’s Strategic Plan and outline how the new outlet aligns with these goals?
b) Clearly define the specific objectives that your operational plan aims to achieve.
Ensure that three (3) of these are tasks to be completed by the team, and 1 objective related to team performance and culture. 1
2
3
4
c) From the objectives above, create four (4) SMART Key Performance Indicators (KPIs) that will measure the success of your operational plan.
These metrics should directly relate to your objectives above and provide a way to track progress. 1
2
3
4

2. Evaluate the resources required to execute the plan by completing the table below:
a) Define at least three (3) resource categories to achieve a successful launch of the new Outlet. e.g. Human resources 1
2
3
b) For each category consider the:
1. Resource name / type
2. Quantity needed
3. How it may be acquired
Category Resource Identification Resource acquisition
Resource name / type Quantity needed

c) Consider the legislative and / or regulatory context by identifying four (4) instruments that may impact the development of operational and resource plans for this scenario. Name the legislation and include the purpose of the legislation. 1
2
3
4
d) Identify the name of the organisational Policy / Procedure that relates to:
1. Recruitment
2. Induction
3. Training and Development
4. Acquisition of resources and services
5. Protecting intellectual property
6. Operational plan variations
7. Monitoring and documenting performance
8. Risk management
If one does not exist, notate this as your response. 1
2
3
4
5
6
7
8
e) Identify at least two (2) other data sources or documents you may need to review that may provide insights into the needs of the new outlet. 1
2

3. Determine at least three (3) key stakeholders who should be involved in the “Needs Assessment” process, and list these in the space below:
Stakeholders Nature of involvement
1
2
3
Part B – Consult with stakeholders
Now that you have undertaken some analysis and planning, you are required to consult with stakeholders to gather their input and insights.
Please refer to Assessment Task Observation (Single) for more detailed instructions.
You are to be observed by your assessor in leading one (1) consultation meeting where you are required to:
? Interview key stakeholders to gather their input and insights. Ask open-ended questions to understand their expectations and requirements.
? Identify operational requirements including staffing needs, inventory management, technology infrastructure and logistical considerations.
? Identify potential risks and challenges that may impact the new outlet’s success and establish risk management processes.
? Develop an action plan that outlines the steps required to address the identified needs and objectives.

Part C – Risk management
Risk management is critically important in business for several reasons. It enables companies to protect their assets, maintain financial stability, make informed decisions and adapt to a rapidly changing business environment while minimizing potential negative impacts.
1. Complete the table below to demonstrate your understanding of risk management processes.
a) Identify three (3) typical risks associated with managing business resources. 1
2
3
b) For each risk identified above, discuss the risk mitigation strategy you would implement. 1
2
3
c) Consider the risks associated with changes in government priorities. Discuss how these would impact resource management.

Part D – Operational and Resource Plan development
Before diving into the detailed planning process, its often good practice to present the high-level concept and direction of the Operational Plan to Senior Management or key stakeholders. This ensures alignment with strategic goals and provides an opportunity for feedback and approval of the overall approach.
1. Draft an email to your manager seeking approval to develop an Operational and Resource Plans, aligned with the information presented and developed at the meeting.
Your response should include a:
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
New Message
To:
Subject:

2. Use the Operational and Resources Plan template to develop one (1) detailed Operational Plan that encompasses three (3) comprehensive Resource Plans for your team. Your completed plan at a minimum 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
? Includes person/s responsible, due dates and resources required
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 and include benefits of the chose budget option
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.
Before submitting, review your completed plans to consider:
? How well does your integrated plan address both resource allocation and operational execution while aligning to the strategic direction?
? Did you effectively consult with relevant stakeholders together sufficient information?
? Have you identified potential risks associated with resource allocation and established risk management processes within the integrated plan?
? Does your integrated plan include contingencies to address unforeseen challenges or changes in resource availability?
Upload your completed Operational and Resource Plan for assessment.

3. Draft an email to your manager to seek formal approval of your Operations and Resource Plans. Your response should include:
a) Subject line to provide context of details to follow
b) Introduces the Operation and Resource Plans you have developed
c) Provides 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.
New Message
To:
Subject:
END OF ASSESSMENT