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 ? In the workplace ? Simulated environment ? Role Play
Assessment Name Operation and resources plan development Part B Consult with stakeholders (Single Observation) Assessment Task No. 1 of 3
Date of Observation / /
Student Declaration ? I have been provided with instructions about the assessment task to be undertaken.
Student Signature ? Check box if this assessment is conducted online.
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 any reasonable adjustment that has occurred to this assessment.
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 General Instructions:?
This assessment task consists of one (1) observation task.
You are to be observed by your assessor in leading one (1) communication process 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.
Students may:?
? refer to learning resources, workplace and/or research further information??
? ask the Assessor clarifying questions?
? access the services of Studiosity to assist in interpreting questions or proof-reading text?
? be referred to learning support for additional assistance.?
? You must seek any required assistance, reasonable adjustment or negotiate extensions with Assessor prior to due date.?
Role Play:
The task can be role played by a colleagues, classmates or other persons that can interact and respond accordingly.
Refer to Task Instructions for detailed information on what is required to be role played.
Video Streaming / Recording:
You are required to confirm your identity at the commencement of the video by displaying your photo ID and confirming your name and student ID number.
For video recording you are also required to gain consent from any participant who is NOT a TAFE Queensland student.
Consent may be obtained by either:
? Reading aloud the below Video Recording Statement at the commencement of the video and asking all participants to respond verbally; or
? Using the Participant Consent Form provided.
NOTE: For participants under the age of 18 years, consent may only be obtained by using the Participant Consent Form, which must be signed by their parent or legal guardian.
Video Recording Statement:
My name is (insert student name and number and display Photo ID).
This recording will be used for the purpose of my education and training only and will be used, viewed and stored per TAFE Queensland's Privacy Policy, available on the TQ website, and only accessed by TAFE Queensland staff.
Do you provide your consent to be recorded in this activity and for TAFE Queensland to use this recording for education and training purposes?
Ask each participant to provide a verbal response to this question.
Observation Questions:
Your assessor will also ask a number of questions to evaluate your understanding of the practical tasks you are required to demonstrate. Your responses to these questions will be recorded.
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Time Allowed:???
? This task is to be submitted by the due dates advised in the Unit Study Guide.? If a student requires an extension, then they must negotiate this with their assessor prior to the due date.?
? 15 minutes for roleplay
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Level of Assistance Permitted (If Any):??
This is an open book assessment task. All work must be your own.??
Students may:?
? refer to learning resources, workplace and/or research further information??
? ask the Assessor clarifying questions?
? access the services of Studiosity to assist in interpreting questions or proof-reading text?
? be referred to learning support for additional assistance.?
You must seek any required assistance, reasonable adjustment or negotiate extensions with Assessor prior to due date.?
Location:??
This assessment is to be completed in a workplace or a closely simulated workplace environment.
This task includes activities which require you to demonstrate practical and communication skills which need to be observed by your Assessor.
Class mates, colleagues or other adults who understand the task can play the roles of workplace personnel as required.
These skills and activities can be demonstrated and observed in any one of three ways:
? in class
? online
? video recording.
If recording please confirm your student identify as the student being assessed with your name, student number and ID, plus record consent from all participants at the beginning of the task.
You may use this comment, 'I am (insert student name and number). This activity is for the purpose of assessment only and will be recorded, viewed and stored following TAFE Queensland Privacy procedures. All participants consent to being recorded for these assessment purposes.'
Materials to be Supplied:??
For this assessment, you will need access to:?
? Internet, device and word processing software (can be accessed through TAFE campuses and facilities)?
? Access to the LMS and associated learning resources?
? Planning from previous assessment tasks
Work, Health and Safety:
You are responsible for your own safety and those around you. To ensure this:
? Follow TAFE Queensland Student Rules.??
? Access TAFE Queensland Student Services for any 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.?
Number of Attempts:
You will receive up to two (2) attempts at this assessment task. 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 on the date scheduled for the 2nd attempt, you will receive an overall unsatisfactory result for this assessment task. Only one re-assessment attempt may be granted for each assessment task. For more information, refer to the Student Rules.
Assessment Criteria:
To achieve a satisfactory result, your assessor will be looking for your ability to demonstrate the key skills/tasks/knowledge detailed in the Observation Checklist to an acceptable industry standard.
Instructions to Assessor The students will demonstrate the skills and knowledge required to lead one (1) communication process where they 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.
Assessors are to:????
? confirm expectations as detailed in ‘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 if and where the opportunity presents, and if doing so:????
o Scribe the student’s response verbatim on the assessment task/marking criteria, and note the questions verbally addressed on the coversheet?
o Initial and date additional comments.??
Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.?
Work Health and Safety:
A work health and safety check of the assessment environment is to be conducted prior to the assessment and any hazards addressed appropriately.
Note to Student An overview of all Assessment Tasks relevant to this unit is located in the Unit Study Guide.

Part B – Consult with stakeholders
This assessment activity is a natural extension to your previously completed activities.
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.
? Your assessor must observe this observation either in class, online or via video recording. (If using a web conferencing platform such as Zoom, other participants must have cameras on.)
? This observation must involve two (2) other people, performing the role of your team members.
? Before commencing your observation, have all meeting materials and any relevant workplace procedures available so that you can reference them throughout your session.
? Summarise the key takeaways from the meeting and outline any immediate next steps or actions that team members should take in response to the budget and plans.

Observation Checklist (Single Observation)
Instructions:
Where there is multiple sub-points for an observation criteria and a student does not satisfactorily demonstrate all of the sub-points listed, please provide feedback to the student by identifying which of the sub-points were not demonstrated satisfactorily. Attempt 1 Attempt 2
Date
__/__/__ Date
__/__/__
Part B – Consult team on development of Operational Plan Y N Y N
1. Applies and maintains open communication processes as demonstrated by use of all of the following points: ? ? ? ?
a) Clear and concise language appropriate to task and audience ? ?
b) Assertive communication – confident, clam and positive ? ?
c) Active listening and questioning skills to:
? Elicit the views of others
? Seek information
? Clarify / confirm understanding ?
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d) Inclusive practices to cater for varying and diverse backgrounds, perspectives and interpersonal styles ? ?
e) Provide feedback to encourage and recognise contributions of others ? ?
f) Non-verbal communication skills such as:
? Maintaining eye contact
? Open body language ?
? ?
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2. Leads team consultations of Operational Plan and Resource Requirements to stakeholders. In doing so gathering insights and feedback for the operational and resources plan. The following points need to be demonstrated: ? ? ? ?
a) Using a variety of information sources and consultation including:
? Resource requirements
? Key Performance Indicators
? Monitoring processes
? Contingency plans ?
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? ?
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b) Communicate with stakeholders to explain the plan and supporting information, and seeking approvals, negotiate variations and engage work teams ? ?
c) Stakeholders are involved in the development and management of the operational plan including escalation points, colleagues and specialist resource managers ? ?

d) Key consultation processes are given on information sources for proposal development and presentation including resource requirement specialists ? ?
e) Consult with stakeholders and analyse information to determine the nature and level of resources required to achieve business objectives ? ?
f) Plan for, acquire and allocate the resources, incorporating strategies to maximise efficiency and risk management ? ?
g) Typical risks associated with managing business resources and risk management strategies ? ?
h) Procedures for risk management including requirements for the consideration of potential changes in government priorities ? ?
i) Consult with relevant stakeholders and determine the nature and level of resources required ? ?
j) Identify and establish risk management processes ? ?
3. Leads stakeholder consultation and summarises key outcomes of the meeting, including: ? ? ? ?
a) Identify operational requirements including staffing needs, inventory management, technology infrastructure and logistical considerations. ? ?
b) Identify potential risks and challenges that may impact the new outlet’s success and establish risk management processes ? ?
c) Develop an action plan that outlines the steps required to address the identified needs and objectives. ? ?
d) Discusses the next steps in the process of implementing the operational and resources plan ? ?
Based on the criteria demonstrated above, the student performance was: S U S U
? ? ? ?
Feedback on Performance