Manage operational plan

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Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 1 of 21
ASSESSMENT 1 – WRITTEN TEST

This cover sheet is to be completed by the assessor and used as a record of outcome of this assessment task.
Student Name:
Student ID No:
Unit Code: BSBMGT517
Unit Title: Manage operational plan
Date of Submission:
Student Declaration I declare that:
• These tasks are my own work, and none of this work has
been completed by any other person.
• These tasks are not plagiarised or colluded with any
other student/s.
• I have correctly referenced all resources and reference
texts throughout these assessment tasks.		 • I have read and understood the policy on
Plagiarism, cheating and collusion and
understand that if I am found to be in breach
of this policy, disciplinary action may be
taken against me.
• I have a copy of my assessment work with
me, which I can produce if the original is
lost.
Student name: _______________________________________ Signature: _______________________________
Date: ____/_____/_____
Assessment No: 1 Satisfactory / Not Satisfactory
Assessment Type: Written Test
Comments/ Feedback (If the student is deemed Not Satisfactory the Assessor MUST state the circumstances and reasons
why this judgment has been made):
Assessor Declaration:
I declare that I have conducted a fair, valid, reliable, and flexible assessment with this student, and I have provided
appropriate feedback.
Assessor Name: ___________________________________ Signature: ________________________________
Date: ____/_____/_____

Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 2 of 21
ASSESSMENT 1 – WRITTEN TEST
Please refer to the instructions below regarding completing this assessment
Student Instructions: Time Allowed: 1 Hour
This is a closed book written assessment. In the time allocated, you are to answer all of the following questions.
Make sure you:
• Print Clearly.
• Answer all questions.
• Do not use any sheet to answer other than the provided.
• Use only black or blue pen to write response in the answer box.
• Ask your assessor if you do not understand a question. Whist your assessor cannot tell you the answer,
he/she may be able to re-word the question for you.
• Do not cheat. Anyone caught cheating will automatically be marked Not Yet Competent for this unit.
There are NO EXCEPTIONS to this rule.
Questions:
1. Describe models and methods for operational plans.
2. Explain the role of an operational plan in achieving the organisation’s objectives.
Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 3 of 21
3. Explain the budgeting process.
4. Describe alternative approaches to developing key performance indicators to
meet business objectives.
5. Describe legislative and regulatory context relevant to the operational plan of the
organisation.
Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 4 of 21
ASSESSMENT 1 CHECKLIST

Questions Satisfactory
Question 1 Yes No
Question 2 Yes No
Question 3 Yes No
Question 4 Yes No
Question 5 Yes No

 

RESULT: S | NS
S= Satisfactory |
NS= Not Satisfactory

Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 5 of 21
ASSESSMENT 2 – Case Study

This cover sheet is to be completed by the assessor and used as a record of outcome of this assessment task.
Student Name:
Student ID No:
Unit Code: BSBMGT517
Unit Title: Manage operational plan
Date of Submission:
Student Declaration I declare that:
• These tasks are my own work, and none of this work has
been completed by any other person.
• These tasks are not plagiarised or colluded with any
other student/s.
• I have correctly referenced all resources and reference
texts throughout these assessment tasks.		 • I have read and understood the policy on
Plagiarism, cheating and collusion and
understand that if I am found to be in breach
of this policy, disciplinary action may be
taken against me.
• I have a copy of my assessment work with
me, which I can produce if the original is
lost.
Student name: _______________________________________ Signature: _______________________________
Date: ____/_____/_____
Assessment No: 2 Satisfactory / Not Satisfactory
Assessment Type: Case Study
Comments/ Feedback (If the student is deemed Not Satisfactory the Assessor MUST state the circumstances and reasons
why this judgment has been made):
Assessor Declaration:
I declare that I have conducted a fair, valid, reliable, and flexible assessment with this student, and I have provided
appropriate feedback.
Assessor Name: ___________________________________ Signature: ________________________________
Date: ____/_____/_____

Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 6 of 21
ASSESSMENT 2 – CASE STUDY
SCENARIO
Case Study
Although Bounce Fitness is known in their local communities, it is seeking an extended presence and
identity to promote the company’s unique approach and lifestyle vision to an older audience. The
organisation tendered for, and won, a health initiative to conduct a three-month pilot project involving
older typical non-users to improve their fitness and lifestyle in each of the four (4) Bounce Fitness
Centres.
The CEO and Board of Directors have asked you to manage the operational plan.
Bounce Fitness’s target clients for this project are those over 50 years of age. Starting from the initial
contact and assessment, these individuals will be looking for innovative but comfortable, effective and
convenient solutions for their needs. They may have already heard of Bounce Fitness but will be referred
and encouraged by their health providers and the staff of accommodation catering to a senior age group.
Classes will cater for up to 30 and be held weekdays at 11am.
He / she may have weight or health issues or concerns (diabetes, depression, restricted mobility) and have
an interest in improving their fitness, but rarely commences until advised by their health provider of the
necessity and benefits. The advertising will be managed by the Health Department and the Tender covers
all costs but catering. There is no cost to clients so it is expected there will be a good uptake.
Bounce Fitness will take pre- and post- weight, body mass and blood pressure measurements. They will
supply a daily class on weekdays. Each class is designed to be encouraging and fun and also deal with
weight, flexibility and diet. Those attending will be encouraged to stay and enjoy a free lunch that is
healthy and light and to converse with others pre- and post- training. They will also be shown how to
use the equipment and how to maintain their fitness through additional daily gentle exercise at home
and diet changes. The lunch will cost Bounce Fitness $15 per head per class.
It is recognised that the emotional needs including managing depression, companionship and general
interest in becoming more active in their lives generally should also be impacted positively.
Testing supplied by Bounce Fitness will include weight, body measurements and mass and blood
pressure initially and monthly thereafter. This will require the purchase of 6.
Mobile Mercury Sphygmomanometers for each Centre at a cost of $199 inc. GST each. All other testing
will be undertaken by the Ministry of Health. So, the outcomes for Bounce Fitness will be in terms of
client physical success factors and profitability. As this is a government tender, complete and accurate
record keeping is essential.
Current staff will be able to manage the new clients but will need to update their training in the
monitoring and recording of the client physical markers and diet appropriate to that age group. This
Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 7 of 21
training cost will be budgeted in the infrastructure costs for one month before the commencement of
the program at $1,500 for the month. Otherwise, they need no further development. Infrastructure
costs include use of the facility, wear and tear on carpet and equipment, cooling and administrative
costs. This is $3,000 per Centre.
There is a month to prepare, and the plan will run as a pilot project for three months. The budget for
this pilot follows.
Cashflow Budget

Plannin
g
Month		 Actual Pilot
Octobe
r		 Actua
l		 Pilot
Novemb
er		 Actua
l		 Pilot
Decemb
er		 Actual Total
Beginnin Balance g Cash $0 $139,224 $91,224 $43,224
Cash Inflows (Income)
Total Cash Inflows $150,000 $0 $0 $0 $150,000
Available Cash
Balance $150,000 		$139,224 $91,224 $43,224
Cash Outflows
(Expenses)
Infractructure costs 6,000 6,000 12,000 12,000 12,000 12,000 12,000
12,000 84,000
Sphygmomanometer 4,776 4,776 9,552
Light Lunch 36,000 36,000 36,000 36,000 36,000 36,000
216,000
Total Cash Outflows $10,776 $48,000 $48,000 $48,000
Ending Cash Balance $139,224 $91,224 $43,224 ($4,776)		 $154,776

Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 8 of 21
OBJECTIVE: You are required to demonstrate your ability to develop an operational plan with details of
how it will be implemented and monitored and have knowledge of models and methods for operational
plans. To allow you to demonstrate your skill, you must address the following Tasks using the Case Study
provided.
SUBMISSION: Provide a written reponse of your developed plan. Examine the business planning on the
Bounce Fitness website under the Infrastructure plan to get a clear picture of the expectations of plans
entered by Bounce Fitness.
Enact your report, as a response to the following points:
1. Research, analyse and list the resources that you will require for this plan and where you intend to
obtain them. Resources will include goods and services to be purchased and/or be ordered, human
resources , physical and current and future financial resources.
2. Discuss with whom you would consult in developing your plan and on an ongoing basis.
Specifically, how and when will you conduct the consultations?
3. What are your key performance indicators so you can see if you are progressing toward the
goals at the planned rate or not?
4. Looking at the plan you have developed, develop a contingency plan for each area where something
could go wrong and how you will recover. You must provide at least one plan.
5. Prepare your plan for presentation to the CEO and Board of Directors to get approval for your
resource requirements. Ensure these requirements are supported by information sources and
specialist advice as appropriate and in the report, format required by Bounce Fitness (Bounce
Fitness website under the Procedures tab / Administrative Procedures / Style Guide).
Your plan should include:
• How was the operational plan developed and/or managed?
• How have you developed and used key performance indicators?
• How has contingency planning been undertaken?
• How have you implemented performance management systems within work teams?
• How have you formulated financial plans and budgets?
6. Discuss who will need to approve your plan, how you will obtain their approval and how you
will inform the teams so that they understand and can implement the plan
Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 9 of 21
ASSESSMENT 2 CHECKLIST

Whilst undertaking the task :- Satisfactory
Is the Learner able to effectively research, analyse and document resource requirements
and develop an operational plan in consultation with relevant personnel, colleagues and
specialist resource managers?		 Yes No
Is the Learner able to effectively develop and/or implement consultation processes as an
integral part of the operational planning process? 		Yes No
Is the Learner able to effectively ensure the operational plan includes key performance
indicators to measure organisational performance? 		Yes No
Is the Learner able to effectively develop and implement contingency plans for the
operational plan? 		Yes No
Is the Learner able to effectively ensure the development and presentation of proposals
for resource requirements is supported by a variety of information sources and seek
specialist advice as required?		 Yes No
Is the Learner able to effectively obtain approval for the plan from relevant parties and
explain the plan to relevant work teams? 		Yes No

 

RESULT: S | NS
S= Satisfactory |
NS= Not Satisfactory

Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 10 of 21
ASSESSMENT 3 – Written Questionnaire

This cover sheet is to be completed by the assessor and used as a record of outcome of this assessment task.
Student Name:
Student ID No:
Unit Code: BSBMGT517
Unit Title: Manage operational plan
Date of Submission:
Student Declaration I declare that:
• These tasks are my own work, and none of this work has
been completed by any other person.
• These tasks are not plagiarised or colluded with any
other student/s.
• I have correctly referenced all resources and reference
texts throughout these assessment tasks.		 • I have read and understood the policy on
Plagiarism, cheating and collusion and
understand that if I am found to be in breach
of this policy, disciplinary action may be
taken against me.
• I have a copy of my assessment work with
me, which I can produce if the original is
lost.
Student name: _______________________________________ Signature: _______________________________
Date: ____/_____/_____
Assessment No: 3 Satisfactory / Not Satisfactory
Assessment Type: Written Questionnaire
Comments/ Feedback (If the student is deemed Not Satisfactory the Assessor MUST state the circumstances and reasons
why this judgment has been made):
Assessor Declaration:
I declare that I have conducted a fair, valid, reliable, and flexible assessment with this student, and I have provided
appropriate feedback.
Assessor Name: ___________________________________ Signature: ________________________________
Date: ____/_____/_____

Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 11 of 21
ASSESSMENT 3 – WRITTEN QUESTIONNAIRE
SCENARIO Access the Bounce Fitness website URL http://bounce.precisiongroup.com.au/account/ to
print and use the relevant documents of the organisation. You have to create an account at this website. The
access code would be provided to you by your trainer/assessor.
OBJECTIVE: You are required to demonstrate your abilities to manage resources.
SUBMISSION: Provide a written response to the following questions:-
Q1: Develop your strategies for recruiting and inducting staff to this Bounce Fitness project, if necessary.
If you do not require new staff, how will you ensure that the staff who are currently employed are fully
trained and know the expectations that must be met? On the Bounce website under the Policies and
Procedures tab is the information relating to Human Resources recruiting, induction and personal
development.
Q2: Referring to the Bounce Fitness Purchasing policies and procedures (Bounce Fitness
website under the Policies tab / Finance and under the Procedures tab / Financial Procedures)
describe your planned strategies for acquiring physical resources and s ervices if necessary, to the
implementation of your plan.
Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 12 of 21
Q3: How will you ensure that intellectual property rights are not breached during recruitment
and acquisition of resources and services?
Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 13 of 21
ASSESSMENT 3 CHECKLIST

Whilst undertaking the task :- Satisfactory
Is the Learner able to effectively develop and implement strategies to ensure that
employees are recruited and/or inducted within the organisation’s human
resources management policies, practices and procedures?		 Yes No
Is the Learner able to effectively develop and implement strategies to ensure that
physical resources and services are acquired in accordance with the
organisation’s policies, practices and procedures?		 Yes No
Is the Learner able to effectively recognise and incorporate requirements for
intellectual property rights and responsibilities in recruitment and acquisition of
resources and services?		 Yes No

 

RESULT: S | NS
S= Satisfactory |
NS= Not Satisfactory

Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 14 of 21
ASSESSMENT 4 – Written Questionnaire

This cover sheet is to be completed by the assessor and used as a record of outcome of this assessment task.
Student Name:
Student ID No:
Unit Code: BSBMGT517
Unit Title: Manage operational plan
Date of submission:
Student Declaration I declare that:
• These tasks are my own work, and none of this work has
been completed by any other person.
• These tasks are not plagiarised or colluded with any
other student/s.
• I have correctly referenced all resources and reference
texts throughout these assessment tasks.		 • I have read and understood the policy on
Plagiarism, cheating and collusion and
understand that if I am found to be in breach
of this policy, disciplinary action may be
taken against me.
• I have a copy of my assessment work with
me, which I can produce if the original is
lost.
Student name: _______________________________________ Signature: _______________________________
Date: ____/_____/_____
Assessment No: 4 Satisfactory / Not Satisfactory
Assessment Type: Written Questionnaire
Comments/ Feedback (If the student is deemed Not Satisfactory the Assessor MUST state the circumstances and reasons
why this judgment has been made):
Assessor Declaration:
I declare that I have conducted a fair, valid, reliable, and flexible assessment with this student, and I have provided
appropriate feedback.
Assessor Name: ___________________________________ Signature: ________________________________
Date: ____/_____/_____

Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 15 of 21
ASSESSMENT 4 – WRITTEN QUESTIONNAIRE
Please refer to the instructions below regarding completing this assessment
Student Instructions:
Make sure you:
• Print Clearly.
• Answer all questions.
• Use only black or blue pen to write assessment or print it.
• Ask your assessor if you do not understand a question. Whist your assessor cannot tell you the answer,
he/she may be able to re-word the question for you.
• Provide appropriate and sufficient response to questions.
• You should do your research on the subject and provide submission of this assessment by due date.
• This is NOT a closed book exam.
Questions:
Q1: In Assessment 2 – Question 3, you developed systems and processes to measure the key
performance indicators of your plan. Describe how you will monitor and review each in terms of expected
productivity and profit plans and targets.
Q2: On the Bounce Fitness website, under the Infrastructure tab you will have accessed the financial
information that describes the profitability expectations of Bounce Fitness. Comparing this to the budget
supplied, review the plan in terms of what would ideally be expected and how it could be achieved.
Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 16 of 21
Q3: Look again at all of the systems and processes and for each, detail how you will manage
underperformance.
Q4: Detail how you would identify underperformance in staff and how you will manage this and support
them.
Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 17 of 21
Q5: If you see areas requiring variations to the plan, who would you refer this to and by what means?
How will you record the performance of staff? If you are unable to find what you believe is necessary on the
Bounce Fitness website, design your own and include a copy for your Assessor.
Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 18 of 21
ASSESSMENT 4 CHECKLIST

Whilst undertaking the task :- Satisfactory
Is the Learner able to effectively develop, monitor and review performance
systems and processes to assess progress in achieving profit and
productivity plans and targets?		 Yes No
Is the Learner able to effectively analyse and interpret budget and actual
financial information to monitor and review profit and productivity
performance?		 Yes No
Is the Learner able to effectively identify areas of under- performance,
recommend solutions and take prompt action to rectify the situation? 		Yes No
Is the Learner able to effectively plan and implement systems to ensure that
mentoring and coaching are provided to support individuals and teams to
effectively, economically and safely use resources?		 Yes No
Is the Learner able to effectively negotiate recommendations for variations to
operational plans and gain approval from designated persons/groups? 		Yes No

 

RESULT: S | NS
S= Satisfactory |
NS= Not Satisfactory

Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 19 of 21
ASSESSMENT 5 – Role Play

This cover sheet is to be completed by the assessor and used as a record of outcome of this assessment task.
Student Name:
Student ID No:
Unit Code: BSBMGT517
Unit Title: Manage operational plan
Date of submission:
Student Declaration I declare that:
• These tasks are my own work, and none of this work has
been completed by any other person.
• These tasks are not plagiarised or colluded with any
other student/s.
• I have correctly referenced all resources and reference
texts throughout these assessment tasks.		 • I have read and understood the policy on
Plagiarism, cheating and collusion and
understand that if I am found to be in breach
of this policy, disciplinary action may be
taken against me.
• I have a copy of my assessment work with
me, which I can produce if the original is
lost.
Student name: _______________________________________ Signature: _______________________________
Date: ____/_____/_____
Assessment No: 5 Satisfactory / Not Satisfactory
Assessment Type: Role Play
Comments/ Feedback (If the student is deemed Not Satisfactory the Assessor MUST state the circumstances and reasons
why this judgment has been made):
Assessor Declaration:
I declare that I have conducted a fair, valid, reliable, and flexible assessment with this student, and I have provided
appropriate feedback.
Assessor Name: ___________________________________ Signature: ________________________________
Date: ____/_____/_____

Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 20 of 21
ASSESSMENT 5 – ROLE PLAY
SCENARIO You have to demonstrate your ability to coach individuals showing poor performance. To
achieve this you will perform a role play with your Assessor acting as the underperforming staff member.
The Assessor will take some aspect of your assessment and act as a poor performer in their chosen
circumstance. You must coach the individual (Assessor) exactly as you would in a real-life situation.
OBJECTIVE: You are required to demonstrate your abilities to manage resources. The Assessor will
record their feedback and comments on your skills on the following chart.
SUBMISSION: Your performance will be recorded as per the checklist provided and you must stand
satisfactory in all points.
Document: BSBMGT517 Assessment Pack
RTO # 41380 | CRICOS # 03632K |Version: 1.1 | Page 21 of 21
ASSESSMENT 5 CHECKLIST

Whilst undertaking the task did the learner :- Satisfactory
Communicate effectively to explain the problem and the plan for
improvement? 		Yes No
Use active listening techniques such as nodding, questioning and open body
language? 		Yes No
Make you feel comfortable and willing to share information? Yes No
Negotiate a resolution or provide sufficient clarification to satisfy your queries? Yes No
Show respect and give you the opportunity to express yourself? Yes No

 

RESULT: S | NS
S= Satisfactory |
NS= Not Satisfactory