Enterprise Educational Resource Companion Assessment Material

Enterprise Educational Resources Companion assessment material
Enterprise Educational Resource companion assessment

material
This final assessment material has been designed for use with the following Enterprise
Educational Resource book available from Amazon.com.au:
BSBMGT517 – Manage operational plan (Release 1)
For trainers and assessors: The companion material may be used ‘as is’ or customised by
registered training organisations (RTOs) to suit individual requirements. Note that the
responsibility of ensuring that the assessment process and content complies with the
Standards for RTOs 2015 requirements rests solely and entirely with the RTO using the
assessment material.
For learners: Use the assessment material as a self-test before you undertake your final
assessment for this unit. Use the tables 1-5 to look up the sections in the book that cover
each aspect.
This summative assessment material is separated into three sections, using the following
assessment methods:
 Questions – to assess knowledge and understanding.

 Demonstration – to assess skills in either a simulated or actual workplace. This
may also include observation of skills by a third party (where applicable).
 Projects – to assess knowledge, understanding and skills through practical
applications or projects.
The following tables map each assessment item against the unit of competency
information and the relevant section of the Enterprise Educational Resource book:
 Table: 1 - Unit elements and performance criteria mapped to assessment items.

 Table: 2 - Knowledge evidence mapped to assessment items.
 Table: 3 - Performance evidence mapped to assessment items.
 Table: 4 - Foundation skills mapped to assessment items.
 Table: 5 - Dimensions of competency mapped to assessment items (most
pertinent items).
Assessment material – BSBMGT517 (V1.0, Apr 2016) 1
© Copyright. Use permitted in accordance with the Terms of use of the website: www.enterprise-educational-resources.com
Questions
Learners must provide the correct response(s) to all the questions that follow.
1. Explain how an organisation’s policies and procedures relate to the operational plan.
2. Explain the role of an operational plan in achieving the organisation’s objectives.
3. Describe the key differences between rational and essential operational planning models.
4. Outline an operational planning scenario that would be require use of the fundamental operational planning model.
5. Describe the difference between an output and an outcome key performance indicator (KPI).
6. Explain how an efficiency KPI differs from a process KPI.
7. Explain how monitoring an operational plan’s expenditure budget could be classified as a KPI.
8. List the characteristics of KPIs.
9. Explain what is meant by top-down budgeting.
10. Explain how a detailed operational budget is prepared using a bottom-up approach.
11. Explain how the return on investment could influence the total budget allocation for an operational plan activity.
12. Explain how risk could influence the total budget allocation for an operational plan activity.
13. Explain what options are available for a manager who has found that there is a significant budget expenditure overrun at the halfway point
of an operational plan activity.
14. Explain what options are available for a manager in the situation where a revised budget forecast indicates there will be a significant budget
expenditure overrun for an operational plan activity.
15. What are the work health and safety WHS duties of a person conducting a business or undertaking (PCBU)?
16. What are the work health and safety WHS duties of an officer?
17. What are the requirements for consultation under the WHS Act?
18. What are the requirements for hazard identification and risk assessment under the WHS Act?
19. What are the requirements for managing safety hazards under the WHS Act?
20. What are the requirements for record keeping under the WHS Act?
21. What are the requirements for reporting under the WHS Act?
Demonstration
Learners must demonstrate their ability to correctly:
(Note: If a specific volume or frequency is not stated, then evidence must be provided at least once)
1. Listen and comprehend information from a variety of spoken exchanges with clients, co-workers and other stakeholders.
2. Confirm understanding through questioning and active listening.
3. Present information to a range of audiences using appropriate register, vocabulary and paralinguistic features.
4. Identify and use appropriate conventions and protocols when communicating with colleagues and external stakeholders.
5. Collaborate with others to achieve joint outcomes, play an active role in facilitating effective group communication, influence direction and
occasionally take on a leadership role.
Project
Learners must correctly complete the following project based on the scenario provided:
Business overview
CanDo Enterprises is a small organisation that has a core business of selling garden plant seeds by mail order. Orders are received by
telephone or through the business' web site. CanDo Enterprises competes with all businesses that sell the same products either through mail
order or through shop front retail outlets. This includes large companies, nurseries and seed wholesalers.
CanDo Enterprises' customers are mostly from small rural communities where there are few or no shop front retail outlets supplying seeds.
CanDo Enterprises maintains a diverse range of seed varieties to provide customers with a wide selection.
A key customer service performance objective is to dispatch product within one working day of receiving the order. Orders are prepared and
sent to the Post Office by 1:00 pm each day to ensure that overnight dispatch occurs.
CanDo Enterprises has a single CEO who has the responsibility to manage the overall business. There are two supervisors who report directly
to the CEO. One supervisor manages orders and dispatch, while the other supervisor manages marketing, seed stock supplies and determines
the product range that will be available for sale. At peak periods, there are three people working in dispatch, but in non-peak times there are
only two people. There is one person working solely in marketing and sales catalogue production. The business manager is responsible for all
other aspects of the business. Outsourcing is used for accounting, web page development and management, and recruitment.
Mission statement
CanDo Enterprise is committed to:
 providing high quality garden seed products

 providing a prompt mail order service
 offering a diverse range of garden seeds
 providing personalised service

 employing enthusiastic staff
 adopting sustainable work practices
 undertaking continuous improvement processes.
Strategic objectives
Over the five year period from 2017-2022 CanDo enterprises has the following strategic objectives:
 consolidate and expand its niche position in the garden seed retail market for small rural communities
 improve operational efficiency
 increase cash reserves to better manage peaks and troughs in demand.
Business objectives
CanDo Enterprises will focus on the following business goals in 2017 to support its five (5) year strategic plan:
 Financial stability:
- Increase sales income by 10% annually
- Increase profit levels from 10% of sales income to 15% of sales income
- Invest 10% of current profit into supporting business plan initiatives
 Market position:
- Expand product sales into one new rural region
- Improve telephone and on-line ordering procedures to provide improved levels of customer service
- Promote seed products on a seasonal basis to existing customers
 Human resources:
- Create greater flexibility in working hours and work location
- Increase trading hours to accommodate after hour and weekend sales
 Product range:
- Undertake research to better match sales catalogue to region, climate and season
- Remove products from range that make a net loss
Operational plan 2017
Two items from the CanDo Enterprises operational plan for 2017 are outlined in the table below. These items support specific strategic and
business objectives.
Activity Market research for one new rural region Increase trading hours
Objective Expand sales into a new rural region Expand trading hours to accommodate people who
work full-time
Outcome Prepare a suitable product range to market to a new Extend phone order times to 7:00pm on weekdays
regional area and from 9:00 am to 5:00 pm on Saturdays
How will it be done? Visit region and talk to potential customers about their Consult with dispatch team to establish a trial period
garden seed requirements of taking after hours phone orders
Responsible person Marketing supervisor Dispatch supervisor
When? Autumn 2017 Spring 2017
Budget $3000 $6500
Performance indicator Regional specific sales catalogue prepared by July 31 Extended hours for phone orders trialed and
evaluated by November 2017
Resource assumptions
The assumptions that can be used with these operational plans are:
 Staff involved are an overhead cost and their time will be estimated, but not attributed to the budget allocation
 The cost of CEO labour is $50.00 per hour.
 The cost of supervisor labour is $40.00 per hour.
 The cost of marketing and dispatch staff labour is $35.00 per hour.
 Commencement date is April 1st.
Select one of the operational plan items from the table above and answer the following questions about implementing this activity.
1. Document at least six issues or questions that you have identified that will help to clarify the requirements of the operational plan item.
2. Prepare a short response for each of the issues or questions in Q1 above and add these to the resource assumptions already provided.
As you work through the operational plan, you may identify further questions that will require further assumptions. Add these to the
questions / issues for Q1 and to the responses / assumptions for this item.
3. Put yourself in the position of the person responsible for implementing the operational plan items (i.e. the Marketing supervisor or the
Dispatch supervisor, depending on which operational plan you selected for this project). In terms of CanDo Enterprises’ mission statement,
strategic objectives and business objectives, provide at least three reasons why this person is suitable for implementing this aspect of the
operational plan.
4. List the people who should be included in the consultation process for this operational plan item and explain why they should be consulted.
5. Explain which consultation mechanisms would be most suitable for achieving effective consultation for this operational plan item.
6. Prepare a table or spreadsheet that provides the following information:
- Dissect the operational plan item into tasks and sub-tasks and sequence them into a logical order.
- Determine the resource requirements for each task and sub-task.
- Calculate the overall costs, including the costs of using Can-Do Enterprises staff to do the work.
- Determine timeframes for each task and sub-task with an indication of how much time is required and how much time is available
(contingency time).
- Determine the task dependencies.
- Prepare a timeline.
- Identify and assess possible risks and determine suitable treatment measures to manage the risks.
7. Determine suitable input, process, output, outcome and efficiency key performance indicators (KPIs) to measure the progress of the plan’s
implementation and its overall success.

8. Identify events that may have a negative impact on the operational plan’s implementation and determine what contingencies should be built
into the plan to manage these events if they occur.
9. You are finding it difficult to fit the implementation of the operational plan item into your normal work schedule. Prepare a proposal for the
CEO, which outlines the need for employing a temporary administrative assistant through the high workload period. This financial cost of
this temporary position will need to be calculated and the additional funding required will need to be included in the proposal.
10. Outline the duties that the administrative assistant will perform and prepare a list of essential and desirable skills for the administrative
assistant position.
11. Prepare an induction procedure, timeline and checklist to use for inducting new staff at CanDo Enterprises. Outline how the induction
procedure complies with legislative requirements.
12. Prepare a WHS information sheet to provide to new employees that outlines the WHS roles and responsibilities of people at CanDo
Enterprises.
13. Prepare a schedule, outlining the timeline for acquiring the physical and human resources for the implementation plan. In the schedule,
allow 2 weeks for the supply of goods, and 1 week for organising services such as car hire, accommodation, catering and printing. Allow 1
week to get approval for recruitment, 2 weeks for advertising, 2 weeks for the selection process and 4 weeks before the suitable applicant
can commence work.
14. Develop a purchasing information sheet that will assist other people in ensuring that physical resources and services are acquired in a
timely manner. The information sheet should address issues such as expenditure delegation, competitive quotes, supporting information,
purchase acquittal, return of damaged goods, non-supply of good and goods supplied with incorrect specifications.
15. Undertake some research and develop some guidelines that CanDo Enterprises staff can use to ensure that photographs of plants used to
produce the sales catalogue do not infringe copyright of the image owner(s).
16. Outline the processes that would be suitable for monitoring the progress of this operational plan item as it is being implemented. The
processes will need to align with the KPIs identified in Q7 above.
17. What impact does the recruitment schedule have on the operational plan timeline? Demonstrate this impact using two Gantt charts. The
first chart to show the situation where no recruitment occurs and the second chart to show the situation where recruitment is required.
18. What impact does staff recruitment have on the original operational plan budget? Include consideration of the additional time taken to
organise recruitment, and the cost of the administrative assistant.
19. The available information is indicating a problem - the benefits of the hiring an administrative assistant appear to be outweighed by the time
and cost that that will be required to implement the recruitment process. Use the IDEAL model of problem solving to determine a suitable
solution for this problem. Document each stage of the process by:
- Identifying the problem
- Defining the problem
- Examining the options
- Acting on the plan
- Looking at the consequences.
20. Prepare a coaching plan that can be used for familiarising the new administrative assistant with CanDo Enterprises’ procedures and work
practices. Assume that another member of staff will be doing the coaching, so the plan is intended for this person (the coach) to use.
21. Prepare a report requesting a variation to the operational plan item, based on the solution identified in Q19 above.
22. Collate all of the information from questions 1 – 21 into a single document. Suitable headings should be used to assist the reader in
navigating through the information that is recorded and collated.
Table: 1 - Unit elements and performance criteria mapped to assessment items
Learner resource book section number &

Elements and performance criteria Questions Demonstration Project
name
1. Develop operational plan
1.1 Research, analyse and document resource
1.1 What is an operational plan
requirements and develop an operational plan
1, 2, 3
in consultation with relevant personnel,
1.2 Operational plan analysis
colleagues and specialist resource managers
1.2 Develop and/or implement consultation
processes as an integral part of the operational 1.2 Operational plan analysis 4, 5
planning process
1.3 Ensure the operational plan includes key
performance indicators to measure 1.2 Operational plan analysis 7
organisational performance
1.4 Develop and implement contingency plans
1.2 Operational plan analysis 8
for the operational plan
1.5 Ensure the development and presentation
of proposals for resource requirements is
1.2 Operational plan analysis 6, 9
supported by a variety of information sources
and seek specialist advice as required
1.6 Obtain approval for the plan from relevant
parties and explain the plan to relevant work 1.3 Operational plan requirements example 6
teams

name
2 Plan and manage resource acquisition
2.2 Human resources
2.1 Develop and implement strategies to
ensure that employees are recruited and/or 2.5 Recruitment
inducted within the organisation’s human 2.6 Employee induction 10, 11, 12
resources management policies, practices and
2.7 WHS requirements
procedures
2.8 Professional development
2.2 Develop and implement strategies to 2.1 Physical resources
ensure that physical resources and services are 2.3 Resource acquisition proposals 13, 14
acquired in accordance with the organisation’s
policies, practices and procedures 2.4 Purchasing resources and services
2.3 Recognise and incorporate requirements
for intellectual property rights and
2.9 Intellectual property 15
responsibilities in recruitment and acquisition
of resources and services

name
3 Monitor and review operational

performance
3.1 Develop, monitor and review performance
3.1 Monitoring time
systems and processes to assess progress in
16, 17
achieving profit and productivity plans and
3.3 Other performance measures
targets
3.2 Analyse and interpret budget and actual 1.2 Operational plan analysis
financial information to monitor and review 18
profit and productivity performance 3.2 Monitoring costs
3.3 Other performance measures
3.3 Identify areas of under-performance,
3.4 Data analysis
recommend solutions and take prompt action 19
4.2 Unsatisfactory performance
to rectify the situation
4.3 Problem solving
3.4 Plan and implement systems to ensure that
4.1 Supervision
mentoring and coaching are provided to
20
support individuals and teams to effectively,
4.4 Mentoring and coaching
economically and safely use resources
3.5 Negotiate recommendations for variations
to operational plans and gain approval from 4.5 Operational plan variations 21
designated persons/groups
3.6 Develop and implement systems to ensure 4.5 Operational plan variations
that procedures and records associated with 4.6 Operational plan records 22
documenting performance are managed in
4.7 Organisational records
accordance with organisational requirements
Table: 2 – Knowledge evidence mapped to assessment items

Knowledge evidence Questions Demonstration Project
name
Describe models and methods for operational 3, 4
plans
Explain the role of an operational plan in 2
achieving the organisation’s objectives
1.2 Operational plan analysis 9, 10, 11, 12, 13,
Explain budgeting processes 14
3.2 Monitoring costs
List alternative approaches to developing key
5, 6, 7, 8
performance indicators to meet business 1.2 Operational plan analysis
objectives
2.5 Recruitment
Outline the legislative and regulatory context 2.6 Employee induction
11, 12, 14, 15
relevant to the operational plan of the 2.7 WHS requirements
organisation 2.4 Purchasing resources and services
2.9 Intellectual property
2.1 Physical resources
Outline the organisation’s policies, practices 2.2 Human resources
1 14, 15
and procedures that directly relate to the 2.3 Resource acquisition proposals
operational plan. 2.4 Purchasing resources and services
2.9 Intellectual property
Table: 3 – Performance evidence mapped to assessment items

Performance evidence Questions Demonstration Project
name
Develop and implement an operational plan
using a variety of information sources and
consultation (including using specialist advice 1.2 Operational plan analysis 6, 9
if required) which includes: resource
requirements
consultation (including using specialist advice 1.2 Operational plan analysis 7
if required) which includes: key performance
indicators
Develop and implement an operational plan 1.2 Operational plan analysis
using a variety of information sources and 3.1 Monitoring time
consultation (including using specialist advice 17, 18
3.2 Monitoring costs
if required) which includes: monitoring
processes 3.3 Other performance measures
consultation (including using specialist advice
if required) which includes: contingency plans
Communicate effectively with relevant
stakeholders to explain the plan and
4.5 Operational plan variations 21
supporting information, seek approvals,
negotiate variations and engage work teams

Performance evidence Questions Demonstration Project
name
Develop and implement strategies to achieve 2.5 Recruitment
the operational plan within the organisation’s
policies, practices and procedures including: 2.6 Employee induction 11, 12
recruiting, inducting and developing
personnel 2.8 Professional development
Develop and implement strategies to achieve 2.1 Physical resources
2.3 Resource acquisition proposals 13, 14
policies, practices and procedures including:
acquiring physical resources and services 2.4 Purchasing resources and services
Develop and implement strategies to achieve
2.9 Intellectual property 15
protecting intellectual property
Develop and implement strategies to achieve
4.5 Operational plan variations 21
making variations to the plan
Develop and implement strategies to achieve 1.2 Operational plan analysis
the operational plan within the organisation’s 3.1 Monitoring time
16, 18
policies, practices and procedures including: 3.2 Monitoring costs
monitoring and documenting performance 3.3 Other performance measures
Table: 4 – Foundation skills mapped to assessment items

Foundation skills Questions Demonstration Project
name
Reading: Identifies and extracts relevant 1.1 What is an operational plan
1
information from a range of complex texts 1.2 Operational plan analysis
Reading: Gathers, interprets and analyses 1.1 What is an operational plan
workplace documentation to determine 1, 2
requirements for the operational plan 1.2 Operational plan analysis
Writing: Develops and documents a range of
detailed texts relating to the management of
1.2 Operational plan analysis 6, 9
an operational plan according to
organisational requirements
Writing: Ensures the vocabulary, grammatical
structures and conventions are appropriate 1.2 Operational plan analysis 6, 9
for the context and target audience
Oral Communication: Presents information to
a range of audiences using appropriate
1.3 Operational plan requirements example 3
register, vocabulary and paralinguistic
features
Oral Communication: Listens and
comprehends information from a variety of
spoken exchanges with clients, co-workers
and other stakeholders
Oral Communication: Confirms understanding
through questioning and active listening

name
Numeracy: Selects and uses mathematical
1.2 Operational plan analysis
problem-solving strategies to organise
resource requirements, performance 18
benchmarks and financial viability of the 3.2 Monitoring costs
operational plan
Navigate the world of work: Monitors
adherence to organisational policies, 2.5 Recruitment
procedures and considers own role in terms
of its contribution to broader goals of the 2.6 Employee induction
work environment
Navigate the world of work: Appreciates the 2.7 WHS requirements 15, 16, 16, 18,
implications of legal responsibilities with 12
2.8 Professional development 19, 20, 22
specific reference to health and safety
Interact with others: Identifies and uses
appropriate conventions and protocols when
communicating with colleagues and external
stakeholders
Interact with others: Collaborates with others
to achieve joint outcomes, playing an active 4.1 Supervision
role in facilitating effective group interaction, 5
influencing direction and taking a leadership 4.4 Mentoring and coaching
role on occasion

name
Get the work done: Takes responsibility for
developing and implementing systems and 1.1 Operational plan example
processes to achieve organisational
3
objectives, seeking advice, feedback and
support as required to assist in the 1.2 Operational plan analysis
development and planning phase
Get the work done: Sequences and schedules
complex activities, monitors implementation, 1.2 Operational plan analysis 6
and manages relevant communication
Get the work done: Uses systematic analytical
processes to aid decision making, identify
4.3 Problem solving 19
potential problems and generate contingency
plans or solutions
Table: 5 - Dimensions of competency mapped to assessment items (most pertinent items)
Dimensions of competency Questions Demonstration Project
Task skills 3 16, 17, 18

Task management skills 5 10, 11, 12
Contingency management skills 5, 6, 7, 8 1, 2, 4, 5, 6, 7, 8, 9
9, 10, 11, 12, 13,
Job role/environment skills 1, 2, 4
14

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Enterprise Educational Resources Companion assessment material

Enterprise Educational Resource companion assessment

BSBMGT517 – Manage operational plan (Release 1)

 Questions – to assess knowledge and understanding.

 Table: 1 - Unit elements and performance criteria mapped to assessment items.

Assessment material – BSBMGT517 (V1.0, Apr 2016) 1

Assessment material – BSBMGT517 (V1.0, Apr 2016) 2

Learners must demonstrate their ability to correctly:

Assessment material – BSBMGT517 (V1.0, Apr 2016) 3

CanDo Enterprise is committed to:

 providing high quality garden seed products

Assessment material – BSBMGT517 (V1.0, Apr 2016) 4

 providing personalised service

Assessment material – BSBMGT517 (V1.0, Apr 2016) 5

- Remove products from range that make a net loss

Operational plan 2017

Responsible person Marketing supervisor Dispatch supervisor

When? Autumn 2017 Spring 2017

Budget $3000 $6500

Assessment material – BSBMGT517 (V1.0, Apr 2016) 6

Assessment material – BSBMGT517 (V1.0, Apr 2016) 7

implementation and its overall success.

Assessment material – BSBMGT517 (V1.0, Apr 2016) 8

Assessment material – BSBMGT517 (V1.0, Apr 2016) 9

Table: 1 - Unit elements and performance criteria mapped to assessment items

Learner resource book section number &

Assessment material – BSBMGT517 (V1.0, Apr 2016) 10

Learner resource book section number &

Assessment material – BSBMGT517 (V1.0, Apr 2016) 11

Learner resource book section number &

Assessment material – BSBMGT517 (V1.0, Apr 2016) 12

Table: 2 – Knowledge evidence mapped to assessment items

Learner resource book section number &

Assessment material – BSBMGT517 (V1.0, Apr 2016) 13

Table: 3 – Performance evidence mapped to assessment items

Learner resource book section number &

Assessment material – BSBMGT517 (V1.0, Apr 2016) 14

Learner resource book section number &

Assessment material – BSBMGT517 (V1.0, Apr 2016) 15

Table: 4 – Foundation skills mapped to assessment items

Learner resource book section number &

Assessment material – BSBMGT517 (V1.0, Apr 2016) 16

Learner resource book section number &

Assessment material – BSBMGT517 (V1.0, Apr 2016) 17

Learner resource book section number &

Table: 5 - Dimensions of competency mapped to assessment items (most pertinent items)

Dimensions of competency Questions Demonstration Project

Task skills 3 16, 17, 18

Assessment material – BSBMGT517 (V1.0, Apr 2016) 18

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