Bsbops502 Manage Business Operational Plans

BSBOPS502 Manage business operational plans
PROJECT
PORTFOLIO
STUDENT VERSION
BSBOPS502
MANAGE BUSINESS
OPERATIONAL PLANS
First published 2021
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BSBOPS502 Project Portfolio | V 1.0 / Page 2
Contents
Section 1: Planning for an operational plan 5

Section 2: Developing an operational plan 13
Section 3: Managing operational performance 20
Student name: Fendi Oei
Assessor: Ian Burns
Date: 19/11/2024
Business this assessment is WORLDUCATION

based on:
Documentation reviewed as Simulation Pack

preparation:
Section 1: Planning for an operational plan
About the organisation

Provide an overview of the
organisation and5.1
product/services/programs.
Product: Hardware and Software Computers for Students
Services: On the hardware side, they offer devices such as computers,

laptops, servers, and other components, along with customization,
assembly, maintenance, repair, and technical support and warranty
services. On the software side, they provide custom application
development, license sales, system integration, user training, updates,
and data security solutions such as antivirus and firewalls. This
combination of services allows hardware and software to work

synergistically, providing integrated solutions that support individuals and
businesses to operate more effectively and efficiently in the digital age.
Describe the key functions Program: Change the way children learn in school and create the most
and activities of the work effective form of learning by utilizing man-made awareness technology
area you will develop an
that can track each child's progress and modify according to their needs
operational plan for.
as they learn.
Briefly describe at least

1. Develop a cloud-firing technique that includes many clouds.
two objectives outlined in
the strategic plan (if there A cloud-first strategy should extend beyond the IT department's scope.
is no strategic plan for your The entire organization must understand and accept it. As a result, IT
business, develop two organizations must concentrate on more than just the technical aspects of
objectives for your work
a cloud-first strategy.
area or business).
2. Practice workload placement analysis on a regular basis.

Continuous workload placement analysis entails reassessing workloads
on a frequent basis, determining if the existing execution venue
adequately fulfills the organization's demands and whether migrating to a
different model provides more value without putting the organization's
operations at risk.
Describe your job role.

1. Raise sales to increase donations to needy classrooms.
Explain how your job role
2. Improve our people's talents so that we may better serve our
contributes to the broader
goals of the business or consumers.
work area.
As the Sales manager has addressed the objectives “increase sales to
increase donations to needy classrooms” and “strengthen the skills of our
people, to better support customers”.
Source information The CEO has asked every manager to create an operational plan to
Identify stakeholders who implement this model in their department. The manager must operate
will contribute to the within the forecasted cost amounts.
operational plan and
provide relevant approvals:
The Sales manager has decided to address the objectives “increase sales
Who are they (consider
to increase donations to needy classrooms” and “strengthen the skills of
escalation, specialist
our people, to better support customers”.
resource manager,
colleague, client)?
What contribution will they Activities relate to the first objective include:
make? Activity 1: Create an online advert for the new product (quoted price of
What will they approve (if $25000)
relevant)? Activity 2: Arrange a live demonstration for existing customers

Identify and summarise
any legislation relevant to Activity 3: Create rewards program to reward school based on number of
the operational plan you downloads.
develop.
Identify and summarise
Activities related to the second objective include:
any organisational policies
Activity 1: Train sales staff to use new product
and procedures relevant to
the operational plan you Activity 2: Organise school visits
develop. (Attach proof to Activity 3: Sponsorship program to develop personal relationships
this section of 7.1
your
between less fortunate children and sales staff.
portfolio).
Summarise the financial
information (e.g., budget
and forecast) that will
inform spending and
(attach proof to this section
of your portfolio).
Identify potential
activities
What potential activities Set Goals that motivate you

are required to address the 2. Set Smart Goals 7.2
objectives (at least three 3. Set Goals in Writing
per objective)?
4. Make an Action Plan
5. Stick with it
What are your suggested Goals achievement requires commitment, so maximise the likelihood of
time frames for each
success, you need to feel a sense of urgency and have an “I must do this”
activity?
attitude.
Who will be responsible for Task Responsible Team

the completion of each
activity?
Project Planning Project Manager
Research Research Team
Development Development Team
Testing Quality Assurance Team
Launch Marketing Team
Establish potential The goal of activity resource estimating is to assign resources to each
human resource activity in the activity list. There are five tools and techniques for
requirements
estimating activity resources.
For each potential activity 8.1
in the operational plan, list
Expert
8.2 judgment means bringing in experts who have done this sort of
the human resources
required (at least one new work before and getting their opinions on what resources are needed.
human resource should be
required). Alternative analysis means considering several different options for how
For each human you assign resources. This includes varying the number of resources as
resource:
well as the kind of resources you use. Many times, there’s more than one
research and summarise way to accomplish an activity and alternative analysis helps decide among
information on
the possibilities.
resource options and
how the resource may Published estimating data is something that project managers in a lot of
be sourced (e.g. can industries use to help them figure out how many resources they need.
internal staff do the They rely on articles, books, journals, and periodicals that collect, analyse,
job, are consultants
and publish
8.3
data from other people’s projects.
required etc.?).
analyse options and
Project management software such as Microsoft Project will often have
choose one.
features designed to help project managers estimate resource needs and
explain how the resource
constraints and find the best combination of assignments for the project.
will be recruited and
inducted following Bottom-up estimating means breaking down complex activities into pieces
policy and procedure. and working out the resource assignments for each piece. It is a process
explain any financial of estimating individual activity resource need or cost and then adding
implications (e.g. these up together to come up with a total estimate. Bottom-up estimating
approval required,
is a very accurate means of estimating, provided the estimates at the
amount to be
schedule activity level are accurate. However, it takes a considerable
budgeted for etc.).
amount of time to perform bottom-up estimating because every activity
explain any Intellectual
Property (IP) must be assessed and estimated accurately to be included in the bottom-
requirements, rights up calculation. The smaller and more detailed the activity, the greater the
and responsibilities accuracy and cost of this technique.
linked to the resource.
Establish potential physical Every business need resources, whether it's people, money, suppliers, or
resource requirements time. The physical resources include tangible items thatare necessary and
8.4
Use the information from
available for a business to function. These are items that take space, have
your research and
knowledge of your work a value, and are used in the operation of the company.
area.
For each potential activity Physical resources are necessary for all types of business. Product-based
in the operational plan, list
businesses use physical resources for providing the goods for sale and for
the physical resources
required (identify at least the operation of the business. Service-based businesses use physical
one). resources to facilitate the delivery of the service, such as having a space
to work, tools that are needed for the service, and resources used to
support the service.
For each physical

resource: Physical resources, which include facilities, equipment, land, and other
research and summarise assets, support student learning programs and services and improve
information on
institutional effectiveness. Physical resource planning is integrated
resource alternatives
(e.g., RPA vs human with institutional planning.
input) 9.1
analyse options and
choose best one
explain how the resource
will be Information can be communicated to team members via email and other
obtained/purchased formal or informal written forms (such as memos or notices) or using the
following policy and phone. Information can also be presented visually and verbally via
9.2
procedures
presentations at meetings or demonstrations, such as operating new
explain any financial
implications (e.g., equipment one-to-one or in small groups. You may also need to advise
approval required, and communicate changes and outcomes outlined in operational plans to
amount to be customers and clients.
budgeted for etc.)
explain any Intellectual
Property (IP) Always conduct checks on the documentation when seeking sign-off and
requirements, rights approval from the human resources department or authority in an
and responsibilities organisation. You can ask a colleague to carefully read the
linked to the resource
documentation, check it for errors and ensure compliance with the
(other than those
already considered). organisational requirements. Any advertisements that have been
developed and subsequently processed for printing in hard copy or
publication via the internet or intranet should be proofed to check for errors
before receiving final approval.
Establish potential KPIs There are a number of approaches to developing KPIs. Organisations
For each activity, establish
need to identify approaches that are most relevant to their unique
measurable KPIs.
Show how you approached business outcomes and planning activities. Below are some guidelines on
establishing the KPIs in a different approaches that can be used for developing KPIs.
mathematical way using
problem-solving. 9.3
Lifecycle approach - KPIs may be developed using a lifecycle approach.
How do the KPIs reflect
financial requirements? For example, in managing a project, KPIs would focus on each stage of
List ways to monitor the the project life cycle such as design, planning, implementation and
KPIs. finalisation. The use of a lifecycle approach to developing KPIs ensures
they are assigned at all stages of the lifecycle from start to end.
Statutory and regulatory requirements - It may be appropriate to focus the
selection of KPIs on statutory and regulatory requirements and obligations.

For example, a KPI could be developed that requires the appropriate
authority to undertake a regular audit to assess compliance with the
legislation.
Risk-based approach - The risk-based approach identifies those specific

10.1
services, functions or activities that may have a negative or detrimental
impact on an organisation. By identifying areas of risk, KPIs can be used
to measure progress towards mitigating the risk.
Identify data security Refer to Privacy Act 1988, This legislation protects all personal information
issues handled by businesses. Attached to this legislation are the 13 Australian
Identify any data security Privacy Principles, which set the standard for handling personal
requirements or issues information. These Australian Privacy Principles relate to:
associated with the
• correction of personal information.
activities.
• open and transparent management of personal information
• collection of solicited personal information
• dealing with unsolicited personal information
• notification of the collection of personal information
• use or disclosure of personal information
• direct marketing
• cross-border disclosure of personal information
• adoption, use or disclosure of government related identifiers
• quality of personal information
• security of personal information
• access to personal information
• anonymity and pseudonymity
Attach: Proof of policies and procedures relevant to work area and/or ☒

operational plan
Proof of financial information and relevant calculations (e.g. ☒

budget, graphs)
10.2
Proof of Policies:
(add summary of policies that you want to mention in the Operational Plan you are develop)
 Policy 1
Data Protection and Privacy Policy
Purpose: In order to safeguard personal information from unauthorized access and stays afloat
legal regulations.
Key Points:
1. Collecting Data:
We only request your name and email when you subscribe to our newsletter.
2. Using Data:
We only use your email to notify you of updates on this site and never share it with any third
party.
3. Storing Data:
All of your information is safely stored on a server that requires a password to access It.
4. Access Rights:
The law lets you get a copy of information we have on you or make modifications to it
whenever you want.
5. Staff Training:
We assure our clients that their data will always be well handled and protected by our highly
trained team.
6. Responding to Breaches:
In the case of a breach of data, we will notify you and work on the solution immediately.
 Policy 2
Health and Safety Policy
Purpose: So that nobody gets sick or injured while at their working place.
Key Points:
1. Workplace Safety:
We conduct routine risk assessment for the workplace and address any problems detected.
2. Employee Training:
Everyone in staff will know what to do in cases of emergencies and what precaution measures
to take.
3. Reporting Incidents:
If you noticed any accident or something like that, please let us know immediately and we shall
concern ourself.
4. Health Support:
For mental health issues, we offer some publications and for normal comprehensive health
check-up, there are some publications also.
5. Compliance:
We abide to all health and safety laws and ensure this policy is updated yearly in order to
remain relevant.
 Policy 3
Equal Opportunity Policy
Purpose: So that everyone is treated fairly in the workplace.
Key Points:
1. No Discrimination:
Equality means that we do not discriminate against anyone based on their race, gender, age or
disability.
2. Fair Hiring:
We invite everybody to apply with us and we select people according to their skills.
3. Respectful Workplace:
We promote a welcoming atmosphere to ensure that everyone has a place, which they belong
to and valued.
4. Equal Opportunities:
Opportunities for training and promotion are equal to all the workers of the company.
5. Report Issues:
If there is or has been any discrimination or harassment, let us know and that will be dealt with
regardless of the outcome to you.
Proof of Financial Information:

(Reference the financial document that you included in the assessment section above)
 Document 1
 Document 2
Section 2: Developing an operational plan
Consult with others

13.1
Summarise the outcomes of 1. The first rule of engagement is all about sharing information in a
purposeful and consistent way. All key stakeholders need to
your meeting with relevant
know the organization’s core purpose. External stakeholders
stakeholders: need to understand why the organization exists and what value it
Which stakeholders did you provides for its customers, vendors, and the market. Internal
stakeholders need to know where the organization is going so,
consult with? they can align their work with those goal(s) and direction. To
13.2
Why were these stakeholders’ make sure this happens, use all communication means available
– newsletters, electronic messaging-mail, meetings, posters,
part of the consultation
payroll inserts, etc. Be consistent in the messages, and use them
process? to show employees how they fit into the plan and how their
Were any changes to your contributions have helped shape the choices made. Share the
results they have achieved and coach them toward strategic
suggested activities, performance. Be visual, and make the messages visible
resources, timeframes, everywhere. I often create visual strategic roadmaps than can be
KPIs and monitoring posted throughout an organization to remind people of the
processes requested? importance of the company’s mission, vision, and strategies.
People who know what is expected and how they contribute are
more engaged and committed than those who do not.
Describe how you 2. Actively involve stakeholders in the process. Ask for input about
collaborated to achieve joint strategic planning in meetings, through surveys, with targeted
outcomes. suggestion boxes, in employee newsletters. Include
representatives of stakeholder groups in discussions for strategic
How did you seek feedback, planning to the greatest extent possible, and do not limit planning
advice and support? and review sessions only to the top level of management. Include
representatives from as many key stakeholder groups as are
If not already viewed in appropriate to the discussion at hand. This can be done formally in
person by your assessor, large group planning activities, or informally by including different
attach proof of the key stakeholders in a variety of meetings. Use department
consultation to this section of meetings as an opportunity to solicit input on the plan and its
results. Help employees understand the difference between
your portfolio.
strategic initiatives (long-term, big picture) and the tactical (day-to-
day) work with which they are most familiar. Show them how the
two levels are aligned. Greater understanding leads to greater
ownership. Keep the messages flowing for constant reinforcement
of the shared ideas, and give feedback on how ideas are being
incorporated into the process.
Objective Activity/ Person Timeline Resources KPI Budget

strategy to responsible required
achieve for
objective completion
Objective Activity Person When must Human and KPI to
selected from required to responsible the activity physical measure and
strategic plan realise for the be resources monitor
objective activity’s completed required to success of
successful by or during complete the activity
completion which activity
period is it 14.1
to be
completed
Build A company Marketing Every Human Price Cost Depends
competitive culture that Team month Resources Net income on the
advantage. attracts and required
retains the time
best people period.
Distinguish
underserved
niches.
Priorities Financial Finance Every 6 Human Sales growth Depends

financial Planning Team months Resources Income on the
needs. needed to fix sources required
time
period.
Review Implement staff General 4 weeks Performance Staff advised Depends

system performance Manager manager of new on the
management system, staff, system and required
review system computer performance time
reviews period.
conducted
across the
organisation
Review the Develop an Development 3 weeks Staff, Increase Depends

performance online platform manager Computer, online on the
of the for allsoftware Internet users by 20% required
company time
period.
Develop a contingency plan.
Activity/strategy to Potential risks Planned Response

achieve objective
Activity required to Risk associated with How you will mitigate the risk
realise objective the activity
Operational Risk The world recession To reduce non-essential spending for the business
and the domino effect
Financial Risk Significant drop in To ensure the budgeting are on track

cash flow
15.1
Compliance Risk Australian Keep the policy up to date and make sure the staff
government changing Are informed
policy in relation to
industry
Operational Risk Failure to recruit Save a list for potential clients and maintain good
planned numbers of relationship with existing clients
15.2
clients
Approve plan Always conduct checks on the documentation when seeking sign
Follow organisational policies off and approval from the human resources department or authority
and procedures to seek in an organisation. You
16.1 can ask a colleague to carefully read the
approval for your operational documentation, check it for errors and ensure compliance with the
plan:
organisational requirements. Any advertisements that have been
Who will you seek approval
developed and subsequently processed for printing in hard copy or
from?
publication via the internet or intranet should be proofed to check
How will you seek approval?
for errors before receiving final approval. A clear statement about
Attach proof of approval (e.g., what information and format you require in an application can help
minutes of executive team
with assessing the submissions at a later date.
meeting, draft email) to this
section of the portfolio. Suggested inclusions for an application information statement:
• Personal qualities and background
• Qualifications and experience
• Personal details
• A comment against each of the selection criteria
• Knowledge and skills
Document resource
1. Research, analyse and document resource requirements and
requirements
Document the resource develop an operational plan in consultation with relevant personnel,
requirements (following colleagues and specialist resource managers.
organisational policy and 2. Develop and/or implement consultation processes as an integral
procedures).
part of the operational planning process.
Attach proof to this section of
the portfolio. 3. Ensure details of the operational plan include the development of
key performance indicators to measure organisational performance.
4. Develop and implement contingency plans at appropriate stages
of operational planning.
5. Ensure the development and presentation of proposals for
resource requirements is supported by a variety of information
sources and seek specialist advice as required.
6. Obtain approval for plan from relevant parties and ensure
understanding among work teams involve.
Explain plan to team
Operational planning is what happens when a team or department
If you are completing this
assessment in your workplace, draws from a company-wide strategic plan and puts it under a
you will need to attach proof to microscope. It’s future-oriented: it maps out department budgets
your portfolio. This should be a and goals to propel the success of the strategic plan with specific,
video for your assessor to
team-based activities for the next 2-3 years.
view. If you are using the case
study, your assessor will have
already observed you.
Attach: Proof of stakeholder meeting (if relevant) ☒
Documented resource requirements ☒
Operational plan (if you did not use the provided table) ☒
Contingency plan (if you did not use the provided table) ☒
Proof of operational plan approval ☒
Explanation to team (submit video if workplace based) ☒
Stakeholder meeting:
Meeting Agenda:
Company name: Worlducation Meeting Date: October 30, 2024
Discussion / objectives:
 Review operational updates and challenges.
1. Discuss the implementation of the cloud-based solution.
2. Explore strategies for increasing sales and donations.
3. Address staff training needs and initiatives.
4. Evaluate marketing strategies and their effectiveness.
Attendees by name:
1. Fendi Oei
2. Thi Bich Phuong Luu
3. Thi Hong Nhung Dinh
4. Junyi Zhang
Apologies by name:
1. Jessica
2. Harris Tom
Agenda Items:
1. Operational Updates.
Some of the issues relating to current production and distribution will be briefly discussed below.
2. Implementation of A Cloud-Based Solution.
Release time table /responsibilities for implementation.
3. Sales and Donation Strategies.

Ideas for future thinking of how to improve sales and classroom donation.
4. Staff Training Initiatives.
Do a need analysis of training for staff to enhance their responsiveness to customers.
5. Marketing Strategies Evaluation.
Evaluate the latest endeavours of marketing strategies.
Chairperson Sign off: Fendi Oei Date: October 30, 2024
Meeting Minutes:
Company name: Wolrducation Meeting Date: October 30, 2024
Discussion / Objectives:
 Review operational updates and challenges.

 Discuss the implementation of the cloud-based solution.
 Explore strategies for increasing sales and donations.
 Address staff training needs and initiatives.
 Evaluate marketing strategies and their effectiveness.
Attendees by name:
1. Fendi Oei
2. Thi Bich Phuong Luu
3. Thi Hong Nhung Dinh
4. Junyi Zhang
Apologies by name:
1. Jessica
2. Harris Tom
Agenda Items discussed:
1. Operational Updates
Production problems of the present era were pointed out with regard to the fact that the products
were delayed because of problems in the supply chain.
2. Implementation of Cloud Based Solution
The deployment plan was considered with emphasis on the capacity to roll over the
implementation plan and targets for December 2024. Roles given to the IT department.
3. Sales and Donation Strategies
New strategies have been offered, such as cooperation with local merchants to increase
contributions. Activities set for the sales team to do in order to address the issue with customer
cards.
4. Staff Training Initiatives
Included that there was a need for a customer service training program. Emma will make research
on this and present the outcomes to us.
5. Marketing Strategies Scrutiny
I have been scrutinizing the recent marketing campaign analyses; good responses received about
social media interaction. Expectations for a new campaign to be laid down in the next meeting.
General Business:
The further
19.1
meetings will also address initiating the further expanded market share acquisition.
Transferred Business:
Information on a follow-up of the implementation of the cloud-based solution will be continued in the
subsequent meeting.
Chairperson Sign off: Fendi Oei Date: October 30, 2024
Contingency plan :
Operational plan :
Section 3: Managing operational performance
Confirm human resource When considering the staffing needs of your organisation, making
acquisition notes on the following issues will help you to determine the level of
Confirm that any new staff staffing needed, the type of job roles required and where the most
members required to complete urgent need for new staff lies. Against each of the areas in the
the activities in the operational
following table, make notes on how changes will impact on the
plan were recruited and
inducted according to the organisation’s staffing needs.
organisation’s policies,
practices and procedures (e.g. Some organisations include specific information such as hours of
via email, face-to-face
work, work conditions and salary into the employee’s contract of
conversation, survey etc.)
employment instead of in the job description. Some organisations
prefer the person specifications and selection criteria to be included
as a separate document.

the portfolio.
Confirm physical resource As a manager with responsibility for the implementation of

acquisition operational plans, you need to acquire the necessary resources so
Confirm that any new physical that plan outcomes can be achieved. Some organisations require a
resources and services wide range of resources and others may need relatively few. The
required to complete the
types of resources are determined by the nature of the business,
activities in the operational
plan were acquired according the size of the organisation, the strategic objectives and the
to the organisation’s policies, corresponding targeted outcomes of the operational plan. The
practices and procedures (e.g. acquisition of resources for many organisations occurs in
via email, face-to-face
accordance with defined policies, practices and procedures. Such
conversation, invoices, quotes
etc.) policies, practices and procedures may consider the aspects shown
below.
Organisational guidelines for acquiring human and physical

resources are generally well-documented and are part of the
the portfolio.
standard procedures that managers must follow. The level of
delegated authority held by a manager may determine the level of
commitment they can make in acquiring resources.
Incorporate Intellectual 1. Identify your IP

Property (IP) requirements
2. Understand your options
Take necessary steps to
3. Keep it confidential
ensure any IP requirements
(established in Section 1 of 4. Protect your idea or brand by registering it
your Project Portfolio) are 5. Be cautions in commercialisation
incorporated in the execution
of activities (e.g. memo to 6. Track your costs
staff, contractual agreement, 7. Research your Market
email to include it in induction
8. Get business know-how
process etc.)
9. Work out a commercialisation strategy
10. Beware of infringement
Subject: Confirmation of IP Requirements

the portfolio. Hi Team, I hope that this email finds you well.
We have incorporated the necessary Intellectual Property (IP)
requirements into our processes. Here’s what we did:
 Identified what IP we need.
 Reviewed our current IP policies.
 Consulted with the legal team.
 Created new IP guidelines.
 Shared these guidelines with everyone.
 Held training sessions on IP.
 Set up a system to monitor compliance.

 Documented everything related to IP.
Thank you for your attention and participation. If you have any
questions, let me know
Thank you;
Fendi Oei
HR Manager
Plan and implement monitoring Key performance indicators (KPIs) refer to a set of quantifiable
Choose one activity and its measurements used to gauge a company’s overall long-term
related KPI. performance.
Establish a process that can
be used to monitor and KPIs specifically help determine a company's strategic, financial,
document performance of the
and operational achievements, especially compared to those of
KPI (either using a flowchart or
other businesses within the same sector.
words).
Implement the process (e.g. by
placing a poster in the office, KEY POINTS
sending an email etc.) Key performance indicators (KPIs) measure a company's success
versus a set of targets, objectives, or industry peers.
KPIs can be financial, including net profit (or the bottom line, gross
profit margin), revenues minus certain expenses, or the current ratio
(liquidity and cash availability).
Customer-focused KPIs generally center on per – customer

efficiency, customer satisfaction, and customer retention.
Process-focused KPIs aim to measure and monitor operational

performance across the organization.
Generally speaking, businesses measure and track KPIs through

business analytics software and reporting tools.
Attach proof of your

implementation to this section
of your portfolio.
23.1
Assess progress Monitoring and evaluation is an essential component of any

Assess and document the adaptation planning and should not be neglected. Trigger indicators
progress of the activity you and performance indicators can be monitored and the results used
selected to monitor in the to determine when actions should be implemented and to track the
previous step (use the data
success of the adaptation plan. Effective monitoring and evaluation
showing underperformance).
underpin the planning cycle.
You may consider:
Is it likely to be completed
- Monitoring and evaluation (M&E) is critical to ensure the long-term
within the timeframe set?
success of climate adaptation initiatives, plans and actions. It can
help to demonstrate accountability to stakeholders and
communities.
Will it meet budget? - Monitoring, evaluation and review design is critical to ensure that
information is used to inform decision-making, make appropriate
adjustments, and report to stakeholders and decision makers.
Without a clear link between monitoring and decision-making, there
is a risk that monitoring activities and resources will be seen as a

drain on resources and discontinued.
Are any additional resources

required? - Trigger points can be identified and monitored and, when reached,
can stimulate the implementation of the next action in a sequence.
In identifying trigger levels for response, it is important to consider
the time required for the decision to be made and implemented.
This should include acknowledging the time that may require for
effective stakeholder engagement, or for any detailed investigation,
design and development of actions that may be required.
Are any resources under-
performing (identify at
least one)? Resource Identified: Development Team
Reason for Under-Performance:
Missed Deadlines: Refocusing is an issue at the Development
Team because they are delayed in their activities due to lack of
resources and there is no clarity on what should be done.
Impact:
This slows down the project, specifically the Testing and Launch
stages as can be seen below.
Recommended Actions:
Check Workload: Check how much workload the Development
Team has to review in order to decide if they need more assistance.
Improve Communication: Scheduling, be it weekly shall ensure that
all the participants of such processes are aware what is expected
from them and by which date.
Provide Training: Consider training the team to increase productivity
of well-coordinated employees and thus hire more employees.
Attach relevant data/proof of

Progress and Performance Documentation
progress to this section of your
portfolio. 1. Relevant Data and Evidence of Progress
Below is a concise overview of our advancements over the past
Attach documented quarter:
performance to this section of  Milestone Achieved: Successfully implemented the new
your portfolio. monitoring system.
 Data Collected: Key performance indicators (KPIs) indicate
a 15% increase in efficiency.
 Feedback Received: Positive staff feedback reflecting
enhanced workflow.
2. Documented Performance
Attached are the performance reports for your review:
 Performance Report Q1 2024
 Efficiency Analysis Report
 Staff Feedback Summary
Should you require any further information or additional insights,

please do not hesitate to reach out.
Negotiate and approve Getting results is the goal of project managers. The process of
variations making this happen starts with defining a purpose, forming a vision,
Summarise the outcomes of and working through mission and goals to deliver outputs,
preferably outcomes desired by the customer or client and key
your negotiations with relevant stakeholders. In practice, many steps are missed or skipped, and
stakeholders: stakeholder’s resist. Learn about the missing ingredients—the
integration secret sauce. This paper traverses the journey from
vision to reality, defining terms, sharing examples, and illustrating
how influencing and negotiating skills are crucial to the process.
The net outcome for readers does not require learning a whole new
process; rather you come to embrace accountability, reframing, and
persuasion as vital tools. Adopt a mindset about key concepts and
techniques that make you more complete—and immediately
Who was part of the effective to get results —as a project leader.
negotiation?
1. Project Manager: Personally, oversaw discussions on
negotiations and acted in the interest of the project team members.
2. Development Team Lead: Sought for technical inputs and
elaborated on what was necessary during the bargaining process.
3. Finance Officer: Made certain that the budgets concerned were
incorporated and the financial implications were controlled.
4. Stakeholders: Members of the organization’s structures, who had
an interest in the results of the conducted project.
5. External Partners: If any other firm is associated with the project
What are reasons for then the personnel right from the associated affiliated firms should
underperformance and be the members.
how can it be solved?
1. Poor Communication
Reason: There are always potential mistakes that are going to be
made due to misunderstandings of tasks or expectations.
Solution: People should be properly briefed and synchronized;
meetings should be held and progress reported often.
2. Unclear Goals
Reason: Results also show that if the project goals are not well
defined then the members may not know the priorities that need to
be followed while accomplishing the projects.
Solution: Some of the guidelines include: • State well defined
objectives of the project and make certain that every stakeholders
understands aims and objectives of the project.
3. Motivation Issues
Reason: Lack of morale or general feeling of being motivated can
What did you negotiate (e.g., slow down a person’s rate of work.
adjusted timeframe to Solution: To increase motivation of worker productivity promote a
allow for additional positive organizational culture, celebrate accomplishments, and
training)? support teamwork.
1. Adjusted Timeframe:
Change: Adding two weeks to the project timeline of development in
order to make additional training sessions for the Development
Team.
Reason: This helps team members to develop required skills in
order to satisfy all the needs of the project.
2. Increased Budget:
Change: Was able to obtain a minor raise in order to bring on a
consultant for fixed term to address certain technical issues.
How can you support the Reason: This minimizes workload and makes the development
resource going forward? process faster.
3. Resource Allocation:
Change: Provided more people to join the Development Team by
reallocating the available team members from the other projects.
Reason: This makes the work load to be balanced and helps to

meet project goals and objectives ahead of time.
1. Regular Check-Ins:
Meeting frequency should be as follows: You should meet once
weekly or, at the longest, twice a week to go over your progress,
forthcoming issues, and feedback.
2. Training Opportunities:
Provide refresher courses to improve competencies and educate
the staff on new developments in technologies or methods.
3. Recognize and Reward Efforts:
Reward and encourage hard work with recognition programs or
Which variations were incentives to improve morale.
approved? 4. Provide Necessary Tools:
Make it possible for the team working on the project to acquire all
materials that can enable them to work adequately and
competently.
5. Workload Management:
Closely watch who is being overloaded and do make necessary
changes to ensure that everyone is given a fair amount of work to
accomplish.
Attach proof of your 1. Extended Timeframe:
negotiation to this section of Variation: Due to required Training of the Development Team the
your portfolio (if not already overall time frame was shifted forward by two weeks.
viewed in person by your 2. Increased Budget for Training:
assessor). Variation: The second budget was approved for covering up training
sessions and workshops meant for building up the team skills.
3. Consultant Support:
Variation: Permission to hire a consultant to be partnered with the
Development Team and help in combating technical issues
encountered.
Negotiation Documentation
Overview of Negotiation
This section provides evidence of my negotiation efforts regarding
the partnership agreement with Wolducation.
Key Details of the Negotiation

Date: 03/11/ 2024
Participants:
 Monica Smith - Project Manager, Your Company
 John Doe - Business Development Manager, XYZ
Corporation
 Sarah Lee - Legal Advisor, Your Company
Objectives:
 Establish a mutually beneficial partnership.
 Negotiate terms of collaboration, including revenue sharing
and project timelines.
 Ensure compliance with legal and regulatory requirements.
Outcome:
 Agreement reached on a 70/30 revenue split in favour of
Your Company.
 Project timelines established with key milestones.
 Legal compliance confirmed by both parties.
Attached Evidence:
Please find attached relevant documents that support this
negotiation:
 Minutes of the Negotiation Meeting
 Final Partnership Agreement Document
 Email Correspondence Related to Negotiation
If further clarification or additional documentation is needed, please

feel free to contact me.
Approve variations. Product managers are meant to be many things – visionaries,
Gain approval from relevant decision makers, leaders and much more. But what about
stakeholders for the negotiated negotiators?
variation(s). Negotiation is rarely mentioned outside an interview for a product
Attach proof to this section of manager – yet, in reality, being a product manager is a role that
your portfolio (e.g. minutes of
demands good political judgement. It’s all about setting and
executive team meeting, email
managing expectations.
etc.).
Address underperformance Employers often provide employees with handbooks, policies and
Confirm that support is procedures which regulate workplace matters such as:
provided where necessary - Work health and safety.
- Anti-discrimination and equal employment opportunity.
according to policy and - Occupational Health and Safety.
procedures (e.g. email to - Use of company property.
arrange training). - Use of social media.
- Drug and alcohol use.
- Employee performance management and discipline
Attach proof of confirmed Confirmed Support Documentation

support to this section of your
portfolio. Overview
This document confirms that support has been provided in

accordance with our policies and procedures.
Details of Support Provided
Type of Support: Training Arrangement

Date of Request: April 10, 2024
Requested By: Monica Smith, Project Manager
Participants:
 Team Members from Marketing Department
 External Trainer: John Doe
Training Objectives:
Enhance team skills in digital marketing strategies.
Improve overall productivity and efficiency in campaign execution.
Email Confirmation
Subject: Training Arrangement Confirmation
Dear Team,
I am pleased to confirm that we have arranged a training session on

April 25, 2024, with John Doe. This training will focus on digital
marketing strategies and aims to enhance our skills in this area.

Please ensure your availability for this session.
Best regards,
Monica Smith
Project Manager
Attached Proof of Confirmed Support

Please find attached relevant documents that confirm the support
provided:
 Training Agreement Document

 Email Confirmation of Training
 List of Attendees
If you have any questions or require further assistance, please do

not hesitate to reach out.
Best Regards;
Fendi Oei
HR Manager
Attach: Proof to confirm recruitment and induction processes ☒
Proof to confirm physical resource acquisition processes ☒
Proof of incorporated IP requirements ☒
Proof of implementation of monitoring process ☒
Proof of data/progress (if relevant) ☒
Documented performance ☒
Proof of negotiation (if relevant) ☒
Proof of approval ☒
Proof to confirm additional support ☒
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Index of comments
5.1 you need to develop your own organisational chart. This was provided as an example only
7.1 where is this evidence located. It should either be here or in an appendix which should be labelled
example: Evidence located- Appendix 1
7.2 you need to list he goals.

thi9s list gives me nothing to assess
8.1 what human resources are going to what task? this is what the question is asking.
8.2 who are these people and what are they going to do?
8.3 this section does not answer the questions. you need to be direct, accurate and offer examples.
8.4 need more specifics. this statement does not say anything tangible. example: To be able to sell our products to our
customers, we need to have in place a streamlined supply chain mechanism to process purchase orders, build and
package products and an efficient transport system with sufficient geographical penetration to reach our customers,
regardless of where the are geographically located.
9.1 no mention of RPA vs human input
9.2 will
9.3 this life cycle area is confusing and inaccurate. KPI's are a set of measuring tools that measure and report on
specific actions or performances.
10.1 incorrect analysis. A risk based approach is a decision making process used to determine the actions within a
program based the risk factors and the businesses' appetite for risk.
10.2 insert page break
13.1 too many words. as discussed in class, answers need to be concise, accurate and to the point.
13.2 does not answer the question - too many over arching words that do not address the specifics of the question
14.1 when planning we cannot say depends. the plan will help us see the bigger picture and to make decisions. Without
detail, what decisions can be made?
15.1 caused by what circumstances?
15.2 this section needs more detail to tell the story.
16.1 checks on documents for what? relevance, accuracy, version control, compliance with company
policy............................
19.1 these are not contingency plans or operational plan. there is not enough detail to help people know where to start,
what to do or when to stop
23.1 this is incorrect. What does this relate to? Are there no needs for communication, documentation, filing systems for
compliance, decisions?
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BSBOPS502 Manage business operational plans

First published 2021

0452 157 557

© 2021 RTO Works

Section 1: Planning for an operational plan 5

Student name: Fendi Oei

Assessor: Ian Burns

Business this assessment is WORLDUCATION

Documentation reviewed as Simulation Pack

Section 1: Planning for an operational plan

About the organisation

Product: Hardware and Software Computers for Students

Services: On the hardware side, they offer devices such as computers,

combination of services allows hardware and software to work

Briefly describe at least

2. Practice workload placement analysis on a regular basis.

Describe your job role.

What will they approve (if $25000)

relevant)? Activity 2: Arrange a live demonstration for existing customers

What potential activities Set Goals that motivate you

Who will be responsible for Task Responsible Team

Research Research Team

Development Development Team

Testing Quality Assurance Team

Launch Marketing Team

For each physical

Statutory and regulatory requirements - It may be appropriate to focus the

selection of KPIs on statutory and regulatory requirements and obligations.

Risk-based approach - The risk-based approach identifies those specific

Attach: Proof of policies and procedures relevant to work area and/or ☒

Proof of financial information and relevant calculations (e.g. ☒

Proof of Financial Information:

Section 2: Developing an operational plan

Consult with others

Objective Activity/ Person Timeline Resources KPI Budget

Priorities Financial Finance Every 6 Human Sales growth Depends

Review Implement staff General 4 weeks Performance Staff advised Depends

Review the Develop an Development 3 weeks Staff, Increase Depends

Develop a contingency plan.

Activity/strategy to Potential risks Planned Response

Financial Risk Significant drop in To ensure the budgeting are on track

Attach: Proof of stakeholder meeting (if relevant) ☒

Documented resource requirements ☒

Proof of operational plan approval ☒

Explanation to team (submit video if workplace based) ☒

Company name: Worlducation Meeting Date: October 30, 2024

3. Sales and Donation Strategies.

Chairperson Sign off: Fendi Oei Date: October 30, 2024

Company name: Wolrducation Meeting Date: October 30, 2024

 Review operational updates and challenges.

Agenda Items discussed:

Chairperson Sign off: Fendi Oei Date: October 30, 2024

Section 3: Managing operational performance

Attach proof to this section of

Confirm physical resource As a manager with responsibility for the implementation of

Organisational guidelines for acquiring human and physical

Incorporate Intellectual 1. Identify your IP

Subject: Confirmation of IP Requirements

 Set up a system to monitor compliance.