Assessment Instruction

BSBOPS601 Develop and implement business

plans

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 1
 Contents

Introduction 3

Assessment Task 1: Knowledge questions 4

Assessment Task 2: Project Portfolio 6

 Introduction

The assessment tasks for BSBOPS601 Develop and implement business plans
are outlined in the assessment plan below. These tasks have been designed to
help you demonstrate the skills and knowledge that you have learnt during
your course.
Please ensure that you read the instructions provided with these tasks
carefully. You should also follow the advice provided in the Business Works
Student User Guide. The Student User Guide provides important information
for you relating to completing assessment successfully.

Assessment for this unit

BSBOPS601 Develop and implement business plans describes the skills and
knowledge required to lead a business operation that covers the steps
required to develop and implement business plans.
For you to be assessed as competent, you must successfully complete two
assessment tasks:
 Assessment Task 1: Knowledge questions – You must answer all questions
correctly.
 Assessment Task 2: Project – You must work through a range of activities
and complete a project portfolio.

Assessment Schedule

Task Due Date

Learning Activity Only Week 1
Task 1 Week 2 and 3
Task 2 Week 4 and 5
 Assessment Task 1: Knowledge questions

Information for students

Knowledge questions are designed to help you demonstrate the knowledge
which you have acquired during the learning phase of this unit. Ensure that
you:
 review the advice to students regarding answering knowledge questions in
the Business Works Student User Guide
 comply with the due date for assessment which your assessor will provide.
 adhere with SCSB’s submission guidelines.
 answer all questions completely and correctly.
 submit work, which is original and, where necessary, properly referenced
 avoid sharing your answers with other students.

i Assessment information
Information about how you should complete this assessment can be
found in Appendix A of the Business Works Student User Guide. Refer
to the appendix for information on:
 where this task should be completed

Submit
All the Questions Correctly
Questions
Provide answers to all of the questions below:

1. Outline three reasons why a company may choose to develop a business

plan.
Three reasons why a company may choose to develop a business plan are:
1. To set clear business goals and objectives.
2. To secure funding from investors or banks.
3. To provide a roadmap for the business's future direction.

2. Outline the key steps involved in developing a business plan.

The key steps involved in developing a business plan include:
1. Define the vision, mission, values, and objectives.
2. Conduct market research and analysis.
3. Identify the legal structure and necessary permits.
4. Develop strategic, operational, and financial plans.
5. Outline marketing strategies and pricing options.
6. Engage with stakeholders for feedback and consultation.
7. Determine the required resources (financial, human, physical).
8. Establish Key Performance Indicators (KPIs) to measure success.

3. Outline five common components of a business plan.

Common components of a business plan are:
1. Executive summary
2. Company description
3. Market analysis
4. Marketing and sales strategies
5. Financial projections

4. Outline three areas that the initial business planning process may address.
Three areas that the initial business planning process may address include:
1. Defining the business's vision, mission, and objectives
 2. Identifying the target market and customer needs
3. Establishing the legal and organizational framework

5. Outline the purpose of a SWOT analysis in a business planning process.

A SWOT analysis helps identify the business's strengths, weaknesses,
opportunities, and threats. It informs the business plan by guiding strategies to
leverage strengths, address weaknesses, capitalize on opportunities, and
mitigate threats.

6. Describe the relationship between performance objectives and key

performance indicators in a business plan.
Performance objectives in a business plan are specific goals that the business
aims to achieve within a defined timeframe. Key Performance Indicators (KPIs)
are metrics used to measure the performance of activities critical to achieving
those objectives. KPIs provide a quantifiable way to assess whether objectives
are being met effectively.

7. Explain why it is important for a business to use a range of performance

measures within its business plan.
Using a range of performance measures in a business plan ensures a balanced
assessment of the business's overall performance. It allows the business to
track not only financial outcomes like profit and sales but also non-financial
aspects such as customer satisfaction, environmental impact, and employee
morale. It provides a clearer picture of the business's health and progress
towards its goals.

8. If a business plan has an objective of improving customer satisfaction,

describe three performance measures that could be used to measure
customer satisfaction.
Three performance measures to improve customer satisfaction could include:
1. Customer satisfaction surveys: Regular surveys to gather feedback
directly from customers on their satisfaction levels.
2. Net Promoter Score (NPS): A metric that measures customer loyalty
based on the likelihood of customers recommending the business to
others.
3. Customer complaint resolution time: Tracking and reducing the time
taken to resolve customer complaints as a measure of service efficiency
and responsiveness.
9. Outline key stakeholders who may be involved in business planning.
Key stakeholders who may be involved in business planning include:
Owners and shareholders
Senior management team
Business partners and investors
Employees and staff
Customers
Suppliers and vendors
Regulatory authorities
Local community representatives

10. List the information that can be obtained from pre-existing strategic,
business and operational plans when writing a new business plan (include
at least 5).
The information that can be obtained from pre-existing strategic, business and
operational plans when writing a new business plan include:
1. Market analysis data
2. Financial projections and budget allocations
3. Organizational structure and responsibilities
4. Marketing strategies and campaign results
5. Operational procedures and workflow diagrams

11. Identify at least three regulations/permits requirements/licence

requirements to consider when initiating a new business activity that may
require a permit or licence.
Regulations/permits requirements/licence requirements to consider when
initiating a new business activity include:
1. Business registration and Australian Business Number (ABN)
2. Specific industry licenses (e.g., food safety permits for restaurants)
3. Trademark registration for brand protection
 Assessment Task 2: Project Portfolio

Information for students

In this task, you are required to demonstrate your skills and knowledge by
working through a number of activities and completing and submitting a
project portfolio.
You will need access to:
 a suitable place to complete activities that replicates a business
environment including a meeting space and computer and internet access.
 your learning resources and other information for reference
 Project Portfolio template.
 Simulation Pack (if using the case study).
Ensure that you:
 review the advice to students regarding responding to written tasks in the
Business Works Student User Guide
 comply with the due date for assessment which your assessor will provide.
 adhere with your SCSB’s submission guidelines.
 answer all questions completely and correctly.
 submit work, which is original and, where necessary, properly referenced
 avoid sharing your answers with other students.

i Assessment information

Information about how you should complete this assessment can be

found in Appendix A of the Business Works Student User Guide. Refer
to the appendix for information on:
 where this task should be completed
 how your assessment should be submitted.

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 8
Deliver

Meet with at least two stakeholders to develop performance objectives and

measures for key aspects of your business. (Role-play)

Submit
 Develop and implement a business plan.

 Submit your completed Project Portfolio.

Activities
Complete the following activities:

1. Carefully read the following:

This project requires you to develop and implement a business plan. As

part of the assessment you, you will:
 analyse and research the aspects of your business relevant to the
business plan.
 write a business plan.
 implement the business plan.
 monitor, evaluate and respond to performance relating to the
business plan.

Vocational education and training is all about gaining and developing

practical skills that are industry relevant and that can help you to
succeed in your chosen career. For this reason, we are giving you the
choice to base this project on your own business, one you work in or are
familiar with, or you can use the case study provided. This will mean that
you are applying your knowledge and skills in a relevant, practical and
meaningful way to your own situation!

To complete this assessment, you must assume a senior role in your

chosen business that contributes towards the effective functioning and
success of the business.
It is important that you are able to access enough information for your
chosen business in order to be able to do your assessment. As a
minimum this should include at least one pre-existing strategic plan,
business plan or operational plan.

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 9
 You will also need information to monitor and evaluate your business
plan and the related performance. Take a look at the requirements in
Section 3 of your Project Portfolio for more information.

You will need to communicate with stakeholders who are associated with
creating your business plan. Your communication may be either directly
with actual staff members or fellow students/your assessor can play the
roles of relevant people/parties. Communication can be in any
appropriate format (e.g. face to face, video conference, email) as long as
it meets the requirements outlined in the Project Portfolio.
You will be collecting evidence for this unit in a Project Portfolio. The
steps you need to take are outlined below.

2. Preparation

Make sure you are familiar with the organisation you are basing this
assessment on and have read through the necessary background
information. For the case study business, this is all of the documents
included in the Simulation Pack. If it’s your own business or a business
where you are working or are familiar with, have your business or case
study (and supporting documentation/evaluation data) approved by your
assessor.
Complete Page 4 of your Project Portfolio for this unit.
Read through the requirements of Section 1, 2 and 3 of your Project
Portfolio.

3. Planning for your business plan

Complete Section 1 of your Project Portfolio. To do this, you need to:

 describe the legislative and regulatory requirements relevant to
developing your business plan.
 describe the organisational requirements relevant to developing
your business plan, including:
o pre-existing strategic, business and operational plans

o existing business vision, mission, values, objectives, goals,

financial targets, management arrangements and marketing
strategies.
 research the market requirements for your business’
products/services/programs (include mathematical information in
your research).
 research information relevant to the competitors of your business
and business plan (include at least one competitor and include

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 10
 mathematical information in your research).
 research other industry-related information.
 analyse your business (consider the research you’ve done on the
vision, mission, values, objectives, goals, competitors, financial
targets, management arrangements and marketing approaches).

Make sure you have answered all questions in Section 1. Submit to your
assessor for review.
You are also required to attach certain documents as part of your
evidence – review the documents you need to attach as outlined in
Section 1 of the Project Portfolio and make sure you attach these when
you submit this section.
You will use the work done in this section of the Portfolio to meet with
stakeholders, discuss key aspects of your business and develop a
business plan.

4. Developing your business plan

Meet with at least two stakeholders to develop performance objectives

and measures for key aspects of your business. These must include
productivity and performance targets for at least three key result areas.
Before meeting with the stakeholders, complete the relevant section in
Section 2 of your Project Portfolio to prepare for the meeting.

This meeting should take 30 minutes.

i
This meeting may take place with actual people who work for/are
associated with your chosen business. Alternatively, classmates or your
assessor may play the role of one or more team members. This can
either be viewed in person by your assessor or you may like to video
record the session for your assessor to watch later. Your assessor can
provide you with more details at this step. Make sure you follow the
instructions above and meet the timeframes allocated. If this session is
not viewed in person by your assessor, you will attach proof of the
meeting to Section 2 of your Project Portfolio.
As part of the meeting, you are required to demonstrate your ability to:
 lead a team
 facilitate group interaction
 influence the direction of the outcomes of the meeting
 present information/seek advice (using appropriate language,
listening to the views of others, asking questions to clarify and
confirm understanding).

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 11
 You will be assessed on this.

Continue completing Section 2 of your Project Portfolio. To do this, you

need to:
 develop performance objectives and measures for your business
plan (include at least one financial indicator such as revenue).
 identify any licence or permit requirements to be included in your
business plan.
 describe your proposed marketing strategy.
 identify financial, human and physical resource requirements for
your business plan (at least one each).
 use the work done in this step to develop a written business plan
that includes:
o a description of the business

o products and services

o financial, physical and human resources requirements

o marketing strategy

o financial indicators

o productivity and performance targets for key result areas.

Note: Use appropriate business language and terminology.

Make sure you have answered all questions in Section 2. Submit to your
assessor for review.
You are also required to attach certain documents as part of your
evidence – review the documents you need to attach as outlined in
Section 2 of the Project Portfolio and make sure you attach these when
you submit this section.
You will use the work done in this section of the Portfolio to implement,
monitor and evaluate your business plan and the related performance.

5. Implementing, monitoring and evaluating your business plan and the related
performance.

Communicate your business plan to all relevant stakeholders.

If required, attach proof of your communication to your portfolio.

Before communicating your business plan to stakeholders, complete the

i
first question in Section 3 of your Project Portfolio to prepare for the
communication.
Also read the second question before communicating your business plan
Southern Cross School of Business
CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 12
 as you may choose to incorporate the confirmation of skilled labour in
this step.
Note: You may communicate in any appropriate manner as long as it
meets the requirements in the project portfolio and adheres to any
organisational policies and procedures. You may need to communicate in
different ways to different stakeholders. For example, a face-to-face
presentation may be required to present the business plan to the
executive team, and a promotional video clip may be used to
communicate the plan to other office employees.

Continue completing Section 3 of your Project Portfolio. To do this:

 confirm that skilled labour is available to implement the plan (unless
you’ve already done this as part of communicating your business
plan).

Confirmation can take place in any appropriate format (e.g. draft email
i
to HR or other managers confirming employee availability, or a
screenshot of a project plan showing skilled labour availability) as long
as it adheres to relevant organisational policies and procedures.

Assume a period of time has passed.

If you are basing this on your own business, make sure you have data
available to review and evaluate your business plan and related
performance. At least one staff member should show signs of
underperformance.
If you are basing this on the case study, information is provided in the
simulation pack.

Continue completing Section 3 of your Project Portfolio. To do this, you

need to:
 test one performance measurement system associated with your
business plan (you have already identified ways to monitor
performance objectives in Section 2 of your Project Portfolio).
 report failures (system, product and/or services) and variances to
your business plan as they occur (make sure your proof shows that
you’ve responded promptly (e.g. dated email etc., updated business
plan).
 refine performance measurement systems (if required).
 evaluate the legislative compliance of your business.
 evaluate the key aspects of your business against the planned
objectives (if you are using the case study, assume this evaluation
takes place three months after the business plan has been
communicated to the directors).

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 13
  refine performance indicators, if required.
 coach underperforming staff (at least one staff member).
 establish an ongoing review process for the underperforming staff
member.
 use the work you’ve done in this step to write a report on the
outcomes of your business plan, including:
o performance of key aspects and objectives of the business.

o strengths and weaknesses of your business plan.

Note: Match the style of your writing to the purpose and

audience.

6. Submit your completed Project Portfolio

Make sure you have completed all sections of your Project Portfolio,
answered all questions, provided enough detail as indicated and
proofread for spelling and grammar as necessary. Remember to submit
all necessary attachments as indicated.

Student Appendix
Project Portfolio Simulation Pack

Students Project Portfolio

BSBOPS601 Develop and implement business
plans

Contents

Section 1: Planning to develop a business plan

Section 2: Developing a business plan

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 14
Section 3: Implementing and monitoring a business plan

Student name:

Assessor:

Date:

Business this assessment is

based on:

Role assumed to completed

this assessment:

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 15
 Section 1: Planning to develop a business plan

Provide an overview of your  Business Name: Ozhouse Clean

business
 Main Products/Services: Professional residential
What is the name of the cleaning services including regular home cleans
business? and spring cleans.
What are the main products,
services or programs of the
business?

Describe the legislative and Legislation/regulatory requirement: Occupational Health and

regulatory requirements relevant Safety (OH&S) Act.
to developing your business plan
The OH&S Act ensures the safety and wellbeing of
(include at least one).
employees and clients during cleaning operations.
What is the legislation/regulatory Compliance with this legislation is crucial to maintain a safe
requirements called? work environment and mitigate potential risks.
How are the legislation/regulatory As a manager, ensuring compliance with the OH&S Act is
requirements relevant to your essential to safeguard the health and safety of both
business? employees and clients. Implementing safety protocols and
training initiatives aligns with my responsibilities in
How are the legislation/regulatory
developing and executing the business plan.
requirements relevant to
yourself?

Describe the organisational Ozhouse Clean has an operational plan from 2019 to 2021
requirements relevant to that focuses on expanding services and maintaining quality.
developing your business plan.
Are there any pre-existing
Business Vision:
strategic, business and
operational plans? To be widely recognized in Melbourne for providing
professional and friendly residential cleaning services.
What is the business’ vision?
Business Mission:
What is the business’ mission?
To deliver high-quality cleaning services while prioritizing
What are the business’ values?
customer satisfaction, environmental sustainability, and staff
What are the objectives and well-being.
goals of the business?
Business Values:
What are the financial targets of
 Valuing and respecting all customers.
your business?
 Caring for the environment through eco-friendly
What are the management
practices.
arrangements/organisational
structure of your business? (use  Creating a supportive work environment for staff.

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 16
a diagram and/or words to  Promoting excellence and innovation in business
answer) practices.
Objectives and Goals:
What is your business’ current
marketing strategies?  Increase client base by 20% with the introduction of
commercial cleaning services.
Attach proof of the existing
plans/organisational  Achieve 10% annual growth in client numbers
requirements to this section of thereafter.
your portfolio.
 Exceed customer expectations and implement best
practices in cleaning operations.
Financial Targets:
Sales revenue target for 2021 is $330,000 which reflects a
10% increase from the previous year.
Management arrangements/organisational structure:
 Directors: James and Nancy Anderson (Founders)
 Operations Manager: Amanda Anderson
Administration
 Manager: Sarah Anderson
 15 part-time contract cleaners
Current marketing strategies:
Primarily through a company website and strong word-of-
mouth referrals from existing customers.

Research the market The market demands professional, reliable, and trustworthy
requirements for your business’ residential cleaning services in the greater Melbourne
products/services/programs region. Customers seek a provider that offers thorough and
(include mathematical information immaculate cleaning solutions to meet their needs.
in your research).
An acceptable price point for residential cleaning services in
What does the market want? Melbourne typically ranges between $30 to $50 per hour.
This pricing reflects the level of service quality expected by
What is an acceptable price
customers while remaining competitive within the market.
point?
Customers expect high-quality cleaning services that result
What are the quality
in spotless and well-maintained homes. They value attention
expectations?
to detail, reliability, and professionalism from the cleaning
Are there opportunities for staff.
different quality/price point
There are opportunities to offer different quality and price
options?
point options to cater to various customer segments. For
What are other market example, premium cleaning packages could include
Southern Cross School of Business
CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 17
requirements? additional services such as deep cleaning or eco-friendly
products at a higher price point, while standard packages
Attach proof of your
offer essential cleaning services at a more affordable rate.
research/information sources to
this section of your portfolio (e.g. Other market requirements:
websites, surveys etc.)
 Environmental sustainability: Introducing
environmentally friendly products and practices can
align with market trends and attract a niche
customer segment.
 Convenience and flexibility: Offering online booking
systems and flexible service packages can enhance
customer satisfaction and loyalty.
https://www.fortunebusinessinsights.com/cleaning-services-
market-107295

Research information relevant to Competitor: Melbourne Vacate and Carpet Cleaning

the competitors of your business
Melbourne Vacate and Carpet Cleaning specializes in end-
and business plan (include at
of-lease cleaning services, including vacate cleaning, carpet
least one competitor and include
steam cleaning, and upholstery cleaning. They emphasize
mathematical information in your
professionalism, expertise, and affordability in their service
research).
offerings.
Who are your competitors?
Melbourne Vacate and Carpet Cleaning holds a strong
What are your competitors’ market position, particularly in the end-of-lease cleaning
business models/approaches? segment. They have established a reputation for reliability,
quality service, and customer satisfaction.
What is your competitors’ market
position and brand awareness? Melbourne Vacate and Carpet Cleaning primarily operates
within the Melbourne metropolitan area, catering to
What are the geographic
customers across various suburbs and neighborhoods.
locations of your competitors?
The pricing of Melbourne Vacate and Carpet Cleaning is
What is the pricing of your
competitive within the market, offering affordable rates for
competitor?
their cleaning services. Their pricing structure is transparent,
What is your competitors’ sales with no hidden costs which makes it appealing to budget-
channels? conscious customers.
Attach proof of your Sales Channels: Melbourne Vacate and Carpet Cleaning
research/information sources to utilizes multiple sales channels to reach customers,
this section of your portfolio. including online booking platforms, direct inquiries via phone
or email, and referrals from real estate agents and property
managers.
https://melbournevacateandcarpetcleaning.com.au/

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 18
Research other industry-related Industry Trends:
information
 Increasing adoption of eco-friendly practices and
What are industry trends? technologies.
What are marketing trends?  Growth of the global commercial cleaning services
market with a CAGR of 6.2%.
Attach proof of your
research/information sources to  Rising demand for robot cleaning solutions, with the
this section of your portfolio (e.g. global industry expected to surpass $3 billion by
websites, surveys etc.) 2023.
 Green cleaning solutions projected to capture nearly
50% of the market share by 2025.
Marketing Trends:
 Utilization of digital marketing strategies to reach
and engage with customers.
 Emphasis on customer satisfaction and reviews for
building brand reputation.
 Personalization of marketing efforts to target
specific customer segments.
 Integration of sustainability and eco-friendly
messaging into marketing campaigns.
https://gitnux.org/cleaning-industry-statistics/

Analyse your business (consider Strengths:

the research you’ve done on the
 Established family business with dedicated owners
vision, mission, values,
and managers.
objectives, goals, competitors,
financial targets, management  Strong reputation for quality and trustworthiness.
arrangements and marketing  Clear vision, mission, and values driving the
approaches). company's direction.
What are the strengths of your  Dedicated and loyal customer base.
business?
 Effective word-of-mouth marketing strategy.
What are the weaknesses of your
business? Weaknesses:

Are there any opportunities for  Reliance on traditional marketing methods, lacking
improvement? digital presence.

What are the existing or future  Limited range of environmentally friendly cleaning
threats to your business? products.

Note: You may use any method  Dependency on owners for business finance.
of analysis suitable to the  Potential scalability issues due to reliance on part-
information you researched time contract staff.
instead of the questions above.
 Lack of formalized business plan and performance

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 19
 tracking metrics.
Opportunities for improvement:
 Expand digital marketing efforts to reach wider
audience.
 Develop partnerships with suppliers offering eco-
friendly cleaning products.
 Seek external financing options to support business
expansion.
 Implement training programs to enhance staff skills
and service quality.
 Diversify service offerings to include specialized
cleaning services.
Existing or future threats:
 Intense competition from larger cleaning
companies.
 Changing customer preferences towards eco-
friendly products.
 Economic downturn impacting disposable income
for cleaning services.
 Staff turnover affecting service consistency.
 Regulatory changes impacting cleaning industry
standards.

Attach: Existing plans/organisational requirements ☒

Proof of competitor, market and industry research ☒

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 20
 Section 2: Developing a business plan

Complete the next section before meeting with relevant stakeholders.

Plan to meet with relevant I will meet with James and Nancy Anderson, the Directors of
stakeholders (at least two) Ozhouse Clean, and Sarah Anderson, the Administration
Manager.
Who will you meet with?
What will you discuss?
 Lead Others: I will demonstrate leadership by initiating
How will you demonstrate
the meeting, setting the agenda, and guiding the
your ability to:
discussion towards constructive outcomes that align with
 lead others the company's objectives.
 facilitate group  Facilitate Group Interaction: I will encourage active
interaction participation from all stakeholders by ensuring everyone
 influence the direction has the opportunity to voice their opinions and ideas.
of the outcomes  Influence the Direction of the Outcomes: I will use
 present persuasive communication techniques to influence
information/seek stakeholders towards decisions that prioritize staff
advice? retention, customer satisfaction, service quality, and
environmental impact.
 Present Information/Seek Advice: I will prepare a
comprehensive presentation that outlines the key points
of the business plan. I will seek advice from
stakeholders on their insights and suggestions for
improvement.

Complete the next section after you’ve met with relevant stakeholders.

Develop performance objectives Key result areas:

and measures for your business
Customer satisfaction:
plan.
Objective: Achieve 95% customer satisfaction rating.
What are the key result areas
(at least three)? Performance Target: Conduct quarterly customer feedback
surveys with a target score of 4.5 out of 5.
What are the productivity and
performance targets (include at Measurement: Compile survey results and analyse
least one financial indicator feedback to identify areas for improvement.
such as revenue)?
How will they be Employee Retention and Satisfaction:
measured/monitored?
Objective: Reduce turnover rate by 15%.

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 21
 Performance Target: Maintain employee satisfaction score
of 80%.
Measurement: Conduct annual employee satisfaction
surveys and track turnover rates monthly.
Financial Performance:
Objective: Increase revenue by 10%.
Performance Target: Achieve sales revenue of $330,000
by the end of the financial year.
Measurement: Monthly financial reports comparing actual
revenue against projected targets.

Monitoring will be done in following ways:

Quarterly customer feedback surveys via email.
Annual anonymous employee satisfaction surveys.
Monthly financial review meetings to assess revenue
performance.

Identify any licence or permit To operate legally and efficiently, Ozhouse Clean requires the
requirements to be included in following licences and permits:
your business plan.
Obtain a business licence from the local council to operate
a cleaning service in Melbourne.
Ensure compliance with environmental health regulations
and obtain permits for the use of cleaning chemicals.

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 22
Describe your proposed Enhance online presence through SEO optimization and
marketing strategy. regular updates on social media platforms.
Offer referral discounts to existing customers to encourage
word-of-mouth marketing.
Collaborate with local businesses for cross-promotion and
expand services to include commercial cleaning.

Identify financial, human and Financial resources required:

physical resource requirements
Allocate funds for marketing campaigns and digital
for your business plan (at least
advertising ($10,000 annually).
one each).
Budget for the purchase of an industrial carpet cleaning
What financial resources are
machine ($4,000 initial investment).
required to achieve the
performance objectives? Human resources required:
Hire a skilled marketing assistant to manage digital
What human resources are
marketing efforts and customer engagement strategies.
required to ensure the success
of your business? Increase administrative support to handle customer
inquiries, scheduling, and employee management.
What other physical resources
are necessary for your business Physical resources necessary:
plan to succeed? Purchase an industrial carpet cleaning machine to enhance
service capabilities and efficiency.
Maintain a sufficient inventory of cleaning supplies and
equipment to meet operational demands.

Use the work done in this Business Plan for Ozhouse Clean 2024 – 2027
section to develop a formal
Ozhouse Clean is a family-owned residential cleaning service
written business plan.
based in Melbourne. Established in 2005 by James and Nancy
Note: Use appropriate business Anderson, we specialize in providing professional and trustworthy
language and terminology. You cleaning services to customers in the greater Melbourne region.
will be assessed on this. Our services include regular home cleans and spring cleans.
Make sure your business plan
includes:
Desired products/services are:
 a description of the
1. Targeted marketing: Online ads, social media promotions,
business
and neighborhood mailers.
 products/services/
2. Referral incentives: Encouraging existing clients to refer
programs

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 23
 performance objectives new customers.
and measures (including
3. Eco-friendly products: Adopting sustainable cleaning
financial indicators)
supplies and techniques.
 financial, physical and
4. Enhanced training: Ongoing programs to equip staff with
human resource
necessary skills.
requirements
5. Employee engagement: Activities to boost morale and
 regulatory requirements
foster a positive work culture.
 marketing strategy

 productivity and Performance objectives and measures:

performance targets for
Customer satisfaction:
key result areas
Objective: Achieve 95% customer satisfaction rating.
Attach your business plan to
this section of your portfolio. Performance Target: Conduct quarterly customer feedback
surveys with a target score of 4.5 out of 5.
Measurement: Compile survey results and analyse
feedback to identify areas for improvement.
Employee Retention and Satisfaction:
Objective: Reduce turnover rate by 15%.
Performance Target: Maintain employee satisfaction score
of 80%.
Measurement: Conduct annual employee satisfaction
surveys and track turnover rates monthly.
Financial Performance:
Objective: Increase revenue by 10%.
Performance Target: Achieve sales revenue of $330,000
by the end of the financial year.
Measurement: Monthly financial reports comparing actual
revenue against projected targets.
Monitoring will be done in following ways:
Quarterly customer feedback surveys via email.
Annual anonymous employee satisfaction surveys.
Monthly financial review meetings to assess revenue
performance.

Resources requirements:
Financial resources required:
Allocate funds for marketing campaigns and digital

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 24
 advertising ($10,000 annually).
Budget for the purchase of an industrial carpet cleaning
machine ($4,000 initial investment).
Human resources required:
Hire a skilled marketing assistant to manage digital
marketing efforts and customer engagement strategies.
Increase administrative support to handle customer
inquiries, scheduling, and employee management.
Physical resources necessary:
Purchase an industrial carpet cleaning machine to enhance
service capabilities and efficiency.
Maintain a sufficient inventory of cleaning supplies and
equipment to meet operational demands.

Regulatory requirements:
Obtain a business licence from the local council for
operating a cleaning service.
Comply with environmental health regulations and acquire
permits for cleaning chemical use.

Marketing strategy:
Targeted online advertising campaigns
Referral programs for existing customers
Partnerships with environmentally conscious organizations

Attach:
Business plan ☒

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 25
 Section 3: Implementing and monitoring a
business plan

Communicate your business Subject: Summary of Ozhouse Clean Business Plan

plan to all relevant stakeholders.
Note: You may communicate in
Dear James, Nancy, and Sarah,
any appropriate manner as long
as it meets the requirements in I trust this email finds you well. Please find attached the summary
the project portfolio and adheres of the Ozhouse Clean Business Plan for the years 2019 to 2021.
to any organisational policies This document outlines our strategic initiatives focusing on
and procedures (e.g. internal customer base expansion, implementation of environmentally
communications policy). You friendly practices, and staff training and retention.
may need to communicate in For further details, please refer to the attached business plan
different ways to different document. I am available to discuss any questions or feedback you
stakeholders. For example, a may have.
face-to-face presentation may
be required to present the
business plan to the executive Best regards,
team, and a promotional video
Amardeep
clip may be used to
communicate the plan to other Manager, Ozhouse Clean
office employees.
Who will you communicate to?
How will you communicate (e.g.
face-to-face at a team meeting,
email summary, poster)?
If not already viewed in person
by your assessor, attach proof
of your communication to this
section of your portfolio (e.g.
video recording of team meeting
or promotional video clip).

Confirm that skilled labour is Dear Sarah,

available to implement the plan.
I hope this email finds you well. I am writing to confirm the
Note: Confirmation can take availability of skilled labour necessary to implement our new
place in any appropriate format business plan.
(e.g. draft email to HR or other
Available skilled labours are:
managers confirming employee
availability, or a screenshot of a Our newly hired Marketing Assistant has started effectively
project plan showing skilled managing our marketing strategies and customer
labour availability) as long as it feedback.
adheres to relevant We have successfully employed a Permanent Cleaner who
organisational policies and
Southern Cross School of Business
CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 26
 procedures. Confirmation may has been trained on the industrial carpet cleaner and
take place as part of the adheres to Workplace Health and Safety requirements.
communication in the previous
Please let me know if there are any further steps needed from my
step.
side to ensure a smooth implementation of the plan.
What skilled labour is required?
What skilled labour is already Best regards,
available?
Amardeep
What skilled labour must still be
Manager, Ozhouse Clean
recruited?
Attach proof of your
confirmation to this section of
your portfolio (e.g. Email to HR
or other relevant managers
confirming the availability of
existing employees to
implement the business plan,
verbal confirmation while
communicating the business
plan to stakeholders etc.).

Assume a period of time has passed.

Test the performance Systems used to test performance:

measurement systems
Job Descriptions: Clearly defined roles and
associated with your business
responsibilities for all staff members.
plan.
Performance Reviews: Regular evaluations of
Note: you have already
employee performance.
identified ways to monitor
performance objectives in Customer Feedback Surveys: Quarterly surveys to
Section 2 of your project assess customer satisfaction.
portfolio. Financial Reports: Monthly reviews of financial
What systems are in place to performance.
test performance (e.g. job
descriptions, performance
reviews, income statements, Chosen system is customer feedback survey
self-evaluations, induction Survey questions:
checklists, customer reviews
1. How satisfied are you with the overall cleaning
etc.)?
service?
Choose one performance
2. How likely are you to recommend Ozhouse Clean to
measurement system and test
others?
it (e.g. conduct a survey to staff
members to see whether their
Southern Cross School of Business
CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 27
understanding of their job 3. How do you rate the professionalism of our cleaners?
description matches the actual
4. Are you satisfied with our use of eco-friendly cleaning
job description).
products?
Attach proof of how you’ve
5. Do you have any suggestions for improvement?
tested the system to this
section of your Project Portfolio
(e.g. survey results). Survey results:
The overall average rating is 4.65 which indicates a high level
of customer satisfaction.
The target score of 4.5 out of 5 has been met.
Feedback suggests that customers appreciate the eco-
friendly products but would like more options for scheduling
flexibility.

Report failures (system, product Dear James and Nancy,

and/or services) and variances
I hope this message finds you well. I wanted to provide an
to your business plan as they
update on our progress with implementing the new business
occur.
plan as discussed.
Who will you report to?
Supplier selection for eco-friendly products:
How will you report the
Amanda has diligently worked on finalizing our supplier for
failures?
eco-friendly cleaning products. While progress has been
Unless viewed in person by made in narrowing down to two potential suppliers, we are
your assessor, attach proof of requesting an additional two months to finalize our decision
how you’ve reported the and notify our clients accordingly.
failures/variances to this
Marketing assistant and new services:
section of your portfolio (e.g.
email to CEO). Make sure your Sarah has successfully onboarded a marketing assistant who
proof shows that you’ve has been proactive in running marketing campaigns and
responded promptly (e.g. dated managing social media platforms. However, we've
email etc., updated business encountered a challenge regarding responding to negative
plan) comments online. We are developing a strategy to address
this effectively.
Customer acquisition goals:
We have secured 4 new regular customers seeking eco-
friendly cleaning services and are working towards meeting
the target of at least two carpet cleaning customers per
month.

I have attached the updated business plan and relevant

details for your review. Your guidance on the next steps
would be greatly appreciated.

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 28
 Best regards,
Amardeep
Manager, Ozhouse Clean

Refine performance Dear James and Nancy,

measurement systems (if
I hope you're doing well. I wanted to update you on a
required).
refinement we've made to our feedback management system.
If relevant, attach proof of how
Based on recent experiences and feedback from our
you’ve refined the system to
customers, we have enhanced our feedback register to
this section of your portfolio
include a more structured approach to handling customer
(e.g. modified job description,
reviews and comments, both positive and negative.
induction checklist, feedback
register, We now categorize feedback into different types (e.g., service
training/mentoring/coaching). quality, scheduling, product satisfaction) to better understand
recurring issues and trends.

Attached to this email, you will find the updated feedback

register template for your review.

Best regards,
Amardeep
Manager, Ozhouse Clean

Evaluate the legislative Yes, our business activities and my actions have complied
compliance of your business. with all legislative requirements over the past three months.
Specifically:
Have the business activities
and your own actions complied 1. Business Licence: We have maintained a valid
with legislative requirements? business license as required by the local council.
2. Environmental health regulations: We have complied
with all necessary permits for the use of cleaning
chemicals. Amanda is finalizing a supplier for eco-
friendly products to further enhance compliance.
3. Workplace health and safety: The training provided to
our permanent cleaner on safely using the industrial
carpet cleaner meets WHS requirements.

Evaluate the key aspects of Our performance in key aspects has been as follows:
your business against the
1. Customer satisfaction:
planned objectives.
o We achieved a 92% satisfaction rating based
Note: If you are using the case
on our latest survey, which is close to our
study, assume this evaluation
95% target.
Southern Cross School of Business
CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 29
takes place three months after o Our feedback score was 4.3 out of 5, slightly
the business plan has been below the target of 4.5.
communicated to the directors.
2. Employee retention and satisfaction:
How has the performance in
o The employee turnover rate decreased by
key aspects of the business
10%, which is below our goal of a 15%
(identified in Section 2 of your
reduction.
Portfolio) compared to the
objectives planned in your o The employee satisfaction score is at 78%,
business plan? near our target of 80%.
3. Financial performance:
o Sales revenue has increased by 7% so far.
We are on track but need to push further to
meet the 10% increase target by year-end.
4. New services:
o Four new regular customers have signed up
for eco-friendly cleaning. We have not yet
achieved the target of two carpet cleaning
customers per month.

Refine performance indicators, Customer satisfaction:

if required.
 Maintain the target of 4.5 out of 5 but increase
Are the performance indicators engagement with customers to gather more detailed
(identified in Section 2 of your feedback.
Portfolio) realistic and
 Implement a mid-quarter feedback check to address
accurate? Refine if necessary.
issues promptly.
Employee retention and satisfaction:
 Maintain the 15% turnover reduction target but
increase employee engagement activities to boost
satisfaction to 85%.
Financial performance:
 Keep the 10% revenue increase target but introduce
additional promotional offers to attract more
customers quickly.
New services:
 Adjust the target for carpet cleaning customers to one
per month initially, then gradually increase as
marketing efforts solidify.

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 30
Evaluate staff performance. Some staff members are underperforming, particularly in
sales and customer service roles.
Are there any underperforming
staff members (at least one)? Improvement is needed in sales techniques, customer
engagement and adherence to company standards.
How they are underperforming?

Coach underperforming staff (at Coaching Report

least one staff member). Coaching session for underperforming
Activity
staff member.
Who will you coach? Types of Role-play scenarios, feedback
Unless already viewed in coaching discussion.
person by your assessor, Date conducted 10/6/2024
attach proof of a coaching Session duration 10 Minutes
session to this section of your Location Office meeting room
Portfolio (e.g. video recording Supporting Video recording of the coaching
of coaching). documents session
The coaching session was conducted
to address underperformance in sales
and customer service roles. During the
session, role-play scenarios were
utilized to demonstrate effective sales
Summary techniques and customer engagement
strategies. Feedback was provided to
the staff member on areas needing
improvement, including
communication skills and adherence
to company standards.
The staff member showed willingness
to learn and improve, actively
participating in the role-play exercises
and engaging in constructive dialogue.
Outcome
They demonstrated a better
understanding of effective sales
techniques and customer interaction
strategies by the end of the session.
Regular follow-up sessions will be
Next Step
scheduled to monitor progress
Establish ongoing review Review Process: To address underperformance effectively,
processes for the we will implement the following ongoing review processes:
underperforming staff member.
1. Initial Assessment:
Attach proof to this section of
o Conduct a one-on-one meeting with the staff
your portfolio (e.g. flowchart
member to discuss performance concerns
showing review process, review
and set clear expectations.
policy and procedure,
performance review template o Document specific areas needing
etc.). improvement and agree on actionable goals.
2. Regular Check-ins:

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 31
 o Schedule bi-weekly check-ins to monitor
progress towards goals.
o Provide constructive feedback and support to
help the staff member succeed.
3. Training and Support:
o Offer additional training or resources as
needed to address skill gaps.
o Encourage participation in relevant
workshops or courses to enhance
performance.
4. Performance Review Meetings:
o Conduct formal performance reviews every
three months to assess overall progress.
o Use a structured performance review
template to evaluate achievements against
set objectives.

Report on outcomes of your I will report the outcomes of our business plan to James and
business plan. Nancy Anderson, the owners of Ozhouse Clean.
Who will you report to?
Strengths:
Report on key aspects and
objectives of the business.  Clear focus on customer base expansion,
environmentally friendly practices, and staff training.
What are the strengths and
weaknesses of your business  Specific and measurable performance objectives with
plan? tracking mechanisms in place.
Note: Use the answers from the Weaknesses:
questions already completed in
 Unrealistic sales revenue target given market
this section. Match the style of
challenges.
your writing to the purpose and
audience. You will be assessed  Limited emphasis on addressing staff retention
on this. beyond training initiatives.

Attach proof of your report to Report on key aspects and objectives of the business:
this section of your portfolio. Customer Satisfaction:
Achieved a 92% satisfaction rating; slightly below our
95% target.
Feedback score was 4.3 out of 5, aiming for 4.5.
Employee Retention and Satisfaction:
Reduced turnover rate by 10%, close to our 15%

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 32
 reduction goal.
Employee satisfaction score is at 78%, aiming for
80%.
Financial Performance:
Increased sales revenue by 7%, progressing towards
the 10% target by year-end.
New Services:
Attracted four new eco-friendly cleaning customers
but fell short on the target of two carpet cleaning
customers per month.

Attach: Communication of business plan ☒

Confirmation of skilled labour availability ☒

Proof of refinement to performance measurement

☒
systems (if applicable)

Proof of reported failures and variances ☒

Coaching session ☒

Review process ☒

Report on business plan outcomes ☒

BSBOPS601 Develop and implement business

plans.
Assessor Checklist
Student Amardeep Singh Student ID
Name
Trainer Name Date of Marking

Assessment Task 1:

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 33
Student’s name: Amardeep Singh

Completed
Did the student provide a sufficient successfully
Comments
and clear answer that addresses the
suggested answer for? Yes No

Question 1

Question 2

Question 3

Question 4

Question 5

Question 6

Question 7

Question 8

Question 9

Question 10

Question 11

Outcome Satisfactory Not Satisfactory

Assessor signature

BSBOPS601 Develop and implement business

plans
Assessment 2 Assessor Checklist
Student Name Amardeep Singh Student ID

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 34
 Trainer Name Date of Marking

Observation Checklist – Meet with at least two stakeholders.

Participant Names Role

Satisfactor
Did the student: y
Yes No
Plan for their business plan by:
 describing the legislative and regulatory requirements relevant to
developing their business plan.
 describing the organisational requirements relevant to developing
their business plan, including:
o pre-existing strategic, business and operational plans

o existing business vision, mission, values, objectives, goals,

financial targets, management arrangements and marketing
strategies.
 researching the market requirements for your business’
products/services/programs (including mathematical information in
their research).
 researching information relevant to the competitors of their business
and business plan (including at least one competitor and
mathematical information).
 researching other industry-related information.
 analysing their business (vision, mission, values, objectives, goals,
competitors, financial targets, management arrangements and
marketing approaches).
 As evidenced by the student’s Project Portfolio fulfilling the
requirements of Project Portfolio Assessor – Section 1.

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 35
 Satisfactor
Did the student: y
Yes No
Develop a business plan by:
 meeting with at least two stakeholders to develop performance
objectives and measures for key aspects of their business (including
productivity and performance targets for at least two key result
areas).
 developing performance objectives and measures for your business
plan (including at least one financial indicator such as revenue).
 identifying any licence or permit requirements to be included in their
business plan.
 describing their proposed marketing strategy.
 identifying financial, human and physical resource requirements for
your business plan (at least one each).
 develop a written business plan that includes:
o a description of the business

o products and services

o financial, physical and human resources requirements

o marketing strategy

o financial indicators

o productivity and performance targets for key result areas

o appropriate business language and terminology.

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 36
 Satisfactor
Did the student: y
Yes No
Implement, monitor and evaluate their business plan and the related
performance by:
 communicating the business plan to relevant stakeholders.
 confirming that skilled labour is available to implement the plan.
 testing one performance measurement system associated with their
business plan.
 reporting failures (system, product and/or services) and variances to
their business plan as they occur.
 refining performance measurement systems (if required).
 evaluating the legislative compliance of their business plan.
 evaluating the key aspects of their business plan against the planned
objectives.
 refining performance indicators, if required.
 coaching underperforming staff (at least one staff member).
 establishing an ongoing review process for the underperforming staff
member.
 writing a report on the outcomes of their business plan, including:
o performance of key aspects and objectives of the business.

o strengths and weaknesses of their business plan.

o matching the style of your writing to the purpose and audience.

Demonstrate effective teamwork skills by:

 leading a team
 facilitating group interaction
influencing the direction of the outcomes of the meeting.

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 37
 Satisfactor
Did the student: y
Yes No
Demonstrate effective oral communication by:
 presenting information using language and features appropriate for
the audience.
 seeking advice using language and features appropriate for the
audience.
participate in discussions.
 elicit the views of others.
 clarify and confirm understanding.
 As evidenced by the student’s meeting with stakeholders – Project
Portfolio Section 2.
Outcome Satisfactory Not Satisfactory

Assessor signature

Assessment Task Checklist Yes No

Develop and implement a business plan.

Submit completed Project Portfolio

Outcome Satisfactory Not Satisfactory

Assessor signature

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO Id: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Level 3, 531 George Street, SYDNEY NSW 2000 | Ph: 61 (2) 8937 0506
BSBOPS601 Develop and implement business plans _V1.0_05/02/21.
Page | 38