PROJECT

PORTFOLIO

Project Portfolio

BSBOPS502- Manage Business

Operational Plans

STUDENT VERSION

BSBOPS502
MANAGE BUSINESS
OPERATIONAL PLANS
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

Contents

Section 1: Planning for an operational plan 5

Section 2: Developing an operational plan 9
Section 3: Managing operational performance 14

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 2
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

Student name: Student name

Assessor: Himanshu Verma

Date:

Business this Worlducation

assessment is based
on:

Documentation Strategic plan, simulation pack, Policies and procedures

reviewed as
preparation:

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 3
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

Section 1: Planning for an operational plan

About the organisation Provide an overview of the organisation and

product/services/programs.
Provide an overview of
the organisation and
product/services/progra
ms.
Objectives: A new business called Worlducation is
dedicated to leveraging technology to enhance
education. Making tablets for primary school students
is its major line of work. Children may learn from the
educational applications and information on tablets.

Goals: The company's long-term goal is to empower

our people in order to give better quality service to
customers, and if sales go up, that means more
money for underprivileged classrooms.

Describe the key

functions and activities Policy on the expenditure. The travel, other charges,
of the work area you benefits, hospitality, and gift rules of the organisation
will develop an are going to be outlined in this document, which is the
operational plan for. paper's purpose.
This paper states areas of spending that will be
supported by the corporation as business expenses
and areas of expenditure that will be limited. The
document also highlights areas of expenditure that will
be supported by the corporation as business costs.
Procurement procedure and policy. This Policy ensures
that all goods and services are acquired in a manner
that is honest, competitive, fair, and transparent. It
also takes into consideration quality of service, value
for money, environmental and social ramifications,
Briefly describe at least
and other relevant factors.
two objectives outlined
in the strategic plan (if
there is no strategic
plan for your business,
develop two objectives Important capabilities

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 4
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

for your work area or The person in charge of sales has made the decision
business). to work towards the goals of "increasing sales to boost
contributions to needy schools" and "strengthening
the abilities of our staff, in order to better serve
consumers."

Describe your job role.

The Strategic Plan aims to accomplish two things:

1. Drive up sales to boost the amount of money
Explain how your job donated to schools in need.
role contributes to the 2. Develop the skills of our workforce in order to
broader goals of the provide superior support to our customers
business or work area.
My function as sales manager
As the sales manager has been in charge of achieving
both "increase sales to generate contributions to
deserving schools" and "strengthen the talents of our
personnel, to better service customers," it can be said
that both goals have been accomplished.

Describe the key functions and activities of the work

area you will develop an operational plan for.
1. Produce a web advertisement for the new
product (the expense has been estimated at
$25,000).
2. Organize a live demonstration for the
consumers who have already purchased from
you.
3. Design a rewards programme that will
commend the school on the basis of the total
number of downloads.
4. creation of a cloud-based service that users
may access from anywhere

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 5
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

Objectives outlined in the strategic plan:

1. Educate the sales personnel on how to utilise
the new product.
2. Organize school visits
3. Sponsorship programme to create personal ties
between youngsters from less privileged
backgrounds and sales employees

Sales Manager:

Explain how your job role contributes to the broader

goals of the business or work area
My function as sales manager
As the sales manager has been in charge of achieving
both "increase sales to generate contributions to
deserving schools" and "strengthen the talents of our
personnel, to better service customers," it can be said
that both goals have been accomplished.

Source information Stakeholders:

Identify stakeholders CEO- Approving new positions and projects
who will contribute to - CEO is the responsible of setting the objectives and approving the
the operational plan plan
and provide relevant
approvals:
CFO- Financial Aspects
 Who are they
(consider
escalation,
She is the one who is in charge of all of the company's
specialist resource
budgeting and purchasing for the operations of the
manager,
business.
colleague, client)?
 What contribution
will they make? ICT Manager-

 What will they Fulfils the standards and need to be ready to provide
approve (if live demonstrations to potential customers.
relevant)?
Southern Cross School of Business
CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 6
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

End Users-
The purchase of the goods is the responsibility of the
customer.
Sales Staff-
budget for the project
Identify and summarise
any legislation relevant
to the operational plan HR Manager-
you develop.
The board of directors is accountable for both the
approval of the plan as well as the monitoring of the
outcomes.

Identify and summarise any legislation relevant to the

operational plan you develop.
Data Privacy Legislations:
Identify and summarise
any organisational Data Privacy & Copyright / Anti-Discrimination / Equal
policies and procedures Employment Opportunity / Fair Work Ombudsman /
relevant to the Consumer Protection Legislation
operational plan you Compliance Legislations:
develop. (Attach proof
to this section of your  Authorization for Use of Funds and Related Policies
portfolio).  Privacy Policies and Processes - Policy for New
Suppliers
 Training and Career Development Plan Processes
 Planned Methods of Internal Discourse

Summarise the  Plans and Guidelines for Public Addressing

financial information  Guidelines for Making Purchases
(e.g. budget and
Employment Practices Legislations:
forecast) that will
inform spending and  Revenue and expense reports, a balance sheet,
(attach proof to this a statement of cash flows, and any relevant tax
section of your information
portfolio).  The organization's policies as well as its
standard operating procedures will serve as the

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 7
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

basis for the approval process.

 The CFO will evaluate both the plan itself and
how it has been prepared before deciding
whether or not to provide approval to execute
the plan.

Summarise the financial information:

the planned budget is $40,000, with the following
breakdown:
• License for platform $1000
• Cloud storage $2000
( HINT: Simulation Pack)

Identify potential Name of Person Duration

activities activity Responsible
What potential
Create an Advertising 2 weeks
activities are required
online advert Specialist
to address the
for the new
objectives (at least
product
three per objective)?
What are your Arrange a live Marketing team 2 weeks
suggested time frames demonstration manager
for each activity? for existing
customers
Who will be responsible
for the completion of Create rewards Financial 8 weeks
each activity? program to manager
reward school
based on
number of
downloads

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 8
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

Objective -1:

Name of Person Duration

activity Responsible

Train sales staff Sales manager 6 Weeks

to use new
product

Organise school Sales manager 4 weeks

visits

Sponsorship HR manager 12 weeks

program to
develop
personal
relationships
between less
fortunate
children and
sales staff

Objective 2:
According to WORLDUCATION's rules and procedures,
senior executive (senior management) approval is
required for the operational plan, while senior
manager approval is required for all financial
transactions.

must be sanctioned by Anna Armstrong, a duly

authorised person, and then the CEO.
At first, everything is accepted by email. Approvals are
then recorded with appropriate signatures for
documentation purposes in accordance with
Worlducation's documentation rules and processes.

Establish potential
human resource Instead of wasting time, if the process of making
requirements. advertisements is outsourced to a professional with all
For each potential the necessary information, it will be done
activity in the professionally to attract our target clients.
operational plan, list Activity 2:
the human resources
Southern Cross School of Business
CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 9
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

required (at least one There are three alternatives for providing a live
new human resource demonstration to our current clients: a one-on-one live
should be required). demonstration at the customer's location, a live
demonstration workshop, and a live presentation via
For each human
video conference.
resource:
As a result of the current COVID-19 epidemic, it is
 research and
prudent and secure to conduct demonstrations
summarise
through video conference.
information on
resource options Activity 3:
and how the
There are two ways to complete activity 3: one is to
resource may be
organise an event to award the top customers, and
sourced (e.g. can
the other is to develop an online platform to display
internal staff do the
the results via online prizes and credits.
job, are consultants
required etc.?). •n order to boost the number of downloads and
customers, it is vital to recognise the top achievers in
 analyse options and
person; thus, it is advisable to choose an organising
choose one.
group comprised of sales and human resource
 explain how the personnel.
resource will be
recruited and
inducted following After a group is created, all necessary permissions
policy and must come from their department head, such as the
procedure. sales manager, human resources manager, and
business management, in accordance with the
 explain any
procurement policy and process.
financial
implications (e.g.
approval required, Activity 4:
amount to be
As previously agreed, the cost of the event cannot
budgeted for etc.).
exceed $15,000.
 explain any
The group must be given complete authority to access
Intellectual Property
all of their needs with management consent.
(IP) requirements,
rights and The sales staff must have access to all new product-
responsibilities related information, and it is their obligation to
linked to the maintain its confidentiality.
resource.

Activity 5:
According to Worlducation's policy and practise, the

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 10
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

sales manager must notify the manager, human

resources director, and CEO after an external
employee has been chosen.
As previously said, the cost of generating an internet
advertisement should not exceed $25,000
All of the sales team's ideas and concepts, which are
their intellectual property, must be kept secret.

Activity 6:
A group of four members of the sales team are
required to undertake training on the new product for
one month so that they can show it in accordance with
the company's recruiting policy and process.
Since it is a videoconference presentation of our new
product, the price must be reasonable.

Establish potential Activity 1: Create an online advert for new product

physical resource
1 Resources needed to conduct the advertising(video
requirements
Recording)
Use the information
2 Production fee apply.
from your research and
knowledge of your work 3 Hosting the online advert fee apply
area.
For each potential Activity 2:
activity in the
 A computer is required in order to create and
operational plan, list
edit documents, browse the internet, and
the physical resources
perform various other tasks.
required (identify at
least one).  A printer is required in order to print
documents.
For each physical
resource:  A scanner is required in order to scan
documents.
 research and
summarise  A photocopier is required in order to copy
information on documents.
resource  A fax machine is required in order to send and
alternatives (e.g. receive faxes.
RPA vs human
input) Activity 3:

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 11
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

 analyse options and 1. Laptop or desktop PC. Desktops are more

choose best one powerful than laptops but less portable. Laptops
cost more than desktop Computers but are
 explain how the
more handy.
resource will be
obtained/purchased 2. Laser or inkjet printers are available. Inkjet
following policy and printers cost less than laser printers but print
procedures poorly. Inkjet printers are cheaper, but laser
printers print better.
 explain any
financial 3. Flatbed or portable scanners are available.
implications (e.g. Flatbed scanners scan bigger papers but are
approval required, less portable. Handheld scanners scan smaller
amount to be documents than flatbed scanners but are more
budgeted for etc.) portable.
 explain any
Intellectual Property
Activity 4:
(IP) requirements,
rights and 1. Laptops are more portable and versatile than
responsibilities desktop PCs, making them the greatest
linked to the computing choice.
resource (other 2. Laser printers outperform inkjet printers in
than those already speed and quality. Flatbed scanners are better
considered). for scanning huge documents than portable
scanners.
3. Color photocopiers can copy black-and-white
and colour documents, making them the finest
choice. A multifunction printer that can print,
scan, and copy is the ideal fax machine.
Activity 5:
1. The company's processes will get the resource.
The provider will sell and supply the resource to
the firm.
2. The corporation will buy the resource from an
IP-compliant provider. The firm will receive and
utilise the resource according to its policies.
3. The firm may utilise the resource according to
its policies. The firm may buy the resource from
a provider with IP rights and obligations.
Activity 6:
1. No costs.
Southern Cross School of Business
CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 12
 BSBOPS502 Manage Business Operational Plans
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V1.0 February 2022

2. The company's policies and processes will

provide the resource, so it won't need to budget
for it. The company's policies and processes will
provide the resource without authorisation.
3. The firm may utilise the resource according to
its policies. The company's policies and
processes will provide the resource, so it won't
need to budget for it.

Establish potential KPIs. KPI’s for every single activity:

For each activity, KPI for the group is:
establish measurable
• Fully prepared to provide a live demonstration
KPIs.
• Full understanding of the new product
Show how you
approached • Successfully completing the live demonstration trial
establishing the KPIs in with an ideal score.
a mathematical way KPIs to monitor are:
using problem-solving.
• A progress report
How do the KPIs reflect
• Monitoring of the trial
financial requirements?
• Conversations during regular meetings
List ways to monitor
the KPIs. Utilization of Resources Policy
The purpose of the policy is to control how resources
are used in this activity. It holds true for all materials
used in the activity. Procedure for using resources:
• Purchases of resources shall be authorised based on
needs and in conformity with organisational rules and
procedures.
• The functions of the resources will determine how
they should be used.
• All those allocated are qualified to make use of the
resources in the specified working activities.
• Ensure that resources are used in working activities
in a safe and healthy way.
How do the KPIs reflect financial requirements?
 Register intellectual property, trademarks, and
patents.
 Record company, product, and geographic names.

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 13
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

 Establish confidentiality, non-disclosure, and

licencing agreements for employees and business
partners.
 Employ protective measures.
 Avoid shared ownership.

List ways to monitor the KPIs.

1. Financial Planning needed to be repaired.
Related KPI: Sales Expansion
2. Financial and other company indicators may be
measured using cutting-edge computer
technology or basic spreadsheets.
3. The technique will be carried out.

Identify data security Identify data security issues in all the 6 activities:
issues
Name of activities Security Issues
Identify any data
security requirements Create an online advert Fear of losing control,
or issues associated for the new product inability to organise
with the activities. (quoted price of $25000) effectively, and the spirit
of a specific individual all
contribute to terrorism.

Arrange a live Following a well-

demonstration for explained monetary
existing customers interpretation of each
weakness.

Create rewards program Leaders and leaders are

to reward school based unable of appropriately
on number of downloads regulating their
communications duties.

Train sales staff to use Customer prioritization

new product hurts basic customer
adversely Performance.

Organise school visits Effective preparation.

Sponsorship program to Credit risk, liquidity risk,

Southern Cross School of Business
CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 14
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

develop personal resource risk, speculative

relationships between risk of uncertain
less fortunate children magnitude, value risk,
and sales staff and monetary risk.

Proof of policies and procedures relevant to ☐

Attach: work area and/or operational plan

Proof of financial information and relevant ☐

Provide Attachments calculations (e.g. budget, graphs)

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 15
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

Section 2: Developing an operational plan

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 16
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

.
Consult with others
Summarise the The meeting will begin at 10:00 am on the 09-11-2022 and take
outcomes of your place in Meeting Room A till it is finished.
meeting with relevant
stakeholders:
Meeting Minutes
 Which stakeholders
did you consult Meeting
with? Purpose
 Why were these Date 9-11-2022 Time 10:00 am
stakeholders part of
the consultation Location Meeting room
process?
Attendees:
 Were any changes
to your suggested Mark , Louie , James , Lena, Steve
activities,
Meeting Agenda:
resources,
timeframes, KPIs 1. In order to participate in the live demonstration, you will
and monitoring need to have access to the internet. When giving a
processes presentation in real time, it is helpful to have gadgets
requested? such as a webcam.
2. A camera as well as software for video conferencing are
Describe how you used. The worldwide web will call for an increase in the
collaborated to achieve available bandwidth.
joint outcomes.
How did you seek
feedback, advice and
support? 3. Either a new online demonstration platform should be
If not already viewed in developed or an existing platform should be used. It is
recommended to utilise an application.
person by your
4. The creation of a spending plan for the activity. A
assessor, attach proof
$100,000 budget has been prepared.
of the consultation to
this section of your Meeting organised by:
portfolio.
Time Topic/ Issue

10:10am Introduction to the topic at hand and the

objectives of the meeting

10:20am Discussion of the strategy for the operational

activities

11: 30am Dialogue and negotiation over the kind and

Southern Cross School of Business
CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 17
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 18
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

Objectiv Activity/ Person Timelin Resourc KPI Budget

e responsi e es
strategy Should
ble for required
to not
completi
achieve exceed
on
objective by $2
Million

Objective Activity Person When Human KPI to

selected required to responsib must and measure
from realise le for the the physical and
strategic objective activity’s activity resources monitor
plan successfu be required success
l complet to of the
completio ed by or complete activity
n during activity
which
period is
it to be
complet
ed

Increase Activity 1: Marketing 2 weeks Human Should be $25000

sales to team resources delivered
Create an
increase Leader : with the
online
donations Advertisin provided
advert for
to needy g timefram
the new
classroo Specialist e
product
ms.
Physical
resource:
Productio
n
equipmen
t’s

Activity 2: Recruit a 2 weeks Use Salary

new twice- $25,000
Purchase
worker weekly,
a van
and do signable
visits checklists Trailer
to confirm $1500
the
effectiven
ess of the
Southern Cross School of Business
CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 19
 BSBOPS502 Manage Business Operational Plans
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V1.0 February 2022

Objectiv Activity/ Person Timelin Resourc KPI Budget

e responsi e es
strategy Should
ble for required
to not
completi
achieve exceed
on
objective by $2
Million

activity.

Activity Fundraisi Dec Documen Check the Adverts

3: ng efforts 2023 t of amount $2000
for funding raised
Masters policy and from the
to attend guidelines fundraisin
the g to see
National whether
Masters the goal
Champion was
ship. fulfilled.

Strengthe Train sales Sales 6 weeks Human Using $20000

n the staff to use manager resource: new
skills of new Trainer product
people to product and and
better Training explainin
support material g to other
customer staff
s members
Physical
Resource:
Location
for
conductin
g Training
session

Activity 5: Sales Daily The sales Net $20,000

team until the team and Promoter
desired a member Score
number of (NPS)
of productio
downloa n,
ds has together
been with a
Southern Cross School of Business
CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 20
 BSBOPS502 Manage Business Operational Plans
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V1.0 February 2022

Objectiv Activity/ Person Timelin Resourc KPI Budget

e responsi e es
strategy Should
ble for required
to not
completi
achieve exceed
on
objective by $2
Million

achieved delivery
. truck, the
new
product,
and its
breakdow
n
compone
nts.

Activity 6: Sales 6 CEO, Cost per $100,00

manager months manager, lead 0
the CEO manager
of human
resources
, and
sales
manager.

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 21
 BSBOPS502 Manage Business Operational Plans
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Develop a contingency plan.

Activity/ Potential risks Planned Response

strategy to
achieve
objective

Activity Risk associated How you will mitigate the risk

required to with the activity
realise
objective

Create an Advertising Try to create the advertisement in numerous

online advert might not result formats
for new in sales
products

Schedule a live It is possible that Before the demonstration, we will do

presentation the product does comprehensive testing to guarantee that the
for current not function as product operates as intended. In addition,
clients planned or that we will choose a set of customers who will
buyers are likely be interested in the offering.
unimpressed.

Establish a Either the We will consult with the heads of the schools
rewards programme fails in order to develop a programme that meets
programme to to appeal to their specific needs, and we will evaluate the
recognise schools or it fails program's results to assure its success.
school to raise sales.
performance Both scenarios
are a possibility.

Instruct sales It is conceivable We will provide sales personnel with

personnel to that the sales intensive product training, and we will also
utilise the new staff is not provide cash incentives to sales staff
product interested in members who utilise the product.
using the
product or lacks
the skills
necessary to use
it effectively.

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 22
 BSBOPS502 Manage Business Operational Plans
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V1.0 February 2022

Approve plan To: CFO

Follow organisational Subject: Seeking approval for operational Plan
policies and procedures
Dear Sir,
to seek approval for
your operational plan: I hope this email finds you well. The approval process
will be carried out in line with the company's defined
 Who will you seek
criteria and established practises.
approval from?
Before to granting final authorization to proceed, the
 How will you seek
Chief Financial Officer will analyse the plan and
approval?
confirm that everything is in order.
Attach proof of approval
(e.g. minutes of
executive team Kind Regards
meeting, draft email) to ********
this section of the
portfolio.

Document resource The project manager determines the resources necessary to carry
requirements out the project's operations by establishing resource requirements.
Every company need rules and procedures in order to operate.
Document the resource Together, policies and procedures form a timetable for everyday
requirements (following operations. They simplify internal operations, ensure compliance
organisational policy with laws and regulations, and give guidance for decision-making.
and procedures). These are the resource requirements:
Attach proof to this  availability of policy manuals
section of the portfolio.
 Unknown policies cannot be adhered to if personnel are
ignorant of them. Several organisations still provide employee
handbooks in paper-based binders.

Employ instructional programmes

Having your personnel read your policies and

procedures is the first step in assuring compliance,
but it is not adequate on its own. It is possible that
employees may not completely appreciate a policy
or know how to implement it.
Your organisation must teach its employees on
both the specifics of its regulations and how to
follow procedures in real-world situations.
Testing employee comprehension

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
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 BSBOPS502 Manage Business Operational Plans
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The dissemination of policies and training does not

guarantee that all workers grasp them in their
entirety. A worker may sign a paper without fully
comprehending its contents.
This will ultimately result in workers not following
to rules and procedures, even if it seems
unimportant in the near term.
Promote accountability

It begins at the top and progresses downward. If

managers and other leaders constantly adhere to
rules and procedures, workers are more likely to
do so as well.

Explain operational plan 1. Resources will be acquired based on necessity

to team and permission, in compliance with the rules
and procedures of the organisation.
Attach proof to this
section of the portfolio 2. The use of resources shall be governed by their
(if not already viewed in intended purposes.
person by the assessor).
3. Everyone allocated is permitted to use
available resources in authorised job tasks.
4. Ensure a healthy and safe approach to the use
of resources in working activities.

Proof of stakeholder meeting (if relevant) ☐

Attach: ( MEETING MINUTES)

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( EMAIL ☐

EVIDENCE)

Explanation to team (if relevant) ☐

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 24
 BSBOPS502 Manage Business Operational Plans
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V1.0 February 2022

Section 3: Managing operational performance

Confirm human resource From: Sales Manager

acquisition
To : Senior Executive
Confirm that any new
CC: CFO
staff members required
to complete the Subject:
activities in the Dear Sir/Madam,
operational plan were
recruited and inducted
according to the The procedure for approval will be carried out in
organisation’s policies, accordance with the company's predetermined
practices and standards and customs, which are already in place.
procedures (e.g. via Before providing final clearance to go forward, the
email, face-to-face Chief Financial Officer will first examine the plan and
conversation, survey ensure that everything is in order.
etc.)
Attach proof to this
section of the portfolio. Kind regards
***************

Confirm physical DearStaff

resource acquisition
I hope that you are doing well. I am writing to advise
Confirm that any new you that we have obtained the physical resources and
physical resources and services necessary to execute the [Project Name]
services required to operational plan's operations. Your purchase was
complete the activities made in compliance with the principles, practises, and
in the operational plan procedures of our business.
were acquired according
To guarantee a smooth execution of the project, it is
to the organisation’s
crucial that we have all of the required Expert Tutor
policies, practices and
resources in place. The procurement of these material
procedures (e.g. via
assets and services will assist us in meeting our
email, face-to-face
project's goals and deadline.
conversation, invoices,
quotes etc.)
Attach proof to this I'd want to use this opportunity to express my
section of the portfolio. appreciation for your assistance and cooperation in
this subject. Please do not hesitate to get in touch
Southern Cross School of Business
CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 25
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

with me if you have any queries or issues about the

obtained materials.
Best wishes,
*******

Incorporate Intellectual Email evidence:

Property (IP)
To
requirements
Staffs
Take necessary steps to
ensure any IP Dear staff
requirements The parties engaged participated in the discussions.
(established in Section 1 Since there are insufficient human resources, the low
of your Project Portfolio) performance may be explained. It is necessary to
are incorporated in the employ and adequately train more staff. I modified
execution of activities the schedule to allow more training for the new
(e.g. memo to staff, employees. I can help the resource in the future by
contractual agreement, providing it with the proper training and preparation
email to include it in for the job.
induction process etc.)
Thanks and regards
Attach proof to this
********
section of the portfolio.

Plan and implement Choose An activity and their KPI:

monitoring
Activity 1:
Choose one activity and
KPI’s for activity 1:
its related KPI.
• Fully prepared to provide a live demonstration
Establish a process that
can be used to monitor • Full understanding of the new product
and document • Successfully completing the live demonstration trial
performance of the KPI with an ideal score.
(either using a flowchart
or words).
How would you monitor and document the
Implement the process
performance of KPI for activity 1?
(e.g. by placing a poster
in the office, sending an A progress report
email etc.) • Monitoring of the trial
Attach proof of your • Conversations during regular meetings
implementation to this
section of your portfolio.
How would you implement the process that you have

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 26
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

established?
The purpose of the policy is to control how resources
are used in this activity. It holds true for all materials
used in the activity. Procedure for using resources:
• Purchases of resources shall be authorised based on
needs and in conformity with organisational rules and
procedures.
• The functions of the resources will determine how
they should be used.
• All those allocated are qualified to make use of the
resources in the specified working activities.
• Ensure that resources are used in working activities
in a safe and healthy way.
Email evidence:

Email

From : mark
To: All stakeholder
CC: CFO
Subject: Corrective action taken for resource

Dear Sir/Madam,

Please find attached the vendor's estimate for the

specified service. It has the complete service
necessary for our activity and signs a direct contract
with our company, leaving one of its employees at our
disposal. - Excellent quality of work from your
previous projects shown in the meeting. - They are
able to clearly expose what is being asked for in their
ads. - Well-known reputation. - Competitive prices and
within our budget. - Well-known reputation.
We just had a short meeting, but I could tell that the
expert had a great deal of experience placing
advertising like the ones we're seeking.
Southern Cross School of Business
CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 27
 BSBOPS502 Manage Business Operational Plans
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Kind regards

Assess progress The new workers (2 marketing junior external

members and 2 hr officer external members) were
Assess and document
onboarded by: - Reviewing business rules and
the progress of the
procedures with them
activity you selected to
monitor in the previous - Participating in face-to-face orientation training
step (use the data
showing
underperformance).  Will it meet budget?

You may consider: According to the plan, during the next four weeks, the
group will be able to put it to use and provide a live
 Is it likely to be
presentation.
completed within
the timeframe set?
 Will it meet budget?  Are any additional resources required?

 Are any additional Yes, Internal workforce will consist of sales

resources required? consultants as well as technicians who will be
responsible for providing technical assistance. A live
 Are any resources
demonstration will be performed for the customers by
under-performing
the sales consultant, and there will be technical
(identify at least
assistance available in the event that any problems
one)?
develop with the technology during the presentation.
Attach relevant
data/proof of progress
to this section of your  Are any resources under-performing (identify at
portfolio. least one)?

Attach documented
performance to this Yes , the new employee is having trouble fitting in
section of your portfolio. with the team. Due to his youth and lack of
marketing experience, he is timid and lacks
interpersonal skills.
The manager has taught him to help him

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 28
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

communicate with the other workers and do his

duties effectively.

Negotiate and approve  Who was part of the negotiation?

variations
Summarise the
HR manager
outcomes of your
negotiations with  What are reasons for underperformance and how
relevant stakeholders: can it be solved?

 Who was part of the The team member is inexperienced and ill-equipped
negotiation? to communicate with other staff.

 What are reasons

for  What did you negotiate (e.g. adjusted timeframe
underperformance to allow for additional training)?
and how can it be
 We negotiated an additional $100 for staff
solved?
training.
 What did you
negotiate (e.g.
adjusted timeframe
to allow for  How can you support the resource going forward?
additional training)?
With this additional training, the individual will feel
 How can you more secure in his work and perform to the
support the resource position's standards.
going forward?
 Which variations were approved?
 Which variations
were approved?
Attach proof of your Additional budget of $100 to be used for staff
negotiation to this training.
section of your portfolio
(if not already viewed in
Email evidence:
person by your
assessor).

Dear HR Manager,
Hoping this email finds you well. I'm writing to request
an additional $100 to teach a junior marketer who is
failing and needs coaching help from the manager.
Please let me know if you agree.

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 29
 BSBOPS502 Manage Business Operational Plans
Project Portfolio
V1.0 February 2022

Thank you,

Approve variations. To: Manager

Gain approval from From: ***********
relevant stakeholders
Subject: Delivery receipts and allocation
for the negotiated
variation(s).
Attach proof to this I am writing to inform you that all of the PCs and
section of your portfolio other pieces of equipment that you bought are now in
(e.g. minutes of a state where they can be installed. Because we will
executive team be setting up devices and installing all of the essential
meeting, email etc.). programmes on-site, it will take us one day to
complete the task. I would appreciate it if you could
tell me when you believe it would be a good time for
me to carry it out. I look forward to hearing from you
in the near future.
Thanks and regards
***********

Address Email evidence:

underperformance
Dear Team,
Confirm that support is
provided where
necessary according to I hope this email finds you well.
policy and procedures Confirming that your manager is aware of the need
(e.g. email to arrange for proper skill development and that assistance is
training). being supplied in line with applicable policies and
Attach proof of procedures is something that we do for you (for
confirmed support to example mail thus to arrange training). Included in
this section of your this section of our portfolio is the documentation that
portfolio. was provided to demonstrate that this help was
effective.

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 30
 BSBOPS502 Manage Business Operational Plans
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V1.0 February 2022

Kind regards
*********

Proof to confirm recruitment and induction ☐

Attach: 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)( Attach ☐

evidence)

Documented performance ☐

Proof of negotiation (if relevant) ☐

Proof of approval ☐

Proof to confirm additional support ☐

Southern Cross School of Business

CRICOS Provider Code: 03523D | RTO ID: 41253 | ABN: 95155625924
Level 2, 1-3 Fitzwilliam Street PARRAMATTA NSW 2150 | Ph: + 61 (2) 9633 3287
Page | 31