STUDENT

ASSESSMENT
TASKS

BSBOPS502
MANAGE BUSINESS
OPERATIONAL PLANS

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 Contents

Student declaration 3
Introduction 4
Assessment Task 1: Knowledge questions 5
Assessment Task 1: Checklist 11
Assessment Task 2: Project 12
Assessment Task 2: Checklist 18
Final results record 21

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 BSBOPS502 Manage business operational plans Student Assessment Tasks

VET STUDENT ASSESSMENT COVER SHEET

Student declaration
This declaration must be completed in full by the student and submitted with all assessment responses.

☒ I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded
with any other student(s).
☒ I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against
me according to the process documented in the QIBA VET Student Plagiarism and Cheating
Policy.
☒ I have correctly referenced all resources and reference texts throughout these assessment tasks.

Course BSB50420 Diploma of Leadership and Management

Unit BSBOPS502 Manage business operational plans

Trainer/Assessors Mohammed Ahsan

Name

Student Name Ronish Pokhrel

Student ID number 11930301

Student signature: Date:

Ronish Pokhrel 10/09/2022

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BSBOPS502 Manage business operational plans Student Assessment Tasks

Introduction

The assessment tasks for BSBOPS502 Manage business operational 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

BSBOPS502 Manage business operational plans describes the performance outcomes, skills and
knowledge required to manage business operational plans for products, programs, processes, or
services to an operational level.

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.

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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.

i Assessment information
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. This
date is also set up in QIBA’s LMS

 adhere with QIBA’s submission guidelines – submit to LMS by the cut-off date and
time provided.

 include your name, unit code and assessment name, in the filename of all
documents submitted to LMS. Example – “Suraj Thapa_BSBOPS502_AT1

 answer all questions completely and correctly

 submit work which is original and, where necessary, properly referenced

 submit a completed and signed assessment cover sheet with your work

 this task should be completed on the templates provided by QIBA

 avoid sharing your answers with other students

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Written answer question guidance

The following written questions use a range of “instructional words” such as “identify” or “explain”,
which tell you how you should answer the question. Use the definitions below to assist you to
provide the type of response expected.
Note that the following guidance is the minimum level of response required.
Analyse – when a question asks you to analyse something, you should do so in detail, and identify
important points and key features. Generally, you are expected to write a response one or two
paragraphs long.

Compare – when a question asks you to compare something, you will need to show how two or
more things are similar, ensuring that you also indicate the relevance of the consequences.
Generally, you are expected to write a response one or two paragraphs long.

Contrast – when a question asks you to contrast something, you will need to show how two or
more things are different, ensuring you indicate the relevance or the consequences. Generally, you
are expected to write a response one or two paragraphs long.

Discuss – when a question asks you to discuss something, you are required to point out important
issues or features and express some form of critical judgement. Generally, you are expected to
write a response one or two paragraphs long.

Describe – when a question asks you to describe something, you should state the most noticeable
qualities or features. Generally, you are expected to write a response two or three sentences long.

Evaluate – when a question asks you to evaluate something, you should put forward
arguments for and against something. Generally, you are expected to write a response one or two
paragraphs long.

Examine – when a question asks you to examine something, this is similar to “analyse”, where you
should provide a detailed response with key points and features and provide critical analysis.
Generally, you are expected to write a response one or two paragraphs long.

Explain – when a question asks you to explain something, you should make clear how or why
something happened or the way it is. Generally, you are expected to write a response two or three
sentences long.

Identify – when a question asks you to identify something, this means that you are asked to briefly
describe the required information. Generally, you are expected to write a response two or three
sentences long.

List – when a question asks you to list something, this means that you are asked to briefly state
information in a list format.

Outline – when a question asks you to outline something, this means giving only the main points,
generally, you are expected to write a response a few sentences long.

Summarise – when a question asks you to summarise something, this means (like “outline”)
only giving the main points. Generally, you are expected to write a response a few sentences
long.

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BSBOPS502 Manage business operational plans Student Assessment Tasks

Questions
Provide answers to all of the questions below (students please enter your answers in blue text on
this document):

1. Explain:

 the purpose and content of an operational plan

 the role of an operational plan in achieving the organisation’s objectives

 the purpose and content of a contingency plan.

An operational plan can help you strategize and put your business ideas into practice. It sets
out the tasks that a business needs to perform to reach a certain outcome The purpose of the
Operational Plan is to provide organisation personnel with a clear picture of their tasks and
responsibilities in line with the goals and objectives contained within the strategic plan. The
role of the operational plan is to provide the organization with a clear picture of the task and
responsibilities to achieve the final goal and objective. The operational plan also contains
implementation of strategies and ideas.
Contingency plan: A contingency is anything that occurs outside the range of normal
operations that may adversely affect an organization’s ability to operate. A contingency plan
is a blueprint for how to deal with unusual events.
The purpose and content of a contingency plan is to allow an organisation to return to its daily
operations as quickly as possible after an unforeseen event.

2. Explain the difference between an operational plan modelled on the organisation as a whole
and one that has been modelled to suit a specific organisational goal or department.

The difference between an operational plan based on the entire organization and one based on
individual departments is that the operational plan will be a project for the entire company, with
all departments included. The operational plan for a small team of the team to operate their work
that had been provided to them is for them to operate their work that had been provided to them
if it has been modelled to suit a certain organisational aim or department.

3. Describe typical methods for developing an Operational Plan.

The two methods that are used to develop operational plan are first formulate strategies for an
operation and second is focus on organisational goal.

The operational plan comprises of allocation of human resources for every specific tasks so as
to focus on the operations in pursuit of organisation profitability goals. It also involves allocating

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financial resources effectively so that each operation completes itself on time and results in
profit. The operational plan helps the business to improve the outcomes of the agenda.

4. Complete the table below to describe information sources necessary to develop and present
operational plans. The first row has been completed as an example for you to follow.

Information source Description Examples (provide 1)

Colleagues/Employees Colleagues may be part of the Team member

same team, or from another
CFO – Chief Financial
team.
officer.
Manager of a different team

External consultants External consultant is someone Outsourcing consultants

that bring an element of
objectivity and neutrality into the
business continuity planning
process.

Strategic plan A strategic plan is coordinated Executives

and systematic way to develop a
course and direction for the
company.

Budgets and forecasts Budget is a financial expression Financial Departments

of a business plan, whereas
forecast is a prediction of
upcoming events or trends in
business.

Legislation and They are stakeholders in risk All employees, contractors,

regulatory authorities management process. suppliers and clients

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Information source Description Examples (provide 1)

Organisational policies Organisational policies and All employees, contractors,

and procedures procedures provide guidelines for suppliers, and clients.
decision making processes and
the way that work in an
organisation should be carried
out

5. List four ways to consult with stakeholders:

Workshops

Focus groups

Surveys

Suggestion boxes

Social Media

6. Complete the table below to describe the requirements for resources included in operational
plans:

Resource Description of the How to acquire the resource:

Type resources and 2 examples:

Physical  Furniture How do you acquire physical resources

and/or services?
 Building
 Online

 In-store

 Third party – consultant services

What does a procurement process include

(list at least four considerations)?

 Planning process

 Selection process

 Administration process

 Closing process

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Resource Description of the How to acquire the resource:

Type resources and 2 examples:

Relevant organisational policies and

procedures (at least one):

 Staff selection and recruitment

Financial

Financial  Bank loan What workplace documents provides

information about financial resources?
 Stakeholders’ capital
(describe at least one):
An income statement provides information
about financial resources. It enables the
revenue and expenses of the business if it’s
going on profit or loss

How does the budgeted and actual

finances influence profitability and
productivity of the operational plan?
Combining past trends with realistic
forecasts for the year, a budget provides a
detailed view of assets, realistic revenue
expectations, and how those balance
against your anticipated expenses.

Explain how to obtain additional finances:

 Seeking capital from shareholders

 Raising debt from bank Human

Human  Staff How do you recruit staff?

 Contractors  Review current structure

 Create a position description

 Find a potential staff

 Evaluate the application

List at least two induction strategies:

 Conduct the interview

 Hire the candidates

 Organise the training for the staff

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Resource Description of the How to acquire the resource:

Type resources and 2 examples:

Relevant organisational policies and

procedures (at least one):
Policies about what is expected of service
users (clients)

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7. Explain the purpose of key performance indicators.

A key performance indicator is a measurable value that demonstrates how effectively a company
is achieving key business objectives. Organisations use KPIs at multiple levels to evaluate their
success at reaching targets

8. List four different approaches to developing key performance indicators.

 Establish Goals and Objectives

 Establish Critical Success Factors (CSF) from the Goals and Objectives

 Establish Key Performance Indicator (KPI) from CSF

 Collect Measures

9. Explain the procedure for documenting performance, including records that should be kept.

Step 1: Set-up a records retention schedule

Step 2: Policies and Procedures

Step 3: Accessibility, Indexing, and Storage

Step 4: Compliance Auditing

Step 5: Disposal of Obsolete Records

10. Provide a definition of a PCBU and outline their key responsibilities under WHS laws.

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The WHS Act places the primary duty of care and various other duties and obligations on a
‘person conducting a business or undertaking’ (PCBU). This meaning of a PCBU is set out in
section 5 of the WHS Act.

 Provide and maintain safe plant (machinery and equipment).

 Provide and maintain safe systems of work – for example, controlling entry to high-risk
areas and providing systems to prevent falls from heights

 Ensure the safe use, handling, storage or transport of plant or substances

11. Outline the aim and scope of the Fair Work Act 2009.

The Fair Work Commission is Australia’s national workplace relations tribunal. It is an

independent body with power to carry out a range of functions including: providing a safety net of
minimum conditions, including minimum wages in awards, facilitating good faith bargaining and
making enterprise agreements.

12. Explain four procedures that a company could use to minimise risk.

 Machine accidents - protect the machines, carry out routine inspection and have a
defect reporting system

 Slips - make sure floors are in good condition

 Lifting - provide protective equipment

 Fire (gas or electric) - Ensure all systems are installed by suitably qualified contractors

13. Explain the importance of budgetary control.  

Budgetary control is the one of best technique of controlling, management and finance in
which every department's budget is made with estimated data. After this, manager
compares the estimated data with original data and fix the responsibility of employee if
variance will not be favourable.

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The importance of budgetary control is reflected from the fact that it helps the management
to efficiently track the company's performance. Such monitoring ensures that the deviation
of the company's actual performance from the budgeted one is always under the scanner
and can be rectified before it is too late.

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Assessment Task 1: Assessor Checklist

Student’s name: Ronish Pokhrel

Did the student provide a Completed

sufficient and clear answer successfully? Comments
that addresses the
suggested answer for the Yes No
following?

Question 1

Question 2

Question 3

Question 4

Question 5

Question 6

Question 7

Question 8

Question 9

Question 10

Question 11

Question 12

Question 13

Task outcome:  Satisfactory  Not satisfactory

Assessor signature:

Assessor name: Mohammed Ahsan

Date:

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Assessment Task 2: Project

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

i Assessment information
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. This
date is also set up in QIBA’s LMS

 adhere with QIBA’s submission guidelines – submit to LMS by the cut-off date and
time provided

 include your name, unit code and assessment name, in the filename of all
documents submitted to LMS. Example – “Suraj Thapa_BSBOPS502_Project
Portfolio”

 you must answer all parts of the Project Portfolio correctly and completely

 submit work which is original and, where necessary, properly referenced

 submit a completed and signed assessment cover sheet with your work

 this task should be completed on the templates provided by QIBA

 avoid sharing your answers with other students

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Activities
Complete the following activities:

1. Carefully read the following:

This project requires you to develop and manage an operational plan for one
business or work area by:

 sourcing information relevant to your work area/business and its related

operational plan.

 consulting with others to develop and approve an operational and contingency

plan.

 managing resource acquisition and performance according to organisational

policies and procedures.

 addressing underperformance.

 negotiating and approving variations to the operational 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 a 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!

Relevant policies and procedures may include:

 Recruitment, Induction and Development

 Procurement and Suppliers

 Reporting and Documenting

 Hierarchy of control/ Approval

 Any other relevant policies and procedures.

You will need to communicate with your assessor and fellow students several
times. Your communication will be with your with 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, draft 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

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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.
When using the case study, you will assume the role of sales manager and
develop an operational plan for the approved business model “develop a cloud-
based solution”.
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 an operational plan

Complete Section 1 of your Project Portfolio.

To complete Section 1, you need to:

 source information relevant to the development of an operational plan for your

work area, including stakeholders, legislative, organisational, financial and
intellectual property requirements.

 identify potential activities and resource requirements (including their financial

implications and KPIs) for the operational plan (include at least one human
resource and one physical resource).

 identify data security issues.

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 upon submission.
You will use the work done in this section of the Portfolio to consult with others and
lead teamwork to develop an operational plan in the next activity. In preparation,
read through step 4.

4. Developing an operational plan

Meet with at least two of the stakeholders you identified as part of Section 1 of your
Project Portfolio. One of the stakeholders must be a client.
Consult with stakeholders to agree on activities, resources, timeframes, KPIs and
monitoring processes.

i This meeting should take 20 minutes.

This can be viewed in person by your assessor. Your assessor can provide you
with more details at this step. Make sure you follow the instructions below 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 this meeting, you are required to demonstrate your ability to:

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 take a leadership role in the meeting

 facilitate effective group interaction

 influence the direction of the discussion

 present information using appropriate style, language, register and vocabulary

 listen to others and comprehend what they’re saying

 seek advice, feedback and support.

You will be assessed on this.

Complete Section 2 of your Project Portfolio.

To complete Section 2, you need to:
 develop and approve an operational and contingency plan.

 document resource requirements.

i Approval can be sought in any way as long as you adhere to any organisational
communication and approval requirements.

Approval may for example be:

 question and answer session (each stakeholder has a copy of the operational
plan)

 executive team meeting

 email requesting approval

 updated project schedule

Explain your operational plan to relevant work team(s). Meet with at least one
stakeholder who is a co-worker (Class mate) and part of a team who will be
responsible for an activity in the operational plan.

i This meeting should take approximately 10-20 minutes.

This can be viewed in person by your assessor. Your assessor can provide you
with more details at this step. Make sure you follow the instructions below 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 this meeting, you are required to demonstrate your ability to:

 take a leadership role in the meeting

 present information using appropriate style, language, register and vocabulary

You will be assessed on this.

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

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Portfolio and make sure you attach these upon submission.

5. Managing operational performance

i Assume a period of time has passed.

If you are basing this on the case study, assume:

 invoices show that the advertising consultant has spent more than what was
budgeted for.

 a project schedule shows the advertising consultant is still delivering within

agreed timeframes.

Complete Section 3 of your Project Portfolio.

To complete Section 3, you need to:

 confirm resources were acquired following organisational policy, practices and

procedures.

 incorporate intellectual property rights and responsibilities (e.g. via memo to

staff).

 plan and implement the monitoring and documentation of the performance for
one activity.

 assess the progress performance of the activity (using relevant data).

 address the underperformance of a human or physical resource (at least one

resource) and confirm support.

Meet with relevant stakeholders to discuss underperformance and negotiate

variations to the operational plan. Meet with at least one of the stakeholders you
identified as part of Section 1 of your Project Portfolio who is associated with the
underperformance.
Negotiate with stakeholder(s) to:

 establish reasons and solutions for underperformance.

 negotiate variations to the operational plan required due to the

underperformance.

 establish support requirements.

i This meeting and negotiation should take approximately 10 minutes. Your

classmates or your assessor may play the role of one or more team members.

This can be viewed in person by your assessor. Your assessor can provide you
with more details at this step. Make sure you follow the instructions below 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 3 of your Project Portfolio.
As part of this meeting, you are required to demonstrate your ability to:

 take a leadership role in the meeting

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 facilitate effective group interaction

 influence the direction of the discussion

 present information using appropriate style, language, register and vocabulary

 listen to others and comprehend what they’re saying.

You will be assessed on this.

Make sure you have answered all questions in Section 3.

You are also required to attach certain documents as part of your evidence –
review the documents you need to attach as outlined in Section 3 of the Project
Portfolio and make sure you attach these upon submission.

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, to QIBA’s LMS.

Use the appropriate naming protocol for each assessment piece.

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Assessment Task 2: Observation and Performance

Criteria Assessor Checklist.

Student’s name: Ronish Pokhrel

Completed
successfully? Comments

Did the student: Yes No

Plan for an operational plan by:

 Outlining their role and its

contribution to broader
organisational objectives.

 Sourcing information regarding:

o stakeholders

o relevant legislation

o relevant organisational policies

and procedures
o financial situation.

 Researching and analysing

potential physical and human
resource requirements and
alternatives (including IP
requirements, rights and
responsibilities.

 Showing mathematical calculations

and reasoning related to budget
and/or KPI requirements.

 Identifying data security

requirements or issues related to
potential activities.

Develop an operational plan by:

 meeting with relevant stakeholders

to collaborate with stakeholders to
agree on the contents of an
operational plan.

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 developing an operational plan

according to organisational
requirements including:
o two objectives

o three activities per objective

o person responsible for

completion of activity
o timeline requirements

o resources required (both

physical and human)
o KPIs

o budget for the activity.

 Developing a contingency plan for

each activity on the operational
plan, including:
o potential risks

o planned response to the risk.

 Approving their operational plan.

 Documenting resource
requirements.

 Explaining the approved operational

plan to team members via oral
communication.

Manage operational performance by:

 confirming human resource

acquisition processes

 confirming physical resource

acquisition processes

 incorporating intellectual property

requirements in the execution of
activities

 plan and implement monitoring

processes for one activity and its
related KPI

 assess the progress of one activity

to achieve profit/productivity and

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document performance

 negotiate variations to the

operational plan with relevant
stakeholders

 address underperformance and

confirm support for the resource.

Demonstrate effective oral

communication skills, including:

 take a leadership role in the

meeting

 facilitate effective group interaction

 influence the direction of the

discussion

 present information using

appropriate style, language, register
and vocabulary

 listen to others and comprehend

what they’re saying

 seek advice, feedback and support.

Task outcome:  Satisfactory  Not satisfactory

Assessor signature:

Assessor name: Mohammed Ahsan

Date:

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Final results record

Student name: Ronish Pokhrel

Assessor name: Mohammed Ahsan

Date

Final assessment results

Result

Task Type Satisfactory Unsatisfactory Did not submit

Assessment Task 1 Knowledge questions S U DNS

Assessment Task 2 Project S U DNS

Overall unit results C NYC

Overall Feedback

 My performance in this unit has been discussed and explained to me.

 I would like to appeal this assessment decision.

Student signature: RonishPokhrel_____________________________ Date: _________________

 I hereby certify that this student has been assessed by me and that the assessment has been
carried out according to the required assessment procedures.

Assessor signature: _______________________________________ Date: _________________

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