Assessment Task1 –  Written Questions

Task Summary

Answer all of the written questions below.

What you will need

Paper and pens

When and where do I need to do this?

This assessment task will be completed in the classroom. Write in the date as advised by your assessor:

What do I have to submit?

You will need to provide correct answers to all questions. Write down your answers with the question number clearly indicated.

What if I get something wrong?

If your assessor sees that you did not provide a satisfactory answer, they will ask you to redo the question.

Instructions

Provide answers to all of the questions below:

1. Briefly define the purpose of an Operational Plan and its relationship to the strategic planning process.

1. Briefly describe the difference between a Strategic Plan and an Operational Plan.

1. Briefly outline the information that is usually included in an Operational Plan.

1. Briefly define the purpose of a budget.

1. What are the benefits of having a business budget?

1. What is budget variance?

1. Discuss the steps in the budgeting process.

1. Briefly define key performance indicators.

1. What does SMART stand for in relation to objectives.

1. Discuss four approaches to developing key performance indicators.

1. Discuss the concept of a balanced scorecard.

1. What is intellectual property?

1. List the key points that need to be considered in relation to incorporating intellectual property

1. In at least two sentences, discuss the aim and scope of the Fair Work Act 2009?

Assessment Task2: Develop operational plan project

There are two parts to this project.

Part A: In this role play you are required in the role of the Operations and Finance Manager for King Edward VII College to participate in a meeting with the CEO (role-played by your assessor) to discuss the requirements for the development of an Operational Plan in relation to the establishment of two new campuses.

Part B: You are required to conduct detailed research into the resource requirements for the operational plan and to use your research, as well as the feedback from your CEO to develop a draft operational plan.

Part A: Role-play: Meet with the CEO

Task summary

For this part of the task, you will need to meet with the CEO to discuss information to inform the development of the operational plan.

What you will need

King Edward VII College Strategic Business Plan

Role-play CEO Space for a meeting

Where and when do I need to do this?

Part 1 of the assessment task will be completed in the classroom as part of the simulated work environment.

Write in the date for this assessment as advised by your assessor

What do I have to submit?

Email with summary of meeting outcomes

What if I get something wrong? 


If your assessor sees that you did not complete the role-play task satisfactorily, they will ask you to redo the task.

Instructions

King Edward VII College has been operating for 5 years. The College is based in Melbourne CBD and offers a range of courses in management, marketing, human resources and international business and currently has around has around 500 students enrolled across all of its courses. Courses are offered at all levels from Certificate II to Graduate Diploma. The College is very popular due to its competitive pricing structure, innovative teaching methods and state of the art facilities.

The College currently employs 24 staff members that include the CEO, a Marketing Manager and Marketing Assistant, Human Resources Manager, Operations and Finance Manager, Administration Manager, Office Assistant, Receptionist, Academic Manager, Student Services Officer and approximately 14 trainers.

Due to the success of the College, the College plans to establish two additional campuses, one in Brisbane and one in Sydney. The plan is for the Brisbane campus to commence operating in January 2016 and Sydney in April 2016. With regard to staffing at each campus, it is anticipated that initially each campus will require a receptionist, student services officer and 4 trainers. The receptionist and student services officer positions will be permanent, full-time staff and the 4 trainers will be contract staff.

Existing staff at the Melbourne campus will complete all other staff functions until such time as student numbers increase substantially. It is anticipated that maximum student numbers at the new campuses will be up to 50 students per campus in the first 12 months of operations.

The addition of the two new campuses is to meet the College’s strategic objective to be well, led,

high performing, profitable and accountable.

Complete the following activities:

1. Review the case study information provided to you.

1. Thoroughly review the Strategic Plan for the College.

1. Participate in a meeting with the CEO (role-played by your assessor).   The CEO will discuss the following information with you:

o  Campus requirements, including location and number of students that the campus must accommodate

o  Budget for rent, fit out and equipment

o  Timelines

o  Constraints, including required approval for campuses

o  Marketing requirements

o  Staffing requirements

4. D ring the meeting, you will need to demonstrate effective communication skills including: ··· Asking questions to identify required informationResponding to questions as requiredUsing active listening techniques to confirm information

1. Following the meeting, write up your notes and send a summary of the meeting to the CEO (your assessor).   Your email should include confirmation of the requirements discussed at the meeting including:

• Campus requirements,  including  location  and  number  of  students  that  the  campus  must accommodate
• Budget for rent, fit out and equipment
• Timelines
• Constraints, including required approval for campuses
• Marketing requirements
• Staffing requirements

Part B: Develop Operational Plan

Task summary

For this part of the task, you will need to develop an Operational Plan for submission to your CEO and other

Senior Managers for feedback and approval.

What you will need

Computer and Microsoft Office

Access to the internet for research

King Edward VII College Strategic Business Plan

Risk mangement plan template

Where and when do I need to do this?

Part B of the assessment task will be completed in the classroom as part of the simulated work environment.

Write in the date for this assessment as advised by your assessor

What do I have to submit?

Covering email:

• The purpose of the Operational Plan
• An invitation to provide comment on the Operational Plan.

Completed Operational Plan (attached to email) Completed Risk Management Plan (attached to email)

What if I get something wrong? 


If your assessor sees that you did not complete this task satisfactorily, they will ask you to redo the task.

Instructions

1. Write all documents in clear and concise English.

1. Based on the information provided to you at the meeting, research and analyse resource requirements and develop an Operational Plan using the template provided by your assessor. You must complete all sections of the plan, including the performance indicators. Performance indicators will mostly relate to budgets and required timelines.

1. You are also required to complete a risk management plan (your assessor will provide you with a template) that identifies all the risks associated with the implementation of the Operational Plan. You must identify at least three potential risks.

1. When you have completed your plan, you should send a covering email with the Operational Plan attached to the CEO and Senior Managers (this will be your assessor).  The covering email must identify the purpose of the plan and that feedback is required.

1. Your assessor will send you an email providing feedback on your Operational Plan. You must incorporate the feedback provided by your assessor and resend your revised plan to the assessor.

Assessment Task3: Manage acquisition of resources

There are two parts to this project.

Part A: This part of the assessment task requires you to implement the operational plan by organising human resources requirements in accordance with organisational policy and procedures.

Part B: This part of the assessment task requires you to implement the operational plan by organising equipment requirements in accordance with organisational policy and procedures.

Part A: Organised human resources requirements

Task summary

For this part of the task, you will need to liaise with the Human Resources Manager to organise staffing requirements.

What you will need

Computer and Microsoft Office Access to the internet for research Own Operational Plan

King Edward VII Recruitment and Selection Policy

Where and when do I need to do this?

Part A of the assessment task will be completed in the classroom as part of the simulated work environment.

Write in the date for this assessment as advised by your assessor

What do I have to submit?

Emails to CEO and human resources manager regarding recruitment of staff

What if I get something wrong? 


If your assessor sees that you did not complete this task satisfactorily, they will ask you to redo the task.

Instructions:

Complete the following activities.

1. Review the King Edward VII College Recruitment and Selection Policy.

1. Send the required emails to ensure that the required staff are recruited as follows:

• Request for approval of the positions required for the expansion as per the scenario information.
• Details including timelines for recruitment, the location of the positions and whether the College’s name should be included in the recruitment advertisement.

Part B: Organise equipment requirements

Task summary

For this part of the task, you will need to organise the required equipment is organised for the new campuses.

What you will need

Computer and Microsoft Office Access to the internet for research Own Operational Plan

King Edward VII Purchasing Policy

Equipment list

Where and when do I need to do this?

Part B of the assessment task will be completed in the classroom as part of the simulated work environment.

Write in the date for this assessment as advised by your assessor

What do I have to submit?

• Emails to CEO and human resources manager regarding recruitment of staff

• Email to administration staff regarding purchasing

What if I get something wrong? 


If your assessor sees that you did not complete this task satisfactorily, they will ask you to redo the task.

Instructions

Complete the following activities.

1. Review the King Edward VII College Purchasing Policy.

1. Imagine that you have recently developed this purchasing policy due to the expansion of the College. In order to ensure the administration team procure the equipment required for the new campuses, send an email to the administration team outlining:

• The purpose  of  the  purchasing  policy  and  the  need  to  ensure  that  all  purchases  are  made accordingly. You should summarise the key messages of the policy as per the purchasing principles.

• The required information for purchase of equipment for new campuses as follows:

o  Description of equipment requirement and number and type to be made as per existing campus (see list provided by your assessor).

o  Required timelines for the purchase of the equipment.

o  Requirement to receive and approve quotes as per purchasing policy – you should ensure

you clearly refer to the procedure required as relevant to the budget for the equipment.

Assessment Task4: Operational planning monitoring and review project

Task summary

This assessment task requires you to monitor and review the operational performance for King Edward VII College and provide a report to the CEO.

What do I need?

Computer and Microsoft Office Access to the internet for research Operational Plan

Profit and Loss Account

Access to hints and tips for improving resource efficiency in your business

Where and when do I need to do this?

This assessment task will be completed in the classroom as part of the simulated work environment.

Write in the date for this assessment as advised by your assessor

What do I have to submit?

• Operational Performance Report of approximately 1 page.
• Email to staff regarding resource use

What if I get something wrong? 


If your assessor sees that you did not complete this task satisfactorily, they will ask you to redo the task.

Instructions

You are reviewing the company’s performance for the two new sites for six months from July to December 2016.

You will be provided with a profit and loss account for review, which you will be required to analyse and provide a report to the CEO outlining performance in relation to the budget.

You have also been asked to review costs associated with electricity, office supplies and water as a means of assessing the company’s use of resources.

Based on the performance of the company, you will also be required to seek a variation to the Operational Plan to recruit two new Academic Managers, one for each campus. This is because of the higher than expected student numbers and thus the lack of time of the existing Academic Manager to manage all three campuses.

Complete the following activities:

1. Analyse the information provided in the interim profit and loss account including:

• Calculation of net profit or loss for each campus
• Calculation of variances between actuals and budgeted expenses – noting that variances of up to and including10% are acceptable and do not need to be reported on.

1. Based on your analysis of the profit and loss account, develop a short report to send to the CEO that:
2. Outlines financial performance based on the figures in the profit and loss account b.       Identifies variances higher than 10%
3. c. Compare the performance of each campus
4. Recommends solutions in relation to expenditure items where variances are higher than 10%
5. Seeks a variance to the original operational plan due to the large number of enrolments to recruit two new Academic Managers, one for each campus.

1. Based on your review of the expenditure on energy usage as documented in the profit and loss account, develop and send a memo to all staff with regard to effective and economical use of resources. The purpose of the memo is to coach staff in using resources wisely and so you should include at least 10 simple actions that all staff can follow to conserve energy. You may us the following publication to identify suitable ideas.

1. The final part of this assessment task requires you to organise all of the all the documents that you have developed for Assessment Tasks 2, 3 and this one and create logical folders. Provide a screen shot of each folder and its contents to your assessor via email.

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