Assessor Resource

BSBMGT402
Implement operational plan

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the skills and knowledge required to implement the operational plan by monitoring and adjusting operational performance, planning and acquiring resources and providing reports on performance as required.

It applies to individuals who plan activities to achieve the measurable, stated objectives of the team and the organisation. At this level work will normally be carried out within routine and non-routine methods and procedures which require planning, evaluation, leadership and guidance of others.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Implement operational plan

1.1 Collate, analyse and organise details of resource requirements in consultation with relevant personnel, colleagues and specialist resource managers

1.2 Implement operational plans to contribute to the achievement of organisation’s performance/business plan

1.3 Identify and use key performance indicators (KPIs) to monitor operational performance

1.4 Manage contingencies by adjusting the implementation of the operational plan in consultation with others

1.5 Provide assistance in the development and presentation of proposals for resource requirements in line with operational planning processes

2. Implement resource acquisition

2.1 Recruit and induct employees within organisation’s policies, practices and procedures

2.2 Implement plans for acquisition of physical resources and services within organisation’s policies, practices and procedures and in consultation with relevant personnel

3. Monitor operational performance

3.1 Monitor performance systems and processes to assess progress in achieving profit/productivity plans and targets

3.2 Analyse and use budget and actual financial information to monitor profit/productivity performance

3.3 Identify unsatisfactory performance and take prompt action to rectify the situation according to organisational policies

3.4 Provide mentoring, coaching and supervision to support individuals and teams to use resources effectively, economically and safely

3.5 Present recommendations for variation to operational plans to the designated persons/groups and gain approval

3.6 Implement systems, procedures and records associated with performance in accordance with organisation’s requirements


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Implement operational plan

1.1 Collate, analyse and organise details of resource requirements in consultation with relevant personnel, colleagues and specialist resource managers

1.2 Implement operational plans to contribute to the achievement of organisation’s performance/business plan

1.3 Identify and use key performance indicators (KPIs) to monitor operational performance

1.4 Manage contingencies by adjusting the implementation of the operational plan in consultation with others

1.5 Provide assistance in the development and presentation of proposals for resource requirements in line with operational planning processes

2. Implement resource acquisition

2.1 Recruit and induct employees within organisation’s policies, practices and procedures

2.2 Implement plans for acquisition of physical resources and services within organisation’s policies, practices and procedures and in consultation with relevant personnel

3. Monitor operational performance

3.1 Monitor performance systems and processes to assess progress in achieving profit/productivity plans and targets

3.2 Analyse and use budget and actual financial information to monitor profit/productivity performance

3.3 Identify unsatisfactory performance and take prompt action to rectify the situation according to organisational policies

3.4 Provide mentoring, coaching and supervision to support individuals and teams to use resources effectively, economically and safely

3.5 Present recommendations for variation to operational plans to the designated persons/groups and gain approval

3.6 Implement systems, procedures and records associated with performance in accordance with organisation’s requirements

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Collate, analyse and organise details of resource requirements in consultation with relevant personnel, colleagues and specialist resource managers 
Implement operational plans to contribute to the achievement of organisation’s performance/business plan 
Identify and use key performance indicators (KPIs) to monitor operational performance 
Manage contingencies by adjusting the implementation of the operational plan in consultation with others 
Provide assistance in the development and presentation of proposals for resource requirements in line with operational planning processes 
Recruit and induct employees within organisation’s policies, practices and procedures 
Implement plans for acquisition of physical resources and services within organisation’s policies, practices and procedures and in consultation with relevant personnel 
Monitor performance systems and processes to assess progress in achieving profit/productivity plans and targets 
Analyse and use budget and actual financial information to monitor profit/productivity performance 
Identify unsatisfactory performance and take prompt action to rectify the situation according to organisational policies 
Provide mentoring, coaching and supervision to support individuals and teams to use resources effectively, economically and safely 
Present recommendations for variation to operational plans to the designated persons/groups and gain approval 
Implement systems, procedures and records associated with performance in accordance with organisation’s requirements 

Forms

Assessment Cover Sheet

BSBMGT402 - Implement operational plan
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

BSBMGT402 - Implement operational plan

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: