BSBMGT517 Manage operational plan Part C– Project: Managing an operational plan at work Purpose - You will demonstrate your skills and knowledge by completing a project in your workplace. Task overview and instructions to the candidate- Using a proposed operational activity or business plan item from your workplace, complete these tasks. 1. Undertake some research to determine the resources that will be required to manage and implement this item as an operational plan. Your research should be presented as a report and based around a series of research questions that need to be addressed in order to set up the operational plan. Your report on this item should list each of your research questions, your sources and your findings. It is important that your questions address relevant items in your organisation’s mission statement and its business plan objectives. 2. Convert your research and analysis into a detailed operational plan. 3. Prepare a detailed consultation plan that will outline the processes and people who will need to be consulted for this operational plan. 4. Establish a set of key performance indicators (KPIs) that will assist in monitoring the implementation of the operational plan. 5. Prepare contingency plans for three possible risks that could occur during the implementation of the operational plan. 6. Prepare a briefing document on the operational plan to present to senior managers. The briefing document should contain the following: •Recommendations of preferred options with supporting arguments •Reference to the sources of specialist advice that contributed to these recommendations •Recommendations of processes to use in the operational plan that align with other policies and procedures of your organisation 7.Prepare a short briefing document that outlines the intellectual property issues that may be associated with the implementation of the operational plan. 8. Prepare a briefing document for work teams that explains your operational plan and outlines how it will be implemented in the set time line. The briefing document also needs to: •outline the aspects of the operational plan that will need to be implemented for a specific work group •if applicable, include a strategy to utilise existing staff once the operational plan has been implemented •contain a WHS risk assessment and legislative review of the issues associated with implementing the operational plan 9. Use the KPIs developed in task 4 to develop a monitoring process for the implementation of the operational plan. The monitoring process should include the following: •A breakdown of the overall plan into tasks •Time lines and responsibilities assigned for each task •A budget allocation to appropriate tasks •A mechanism to quantitatively analyse the level of completion of each task 10. Prepare a budget for the operational plan. 11. Use the monitoring process from task 9 to prepare a review of the operational plan’s implementation progress at a particular point of time. Thi ...

1. BSBMGT517 Manage operational plan
Part C– Project: Managing an operational plan at work
Purpose - You will demonstrate your skills and knowledge by
completing a project in your workplace.
Task overview and instructions to the candidate-
Using a proposed operational activity or business plan item
from your workplace, complete these tasks.
1. Undertake some research to determine the resources that will
be required to manage and implement this item as an operational
plan. Your research should be presented as a report and based
around a series of research questions that need to be addressed
in order to set up the operational plan. Your report on this item
should list each of your research questions, your sources and
your findings. It is important that your questions address
relevant items in your organisation’s mission statement and its
business plan objectives.
2. Convert your research and analysis into a detailed operational
plan.
3. Prepare a detailed consultation plan that will outline the
processes and people who will need to be consulted for this
operational plan.
4. Establish a set of key performance indicators (KPIs) that will
assist in monitoring the implementation of the operational plan.
5. Prepare contingency plans for three possible risks that could
occur during the implementation of the operational plan.
6. Prepare a briefing document on the operational plan to
present to senior managers. The briefing document should
contain the following: •Recommendations of preferred options
with supporting arguments •Reference to the sources of
specialist advice that contributed to these recommendations
•Recommendations of processes to use in the operational plan
that align with other policies and procedures of your
organisation
7.Prepare a short briefing document that outlines the intellectual

2. property issues that may be associated with the implementation
of the operational plan.
8. Prepare a briefing document for work teams that explains
your operational plan and outlines how it will be implemented
in the set time line. The briefing document also needs to:
•outline the aspects of the operational plan that will need to be
implemented for a specific work group •if applicable, include a
strategy to utilise existing staff once the operational plan has
been implemented •contain a WHS risk assessment and
legislative review of the issues associated with implementing
the operational plan
9. Use the KPIs developed in task 4 to develop a monitoring
process for the implementation of the operational plan. The
monitoring process should include the following: •A breakdown
of the overall plan into tasks •Time lines and responsibilities
assigned for each task •A budget allocation to appropriate tasks
•A mechanism to quantitatively analyse the level of completion
of each task
10. Prepare a budget for the operational plan.
11. Use the monitoring process from task 9 to prepare a review
of the operational plan’s implementation progress at a particular
point of time. This report should cover the following items:
•Analysis and interpretation of budgeted and actual financial
information •Identified areas of under-performance
•Recommendations for variations to the operational plan
12. Select one aspect of the operational plan where training,
coaching and mentoring are relevant, such as new skill
development. Using this scenario, prepare a detailed operational
plan that focuses on external training and internal coaching and
mentoring of staff. The new operational plan should include the
following: •KPIs for monitoring the plan’s implementation
progress and outcomes •A breakdown of the overall plan into
tasks •Time lines and responsibilities assigned for each task •A
budget allocation to appropriate tasks •A mechanism to
quantitatively analyse the level of completion of each task •A
process to evaluate the outcomes of the plan •A risk analysis of

3. factors that could prevent the successful implementation of the
plan
13. Imagine that, in your organisation, past records associated
with the management of operational plans appear to be very
difficult to find. A few questions to other managers have
indicated that many of the files are still held by the relevant
operational managers. Access the organisation’s information
management policy and information management procedures
and prepare a one-page guideline that will assist operational
managers in managing and storing this information in
accordance with policy and procedures.
14. Develop an implementation strategy for managers to use to
ensure they follow organisational policies in the recruitment
and induction of staff. Refer to your organisation’s human
resource management policies if necessary.
Task overview and instructions to the candidate
The final documents you submit for assessment will be assessed
using the project criteria provided. All project criteria outlined
must be covered satisfactorily for Part C to be completed
satisfactorily.
Resources required
The following materials are required for this project to be
completed: •A workplace or work placement •Computer/office
equipment •Relevant legislation and regulations •Relevant
workplace documentation and resources
Assessment conditions
Assessment must be conducted in a safe environment where
evidence gathered demonstrates consistent performance of
typical activities experienced in the management and leadership
field of work and include access to: •relevant legislation and
regulations •workplace documentation and resources •case
studies and, where possible, real situations •interaction with
others. Assessors must satisfy NVR/AQTF assessor
requirements.
Reasonable adjustment
If you are unable to undertake the project assessment as

4. designed, a further scenario/project may be used as an
alternative approach if negotiated with your assessor.
BSBLDR502 Lead and manage effective workplace relationships
Part C – Project: Leading and managing effective workplace
relationships at work
Purpose
You will demonstrate your skills and knowledge by completing
a project in your workplace.
Task overview and instructions to the candidate
In this project, you will illustrate how you have lead and
managed effective workplace relationships. Respond to these
tasks in the context of your workplace.
You are required to demonstrate your skills and knowledge to
manage ideas and information, establish systems to develop
trust and confidence, and manage difficulties to achieve positive
outcomes.
Imagine that, as a team leader in your organisation, you receive
an email from your manager or human resources department,
notifying you that one of your team members has made a
complaint, claiming he is experiencing age discrimination from
other team members. It is your responsibility to manage this
issue within your team.
Access and read your organisation’s policies and procedures
relating to anti-discrimination, equal opportunity and conflict
resolution.
Respond to each of the tasks. Tasks 1 to 4 should be submitted
in a single word-processed document.
1. Summarise in dot-points the key issues relating to the
situation and describe how they may relate to/impact on the
affected team member’s work responsibilities.
2. Plan and list the steps you will take to manage the affected
team member’s complaint promptly and describe how these
comply with your organisation’s policies and procedures.

5. 3. Describe how you would ensure that consultation processes
would provide opportunities for the affected team member (and
any other relevant staff members) to contribute to the issue in
an appropriate manner.
4. Describe how you will provide feedback to the affected team
member and other staff on the outcomes of the consultation
process.
5. Develop an issue management process to ensure that the
issues that have been raised would be resolved promptly and/or
referred to relevant personnel. Compile the information into a
word-processed document using the following as a guide:
•Symptoms – early warning signs of the issue
•Facts – identify the problem by gathering the facts,
determining who is involved, talking to relevant people and
establishing causes
•Analysis – evaluate the extent of the issue, determine the
potential implications, consider the interests of all those
affected and ensure adherence to your organisational equal
opportunity policy, conflict resolution procedures and
legislative requirements
•Options for resolution – define and evaluate options for
resolution in consultation with relevant personnel and determine
the best course of action
•Action plan – develop a plan of action, implementing the
solutions within your organisation’s processes, and follow-up to
ensure implementation
•Monitor outcomes – describe the process to monitor outcomes
of the action plan, including ongoing support, counselling or
guidance to assist co-workers in resolving their work difficulties
6. Prepare a report that describes how you display professional
leadership behaviour through your own conduct. Include:
•ways you could or do gain and maintain the trust and
confidence of colleagues and external contacts
•methods you use or could use to adjust your own interpersonal
communication style to meet your organisation’s cultural
diversity and ethical environment

6. •techniques you use or could use to guide and support team
members in their own personal adjustment process.
The final documents you submit for assessment will be assessed
using the project criteria provided. All project criteria outlined
must be covered satisfactorily for Part C to be completed
satisfactorily. Resources required
The following materials are required for this project to be
completed:
•A workplace or work placement
•Organisational equal opportunity policy
•Organisational conflict resolution procedures
•Computer/office equipment
Assessment conditions
Assessment must be conducted in a safe environment where
evidence gathered demonstrates consistent performance of
typical activities experienced in the management and leadership
field of work and include access to:
•relevant legislation, regulations, standards and codes
•relevant workplace documentation and resources
•case studies, and where possible, real situations
•interaction with others.
Assessors must satisfy NVR/AQTF assessor requirements.
Reasonable adjustment
If you are unable to undertake the project assessment as
designed, a further scenario/project may be used as an
alternative approach if negotiated with your assessor.
BSBWOR502 Lead and manage team effectiveness
Part C– Project: Leading and managing team effectiveness at
work
Purpose
You will demonstrate your skills and knowledge by completing
a project in your workplace.
Task overview and instructions to the candidate

7. Access and read your organisation’s policies, procedures, forms
and templates relating to the operational plan.
Complete these tasks in the context of your role as a workplace
team manager and collate all of your responses into a single
document.
1. Prepare a briefing document that outlines your understanding
of the team purpose, roles, responsibilities and accountabilities
in accordance with organisational goals, plans and objectives.
This document should be appropriate to distribute to team
members as a consultation process to establish a common
understanding.
Prepare a performance plan to establish the expected outcomes,
outputs, key performance indicators (KPIs) and goals for the
work team.
2. Outline what strategies you will use to support team members
in meeting expected performance outcomes. These strategies
should address any formal and informal learning requirements.
3. Outline the strategies you will use to ensure team members
have an input into the planning, decision-making and
operational aspects of their work.
4. Outline the strategies you will use to encourage team
members to participate in and to take responsibility for team
activities, including communication processes.
5. Prepare a draft policy and set of procedures that would
outline how the organisation supports or implements processes
to develop and facilitate team cohesion, or to allow team
members to take responsibility for their own work or to assist
others to perform required roles and responsibilities. It may be
relevant to utilise information that has already been documented
in answering questions 1–5 above.
6. Outline what leadership techniques and strategies you would
use to provide feedback and encourage, value and reward
members of your team.
7.Outline the process that you would use to ensure that issues,
concerns and problems identified by team members are
recognised and addressed.

8. 8. Outline how you will ensure your own contribution to the
work team serves as a role model for others and enhances the
organisation’s image for all stakeholders.
9. Outline how you will facilitate communication processes with
each of your team’s stakeholder groups.
10. Outline how you will facilitate a two-way flow of
information on team performance issues between your team and
senior management.
The final documents you submit for assessment will be assessed
using the project criteria provided.
All project criteria outlined must be covered satisfactorily for
Part C to be completed satisfactorily.
Resources required
The following materials are required for this project to be
completed:
•Workplace documents
•Organisation policies and procedures
•Computer and office software
Assessment conditions
Assessment must be conducted in a safe environment where
evidence gathered demonstrates consistent performance of
typical activities experienced in the industry capability -
workplace effectiveness field of work and include access to:
•workplace documents
•case studies and, where possible, real situations
•office equipment and resources
•interaction with others.
Assessors must satisfy NVR/AQTF assessor requirements
Reasonable adjustment
If you are unable to undertake the project assessment as
designed, a further scenario/project may be used as an
alternative approach if negotiated with your assessor.