This document provides guidance on developing and reviewing an operational plan. It outlines tasks for creating a meeting plan, assigning duties to employees, and monitoring performance. Key points include developing KPIs, tracking progress, reviewing results regularly, and identifying areas for improvement. A report on the operational plan should evaluate its effectiveness, financial outcomes, underperforming areas, and recommendations to address gaps.
3. Class Activity 1 – Assessment 2
Develop Meeting plan
Following Operational Plan from Week 1 you
are to make a meeting plan.
Points to be covered in the meeting plan:
Who?
When?
Where?
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4. Class Activity 1 – Assessment 2
Develop Meeting plan
Assign duties, responsibilities and KPI’s to
two employees from different departments
from the Operational plan.
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5. Meeting Plan – Assessment 2 Task 1
Meeting Requested By:
Meeting Date:
Meeting Location:
Attendees:
Reason for Meeting:
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6. Assessment 2 – Task 2
Following your Operational Plan, prepare a
document for two different employees containing
following information:
1. Their duties and responsibilities
2. The performance standards expected out of
them (KPI’s)
3. Timeline
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7. Assessment 2 – Task 2
4. What resources will be provided
5. Budget
6. Intellectual property policy
7. Resources policy
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8. Effective ways to identify areas of
underperformance in an Operational plan
Track, measure and report your results for
continuous improvement and identify areas of
underperformance.
Effective monitoring, review and evaluation provide
information on emerging issues, improve
performance and ensure accountability.
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9. Elements of effective monitoring, review and
evaluation
Involve stakeholders: All relevant stakeholders
need to be engaged for monitoring, review and
evaluation activities to be successful.
Clearly communicating the benefits of activities
and providing the necessary support creates
opportunity for willing participation and
ownership. An open process that allows
stakeholders access to information increases
credibility.
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10. Elements of effective monitoring, review and
evaluation
Monitor progress:
Delivers timely and relevant information that allows you
to track progress towards outcomes and make
adjustments to implementation arrangements as
necessary.
Track progress in a deliberate and systematic manner
at regular intervals during implementation.
Implementation planning must define the data to be
collected and the method used for monitoring.
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11. Elements of effective monitoring, review and
evaluation
Review regularly:
Reviews as part of your planning process will help assess
progress of implementation at critical milestones or in
response to specific issues.
Reviews tend to focus on operational issues, effectiveness
of governance and project management structures, and
may also include policy outcomes.
Findings and recommendations from reviews should be
used to improve implementation.
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12. Elements of effective monitoring, review and
evaluation
Evaluate the outcomes
Evaluation should identify and map information as
well as ensure that ongoing access to consistent
data sources will be available through monitoring
over the life of the initiative.
Data can be quantitative (hard or numerical data) or
qualitative (soft or categorical).
Effective evaluation is the result of a planning
process over the life of the initiative.
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13. Gap Analysis
Where you are?
Where do you want to be?
The gap or the difference between these two is
where the improvements need to be made.
Actions need to be taken to address the gap in the
performance of the system.
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14. What is a Report
An account given of a particular matter, especially
in the form of an official document, after thorough
investigation or consideration by an appointed
person or body.
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15. Purpose of Reports
The Purpose of Reports. Reports communicate
information which has been compiled as a result of
research and analysis of data and of issues.
Reports can cover a wide range of topics, but
usually focus on transmitting information with a
clear purpose, to a specific audience.
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16. Class Activity 2 – Assessment 3
Review your Operational Plan from Assessment 1
and gather information on the following:
Effectiveness of the implemented plan
Achievement of KPI’s
Profitability and productivity outcomes
Implementation outcomes
Areas of underperformance
Reasons for underperformance
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17. Things that can go wrong in an Operational Plan
Financial outcome: over budget or under budget
Unavailability of resources: staffing and equipment
Inadequate resources
Supply issues
Inadequate training
Technology
Market demand
Organisational structures
Government or legal
Safety issues
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19. Class Activity 2 – Assessment 3
Provide a detailed written report with the
following information:
1. Effectiveness of the implemented plan.
2. Review the financial outcome of each
strategy.
3. Outline areas of underperformance.
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20. Class Activity 2 – Assessment 3
4. Recommendations for improvements
5. Amended version of your plan with
changes highlighted
6. Outline in detail how the changes will be
implemented
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