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.

1. BSBMGT517 Manage Operational
Plan

2. Objectives
Develop operational plan
Plan and manage resource acquisition
Monitor and review operational
performance
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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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