Choose one area of your workplace or training organisation and develop an operational plan for one aspect of its operation. The operational plan can be developed to complement projects and activities completed for assessment tasks in other units of competency.
Discuss your operational plan topic with your assessor prior to commencing the project.
Here are some examples.
Plan and run an event, conference, convention, major function or other one-off occasion.
Implement new or upgrade existing computer hardware or software, for example, a POS, purchasing, stock control, accounting, database, reservation/booking, ordering system.
Update policies and procedures and implement changes for a specific section/department/ area of the business, for example, WHS, recruitment, training, workplace procedures, customer service.
Renovation or refurbishment of a specific area within the business.
Expansion of the business, for example, increasing floor space, opening a new outlet.
Develop and implement a marketing campaign.
Implement a sales plan to achieve specific goals such as increasing sales, revenue, stock turnover.
Research and introduce new products and/or services.
Introduction of new physical resources.
You will be providing evidence of the following for your chosen operational plan topic:
Detail the processes used to determine resource requirements of the operational plan include evidence of alignment to the strategic long term goals. Detail the purpose and benefits of the operational plan to the organisation.
What research was conducted into sourcing resources, available options and methods of acquisition suitable for the plan. Please include both physical resources e.g. stock/ingredients & human resources e.g. training
Development of budgets and other financial documents or plans e.g. operational budget, cash flow budget
Demonstrate appropriate consultation processes with stakeholders both internal & external have taken place to research, analyse & document resource requirements. This can be via recorded calls, emails, meeting minutes, Skype, Collaborate sessions within the learning portal
Demonstrate appropriate consultation processes with stakeholders both internal & external have taken place during the planning process
Detail the Approval processes for the operational plan via signatures, stamps & presentation of the operational plan to managers
Identify and include examples of Workplace and organisational policies and procedures which impact the development or implementation of the operational plan, for example, resource purchasing, recruitment and training, budget development, expenditure approval policies and procedure.