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Assessment Submission Format Qualification & Unit Details Unit Title Develop and implement business plans Unit Code BSBOPS601 Qualification Advanced Diploma of Leadership and Management Submission Details Student Name Student Number Date of Submission Click or tap to enter a date. Assessor Name 1. K. Don Assessment Details Assessment Task Number Assessment Method (Written Task, Case study, Project, Role-play, presentation etc.) Date of Completion (Actual date of each task completion. This must be three different days) Task 1 Written task - Questions Click or tap to enter a date. Task 2 Case study Click or tap to enter a date. Task 3 Project Click or tap to enter a date. ASSESSMENT GUIDELINES FOR WRITTEN TASK QUESTION TYPE HOW LONG YOUR ANSWER MUST BE (LENGTH OF ANSWER) Define Length approximately 4 typed lines = 50 words, or 5 lines of handwritten text for each question. Identify Write dot points of the number of items to identify according to the question. Outline Summarise in a line or set of lines the required number of items or develop appropriate meaningful answers according to the question but not in detail. Identify and briefly describe Identify in dot points and provide a description of each with a minimum of 4 typed lines = 50 words, or 5 lines of handwritten text for each question. Describe Provide a description with minimum 8 typed lines = 100 – 150 words, or 10 – 15 lines of handwritten text or appropriately described to provide a meaningful answer with consistent knowledge application in length according to the question. Explain Explain the procedure with minimum 8 typed lines = 100 – 150 words, or 10 – 15 lines of handwritten text or appropriately explain to provide a meaningful answer with consistent knowledge application in length according to the question. Distinguish / differentiate Distinguish means recognise or treat (someone or something) as different. To differentiate is to show or find the difference between things which are compared. It simply means that they are not the same but does not qualify them as being unique and possibly not related. Length approximately 4 – 8 typed lines = 50 – 100 words, or 5 - 10 lines of handwritten text for each question. What? This is to assess your knowledge of something related to the subject area asking you to specify one or more things related to what is being asked in the question. This is generally asking for a short answer for which you need to provide a short description answering the question where the reader understands the answer to the question. How? This method of question is to assess your ability to explain or describe the ways, methods, manner, procedure, or process of something related to the question being asked. You need to provide sufficient description of how (ways, methods, manner, procedure, or process) it can be performed for the reader to understand the ways or procedure. Why? This question is to assess your knowledge of something and the purpose of it. You need to provide sufficient description of why (the purpose/objective or aims) it is used for the reader to understand why. Assessment Task 1 The following is a set of knowledge-based questions. Read the text section ‘introduction’ in the learner workbook, refer to training undertaken and provide your answer solutions to the following questions using your own words to demonstrate your consistent knowledge application. Questions Note: 1. Ensure you answer all the following questions using the length guidelines above and quantity requirements applicable for the following relevant questions. 2. The space below does not indicate the size of the answer length. Follow above guidelines and keep typing and the space will expand as you type. If answers are recorded separate to this document, they must be attached at the back of this document. Question 1 Describe the term ‘business plans’ using your own words. Question 2 Outline organisational and legislative frameworks required for the development of business plans. Question 3 Describe legislative frameworks that should be applied for preexisting strategic, business and operational plans. Question 4 Briefly describe the following: a. business vision, b. mission, c. values and d. objectives. Question 5 Identify permits or licences that may be required for a new business. Question 6 Explain the processes for developing and monitoring business plans. Question 7 Explain how and what you include about customer needs in the business plan. Question 8 What budgeting information you include in a business plan? Question 9 Describe the following: a. performance objectives and measures, b. key results indicators Question 10 Identify and briefly describe stakeholders involved in the development of business plans. ---End of Written Task Activities--- Assessment Task 2 Your Task Complete the following workplace activities demonstrating skills and knowledge to lead a business operation that covers the steps required to develop and implement a business plan: 1. Access simulated workplace business plan, policies and procedures and use the relevant policies and procedures to undertake this task. Analyse the business plan of simulated workplace to identify strengths and weaknesses of the business plan using the format provided in appendix 2. Then, establish business plan, implement business plan and respond to performance data. (Activity 2 – 10). 2. Read the case study in appendix 1 and analyse information including numerical information, other requirements, business vision, mission, values, objectives, goals, competitors, financial targets, management arrangements and marketing approaches. 3. Refer to next page. Note: Meet with your key stakeholder in a role-play (the manager of simulated workplace, role played by assessor) to discuss the following for development of business plan and note them in dot points. a. organisational framework relevant to development of a business plan b. legislative framework relevant to development of a business plan Setting of performance objectives and measures c. Identification of financial, human and physical resource requirements for the business d. available and required skilled labour to implement plan e. the possible system failures, product and service failures and variances to the business plan as they occur. 4. Identify and outline organisational framework relevant to development of a business plan. 5. Identify and outline legislative framework relevant to development of a business plan. 6. Describe your market requirements and their review procedure for the organisation’s products and service 7. Identify and assess business requirements including: a. objectives, b. competitors and c. established plans 8. Develop performance objectives and measures for business plan, in consultation with relevant stakeholders 9. Identify following resource requirements for the business: a. Financial resources, b. human resources and c. physical resources. 10. Using above information, develop a business plan for your business using the structure given in the appendix 2. Role-play - Implement business plan This activity refers to Activity 3 of your task Instructions This part is a role-play where you must organise role-play settings as agreed and facilitated by your assessor for a consultation meeting including training room place, tables, chairs, a computer with Internet, papers, pens, and any other resources as required. Details of the task being observed You undertake the active part of the task participating and using oral communication skills in a consultation meeting with relevant manager. Assumptions to be made Your assessor plays the role of relevant manager. Persons involved You as the individual who are running an organisation or who take a senior role in determining the effective functioning and success of the organisation and the assessor as the manager. Timing for the role-play: 7 – 10 minutes per candidate plus your assessor will decide any additional time required based on your participation behaviour and ability to perform Conditions under which the observation is conducted Skills in this assessment are demonstrated by the candidate and observed by assessor in a simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to: 1. Workplace or simulated workplace policies and procedures 2. relevant legislation, regulations, standards, and codes 3. Workplace documentation and resources relevant to required performance evidence. Observable behaviour · Clearly articulates systems and standards in a team environment using language suitable to diverse audiences · Uses listening and questioning techniques to obtain feedback and confirm understanding · Collaborates with others, considering their strengths and experience, to achieve desired outcomes. Activities to perform in the role-play (required observable behaviour) 1. Meet with the manager (your assessor) in a role-play consultation meeting and discuss the following and note down the discussion points using the consultation documentation template provided in appendix 2. a. Communicate business plan to all relevant stakeholders b. Discuss and confirm skilled labour is available to implement plan c. Using appropriate verbal exchanges with the managers to consult, communicate with and report to relevant stakeholders 2. Clearly articulate systems and standards in a team environment using language suitable to diverse audiences 3. Use listening and questioning techniques to obtain feedback and confirm understanding 4. Collaborate with others (manager), considering their strengths and experience, to achieve desired outcomes. ---End of case study task activities --- Self Assessment Checklist Note: The following checklist is for you to confirm your work completion as well as performance and demonstration of skills. Ensure you carefully check, and tick as completed and performed before submitting written evidence and while demonstrating skills during performing the task. Assessment Task Activity Completed as required Case Study Yes No 1 Access simulated workplace business plan, policies and procedures and use the relevant policies and procedures to undertake this task. Analyse the business plan of simulated workplace to identify strengths and weaknesses of the business plan using the format provided in appendix 2. ☐ ☐ 2 Read the case study in appendix 1 and analyse information including numerical information, other requirements, business vision, mission, values, objectives, goals, competitors, financial targets, management arrangements and marketing approaches. ☐ ☐ 3 Meet with your key stakeholder in a role-play (the manager of simulated workplace, role played by assessor) to discuss the following for development of business plan and note them in dot points. a. organisational framework relevant to development of a business plan b. legislative framework relevant to development of a business plan Setting of performance objectives and measures c. Identification of financial, human and physical resource requirements for the business d. available and required skilled labour to implement plan e. the possible system failures, product and service failures and variances to the business plan as they occur. ☐ ☐ 4 Identify and outline organisational framework relevant to development of a business plan. ☐ ☐ 5 Identify and outline legislative framework relevant to development of a business plan. ☐ ☐ 6 Describe your market requirements and their review procedure for the organisation’s products and service. ☐ ☐ 7 Identify and assess