Page | 47 BSBMGT617 Develop and implement a business plan Learner Workbook Table of Contents Table of Contents1 Instructions to Learner3 Assessment instructions3 Assessment requirements6 Candidate...

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BSBMGT617
Develop and implement a business plan
Learner Workbook
)
Table of Contents
Table of Contents    1
Instructions to Learner    3
Assessment instructions    3
Assessment requirements    6
Candidate Details    7
Assessment – BSBMGT617: Develop and implement a business plan    7
Observation/Demonstration    8
Third Party Guide    9
Third party details (required information from the learner)    9
Activities    10
Activity 1A    10
Activity 1A checklist – for assessor    11
Activity 1B    12
Activity 1B checklist – for assessor    13
Activity 1C    14
Activity 1C checklist – for assessor    15
Activity 1D    16
Activity 1D checklist – for assessor    17
Activity 1E    18
Activity 1E checklist – for assessor    19
Activity 1F    20
Activity 1F checklist – for assessor    21
Activity 1G    22
Activity 1G checklist – for assessor    23
Activity 2A    24
Activity 2A checklist – for assessor    25
Activity 2B    26
Activity 2B checklist – for assessor    27
Activity 2C    28
Activity 2C checklist – for assessor    29
Activity 2D    30
Activity 2D checklist – for assessor    31
Activity 3A    32
Activity 3A checklist – for assessor    33
Activity 3B    34
Activity 3B checklist – for assessor    35
Activity 3C    36
Activity 3C checklist – for assessor    37
Summative Assessments    38
Section A: Skills Activity    39
Summative Assessments: Section A checklist    42
Section B: Knowledge Activity (Q & A)    43
Summative Assessments: Section B checklist    44
Section C: Performance Activity    45
Summative Assessments: Section C checklist    47
Workplace Documentation – for learner    48
Workplace documents checklist    48
Supplementary Oral Questions (optional) – for assessor    49
Competency record to be completed by assessor    52
Instructions to Learner
Assessment instructions
Overview
Prior to commencing the assessments, your trainer/assessor will explain each assessment task and the terms and conditions relating to the submission of your assessment task. Please consult with your trainer/assessor if you are unsure of any questions. It is important that you understand and adhere to the terms and conditions, and address fully each assessment task. If any assessment task is not fully addressed, then your assessment task will be returned to you for resubmission. Your trainer/assessor will remain available to support you throughout the assessment process.
Written work
Assessment tasks are used to measure your understanding and underpinning skills and knowledge of the overall unit of competency. When undertaking any written assessment tasks, please ensure that you address the following criteria:
· Address each question including any sub-points
· Demonstrate that you have researched the topic thoroughly
· Cover the topic in a logical, structured manner
· Your assessment tasks are well presented, well referenced and word processed
· Your assessment tasks include your full legal name on each and every page.
Active participation
It is a condition of enrolment that you actively participate in your studies. Active participation is completing all the assessment tasks on time.
Plagiarism
Plagiarism is taking and using someone else's thoughts, writings or inventions and representing them as your own.Plagiarism is a serious act and may result in a learner’s exclusion from a course. When you have any doubts about including the work of other authors in your assessment, please consult your trainer/assessor.The following list outlines some of the activities for which a learner can be accused of plagiarism:
· Presenting any work by another individual as one's own unintentionally
· Handing in assessments markedly similar to or copied from another learner
· Presenting the work of another individual or group as their own work
· Handing in assessments without the adequate acknowledgement of sources used, including assessments taken totally or in part from the internet.
If it is identified that you have plagiarised within your assessment, then a meeting will be organised to discuss this with you, and further action may be taken accordingly.
Collusion
Collusion is the presentation by a learner of an assignment as their own that is, in fact, the result in whole or in part of unauthorised collaboration with another person or persons. Collusion involves the cooperation of two or more learners in plagiarism or other forms of academic misconduct and, as such, both parties are subject to disciplinary action. Collusion or copying from other learners is not permitted and will result in a “0” grade and NYC.
Assessments must be typed using document software such as (or similar to) MS Office. Handwritten assessments will notbe accepted (unless, prior written confirmation is provided by the trainer/assessor to confirm).
Competency outcome
There are two outcomes of assessments: S = Satisfactory and NS = Not Satisfactory (requires more training and experience).
Once the learner has satisfactorily completed all the tasks for this module the learner will be awarded “Competent” (C) or “Not yet Competent” (NYC) for the relevant unit of competency.
If you are deemed “Not Yet Competent” you will be provided with feedback from your assessor and will be given another chance to resubmit your assessment task(s). If you are still deemed as “Not Yet Competent” you will be required to re-enrol in the unit of competency.
Additional evidence
If we, at our sole discretion, determine that we require additional or alternative information/evidence in order to determine competency, you must provide us with such information/evidence, subject to privacy and confidentiality issues.We retain this right at any time, including after submission of your assessments.
Confidentiality
We will treat anything, including information about your job, workplace, employer, with strict confidence, in accordance with the law.However, you are responsible for ensuring that you do not provide us with anything regarding any third party including your employer, colleagues and others, that they do not consent to thedisclosure of. While we may ask you to provide information or details about aspects of your employer and workplace, you are responsible for obtaining necessary consents and ensuring that privacy rights and confidentiality obligations are not breached by you in supplying us with such information.
Assessment appeals process
If you feel that you have been unfairly treated during your assessment, and you are not happy with your assessment and/or the outcome as a result of that treatment, you have the right to lodge an appeal.You must first discuss the issue with your trainer/assessor.If you would like to proceed further with the request after discussions with your trainer/assessor, you need to lodge your appeal to the course coordinator, in writing, outlining the reason(s) for the appeal.
Recognised prior learning
Candidates will be able to have their previous experience or expertise recognised on request.
Special needs
Candidates with special needs should notify their trainer/assessor to request any required adjustments as soon as possible. This will enable the trainer/assessor to address the identified needs immediately.
Assessment requirements
Assessment can either be:
· Direct observation
· Product-based methods e.g. reports, role plays, work samples
· Portfolios – annotated and validated
· Questioning
· Third party evidence.
If submitting third party evidence, the Third Party Observation/Demonstration documentmust be completed by the agreed third party.
Third parties can be:
· Supervisors
· Trainers
· Team members
· Clients
· Consumers.
The third party observation must be submitted to your trainer/assessor, as directed.
The third party observation is to be used by the assessor to assist them in determining competency.
The assessment activities in this workbook assess aspects of all the elements, performance criteria, skills and knowledge and performance requirements of the unit of competency.
To demonstrate competence in this unit you must undertake all activities in this workbook and have them deemed satisfactory by the assessor. If you do not answer some questions or perform certain tasks, and therefore you are deemed to be Not Yet Competent, your trainer/assessor may ask you supplementary questions to determine your competence. Once you have demonstrated the required level of performance, you will be deemed competent in this unit.
Should you still be deemed Not Yet Competent, you will have the opportunity to resubmit your assessments or appeal the result.
As part of the assessment process, all learners must abide by any relevant assessment policies as provided during induction.
If you feel you are not yet ready to be assessed or that this assessment is unfair, please contact your assessor to discuss your options. You have the right to formally appeal any outcome and, if you wish to do so, discuss this with your trainer/assessor.
Candidate Details
Assessment – BSBMGT617:Develop and implement a business plan
Please complete the following activities and hand in to your trainer/assessor for marking. This forms part of your assessment for BSBMGT617:Develop and implement a business plan.
Name:         _____________________________________________________________
Address:    _____________________________________________________________
        _____________________________________________________________
Email:        _____________________________________________________________
Employer:    _____________________________________________________________
Declaration
I declare that no part of this assessment has been copied from another person’s work with the exception of where I have listed or referenced documents or work and that no part of this assessment has been written for me by another person. I also understand the assessment instructions and requirements and consent to being assessed.
Signed:        ____________________________________________________________
Date:        ____________________________________________________________
If activities have been completed as part of a small group or in pairs, details of the learners involved should be provided below:
This activity workbook has been completed by the following persons and we acknowledge that it was a fair team effort where everyone contributed equally to the work completed.We declare that no part of this assessment has been copied from another person’s work with the exception of where we have listed or referenced documents or work and that no part of this assessment has been written for us by another person.
Learner 1:    ____________________________________________________________
Signed:        ____________________________________________________________
Learner 2:    ____________________________________________________________
Signed:        ____________________________________________________________
Learner 3:    ____________________________________________________________
Signed:        ____________________________________________________________
Observation/Demonstration
Throughout this unit, you will be expected to show your competency of the elements through observations or demonstrations. Your trainer/assessor will have a list of demonstrations you must complete or tasks to be observed. The observations and demonstrations will be completed as well as the activities found in this workbook.
An explanation of observations and demonstrations:
Observation is on-the-job
The observation will usually require:
Performing a work based skill or task
Interaction with colleagues and/or customers.
Demonstration is off-the-job
A demonstrationwill require:
Performing a skill or task that is asked of you
Undertakinga simulation exercise.
Your trainer/assessor will inform you of which one of the above they would like you to do. The observation/demonstration will cover one of the unit’s elements.
The observation/demonstration will take place either in the workplace or the training environment, depending on the task to be undertaken and whether it is an observation or demonstration. Your trainer/assessor will ensure you are provided with the correct equipment and/or materials to complete the task. They will also inform you of how long you have to complete the task.
You should be able to demonstratethe skills, knowledge and performance criteria required for competency in this unit, as seen in the Learner Guide.
Third Party Guide
You should supply details of the third party to the assessor before you commence the activities (see below), unless the assessor has already selected a third party themselves.The assessor can then contact the third party in instances where they require more evidence to determine competency, or they cannot observe certain tasks themselves.
The reasons to use a third party may include:
Assessment is required in the workplace
Where there are health and safety issues related to observation
Patient confidentiality and privacy issues are involved.
If you are not employed, or able to complete demonstrative tasks in the workplace, you will need to inform the assessor. They will be able to provide you with a simulated environment in which to complete these tasks.
We would prefer that, wherever possible, these be “live” issues for your industry and require application of the principles that you are learning as part of your training.Where this is not possible, you and your third party should simulate the activity tasks and demonstrations that you believe would be likely to arise in your organisation or job role.
Third party evidence can also be used to provide “everyday evidence” of tasks included in your work role that relate to the unit of competency but are not a part of the formal assessment process.
The third party is not to be used as a co-assessor – the assessor must make the final decision on competency themselves.
Documents relevant to collection of third party evidenceare included in the Third Party section in the Observations/Demonstrations document.
Third party details (required information from the learner)
A third party may be required for observations or demonstrations; please provide details below of your nominated third party and obtain their signature to confirm their agreement to participate. This information will be required by your trainer/assessor in advance of arranging any future observations or demonstrations.
Third party name:    ______________________________________________________________
Position of third party:    ______________________________________________________________
Telephone number:    ______________________________________________________________
Email address:        ______________________________________________________________
Declaration for nominated third party
I declare my intention to act as third party for (learner’s name here) __________________________
Third party signature:    _____________________________________ Date: ___________________
Activities
Complete the following activities individually or in a group (as applicable to the specific activity and the assessment environment).
Where applicable, a signed observation by either an approved third party or the assessor will need to be included in these activities as proof of completion.
Activity 1A
    Estimated Time
    20 Minutes
    Objective
    To provide you with an opportunity to review and evaluate pre-existing strategic, business and operational plan, if available.
    Activity
    Complete the following individually or in a group (as applicable to the specific activity and the assessment environment):
Review and evaluate your organisations pre-existing strategic, business and operational plans, if available. Does your organisation have a pre-existing strategic, business and operational plan? Briefly describe it.
Starbucks has operational plan to deliver the best quality roasted coffee as well as it is related to the enhanced customer experience. The business expansion strategies are applied in the context of making the best coffee products. The development of the operations is founded over the theory of motivating people to make no compromise when it comes to taste and Starbucks is ready to deliver the best taste available in the coffee and restaurant business. This integrated approach towards market is something that makes Starbucks as the largest group in the world, which has successfully carried out the goals of expansion.
Activity 1A checklist – for assessor
This should be used by the trainer/assessor to document the learner’s skills, knowledge and performance as relevant to the unit activity. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required.
    Learner’s name
    
    Assessor’s name
    
    Unit of Competence
(Code and Title)
    
    Date(s) of assessment
    
    Has the activity been answered and performed fully, as required to assess the competency of the learner?
     Yes No
(Please circle)
    Has sufficient evidence and information been provided by the learner for the activity?
     Yes No
(Please circle)
    Comments
    Provide your comments here:
    The learner’s performance was:
    Not yet satisfactory
    Satisfactory
    If not yet satisfactory, date for reassessment:
    
    Feedback to learner:
    Learner’s signature
    
    Assessor’s signature
    
Activity 1B
    Estimated Time
    30 Minutes
    Objective
    To provide you with an opportunity to analyse and interpret business vision, mission, values and objectives.
    Activity
    Complete the following individually or in a group (as applicable to the specific activity and the assessment environment):
1. Attempt to locate your organisations vision statement. Describe it and any ways in which you think it could be altered.
2. Attempt to locate your organisations mission statement. Describe it and any ways in which you think it could be altered.
3. What are the current objectives of your organisation? Can you think of any, which could be implemented? In pairs, share your ideas on objectives that could be implemented.
1. As per the vision statement, altered perspectives will be related to the integration of innovation and creativity into the process of developing value chain; Starbucks focuses mainly on Coffee products and keeps the varieties limited to this section only; this is implied in the vision statement of the company and it needs improvement.
2. For mission statement of Starbucks, it includes one cup, one person and one neighbourhood that should be included to develop refined taste of coffee. This is simply not enough because of the fact that diverse range of customers approaches Starbucks as the most popular brand.
3. The current objectives of Starbucks are to focus more on developing its products so that they meet the local taste as well as they are introduced with international quality. The company is focusing on developing its business into the regions where it is not operational yet.
Activity 1B checklist – for assessor
This should be used by the trainer/assessor to document the learner’s skills, knowledge and performance as relevant to the unit activity. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required.
    Learner’s name
    
    Assessor’s name
    
    Unit of Competence
(Code and Title)
    
    Date(s) of assessment
    
    Has the activity been answered and performed fully, as required to assess the competency of the learner?
     Yes No
(Please circle)
    Has sufficient evidence and information been provided by the learner for the activity?
     Yes No
(Please circle)
    Comments
    Provide your comments here:
    The learner’s performance was:
    Not yet satisfactory
    Satisfactory
    If not yet satisfactory, date for reassessment:
    
    Feedback to learner:
    Learner’s signature
    
    Assessor’s signature
    
Activity 1C
    Estimated Time
    30 Minutes
    Objective
    To provide you with an opportunity to consult with key stakeholders; and review market requirements for the product or service, profile customer needs and research pricing options.
    Activity
    Complete the following individually or in a group (as applicable to the specific activity and the assessment environment):
1. Consider who your key stakeholders are. Plan a consultation meeting where stakeholders will provide you with advice on how to shape the future of the business. What are their thoughts on organisational vision, mission, values and objectives?
2. What is an external environmental factor? List two external factors and explain how they could impact on your business plan?
3. What research should be conducted regarding pricing options before writing your business plan?
1. The key stakeholders are the employees, customers as well as the investors in the company. When it comes to business and operations, the concept of profitability in Starbucks implies as a source of growth in future; the company sands on the ground of delivering ideal quality and taste to the customers.
2. The external environmental factor for Starbucks is the management of logistics and supply chain where it is not local; the company now operates in more than 49 nations. This implies that the organisation works in collaboration with local suppliers and the quality of coffee beans provided to the retail outlets directly affect the quality of the final product.
3. As per the current pricing system, which is proposed through business plan, it will target the behavioural approach of customers. It will be guided by the principle of taking competency advantage in the oriented market of coffee based service providers. Pricing will be fair enough so that the international branding of Starbucks may stabilise its business in newly developed regions of the world.
Activity 1C checklist – for assessor
This should be used by the trainer/assessor to document the learner’s skills, knowledge and performance as relevant to the unit activity. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required.
    Learner’s name
    
    Assessor’s name
    
    Unit of Competence
(Code and Title)
    
    Date(s) of assessment
    
    Has the activity been answered and performed fully, as required to assess the competency of the learner?
     Yes No
(Please circle)
    Has sufficient evidence and information been provided by the learner for the activity?
     Yes No
(Please circle)
    Comments
    Provide your comments here:
    The learner’s performance was:
    Not yet satisfactory
    Satisfactory
    If not yet satisfactory, date for reassessment:
    
    Feedback to learner:
    Learner’s signature
    
    Assessor’s signature
    
Activity 1D
    Estimated Time
    30 Minutes
    Objective
    To provide you with an opportunity to develop performance objectives and measures through consultation with key stakeholders.
    Activity
    Complete the following individually or in a group (as applicable to the specific activity and the assessment environment):
Based on the consultation plan developed in Activity 1C, in groups, perform the...