You are to develop an operational plan for a project. You can choose the project, but when doing so read through the assessment criteria to ensure all aspects can be covered.
All of the following must be covered in your plan.
1. A brief summary of your project (5 marks).
2. Your resource requirements. Please suggest two (2) for each of the following:
a. Goods and services (4 marks)
b. Human (4 marks)
c. Physical (4 marks)
d. Financial (4 marks)
e. Stock requirements (4 marks)
3. Your consultation process with your colleagues. Provide three (3) suggestions. (6 marks)
4. Provide three (3) key performance indicators (KPIs) to measure performance. (6 marks)
5. Three (3) contingency plans to cover costs spiralling out of control. (6 marks)
6. Information sources or specialist advice you would use to support your proposal. Provide three (3) suggestions. (6 marks)
7. The person / people you would obtain approval from for your plan. Provide three (3) suggestions. (6 marks)
8. Provide three (3) methods for ensuring the work team’s understanding of the plan. (6 marks)
Part B

1. How will you allocate and manage financial resources? (6 marks)
2. What approaches could you employ to improve resource usage and eliminate resource efficiencies and waste? (6 marks)
3. Explain how you would incorporate requirements for intellectual property rights and responsibilities within your organisation. (7 marks)
Part C
Written Assessment
Complete the following and present it as a portfolio Project
You have been employed to develop a new department named the Training and Development of the Administrative and Sales Team for your employer at a Personnel Recruitment Company. Due to demand they have opened two offices, one in Melbourne and one in Adelaide. This expansion has led to a tight budget within the organisation for the fiscal year. You need to keep the budget at a minimal amount.
The Strategic Goal that you has been asked to concentrate on is to Increase Sales by 8% by the end of 2011.
Five staff in the Administration department handle enquiries in regards to sales to the organisations that they provide with personnel (both permanent and temporary.
There are ten Recruitment Personnel who have the primary responsibility to manage their case load and follow up leads for new opportunities.
As a well established organisation, Excel Personnel is a family owned company that believes in gaining and retaining customers through customer service excellence. Though the company has managed to retain their long standing personnel, several of their newer clients have changed recruitment companies in the last six months. Concerned with the loss of clients and no trend in the customers’ move, the Board of Directors have decided to train their team on the latest customer service skills.
For this project:
All plans, goals and recommendations must flow together to support the strategic plan
You may vary your plans, goals, strategies and recommendations as you progress through each part of this project. Put a line through the change and briefly outline why you made an update on the operational plan. This is a normal part of the development of a plan. As new information is introduced, you may decide to change your operational plan
This is a preliminary operational plan that you are drawing up, so use bullet points (unless advised by your trainer).
Part D
You have been asked to develop an operational plan. In the report you must:
1. Clearly state the operational goals and how they are related to strategic plan
2. List resources and funds to meet these goals
3. Identify the relevant personnel that you should consult with in regards to the operational goals and the resultant action plans required to meet the operational goals
4. Include what communication methods should you recommend to maintain a record of the consultation process Why?
5. Include what feedback processes you would recommend should be put in place
6. Include what KPIs you would recommend to measure organisational performance in regards to the training (Write at least two)
7. Create at least two contingency plans if the employees in both departments do not meet the KPIs.
8. Develop a business proposal (discuss this with your trainer and as a class using what you have learnt to develop and priorities your strategies).
9. Draw a flow chart of the relevant parties who you should obtain approval from for this business proposal
10. You need to also briefly outline how you would recommend that staff have the plan communicated to them. Use at least one smart goal to measure the team members demonstrate an understanding of the proposal
11. The organisation has two external recruitment personnel who are contracted as a supplier by referring potential customers to Excel Personnel. They have both recently slowed down in referring customers to Excel Personnel. Briefly outline in bullet points how you would strengthen the supplier relationship with them
12. Based on your KPIs, Smart goals, communication and feedback processes and the organisation’s operational plans, recommend what and how you will measure performance?
13. Develop one tool based on your recommendations. (This tool must reflect the goals)
14. How will you monitor financial information? What do you need to watch for when reviewing this information? Why?
15. Based on information that you have already received when you spoke to staff, there seems to be a mixture of performance and lack of skills with staff. Some of these problems stem from the Department Managers. How would you handle any under-performance issues in regards to these skills and the level of performance? In this answer, please refer to the factors that affect output and quality to justify a lack of skills and performance
16. There is a lack of openness and trust between the departments and this is having a negative impact on morale. Recommend ways in which you can overcome this
17. Draw a flow chart on the processes that you believe should be put in place for the approval of any variations to this plan (Include who you should consult with in this flow chart)
18. Using the documents that you have recommended in this project and developed, draw a flow chart on how the variation should be implemented after it has been approved.