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:

Ensure you answer all the following questions using the length guidelines above and quantity requirements applicable for the following relevant questions.
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.

To perform any task of work we make a timetable or different sorts of work relevant to achieve the task as soon as possible or within deadline similarly, a business plan is written and documented created to run the business it has the following features mentioned in it which are as follows: the goal of the company, its operational strategies, the marketing objectives of the firm, and knowledge about the financials, profits, and margins, basically it has been observed that business plan is turned out into helpful guide for the successful running of the business (Plan, 2018).

Question 2

Outline organizational and legislative frameworks required for the development of business plans.

Different sort of organizational and legislative frameworks has been required by the firm to run the business smoothly and depending on the business it may vary but some of the common requirement is as follows: legislative framework – it is the structure of legal purposes which includes the government guidelines for making the decision in the company and take actions. Organizational framework –basically refers to how a company will run and perform tasks to achieve its goal and desired results (McKeever, 2018).

Question 3

Describe legislative frameworks that should be applied for pre-existing strategic, business, and operational plans.

Some of the very good examples of the legislative frameworks that can be applied to a business plan are anti-discrimination (commonwealth, territory level), pre-set rules for each and every without any kind of discrimination, etc (Ekanem, 2017).

Question 4

Briefly describe the following:

business vision,
mission,
values

a. Business vision – it shows what companies desired hope for the future and where they see the business in the future.

b. Mission – this basically provides the purpose of the organization and answers the why of working.

c. Values – sometimes if values aren’t clear then to achieve objective different unfair mean and wrong methods may continue in business, organisations provide the value statement so that they can let each and everyone know what we offer to the client and customer and that’s making the brand and it is something that can’t be compromised.

d. Objective – it is the working tasks and procedures that must be done accordingly to meet the desired results (Galai, et al., 2016).

Question 5

Identify permits or licenses that may be required for a new business.

There are many sorts of different kind of permits and licenses required by the business and it all depend on the kind of business some of the basic kind of requirement are- such as safety license including fire safety and all, food safety license, permit to buy sell in some businesses, legal permit for taking data of customers, etc

(Parmenter, 2015).

Question 6

Explain the processes for developing and monitoring business plans.

Business plan making includes some of the important steps which are as 1. Research, 2. Purpose, 3. Craft snapshot of plan, 4. Details to company, 5 monitoring is the final step which comes in last but plays a vital role than all other (Marr, 2015).

Question 7

Explain how and what you include about customer needs in the business plan.

All the businesses in whatever sector it is they basically are putting some value in the life of their customers and getting profit by it and different things that could be included in the business plan about customer needs could be as their preferences, their choice of product that they are busing mostly, other data like which will help the customer in some manner are a fair market price, service that is going to provided by the company to them, a very good and quality product that delivers its purpose which it is made for, and most important to feel valued and an experience that they can’t get anywhere but at your place, they can buy a product where ever they want but they only have the experience at your place that makes the brand value (Hopkin, 2018).

Question 8

What budgeting information you include in a business plan?

There are many different kinds of business costs that must be included in a business plan and some of the most common budgeting information has been written below:

1. Analyse costs, 2. Negotiate costs along with supplier, 3. Revenue estimation, 4. Most importantly getting the right idea about the profit margin. 5. Cash flow of the project, 6. Factors in seasonal or the new trend factors, 7. Setting up spending goals, 8. Bring all things together into one major total (Glendon, et al., 2016)

Question 9

Describe the following:

performance objectives and measures,
key results indicators

a. for a business to perform well its overall productivity and the level of efficiency must be good. And the secret key to achieving such performance we have the performance objective for the business which are as – quality, speed, dependability, flexibility, and cost, etc.

b. key result indicator – based on this we determine the overall growth of the business, there are many different sorts of key result indicators present but the most common is the revenue growth, revenue coming from each individual client, and the margin that has been set for profit, clients retention rate, and lastly the satisfaction of the customer (Lok,2016).

Question 10

Identify and briefly describe stakeholders involved in the development of business plans.

Stakeholders for every business are different because of the kind of business it is but still, almost each and every business have some of the common stakeholders in the business plan which are as follows:

1. customers – stake included quality of product and services

2. Employees – stake included income and salary of the employee

3. Investors – – stake included financial returns

4. suppliers, dealers, and different vendors – – stake included safety and revenues

5. Communities – – stake included health and safety

6. Government stake – – stake included by them are the most important as it does play a vital role in making profit and gains and they are also responsible for the fluctuation of prices and including different kinds of taxes and GDP.

Above written are the example of the different kinds of stakeholders and some of the most common stakeholders who are involved in the making of every business pan

(Sundberg, & Stenberg, 2019).

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:

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).
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.
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.
1. organisational framework relevant to development of a business plan
2. legislative framework relevant to development of a business plan Setting of performance objectives and measures
3. Identification of financial, human and physical resource requirements for the business
4. available and required skilled labour to implement plan
5. the possible system failures, product and service failures and variances to the business plan as they occur.
Identify and outline organisational framework relevant to development of a business plan.
Identify and outline legislative framework relevant to development of a business plan.
Describe your market requirements and their review procedure for the organisation’s products and service
Identify and assess business requirements including:
1. objectives,
2. competitors and
3. established plans
Develop performance objectives and measures for business plan, in consultation with relevant stakeholders
Identify following resource requirements for the business:
1. Financial resources,
2. human resources and
3. physical resources.
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)

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.
1. Communicate business plan to all relevant stakeholders
2. Discuss and confirm skilled labour is available to implement plan
3. Using appropriate verbal exchanges with the managers to consult, communicate with and report to relevant stakeholders
Clearly articulate systems and standards in a team environment using language suitable to diverse audiences
Use listening and questioning techniques to obtain feedback and confirm understanding
Collaborate with others (manager), considering their strengths and experience, to achieve desired outcomes.

Organizational framework

The organizational structure for a coffee shop contains both vertical and horizontal structures. The things included in the organizational framework are for the working method of a firm in which all the data has been given for each and everything with how it should be done. For the purpose of the coffee shop, it will include the naming of the coffee and the structure for the ranking in the firm.

Moreover, rather than this, the most common things that have been included in all other coffee businesses are 1. Functional hierarchy (it includes different working departments mostly such as the HR department, financial department, and the marketing department. By this it provides the top -down monitoring more easy), Geographic division (based on the area targeted customers approaching strategy for better service and product delivery as per them), Product-based divisions (for example the main theme is coffee but that doesn’t mean that no other products are going to sell in this all sorts of differences which are going to be available are being acknowledged), and 4. Work team (different work teams working together in a rhythmic manner provides the necessary help in accomplishing the objective.)

Legislative framework

During setting up a new business there are some important rules and regulation that has been provided by the government and are mandatory to follow by each business organization whether small or large called the legislative framework?

For the business of a café following legal framework is required: – 1. Food safety code comes in the first place and of the highest priority every business which has an edible product it became important for them to have food safety code, (it provide legal bodies right to inspect at their will whenever they want), 2. LLCs separate the personal and business structure by a corporate veil which comes in handy for a café business, 3. Also requires NOC from the fire department, trademark registration, 4. Pollution certificate, 5 Shop license, 6. Eating house licenses, etc, and many more just like them.

Market requirement and review procedure for the product and service

The market requirement includes many things in just one single topic and not anything, in particular, a team that has been made for the purpose of reviewing the product and analysing the provided data of the customer for the more growth of the business.

And also, the system for the review of the product and taking feedback from the customer and work on it

Business requirement

Objectives – having high-quality standards for the product and services, ensuring a friendly environment, providing live entertainment without any extra charges, placing monthly ads, having monthly fliers distributed, offers and coupon discounts, etc. are the main objective for a coffee shop.
Competitors – having other coffee shops which want the same customers that you are after and to take the theme for their profit, other shops not, in particular, the coffee shop but having delivering the similar purpose, for example, a donut shop, bakeries, or even some times sandwiches. And the worst thing in the field of business that can be done is copying exactly your way of doing theme within legal boundaries which divides the customer into groups.
Established plan – documentation of the whole business model can become into establishing a plan for a coffee shop that will carry all necessary information for the firm.

Performance objectives and measures

To achieve the desired sale amount which is $36,000 per month and also to have a maintained growth rate of 10 % every month for 3 months
Operational expenses must not go beyond the fixed $20,000 limit and that is for every month.
This is to manage the costs of sales to a minimum of 32 %
The topmost and the most important expectation is not just good but the excellent service provided to a customer, not just service but also the product. Because it will eventually be going to spread the word about the café shop and lead to more customer numbers.
Avoid unnecessary losses and all sorts of miss adventure that could ruin the business growth in any aspect.

Resource requirement

Financial resource – there is not one stop for all the financial sources there are multiple sources required to fulfil the necessity that require to run the business the most popular method among all are personal savings, bank loans for businesses, a personal loans which could be taken from family and friends, credit cards for consumer, crowdfunding could be an option too, solvent investors are being used by most of the small businesses, and lastly combination of all of these can also be done.
Human resource – a human resource that has been used in the business of coffee contains workers for different areas as per the numbers required basically it requires for making and delivery purposes.
Physical resource – different kinds of physical resources may require for the coffee shop but among the most common are pumps and containers, commercial blenders, refrigeration systems, industrial grinders, automatic coffee machines, freezers, toasters, ovens, and all sorts of small and big kitchen items that are required to make dishes and other edible products.

Set Up Costs	$	Funding	$
Equipment/Purchase	21000	Own Funds	35000
Working Capital	55000	Bank Guarantee	30000
Rental Bond	9000	Overdraft
Legal Fees	5000	Loan
Stock Purchase	12000	Other (please specify)	30000
Other (please specify)	3000	Other (please specify)
Total	95000	Total	95000

Projected Income Statement

Description	$
Sales	18000
Other revenue	18000
Cost of Sales	2000
Gross Profit	3000
Expenses	14000
Wages	3000
Rent	12000
Marketing expenses	20000
Materials and stock	10000
Utilities	370
Other	5000
Total expenses	74000
Profit before tax	10000
Income Tax Payments	25000
Net Profit	35000

Cash Flow Forecast

A cash flow forecast is an important tool for your business, especially for the first 12 months. Where possible you should structure your cash flow over a 12 month period so you can plan for the year ahead.

	Expected $ over next 12 months	Key Assumptions: 1. How did you calculate the sales figures you have entered? 2. What logic have you used to calculate the figures, e.g. How many sales per month? How much per sale? How many staff? What are their wages? 3. Lastly, is there any other information that you believe to be vital for your business? 4. Are there any other key assumptions that you have made that need to be outlined, so someone reading your business plan will have a clear idea of what you intend to do and how?
INCOME	$
Sales	18000	20000
Other revenue	10000	12000
Total receipts	5000	6000
Less PAYMENTS	2000	2500
Wages	14000	16000
Rent	9000	10000
Marketing expenses	14000	15000
GST Payments	2900	3000
Income Tax Payments	1000	2000
Drawings/Directors Fees	2000	3000
Materials and stock	5000	7000
Overheads	1000	2000
Other (please specify)	3000	4000
Total Cash Payments	90000	100000
NET CASHFLOW BEFORE TAX	85000	90000

Role play

Manager: good morning to all stakeholders presented here.

Stakeholder: good morning.

Manager: today’s meeting is about the overall growth of our café 65 from every aspect including the different frameworks as organizational and the legislative framework. It also includes the discussion on other important topics such as financial, human, and physical resources. We are going to discuss one by one each of the following.

Stakeholder: all right then don’t waste any more minutes and let us start our meeting right now.

Manager: this meeting is about to discuss the general ideas about the topic and then proper data on the topic will be gathered on the discussed topics

Stakeholder: that seems a nice plan.

Manager: so what should we do about the legislative and organizational framework?

Stakeholder: we can give this work to the third party who has a better understanding of the topic for example lawyers and the manager for the organizational framework.

Manager: seems pretty good idea moving to the next topic. Which are resources?

Stakeholder: getting a detailed analysis of how we want it to make a decision after that will provide us with direction in the numbers so that we can move forward to deliver so.

Manager: yes after calculating the requirement and analyzing the requirement we can attempt the resources section with more accuracy. Moving to the next topic which is dealing with failures.

Stakeholder: failures show that we are moving to correct each one and getting prepared for the same in the future seems a good idea.

Manager: yes that is all for this meeting and I must say this meeting was a success further more detailed data will be provided after deep research on the topic and thank you all for attaining the meeting.

Stakeholder: your welcome and hoping best for your success.

Analysis of business plan – Template

Organisation Name	Café 65
Analysis conducted by	frontline manager
Date of analysis	03-08-2022
Business Plan Elements	Strengths	Weakness
Executive Summary	Culture of high service	Difficult in maintaining cash flow
Product	Nonstop sales	Very low-profit margin
Service	Quick staff with motivation	Price-sensitive area of work
Market	Good teamwork	Low price of competitors
Distribution and marketing	Clear work value areas	Similar cafés in near areas
Co-workers and business coordination	Quality service with a quality product	Low confidence of the consumer
Legal form	Direct relation with customers
Chances and risks	Very high-focused niche
Capital requirement	Very good marketing
Finance plan	Health and Safety
right measure
Further documents

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 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	Develop a table of 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.	☐	☐

Assessment Task 3

Project (Skills and Knowledge Application)

Note: this task is the continuation from task 2 case study for project work with relevant teams and individuals to implement business plan and respond to performance data. You have developed a business plan in task 2 according to organisational policies and procedures and in this task you will implement the business plan.

Your role

You are the restaurant manager of Café 65 (simulated workplace). Your role includes: hiring, training, managing restaurant staff, focus on front-of-house personnel, drive marketing efforts, collaborate with the kitchen to develop menus and overall lead and manage effective workplace relationships.

Your Task

Complete the following workplace activities demonstrating skills and knowledge lead a business operation that covers the steps required to implement a business plan:

Project work

Access simulated workplace policies and procedures and use the relevant policies and procedures to undertake this task. Ensure you take full responsibility for identifying and complying with legislative requirements applicable to self and the organisation.
Read the case study in appendix and analyse its performance data to monitor and respond to business performance including evaluation of performance against key results indicators.
Using the information in the appendix, analyse and confirm available skilled labour to implement the business plan to achieve its objectives. Identify at least three available skilled labour.
Analyse performance report in appendix 1 and test performance measurement and improve what need to be improved. Write the improvements in dot points.
Develop a variance analysis report and identify the gaps using the format provided in the appendix 2.
Develop 1-2-page report on key aspects of the business including system failures, product and service failures and variances to the business plan as they occur.
Review the performance indicators to test their appropriateness and provide your recommendations to improve to meet business plan objectives.
Identify at least one underperforming staff and develop a coaching plan to provide coaching to improve.
Develop an ongoing review process to ensure your business is achieving its objectives.

Role-play activity

Refer to next page. Note: Meet with staffs and other relevant stakeholders in a role-play (such as your business friend who supported you to set up this business) to communicate your business plan. Organise other fellow trainees and the assessor as agreed by your assessor as stakeholders and explain your business plan including:
1. Objectives of the business,
2. Established performance measurement and indicators,
3. Possible system failures while running the business and your actions to control failures,
4. How to improve skills of staff by coaching,
5. Your ongoing review processes.

Role-play – Respond to performance data

This activity refers to Activity 10 of your task

Instructions

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 stakeholder.
Persons involved	You as the restaurant manager of Café 65 and the assessor as the stakeholder.
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: 4. Workplace or simulated workplace policies and procedures 5. relevant legislation, regulations, standards, and codes 6. Workplace documentation and resources relevant to required performance evidence.
Observable behaviour	· Presents information and seeks advice using language and features appropriate to audience · Participates in discussions using listening and questioning to elicit the views of others and to clarify or confirm understanding · Provides support in field of expertise to colleagues, as required

Activities to perform in the role-play(required observable behaviour)

Meet with the stakeholder (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:
1. Discuss and report system failures, product and service failures and variances to the business plan as they occur
2. Using appropriate verbal exchanges with the managers to consult, communicate with and report to relevant stakeholders
Clearly articulate systems and standards in a team environment using language suitable to diverse audiences
Use listening and questioning techniques to obtain feedback and confirm understanding
Collaborate with others (manager), considering their strengths and experience, to achieve desired outcomes.

Analysis of performance data –

The overall performance is not as per expected and that has been budgeted there has been much alteration from what has been expected especially talking as per the key indicators.

As we can see that many different things get out of expectation including sales and it is not good for business. The only correct performing area as per the requirement of business is the employee benefit and the management which means teamwork among them gets pretty well.
Customer service was good but not as per expected and could be better.
Budgeting fails in every aspect.
Ambience has cost more.
Cleanliness also goes beyond expectation.

Skilled labor that is required –

The top 3 skilled labor that is required to attain the business objective in a given time are as:

Frontline manager – Tanya white
Head chef – Wong chu
Customer service – Emma

After analyzing the given data it seems that above mentioned are the perfect fit for the requirement that has been needed by the firm.

Improvement that is required –

Water bill is too high and the cleanliness does play a vital role but reducing it to some number won’t affect the overall cleanliness but it definitely going to fit in the budget.
For customer service things could be changed in the menu to gain and attract more customers by discussing with the chef on behalf of the food preferences of customers.
Ambience does go out of budget but switching to the less power-consuming light can solve the issue.
For budgeting it has been seen that team needs more help because it does not go as per expected. Help from a third party or kind of training.

Ongoing review process –

The ongoing review process that could be done for the better management of the work could include the following things which are written below:

Setting the objectives and checking their result after the provided deadline.
Getting an update from the different assigned team leaders about the issues and performance of the work.
And performing performance reviews at short intervals will solve the issue of bad performance.

Training plan for underperforming staff

It has been observed that Robert the waiter is doing good in his job but he lack the ability to identify the issue and raise it in correct time and this is the only drawback of his.

To resolve this issue he has been advised to work with his co-staff member which is Emma who has a similar role and work but has observed that she is doing her work better than Robert and by doing so and some training this small issue of underperformance will be resolved.

Performance indicator –

Revenue per client – revenue from every single client is making the most of what profit it till now but it could get better if the number of client increase which will only be the result of a better experience a customer can have.
Profit margin – profit margin in the food industry is good increasing the profit margin and giving profit will attract customers and then it will be easy to earn from selling more.
Client retention rate – the client has left try to know the reason why and what is the reason that he has left and try to solve it.
Customer satisfaction – customers are satisfied but not that much review on the subject is trying to provide more than just food as he can have it anywhere but not the experience working on the customers experience will give a better result.

Report

The coffee shop has been opened for the coffee lover in near area and this report include the overall performance of the café till now from the starting points and has proper in depth insight of what and how things have gone till now.

Starting from the good things it has delivered a good start for a new business and doesn’t get

Collapse just after the start and still is in the phase of new start up. Positive aspects of the

Business is from the team members who havedelivered the right effort and proper teamwork and has managed to deliver the proper customer service, and the food quality was also up to the mark.

Issues that have been faced after working are in some of the major sectors as budgeting and

Costing which has underperformed and has managed to provide less accurate for

Cleanliness, ambiance, etc. which has disturbed the whole budget and turned out to the bad

for business.

Not always but sometimes there has been an issue regarding the failure of the system and

Feedback from the customers also has given ideas about the product which are not good.

Services is being the key major part which has performed very well but because of the right

action taken on the feedback by the customer has provided such results. But with the right approach and hard work of the team things have been taken under control and overcome the situation that has occurred and is performing almost as per expected.

Role play –

Manager – good morning

Stakeholders – good morning to you too, so what this meeting is all about.

Manager – this meeting will some major topic which must be discussed and first topic of discussion is objective is to deliverer a better experience to the customer is our main objective

Stakeholders – yes we liked the objective.

Manager – the different performance indicators have been used to check the overall growth of the organization and to treat the issue if arise

Stakeholders – that will solve the issue as fast as it can and will benefit the business ok what next?

Manager – to improve staff skills what we can do is my question.

Stakeholders – we can set some training programs plus tours to prestigious cafés of all time.

Manager – that’s a good idea and what about the ongoing review process?

Stakeholders- as we have the different performance measures already but for ongoing review, we can assign daily tasks and on behalf of that, we can check the performance on daily basis.

Manager – this seems pretty good thank you all to attain this meeting this was a success meeting.

Stakeholders – you’re welcome and all the best.

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
	Project work – Preparation written work	Yes	No
1	Access simulated workplace policies and procedures and use the relevant policies and procedures to undertake this task. Ensure you take full responsibility for identifying and complying with legislative requirements applicable to self and the organisation.	☐	☐
2	Read the case study in appendix and analyse its performance data to monitor and respond to business performance including evaluation of performance against key results indicators.	☐	☐
3	Using the information in the appendix, analyse and confirm available skilled labour to implement the business plan to achieve its objectives. Identify at least three available skilled labour.	☐	☐
4	Analyse performance report in appendix 1 and test performance measurement and improve what need to be improved. Write down the improvements in dot points.	☐	☐
5	Develop a variance analysis report and identify the gaps using the format provided in the appendix 2.	☐	☐
6	Develop 1-2-page report on key aspects of the business including system failures, product and service failures and variances to the business plan as they occur.	☐	☐
7	Review the performance indicators to test their appropriateness and provide your recommendations to improve to meet business plan objectives.	☐	☐
8	Identify at least one underperforming staff and develop a coaching plan to provide coaching to improve.	☐	☐
9	Develop an ongoing review process to ensure your business is achieving its objectives.	☐	☐
	Role-play activity
10	Meet with staffs and other relevant stakeholders in a role-play (such as your business friend who supported you to set up this business) to communicate your business plan. Organise other fellow trainees and the assessor as agreed by your assessor as stakeholders and explain your business plan including: a. Objectives of the business, b. Established performance measurement and indicators, c. Possible system failures while running the business and your actions to control failures, d. How to improve skills of staff by coaching, e. Your ongoing review processes.	☐	☐

References

A reference list lists only the sources you refer to in your writing. The purpose of the reference list is to allow your sources to be found by your reader (assessor). It also gives credit to authors you have consulted for their ideas. It helps you to avoid plagiarism by making it clear which ideas are your own and which are someone else’s, shows your understanding of the topic, gives supporting evidence for your ideas, arguments, and opinions. allows others to identify the sources you have used. For example,

· Book with one author – Author, A (Year), Title of book, Publisher, Place of publication.

· Book with two or three authors – Authors, AA, Author, BB & Author, CC (Year), Title of book, Publisher, Place of publication.

· Website with an author – Author surname, initials (Year), article title, website name, Available at: http://website url.com.au/article, Accessed 10 March 2021.

· Website without author and no date – Article title (n.d.), website name, Available at: http://website url.com.au/article, Accessed 10 March 2021.

List all references used for assessment task 1 below (if any)

Appendix 2

Formats and templates

Business plan template

Cover Page

Basic template that any business can use when developing its business plan:

Section 1: Executive Summary

Present the company’s mission.
Describe the company’s product and/or service offerings.
Give a summary of the target market and its demographics.
Summarize the industry competition and how the company will capture a share of the available market.
Give a summary of the operational plan, such as inventory, office and labour, and equipment requirements.

Section 2: Industry Overview

Describe the company’s position in the industry.
Describe the existing competition and the major players in the industry.
Provide information about the industry that the business will operate in, estimated revenues, industry trends, government influences, as well as the demographics of the target market.

Section 3: Market Analysis and Competition

Define your target market, their needs, and their geographical location.
Describe the size of the market, the units of the company’s products that potential customers may buy, and the market changes that may occur due to overall economic changes.
Give an overview of the estimated sales volume vis-à-vis what competitors sell.
Give a plan on how the company plans to combat the existing competition to gain and retain market share.

Section 4: Sales and Marketing Plan

Describe the products that the company will offer for sale and its unique selling proposition.
List the different advertising platforms that the business will use to get its message to customers.
Describe how the business plans to price its products in a way that allows it to make a profit.
Give details on how the company’s products will be distributed to the target market and the shipping method.

Section 5: Management Plan

Describe the organizational structure of the company.
List the owners of the company and their ownership percentages.
List the key executives, their roles, and remuneration.
List any internal and external professionals that the company plans to hire, and how they will be compensated.
Include a list of the members of the advisory board, if available.

Section 6: Operating Plan

Describe the location of the business, including office and warehouse requirements.
Describe the labour requirement of the company. Outline the number of staff that the company needs, their roles, skills training needed, and employee tenures (full-time or part-time).
Describe the manufacturing process, and the time it will take to produce one unit of a product.
Describe the equipment and machinery requirements, and if the company will lease or purchase equipment and machinery, and the related costs that the company estimates it will incur.
Provide a list of raw material requirements, how they will be sourced, and the main suppliers that will supply the required inputs.

Section 7: Financial Plan

Describe the start-up costs, financial projections of the company, by including the projected income statement, projected cash flow statement, and the balance sheet projection.

Projected Income Statement

Cash Flow Forecast

References

Ekanem, I. (2017). Writing a business plan: a practical guide. Routledge.

Galai, D., Hillel, L., & Wiener, D. (2016). How to create a successful business plan: for entrepreneurs, scientists, managers and students. World Scientific.

Glendon, A. I., Clarke, S., & McKenna, E. (2016). Human safety and risk management. Crc Press.

Hopkin, P. (2018). Fundamentals of risk management: understanding, evaluating and implementing effective risk management. Kogan Page Publishers.

Lok, A. (2016). Combining hidden customer need tools and mpv to generate product concept. In Proceedings of the TRIZfest International Conference (pp. 93-107).

Marr, B. (2015). Key performance indicators for dummies. John Wiley & Sons.

McKeever, M. P. (2018). How to write a business plan.

Parmenter, D. (2015). Key performance indicators: developing, implementing, and using winning KPIs. John Wiley & Sons.

Plan, B. (2018). Fiscal Year 2019.

Sundberg, E., & Stenberg, A. (2019). The information flow between customer and product developer: Communication and identification of customer need in a product development process.

BSBOPS601 Advanced Diploma of Leadership and Management