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Manage business operational plans (Task-1)


Task 1– Performance and Skills Assessment

Task summary

This assessment is to be completed using the Bounce Fitness simulated work environment.


·         Access to textbooks/other learning materials

·         Access to Bounce Fitness additional document.

·         Computer with Microsoft Office and internet access



·         Your assessor will advise you of the due date of this assessment via Canvas.



·         This completed workbook.

Assessment criteria

For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete further assessment to demonstrate competence.


Re-submission opportunities

You will be provided feedback on your performance by the Assessor. The feedback will indicate if you have satisfactorily addressed the requirements of each part of this task.


If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you written feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Re-assessment attempt(s) will be arranged at a later time and date.


You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with unfairly or have other appropriate grounds for an appeal.


You are encouraged to consult with the assessor prior to attempting this task if you do not understand any part of this task or if you have any learning issues or needs that may hinder you when attempting any part of the assessment.






Assessment Cover Sheet
Candidate name:  



Candidate ID  



Trainer’s Name:
Date Submitted:  



Candidate declaration: I declare that:

·         I have read and understood all the information provided in relation to the assessment requirements to complete this unit, the instructions and the purpose and processes of undertaking this assessment task

·         This assessment is my own work and where other’s works or ideas have been used, I have appropriately referenced or acknowledged them

·         I understand that plagiarism is a serious offence that may lead to disciplinary action.


Candidate signature:  






 Task 2 –Performance and Skills Assessment


Before you start, refer to the Bounce Fitness website and company information on your Learning Portal. The below case study uses the Bounce Fitness simulated work scenario and assumes that you are familiar with the company. Given this, please read the Bounce Fitness company information before reading the below case study.


Case Study

Although Bounce Fitness centres are known in their local communities, the company is seeking an extended presence and identity to promote the company’s unique approach and lifestyle vision toan older audience. The organisation tendered for, and won, a health initiative to conduct a three-month pilot project involving older typical non-users to improve their fitness and lifestyle in each of the four (4) Bounce Fitness Centres.


The CEO and Board of Directors have asked you to manage the operational plan. One of Bounce Fitness’s objectives is to increase revenue by 10% and one of the projects the CEO has decided to embrace is to encourage the over 50s to join the club.


Bounce Fitness’s target clients for this project are those over 50 years of age. Starting from the initial contact and assessment, these individuals will be looking for innovative yet comfortable, effective, and convenient solutions for their needs. They may have already heard of Bounce Fitness but will be referred and encouraged by their health providers and the staff of accommodation catering to a senior age group. Classes will cater for up to 30 people and be held weekdays before work at 8 am.


Target clients may have weight or health issues or concerns (diabetes, depression, restricted mobility) and have an interest in improving their fitness; however, they do not know where to start and find it difficult to do it by themselves. Being advised by their health provider of the necessity and benefits, along with a referral to Bounce Fitness will help this. The advertising will be managed by the Health Department and the Tender covers all costs but catering. There is no cost to clients so it is expected there will be a good uptake.


Bounce Fitness will take pre- and post- weight, body mass and blood pressure measurements.  They will supply a daily class on weekdays. Each class is designed to be engaging, encouraging, and fun and also deal with weight, flexibility and diet. Those attending will be encouraged to stay and enjoy a free breakfast that is healthy and light and to converse with others pre- and post- training. They will also be shown how to use the equipment and how to maintain their fitness through additional daily gentle exercise at home and diet changes. The breakfast will cost Bounce Fitness $15 per head per class.


It is recognised that emotional needs including managing depression, companionship, and general interest in becoming more active in their lives generally should also be impacted positively.


Testing supplied by Bounce Fitness will include weight, body measurements and mass and blood pressure initially and monthly thereafter. This will require the purchase of 6 Mobile Mercury Sphygmomanometers for each Centre at a cost of $199 inc. GST each.  All other testing will be undertaken by the Ministry of Health. So the outcomes for Bounce Fitness will be in terms of client physical success factors and profitability. As this is a government tender, complete and accurate record keeping is essential.


Current staff will be able to manage the new clients but will need to update their training in the monitoring and recording of the client physical markers and diet appropriate to that age group. This training cost will be budgeted in the infrastructure costs for one month before the commencement of the programat $1,500for the month. Otherwise, they need no further development. Infrastructure costs include use of the facility, wear and tear on carpet and equipment, cooling, and administrative costs. This is $3,000 per Centre.


There is a month to prepare and the plan will run as a pilot project for three months. The budget for this pilot follows.


Planning Month  


Pilot October  


Pilot November  


Pilot December  




Beginning Cash Balance  








Cash Inflows (Income)                  
Total Cash Inflows $150,000   $0   $0   $0   $150,000
Available Cash Balance  








Cash Outflows




Infrastructure costs 6,000 6,000 12,000 12,000 12,000 12,000 12,000 12,000 84,000
Sphygmomanometer 4,776 4,776             9,552
Light Lunch     36,000 36,000 36,000 36,000 36,000 36,000 216,000

Total Cash Outflows












Ending Cash Balance

$139,224   $91,224    






Part A – Practical Develop your plan


1)Research, analyse,and list the resources that you will require to develop your operational plan for Bounce Fitness and where you intend to obtain them. (Resources will include goods and services to be purchased and/or ordered, human, physical and current and future financialresources). (Approx. 50 words)


Answer: The resources that we will need for developing the operational plan for Bounce Fitness are given below:

1. Human resources including manager, marketing manager, stakeholders etc.

2. Financial resources including capital, funds etc.

3. Physical resources including machines, equipment, materials etc.

4. Time management including important dates, schedules etc.

We intend for obtaining the resources for the operational plan at the functional stage of the organization where all operational planning takes place (Padilla & Freire, 2019).


2)Discuss with whom you would consult in developing your plan on an ongoing basis. Specifically, how and when will you conduct the consultations? (Approx. 50 words)


Answer: We would consult in developing the operational plans with mainly those individuals who will mainly put the significant plan into effective operation or might be affected by or also have the stake mainly in the execution of the operational plan. Communication or consultation with appropriate stakeholders over greater decisions is very crucial to the growth of the operation. We will consult with the relevant stakeholders by conducting a formal meeting with them. We will conduct the consultations while preparing for the operational plans (Padilla & Freire, 2019).


3)What are your key performance indicators, so you can see if you are progressing toward the goals at the planned rate or not? (Approx. 20 words)


Answer: The key performance indicators are given below:

1. Revenue per member – It is the easiest KPI for the organization to compute. This will help in telling how much the consumers are paying.

2. Cost per new member – For calculating this, all costs of marketing and sales will be added for a single month and then will be divided by the mainly the number of new members of the organization.

3. Recovery of marketing cost – Once the organization is aware of the monthly sales that they earn mainly from the members and also the cost of gaining the members then the cost will be divided by the sales for getting the number of all months, particularly to recovery.


4)Looking at the plan you have developed, develop a contingencyplan for each area where something could go wrong and how you will recover. You must provide at least oneplan.(Approx. 50 words)


Answer: Contingency plan


Issues Actions Resources Personal Responsible Duration
Financial issues 1. Advanced loans will be taken to reduce the financial issues.

2. Sponsorship will be taken for implementing the fitness program

Financial resources, human resources Financial manager 1 month
Health issues 1. Proper training will be given

2. Fitness programs will be conducted

Financial resources, human resources Fitness trainer 1 month
Compliance issues 1. Mentoring sessions will be conducted

2. Business workshops will be conducted (Parmenter, 2015).

Financial resources, human resources Manager 1 month


5)Prepare your plan for presentation to the CEO and Board of Directors to get approval for your resource requirements.Your plan should include:

  • Howtheoperationalplanwasdevelopedand/ormanaged?
  • Howyouhavedevelopedandusedkeyperformanceindicators?
  • How has contingency planning beenundertaken?
  • How have you implemented performance management systems within workteams?
  • Howhaveyouformulatedfinancialplansandbudgets?

(approx. 50 words)



After preparing the strategic plan the next step is to prepare the operation plan. the operational plan is created by prioritizing the goals and focusing on the important goals of Bounce fitness. The main focus is provided on the 3- 5 initiatives which can contribute to the long terms goals of the organization and for measuring the performance metric are developed. Operation plans are short as compared to the strategic plan.


Some of the steps were followed for developing the KPIs-

The strategy for Bounce fitness was defined clearly.

1.      The correct question was asked which were suitable to the strategic objective of bounce fitness.

2.      With the use of suitable metrics questions were asked.

3.      Data, validity, system, and period were considered for setting the KPI.

4.      A framework was used for guiding the through the process.


KPIs were used for tracking success and it was also used as the benchmark for measuring success (Peng, et al., 2022).


Contingency planning has been undertaken by following some of the steps-

1.      A list was prepared of the risk.

2.      The risk was weighted based on the likelihood and severity.

3.      The important risk was identified.

4.      A contingency plan was created for the risk which was most dangerous for bounce fitness.

5.      Approval was get for the contingency plan.

6.      A contingency plan was distributed.

7.      The contingency plan was monitored (Bagnoli, 2019).



The work team’s performance management system was implemented by conducting the meeting and then training was provided to the team members.


Yes, bounce fitness budgets and financial plans have been formulated.


6)Discuss who will need to approve your plan, how you will obtain their approval and how you will inform the teams so that they understand and can implement theplan. (approx. 50 words)


Answer: We will need to consult with the CEO, Board of Directors, and relevant stakeholders of Bounce Fitness to approve the plan. We will mainly obtain our approval by writing an email or conducting a formal session meeting with them and discussing all the matters in that particular meeting. We will inform all members of the team by writing a formal email to them so that they accurately understand and also could execute the plan (Parmenter, 2015).


Part B – Managing Resources


7) Develop your strategies for recruiting and inducting staff to this Bounce Fitness project, if necessary. If you do not require new staff, how will you ensure that the staff who are currently employed are fully trained and know the expectations that must be met? (approx. 100 words)


Answer: The strategies for inducting and recruiting staff to the project of Bounce Fitness are given below:

1. Create some compelling descriptions of the job.

2. Know the requirements in  the process of recruitment

3. Hold the center of assessment

4. Prepare the process of induction

5. Initiate the program of mentorship

6. Perform the analysis of skill-gap

7. Organize the greet and meet

8. Give the handbook to employees


We will make sure that the members of staff are completely trained and also know all expectations that should be met by conducting practical assessments and observing the performance of the staff. After these assessments, constructive feedback will be provided to them so that they can work on areas of improvement (Farquhar, 2014).


8) Describe your planned strategies for acquiring physical resources and services if necessary for the implementation of your plan. (approx. 20 words)


Answer: The planned strategies to obtain physical services and resources are given below:

1. By negotiating with some other functional or project managers

2. By obtaining all physical resources or services from mainly outside the market of the organization.

3. By making virtual teams and making plans with them

4. By confirming the availability of resources

5. By making calendars of resources of the project (Farquhar, 2014).



9) How will you ensure that intellectual property rights are not breached during recruitment and acquisition of resources and services? (approx. 20 words)




Bounce Fitness will follow the Australian Government’s guidelines for intellectual property protection and for securing the IP some of the measures will be taken:

1.      Bounce fitness IP will be identified first.

2.      Know what options Bounce Fitness offers – Understand the various types of IP and their advantages. For example, patents protect inventions, and registration of designs protects their design. Registered trademarks include brand names, logos, sound and scent patterns, packaging, and even packaging design elements.

3.      All the things will be kept private and confidential.

4.      The idea and brand of bounce fitness will be protected by registering it.

5.      In commercialization, extra care will be provided.

6.      The cost of the bounce fitness will be tracked down.

7.      The market for bounce fitness will be researched.

8.      The commercialization strategy will be worked out.

9.      Be cautious about infringement (Su, et al., 2022).



Part C – Motivating and Reviewing


10)  In Question 3 you developed systems and processes to measure the key performance indicators of your plan. Describe how you will monitor and review each in terms of expected productivity and profit plans and targets. (approx. 30 words)



Each term of expected productivity and profits plans and targets will be monitored by analyzing the requirements of training for each staff member with the bounce fitness manager. It will help to know where the need for training is and what are the things which need to be finished or done.

A training register will be also used. It will help to track the progress of the staff members and the areas where there was a need to develop. On the regular basis work in progress will be reviewed and timely feedback will also be provided to the staff members and self-monitoring tools will also be used for helping the employees (Bagnoli, 2019).


Goals Objectives Personnel Measurement
Improve the skills of communication 1) Keep the communication channel open.

2) Conduct the legal meeting and always welcome the feedback and listen carefully to what the other person is saying.

Personal trainers 1) Feedback from managers

2) Regular meetings

Improve the customer relationship 1) With the customer try to be professional. Try to understand their needs and wants and then provide their services according.

2) If got any complaints then try to resolve them complain as soon as possible.

Front desk and customer care 1) Feedback from customers

2) Training to improve customer service




11)  Access the financial information that describes the profitability expectations of Bounce Fitness. Comparing this to the budget supplied, review the plan in terms of what would ideally be expected and how it could be achieved. (approx. 50 words)



To ensure that Bounce Fitness moves in the right direction throughout this 3-month project, KPIs will be set up for the project to determine if the project succeeded. The KPI of bounce fitness includes the goals of customer satisfaction and financial information of bounce fitness.

It could be achieved by promoting a healthy and fit lifestyle to citizen who is above the 50 age. It will help bounce fitness expand its markets (Denniston, et al., 2018).



12)  Look again at all the systems and processes and for each, detail how you will manage underperformance. (approx. 30 words)



Underperformance will be managed by-


1) By identifying the problem,

2) Assessing and analyzing the problem

3) Meeting will be done with the staff members.

4) Solution will be discussed.

5) Decision will be reviewed and monitored.


13)  How will you monitor and support individuals? Detail how you would identify underperformance in staff or teams and how you will manage this and support them. (approx. 100 words)



To monitor the individuals self-monitoring tools can be used and for supporting them timely feedback can be provided to them and training can be provided if required. Motivational seminars can be also conducted for the staff members it will help to boost their morale and work activities can be also conducted it will help to work them with a fresh mind and without any stress.

In the team and staff underperformance can be identified by observing their performance. If staff or team is struggling in achieving their personal and organizational objectives, then they are underperforming. When the team or staff is making repeated mistakes and when they are failing in demonstrating the required initiative for their roles.

This will be managed by setting clear goals and providing them guidance on where they are going wrong and how they can make improvements (Bearman, et al., 2018).




14)  If you see areas requiring variations to the plan, who would you communicate this to and by what means? How will you record the performance of staff? (approx. 50)



If some of the areas are identified which required variation to the plan, then it will be communicated to the CEO of bounce fitness. Changes can be discussed and communicated to the CEO in a meeting or through telephonic communication. Performance of staff will be recorded in the employee performance register.



End of Assessment.




Bagnoli, C. (2019). Authority as a contingency plan. Philosophical Explorations22(2), 130-145.

Bearman, M., Castanelli, D., & Denniston, C. (2018). Identifying and working with underperformance. Learning and Teaching in Clinical Contexts: A Practical Guide, 236.

Farquhar, G. (2014). The recruiting officer. A&C Black.

Padilla, V. S., & Freire, F. F. (2019). A contingency plan framework for cyber-attacks. Journal of Information Systems Engineering & Management4(2), 2-7.

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

Su, Z., Wang, C., & Peng, M. W. (2022). Intellectual property rights protection and total factor productivity. International Business Review31(3), 101956.

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