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BSBMGT517 Manage operational plan

Assessment requirements

  • A cover sheet
  • Contents page
  • Your plan
  • Gantt chart
  • An appendix with all the documents required

1.      Mission of the operational plan

2.      Resource requirements to attend the Good Food and Wine Show3.      Research and list what is required to protect your intellectual property i.e.  tomato chilly jam recipe, refer to

4.      Setting deadlines for the preparation of the good food and wine show

5.      Setting KPIs

6.      Identifying and acquiring physical assets

7.      Human resources requirement (recruiting, inducting and developing personnel)

8.      Allocating budgets

9.      Communication strategy with the Good Food and Wine Show company

10.  Consider the risks you might come across throughout the operational plan and the contingency you could put in place for each risk

11.  Monitoring Tool (Gantt Chart)

12.  What students need to submit:

13.  Your plan needs to be presented professionally in a word document

14.  Your document needs to include the following:

Operational Plan

1) The mission of the operation is to provide personnel to the organization that represents a clear picture of the responsibilities and the task that is in line with the objectives and goals within the strategic plan (Towbin, et al., 2018).

2) Resources required in order to attend the upcoming program are capital, raw materials that will be required to make items, human resources, and equipment that can be used to prepare the food.

3) To protect intellectual property there is a need to trademark the product, place copyright, add patents, and add trade secrets to protect the property (Towbin, et al., 2018).

4) It is really important to set a timeline or deadline that can be used in the efficient preparation for the event. Because then only the cafe will get the time to monitor the arrangements that have been made. There are approx. three months left in the program so the implementation of the plan must be done within one and half months.


Yes NO

Return on assets. 22/08/2022 30/08/2022       Yes
Net profit margin % 22/08/2022 30/08/2022       No
Operating expenses ratio 22/08/2022 30/08/2022        Yes
Sales target 22/08/2022 30/08/2022        Yes
Customer Acquisition cost 22/08/2022 30/08/2022        Yes
Customer percentage that is marketing originated 22/08/2022 30/08/2022         No
Return on the spend of Advertising 22/08/2022 30/08/2022         Yes


6) To acquire and identify physical assets the company need to understand what are the things that will be a necessary to include as a part of the program it can be equipment’s that can be used to prepare the dish, Place where it will be prepared, Utensils in which it will be presented, menu card.

And some intangible physical assets like brand names, trademarks, customers list, trade secrets, patents, etc.

7) Budget Allocation

Physical assets



Budget amount Actual amount Variation
Equipment’s $ 2000 $ 1800 $ 200
Trade mark $ 3000 $ 2500 $ 500
Patent $ 2500 $ 2300 $ 200
Food purchase $ 4000 $ 3200 $ 800
Alcohol purchase $ 8000 $ 7100 $ 900
Raw ingredients $ 3000 $ 2400 $ 600
Menu card $ 2000 $ 1600 $ 400
Wages $ 18000 $ 16000 $ 2000
Coffee purchase $ 3500 $ 3400 $ 100

Explain how you are going to allocate your Budget:

  1. a) Set goals according to the plan (Oliver & Nin, 2019).
  2. b) Create plan for the program in which the cafe wants to participate
  3. c) After this calculate the return on investment (ROI) and expected costs
  4. d) Allocate all the spending as per the need identified
  5. e) At last track the campaigns and refine the strategies that are made (Oliver & Nin, 2019).

8) As per the increase in the workload there may a necessity of acquiring some human resource like recruiting more employees like waiters, chef, kitchen hand, and developing and inducting personnel.

9) It refers to the plan that is required for communicating with the targeted business and audience

  1. a) Identify whom to talk with
  2. b) Where and how do we need to talk
  3. c) Consider the way in which there is a need to talk
  4. d) Identify the form of communication
  5. e) And at last there is a need to identify the channel that can be used for communication


What are the RISKS What can you do
Risk of competition Deeply research about your competitor
Risk of Financial threat Analyse all the financial factors and set KPIs
Risk of recruiting bad quality of staff Before Recruiting ask the suggestion of other members (Hopkin, 2018).
Risk of breaching the deadline Set a system that helps to schedule the time for every task
Risk of breach of any legislation Try to include many people in the decision making.
threat related to theft of the key product Try to incorporate trademarks, patent and copyright (Hopkin, 2018).
Risk of lowering the image of the brand Do not give a chance to a bad mouth and maintain the quality of products and services provided.

11) Monitoring Tool


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

Oliver, L., & Nin, E. (2019). 10 Steps to Successful Budgeting. American Society for Training and Development.

Towbin, A. J., Perry, L. A., Moskovitz, J. A., & OConnor, T. J. (2018). Building and implementing an operational plan. Radiographics38(6), 1694-1704.

Assessment 2 Manage operational plan

 Written Assessment

Trainee Name
Trainee ID Number
Trainer/ Assessor Name
Submission Attempt Attempt 1 – Attempt 2 – Attempt 3 –

 Trainee Declaration:

“I hereby certify that:

  • This assessment is my own work based on my personal study/research, in my own words.
  • I have cited all sources and material used to assist my research for this assessment.
  • I have not copied or plagiarized any part of this assessment from another student.
  • I or any other student has not submitted this assessment previously.
  • I have kept a copy for my own records.
  • I am aware of the availability of reassessment consistent with the Institute’s Reassessment Policy.
  • I understand my right to appeal the assessment or reassessment outcome, as per the Institute’s Complaints and Appeals Policy.
Trainee Initials Date
1 Why is it important to develop an Operational Plan for a business venture?
It helps outline the targets and activities that can be carried out by the organization so that it can achieve its objectives and aims that are set in the strategic plan. It helps to provide a framework related to the day to day operations of the organization.
2 List FOUR (4) Key Result areas on which a business should focus (LAW, 2017).
1) Projected revenue

2) Profit margin

3) Growth rate

4) Customer retention rate

3 Explain in detail what actions you would take if customers started complaining about the quality of your food. Include customer satisfaction considerations in your answer.
1) Talk with them and identify the reason for the complaint

2) Identify the action that could be taken

3) Thank them for providing the feedback

4) Apologize for the service provided

5) Implement the solution and provide them with the quality they need (LAW, 2017).

4 What legislation(s) do you need to be aware of when developing an operational plan?
1) Fair work practices

2) Anti-discrimination Act

3) Safety and occupational health

4) Privacy Act

5) WHS legislation

5 Explain how you would recruit select and induct the right staff according to your organizational policies and procedures.
 1) Recruit the staff that suits the company’s culture

2) According to the requirement create a job description

3) Prepare their interview

4) Try to look beyond the CV

5) After that bring them onboard

6) Conduct an induction progra

6 Write a definition of a Contingency plan
A contingency plan refers to the course of action that is designed to respond to the organization effectively, it helps to signify the future events, situations, or incidents that may not or may happen.
7 How does a business go about protecting brand names, trademarks and intellectual property?
1) Register the Domain Name of the company

2) Trade mark the business logo and name

3) Try to use your brand name everywhere

4) Continuously Monitor the brand

5) Deal with the company infringement immediately

8 With whom should the operational plan be shared? List all stakeholders who need to be aware of the operational plan.
The operational plan should be shared with the director, CEO, Senior Staff, and the employees who will be impacted by it.
9 Suggest ways in which an operational plan can be effectively monitored.
1) Compare the planned performance with the actual performance

2) Document differences between planned and actual performance

3) Identify the reasons for the analyzed differences

4) Alter the operational plan and implement strategic actions to adapt the performance.

10 What financial reports will you require to effectively monitor the implementation of your operational plan?
Reports based on the financial statement and metrics help to effectively monitor the implementation of the plan like

Balance sheet

Cash flows

Income statement

11 There are many ways to measure the success of your operational plan. Include at least FOUR (4) Key Performance Indicators (KPIs) you would use to measure success.
1) CPA (Cost-per-Acquisition)

2) Lead conversion ratio

3) Lead-to-opportunity ratio

4) Absenteeism rate

12 What policies, procedures or practices relate to an operational plan?
1) WHS policy

2) Consultation and communication procedure

3) Objective procedures and safety planning

4) Hazard identification procedure.

13 Describe TWO (2) models and methods you could use to develop an operational plan.
1) Process model based on basic strategic planning- It helps to identify the purpose, and action plans, and update and monitor plans.

2) Model based on the strategic model – It helps to identify the major goals and issues

Helps to review the vision, mission, and company’s value

And helps to establish a budget (Blunden & Thirlwell, 2012).

14 How can an operational plan help achieve the objectives your organisation has established?
The operational plan helps to outline the targets and activities that can be carried out by the organization that can help in achieving the objectives and aims that are outlined in the strategic planning.

It provides a day-to-day operational framework.

15 What elements do you need to consider when creating a budget?
1) Income- it is the most basic element considered in the budget

2) Flexible expenses

3) Fixed Expenses – These are unchangeable and on which we can little control

4) Unplanned savings and expenses (Blunden & Thirlwell, 2012).

16 Analyze and interpret the budget below and calculate the variances.

Suggest ways you could improve each variance.

Mary’s food truck Budget and Actual from September 2017
Income Budget Actual Variance Ways to improve
Food sales  $          25,000  $          31,345  $ 6345 By advertising
Coffee sales  $          12,500  $            9,275  $ 3225 By providing any offers
Cold drinks sales  $             5,000  $            8,250  $ 3250 By advertising
Alcohol sales  $          17,500  $          19,250  $ 1750 By offering something with it
Expenses Budget Actual   Variance Ways to improve
Food purchases  $       7,250  $ 9,716  $ 2466 By finding suppliers who provides a same product at low price
Coffee Purchases  $             3,000  $ 2,318  $ 682 By purchasing a huge amount


Cold drinks Purchases  $             1,650  $            2,723  $ 1073  

By finding a supplier who provides the same product at a low price

Alcohol Purchases  $             3,500  $            3,850  $ 350 By purchasing a huge amount


Wages  $          18,000  $          19,074  $ 1074 By improving their efficiency


17 What are the steps involved in creating a budget for an operational plan?
1) Assess the financial resources

2) Determine the expenses caused

3) After this set goals

4) Create a plan to implement it

5) Pay it first to own self

6) At last track the progress made.


Blunden, T., & Thirlwell, J. (2012). Mastering Operational Risk: A practical guide to understanding operational risk and how to manage it. Pearson UK.

LAW, J. (2017). Operational Plan.


Assessment 3 Manage operational plan

1) There is a need to recruit and train the staff according to the requirements of the program and the Vit cafe. For the training needs the cafe need to identify the areas of improvement in the staff like lack of creativity, communication, etc.

And to recruit the staff the cafe needs

  1. a) to prepare the job description of the post on which there is the need for recruitment, then they need to advertise it (Osborne & Hammoud, 2017).
  2. b) evaluate the CV
  3. c) Select the one who has much potential
  4. d) Organize the interview with the selected candidates.
  5. e) With the consultation of the members select the suitable employee
  6. f) At last to make them aware of the cafe’s policies and procedure conduct an induction program (David, et al., 2017).

2) To protect the intellectual property the cafe needs to

  1. a) Make Copyright claims
  2. b) Add patents
  3. c) Set trademarks for tags and logos
  4. d) Try to use the name of the brand everywhere (Phillips & Moutinho, 2014).

3) Steps to acquire services and physical resources:

  1. A) First, we need to determine the resources that are required to perform the work.

For example

  1. a) Employees – Find and select the proper human resource that is required for the performance of the task.
  2. b) Materials – Identify the materials required for implementing the plan.
  3. c) Identify the equipment’s required for the program (Phillips & Moutinho, 2014).
  4. d) Facilities- facilities that are required for the attribution of the project like budgeting, leasing, administration, etc.
  5. B) Acquire the resources related to
  6. a) Procurements needs (David, et al., 2017).
  7. b) Resource budgets
  8. c) Human resources
  9. d) Advertising methods and media
  10. e) Selection of the contractor who will provide the raw materials
  11. C) Manage the resources identified

Once all the necessary resources are acquired they need to be managed to ensure that they contribute in achieving the maximum level in performance.

For example, managing resources like: Human resource, Equipment and tools, terms with the contractors, and facilities that are required to maintain the conditions.

  1. D) At last there is a need to control the usage of resources by implementing the methods that are used for controlling and monitoring the resources.

4) Contingency planning

What are the RISKS What can you do
Risk of competition Deeply research about your competitor
Risk of Financial threat By setting KPIs (Hulthén, et al., 2016).
Risk of breaching the deadline Monitor the process at every stage of the process and planning
threat related to theft of the key product Try to incorporate trademarks, patent and copyright.

5) Negotiation Variations

There is a need to acquire methods by which the cafe can achieve its goals without the disagreement of the client. It requires studying human nature, and facts and helps to develop the ability to present the agreements logically.

6) Documentation that are required for the implementation of the plan are

  1. a) Reviewing the strategic plan
  2. b) Setting objectives and goals
  3. c) Indicators that are identified
  4. d) Reporting the new system identified
  5. e) Documentation of the process

7) Monitoring the Tool

ASSESSMENT 3 – Implement strategies of the plan

What you need to submit:

  • Write a report (500-800 words) that outlines what steps need to be followed to complete each area.
  • Make sure you clearly use each of the above areas as your headings and then the strategies involved
  • Include a cover page, contents page and an appendix

Including the following areas:

1.      Human resources requirement (recruiting, inducting and developing personnel)

2.      List what steps are required to protect your intellectual property for your tomato chilli jam recipe, refer to

3.      Steps involved in acquiring physical resources and services

4.      What Contingency planning would you put in place

5.      Negotiating variations

6.      Documentation required to implement the operational Plan

7.      Monitoring Tool (Gantt Chart)


There are many things to be outlined at the time of implementing the operational plan so there is a need to implement the plan in a way that it helps to fulfil the requirements of the project that can contribute in the further growth of the company.

At first, we need to consider the requirement based on the human resource

For this a) Identify the job need in the cafe

  1. b) Make a job description that outlines the requirements of the cafe
  2. c) Conduct interview of the selected candidate (Osborne & Hammoud, 2017).
  3. f) Identify the potential candidate with the help of other team members.
  4. g) At last for the selected candidate conduct an induction program

For protecting the intellectual rights of the Cafe, the cafe needs to trademark their products, patent their name and logo, Set copyright claims.

For acquiring the physical resources there is a need to

  1. a) There is a need to determine the resources that are required
  2. b) After that acquire the resources
  3. c) Then there is a need to manage the resources
  4. d) And at last there is a need to control the usage of resources.

To place the contingency planning there is a need to

  1. a) Prepare a list of identified risks (Huang & Lee, 2020).
  2. b) According to their severity place them in order
  3. c) Generate a contingency plan for it
  4. d) Get the approval of everybody
  5. e) Implement the measures identified
  6. f) Monitor the contingency plan and if required then do a follow up for it (Huang & Lee, 2020).

For the documentation of the operational plan there is a need to

  1. a) Reviewing the operational plan
  2. b) Setting the objectives and goals of the cafe as per the need identified
  3. c) Budgeting
  4. d) Implementing leading indicators
  5. e) Communicating with the team and taking their feedback
  6. f) Documenting the progress made
  7. g) And at last adjusting it according to the necessity.

And at last for the implementation of the strategic plan there is a need to implement monitoring tools that can help to monitor each and every process so that plan can be implemented at a desired timeframe and the cafe can conclude better results out of it.


David, F. R., David, F. R., & David, M. E. (2017). Strategic management: concepts and cases: A competitive advantage approach (p. 127). Pearson.

Phillips, P., & Moutinho, L. (2014). Critical review of strategic planning research in hospitality and tourism. Annals of Tourism Research48, 96-120.

Osborne, S., & Hammoud, M. S. (2017). Effective employee engagement in the workplace. International Journal of Applied Management and Technology16(1), 4.

Hulthén, H., Näslund, D., & Norrman, A. (2016). Framework for measuring performance of the sales and operations planning process. International Journal of Physical Distribution & Logistics Management.

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