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Facilitate continuous improvement BSBSTR502

 

Student Declaration

To be filled out and submitted with assessment responses

◻   I declare that this task and any attached document related to the taskis all my work and I have not cheated or plagiarised the work or colluded with any other student(s)

◻   I understand that if I am found to have plagiarized, cheated or colluded, action will be taken against me according to the process explained to me

◻   I have correctly referenced all resources and reference texts throughout these assessment tasks.

◻   I have read and understood the assessment requirements for this unit

◻   I understand the rights to re-assessment

◻   I understand the right to appeal the decisions made in the assessment

 

 

 

Unit Title

Unit Code

Student name
Student ID number
Student signature Date
Task Number

 

——OFFICE USE ONLY—–

For Trainer and Assessor to complete:

 

◻   Student requested reasonable adjustment for the assessment

 

 

 

Completed successfully

 

Did the student satisfactorily:

Comments Y N DNS
The student has satisfactorily completed and submitted the following:

 

·         PowerPoint presentation in Task 2.1

·         Observation checklist in Task 2.1

·         Updated CI policyin Task 2.1

·         Summary of key actions for CI initiatives in Task 2.1

·         Plan-Do-Check-Act approach for one CI initative in Task 2.1

·         Populated CI register in Task 2.1

·         Email to CEO  in Task 2.1

·         Decision making process in Task 2.2A

·         Email to management in Task 2.2A

·         Outline of knowledge management system in Task 2.2B

·         Peer-Review form in Task 2.2B

·         Process to confirm staff is informed of CI outcomes in Task 2.2C

·         Action plan in Task 2.2C

·         Evaluation of systems and processes in Task 2.2D

 

 

 

Demonstrated ability to:

·         Identify current systems and processes that facilitate continuous improvement

·         Identify and define improvement needs and opportunities for the organisation

·         Develop strategies for continuous improvement and encourage team members to participate in decision-making processes

·         Develop new systems and processes that facilitate continuous improvement according to improvement needs and opportunities

·         Confirm relevant systems and processes meet organisation sustainability requirements

·         Coach individuals and teams to implement and support continuous improvement systems and processes

·         Identify and evaluate ways in which planning and operations could be improved

·         Make recommendations and communicate strategies to relevant stakeholders

 

This is evidenced by:

·         PowerPoint presentation in Task 2.1

·         Observation checklist in Task 2.1

·         Updated CI policing Task 2.1

·         Summary of key actions for CI initiatives in Task 2.1

·         Plan-Do-Check-Act approach for one CI initiative in Task 2.1

·         Populated CI register in Task 2.1

·         Email to CEO  in Task 2.1

 

 

Demonstrated ability to:

·         Develop knowledge management systems to capture team progress, insights and experiences from business activities

·         Confirm team progress, insights and experiences are captured and accessible using knowledge management systems

 

This is evidenced by:

·         Outline of knowledge management system in Task 2.2B

·         Peer-Review form in Task 2.2B

 

 

Demonstrated ability to:

·         Develop decision-making processes to assist continuous improvement and communicate to relevant stakeholders

·         Communicate strategies to relevant stakeholders

 

This is evidenced by:

·         Decision making process in Task 2.2A

·         Email to management in Task 2.2A

 

 

Demonstrated ability to:

·         Develop strategies for continuous improvement and encourage team members to participate in decision-making processes

·         Develop new systems and processes that facilitate continuous improvement according to improvement needs and opportunities

 

This is evidenced by:

·         PowerPoint presentation in Task 2.1

·         Observation checklist in Task 2.1

·         Updated CI policing Task 2.1

·         Summary of key actions for CI initiatives in Task 2.1

·         Plan-Do-Check-Act approach for one CI initiative in Task 2.1

·         Populated CI register in Task 2.1

·         Email to CEO  in Task 2.1

·         Decision making process in Task 2.2A

·         Email to management in Task 2.2A

·         Outline of knowledge management system in Task 2.2B

·         Peer-Review form in Task 2.2B

·         Process to confirm staff is informed of CI outcomes in Task 2.2C

·         Action plan in Task 2.2C

·         Evaluation of systems and processes in Task 2.2D

 

 

Demonstrated ability to:

·         Establish processes that confirm team members are informed about continuous improvement outcomes

 

This is evidenced by:

·         Process to confirm staff is informed of CI outcomes in Task 2.2C

·         Action plan in Task 2.2C

 

 

When collaborating with the group, the student has actively participated in group work with a substantial contribution that can be assessed individually for all the requirements of this task.  

 

 

Task Outcome:                 Satisfactory  Not Yet Satisfactory

 

Student Name:

 

Assessor Name:

 

Assessor Signature:

 

Date:

 

Table of Content

 

Student Declaration. 2

Task 2 – Establish continuous improvement systems and processes. 7

Task 2.1 CI initiatives and practices. 10

Task 2.2 CI strategies, processes and systems. 14

References. 18

Appendix 1 – Scenario. 18

Appendix 2 – CI Policy. 27

Task 2 – Establish continuous improvement systems and processes

 

Task summary and instructions

 

What is this assessment task about? You have been engaged as a consultant by MMI Education (Appendix 1) to improve sustainable workplace practices and to introduce continuous improvement systems and processes across the organisation.

 

This task comprises of the following assessment methods:

o   Product-based

o   Direct observation of Role-Play

o   Case Study

o   Other (specify)

 

It has been designed to evaluate your ability to/competency in:

 

·         Identify current systems and processes that facilitate continuous improvement

·         Identify and define improvement needs and opportunities for the organisation

·         Develop decision-making processes to assist continuous improvement and communicate to relevant stakeholders

·         Develop strategies for continuous improvement and encourage team members to participate in decision-making processes

·         Develop knowledge management systems to capture team progress, insights and experiences from business activities

·         Develop new systems and processes that facilitate continuous improvement according to improvement needs and opportunities

·         Establish processes that confirm team members are informed about continuous improvement outcomes

·         Confirm relevant systems and processes meet organisation sustainability requirements

·         Confirm team progress, insights and experiences are captured and accessible using knowledge management systems

·         Coach individuals and teams to implement and support continuous improvement systems and processes

·         Identify and evaluate ways in which planning and operations could be improved

·         Make recommendations and communicate strategies to relevant stakeholders

 

Your assessor will be looking for demonstrated evidence of your competency in the above.

 

You are required to address the following:

·         Task 2.1 CI initiatives and practices

  • Train staff on CI
  • Brainstorm and plan for CI initiatives to improve sustainability practices in the workplace
  • Communicate improvement to executive management

·         Task 2.2CI strategies, processes and systems

  • Develop and establish CI strategies, processes and systems

 

Although the assessment requires group collaboration to simulate a work environment, the assessment submission is individual, and it will be marked as such.

What do I need to do to complete this task satisfactorily? ·         submit the completed assessment tasks, according to instructions,

·         complete the tasks with sufficient detail and professionally present them,

·         use your own words and reference sources appropriately,

·         meet the word count where required,

·         use the scenario provided,

·         use the templates provided where required,

·         for your performance to be deemed satisfactory in this assessment task you must satisfactorily address all of the assessment criteria,

·         if part of this task is not satisfactorily completed you will be asked to complete further assessment to demonstrate satisfactory performance.

 

Specifications You must deliver/participate in:

 

·         Presentation to and training of management in week 3 (Role-Play)

 

You must submit to GOALS

 

·         PowerPoint presentation

·         Observation checklist

·         Updated CI policy

·         Summary of key actions for CI initiatives

·         Plan-Do-Check-Act approach for one CI initative

·         Populated CI register

·         Email to CEO

·         Decision making process

·         Email to management

·         Outline of knowledge management system

·         Peer-Review form

·         Process to confirm staff is informed of CI outcomes

·         Action plan

Evaluation of systems and processes

Resources and equipment •        Computer with Internet access

•        Access to Microsoft Office suites or similar software

•        Learning material

•        Scenario for assessment as provided

•        Relevant policies and procedures as provided

•        Templates as provided

 

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.

 

 

 

Complete the following activities:

You have been engaged as a consultant by MMI Education (Appendix 1) to improve sustainable workplace practices and to introduce continuous improvement system and processes across the organisation.

The sustainable workplace practices include:

  • Encourage sustainable eating habits by minimising the use of disposable containers
  • Go paperless
  • Manage food waste at work using brown bin solutions
  • Implement energy savings policies
  • Encourage the use of sustainable transportation to work

To do so, you will:

  • Apply continuous improvement (CI) processes and systems
  • Encourage departmental managers to participate in the decision-making process and commit to the improvements
  • Coach and mentor departmental managers on CI
  • Ensure that insights and experience from the sustainability activities are captured and shared
  • Develop strategies, systems and processes to implement and sustain a continuous improvement culture

 

Task 2.1 CI initiatives and practices

 

Meet with the departmental managers and use part of the meeting to deliver a training session using coaching and mentoring techniques to ensure that the managers understand what CI is and its value for the organisation.

The format of the meeting will assist the managers in:

  • Being ready to implement and support the CI initiatives, and
  • Contributing to the business decision-making process.

 

  1. Review the scenario (Appendix 1), the existing CI policy (Appendix 2), the learning material and conduct independent research. Prepare a training session for the managers to cover:
  • The definition of continuous improvement.
  • The benefits of implementing continuous improvement systems and processes in the workplace.
  1. Two continuous improvement models that may be suitable for the organisation. You may consider Plan Do Check Act, DMAIC or TQM approaches to CI.
  2. Prepare to illustrate the current CI policy and discuss proposed improvements.
  3. Prepare to conduct a brainstorming session about improving sustainability in the workplace:
  • Encourage sustainable eating habits by minimising the use of disposable containers
  • Go paperless
  • Manage food waste at work using brown bin solutions
  • Implement energy savings policies
  • Encourage the use of sustainable transportation to work
  1. Prepare to facilitate a collaborative planning session to discuss how to implement the sustainability initiatives using a Plan Do Check Act approach.
  2. Prepare to obtain a commitment to the CI initiatives from managers.
  3. Prepare to negotiate and agree on responsibilities.

Schedule a time with the trainer and assessor in week 3 of class and facilitate the meeting with the managers.

A group of classmates (3-4) will play the role of the managers in simulated work conditions.

Take turns to present, facilitate and train the managers (instructions provided below).

The trainer and assessor will evaluate your performance during the training session.

If you are absent from class, it is your responsibility to make alternative arrangements with the trainer and assessor to perform the Role-Play.

Duration: 60 – 90 minutes (for all classmates to present and facilitate the meeting taking turns)

Before the training session

  • Prepare a PP presentation to cover all the required points. Submit the PP with your assessment.
  • Prepare to train the managers.
  • Review the current CI policy and identify improvements.
  • Prepare to facilitate the brainstorming and planning session.

During the training session

  • Present and train the managers on:
  • The definition of continuous improvement.
  • The benefits of implementing continuous improvement systems and processes in the workplace.
  • Two continuous improvement models/approaches.
  • Present and discuss:
  • The current CI policy and improvements. Make decisions on what improvements implement in the current policy.
  • Facilitate a brainstorming session about improving sustainability in the workplace. Each student in the Role-Play group to facilitate the discussion on ONE of the topics below:
  • Encourage sustainable eating habits by minimising the use of disposable containers
  • Go paperless
  • Implement energy savings policies
  • Encourage the use of sustainable transportation to work

All initiatives must be covered, so split the topics among the group members.

The outcomes of the brainstorming session must include:

  • There are three key actions for each sustainability topic to implement the CI sustainability initiative in the workplace.
  • A plan for the implementation of each sustainability initiative using a Plan-Do-Check-Act approach.
  • A commitment to the implementation of CI initiatives to improve sustainability in the workplace and agreed responsibilities.
Date – 08/03/2022

Time – 11:00 am

Duration – 10 min

Agenda – Facilitate Continous improvement

Attendees – Consultant, project associates and team members

Consultant – good morning, sir.

Project – good morning

Team member – good morning, sir.

Consultant – Today, I held the meeting to provide data related to continuous development. There are some slides that I created to explain the methods and actions that we use to continuous improvement in the organisation.

 

 

 

 

 

 

 

Project associate – it is the best suggestion we must implement this policy.

Consultant –Thank you

Have a nice day

After the training session

  1. Document the improved CI policy and procedures.

Copy and paste the improved policy in the space provided below. Use a red font to highlight the updates/improvements.

 

Policies and procedures developed by the organisation for the improvement of the business such as

1. Research on the demand of the students or clients to satisfy their needs or expectations.

2. Develop methods and observe the activities of the team member to improve the working procedure of the organisations.

3. Use the kPI to measure the performance of the key processes.

4. Organisation manage their business activities by considering the real facts instead of opinions.

5. Organisations try to decline in the cycle time of work in all the parts of the business.

6. Consultants of the MMI must encourage the employees to teamwork to achieve the goals or targets of the business.

7. Organisation must conduct the rewards and recognition program to promote the efforts of improvements.

8. Organisation must implement the diversity policy in the organisation or develop the culture where all the stakeholders of the business must take participate in the improvements activities.

9. All the senior stakeholders of the business must build a good working relationship or business relationship with the employees and other stakeholders.

10. Organisation must encourage all the stakeholders to use the open communication method while communicating with each other. Open communication methods help people by building a good working relationship between team members and senior stakeholders(Meteab, et al., 2020).

11. Organisations must try to establish sustainable workplaces to reduce the wastage of resources and also achieve organisational goals.

 

  1. Summarise the key actions to implement the CI initiatives.
CI initiative Key actions (Three/CI initiative)
Encourage sustainable eating habits by minimising the use of disposable containers 1. Conduct Motivational meetings to motivate the staff to use the reusable containers.

2. Implement the sustainability policy and procedures (Meteab, et al., 2020).

3. Purchase the brown bins to recycle the waste.

Go paperless 1. Introduce new technology in the workplace.

2. Training related to the operate the digital technology.

3. Encourage the team member to adopt the changes to complete the work.

Implement energy savings policies 1. Encourage the subordinate to switch off all the electric appliances after use.

2. Put the computer in hibernation mode.

3. Implement the sustainability policies and procedures.

Encourage the use of sustainable transportation to work 1. Motivate the stakeholder to use public transport.

2. Implement the sustainability policy.

3. Share each other vehicles while coming to the workplace (Paraschivescu& COTÎRLEȚ, 2015).

 

  1. Document the Plan-Do-Check-Act approach for one of the CI initiatives (the CI initiative you facilitated the brainstorming session for).
CI Initiative: Go paperless
Plan

Recognise the opportunity and plan a change

The consultant and operation manager of the MMI must identify the best alternative option to reduce the usage of the paper.
Do

Test the change.

The organisation must implement the new technology to reduce the paper. Before introducing the new technology, the company must check whether the technology that they want to introduce is good for the business or not.
Check

Review the test, analyse the results, and identify what you’ve learned.

After testing the technology, the organisation must analyse the result and introduce the new technology in the company.
Act

Take action based on what you learned in the study step.

After introducing the technology, the corporation must deliver training to the team member and monitor whether the expertise is beneficial for the organisation or not(Paraschivescu& COTÎRLEȚ, 2015).

 

  1. Update the CI register below, adding the improvements that were discussed during the training session:
  • CI initiatives to improve sustainability practices
  • Improvements to the CI Policy
Date Suggested Improvement CI Category Actions Timeline Responsibility Completed Y/N
07/03/2022 Encourage sustainable eating habits in the workplace. Feedback of the business. Encourage the staff to use the sustainable container that person can reusable. 3 days Project manager Y
10/03/2022 Saving energy. Feedback of the business. Encourage the staff to put the computer in hibernation mode (Owen, 2013). 2 days Consultant Y
12/03/2022 Go paperless Feedback of the business. Introduce digital technology in the organisation. 2 days Consultant Y
14/03/2022 Sustainable transportation Feedback of the business. Inspire the staff to public transportation. 2 days Consultant Y

CI Categories: Industry Engagement Feedback; Audit Feedback; Complaint Feedback; Staff Feedback

  1. Write an email to the CEO.

 

The email (Template 1) must address the following:

  • Inform the CEO about the CI initiatives to improve sustainability practices in the organisation.
  • Inform the CEO of the proposed improvements to the existing CI policy.
  • Identify, evaluate and communicate to the CEO ways in which planning and operations could be improved.
  • Explain how the change and improvement processes meet sustainability requirements.

Sustainability requirements may include:

  • Partnership with employees
  • Waste and energy management
  • Sustainable procurement
  • Sustainable financial practices
  • Compliance with legislation and regulations
  • Social impact

 

  • Attach the CI Register to the email.

 

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

(100-150 words)

Template 1 -Email

 

Email to the CEO
To:CEO@au.in
Cc:BOD@au.in
Bcc:
Subject: Sent CI register to the CEO
Date email is sent: 07/03/2022
Attachments:
Respected sir,

I hope this mail finds you well. I develop the Continuousdevelopment register to provide information related to continuous improvement and action that we take to implement the improvement. Kindly please review the improvement plan and give the approval toimprove it.

Kind regards

Consultant manager

 

 

Task 2.2 CI strategies, processes and systems

 

Develop CI strategies, processes and systems:

  1. Develop and communicate a decision-making process to assist with CI in the organisation.

 

  1. Develop the decision-making process.

 

The Decision-making procedure is the type of system that MMI company use to decide on continuous improvement. To conduct this process, the company invite all the stakeholder of the business and make decisions to improve the performance of the business (Owen, 2013).

 

  1. Communicate the decision-making process.

 

Write an email (Template 1) to the Board of Directors, and the departmental managers to inform them of the decision-making process.

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

(50-100 words)

Template 1 -Email

 

Email to the Board of Directors and Departmental Managers
To: Board of director
Cc: Departmental managers
Bcc:
Subject: Decision making process
Date email is sent: 07/03/2022
Attachments:
Respected sir,

I hope this mail finds you well. I want to implement the collective decision making process or system. To conduct this process, we must invite all the internal stakeholders of the business whether they are superior or subordinate to get their valuable suggestions on continuous improvement in the organisation and also to improve the performance of the business. Kindly please consider my request and approve the same.

Kind regards

Consultant manager

 

  1. Outline and test a knowledge management system that can be used in the organisation to capture staff progress, insights and experiences from business activities.

 

  1. Outline the system.

(50-100 words)

 

The knowledge management system is the type of IT system that MMI use to improve team performance, understand between the employees, update the knowledge of the employees, etc. This system is also used to share information to the team member related to the business processes and demand or expectations of the clients (Wolniak, et al., 2017).

 

 

  1. Test the system.

Ask one of your classmates to play the role of a manager in the organisation and provide feedback on the system outlined in Task 2.2B1.

Ask the classmate to peer-review the system and provide evidence of evaluation using the table below. Submit a completed peer-review form (Template 2) as evidence of review.

 

Template 2 -Peer-Review Form

 

Peer Review Form
Full Name and signature of the student completing the peer review. Full Name: Consultant

 

 

Signature: Mr Thomas

Date
The system captures staff insights, progress and experiences from business activities. Strongly Agree Agree Neutral Disagree Strongly Disagree
The system is easy to understand, and it is user friendly. Strongly Agree Agree Neutral Disagree Strongly Disagree
ü
Staff can be easily trained in using the system. Strongly Agree Agree Neutral Disagree Strongly Disagree
ü
The system is cost-effective. Strongly Agree Agree Neutral Disagree Strongly Disagree
ü
The system helps determine measurable outcomes of CI initiatives. Strongly Agree Agree Neutral Disagree Strongly Disagree
ü
The system aligns with current processes and fits with the organisational culture. Strongly Agree Agree Neutral Disagree Strongly Disagree
ü
The system is…. Exceptional Excellent Very Good Good Fair Poor Very Poor
ü
The positives of the systems are

(List 2-3)

1. This system helps the company by tracking the performance of the team members.

2. With the help of this system, the company easily decide on every topic of the organisation (Wolniak, et al., 2017).

Opportunities for improvement.

(List 2-3)

1. Company give opportuneit to all team member that they drop their suggestion without mention their name in the suggestion box of the organisation.

2. Company give rewards and promoted the post of team member according to the performance (Shattuck, et al., 2014).

 

 

  1. Develop a process that confirms the staff is informed about continuous improvement outcomes. Determine how to implement the process in the organisation (action plan. 3-4 key actions).

 

Process:

<Add>

Action Plan for implementation
Action Responsibility Timeframe Resources needed KPIs

(one/action)

Formal meetings Consultant 2 days Reading material and computers. The consultant must put up the question during the meeting to make sure that participants listen to all the information n properly or not.
Email facilities HR manager 2 days Reading material and computers. Make sure all the team members give the response of the mails or not(Shattuck, et al., 2014).
Visual conference General manager 2 days Reading material and computers. The consultant must put up the question during the meeting to make sure that participants listen to all the information n properly or not.

 

 

  1. Evaluate the systems and processes developed in Task 2.2 against sustainability requirements.

Sustainability requirements may include:

 

  • Partnership with employees
  • Waste and energy management
  • Sustainable procurement
  • Sustainable financial practices
  • Compliance with legislation and regulations
  • Social impact

 

Confirm how the systems and processes meet sustainability requirements.

Decision-making process

Task 2.2A

All the stakeholders of the business makedecisions together to fulfil the requirements of sustainability.
Knowledge Management System

Task 2.2B

Knowledge management systems help the team member by providing information related to the area that needs to be improved. With the help of this information, the company gather the new sustainability measures that use to improve the area (Sallis, 2014).
Communication process

Task 2.2C

Communication encourages the employees toparticipants in the business activities actively and also adopt the changes that implement in the organisations.

 

 

References

 

Please include your references below:

 

(Please refer to this referencing guide if needed or speak to your trainer for any specific referencing requirements for this assessment)

 

Meteab, A. A., Sadiq, A. S., & Hadrawi, H. K. (2020). Effect of Continuous Improvement of Information Technology Applications on E-Costumer Behavior in Social Media. Webology17(1).

Owen, M. (2013). SPC and continuous improvement. Springer Science & Business Media.

Paraschivescu, A. O., & COTÎRLEȚ, P. C. (2015). Quality Continuous Improvement Strategies Kaizen Strategy–Comparative Analysis. Economy Transdisciplinarity Cognition18(1).

Sallis, E. (2014). Total quality management in education. Routledge.

Shattuck, K., Zimmerman, W. A., & Adair, D. (2014). Continuous improvement of the QM rubric and review processes: Scholarship of integration and application. Journal of Online Learning Research and Practice3(1), 26875.

Wolniak, R., Skotnicka-Zasadzień, B., &Zasadzień, M. (2017). Application of the theory of constraints for continuous improvement of a production process-case study. In 3rd International Conference on Social, Education and Management Engineering (SEME), Shanghai (pp. 169-173).

 

 

Appendix 1 – Scenario

 

The company

XYZ Pty Ltd trading as MMI Professional Education is an Australian boutique education provider in Melbourne Registered Training Organisation -RTO), offering VET accredited and non-accredited business courses to corporate clients and local clients (domestic students).

MMI was founded in 1998 by brothers Mark and Andrew White who built the company to become a quality RTO with major accounts in Melbourne, Sydney, and Brisbane.  Mark Brown sold his shares to his brother Andrew who is the current chairman of the company.

The education provider is centrally located in Collins Street, Melbourne CBD with state-of-the-art facilities:

  • Administration and Management Offices (including the main boardroom, 2 meetings rooms and a computer lab with 20 PCs) on Level 45
  • 15 Classrooms, kitchenette, client lounge room and a trainers’ room on Level 46

Corporate training is mainly non-accredited and delivered at the clients’ premises around Australia, but it can also be catered for at Collins Street. Corporate clients include major Bank groups, National Management Consultancy firms, Manufacturing companies and Government agencies.

Accredited courses are delivered in Collins Street with a combination of face to face and online training delivery. The accredited courses are the Diploma of Business and the Diploma of Project Management. MMI has a current capacity to enrol 500 clients;the current enrolment number is 250 clients.

Important note:

  • A VET accredited course has been assessed by the Australian Skills Quality Authority (ASQA) as compliant with the Standards for VET (Vocational Education and Training) Accredited Courses and the Australian Qualifications Framework (AQF). Accreditation means that the course is nationally recognised and that the registered organisation (RTO) can issue a nationally recognised qualification or Statement of Attainment (this for single units only).
  • Non-accredited courses are business courses that have been highly customised to meet clients’ training needs.

The current organisational structure is as follows:

The Teams are as follows:

  • Board of Directors
  • Mr Andrew White – Chairman
  • Ms Francis Green – Executive Director
  • Mr Eli Brown – Non-executive Director
  • Ms Josephine Magenta – Non- executive Director
  • Ms Deborah Red – CEO
  • Mr Leonard Black – CFO
  • Finance Department: CFO and 2 x financial officers (full-time)

Summary of duties: account receivable, account payable; invoicing; payroll; financial record keeping and reporting; taxes/fees

  • Marketing Team: Manager (full time) and 1 x marketing officer (part-time)

Summary of duties: promotion; design of marketing collaterals for events; social media; market research; public relations

  • HR Team: HR Manager and 2 x admin officers (part-time):

Summary of duties: Recruitment; Induction and training; performance management support; employee relations; safety; compensation and benefits

  • Client Services: Client Service Manager and 2 x receptionists; 4x client service officers, 1 x team leader, 1 x maintenance officer

Summary of duties:

  • front of office and back of office customer service activities (to include reception and response to enquiries)
  • support to academic staff
  • client admin: client admission, enrolment, enrolment variations, pastoral care, completion
  • building maintenance: 1x maintenance officer
  • Academic Services: Academic Manager and 5 contract business trainers for corporate training; 4 full time (ongoing) business trainers for accredited training

Summary of duties: accredited and non-accredited training and assessment; learning material and assessment development and validation; support with compliance monitoring; pastoral care.

  • IT services: outsourced to an external company

Summary of duties: network service; database administration (inventory and staff files); maintenance and update of a communication system including CRM (Customer Relationship Management system); data management and security.

Note: in loco computer,maintenance is performed by the maintenance officer who has some IT knowledge

Company Ownership structure

The company structure is Pty Ltd:

  • Chairman Andrew White holds 51% of the shares
  • 40% of the shares are held by an external corporation since late 2017, as a silent business partner
  • The remaining 9% is owned by other members of the Brown’s family

Vision

Our vision is to develop outstanding individuals through quality business training that encompasses personal and professional growth.

Mission

  • We create successful careers in business to advance business growth and to positively impact on the broader community.
  • We strive to provide exceptional business training that focuses on quality of teaching, practical learning, and successful outcomes

Values

Our core values are:

  • Quality
  • Integrity
  • Accountability
  • Respect for diversity
  • Innovation

MMI quality standards

  • Australian Skills Quality Authority (ASQA) standards
  • ISO9001 – Quality Management Systems
  • ISO 27001 Information Security
  • ISO 31000 Risk Management
  • Australian Business Excellence Framework

MMI – Boards’ of Director expectation

  • Quality of practices
  • Innovative solutions for business growth based on hard data and extensive research
  • Build an innovative and agile company that can respond to the challenges of an ever-changing business environment
  • Become market leader
  • Increase value for shareholders and clients

Industry, market, and strategic business direction

MMI Professional Education is a Registered Training Provider (RTO) based in Melbourne, Australia that offers business accredited and non-accredited courses to corporate clients, and local clients.

Strategic Objectives:

  • To expand the basis of the operation to Sydney where the company has experienced a high increase in demand for corporate training
  • To increase revenue by 10% annually for the next 3 years
  • To increase profits by 10% annually for the next 3 years
  • To position the company as a leader for quality business education in Australia within the next three years
  • To expand the course offering by adding new qualifications to the scope of registration: the Diploma of Leadership and Management and the Advanced Diploma of Program Management
  • To increase the base of local clients attending accredited courses
  • To implement sustainability to work practices: social, financial, and environmental
  • To expand the offering to international students by repackaging accredited business courses to add an internship component during the course

Current positioning

  • MMI enjoys a good reputation in the industry as a quality provider of business courses for corporate clients
  • Courses are marketed as hands-on, with trainers that currently work in the industry, providing current and cutting-edge skills to business professionals
  • MMI currently holds 15% of the corporate business training in Australia
  • MMI does not currently deliver business courses to international clients
  • MMI does not currently deliver courses overseas
  • The company is financially stable and sustainable

 

Operational overview

  • State of the art facility in Melbourne to be replicated in Sydney
  • Systems in use:
  • Student Management System (MMI system)
  • Learning Management System (Moodle)
  • Accounting Management System (MYOB) – does not interface with MMI system
  • Share drive
  • Share points
  • Zoom
  • Project Management Application for remote teamwork (trainers): Wrike
  • Trainers work both on-site in Melbourne and around Australia
  • Senior management to stay in Melbourne: campus director and team leaders to be employed to manage and supervise Sydney’s operations
  • Staff to be employed for the Sydney Campus
  • Administrative tasks such as enrolments will be undertaken by the Melbourne’s campus
  • Virtual teamwork practices to be implemented between Melbourne and Sydney
  • Website tailored to international students to be developed
  • Develop and implement sustainability policy and practices across the organisation; sustainability has not been on the top five priorities of the company so far
  • All trainers are based in Melbourne; this impacts on financial costs when having to move trainers to other Australian capitals to conduct corporate training. Trainers who deliver corporate training receive a generous daily allowance when outside Melbourne ($250/day), all travel and accommodation expenses are paid for by MMI. This generous package impacts an average of 20% on the profit margin for each corporate course that is sold

 

Organisational culture

The organisational culture experienced at MMI is a mix of market and hierarchy culture.

  • The Market Culture: This culture is built upon the dynamics of competition and achieving concrete results. The focus is goal-oriented, with leaders who are tough and demanding. The organisation is united by a common goal to succeed and beat all rivals. The main value drivers are market share and profitability.
  • The Hierarchy Culture: This culture is founded on structure and control. The work environment is formal, with strict institutional procedures in place for guidance. Leadership is based on organised coordination and monitoring, with a culture emphasising efficiency and predictability. The values include consistency and uniformity.

(Source: https://popinnow.com/four-types-organizational-culture/ )

  • The organisation is top-heavy, and there are concerns that this may not suit the strategic objectives for growth and the opening of a second campus in Sydney.
  • The Board of Directors is invested in the change process; however, intervention is needed to bring departmental managers and teams on board.
  • It is recommended that an organisational culture more suitable for innovation, sustainability, agility, and progressive growth is developed and implemented.

 

 

Operational issues

The following operational issues have been identified internally:

  • The increased number of complaints due to lack of cultural sensibility of trainers when dealing with students from the non-Australian background (15% increase in the last 6 months alone)
  • All trainers are based in Melbourne; this impacts on financial costs when having to move trainers to other Australian capitals to conduct corporate training. Trainers who deliver corporate training receive a generous daily allowance when outside Melbourne ($250/day), all travel and accommodation expenses are paid for by MMI. This generous package impacts an average of 20% on the profit margin for each corporate course that is sold
  • An increasing number of enrolments in Melbourne, projected student population to raise from 205 to 450 by mid-2021. Current facilities are not sufficient to accommodate the increase in numbers (current facilities can accommodate max 350 students)
  • Delays in achieving marketing objectives due to the composition of the team (2 part-timers and one contractor) that cannot sustain the increased amount of marketing tasks (corporate events to enhance networking and identify potential corporate clients have increased by 30% in the past 6 months)
  • A new student management system has been developed in-house. The system was recommended by the Client Services and the Academic Managers for the seamless integration of the student management and the learning management system. However,the two managers failed to perform due diligence, and they did not consider that the new system does not interface with the finance management system. This will cause operational disruptions to the workflow as finance records (mainly revenues) will have to be manually inputted based on the new system’s reports on enrolment.
  • Covid19 has decreased sales by 20%; the company has managed to deliver existing courses and still maintain a reasonable margin of new enrolments online

 

Sustainability

 

The company strongly wants to incorporate socially responsible practices in the organisation.

  • There is an interest in implementing sustainability training from the induction process.
  • Current policies and procedures are outdated, and there is not a corporate social responsibility policy or strategy.
  • The Board of Directors would like to invest $30,000 in philanthropic initiatives each year. However, they cannot find an agreement on what initiatives to support.
  • Some of the departmental managers think that sustainability is only about environmental sustainability.
  • Most documents are printed.
  • Plastic cups are used in the kitchenette.
  • No recycling bins are present on campus.
  • There is not a policy for sustainable procurement.
  • Thermostats are on overnight.
  • Sustainability is not an agenda item in meetings.
  • There is not a plan to review energy or water consumption.
  • There is not strategy for waste management.
  • Flexible work arrangements are offered on paper but not encouraged.
  • The staff would like a staff well-being program to be implemented.
  • The company is financially sustainable.
  • The Board of Directors is willing to invest $45,000 for corporate social responsibility initiatives; and an additional $ 15,000 solely for environmental sustainability improvements.

 

Marketing

  • MMI has not heavily invested in marketing activities, relying mainly on word of mouth.
  • The company has a website:
  • Old fashioned look, quite austere
  • Not responsive
  • In the mobile version, after you have clicked on a few pages, the navigation becomes daunting
  • Heavy use of text
  • Infrequent updates
  • Social Media: there is a FB page that is rarely updated, the LinkedIn Page is not in use
  • Print advertisement: Industry magazine
  • Referrals: education agents are paid a 15% commission for referring students
  • Discounts: twice/year MMI offers 10% for new enrolments to attract more students
  • Yearly marketing budget: $75,000
  • The marketing team is small and not experienced in digital and social media marketing

 

Pricing

Product Target Market Price
Corporate Training

Topics:

·         Operational Management

·         Leadership

·         Project Management

·         Emotional Intelligence

·         Change Management

·         Management

·         Individuals looking for upskilling to advance their career

Face to Face classroom (average of 10 participants) $ 2,000/participant

Online $ 800/participant

Individual coaching $ 150/hour

 

Diploma of Business Domestic students Blended learning:

$ 4,000/student

Diploma of Project Management Domestic students Blended learning:

$ 6,000/student

 

Workforce Overview

The following has been reported:

  • Turnover rates are high in the academic department (30% yearly) due to the contractual nature of some of the roles. Ongoing training staff is steady, however, there is a need to invest more in their professional development to keep industry currency when teaching.
  • Need for a succession plan for management roles
  • Gender unbalanced
  • Recruitment is done externally, few opportunities for advancement are offered to existing staff
  • A recent staff survey outlined the following:
  • Lack of opportunities for advancement
  • Top-heavy management
  • Silo mentality
  • Not enough room for innovation and improvement
  • Lack of well-defined sustainability policy
  • Diversity policy is very generic
  • Need for flexible work practices
  • Lack of engagement with the local community
  • HR practices are mainly focused on administrative duties. The Board of Directors has identified the need to embrace HR practices as an essential strategic tool for business advancement.
  • Training on HR practice is required for management
  • Staff lament a lack of communication from the top
  • Sense of working in silos

 

Remuneration (average) for each role is as followed:

  • Board of Director – 25-50 k/year
  • CEO – 250 k/year
  • CFO – 180 k/year
  • Managers – 120k/year
  • Receptionist $ 52k/year
  • Officers (including team members in the Marketing dept) $ 65k/year
  • Team Leader $ 78k/year
  • Trainer (ongoing) $ 85k/year
  • Trainer (contractor): $ 80/hour.  Trainers who deliver corporate training receive a generous daily allowance when outside Melbourne ($250/day), all travel and accommodation expenses are paid for by MMI.

Note:

  • The above remuneration must be considered pro-rata for part-time staff.
  • Superannuation is excluded and should be added at 10% to employee’s ordinary earnings
  • Superannuation is paid to contractors (business trainers)

 

Appendix 2 – CI Policy

 

Continuous Improvement

Purpose

This policy provides details of XYZ Pty Ltd’s (XYZ) approach to continuous improvement.

The purpose of the policy is to provide principles to guide the continuous improvement practices of XYZ staff to:

  • encourage continuous improvement in the workplace
  • ensure that all XYZ activities, processes and systems support our focus on quality

This policy applies to all XYZ staff.

Policy and Procedures

Continuous improvement (CI) is at the core of the management strategy of XYZ, and it is recognised as a competitive factor in the marketplace.

CI covers all aspects of the operation of XYZ driving organisational excellence to improve value delivery to all XYZ stakeholders, including both clients and employees.

By implementing a culture of continuous improvement, the company will:

  • focus on understanding and satisfying the clients;
  • regularly review approaches and methods with improvement cycles and conclusions implemented;
  • benchmark and regularly measure the performance of key processes;
  • manage business using facts rather than opinion;
  • maintain a culture of clear, open communication;
  • work to reduce cycle-time in all aspects of the business;
  • promote active teamwork as a normal way of achieving outcomes;
  • recognise and promote improvement efforts;
  • develop a culture where continuous improvement involves everyone, and the process of change becomes routine; and
  • develops and values key partnerships with employees, clients and other stakeholders.

Several processes are used by XYZ to implement and maintain a system of continuous improvement:

  • Every area Manager is responsible for conducting a performance audit once/year and presenting its findings to the CEO
  • Client and employees surveys are conducted regularly, and the results of the surveys are presented to the CEO to be discussed in the monthly management meeting
  • Complaints are an opportunity for constructive feedback to improve performance standards
  • The Marketing department is responsible for conducting external business environment analysis to monitor trends, technology and standards relevant to the industry
  • Attendance at conferences and networking events are encouraged to gather ideas for improvement
  • Professional development of staff on quality management practices is part of the management development plans
  • Quality Circle groups work cross-functionally in the organisation (with meetings scheduled each month)

The HR Manager is responsible for coordinating the CI program and its initiatives.

 

 

Facilitate continuous improvement BSBSTR502

 

Task 1

Student Declaration

To be filled out and submitted with assessment responses

◻   I declare that this task and any attached document related to the taskis all my work and I have not cheated or plagiarised the work or colluded with any other student(s)

◻   I understand that if I am found to have plagiarized, cheated or colluded, action will be taken against me according to the process explained to me

◻   I have correctly referenced all resources and reference texts throughout these assessment tasks.

◻   I have read and understood the assessment requirements for this unit

◻   I understand the right to re-assessment

◻   I understand the right to appeal the decisions made in the assessment.

Unit Title

Unit Code

Student name
Student ID number
Student signature Date
Task Number

 

 

——OFFICE USE ONLY—–

For Trainer and Assessor to complete:

 

◻   Student requested reasonable adjustment for the assessment

 

 

 

Question Marking Sheet – Assessor to complete.

 

Did the student satisfactorily address each question as instructed:

Completed satisfactorily
S NYS DNS Comments
Question 1
Question 2
Question 3
Question 4
Task Outcome:                 Satisfactory  Not Yet Satisfactory

 

Student Name:

 

Assessor Name:

 

Assessor Signature:

 

Date:

 

Table of Content

 

Student Declaration.. 2

Task 1 – Knowledge Questionnaire. 5

Question 1.. 6

Question 2.. 6

Question 3.. 7

Question 4.. 7

References. 7

Task 1 – Knowledge Questionnaire

 

Task summary and instructions

 

What is this assessment task about? This assessment is a written questionnaire with a mix of objective and subjective questions.

 

The questionnaire is designed to meetthe knowledge required to meet the unit requirements safely and effectively.

 

The questions focus on the knowledge evidence required for this unit of competency:

 

·         systems and processes facilitating continuous improvement

·         common decision-making processes

·         organisational policies and procedures relating to digital systems, decision-making processes and continuous improvement systems

·         business systems and requirements, including:

o   knowledge management

o   quality

o   sustainability

o   performance management.

 

Your assessor will be looking for demonstrated evidence of your ability to answer the questions satisfactorily, follow instructions, conduct online research and review real or simulated business documentation as instructed.

What do I need to do to complete this task satisfactorily? ·         submit your answers to the questions within the set timeframe,

·         answer all questions as instructed,

·         answer all questions using your own words and reference any sources appropriately,

·         all questions must be answered satisfactorily.

 

It is advisable to:

 

·         review the questions carefully,

·         answer the questions using online research and the learning material provided for the unit and by reviewing real or simulated relevant business documentation (such as policies and procedures),

·         further research the topics addressed in each question.

 

Specifications You must submit to GOALS the

 

·         assessment cover sheet,

·         answers to all questions,

·         references.

 

Resources and equipment •        computer with Internet access,

•        access to Microsoft Office suites or similar software,

•        learning material.

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 with 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 before 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 task.

 

 

Answer All the questions below:

 

Question 1

 

Explain the importance of establishing a formal system and process to support continuous improvement. Provide two examples of systems and processes used in continuous improvement when discussing your answer.

(50-100 words)

It is very significant for all types of organisations they must use the formal system and process of continuous improvement because it helps the organisation by improving the manufacturing process. It helps the organisation by increasing the quality of the work and lowering the cost. With the help of this system, the company can find new opportunities to improve its performance and also increase the sale of the business. Two examples of the formal process and system of the continuous improvement such as

1. Employees as well as a customer survey (Firestone & McElroy, 2012).

2. Training and education program.

 

Question 2

 

Outline a decision-making process.

(50-100 words)

The Decision-making process is the procedure that organisations use to choose to improve the performance of the business also to implement effective changes in the business. There are some phases of the decision-making procedure that organisations use to make the perfect decisions such as

1. Determine the problem that the current organisations face.

2. Collect the relevant information from the key stakeholder related to the problems.

3. Find solutions to overcome the impact of the problems.

4. Select the best option from the different solutions.

5. Take corrective action to implement the solution or change(Firestone & McElroy, 2012).

6. After implementing the change, review the effectiveness of the change on regular basis.

 

Question 3

 

List common organisational policies and procedures relating to digital systems, decision-making processes and continuous improvement systems.

Item Policies and procedures

(two/item)

Digital systems 1. Go paperless

2. Improve the performance of the stakeholders.

Decision-making processes 1. Change environmental policies.

2. Implement the change to improve the performance of the overall business.

Continuous improvement systems 1. Increase the sale of the business.

2. Make a good position in the market (Armstrong, 2021).

 

Question 4

 

Explain how continuous improvement systems and processes relate to other business systems and requirements including, knowledge management, quality, performance management and sustainability.

Relation to Explanation (40-80 words/business system and requirements)
Knowledge management Knowledge management is the type of information technology system that organizations use to improve the understanding between the stakeholders, encourage the stakeholders for teamwork, etc. this system helps the employees by providing information related to innovative skills that they use to complete their work and also to provide the best products and services to the customer according to their demands(Armstrong, 2021).
Quality Quality is the type of features of the product and services that help in increasing the sale of the business. if employees maintain quality in their work and services then new customers get attracted towards the business to purchase the best quality of products and services.
Performance management The performance management system is the system that an organizations to advance the performance of the team member as well as the overall business. to improve the performance of the team member or business, the company find the best changes for continuous improvement and also provide training related to new skills that they use to improve their performance (Meteab, et al., 2020).
Sustainability Sustainability is the best practice that is commonly adopted by every company to establish a sustainable environment in the workplace. This practice helps the companies in different ways such as increasing the sale of the business, providing a safe and secure working environment to the employees, saving the unwanted cost of the business, saving the resources of the business, making the good position in the marketplace, etc.

 

References

 

Please include your references below:

 

(Please refer to this referencing guide if needed or speak to your trainer for any specific referencing requirements for this assessment)

Armstrong, M. (2021). Performance management.

Firestone, J. M., & McElroy, M. W. (2012). Key issues in the new knowledge management. Routledge.

Meteab, A. A., Sadiq, A. S., & Hadrawi, H. K. (2020). Effect of Continuous Improvement of Information Technology Applications on E-Costumer Behavior in Social Media. Webology17(1).

 

 

 

 

 

 

Facilitate continuous improvement BSBSTR502

 

Student Declaration

To be filled out and submitted with assessment responses

◻   I declare that this task and any attached document related to the taskis all my work and I have not cheated or plagiarised the work or colluded with any other student(s)

◻   I understand that if I am found to have plagiarized, cheated or colluded, action will be taken against me according to the process explained to me

◻   I have correctly referenced all resources and reference texts throughout these assessment tasks.

◻   I have read and understood the assessment requirements for this unit

◻   I understand the right to re-assessment

◻   I understand the right to appeal the decisions made in the assessment

 

Unit Title

Unit Code

Student name
Student ID number
Student signature Date
Task Number

 

——OFFICE USE ONLY—–

For Trainer and Assessor to complete:

 

◻   Student requested reasonable adjustment for the assessment

 

 

 

Completed successfully

 

Did the student satisfactorily:

Comments Y N DNS
The student has satisfactorily completed and submitted the following:

 

·         Meeting minutes in Task 3.1A

·         Updated CI register in Task 3.1B

·         Email to CEO in Task 3.1C

 

 

 

 

The student met with departmental managers in week 5 (Role-Play):

 

·         Facilitated the meeting effectively

·         Reviewed the feedback on CI

·         Brainstormed actions to address the feedback

·         Apply problem-solving and decision-making techniques

·         Used communication techniques such as active listening and questioning to confirm understanding

·         Engaged the managers in problem-solving and decision-making processes

·         Used the opportunity to reinforce the importance of CI in the organisation

 

Feedback provided in Comments.

 

 

Demonstrated ability to:

·         Evaluate outcomes and identify opportunities for improvement

·         Seek feedback from relevant stakeholders on systems and processes

·         Identify other areas for improvement and document feedback for future planning

·         Identify and evaluate ways in which planning and operations could be improved

 

 

This is evidenced by:

·         Meeting minutes in Task 3.1A

·         Updated CI register in Task 3.1B

·         Email to CEO in Task 3.1C

 

 

Demonstrated ability to:

·         Make recommendations and communicate strategies to relevant stakeholders

 

This is evidenced by:

·         Email to CEO in Task 3.1C

 

 

Demonstrated ability to:

·         Confirm team progress, insights and experiences are captured and accessible using knowledge management systems

 

This is evidenced by:

·         Meeting minutes in Task 3.1A

·         Updated CI register in Task 3.1B

 

 

When collaborating with the group, the student has actively participated in group work with a substantial contribution that can be assessed individually for all the requirements of this task.  

 

 

Task Outcome:                 Satisfactory  Not Yet Satisfactory

 

Student Name:

 

Assessor Name:

 

Assessor Signature:

 

Date:

 

Table of Content

 

Student Declaration.. 2

Task 3 – Manage opportunities for further improvement. 6

Task 3.1 Manage opportunities for further improvements. 8

References. 10

Task 3 – Manage opportunities for further improvement

 

Task summary and instructions

 

What is this assessment task about? This assessment task builds on Task 2.

 

This task comprises of the following assessment methods:

o   Product-based

o   Direct observation of Role-Play

o   Case Study

o   Other (specify)

 

It has been designed to evaluate your ability to/competency in:

 

·         Evaluate outcomes and identify opportunities for improvement

·         Seek feedback from relevant stakeholders on systems and processes

·         Identify other areas for improvement and document feedback for future planning

·         Identify and evaluate ways in which planning and operations could be improved

·         Make recommendations and communicate strategies to relevant stakeholders

·         Confirm team progress, insights and experiences are captured and accessible using knowledge management systems

 

You are required to address the following:

·         Task 3.1 Manage opportunities for further improvement

  • Review and address feedback on CI
  • Identify further opportunities for improvement

 

Although the assessment requires group collaboration to simulate a work environment, the assessment submission is individual, and it will be marked as such.

What do I need to do to complete this task satisfactorily? ·         submit the completed assessment tasks, according to instructions,

·         complete the tasks with sufficient detail and professionally present them,

·         use your own words and reference sources appropriately,

·         meet the word count where required,

·         use the scenario provided,

·         use the templates provided where required,

·         for your performance to be deemed satisfactory in this assessment task you must satisfactorily address all of the assessment criteria,

·         if part of this task is not satisfactorily completed you will be asked to complete further assessment to demonstrate satisfactory performance.

 

Specifications You must deliver/participate in:

 

·         Review meeting with the managers in week 5 (Role-Play)

 

You must submit to GOALS

 

·         Meeting minutes

·         Updated CI register

·         Email to CEO

 

Resources and equipment •        Computer with Internet access

•        Access to Microsoft Office suites or similar software

•        Learning material

•        Scenario for assessment as provided

•        Relevant policies and procedures as provided

•        Templates as provided

 

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 before 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.

 

Complete the following activities:

 

Task 3.1 Manage opportunities for further improvements

 

The departmental managers have now implemented CI initiatives to improve sustainable work practices.

Consider the following data and information:

1 Overall satisfaction with the implementation:

·         50% Fully satisfied

·         50% Somewhat satisfied

2 You have received the following feedback:

 

·         The CEO wants all reports printed out; this is against the paperless initiative

·         It would be a good idea to provide selected staff with Ipads to facilitate paperless work

·         Some team members still use disposable coffee cups when buying take away coffees

·         All staff bring food from home using reusable containers

·         Food is often left in the fridge for days, and it is always the same staff member who has to empty the food containers and wash them

·         When the order for LED light bulbs was placed, it was denied by the CFO. He thinks that they are expensive.

·         The advice to put computers in hibernation mode if taking a break or going to a meeting was successful; however, sometimes staff still forget.

·         It would be a good idea to introduce the use of brown bins to recycle food waste.

·         The CI register is not regularly updated.

3 The CEO is impressed with the implementation of the CI initiatives and would like to explore further improvements.

However, the Board of Directors does not quite understand sustainability, and they may think that further improving sustainable work practices may come at a price.

 

 

  1. Review Feedback

Meet with the departmental managers in week 5 of class and review the feedback received on implementingCI initiatives.

In collaboration with the managers:

  • Determine how to address the feedback
  • Determine how the planning and operations of CI initiatives could be improved.
  • Identify areas for further improvement.

For example, work arrangements to improve work-life balance, engagement with the community to support non-for-profit work, reduce water consumption, consider how to improve the supply chain to work with sustainable suppliers, change the procurement policy to only buy energy-efficient products etc.…

  • Identify key actions and assign responsibility for the implementation.

Complete the meeting minutes (Template 1).

Duration: 30-45 minutes.

The trainer and assessor will validate your participation in the meeting and provide feedback on the Marking Sheet.

If you are absent from class, it is your responsibility to make alternative arrangements with the trainer and assessor to review the feedback and identify areas for further improvements.

Template 1 -Meeting Minutes

Date 08/03/2022
Location Meeting room
Participants Departmental managers and consultant
Review of feedback

 

100-150 words

Departmental managers implement the CIO initiative to encourage the employees to adopt sustainability practices or to establish a sustainable environment. There is some constructive feedback that departmental managers provide to the consultant such as the CEO of the MMI need the information in the form of the copy instead of digital form, some team members still forgot to put the system in hibernation mode to save energy cost of the organisations, some team member still uses the disposable cups to drink the coffee, etc.
Improvement of CI planning and operations Organisations must execute the sustainability policy and procedures in the organisation to improve their performance and also establish a sustainable environment (Caradonna, 2014).
Opportunities for further improvement

 

(2-3 opportunities, 50-100 words)

1. Company conduct the induction and education program to provide training rel;ated to new changes.

2. Company create an opportunity for the team member they share their suggestion with the senior of the business with the help of the suggestion box.

Action Items and responsibility

(6-8)

1. Implement the sustainability policy and procedures.

2. Motivate the staff to use reusable cups instead of using disposable cups.

3. Motivate the CEO to accept the reports in digital form instead of paper form (Caradonna, 2014).

4. Motivate the team member that they must take out their food from the freezer on regular basis.

5. Motivate the subordinate to put the system in hibernation mode during lunch and meetings.

6. Motivate the team members to apprise the Continues improvement register on regular basis.

 

  1. CI register

Update the CI register adding the opportunities for further improvements.

Date Suggested Improvement CI Category Actions Timeline Responsibility Completed Y/N
08/03/2022 Set the system in hibernation mode during the meeting. Business feedback Motivate the staff to set the system in hibernation mode during lunch and meetings (Mulligan, 2017). 2 days Consultant Y
10/03/2022 Update the CI register on regular basis. Business feedback Encourage the employees to adopt the best practices of the organisation. 3 days Consultant Y
11/03/2022 Implement the sustainability policy in the organisation. Business feedback Encourage the employees to adopt the implement changes. 2 days Consultant Y
13/03/2022 All the documents must be created in digital form. Business feedback Motivate the CEO to accept the reports in digital form instead of paper form. 2 days Consultant Y
14/03/2022 Take out the food from the freezer. Business feedback Always take food from the freezer to clean the environment(Mulligan, 2017). 1 day Consultant Y

 

  1. Email to CEO

Write an email (Template 2) to the CEO addressing the following:

  • Summarise the outcome of the meeting with the departmental managers
  • Suggest opportunities for further improvements (as discussed with the managers)
  • Suggest 2-3 talking points to positively influence the Board of Directors to further improve sustainable work practices

(100-150 points)

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

 

Template 2 -Email

 

Email to the CEO
To: CEO
Cc:
Bcc:
Subject: Summary of meeting discussion
Date email is sent: 08/03/2022
Attachments:
Respected sir,

I hope this mail finds you well. Ihave held meeting with the departmental manager to converse the constructive response related to sustainable practices such as some staff stillnot hitting their system in hibernation mode, some staff still ususinghe disposable cups, team membersnotupdating the CI register on regular basis, etc. To overcome this problem, I provide some corrective action that departmental managers such as motivating the staff to adopt the changes, motivating the staff for optimum use of resources, etc. To deliver more details, I send a soft print of the meeting minutes with this mail. Kindly please review it and give feedback for improvement.

Kind regards

Consultant manager

 

 

References

 

Please include your references below:

 

(Please refer to this referencing guide if needed or speak to your trainer for any specific referencing requirements for this assessment)

Caradonna, J. L. (2014). Sustainability: A history. Oxford University Press.

Dresner, S. (2012). The principles of sustainability. Routledge.

Mulligan, M. (2017). Introduction to Sustainability. Taylor & Francis.

 

 

 

 

 

 

 

 

BSBOPS501 Manage Business Resources

 

STUDENT ASSESSMENT BOOKLET

BSB50120 Diploma of Business (Business Operations)

 

 

 

 

Student Name: _________________________________________________________

 

Student ID: ___________________________________________________

OVERALL UNIT – RECORD OF ASSESSMENT OUTCOMES:

This section records the outcome of each task/assessment requirement so that the final assessment outcome can be determined for BSBOPS501 Manage business resources

Student must achieve a satisfactory outcome in each of the assessment tasks listed in the table following to be deemed competent in the unit. There is space to record up to three attempts at each assessment task..

A not satisfactory result for any discreet assessment task (after the student has had three (3) attempts), will result in the student being deemed not yet competent.

Assessment Tasks Unit Outcome
Satisfactory (S)
Not satisfactory (NS)
Please note (N/A) where further attempts are not required
Date Assessor initials
Assessment Task 1: Written Questions Attempt 1  

 

Attempt 2  

 

Attempt 3  

 

Assessment Task 2: Case Study – Part 1 Attempt 1  

 

Attempt 2  

 

Attempt 3  

 

Assessment Task 3: Case Study – Part 2 Attempt 1  

 

Attempt 2  

 

Attempt 3  

 

Assessment Task 4: Case Study – Coffee Bar Attempt 1  

 

Attempt 2  

 

Attempt 3  

 

Final Assessment Results Result (C/NYC)
BSBOPS501 Manage business resources Competent    Not Yet Competent
Student Name:
Student ID:
Qualification: BSB50120 Diploma of Business (Business Operations)
Does the student wish to appeal the result?     □ YES   □ NO
Assessor Name:
 

Assessor Signature:

Date:           /       /

 

 

Assessment Plan

The following outlines the requirements of your final assessment for this unit. You are required to satisfactorily complete all tasks to demonstrate competency for this unit.

Your Trainer / Assessor will provide you with the due dates for each assessment task. Write them in the table below and keep a note of the due dates for your reference.

Assessment Requirements Due date
1.       Written Questions
2.       Case Study – CFA (Part 1)
3.       Case Study – CFA (Part 2)
4.       Case Study – Coffee Bar

 

Agreement by the student
Read through the assessments in this booklet before you fill out and sign the agreement below. Make sure you sign

this before you start each assessment task.

Have you read and understood what is required of you in terms of assessment? ¨   Yes
Do you agree that the assessment process is clear? ¨   Yes
Do you understand your rights to appeal then decisions made in an assessment?

 

Do you have any special needs or considerations to be made for this assessment?

¨  No        ¨   Yes

If yes, what are they?

 

¨   Yes

 

 

 

¨  No
  • Student Name: ______________________________________________________________________________________________
  • Student Signature: _____________________________________________________________ Date: ________________________
    • Assessor Name: ______________________________________________________________________________________________
  • Assessor Signature: ____________________________________________________________ Date: ________________________
  • Assessor Note: If the student ticks ‘NO’ for any item except the reasonable adjustment, the assessor must not commence the assessment activity until the matter has been resolved and records of the resolution have been entered into the Student Management System (SMS).
  • If a student identifies any specific needs or considerations, assessors must provide a detailed record of how the situation was managed in the assessment outcome record for this assessment.
Version control
Version No. Date Dept. Change
1.0 22/01/21 Training Original
Copyright Statement
© Copyright Clinton Institute
Disclaimer

 

All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, scanning, recording, or any information storage retrieval system without permission in writing from Clinton Institute. No patent liability is assumed with respect to the use of information used herein.

While every effort has been taken in the preparation of this publication, the publisher and authors assume no responsibility for errors or omissions. Neither is any liability assumed for damages resulting from the use of information contained herein.

 

 

 

Contents

OVERALL UNIT – RECORD OF ASSESSMENT OUTCOMES: 2

Assessment Plan. 4

Contents. 6

Introduction. 7

Assessment Task 1: WRITTEN QUESTIONS.. 14

Assessment Task 2: CASE STUDY – CFA – Part 1 23

Assessment Task 3: CASE STUDY– CFA (Part 2) 41

Assessment Task 4: CASE STUDY– Coffee Bar. 55

 

Introduction
Unit code Title Training Package
BSBOPS501 Manage business resources Business Services Training Package

 

For further information regarding assessment criteria including-

  • Application of unit
  • Elements and performance criteria
  • Assessment requirements
  • Modification History
  • Performance Evidence
  • Knowledge Evidence
  • Assessment Conditions.

 

Please refer to: https://training.gov.au/Training/Details/BSBOPS501

Understanding Assessment Terminology

Describe: Give a detailed account by recounting, characterising, outline and relating, in sequence, an event, situation, theory or point.

Discuss/Explain: Clarify or elaborate on the facts.  Focus on reasons how and why things happen or a why a particular point is important in the relevant context.

List: Using dot points, list a series of points, steps or stages that relate to the question.

Outline: Leaving out minor details, give an account of thing or a process outlining the main points of a topic.

Review: Provide a summary while analysing and commenting on the evidence, argument or other relevant points.

Summarise: Identify and interpret the most relevant features of a theory, discuss issue or detail, leaving out the finer details.

Develop: Involves the creation of the materials/activities/procedures to achieve the outcome.  This is about designing and creating,

Implement: After materials/activities/procedures are developed, test all materials/procedures to determine if they are functional and appropriate for the intended audience.

Evaluate: ensures that the materials/activities/procedures achieve their desired goals and involves a detailed review including any recommendations for change and reasons.

Plagiarism

While cooperative effort and the sharing of information are encouraged, you must ensure your assignments and assessments are representative of your own effort, knowledge, and skills. You must not take the work of others and present it as your own. Plagiarism may result in the assignment/assessment being deemed to be “not yet competent” by the Trainer / Assessor.

Students accused more than once of academic misconduct, including plagiarism, may be dismissed or cancelled from their course at the discretion of the Clinton Institute Director of Studies.

Plagiarism can take several forms:

  • Quoting from a book or an article without acknowledging the source.
  • Handing in someone else’s work as your own.
  • Stealing and passing off another person’s words or ideas and claiming them as your own.
  • Giving incorrect information about the source of a quotation or idea.
  • Downloading information from the internet without acknowledging the source.
  • Copying a section of a book or article and submitting it as one’s own work.
  • Presenting as a new and original idea or produce something which was derived from an existing source.

Referencing Materials

If you are unfamiliar with how to reference, we recommend that you review http://www.citethisforme.com/harvard-referencing. Two types of citations are included:

  • In-text citations are used when directly quoting or paraphrasing a source. They are located in the body of the work and contain a fragment of the full citation. Depending on the source type, some Harvard Reference in-text citations may look something like this:
    • “After that I lived like a young rajah in all the capitals of Europe…” (Fitzgerald, 2004).
  • Reference lists are located at the end of the work and display full citations for sources used in the assignment. Here is an example of a full citation for a book found in a Harvard Reference list:
    • Fitzgerald, F. (2004). The great Gatsby. New York: Scribner.*
  • It is preferred that students utilises Harvard Style referencing. Generally, Harvard Reference List citations follow this format:
    • Books: Last name, First Initial. (Year published). Title. City: Publisher, Page(s).
    • Journals/publication: Last name, First initial. (Year published). Article title. Journal, Volume (Issue), Page(s).
    • Websites: Website name, (Year published). Page title. [Online] Available at: URL [Accessed Day Mo. Year].

Understanding your results

The great thing with competency-based training is that you either deemed ‘competent’ (you can demonstrate the required skills and knowledge) or ‘not yet competent’ (at this time you haven’t been able to demonstrate required skills or knowledge). The key word is “YET”.

Your Trainer / Assessor will provide you with feedback on your assessments so that you know what you have done well in your assessment and what you need to improve upon or fix. An “NYC” result does not mean that you have failed and that is it – you have the opportunity to try again.  It could be that one question in your assessment was deemed not yet satisfactory and this is the only question that will require review.

Assessment outcomes

Each assessment task will be given an outcome of either Satisfactory (S) or Not Yet Satisfactory (NYS). You must complete all tasks satisfactorily to achieve an overall outcome of Competent (C) for a unit. If one or more of tasks are assessed as not yet satisfactory, you will be given an overall outcome for the unit of Not Yet Competent (NYC).

 

You will be allowed up to two (2) reassessments attempts to complete each task and achieve a satisfactory outcome. You will be given a timeframe for resubmission and advised what you must include in the resubmission.

 

There is an Assessment Task # – Outcome Record incorporated within an Assessment Cover Sheet at the beginning of each discreet assessment activity. Assessors will complete the Outcome Record section for each assessment activity. The summary of the outcomes will be transferred to the Overall Unit – Record of Assessment Outcomes located on the reverse of the first page Cover sheet of this Student Assessment Booklet..

Assessors Note -the Overall Unit – Record of Assessment Outcomes will become the first page of the submitted work when completed (by reversing the first page Cover sheet of this Student Assessment Booklet.)

 

Results legend

C Competent You have successfully completed unit and met the minimum

competency criteria and demonstrated the required skills and knowledge.

 

NYC Not Yet Competent You have not met minimum competency criteria for the unit. Certain section/s require review due to not meeting the requirements and, therefore, your work is deemed not yet competent.

 

Note: If you have had an initial assessment, a first reassessment and then a final reassessment, you will no longer have an opportunity to resubmit.  You will receive a “NYC” and have to re-enrol in the unit.

 

S Satisfactory Individual assessment/question is satisfactory.
NYS Not Satisfactory Individual has not yet achieved a satisfactory result for a specific assessment activity

Assessment attempts and resubmissions

You will have up to three (3) attempts to achieve a satisfactory outcome for each assessment. If after three (3) attempts you cannot achieve a satisfactory result for any assessment activity, the overall outcome with be Not Yet Competent (NYC) for the unit.

Resubmission

You will be given the opportunity to resubmit a Not Yet Satisfactory (NYS) assessment task up to two (2) times. Following the assessment outcome, you will be given appropriate feedback on previous attempt. This will enable you to have a total of three (3) attempts.

Timeframe

You will be provided with an appropriate timeframe by your trainer to resubmit your work. For example, you may be given 14 days to resubmit incorrect responses to written tasks or projects. Should you be required to complete a roleplay or presentation, your assessor will make an appointment time, which suits both of you.

Records

The Assessment Task Cover Sheet at the start of each assessment activity, includes a space to record the details of any re-attempts and resubmissions. Assessors must ensure that this is comprehensively detailed so that anybody reviewing the assessment record can tell exactly what occurred, when it occurred, how it occurred, who was involved and where any further evidence is located. Assessors must also make reference to ensuring that any reattempt or resubmission has been assessed in accordance with the model responses and performance descriptors included in the Assessor’s Marking Guide.

Assessment task cover sheet

At the beginning of each individual assessment task, you will find an Assessment Task Cover Sheet. Please fill out your student  details  on each cover Sheet and make sure you sign the student declaration.

Your assessor will complete the Outcome Record section and give you feedback about how well you went in each task. This will be written on the Assessment Task Cover Sheet.

Assessment appeals

You have the right to appeal an assessment decision. To make an appeal about an assessment decision, you must follow the process outlined in the Student Handbook.

Note that the Overall Unit – Record of Assessment Outcomes contains a section which says “Does the student wish to appeal the result?     □ YES   □ NO

Assessors must ensure that the appropriate box is ticked, after conferring with the student if necessary.

Assessment Overview

This Student Assessment Booklet includes all your tasks for assessment of BSBOPS501 Manage business resources

About your assessments

There are four (4) assessment tasks for this unit. You must satisfactorily complete all tasks to achieve competency for this unit.

Assessment Task About this task
Assessment Task 1: Written Questions You must correctly answer all ten (10) questions to show that they understand the knowledge required of this unit.
Evidence Required

·         All completed questions.

Assessment Task 2: Case Study – CFA

(Part 1)

You are required to demonstrate their ability to comprise bid information, develop a resource plan and monitoring of project.
Evidence Required

·         Activity 1: Resource Bid Information

·         Activity 2: CFA Resource Plan

·         Activity 3: Written Project Report

Assessment Task 3: Case Study – CFA

(Part 2)  

You are required to demonstrate your ability to develop a resource plan and monitoring of project.
Evidence Required

·         Activity 1: Second CFA Resource Plan

·         Activity 2: Written Project Report

Assessment Task 4: Case Study – Coffee Bar

 

You are required to demonstrate your ability to develop a resource plan and monitoring of project.
Evidence Required

·         Activity 1: MCB Resource Plan

·         Activity 2: Written Project Report

 

 

How to submit your assessments

When you have completed each assessment task you will need to submit it to your assessor.

Instructions about submitting your work can be found at the beginning of each assessment task.

Make sure you photocopy your written activities before you submit them. Your assessor will put the documents you submit into your student file. These will not be returned to you.

 

ASSESSMENT TASK COVER SHEET and TASK OUTCOME RECORD– ASSESSMENT TASK 1

Student: Please fill out your details and date of submission and complete the declaration. Keep a copy of your submission.

Student Name  
Student ID
Date of submission  
Course / Qualification BSB50120 Diploma of Business (Business Operations)
Unit(s) BSBOPS501 Manage business resources

Student declaration

I <Insert your name>__________________________________________declare that this is my own work and:

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature: ___________________________________________________________________________________________

Assessor to complete
Assessment requirements Satisfactory/
Not satisfactory
 

Attempt

(pls circle)

Written questions completed   1    2    3
Overall Outcome for Assessment Task 1:    

ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements

(if more space is required, continue on reverse of this page)

 

Assessors: Please provide a copy of this cover sheet to the student with assessment results and feedback. The original copy must be supplied to the office and kept on the student’s file with the evidence.

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

Assessor Signature:  ………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name: ______________________________________________________________________________________________

 

Authenticity Check
Student Name:
Student ID:
Unit of Competency: BSBOPS501 Manage business resources
Assessor Use Only
I confirm that I have checked this completed student assessment item and confirm (Assessor must tick one of the following):

¨  I have checked the authenticity of this work and am unable to detect any form of plagiarism, collusion or cheating and believe the contents of the submission is the students own work.

¨  I have checked the authenticity of this work and have identified potential instances of plagiarism, collusion or cheating. A detailed file note is attached to this completed assessment item, detailing the issues of concern, which will be submitted to the Director of Studies for further investigations and action. The student has been marked Not Yet Satisfactory in this assessment.

Assessor Signature:  

 

Date checked:

 

Assessment Task 1: WRITTEN QUESTIONS

Task summary:

You are required to answer all ten (10) questions correctly in this task.

You will have two (2) hours to complete this assessment.

Resources and equipment required to complete this task

  • Student Leaner Guide for this Unit
  • Computer
  • Access to the Internet

Note: Clinton Institute provides students with access to a computer and internet

When and where do I complete this task?

This task is to be completed in the classroom. Your assessor will advise on the date(s) and time(s) of the assessment.

What do I need to submit and Do?

What do you need to do? What evidence is required?
Answer all ten (10) questions. You will need to submit your answers to all ten (10) questions.

Decision Making Rules

Assessors will compare student responses/performance with the model responses and performance descriptors contained in the Assessors Marking Guide. Your responses do not have to be verbatim (unless otherwise specified), but must convey the same meaning as each component listed. Similarly, you do not have to perform exactly as described in the marking guide (unless otherwise specified), but you must address each performance components listed.

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.

What happens if I get something wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.

Instructions

  • This is an open book assessment – you can use your learning materials as reference.
  • You need to answer all questions correctly
  • You must answer the questions by writing in the space provided and/ or you may complete using softcopy tasks or templates electronically when provided.
  • If you need more space, you can use extra paper. Make sure you write on each extra piece of paper your name and the question number/s you are answering.

 

Assessor will tick either □ Satisfactory OR □ Not yet satisfactory for each question and sub-questions.

 

Assessment Task 1: Written Questions

Question 1

List below four (4) legislative and regulatory requirements, relevant to managing business resources.

1 Financial regulation laws

 

2 Tax laws

 

3 Interstate commerce laws

 

4 Intellectual property laws (Bellouard, et al., 2012).

 

Outcome for Question 1:  □ Satisfactory OR □ Not yet satisfactory

 

Question 2

Resource Planning is an important requirement of any business, and ensures it has the required resources to meet its objectives. Outline each of the following Resource Plan Contents.

Resource Plan Content Outline of Resource Plan Content
Acquisition and allocation of resources Once we get the essentials in line, we require beginning describing the project and evaluating the resources essential for moving the project onward.

 

 

Timelines and the relationship to business strategies The timeline and the relationship to the strategies of business create the milestone of the plan of business – the number of staff, locations, targets of sales, probable bet revenue and some other objectives.

 

 

Contingency plans and processes 1. Innovate and make the list of main risks

2. Arrange the risks

3. Gather and identify the resources

4. Begin creating the plans of contingency for each event

5. Discuss the plan with the team

6. Reconsider the plan.

 

 

Costs and budgets It outlines the provision of estimation of cost to the estimated components of the project that need definite resources (Bellouard, et al., 2012).

 

 

Outcome for Question 2:  □ Satisfactory OR □ Not yet satisfactory

Question 3

Outline below two (2) resource acquisition processes

1 Firstly define the project accurately.
2 Then find the necessary resource and then allocate those resources for meeting the requirements (Bellouard, et al., 2012).
Outcome for Question 3:  □ Satisfactory OR □ Not yet satisfactory

 

Question 4

Outline how you would manage finances, including project budgets

The following strategies are there to manage finances involving budgets of the project:

1. Understanding the wants and needs of the stakeholders

2. Identify when the situations have changed

3. Keep the project stakeholders informed about everything

4. Exactly manage and identify change

5. Develop accurate key performance indicators

6. Reconsider, evaluate, re-forecast (Farrar & Worden, 2012).

Outcome for Question 4:  □ Satisfactory OR □ Not yet satisfactory

 

Question 5

Outline below two (2) potential resource allocation review procedures

1 Know the scope – Before we could allocate the resource and direct them all, we must describe the project scope we are operating on.

 

2 Classify resources – We are aware of the project goals, tasks and scope for the project required being on accurate time and as per the approved budget, now we must gather all the resources (Farrar & Worden, 2012).

 

Outcome for Question 5:  □ Satisfactory OR □ Not yet satisfactory

 

Question 6

What are objectives of a business Unit?

The objectives are something that the organization of business needs to obtain over a particular time. These might be for earning profit for development and growth, for giving a better quality of goods to the consumers, for protecting the environment.

The objectives include:

1. Organic

2. Social

3. Strategic

4. National

5. Human

6. Economic (Laffan & Lindner, 2014).

 

 

 

Outcome for Question 6:  □ Satisfactory OR □ Not yet satisfactory

 

Question 7

Identify below three (3) typical risks associated with managing business resources and a risk management strategy for each

# Typical Risk with Managing Business Resources &  Mitigation Strategy
1 Risk Economic Risk

Mitigation strategy To mitigate this risk save money as much as you can for maintaining the steady flow of cash. Operate the business with a slender budget with very low overhead by all cycles of the economy as a section of the plan of business (Laffan & Lindner, 2014).

 

□ Satisfactory OR □ Not yet satisfactory

2 Risk Compliance Risk

 

Mitigation strategy Stay vigilant in the following compliance through joining the organization of industry, daily review the agency information of government.

 

□ Satisfactory OR □ Not yet satisfactory

3 Risk Financial risk

 

Mitigation strategy Making some adjustments to the plan of business can help in avoiding harming the flow of cash or creating some unlikely loss (Laffan & Lindner, 2014).

 

□ Satisfactory OR □ Not yet satisfactory

Outcome for Question 7:  □ Satisfactory OR □ Not yet satisfactory

 

Question 8

Identify below two (2) procedures for risk management, including requirements for the considerations of potential changes in government priorities

1 Risk analysis – It includes establishing the risk understanding and giving the input to the evaluation of risk and to the decisions on whether the risks are required to be preserved, on the accurate treatment techniques of risk.

 

2 Risk evaluation – The main objective of this is for assisting in decision making, as per the results of analysis of risk about which need treatment of risk and the precedence for the implementation of treatment (Kane, 2012).

 

Outcome for Question 8:  □ Satisfactory OR □ Not yet satisfactory

 

Question 9

List below the five (5) key elements required to monitor usage of both physical and human resources

1 Percentage of the staff trained in the policies of the company

 

2 Competitiveness of salary or wages

 

3 Pay gap as per gender

 

4 Number of the initiatives of diversity

 

5 Rate of diversity or demographics of employees (Kane, 2012).

 

Outcome for Question 9:  □ Satisfactory OR □ Not yet satisfactory

 

Question 10

Outline below two (2) sources of information required to monitor usage of both physical and human resources

Resource Type # Information Required to Monitor Usage of Resource
Physical Resources 1 Data of organization
2 Managers of the organization
Human Resources 1 Information from managers
2 Top management (Kane, 2012).
Outcome for Question 10:  □ Satisfactory OR □ Not yet satisfactory

 

 

**** END OF ASSESSMENT TASK 1 ****

What do I need to hand in for this task? Have I completed this?
Your answers to each question o

 

ASSESSMENT TASK COVER SHEET – ASSESSMENT TASK 2

Student: Please fill out your details and date of submission and complete the declaration. Keep a copy of your submission.

Student Name  
Student ID
Date of submission  
Course / Qualification BSB50120 Diploma of Business (Business Operations)
Unit(s) BSBOPS501 Manage business resources

Student declaration

I <Insert your name>__________________________________________declare that this is my own work and:

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature: ___________________________________________________________________________________________

Assessor to complete
Assessment requirements Satisfactory/
Not satisfactory
 

Attempt

(pls circle)

Activity 1: Completed Resource Bid Information   1     2     3
Activity 2:Developed CFA Resource Plan   1     2     3
Activity 3: Completed Written Project Report   1     2     3
Overall Outcome for Assessment Task 2:    

ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements

(if more space is required, continue on reverse of this page)

 

Assessors: Please provide a copy of this cover sheet to the student with assessment results and feedback. The original copy must be supplied to the office and kept on the student’s file with the evidence.

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

Assessor Signature:  ………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name: ______________________________________________________________________________________________

 

Authenticity Check
Student Name:
Student ID:
Unit of Competency: BSBOPS501 Manage business resources
Assessor Use Only
I confirm that I have checked this completed student assessment item and confirm (Assessor must tick one of the following):

¨  I have checked the authenticity of this work and am unable to detect any form of plagiarism, collusion or cheating and believe the contents of the submission is the students own work.

¨  I have checked the authenticity of this work and have identified potential instances of plagiarism, collusion or cheating. A detailed file note is attached to this completed assessment item, detailing the issues of concern, which will be submitted to the Director of Studies for further investigations and action. The student has been marked Not Yet Satisfactory in this assessment.

Assessor Signature:  

 

Date checked:

 

this page intentionally blank

 

 

 

 

 

Assessment Task 2: CASE STUDY – CFA – Part 1

Task summary:

This assessment task is in three (3) parts.

o    Activity 1: You are required to complete Resource Bid Information

o    Activity 2: You are required to develop a Resource Plan

o    Activity 3: You are required to develop a written Project Report

 

  • You will have six (6) hours to complete this assessment, which may be undertaken in more than one session.

 

Resources and equipment required to complete this assessment

  • Computer and Microsoft Office/ Email
  • Access to the internet
  • Meeting space

Note: Clinton Institute will provide all the forementioned to complete this assessment

When and where do I complete this task?

This task is to be completed in the classroom. Your assessor will advise on the date(s) and time(s) of the assessment. ,  which may be undertaken in more than one session.

What do I need to submit and Do?

What do you need to do? What evidence is required?
Activity 1: Complete resource bid information Completed Resource Bid Information
Activity 2: Develop a Resource Plan Completed Resource Plan
Activity 3: Develop a written Project Report Completed Written Project Report

Decision Making Rules

Assessors will compare student responses/performance with the model responses and performance descriptors contained in the Assessors Marking Guide. Your responses do not have to be verbatim (unless otherwise specified), but must convey the same meaning as each component listed. Similarly, you do not have to perform exactly as described in the marking guide (unless otherwise specified), but you must address each performance components listed.

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.

What happens if I get something wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.

 

Assessment Task 2: Case Study – CFA (Part 1)

 

Students Instructions:

Case Study – Background Information

 

You’re employed at Custom Fit-outs Australia (CFA) as the Operational Manager. CFA have an establish reputation and well-known brand. CFA is an ISO accredited company and has been ISO accredited for over ten (10) years.

 

The Victorian Government has just released a Tender for the commission of one hundred (100) fully equipped self-contained vehicles to accommodate emergency serviceman during bushfires and other state of emergency responses, providing on-site accommodation at established base camps. These vehicles must be small enough to travel on small country roads, which buses and large vehicles cannot access.

 

Vehicle Requirements

·         Sleep a minimum of two (2) individuals

·         On board water tank

·         Kitchen with stove top, refrigerator and sink

·         Toilet and shower

·         Hot water service

·         Storage for personal items

·         Satellite navigation and tracking equipment 

 

Specified timeframe on the Tender, for the delivery of the required one hundred (100) vehicles is twelve (12) months. 

You have discussed the potential opportunity with Mike Downer, the company CEO, who is keen to submit a bid for the Tender.

A meeting is held with all the relevant stakeholders to discuss the opportunity in more details.

During the meeting, the nature and level of resources required was determined as followed:

·         This project would need to be established as a separate business unit within CKA

·         This business unit will need to be over and above CFA current budget and KPI’s

·         Agreed contingency budget of 5% to be built into the overall project budget

·         CEO has requested an additional 20% profit margin on total project

·         Need to acquire external expertise to develop the Tender for submission

·         Need to identify opportunities to share resources across the business unit within CFA

·         Additional resources to meet the twelve (12) month timeframe will need to be attained

·         Project budget will need to be established to determine resource requirements and identify bid value (Proposed costs)

·         Need to identify benefits CFA can offer the Victorian Government over potential competitors

 

Note: To assist you in completion of this assessment task you may like to access the following:

 

 

 

Activity 1

Develop Resource Bid Information

Further Case Study Information

Following the meeting, the Assembly and Fit-out team have done some research, and determined that purchasing vans and then customising the fit-out will be that most cost effective and efficient way to fulfil the government tender.

The Assembly and Fit-out Manager, David White has an established network with the fleet manager at Ford Australia, who has provided CFA with an exclusive written quote for one hundred (100) Ford Transit vehicles for $5,000,000.00, being only $50,000.00 each (including GST) dive away and includes one (1) years free registration. This is a total saving of $6,717.00 on RRP plus registration of up to $835.90 on each vehicle. 

Part of the quote also allows staged delivery over the next twelve (12) months (As required) to be able to offer the client a completed staged delivery throughout the year, with registration commencing only once client takes delivery. 

Ford Transit – Vehicle Specifications:

·         Engine 2.0 litre, 4-cylinder turbo.

·         6- speed Automatic transmission

·         Fuel use: L/100Km

·         Power: 125KW at 3500rpm

The Design team has developed a custom design fit-out which meets all the clients’ requirements including two (2) single fold away beds or one (1) queen bed and a collapsible table for $8,450.00 plus GST on materials and part for the following design (Excluding labour costs):

 

It has been identified that a large corner of the factory in Dandenong is currently not being used, and will be allocated to this project if the event of successful tender bid. This will be an added benefit as this overhead will be absorbed by CFA and not added as a budgeted project expense.

It has been determined that an additional three (3) full-time staff will need to be acquired on a twelve-month contract to meet the resource demand, to enable delivery of the required one hundred (100) vehicles within twelve (12) months. It is estimated each new contractor will cost approx. $85,000.00 including training time and superannuation.

An external expert with a 98% success rate in writing tenders has been engaged for $20,000.00 including GST. In order to provide the Tender writer with all information to be able to write the tender, you have been asked to develop a draft resource bid, outlining all the information we have so far.

 

Use the information in the Case Study to develop Resource Bid Information for the Tender Writer.

Analyse the project resource requirements to identify the proposed costs and benefits, using the template following. (Template also available as a separate document in soft copy on request).

 

 

 

 

Project Resources Bid Information
Project Name: Tender of 100 self-equipped vehicles
Project Description: The Victorian government has released a tender for the commission of 100 hundred self-equipped vehicles to CFA company (Pierre, 2014).
A.      Cost of Project Resources
Vehicle Purchase $5,000,000.00
Custom Fit-out Materials $50,000
Materials GST $250
HR Resources $250
Sub-Total Project Expenses $6,050,000
5% Contingency Value $25000
Sub-Total Project Expenses with contingency $30,000
20% Profit Margin on Project $50,000
Expert Tender Writer $45,000
Total tender bid value $5,000,000
Total Unit Cost to client  $7,000,000
B.       Benefits of CFA
List three (3) benefits CFA offers in this project.

 

1  They can large profits from this tender

 

2 The Victorian Government will provide them with big offers in future

 

3 By completing this project, CFA’s reputation will be increased in the market (Pierre, 2014).

 

 

Identify five (5) opportunities to share resources across business units within the organisation

1 Earning more profits

 

2 To complete the tender in the given duration

 

3 To complete the tender under the planned budget

 

4 To avoid the risk in completing the tender

 

5 To make the vehicles as per the given brief (Pierre, 2014).

 

C.       Internal Resourcing Capacity & External Resources Requirements Internal Resourcing Capacity & External Resources Requirements
List of Internal Resource Capacity

List a minimum of three (3)

1 Funds

 

2 Volunteers

 

3 Equipment and tools

 

List of external Resources Required

List a minimum of three (3)

1 Badges of security

 

2 Computers

 

3 Cell phones (Pierre, 2014).

 

 

Activity 2

Further Case Study Information

The Tender submission was a success and CFA was awarded the contract to provide the Victorian Government with one hundred (100) fully equipped self-contained vehicles to accommodate emergency serviceman during bushfires and other state of emergency responses, providing on-site accommodation at established base camps, over the next twelve (12) months.

 

As the Operations Manager you are required to develop a Resource Plan (V1.0) for the project over the next 12 – months to ensure the project runs to schedule as planned.

Additional Resource Plan information:

·         Document ID: VGT/1234A

·         Document Owner: CFA Operations Manager

·         Date of Issue: Date created/ completed 

·         File Name: Resource Plan VGT/1234A

·         Once completed the document will need to be approved by the project team: CEO (Project Sponsor), Assembly & Fit-out Manager (Procurement Manager) & Operations Manager (Project Manager) 

 

 

Develop a Resource Plan

Use the information in the Case Study, to develop a Resource Plan using the template following. (Template also available as a separate document in soft copy on request):

 

 

<Project Name>

 

RESOURCE PLAN
Version: <Version Number>
  1. Document Control

.

 

Document Information

Document ID VGT/1234A
Document Owner  CFA Operations Manager

 

Issue Date 20-02-2022
Last Saved Date 06-03-2022
File Name Resource Plan VGT/1234A
  1. Document History

Insert the document version number and associated information.

Version Issue Date Changes
VGT/1234A 20-02-2022

 

They implement the back plan of this project.

 

 

  1. Document Approval

Insert the document approval information.

Project Team Role Name Signature Date
CFA Operations Manager

 

Jack 20-02-2022
CFA sales manager Max 20-02-2022
CFA marketing manager Sarah 20-02-2022

 

  1. Resources Allocated

Insert the information on the resources that will be required to deliver the project.

Resource Acquisition and Allocation of Resources
Project Team CFA members
Project Staff Sales, operation, and marketing manager
Customer Support Customerhelpline@au.in
Facilities Operations,sales,and marketing
Equipment Tools, and types of equipment
Software Tools

Must include a system for monitoring resource usage

Cameras, recorder, equipment, and tools.

Manufacturing types of equipment, and the machines, electrition

High-level mechanics, and engineers.

Plan report and the resource plan data to calculate the estimation of the project budget.

Other Marketing information and other sources.
  1. Procedures for evaluation of resource allocation

Insert two (2) procedures for evaluating resource allocation, that will be used to ensure resource allocation is efficient and maximizes productivity.

Evaluation Procedure #1 The organization that is needed to increase their productivity in the market and for this, they have to allocate the location and start the productivity of the company in the market to build their project.

 

Evaluation Procedure #2 After allocation, they have to start the work and the productivity and implement the work and the teammates according to the work requirements.

 

 

  1. Procedures to review resource allocation against business unit objectives

Insert two (2) procedures to review resource allocation, in the event the evaluation procedures determine that efficiency and maximum productivity is not being maintained.

 

Review of Resources Allocation Procedure #1 Before the project started they have to check all the pieces of equipment and the tools and check their working capacity.

 

 

Review of Resources Allocation Procedure #2 In the second resources plan, they have to confirm all the details and the resources places to start the project on time.

 

 

  1. Project Timeline

Identify project activities to be undertaken over the project period of twelve (12) months, ensuring 100 vehicles are completed in that period.

 

 

Project Activity Description Project Duration in Months
Prior to Project commencement 1 2 3 4 5 6 7 8 9 10 11 12
 

Implement the project plan in the market.

*
 

Development the project team

*

 

 

Divide the teammates according to department

*

 

  1. Risk Management

Identify project risks, rate the risk and establish risk management mitigation strategy. List a minimum of five (5) project risks

Likelihood Consequence
Minor Moderate Significant Major Catastrophic
1 2 3 4 5
Rare 1 1 2 3 4 5
Unlikely 2 1 4 6 8 10
Moderate 3 1 6 9 12 15
Likely 4 1 8 12 16 20
Almost Certain 5 1 10 15 20 25

 

 

# Identified Potential Risk

Identify potential risk below

Likelihood

(1-5)

Consequence

(1-5)

Risk Rating

(1-25)

Strategy to Treat Potential Risk

Identify a strategy to eliminate or mitigate potential risk

1 Tools and the failure of the equipment

 

 

 

 

4 4 15 They have to arrange the tools and the equipment more for the backup option.
2  

Funds unavailable

 

 

 

5 5 25 If they will not get the required fund amount then their project will get fail and there might be the chance they would not be able to do start the project on time.
3 Unavailable team members

 

 

 

 

5 4 20 If the team members or the staff members are not there on time then this will cost a huge loss to the company.
4 Unavailable to complete the tender on time

 

 

 

 

5 4 10 If the company was unable to complete the tender on time then there might be a chance they have to face a huge crisis in the market from their competitors.
5 Cyber risk

 

 

 

 

5 5 20 If the company project has may cause cyber crime and they will have to face cyber risks because of this their all data may get a leak and because of this they have to get a cyber risk team in their organization (Zhang et al., 2020).

 

 

  1. Contingency Plans

Develop contingency plans for each of the following potential project issues.

 

Contingency Scenario Outline Contingency Plan
Fail to acquire the additional required skills before project commencement. There might be chances that the project can be failed and for securing it they have to put some other kinds of skills and the additional level of skills to make their project great. According to the contingency requirement and the plan demand, they have to show their great skills in the organization to make the project work and be worth it (Wang, et al., 2020).

 

 

Ford (Vehicle Supplier) fails to deliver vehicles on time and hold up project production/ scheduled timeframes If the vehicle supplier of the ford organization is unable to deliver their goods on time then this may cause the bad reputation of the company and the late delivery sign of the company’s inappropriate working policy. If they provide the late service to the project team of the ford organization then this will slow down the production of the vehicle in the market and because of this, the competition level in the market will be increased, and ford company has to face it (Wang, et al., 2020).

 

 

CFA’s main business grows and needs the factory space, allocated to the project for assembly. If the main business of the CFA grows so based on this the company has to make the contingency plan in which they have to make and build the company factory space, the location of the organization, and how they have to assemble the project allocation. Space is required by the organization for their growing business development and they have to check all the other equipment, tools, and resources available in the market to make the plan into reality (Zhang et al., 2020).

 

 

 

 

  1. Costs and Budget

Develop project budget estimates for each of the following project expense areas:

 

Project Budget
Project Expenses Expense Value
Vehicle Purchase $5,000,000.00
Custom Fit-out Materials $50,000
Materials GST $250
HR Resources $250
Sub-Total Project Expenses $6,050,000
5% Contingency Value $25000
Total Project Budget $ 11,125,5000

 

 

 

 

Activity 3

Monitoring of Project and Write Project Report

 

Further Case Study Information

The Resource Plan you developed in Activity 2, has been approved by required stakeholders.

You immediately implement the Resource Plan and related processes as required to ensure the project commencing is efficient and well organised.

*******************

One (1) Month Since Project Commencement

Three (3) skilled contract staff were appointed, and undertook training and guidance by one (1) of CFA senior assembly and fit-out team members.

 

Vehicle fit-out production has commenced, however the senior assembly and fit-out team member, who is very quick, has completed three (3) vehicles on his own in this period, on top of training the three (3) new staff members.

 

Assembly & Fit-out (A&FO) staff Vehicles Completed in the first (1st) Month
Senior A&FO (Trainer) 3
New Contractor A&FO #1 2
New Contractor A&FO #1
New Contractor A&FO #1

 

The senior assembly and fit-out team member, is scheduled to return to his regular duties at the end of the week, having fully trained the new project team members. 

The client is very happy with the standard of work, but expressed fears that CFA may be in potential danger of not meeting the 100 vehicle requirement within the next 11 months, as CFA has only delivered five (5) vehicles to date.

 

To maintain 100 completed vehicles within twelve (12) months, CFA needs to average 8.3 completed vehicles each month.

 

Current Project Spend

Vehicle Purchase  $250,000.00
Fit-out materials $42,250.00
HR Resources $18,000.00

 

Monitoring of Project and Write Project Report

Use the information in the case study to write a Project Progress Report to the project team, using the template following. (Template also available as a separate document in soft copy on request)

 

 

This page intentionally blank

 

Project Report
Report To: General Manager
Report By: Manager
Monitoring of Project Deliverables
Monthly Deliverable Target

List the number of vehicles to be completed in the first month according to your Resource Plan from Activity 2.

5 vehicles
Actual Monthly Deliverables Achieved Five (5)
Outcome/ Assessment of Monthly Target

Assess if the actual completed vehicles are on-track, behind or ahead according to your resource Plan from Activity 2.

5 vehicles are completed in a month but the CFA has to make 95 vehicles in the upcoming 11 months (Pierre, 2014).
Monitoring of Project Budget
Monthly Budget Amount

Outline the first month budget, according to your Resource Plan (budget) from Activity 2.

 

$40,000

Actual Project Spend $310,250

 

Outcome/ Assessment of Monthly Budget

Assess if the actual project costs are on-track, Under budget or over budget according to your resource Plan (budget) from Activity 2.

The budget has gone further than it was planned. Now the CFA company has to adjust their budget to make the remaining vehicles (Pierre, 2014).
Recommendations
Suggested Recommendations

List a minimum of two (2) improvements to work practices for the efficient use of resources

The workers should use the given resources efficiently to maintain the budget of the project.

 

The management must review the usage of resources at every time so that they have information that how much resource is remaining (Pierre, 2014).

 

 

 

 

 

**** END OF ASSESSMENT TASK 2 ****

What do I need to hand in for this task? Have I completed this?
Activity 1: Completed Resource Bid Information o
Activity 2: Completed Resource Plan o
Activity 3: Completed Project Report o

 

 

 

ASSESSMENT TASK COVER SHEET – ASSESSMENT TASK 3

Student: Please fill out your details and date of submission and complete the declaration. Keep a copy of your submission.

Student Name  
Student ID
Date of submission  
Course / Qualification BSB50120 Diploma of Business (Business Operations)
Unit(s) BSBOPS501 Manage business resources

Student declaration

I <Insert your name>__________________________________________declare that this is my own work and:

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature: ___________________________________________________________________________________________

Assessor to complete
Assessment requirements Satisfactory/
Not satisfactory
 

Attempt

(pls circle)

Activity 1: Develop a Second Resource Plan   1     2     3
Activity 2: Develop a Written Project Report   1     2     3
Overall Outcome for Assessment Task 3:    

ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements

(if more space is required, continue on reverse of this page)

 

Assessors: Please provide a copy of this cover sheet to the student with assessment results and feedback. The original copy must be supplied to the office and kept on the student’s file with the evidence.

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

Assessor Signature:  ………………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name: ______________________________________________________________________________________________

 

 

 

Authenticity Check
Student Name:
Student ID:
Unit of Competency: BSBOPS501 Manage business resources
Assessor Use Only
I confirm that I have checked this completed student assessment item and confirm (Assessor must tick one of the following):

¨  I have checked the authenticity of this work and am unable to detect any form of plagiarism, collusion or cheating and believe the contents of the submission is the students own work.

¨  I have checked the authenticity of this work and have identified potential instances of plagiarism, collusion or cheating. A detailed file note is attached to this completed assessment item, detailing the issues of concern, which will be submitted to the Director of Studies for further investigations and action. The student has been marked Not Yet Satisfactory in this assessment.

Assessor Signature:  

 

Date checked:

 

 

Assessment Task 3: CASE STUDY– CFA (Part 2)

Task summary:

This assessment task is in two (2) activities.

  • Activity 1: You are required to develop a second Resource Plan
  • Activity 2: You are required to develop a written Project Report

You will have three (3) hours to complete this assessment,  which may be undertaken in more than one session.

 

Resources and equipment required to complete this assessment

  • Student Leaner Guide for this Unit
  • Computer
  • Access to the Internet

Note: Clinton Institute provides students with access to a computer and internet

When and where do I complete this task?

This task is to be completed in the classroom. Your assessor will advise on the date(s) and time(s) of the assessment.

What do I need to submit and do?

What you need to do: What evidence is required:
Activity 1: Develop a second Resource Plan Completed Resource Plan
Activity 2: Monitor performance and develop a Project Report Completed Project Report

Decision Making Rules

Assessors will compare student responses/performance with the model responses and performance descriptors contained in the Assessors Marking Guide. Your responses do not have to be verbatim (unless otherwise specified), but must convey the same meaning as each component listed. Similarly, you do not have to perform exactly as described in the marking guide (unless otherwise specified), but you must address each performance components listed.

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.

What happens if I get something wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.

 

 

 

Assessment Task 3: Case Study – CFA (Part 2)

Students Instructions:

Case Study Background Information

It’s eight (8) months into the VGT project and the project is ahead of schedule.

 

The client is very happy with the quality and progress CFA has delivered.

The client has now asked you if CFA would consider providing them with custom canvas awnings, for all one hundred (100) Vehicles. The client is prepared to wait four (4) months before commencing the new project.

You have discussed the potential opportunity with the CEO who is keen to keep the client happy and continue to build a professional rapport with the client for further tenders.

 

Project Objectives Communicated by the Client 

·         Design custom canvas awning/ room for accommodation vehicles

·         Erectable awning room must feature walls, ventilation and a waterproof ceiling: 2.5m x 2.5m

You hold a meeting to consult with stakeholders/ project team to determine the nature and level of resources required to achieve the project objectives. 

During the meeting, the nature and level of resources required was determined as followed:

·         It has been identified that CFA already has a canvas awning erectable room in its current product range with meets the clients’ objectives 

·         As the current project is running ahead of schedule, it has been suggested that CFA retains one of the contractor beyond the twelve (12) months and extends they contract by one (1) month, to put the awning together.

·         The awning canvas is currently supplied by an overseas supplier, and delivered to CFA fully machined. Once delivered to CFA, all that needs to be done, is band the awning canvas, and construct the awning poles by cutting the material to size and fitting fastening, joins and stops. 

·         This awning is currently listed for RRP of $539.00 plus GST of with a profit margin of 50%

 

Additional Recourse Plan information:

·         Document ID: VGT/1235B

·         Document Owner: CFA Operations Manager

·         Date of Issue: Date created/ completed 

·         File Name: Resource Plan VGT/1235B

·         Once completed the document will need to be approved by the project team: CEO (Project Sponsor), Assembly & Fit-out Manager (Procurement Manager) & Operations Manager (Project Manager) 

 

 

Note: To assist you in completion of this assessment task you may like to access the following:

 

 

 

 

Activity 1

Develop a Second Resource Plan

Further Case Study Background Information

The client has agreed to the price of $539.00 plus GST for each unit. Total contract value of $59,290 inclusive of GST, to be delivery one (1) month post completion of the other contract.

 

 

Use the information in this Case Study, to develop a Resource Plan using the template following. (Template also available as a separate document in soft copy on request)

 

<VGT Project>
RESOURCE PLAN #2
Version: 1.0
  1. Document Control

Document Information

Document ID VGT/1235B
Document Owner CFA Operations Manager
Issue Date 01-03-2022
Last Saved Date 05-02-2022
File Name Resource Plan VGT/1235B

 

  1. Document History
Version Issue Date Changes
1.0 01-03-2022 Changes made in Title pages

 

  1. Document Approval
Project Team Role Name Signature Date
Sponsor of Overall Project John John 01-03-2022
Project Grouping reviewed Michael Michael 01-03-2022
Project Office Manager Henry Henry 01-03-2022

 

 

  1. Resources Allocated

Insert the information on the resources that will be required to deliver the project.

 

Resource Acquisition and Allocation of Resources
Project Team  Following members included in the Project –

1. Team Members of project

2. Staff Members of the organization.

3. Suppliers and Providers.

4. Board Members

5. CEO

6. Operations Manager

Project Staff Operations Manager and Operations Associate
Customer Support Customer support is providing to all the customers of the organization and customer handling team.
Facilities Facilities provide to staff members and the clients is to getting ready the vehicle which is used by the Victorian government in the project of emergency and there are facilities included accommodation facilities.
Equipment  Equipment used here is Vehicle in the project.
Software Tools

Must include a system for monitoring resource usage

 Software tools included in the project such as antivirus software which keep all the data safe, accommodation software which will be provided in vehicles, so that clients can use all the facilities, canvas can be used.
Other Others include the awning canvas currently supplied by an overseas supplier

 

 

  1. Project Timeline

Identify project activities to be undertaken over the project period of one (1) months, ensuring 100 awnings are completed in that period.

Project Activity Description Project Duration in Weeks
1 2 3 4
 

Identified that CFA already has a canvas awning erectable room

  This week    
The awning canvas is currently supplied by an overseas supplier

 

    This week

 

  1. Risk Management

Identify project risks, rate the risk and establish risk management mitigation strategy. List a minimum of five (5) project risks

 

Likelihood Consequence
  Minor Moderate Significant Major Catastrophic
1 2 3 4 5
Rare 1 1 2 3 4 5
Unlikely 2 1 4 6 8 10
Moderate 3 1 6 9 12 15
Likely 4 1 8 12 16 20
Almost Certain 5 1 10 15 20 25

 

# Identified Potential Risk

Identify potential risk below

Likelihood

(1-5)

Consequence

(1-5)

Risk Rating

(1-25)

Strategy to Treat Potential Risk

Identify a strategy to eliminate or mitigate potential risk

1  

Objectives not achieved

 

 

 

2 3 6 Communication must be proper to achieve objectives (Kerzner, et al., 2019).
2  

Cost decided has been increased

 

 

 

3 4 12 Allocation of resources done properly so that there is proper utilization of resources
3  

room for accommodation vehicles is not created and achieved

 

 

 

4 4 20 Allocation done properly.
4 Employees not understand the objectives which achieved properly

 

3 4 12 Provide training to employees so that performance of employees achieved (Kerzner, et al., 2019).

 

  1. Contingency Plans

Develop contingency plans for each of the following potential project issues.

 

Contingency Scenario Outline Contingency Plan
Contract staff are not prepared to extend their contract for the required additional month The contingency plan prepared here is that expenses are recorded separately for the risks identified in the organization and ensure that all the risks are recorded and the amount that is kept in the contingency plan is only 10% of the profit.
Overseas supplier fails to deliver materials on time and hold up project production/ scheduled timeframes If the overseas suppliers fail to provide materials on time, then have the contact with another supplier who can provide materials at the same cost whether its of low quality or the same quality but the materials must be accessed on time.

 

 

  1. Costs and Budget

Develop project budget estimates for each of the following project expense areas:

Project Budget
Project Expenses Expense Value
Awning materials $15,000
HR Resources $10,000
50% Profit Margin on Project $5,000
GST $1,000
Total Project Budget $31,000

 

 

Activity 2

Monitoring of Project and Write Project Report

Further Case Study Information

The Resource Plan you developed in Activity 1, has been approved by required stakeholders.

You immediately implement the Resource Plan and related processes as required to ensure the project commencing is efficient and well organised.

 

You ordered and paid for all the required materials for the awning construction from the overseas supplier to ensure there were no hold ups.

One (1) of the skilled contract staff were retained for an agreed additional month.

Awning materials were delivered and ready for assembly.

*******************

Project Commencement

One (1) of the skilled contract staff were retained for an agreed additional month.

Its 10.00am on Monday morning and the skilled contractor has not turned up for work as yet.

 

Friday – Week One (1)

The contractor who agreed to extend his contract has not turned up to work all week, with no communication or explanation. You have attempted to contact he on numerous occasions, but his phone just rings out and your messages are not being returned. In fear of his welfare you contact the emergency contract details on his employment form. Both number provided are disconnected.

 

Assembly & Fit-out (A&FO) staff Awnings Completed in the first (1st) Week
Contractor A&FO #1 0

 

Current Project Spend

Materials Purchased  $20,283.34
HR Resources $0

 

Monitoring of Project and Write Project Report

Use the information in the case study to write a Project Progress Report, to the project team, using the template following. (Template also available as a separate document in soft copy on request)

 

 

Project Report #2
Report To: CEO
Report By: Operations Manager
Monitoring of Project Deliverables
Weekly Deliverable Target

List the number of awnings to be completed in the first week according to your Resource Plan from Activity 1.

Number of awnings to be completed in the first week are such as –

1. First is accommodation must be given in the vehicles.

2. Awning Campus must be established (Hussein, et al., 2018).

3. Skilled contract staff must be hired for the additional report of the organization.

Actual Weekly Deliverables Achieved Zero (0)
Outcome/ Assessment of Weekly Target

Assess if the actual completed awnings are on-track, behind or ahead according to your resource Plan from Activity 1.

Outcome of the weekly target is that objectives are achieved in the organization, and Awning materials were delivered and ready for assembly, and it ensure that all the materials are used properly and communicated effectively and efficiently (Hussein, et al., 2018).
Monitoring of Project Budget
Weekly Budget Amount

Outline the first week’s budget, according to your Resource Plan (budget) from Activity 1.

Monitoring of Project Budget is around $50,0000, and the first week budget is approximately that is $5,000 and it will be different in different weeks.
Actual Project Spend Actual Project Spend is $55,000.
Outcome/ Assessment of Weekly Budget

Assess if the actual project costs are on-track, Under budget or over budget according to your resource Plan (budget) from Activity 1.

Outcome of weekly budget is that it has been achieved and it achieve by ensuring that targets are achieved, and there was not much extending of resources.
Recommendations
Suggested Recommendations

List a minimum of two (2) improvements to work practices for the efficient use of resources

Recommendations include –

1. Contract must be signed with the staff members to ensure that project is delivered on time for the additional month.

2. required materials for the awning construction from the overseas supplier to ensure there were no hold ups.

 

****END OF ASSESSMENT TASK 3****

What do I need to hand in for this task? Have I completed this?
Activity 1: Second CFA Resource Plan o
Activity 2: Written Project Report o

 

 

ASSESSMENT TASK COVER SHEET – ASSESSMENT TASK 4

Student: Please fill out your details and date of submission and complete the declaration. Keep a copy of your submission.

Student Name  
Student ID
Date of submission  
Course / Qualification BSB50120 Diploma of Business (Business Operations)
Unit(s) BSBOPS501 Manage business resources

Student declaration

I <Insert your name>__________________________________________declare that this is my own work and:

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature: ___________________________________________________________________________________________

Assessor to complete
Assessment requirements Satisfactory/
Not satisfactory
 

Attempt

(pls circle)

Activity 1: Develop a Resource Plan   1     2     3
Activity 2: Develop a Written Project Report   1     2     3
Overall Outcome for Assessment Task 4:    

ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements

(if more space is required, continue on reverse of this page)

 

Assessors: Please provide a copy of this cover sheet to the student with assessment results and feedback. The original copy must be supplied to the office and kept on the student’s file with the evidence.

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

Assessor Signature:  ………………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name: ______________________________________________________________________________________________

 

Authenticity Check
Student Name:
Student ID:
Unit of Competency: BSBOPS501 Manage business resources
Assessor Use Only
I confirm that I have checked this completed student assessment item and confirm (Assessor must tick one of the following):

¨  I have checked the authenticity of this work and am unable to detect any form of plagiarism, collusion or cheating and believe the contents of the submission is the students own work.

¨  I have checked the authenticity of this work and have identified potential instances of plagiarism, collusion or cheating. A detailed file note is attached to this completed assessment item, detailing the issues of concern, which will be submitted to the Director of Studies for further investigations and action. The student has been marked Not Yet Satisfactory in this assessment.

Assessor Signature:  

 

Date checked:

 

 

 

 

Assessment Task 4: CASE STUDY– Coffee Bar

Task summary:

This assessment task is in two (2) activities.

  • Activity 1: You are required to develop a Resource Plan
  • Activity 2: You are required to monitor performance and write a Project Report

 

You will have three (3) hours to complete this assessment,  which may be undertaken in more than one session

Resources and equipment required to complete this assessment

  • Student Leaner Guide for this Unit
  • Computer
  • Access to the Internet

Note: Clinton Institute provides students with access to a computer and internet

When and where do I complete this task?

This task is to be completed in the classroom. Your assessor will advise on the date(s) and time(s) of the assessment.

What do I need to submit and do?

What you need to do: What evidence is required:
Activity 1: You are required to develop a Resource Plan Completed Resource Plan
Activity 2: You are required to monitor performance and write a Project Report Completed Written Project Report

Decision Making Rules

Assessors will compare student responses/performance with the model responses and performance descriptors contained in the Assessors Marking Guide. Your responses do not have to be verbatim (unless otherwise specified), but must convey the same meaning as each component listed. Similarly, you do not have to perform exactly as described in the marking guide (unless otherwise specified), but you must address each performance components listed.

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.

What happens if I get something wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.

 

 

 

Assessment Task 4: Case Study – Coffee Bar

Students Instructions:

Case Study Background Information

A friend of yours, Dean, who owns the local bakery, has decided to set up a mobile coffee bar (MCB), over the Christmas, New Year period (all of December and January) at the local pier, to capitalise on the large number of tourist in the area that visit and flock to the pier during this period with no other current amenities in this area or competition. Dean has done his research and already got is permit and mobile coffee bar ready to go. To date Dean has spent a total of $13,143.00 

However; with only one (1) month before the scheduled start date on 1st December, Dean has found himself with no spare time to develop a Resource Plan, due to his current commitment in the Bakery.  

Being an awesome friend, you offer to assist him in the development, implementation and review of his required Resource Plan.

You discuss with Dean the nature and level of resources required to achieve the business objectives and determined you will need the following resources:

·         Minimum of three (3) barristers to work various shift over the two (2) month period

·         Minimum of three (3) serving staff to work various shift over the two (2) month period

·         Two (2) staff for each shift

·         Operation hours will be 10:00am – 6pm, seven (7) days a week

·         Point of sale (POS) system

·         Coffee Beans

·         Sugar Sachets

·         Disposable Coffee Cups and Lids

·         Cupboard Cup Holders

The mobile coffee bar already has a fully equipped coffee machine and refrigerator. It’s on wheels and easily moved short distances to set up.

The local surf club has offered to store the mobile coffee bar overnight in their secure facility, as well as store extra stock, if he needs it, which is next to the pier or free, which is great, but you will need to include an additional 30 minutes set up and 30 mins pack up time to each day.

Dean is confident the coffee bar will sell around 500 coffees a day, at a price point of $4.00 for a regular and $5.00 for a large.

Over the sixty-one (61) project duration, and an average cost of $4.50 per coffee, Deans projected project gross cash flow is $137,250.00

If the projected budget is reached, Dean plans on making a donation of $10,000.00 to the surf club to show is appreciation, support and thanks to the community.

Additional Recourse Plan information:

·         Document ID: MCB- RP

·         Document Owner: Dean 

·         Date of Issue: Date created/ completed 

·         File Name: MCB Resource Plan V1.0

·         Once completed the document will need to be approved by the project sponsor: Dean Jones

 

Note: To assist you in completion of this assessment task you may like to access the following legislation and resources:

Activity 1

Develop a MCB Resource Plan

Use the information in this Case Study, to develop a Resource Plan using the template following. (Template also available as a separate document in soft copy on request)

MOBILE

           

 

 

 

Coffee Bar
RESOURCE PLAN -coffee bar
Version: <Version Number>
  1. Document Control

Document Information

Document ID MCB- RP
Document Owner Dean
Issue Date 06-03-2022
Last Saved Date 10-03-2022
File Name MCB Resource Plan V1.0

 

  1. Document History
Version Issue Date Changes
1.0 01-03-2022 Creating the Resource Plan

 

  1. Document Approval
 

Project Sponsor

Name Signature Date
Dean Dean 10-03-2022

 

 

  1. Resources Allocated

Insert the information on the resources that will be required to deliver the project.

Resource Acquisition and Allocation of Resources
Project Team Project Team is Dean who is the owner of the business who has started the business of Coffee Bar.
Project Staff Project Staff is all the local staff members of the Coffee Bar.
Customer Support Customer Support is provided to all the staff members to ensure that there is high customer satisfaction and there is Customer support team who is there to help to all the customers.
Facilities Facilities are provided to customers that the products are provided must be of good quality. Using the full equipped machine and refrigerator which is easy for all the staff members.
Equipment Equipment used here is refrigerator and coffee machine (Borkovskaya, et al., 2018).
Inventory/ disposable serving items Inventory disposable serving items will be used in the coffee bar to serve customers.
Software Tools

Must include a system for monitoring resource usage

Software tools that are used in the coffee bar is Microsoft 365 in which all the data of customers are recorded and served.
Other Others included in the resource allocation is staff members for different positions will be hired (Borkovskaya, et al., 2018).

 

  1. Project Timeline

Identify project activities to be undertaken over the project period of eight (8) weeks, and five (5) days

Project Activity Description Project Duration in Weeks
Prior to Project commencement 1 2 3 4 5 6
Buying all the coffee machine and equipment   Completed    
Hiring staff members for working in the Coffee Bar.

 

  Completed    
Arranging for inventory disposable items

 

  Completed    

 

  1. Risk Management

Identify project risks, rate the risk and establish risk management mitigation strategy. List a minimum of five (5) project risks

 

Likelihood Consequence
  Minor Moderate Significant Major Catastrophic
1 2 3 4 5
Rare 1 1 2 3 4 5
Unlikely 2 1 4 6 8 10
Moderate 3 1 6 9 12 15
Likely 4 1 8 12 16 20
Almost Certain 5 1 10 15 20 25

 

# Identified Potential Risk

Identify potential risk below

Likelihood

(1-5)

Consequence

(1-5)

Risk Rating

(1-25)

Strategy to Treat Potential Risk

Identify a strategy to eliminate or mitigate potential risk

1 Coffee machine breaks down 3 2 6 Have another coffee machine which can be used for further purpose.
2 Increase the staff turnover

 

3 3 9 Hire staff according to their quality and past experiences.
3 Staff Not able to connect with customers who are visiting the coffee bar.

 

 

 

4 4 16 Provide training to all the staff members so that they know how to connect with customers (Langholf, et al., 2021).
4 Milk supplier fails to deliver daily milk supply.

 

 

 

2 4 8 Contact with another milk supplier who provide the right amount of milk to all the clients and customers.
5 Contract staff do not turn up for work or are late to set up

 

 

2 5 10 Hire another staff on the basis of contract so that their performance can be improved (Langholf, et al., 2021).

 

  1. Contingency Plans

Develop contingency plans for each of the following potential project issues.

 

Contingency Scenario Outline Contingency Plan
Contract staff do not turn up for work or are late to set up Other staff members must be hired on the basis of contract who will turned up and then more amount will be offered to them.
Milk supplier fails to deliver daily milk supply. Try to contact with other milk supplier who can supply milk on delivery.
Coffee machine / equipment breaks down Contingency is that if the coffee machine breaks down or even the equipment is break down then make sure to have the another coffee machine or buy the second hand coffee machine which can be used.

 

  1. Costs and Budget

Conduct research on the internet to source resource you will need and develop associated project budget estimates for each of the following project expense areas:

Note: 1kgs of coffee will make approx. 130 coffees

Project Budget
Project Expenses Expense Value
Point of Sale (POS) System $50,000
Coffee Beans $5,000
Sugar Sachets $5,000
Disposable coffee cups and lids $5,000
Cardboard cup holders $10,000
HR Resources (Baristas) $5,000
HR Resources (Servers) $5,000
Surf Club Donation $5,000
Total Project Budget $90,000

 

 

 

Activity 2

Monitoring of Project and Write Project Report

Further Case Study Information

The Resource Plan you developed in Activity 1, has been approved by Dean Jones.

You immediately implement the Resource Plan and related processes as required to ensure your friend project runs to schedule, efficient and well organised .

You ordered and Dean/ Project Sponsor paid for almost all the required inventory for the two (2) month project.

 

Dean managed to recruit trained staff from his bakery, who already hold their food safety certificates. These six (6) casual staff have been rostered for the entire project period.

 

*******************

Project Commencement – Day One (1)

Dean has been actively marketing in social media local Facebook group about the coffee bar and promoting it strongly throughout the community and caravan parks.

Business is doing well and the staff are run off their feet. Queue is consistently 3-5 people deep.

 

Conclusion of Week One (1)

Business is booming and Dean is run off his foot, providing additional support to the MCB staff and delivering extra milk during the day to keep up with demand.

Regular coffees Sold Regular Coffees Total Revenue Large Coffees Sold Large Coffees Total Revenue Total weekly revenue
2960 $11,840 1080 $5,400.00 $15,750.00

 

Current Project Spend

MCB and permit    $13,143.00 
Point of Sale (POS) System   $850.00
Coffee Beans (31kgs) $930
Sugar Sachets $65.00
Disposable coffee cups and lids $2,670.00
Cardboard cup holders $32.40
HR Resources (Baristas) $14,487.50
HR Resources (Servers) $14,487.50
Total Project Spend to Date    $20,665.40

 

Monitoring of Project and Write Project Report

Use the information in the case study to write a Project Progress Report, to Dean Jones using the template following. (Template also available as a separate document in soft copy on request)

 

 

 

MOBILE

 

Project Report

Report To: CEO
Report By: Project Manager
Monitoring of Project Deliverables
Weekly Sales Target

List the target number of coffees you were aiming to sell in the first week according to your Resource Plan from Activity 1.

Weekly sales target of the organization is $12,000
Actual Weekly Sales Achieved

List the actual number of coffees sold in the past week.

Actual weekly sales that have been achieved is different from the weekly sales targets is $10,000 – $15,000
Outcome/ Assessment of Weekly Sales Target

Assess if the actual sales are on-track, behind or ahead according to your resource Plan from Activity 1.

Outcome achieved that the performance of weekly sales target is declining because sometimes the performance is improving and sometimes it is declining (Cooper, et al., 2018).
Monitoring of Project Budget
Weekly Budget Amount

Outline the first week’s budget, according to your Resource Plan (budget) from Activity 1.

Weekly budget amount that has been determined is $5,665
Actual Project Spend Actual Project spend is $6,000.
Outcome/ Assessment of Weekly Budget

Assess if the actual project costs are on-track, Under budget or over budget according to your resource Plan (budget) from Activity 1.

Outcome of the weekly budget is that expenses has been increased but the project is still going on and the customer retention as well as customer satisfaction increased and the profit is also generating (Cooper, et al., 2018).
Recommendations
Suggested Recommendations

List a minimum of two (2) improvements to work practices for the efficient use of resources

Prepare the good contingency plan in the organization where the performance of team members is connecting with clients and customers and training will be given to staff members.
Monitor the performance of team members so that feedback would be given to them.

 

Future Projections
With all project expenses now paid for the entire project period, excluding coffee beans and HR Resources. Projecting forward – if the MCB maintains this level of sales for the next eight (8) weeks – what will Deans project profit potentially be?
  Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8
Revenue $15,750.00 $12,000 $11,000 $7,000 $15,000 $16,000 $8,000 $7,000
Expenses  $20,665.40 $11,000 $7,000 $15,000 $12,000 $11,000 $10,000 $11,000
Projected Position  $(4,915.40) ($2,000) ($3,000) ($4,000) ($3,000) ($5,000) ($2,000) ($3,000)

 

 

 

 

****END OF ASSESSMENT TASK 4****

What do I need to hand in for this task? Have I completed this?
Activity 1: Completed Resource Plan o
Activity 2: Written Project Report o

 

 

 

References

 

 

Bellouard, Y., Champion, A., Lenssen, B., Matteucci, M., Schaap, A., Beresna, M., … & Lopez, J. (2012). The femtoprint project. Journal of Laser Micro/Nanoengineering7(1), 1-10.

 

Bjorvatn, T., & Wald, A. (2018). Project complexity and team-level absorptive capacity as drivers of project management performance. International Journal of Project Management, 36(6), 876-888.

 

Borkovskaya, V. (2018). Project management risks in the sphere of housing and communal services. In MATEC Web of Conferences (Vol. 251, p. 06025). EDP Sciences.

 

Cooper, R. G., & Sommer, A. F. (2018). Agile–Stage-Gate for Manufacturers: Changing the Way New Products Are Developed Integrating Agile project management methods into a Stage-Gate system offers both opportunities and challenges. Research-Technology Management, 61(2), 17-26.

 

Farrar, C. R., & Worden, K. (2012). Structural health monitoring: a machine learning perspective. John Wiley & Sons.

 

Hussein, B. (2018). Catagorization of project success factors according to project characteristics insights from 21 project cases from Norway.

 

Kane, J. (2012). Health costs: How the US compares with other countries. PBS Newshour22.

Kerzner, H. (2019). Using the project management maturity model: strategic planning for project management. John Wiley & Sons.

 

Khalid, F. J. I. (2019). The Impact of Poor Planning and Management on the Duration of Construction Projects: A Review.

 

Laffan, B., & Lindner, J. (2014). The budget: who gets what, when, and how?. Oxford University Press.

 

Langholf, V., & Wilkens, U. (2021). Agile project management, new leadership roles and dynamic capabilities–Insight from a case study analysis. Journal of Competences, 11, 1-18.

 

Pellerin, R., Perrier, N., & Berthaut, F. (2020). A survey of hybrid metaheuristics for the resource-constrained project scheduling problem. European Journal of Operational Research, 280(2), 395-416.

 

Pierre, A. J. (2014). The global politics of arms sales. Princeton University Press.

 

Wang, J., Qi, H., Bao, L., Li, F., & Shi, Y. (2020). A contingency plan for the management of the 2019 novel coronavirus outbreak in neonatal intensive care units. The Lancet Child & Adolescent Health, 4(4), 258-259.

 

Zhang, B., Chen, S., Nichols, E., D’Souza, W., Prado, K., & Yi, B. (2020). A practical cyberattack contingency plan for radiation oncology. Journal of applied clinical medical physics, 21(7), 181-186.

 

 

 

 

 

 

 

 

 

BSBSTR501 Establish innovative work environments

 

Task 2 – Written Report

Task summary

This assessment is to be completed using are staurant in CBD, Sydney that the learner is familiar with the as simulated work environment. This assessment task requires the learner to develop an Organisational Sustainability Policy using the template provided.

 

Required

·         Access to textbooks/other learning materials

·         Access to Canvas

 

Timing

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

 

Submit

·         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 –Written Report

In this task, you are required to develop an Organisational Sustainability Policy of not less than 500 words for a restaurant you are familiar with in CBD, Sydney using the template provided. In developing the policy, seek suggestions, improvements and innovations from at least two (2) of your friends acting as team members and who are also familiar with the restaurant you have used in this task.

 

You need to establish at least two different procedures and practices that foster innovation in areas of work practice, including at least three of the following:

  • collaborative work arrangements
  • building team capacity to contribute to innovation
  • providing formal and informal learning opportunities
  • evaluating ideas of innovation in work environment
  • celebrating and encouraging innovation
  • consulting with relevant stakeholders
  • changing physical work environment, including designing, fitting-out and decorating workspaces
  • communicating and sharing of ideas and feedback.

 

In establishing processes and procedures, make sure that you:

 

  • reinforce the value of innovation to the vision and objectives of the organisation
  • model behaviour, including:
  • being receptive to ideas
  • giving constructive advice
  • establishing and maintaining relationships based on mutual respect and trust
  • taking considered risks that provide opportunities for innovation
  • support innovation and collaboration of ideas to make improvements

 

Your Sustainability Policy will have two (2) parts:

 

Part A – Work Practices

 

Make sure to detail the following:

  1. Who are the stakeholders?
  2. What are the organisational objectives and practices?
  3. What are the current work conditions?
  4. What are the working conditions that allow innovative practices according to organisational policies and procedures?
  5. What are the organisational resources relating to innovation?
  6. How can youbuild and lead team and maximise opportunities for innovation?

 

Part B – Innovative Environment

 

After developing work practices, you now detail how the restaurant can develop, implement, share and evaluate innovative ideas and work environment. Make sure to discuss the following:

 

  1. Impacts of changing work environment
  2. How to enhance work environment in collaboration with stakeholders
  3. Resources required for enhancing work environment
  4. Assessment on the ability of the workspace to support innovation
  5. How can team members be assisted to adapt and perform in new work environment?
  6. How you can encourage creative mindsets, collaborative working and development of positive workplace relationships?
  7. How you can reinforce the value of innovation according to organisational vision and objectives?
  8. How to take risks to open up opportunities for innovation?
  9. Ways of celebrating and encouraging innovation
  10. How to encourage and support evaluation of innovative ideas?
  11. How can relevant information, knowledge and skills on innovative practices be shared with stakeholders?
  12. What formal and informal learning opportunities can be provided to team members to develop skills required for innovation?
  13. What opportunities can be created where individuals can learn from the experience of others?
  14. Suggestions, improvements and innovations sought from your friends who acted as team members and what response have you given to those suggestions, improvements and innovations

 

Sustainability Policy
Work Practices

The ATINN restaurant is chosen by me for developing and defining the workplace policy of sustainability. The capacity is defined in sustainability which can fulfill the current needs of humans without damaging future generations and having the ability for meeting the needs by protecting and maintaining the natural resources and region’s ecosystem. The main focus is not on the to be how it can be done but on how it can be done. The future objectives and goals are met in the organization and it is done by the sustainability policies at the workplace.

There are the procedures of the work practices that are used for keeping the qualities of the physical environment that is appreciable. Three work practices procedures are –

1) Sharing and communicating feedback and ideas.

2) Encouraging and celebrating innovation.

3) Make changes in the work environment, including decorating, fitting out, and designing a workspace.

A different group of stakeholders is represented by the consumers, managers, and owners of the restaurant in the business of the restaurant. The stakeholders know about the practices and objectives of the company. The restaurant’s main objective is to make a profit and provide growth in the restaurant and there is an increment in the goodwill of the restaurant by providing quality food with sustainability. The good practices of the environment should be followed in the environment so the work is done by the employees efficiently in the restaurant (Meroño-Cerdán& López-Nicolás.,2017).

With the use of streamlining the assistance of employeereports in the organization structure can be done. The restaurant team’s duties and roles are mapped out and identified by the organizational structure. The different needs of the customer should be identified by the restaurants and make it unique for the customers. The uniforms for the employees are provided by the restaurant while working or servicing the customers. If the employees wear the uniform of some brand, then they have to maintain the uniform and keep it washed and clean.

The restaurant’s productive assets are employees. The production of the employees can be done by helping and encouraging them and action and creative thinking can be encouraged in the employees and culture should be fostered of the restaurant by the employees. The inspiration to the employees can be done by providing or sharing recommendations, suggestions, skills, experience, and knowledge. The ways of promoting the innovative business environment are –

1)Hire different perspective people–Hire employees with –

a. Vision understanding

b. Different abilities

c. Unique skills

d. The employees that belong from diverse backgrounds

e. The employees should have different perspectives regarding the restaurant.

f. Make alignment with the culture.

2)Offer training–Training should be offered to the employees for encouraging their ideas and thoughts towards the business. The experience will be there by the employees and the benefit in the business will be there with the new approaches that are learned by the employees (Büschgens, et al.,2013).

3) Give space and time to the employees for innovation – Always provide approaches for the new ideas, and the spaces should be provided to the employees for sharing and creating the ideas. The time is allocated by the large companies for creating the thoughts and inspiring the new roles.

Innovative Environment

The innovative environment is developed while practicing the work. Innovative thinking is an important part of your business for encouraging the team culture and it is the main way in the organization for achieving breakthroughs. The innovative development can be done by the use of the following steps that are –

1) Providing resources and time – the space and the time should be provided to the employees for thinking innovative for the restaurant and for being the employees innovative.

2) Make the exploring safe – Enjoy the crazy and new ideas that are explored. Make the communication that is possible for the organization to implement the ideas. Make use of the current resources for critical thinking.

3) Role model – The hard question needs to be asked, engage in using the tools, creative thinking, and make the employees think unique (Odinokova, et al.,2018).

How the innovative environment can be promoted in the restaurant are –

1) When the employees provide ideas make a reward.

2) Implement the ideas.

3) Have the process of the feedback.

4) Collaboration needs to be encouraged.

5) Provide the space and time for the innovation to the employees.

6) Hire the different aspects of employees in the restaurant.

7) Make the core value innovation.

The innovation is used for solving the problems and the new ways are created in the restaurant. Inefficient process overhauling, use the feedback of the customer for producing the new product. There should be no splashy innovations or innovations that can change the ideas for the success of the sustained organization. The seldom initiatives are always provided from the top management or from the idea lab and which are beneficial for the organization. The frontline leaders and individual contributors are the closest ones to the customer and the needs are understood with the best position. Some innovative environment implementations are –

1) Make learning from the innovation efforts – The phrase that you have listened to the most is that learning is done by failures. After making the innovations, make critical thinking that you will innovate in the future or not. If you fail in the innovation don’t overthink about that, and make those failures applied in the future innovation if you made (Ivkov, et al.,2016).

2) Opportunities prioritizing – There are no resources and infinite time, then think of prioritizing the potential innovation that you know will be the biggest opportunity and make the benefit of yourself. Choose from the two to three ideas that will be applied best in that situation refining, testing, and digging of that innovation should be done for better results.

3) Make support for the innovation – Don’t waste time in thinking, the story of your innovation should be told to the stakeholder as soon as possible and by watching the right time, you can communicate.

4) Test the potential innovations – Keep the modest scope experiments, while you are starting the innovation. With the use of paper prototypes, you need to start and then you need to draw the structure of the process or product that you need to build or create for your innovation after thinking and making sure that there are advantages or not. Make sure what you think about and analyze it properly it should be done quickly and need to be inexpensive.

The evaluating best method and the innovative ideas qualifying are –

1) Innovating three lenses – It is the sprung method from design thinking and IDEO. The design of human-centered is combined with the method of purest form with the use of economical and technological parts. By the use of this method, the concept of diverge-converge is used as the general approach, the first diverge means that create the choices, and converge means making choices. While setting it practically. When the ideas gathering is done on which you are taking the initiative and the work done in present. These ideas can be taken and then go through the innovative three lenses (Godin, 2014).

2) Checklist of questions idea – There are advanced options from the simple matrix. But some valuable things are needed to be set and proceed with the ideas in the organization. There isan increased number of checklists and questions in every company. The main focus of the organization is on which question or checklist is important for answering from taking the ideas to the testing.

Formal learning is conducted by the e-learning portals, internet, classrooms, mobile devices, workplace, and the organizations that are training-based. Lifelong and practical learning is done in informal learning for developing the required skills while innovating. The creation of the opportunities is done when you learn from the other’s experience and learn from the world, Knowledge of making new things and learn thinking of the innovations, think about being more entrepreneurial. The different kind of innovations, improvements, and suggestions always comes from the different kind of persons who can assist directly. The different suggestions that are important to be discussed frequently and openly and there can be the surprise after listening some of them are mentioned under:

1) Share proposals. Solutions, ideas, and suggestions to the colleagues.

2) Accept the support and advice, if there are misunderstandings and differences sometimes and if the checking is not done, can affect the effort of the team members.

3) The encouragement towards the feedback should be done and assisting of the employees should be done for making and improving the informed changes.

4) In the constructive feedback, there are the comments of the others who know about the efforts and work in the innovation and have the question in the project.

5) Make time for interacting with the other members of the organization and provide assistance and information if they are in need (Hughes, et al.,2018).

 

 

 

References

Büschgens, T., Bausch, A., &Balkin, D. B. (2013). Organizational culture and innovation: A meta‐analytic review. Journal of product innovation management30(4), 763-781.

Godin, B. (2014). Innovation and creativity: a slogan, nothing but a slogan. In Routledge handbook of the economics of knowledge (pp. 17-29). Routledge.

Hughes, D. J., Lee, A., Tian, A. W., Newman, A., &Legood, A. (2018). Leadership, creativity, and innovation: A critical review and practical recommendations. The Leadership Quarterly29(5), 549-569.

Ivkov, M., Blešić, I., Simat, K., Demirović, D., &Božić, S. (2016). Innovations in the restaurant industry–An exploratory study. Economics of Agriculture63(4), 1169-1186.

Meroño-Cerdán, A. L., & López-Nicolás, C. (2017). Innovation objectives as determinants of organizational innovations. Innovation19(2), 208-226.

Odinokova, T., Bozhinova, M., &Petrova, M. (2018). Promotion of innovative entrepreneurship under sustainable development. In E3S Web of Conferences (Vol. 41, p. 04015). EDP Sciences.

 

 

 

BSBSTR501 Establish innovative work environments

Task 1 – Knowledge Questions

Task summary

·         This is an open book knowledge test, to be completed in your own time.

·         You need to answer all the written questions correctly.

 

Required

·         Access to textbooks/other learning materials.

·         Access to a computer and Microsoft Office.

·         Access to the internet.

Timing

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

 

Submit onto Canvas

·         This completed workbook

 

Assessment criteria

·         All questions must be answered correctly for you to be assessed as having completed the task satisfactorily.

 

Re-submission opportunities

·         You will be provided feedback on your performance by the Assessor via Canvas. 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 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 1: Knowledge Questions

Question 1 Briefly describe three (3) theories of innovation. (approximately 100 words)
Answer:

Three innovation theories are –

1) Finance Innovation – There is a large concern of financial innovation that is concerned about generating money and collaboration for achieving revenue-related objectives.

2) Delivery Innovation – Three aspects are involved in the delivery innovation that is customer engagement, marketing, and platform. The focus of this innovation is on distributing the services and products for the specific market or the customer happiness is improved because of new networks.

3) Process Innovation – The manufacturing of commercial solution is concerned with process innovation and the company deliver that. There is no alteration in these items.

 

 

Question 2 Describe the context for innovation in the workplace, including:

·         core business values

·         overall objectives

·         broader environmental context

·         value and benefit of innovative ideas and projects

(approximately 100 words)

Answer:

1) core business values – Core innovation values are crucial for providing structure. Embody your attitudes and beliefs about innovation. The priorities of the organization define the core values.

2) Overall objectives –the objectives of innovations are goals for improving things by ordering magnitude. The experiments, creativity, and risk-taking are required by the innovation.

3) Broader environmental context – The behavior of environmental innovation incorporates waste treatment, production processes, raw material, and product design.

4) Value and benefit of innovative ideas and projects – The problems are solved easily; the productivity also increases and competition should be given to the competitors by innovative ideas(Latham, 2014).

 

Question 3 List two (2) factors and tools that motivate individuals to innovate.

(approximately 100 words)

Answer:

Two factors that are used for motivating the individuals for innovating are –

1) Get involvement of leadership – the leadership team provides support in the communication of the innovation and motivation is done to the employees, but there is the effective leadership involvement.

2) Innovation roles of dedicated staff – There is the executive support of the innovation, but the core initiative is side-lined. Staffing the team with dedicated innovation ensures that the focus of innovation will not be lost if the issues will arise.

 

 

Question 4 What is creative thinking? List two (2) innovative work practices that can be applied in the workplace.  (approximately 100 words)
Answer:

Critical thinking – The different ideas and innovations are gained intentionally in creative thinking with the use of existing information. Thinking different styles are involved in creative thinking and the information is examined with the different viewpoints.

Two innovative work practices that are applied at the workplace are –

1) Scrum often and early – New challenges are presented in daily life, and there is a smart idea for starting the work by addressing them. Scum master led the scrums and it is the agile process for addressing and reviewing the problems.

2) Make remote work seamless – The empowerment in the workers is needed by the companies, not only the embracement. This means reinvented processes and cloud technologies in investing(Eragamreddy,2013).

 

Question 5 Describe five (5) ways of celebrating and promoting innovation in the workplace (approximately 100 words)
Answer:

Five ways of promoting and celebrating workplace innovation are –

1) Encourage collaboration – the work practices should be created to encourage the employees and make them work together and discuss the improvement ways openly.

2) Hire different perspective people – While hiring, look at the employee’s vision towards the organization and see whether they are passionate about the job or not.

3) Offer training – The training needs to be offered so that more approaches and thoughts come with employees.

4) Give employees space and time to innovate – Be approachable and open in the new ideas, space should be given to the employees for sharing and creating new ideas.

5) Provide rewards to the employees for giving ideas – Reward employees for suggesting the ideas for the innovation.

Question 6 Discuss two (2) approaches to management and leadership and how they support and hinder innovation. (approximately 100 words)
Answer:

Two approaches to leadership and management and their hinder innovation are –

1) Lack of diversity – Hiring the employees for innovation and diverse team building subsequently will provide the innovation initiatives in the organization.

2) Employees are not empowered forinnovation – Many managers fear that the distraction will be done to the employees by innovation in daily life. 37% of employees did not feel innovative or empowered for discussing the new ideas.

Question 7 Describe three (3) challenges and barriers to innovation and list ways of overcoming them.

(approximately 100 words)

Answer:

Three barriers and challenges to innovation and the ways for overcoming them are –

1) Politics wars – As the growth of the company, and the complexity of the internal politics. There is easy innovation time for the small startups compared with the larger corporations.

2) Lack of budget – There are long-term goals in the ongoing endeavor innovation, the impact measuring is kind of difficult.

3) Cultural issues – the innovation and risk go hand-in-hand. There can be failures in the innovations, in the businesses, and some missteps that are viewed and unacceptable (Coad, et al.,2016).

 

 

References

Coad, A., Pellegrino, G., & Savona, M. (2016). Barriers to innovation and firm productivity. Economics of Innovation and New Technology25(3), 321-334.

 

Eragamreddy, N. (2013). Teaching creative thinking skills. International Journal of english language & translation studies1(2), 124-145.

 

Latham, J. R. (2014). Leadership for quality and innovation: Challenges, theories, and a framework for future research. Quality Management Journal21(1), 11-15.

 

 

 

MCR003

Management Attributes and Skills

Table of Contents

Week One. 3

Week Two. 3

Week Three. 4

References. 5

 

Week One

Management is compared with the leadership in different areas such as that are relating to the organizational performance including direction is provided to the employees, and relationships will be built as well as developing the personal leadership, and outcomes will be created. Management provides direction to the employees and it leads to improving their performance whereas the leaders have to focus on improving the performance and lead the organizational growth, as well as motivate leaders to improve the performance. Leaders conduct an informal discussion with employees which leads to building relationships among employees, and management focuses on formal discussion like meetings which leads to building only formal relationships among employees. Personal leadership qualities will be developed among employees, and it leads to ensuring their personal growth as well. Outcomes will be created of employees and it leads to improving the overall performance growth of the organization, and outcomes will be generated better. Followers of the organization such as employees and other stakeholders will be aligned where there is proper management, and leadership can be used for aligning the leaders in one direction (Tudor Car, et al., 2018).

Management is mainly focusing on improving the performance of the organization whereas the leaders are to focus on building formal relationships with employees, and they are creating a better working environment for the organization, and it leads to encouragement among employees, and they will be motivated among employees, leadership qualities will be developed among employees, and the followers get the right direction(Tudor Car, et al., 2018).

Week Two

Fielder’s Contingency Model of Leadership defines that the effectiveness of the group depends on the appropriate match where the leader’s style can be improved, and there will be demands of the situation. Effective leadership is another factor of Fielder’s Contingency Model of Leadership and it maintains the effective leadership for matching the leader’s style for the right setting (Meirovich, et al., 2015).

Three factors that cover under the Fielder’s Contingency Model of Leadership are such as the Leader-Member Relations, another one is Task Structure, and the last one is Leader’s Position Power. It can be used in three different areas such as in Leader-Member Relations, also in structuring the tasks, and there is position of the leader. In the leader-member relations, mutual trust, and respect will be built among employees and managers, as well as in leaders and members, the confidence will be built among employees, as well as in leaders and the subordinates. In the Task structure, it refers to that the tasks will be clear and structured, but if the task structure is low, then the group tasks are ambiguous, and there is no clear solution for achieving the goals of the organization. Next is Leader Position power in which it has described how much the leader has power over to this group, and it also leads to the extent the leader can give the awards to their employees or group members as well as punish their group members(Meirovich, et al., 2015).

Week Three

Personality dimensions of Extroversion and agreeableness are such as –

Extraversion includes different traits such as they are very talkative, and assertive, which leads to an increase in their performance, and they are very energetic as well. Dimensions of extraversion include that people are more emotional expressiveness, and there is a high amount of expressiveness, and it leads to improving the overall performance of the growth. Extraversion leads to person’s inclination and they are seeking the simulation in the outside world, and they are getting the attention of other people, and others earn to the friendship, power status, and there is admiration and power and there is earning friendship (Docherty, et al., 2016).

Under agreeableness, the different traits areas are very friendly, cooperative, and they are very compassionate, and the people who have low agreeableness traits, then it leads that they are very distant, and the traits of agreeableness include they are being kind, and they are sympathetic, as well as are affectionate. Personality dimensions of agreeableness include that they are affectionate, and altruisms, and there are other prosocial behaviors, and it leads to low traits performance, and there will be more competition, and there is even manipulation(Docherty, et al., 2016).

 

 

References

Docherty, A.R., Moscati, A., Peterson, R., Edwards, A.C., Adkins, D.E., Bacanu, S.A., Bigdeli, T.B., Webb, B.T., Flint, J. and Kendler, K.S., 2016. SNP-based heritability estimates of the personality dimensions and polygenic prediction of both neuroticism and major depression: findings from CONVERGE. Translational psychiatry6(10), pp.e926-e926.https://www.nature.com/articles/tp2016177

Tudor Car, L., Kyaw, B.M. and Atun, R., 2018. The role of eLearning in health management and leadership capacity building in health system: a systematic review. Human resources for health16(1), pp.1-9.https://link.springer.com/article/10.1186/s12960-018-0305-9

Meirovich, G. and Gu, J., 2015. Empirical and theoretical validity of Hersey–Blanchard’s contingency model. Journal of Applied Management and Entrepreneurship20(3), pp.56-73.https://www.researchgate.net/profile/Gavriel-Meirovich-2/publication/284178161_Empirical_and_theoretical_validity_of_Hersey-Blanchard’s_contingency_model_a_critical_analysis/links/564e1eb108ae1ef9296c5885/Empirical-and-theoretical-validity-of-Hersey-Blanchards-contingency-model-a-critical-analysis.pdf

 

Develop workplace policies and procedures for sustainability BSBSUS511

 

Student Declaration

To be filled out and submitted with assessment responses

◻   I declare that this task and any attached document related to the tasks all my work and I have not cheated or plagiarized the work or colluded with any other student(s)

◻   I understand that if I am found to have plagiarized, cheated or colluded, action will be taken against me according to the process explained to me

◻   I have correctly referenced all resources and reference texts throughout these assessment tasks.

◻   I have read and understood the assessment requirements for this unit

◻   I understand the rights to re-assessment

◻   I understand the right to appeal the decisions made in the assessment

 

Unit Title

Unit Code

Student name
Student ID number
Student signature Date
Task Number

 

——OFFICE USE ONLY—–

For Trainer and Assessor to complete:

 

◻   Student requested reasonable adjustment for the assessment

 

 

 

Completed successfully

 

Did the student satisfactorily:

Comments Y N DNS
The student has satisfactorily completed and submitted the following:

 

·         Policy focus options

·         Briefing session overview

·         Sustainability policy

·         Implementation plan

·         Peer review report

 

 

 

Demonstrated ability to:

Establish scope and objectives of workplace sustainability policies

 

This is evidenced by:

Developing the sustainability policy and implementation plan

 

 

Demonstrated ability to:

Gather information for development of sustainability policies

 

This is evidenced by:

Reviewing case study and researching sustainability best practice models

 

 

Participated in the briefing session with the CEO:

 

·         Discussed options, legislative framework and benchmarking

·         Used questioning techniques to gather feedback and inputs

·         Listened actively to the view of others

·         Sought advice

·         Took notes

 

See feedback in the comments section.

Demonstrated ability to:

Analyze information and consultation insights

 

This is evidenced by:

Developing options and consulting with group

 

 

Demonstrated ability to:

Develop and document sustainability policies according to organizational processes

 

This is evidenced by:

Developing a sustainability policy in task 2.2

 

 

Demonstrated ability to:

Incorporate implementation and continuous improvement processes into sustainability policies

 

This is evidenced by:

Completing an implementation plan for the sustainability policy

 

 

Demonstrated ability to:

Present workplace sustainability policies and implementation processes to key stakeholders for review

 

This is evidenced by:

Peer review

     
Evidence of peer review sighted  

 

Changes agreed on in the peer review are applied to the sustainability policy and the implementation plan  

 

 

Task Outcome:                 Satisfactory  Not Yet Satisfactory

 

Student Name:

 

Assessor Name:

 

Assessor Signature:

 

Date:

 

Table of Content

 

Student Declaration. 2

Task 2 – Prepare workplace sustainability policies. 6

Complete the following activities:. 8

Task 2 Prepare workplace sustainability policies. 8

References. 16

Appendix 1 – Scenario. 18

Task 2 – Prepare workplace sustainability policies

 

Task summary and instructions

 

What is this assessment task about? You have been employed by the company outlined in the Case Study Scenario (Appendix 1) to develop workplace policies and procedures for sustainability with the goal to create an Internal Digital Marketing Campaign for the organisation

 

This task comprises of the following assessment methods:

o   Product-based

o   Direct observation of Role-Play

o   Case Study

o   Other (specify)

 

It has been designed to evaluate your ability to/competency in:

 

·         Establish scope and objectives of workplace sustainability policies

·         Gather information for development of sustainability policies

·         Analyse information and consultation insights

·         Develop and document sustainability policies according to organisational processes

·         Present workplace sustainability policies and implementation processes to key stakeholders for review

·         Incorporate implementation and continuous improvement processes into sustainability policies

·         develop and implement workplace policies and procedures for sustainability on at least one occasion, including:

o   implementing sustainability policy and procedures into wider organisational policies and procedures

o   consulting and communicating with relevant stakeholders to generate engagement with sustainability policy development, implementation and continuous improvement.

 

Your assessor will be looking for demonstrated evidence of your competency in the above.

 

You are required to address the following:

 

·         Task 2.1.1 Define the scope and objectives of the sustainability policy

  • Scope the sustainability policy
  • Participate in a briefing session with the CEO
  • Recommend options for policy

·         Task 2.1.2 Develop a sustainability policy

  • Develop a sustainability policy

·         Task 2.1.3 Policy implementation plan

  • Develop a policy implementation plan

·         Task 2.1.4 Review

  • Ask a classmate to peer-review your work

o   Document the peer-review

What do I need to do to complete this task satisfactorily? ·         submit the completed assessment tasks, according to instructions,

·         complete the tasks with sufficient detail and present them in a professional manner,

·         use your own words and reference sources appropriately,

·         meet the word count where required,

·         use the scenario provided,

·         use the templates provided where required,

·         for your performance to be deemed satisfactory in this assessment task you must satisfactorily address all of the assessment criteria,

·         if part of this task is not satisfactorily completed you will be asked to complete further assessment to demonstrate satisfactory performance.

 

Specifications You must deliver/participate in:

 

·         Briefing session with the CEO in week 2 of term

·         Peer Review in week 4 of term

 

You must submit to GOALS

 

·         Policy focus options

·         Briefing session overview

·         Sustainability policy

·         Implementation plan

·         Peer review report

 

Resources and equipment •        Computer with Internet access

•        Access to Microsoft Office suites or similar software

•        Learning material

•        Scenario for assessment as provided

•        Relevant policies and procedures as provided

•        Templates as provided

 

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.

 

 

Complete the following activities:

 

Task 2 Prepare workplace sustainability policies

  • For this task, you are required to develop a sustainability policy for the organisation described in Appendix 1.
  • 1.1 Define the scope and objectives of the sustainability policy
  1. Read Appendix 1 and determine what legislative and regulatory requirements would apply to a workplace sustainability policy for the organisation(4-5).

 

Some of the legislative act that company must apply to implement the sustainability policy in the organisation are

1. Environmental protection act, 1970.

2. Heritage Act, 1977.

3. Environmental protection act, 2009.

4. ethics related to employee and cultural integration.

5. Code of conduct practices.

  1. Research for sustainability best practice models used by similar organizations , summaries the findings of your research (50-100 words).

 

Some of the sustainability best practices models used by the similar organization to establish sustainability at the workplace such as

1. Company creates the innovative system that the manager uses to find the new technology and skills to introduce in the organization for improving the performance of the overall business (Rahardjo, et al., 2013).

2. Company held a training and development program to provide training to team members related to sustainability procedures and new skills that help them in improving their performance.

3. Company conducts a motivational program to encourage the employees to use the sustainability policy and procedures such as switching off all the lights and fans after use, always putting the computers in hibernation mode during non-working hours, etc.

4. Company develops the waste management system to reduce the wastage of resources and cost of the business.

  1. Develop three options for the direction and focus of the policy and consider:

 

  • the likely effectiveness
  • timeframe
  • sustainability as a value add for the business
  • cost of implementing the option.

Use the table below to record your evaluation of each option.

Examples of options may include waste management, energy savings, procurement, etc…

 

Template 1 – Policy focus options

 

  Procurement of sustainable resources and equipment. Energy consumption Paperless work
Effectiveness

High-Medium-Low

 

High effectiveness High effectiveness High effectiveness
Timeframe

Timeframe for implementation is expressed as several months.

 

13/02/2022 to 13/03/2022 13/02/2022 to 13/03/2022 13/02/2022 to 13/03/2022
Sustainability as a value add for the business

High-Medium-Low

 

Medium High Low
Cost of implementing the option

Estimation of overall costing.

 

$15000 $25000 $18000

 

  1. Schedule a time with the trainer and assessor in week 2 of class and participate in a group briefing session with the CEO (the trainer and assessor) to discuss:
  • The outcome of your evaluation (point c)
  • Typical barriers to sustainability policy implementation and possible strategies to address barriers
  • How cost for implementing sustainability could be reduced and value-added to the company
  • The process you are taking to develop the policy

Duration: 30 minutes.

Please note that the trainer and assessor will validate your participation in the session in the marking sheet.

If you are absent from class, it is your responsibility to make alternative arrangements with the trainer and assessor to undertake the briefing session.

Summarise and record the feedback and input received during the briefing session with the CEO using the template below.

Template 2 –Briefing session overview

 

The outcome of assessment -recommended option

 

The company must introduce digital technology in the workplace to reduce the usage of paper. If a company introduces digital technology in the organization, then employees get aware of the new technology, and the performance of the employees is also improved (Rahardjo, et al., 2013).
Typical barriers to sustainability policy implementation and possible strategies to address barriers

 

Barriers are

1. Employees of the company do not participate in the sustainability policy and procedure of the organisation.

2. Employees may face issues while using the new technology to complete their assigned tasks.

3. Organisation may face problems in selecting the supplier which provides sustainable resources and equipment.

Strategies to eliminate the problems are

1. Conduct the education and coaching program to provide information to the employees related to operating new digital technology and also provide benefit technology to develop their interest in it.

2. Conduct market research and find the best supplier that provides sustainable resources and equipment and has a good reputation in the market.

3. Conduct the motivational program to encourage the team member to participate in the sustainability activity of the organisation and also provide brief information related to benefit of sustainability policy and procedure (Bossink, 2013).

How cost for implementing sustainability could be reduced and value-added to the company

 

Many techniques can use to reduce the implementing cost of an organization such as

1. Provide training to the employees related to reducing the wastage of the resources.

2. Provide coaching to the team member related to using the optimum uses of resources and budget.

3. Provide training to the team member related to the operate the digital technology to reduce the use of paper.

4. Motivate the team member to put the computer or laptops in hibernation mode during non-working hours or break to save energy (Bossink, 2013).

5. Motivate the staff to close the water tap and switch off all the lights and fans after use

Policy development process

 

There is some important information that projects must be kept in their mind while developing the policy such as

1. Policy scope

2. Business goals and objectives.

3. Barrier or problem.

4. Strategies to overcome the impact of the problem.

5. training and induction plan

6. Communication and education plan

7. Monitoring and evaluation activity (Madu & Kuei, 2012).

To develop the policy, the company first introduced the digital technology that project managers use to create the policy digitally without the use of paper.

 

 

2.1.2 Develop a sustainability policy

 

Select an option for the direction and focus of the policy based on your analysis and consultation process. Develop a sustainability policy.

 

Ensure that your policy reflects the organization’s commitment to sustainability and use an employment life-cycle approach.

Include appropriate strategies to minimize resource use, reduce toxic/hazardous materials and chemicals.

 

Use the template provided below.

 

Template 3 – Sustainability Policy

 

Policy contributors All the stakeholders of the organization such as the project manager, project team members, project steering committee, CEO, project sponsor, and manager of all the departments.
Legislation 1. Privacy act.

2. Environmental protection act

Source/References Legisltation.gov.au
Policy owner Project sponsor

 

Policy scope
The company must conduct training and education programs to provide training to staff related to sustainability policy and procedures to successfully implement the policy in the organisation. The company must adopt digital technology to decrease the use of paper(Madu & Kuei, 2012).

 

Policy goals and objectives  

 

List 3

1. Reduce the use of paper by using digital technology to complete the work.

2. Reduce the usage of energy and water by encouraging the staff to switch off and close the light and water tap respectively after use.

3. Organisations want to reduce the wastage of resources after implementing the sustainability policy and procedures(Zsolnai, 2015).

 

Strategies to achieve goals

 

Outline 3

1. Provide training to staff related to operating the digital technology for completing the work without using the papers.

2. Conduct the motivation program to encourage and motivate the staff for the switch of all the lights and fans after use.

3. Develop a successful waste management system to reduce thewastage of resources and also to save the unnecessary cost of the business(Zsolnai, 2015).

 

Employees Responsibilities

 

List 4-7

1. Project manager must provide necessary information to the employees related to sustainability policy and procedure.

2. HR manager provides training to staff members related to operating the digital technology to decrease the usage of paper.

3. Project manager must observe the activity of the employees to identify whether they use the sustainability practices or not.

4. Project managers also monitor the performance of the sustainability policy and procedure whether they working efficiently or not (Curren& Metzger,2017).

 

Strategies for:

·         Minimizing the use of resources (1)

·         Reduce toxic material and hazardous chemicals (1)

 

1. Develop the waste management system to reduce the wastage of resources.

2. Purchase the substitute chemical substances which not harm the environment to complete the work.

 

 

Evaluation methods 

 

Determine 2 evaluation methods and 3 KPIs to determine the policy implementation’ success (outcomes and performance indicators)

There are some evaluation methods is given below

1. Manager must monitor the wastage of resources after implementing the sustainability policy in the organisation.

2. Manager must use the KPI indicator to track the usage or wastage of resources of the business.

There is key performance indicator is given below

1. Employee satisfaction and retention (Curren& Metzger,2017).

2. Observe the usage of paper after implementing the sustainability policy.

 

Methods of continuous review and improvement

 

Outline 3-5 (30-50 words each)

1. Training and induction program – HR manager must conduct the training and education program to provide training to the project team related to the new skills that they use to improve their performance.

2. Employee survey – The project manager must conduct an employee survey to take the feedback of employees on the policy and procedure of the company.

3. Brainstorming session – The project manager must conduct the brainstorming session to discuss the area that needs to be improved and also find the solution to improve the performance of the underperformed area (McElroy& Van Engelen,2012).

 

2.1.3 Policy Implementation Plan

Develop a policy implementation plan.

The plan must include:

  • Procedures to help implement the sustainability process with the goal to create an Internal Digital Marketing Campaign for the organisation
  • Communication of the procedures to help implement the sustainability process
  • Actions to implement strategies for continuous improvements in resource efficiency
  • Actions to implement continuous improvement in the application of the policy
  • A monitoring strategy to control the implementation of the policy
  • A recording system to track the continuous improvement in sustainability approaches

Use the template provided below.

 

Template 4 – Implementation Plan

 

Implementation Plan
Objectives

 

List 3 objectives and 2 KPIs for each objective

 

Objectives are –

1. Reduce the use of paper by using digital technology to complete the work.

2. Reduce the usage of energy and water by encouraging the staff to switch off and close the light and water tap respectively after use.

3. Organisations want to reduce the wastage of resources after implementing the sustainability policy and procedures.

KPI are

1. Conduct the employee’s survey to take the feedback from the employees.

2. Conduct regular meetings to track the status of work.

Procedures

 

Outline an 8-10 steps procedure to help implement the sustainability process

1. Policy development.

2. Create the road map for implementing the policy in the organization.

3. Expected outcomes and goals will be determined(McElroy& Van Engelen,2012).

4. Vision and mission statement of the organization.

5. Values of the organization.

6. Training and induction plan.

7. Communication and education plan.

8. Monitoring the policy to identify whether the outcomes are achieved or not.

9. Policy documentation.

Communication

 

Develop a strategy to communicate the procedures to help implement the sustainability process

(50-100 words)

There are some strategies that project managers use to communicate the policy to the employees such as

1. Project manager can conduct the formal meeting to provide proper information related to sustainable policy and procedures.

2. Project manager can use the Email facilities to send the sustainability policy and procedure to the team members.

3. Project manager can conduct the training and coaching program to provide training related to sustainability policy and procedures.

Continuous improvement strategies

 

Resource efficiency and application of policy (outline 3-5 strategies)

1. Training and induction program – HR managers must conduct the training and education program to provide training to the project team related to the new skills that they use to improve their performance (Wachira & Limuru, 2017).

2. Employee survey – The project manager must conduct an employee’s survey to take the feedback of employees on the policy and procedure of the company.

3. Brainstorming session – The project manager must conduct the brainstorming session to discuss the area that needs to be improved and also find the solution to improve the performance of the underperformed area.

Monitoring system

 

How the implementation of the policy and the need for continuous improvement will be monitored. Outline 3-5 strategies, techniques, and tools.

1. Conduct regular meetings with the team leader of all the departments to get information related to the performance of the policy.

2. Project manager must measure the performance of policy by monitoring the activity of employees (Wachira & Limuru, 2017).

3. Conduct a formal meeting with staff to take their feedback on the area that needs to be improved.

Continuous improvement tracker

 

Design a table to record continuous improvements in sustainability approaches.

Task Timeframe Methods
Increase the sale of the business by 15%. 3 months Provide training to employees related to new sales techniques.
Employees properly use the sustainability policy and practices. 2 months Encourage the employees to use sustainable practices.
Maximize the profit of the business by 5%. 1 month Provide training to employees related to communication skills to attract the customer.
Maximize the profit of the business by 10%. 2 months Provide training to employees related to handling and dealing with the customers.

 

 

Action Required

Action required to implement the sustainability policy.

5-7 key actions

Resource Allocation

Budget, physical and human resources

Timeline Responsible Person
Introduce the new digital technology. $25000 1 month Project manager
Training provides to staff related to operating the digital technology. Computer and Human resource manager 1 month Project manager
Encourage the staff to switch off all the lights and fans after use. Project manager and sustainability policy 1 month Project manager
Procurement of sustainable resources. Supplier and sustainable resources 1 month Project manager
Evaluation and observation of policy and procedures (Whelan & Fink, 2016). Monitoring strategies and project manager Daily basis Project manager

 

  • Review

 

Swap policies with one of your classmates. Review each other’s policies and give each other constructive feedback on the structure, content, outcomes, implementation plan, performance indicators, and practicality of each policy.

 

Discuss feedback and negotiate changes.

Summarise and record the feedback provided by the classmates and the changes that have been negotiated using the template below:

Template 5 –Peer review

 

Peer Review
Name of the student who assisted with the peer review: Project manager
Summary of feedback, address all the points below:

 

o   Structure

o   Content

o   Outcomes

o   Strategies to minimize resource use and reduce toxic and hazardous chemical

o   Implementation methods

o   Performance indicators

o   Practicality

 

(50-100 words)

 

1. Structure – Specific template is used.

2. Content – Content is good and well-defines.

3. outcomes – Noted well.

4. Strategies –

a) Develop the waste management system to reduce the wastage of resources.

b) Purchase the substitute chemical substances which not harm the environment to complete the work.

5. implementation method – Conduct the formal meeting.

6. Performance indicators are

a) Conduct the employees survey to take the feedback from the employees (Whelan & Fink, 2016).

b) Conduct regular meetings to track the status of work.

7. Practicality – Implementation of policy needs to be practical.

List of agreed on changes:

 

Use best communication strategies while communicating the policy.

 

Make the required changes to your policy (2.1.2) and implementation plan (2.1.3) based on the feedback you have received and agreed with.

Please note that the trainer and assessor will check that the changes have been applied to the policy when marking your assessment.

The trainer will also validate the participation of your classmate in the peer-review in the marking sheet.

If you are absent from class, it is your responsibility to make alternative arrangements with the trainer and assessor to undertake the peer review.

 

References

 

Please include your references below:

 

(Please refer to this referencing guide if needed or speak to your trainer for any specific referencing requirements for this assessment)

 

Bossink, B. (2013). Eco-innovation and sustainability management. Routledge.

Curren, R., & Metzger, E. (2017). Living well now and in the future: Why sustainability matters. MIT Press.

Madu, C. N., & Kuei, C. H. (Eds.). (2012). Handbook of sustainability management. World Scientific.

McElroy, M. W., & Van Engelen, J. M. (2012). Corporate sustainability management: The art and science of managing non-financial performance. Routledge.

Rahardjo, H., Idrus, M. S., Hadiwidjojo, D., &Aisjah, S. (2013). Factors that determines the success of corporate sustainability management. Journal of Management Research5(2), 1.

Wachira, M., & Limuru, K. (2017). Public policy and sustainability: A public policy on waste management. Public Policy9(6).

Whelan, T., & Fink, C. (2016). The comprehensive business case for sustainability. Harvard Business Review21(2016).

Zsolnai, L. (2015). The spiritual dimension of business ethics and sustainability management. Springer.

 

Appendix 1 – Scenario

 

The company

XYZ Pty Ltd trading as MMI Professional Education is an Australian boutique education provider in Melbourne Registered Training Organisation -RTO), offering VET accredited and non-accredited business courses to corporate clients and local clients (domestic students).

MMI was founded in 1998 by brothers Mark and Andrew White who built the company to become a quality RTO with major accounts in Melbourne, Sydney, and Brisbane.  Mark Brown sold his shares to his brother Andrew who is the current chairman of the company.

The education provider is centrally located in Collins Street, Melbourne CBD with state-of-the-art facilities:

  • Administration and Management Offices (including the main boardroom, 2 meetings rooms, and a computer lab with 20 PCs) on Level 45
  • 15 Classrooms, kitchenette, client lounge room, and a trainers’ room on Level 46

Corporate training is mainly non-accredited and delivered at the clients’ premises around Australia, but it can also be catered for at Collins Street. Corporate clients include major Bank groups, National Management Consultancy firms, Manufacturing companies, and Government agencies.

Accredited courses are delivered in Collins Street with a combination of face-to-face and online training delivery. The accredited courses are the Diploma of Business and the Diploma of Project Management. MMI has a current capacity to enroll 500 clients; the current enrolment number is 250 clients.

Important note:

  • A VET accredited course has been assessed by the Australian Skills Quality Authority (ASQA) as compliant with the Standards for VET (Vocational Education and Training) Accredited Courses and the Australian Qualifications Framework (AQF). Accreditation means that the course is nationally recognized and that the registered organization (RTO) can issue a nationally recognized qualification or Statement of Attainment (this for single units only).
  • Non-accredited courses are business courses that have been highly customized to meet clients’ training needs.

The current organizational structure is as follows:

The Teams are as follows:

  • Board of Directors
  • Andrew White – Chairman
  • Francis Green – Executive Director
  • Eli Brown – Non-executive Director
  • Josephine Magenta – Non- executive Director
  • Deborah Red – CEO
  • Leonard Black – CFO
  • Finance Department: CFO and 2 x financial officers (full-time)

Summary of duties: account receivable, account payable; invoicing; payroll; financial record keeping and reporting; taxes/fees

  • Marketing Team: Manager (full time) and 1 x marketing officer (part-time)

Summary of duties: promotion; design of marketing collaterals for events; social media; market research; public relations

  • HR Team: HR Manager and 2 x admin officers (part-time):

Summary of duties: Recruitment; Induction and training; performance management support; employee relations; safety; compensation and benefits

  • Client Services: Client Service Manager and 2 x receptionists; 4x client service officers, 1 x team leader, 1 x maintenance officer

Summary of duties:

  • front of office and back of office customer service activities (to include reception and response to inquiries)
  • support to academic staff
  • client admin: client admission, enrolment, enrolment variations, pastoral care, completion
  • building maintenance: 1x maintenance officer
  • Academic Services: Academic Manager and 5 contract business trainers for corporate training; 4 full time (ongoing) business trainers for accredited training

Summary of duties: accredited and non-accredited training and assessment; learning material and assessment development and validation; support with compliance monitoring; pastoral care.

  • IT services: outsourced to an external company

Summary of duties: network service; database administration (inventory and staff files); maintenance and update of a communication system including CRM (Customer Relationship Management system); data management and security.

Note: in loco computer, maintenance is performed by the maintenance officer who has some IT knowledge

Company Ownership structure

The company structure is Pty Ltd:

  • Chairman Andrew White holds 51% of the shares
  • 40% of the shares are held by an external corporation since late 2017, as a silent business partner
  • The remaining 9% is owned by other members of the Brown’s family

Vision

Our vision is to develop outstanding individuals through quality business training that encompasses personal and professional growth.

Mission

  • We create successful careers in business to advance business growth and to positively impact the broader community.
  • We strive to provide exceptional business training that focuses on quality of teaching, practical learning, and successful outcomes

Values

Our core values are:

  • Quality
  • Integrity
  • Accountability
  • Respect for diversity
  • Innovation

MMI quality standards

  • Australian Skills Quality Authority (ASQA) standards
  • ISO9001 – Quality Management Systems
  • ISO 27001 Information Security
  • ISO 31000 Risk Management
  • Australian Business Excellence Framework

MMI – Boards’ of Director expectation

  • Quality of practices
  • Innovative solutions for business growth based on hard data and extensive research
  • Build an innovative and agile company that can respond to the challenges of an ever-changing business environment
  • Become market leader
  • Increase value for shareholders and clients

 

Industry, market, and strategic business direction

MMI Professional Education is a Registered Training Provider (RTO) based in Melbourne, Australia that offers business accredited and non-accredited courses to corporate clients, and local clients.

Strategic Objectives:

  • To expand the basis of the operation to Sydney where the company has experienced a high increase in demand for corporate training
  • To increase revenue by 10% annually for the next 3 years
  • To increase profits by 10% annually for the next 3 years
  • To position the company as a leader for quality business education in Australia within the next three years
  • To expand the course offering by adding new qualifications to the scope of registration: the Diploma of Leadership and Management and the Advanced Diploma of Program Management
  • To increase the base of local clients attending accredited courses
  • To implement sustainability to work practices: social, financial, and environmental
  • To expand the offering to international students by repackaging accredited business courses to add an internship component during the course
  • To build an internal culture around social consciousness and sustainability
  • To position and differentiate the brand as a socially conscious ‘global operation’
  • To effectively use digital marketing to internally promote the culture focusing on sustainability

Current positioning

  • MMI enjoys a good reputation in the industry as a quality provider of business courses for corporate clients
  • Courses are marketed as hands-on, with trainers that currently work in the industry, providing current and cutting-edge skills to business professionals
  • MMI currently holds 15% of the corporate business training in Australia
  • MMI does not currently deliver business courses to international clients
  • MMI does not currently deliver courses overseas
  • The company is financially stable and sustainable

 

Operational overview

  • State of the art facility in Melbourne to be replicated in Sydney
  • Systems in use:
  • Student Management System (MMI system)
  • Learning Management System (Moodle)
  • Accounting Management System (MYOB) – does not interface with the MMI system
  • Share drive
  • Share points
  • Zoom
  • Project Management Application for remote teamwork (trainers): Wrike
  • Trainers work both on-site in Melbourne and around Australia
  • Senior management to stay in Melbourne: campus director and team leaders to be employed to manage and supervise Sydney’s operations
  • Staff to be employed for the Sydney Campus
  • Administrative tasks such as enrolments will be undertaken by Melbourne’s campus
  • Virtual teamwork practices to be implemented between Melbourne and Sydney
  • Website tailored to international students to be developed
  • Develop and implement sustainability policy and practices across the organisation; sustainability has not been on the top five priorities of the company so far
  • All trainers are based in Melbourne; this impacts on financial costs when having to move trainers to other Australian capitals to conduct corporate training. Trainers who deliver corporate training receive a generous daily allowance when outside Melbourne ($250/day), all travel and accommodation expenses are paid for by MMI. This generous package impacts an average of 20% on the profit margin for each corporate course that is sold

 

Organizational culture

The organizational culture experienced at MMI is a mix of market and hierarchy culture.

  • The Market Culture: This culture is built upon the dynamics of competition and achieving concrete results. The focus is goal-oriented, with leaders who are tough and demanding. The organization is united by a common goal to succeed and beat all rivals. The main value drivers are market share and profitability.
  • The Hierarchy Culture: This culture is founded on structure and control. The work environment is formal, with strict institutional procedures in place for guidance. Leadership is based on organized coordination and monitoring, with a culture emphasizing efficiency and predictability. The values include consistency and uniformity.

(Source:https://popinnow.com/four-types-organizational-culture/ )

  • The organization is top-heavy, and there are concerns that this may not suit the strategic objectives for growth and the opening of a second campus in Sydney.
  • The Board of Directors is invested in the change process; however, intervention is needed to bring departmental managers and teams on board.
  • It is recommended that an organisational culture more suitable forinnovation, sustainability, agility, and progressive growth is developed and implemented.

 

 

Operational issues

The following operational issues have been identified internally:

  • The increased number of complaints due to lack of cultural sensibility of trainers when dealing with students from the non-Australian background (15% increase in the last 6 months alone)
  • All trainers are based in Melbourne; this impacts on financial costs when having to move trainers to other Australian capitals to conduct corporate training. Trainers who deliver corporate training receive a generous daily allowance when outside Melbourne ($250/day), all travel and accommodation expenses are paid for by MMI. This generous package impacts an average of 20% on the profit margin for each corporate course that is sold
  • An increasing number of enrolments in Melbourne, projected student population to raise from 205 to 450 by mid-2021. Current facilities are not sufficient to accommodate the increase in numbers (current facilities can accommodate max 350 students)
  • Delays in achieving marketing objectives due to the composition of the team (2 part-timers and one contractor) that cannot sustain the increased amount of marketing tasks (corporate events to enhance networking and identify potential corporate clients have increased by 30% in the past 6 months)
  • A new student management system has been developed in-house. The system was recommended by the Client Services and the Academic Managers for the seamless integration of the student management and the learning management system. However,the two managers failed to perform due diligence, and they did not consider that the new system does not interface with the finance management system. This will cause operational disruptions to the workflow as finance records (mainly revenues) will have to be manually inputted based on the new system’s reports on enrolment.
  • Covid19 has decreased sales by 20%; the company has managed to deliver existing courses and still maintain a reasonable margin of new enrolments online

 

Sustainability

 

The company strongly wants to incorporate socially responsible practices into the organization.

  • There is an interest in implementing sustainability training from the induction process.
  • Current policies and procedures are outdated, and there is no corporate social responsibility policy or strategy.
  • The Board of Directors would like to invest $30,000 in philanthropic initiatives each year. However, they cannot find an agreement on what initiatives to support.
  • Some of the departmental managers think that sustainability is only about environmental sustainability.
  • Most documents are printed.
  • Plastic cups are used in the kitchenette.
  • No recycling bins are present on campus.
  • There is no policy for sustainable procurement.
  • The thermostats are on overnight.
  • Sustainability is not an agenda item in meetings.
  • There is no plan to review energy or water consumption.
  • There is no strategy for waste management.
  • Flexible work arrangements are offered on paper but not encouraged.
  • The staff would like a staff well-being program to be implemented.
  • The company is financially sustainable.
  • The Board of Directors is willing to invest $45,000 for corporate social responsibility initiatives; and an additional $ 15,000 solely for environmental sustainability improvements.

 

Marketing

  • MMI has not heavily invested in marketing activities, relying mainly on word of mouth.
  • The company has a website:
  • Old fashioned look, quite austere
  • Not responsive
  • In the mobile version, after you have clicked on a few pages, the navigation becomes daunting
  • Heavy use of text
  • Infrequent updates
  • Social Media: there is a FB page that is rarely updated, the LinkedIn Page is not in use
  • Print advertisement: Industry magazine
  • Referrals: education agents are paid a 15% commission for referring students
  • Discounts: twice/year MMI offers 10% for new enrolments to attract more students
  • Yearly marketing budget: $75,000
  • The marketing team is small and not experienced in digital and social media marketing
  • There have been no significant internal communications established to build a company culture around design thinking, brand values, team values, and leadership.

 

Pricing

Product Target Market Price
Corporate Training

Topics:

·         Operational Management

·         Leadership

·         Project Management

·         Emotional Intelligence

·         Change Management

·         Management

·         Individuals looking for upskilling to advance their career

Face to Face classroom (average of 10 participants) $ 2,000/participant

Online $ 800/participant

Individual coaching $ 150/hour

 

Diploma of Business Domestic students Blended learning:

$ 4,000/student

Diploma of Project Management Domestic students Blended learning:

$ 6,000/student

 

Workforce Overview

The following has been reported:

  • Turnover rates are high in the academic department (30% yearly) due to the contractual nature of some of the roles. Ongoing training staff is steady, however, there is a need to invest more in their professional development to keep industry currency when teaching.
  • Need for a succession plan for management roles
  • Gender unbalanced
  • Recruitment is done externally, few opportunities for advancement are offered to existing staff
  • A recent staff survey outlined the following:
  • Lack of opportunities for advancement
  • Top-heavy management
  • Silo mentality
  • Not enough room for innovation and improvement
  • Lack of well-defined sustainability policy
  • Diversity policy is very generic
  • Need for flexible work practices
  • Lack of engagement with the local community
  • HR practices are mainly focused on administrative duties. The Board of Directors has identified the need to embrace HR practices as an essential strategic tool for business advancement.
  • Training on HR practice is required for management
  • Staff lament a lack of communication from the top
  • Sense of working in silos

 

Remuneration (average) for each role is as followed:

  • Board of Director – 25-50 k/year
  • CEO – 250 k/year
  • CFO – 180 k/year
  • Managers – 120k/year
  • Receptionist $ 52k/year
  • Officers (including team members in the Marketing dept) $ 65k/year
  • Team Leader $ 78k/year
  • Trainer (ongoing) $ 85k/year
  • Trainer (contractor): $ 80/hour.  Trainers who deliver corporate training receive a generous daily allowance when outside Melbourne ($250/day), all travel and accommodation expenses are paid for by MMI.

Note:

  • The above remuneration must be considered pro-rata for part-time staff.
  • Superannuation is excluded and should be added at 10% to employee’s ordinary earnings
  • Superannuation is paid to contractors (business trainers)

 

 

 

 

 

 

Task 1

Develop workplace policies and procedures for sustainability

BSBSUS511

 

Student Declaration

To be filled out and submitted with assessment responses

◻   I declare that this task and any attached document related to the taskis all my own work and I have not cheated or plagiarised the work or colluded with any other student(s)

◻   I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me

◻   I have correctly referenced all resources and reference texts throughout these assessment tasks.

◻   I have read and understood the assessment requirements for this unit

◻   I understand the rights to re-assessment

◻   I understand the right to appeal the decisions made in the assessment

 

 

 

Unit Title

Unit Code

Student name
Student ID number
Student signature Date
Task Number

 

 

——OFFICE USE ONLY—–

For Trainer and Assessor to complete:

 

◻   Student requested reasonable adjustment for the assessment

 

 

 

Question Marking Sheet – Assessor to complete.

 

Did the student satisfactorily address each question as instructed:

Completed satisfactorily
S NYS DNS Comments
Question 1
Question 2
Question 3
Question 4
Question 5
Task Outcome:                 Satisfactory  Not Yet Satisfactory

 

Student Name:

 

Assessor Name:

 

Assessor Signature:

 

Date:

 

Table of Content

 

Student Declaration.. 2

Task 1 – Knowledge Questionnaire. 5

Question 1.. 7

Question 2.. 7

Question 3.. 7

Question 4.. 8

Question 5.. 8

References. 9

Appendix 1 –Useful Links. 9

Legislations and Regulations. 9

 

 

 

Task 1 – Knowledge Questionnaire

 

Task summary and instructions

 

What is this assessment task about? This assessment is a written questionnaire with a mix of objective and subjective questions.

 

The questionnaire is designed to meetthe knowledge required to meet the unit requirements safely and effectively.

 

The questions focus on the knowledge evidence required for this unit of competency:

 

·         Australian and international standards relating to corporate sustainability

·         environmental and sustainability legislation, regulations and codes of practice applicable to organisation

·         internal and external sources of information and their use in planning and developing organisational sustainability policies and procedures

·         elements required for the development of organisational sustainability policies and processes including:

o   agreed outcomes of the policy and procedures

o   policy timeframes and costs

o   performance indicators

o   activities to be undertaken

o   assigned responsibilities

o   record keeping, review and improvement processes

o   common sustainability issues with organisational systems and procedures

o   typical barriers to implementing policies and procedures in an organisation and possible strategies to address them.

 

Your assessor will be looking for demonstrated evidence of your ability to answer the questions satisfactorily, follow instructions, conduct online research and review real or simulated business documentation as instructed.

What do I need to do to complete this task satisfactorily? ·         submit your answers to the questions within the set timeframe,

·         answer all questions as instructed,

·         answer all questions using your own words and reference any sources appropriately,

·         all questions must be answered satisfactorily.

 

It is advisable to:

 

·         review the questions carefully,

·         answer the questions using online research and the learning material provided for the unit and by reviewing real or simulated relevant business documentation (such as policies and procedures),

·         further research the topics addressed in each question.

 

Specifications You must submit to GOALS the

 

·         assessment coversheet,

·         answers to all questions,

·         references.

 

Resources and equipment •        computer with Internet access,

•        access to Microsoft Office suites or similar software,

•        learning material.

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 with 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 task.

 

 

 

 

Answerall the questions below:

Question 1

List and briefly outline three Australian and international standards relating to corporate sustainability. (20 – 30 words each)

Three Australian standards are related to corporate sustainability such as

1. AS/NZS 3831-1998 – This is the standard created by the Australian government authorities to provide information related to waste management practices that help in protecting the environment.

2. ISO 14064-1-2018 – This is the standard is that created by the Australian government authorities that guide the organization related to the reporting and quantification of the greenhouse gas removals and emissions.

3. AS/NZS 4261-1994 – This is the standard created by the Australian government authorities that provide information related to the requirement of the reusable container intended for safe transportation and collection of sharp items that are used in human as well as animal medical applications.

Some international standards are related to corporate sustainability such as

1. ISO/IEC 13273-1:2015 – This is the international sustainable standard that provides information related to the concepts and fundamentals of the energy management terminology and energy efficiency.

2. ISO 1441 – This is the standard that provides information related to environmental management that company uses to protect the environment and also save their resources for future perspectives.

3. ISO 50047:2016 – This is the international standardthat provides information related to the approaches for energy saving in the organization to save the cost of the business.

 

Question 2

Think about an organisation that you are familiar with, what is the environmental or sustainability legislation, regulations and code of practice that is applicable to the organisation?

List and describe three (30-50 words/description)

Environmental or sustainability legislation, regulations and code of practice Brief description
Environment protection act, 2019 This act is introduced by the government of Australia to provide information related to recycling plastic material instead of throwing it.
Water act, 2007 This act is introduced by the Australian government to provide information related to water-saving practices that all the peoples of Australia follow to save the water resources for future perspective.
Environment protection and conversation act, 1999. This act is introduced by the government of Australia to provide rights to the people that they take corrective action any time they see other people or companies damage the environment (Aghelie, 2017).

 

Question 3

Identify and list 2 internal and 2 external sources of information that can assist when developing sustainability policy and procedures for an organisation.

Outline how they can be used when developing a sustainability policy. (30-50 words)

Sources of information:

·         Internal:

a) Senior managers

b) Current data related to environmental protection.

·         External:

a) Environmental directions.

b) Assessments of government bodies.

Application in policy development:

1. Internal sources used by the company to identify the current issues that occur in the workplace and also find their solution to resolve them.

2. External sources are used by the company to take suggestions related to improving the sustainability policy and procedure of the business or establishing the best working environment in the workplace(Aghelie, 2017).

 

Question 4

Write a brief explanation of the elements required for the development of organisational sustainability policies and processes listed in the table below. (30 – 40 words each)

Element Explanation
agreed outcomes of the policy and procedures Stakeholders try to reuse or recycle the resources if possible, instead of throwingthem. In this way, resources of the business are saved and the cost of the business is also saved.
policy timeframes and costs Policy timeframe and cost are required to provide training staff related to sustainability procedures and also purchase the sustainable items to implement the sustainability in the workplace.
performance indicators

 

Performance indicators are the type of tool that a company uses to measure the sustainable or environmental protection performance of their employees(Moscardo, et al., 2013).
activities to be undertaken

 

The company must develop a waste management plan and adopt modern techniques that help the business by saving their resources and cost from wastage.
assigned responsibilities

 

The company must assign duties to the senior stakeholder of the business related to encouraging the employees from time to time to save the energy and resources of the business.
record keeping, review and improvement processes

 

The senior manager of the company must store the data related to the training and induction program that the company conduct to provide training to staff related to sustainable procedures. The senior manager must review or observe the activity of the staff on regular basis to identify whether they follow the sustainability policy and procedure or not.
common sustainability issues with organisational systems and procedures

 

Some issues are related to sustainability such as

1. Employees do not put their computersin hibernation mode during lunch(Moscardo, et al., 2013).

2. Employees forgot to close the water tap after use.

3. Employees forgot to switch off the lights and fans after use.

 

Question 5

Explain your approach for each of the following barriers and challenges when implementing policies and procedures inside an organisation:

Challenge Response
An employee does not believe the new policy will be a benefit to the workplace. They believe the current process is working well To increase the importance of the new policy, the company must conduct an education and induction program to provide information to staff members related to the benefits of the new policy.
Employees avoid using the new policy as they found it too complicated If employees avoid using the new policy, then the manager of the company must conduct a meeting with staff to provide actual information related to the development of policy and also the benefit of the policy. The managerasks their doubts related to the new policy.
Lack of resource allocation by management caused issues in updating most of the policies and procedures The company must use resource management software to track how much resources are used by the employees to complete their work and how much resources are wasted during the work progress. After identifying the information, the company establish the system to provide the limited resources to the employees every month to complete their tasks and also encourage them for optimum utilization of the resources.

 

References

 

Please include your references below:

 

(Please refer to this referencing guide if needed or speak to your trainer for any specific referencing requirements for this assessment)

Aghelie, A. (2017). Exploring drivers and barriers to sustainability green business practices within small medium sized enterprises: primary findings. International Journal of Business and Economic Development (IJBED)5(1).

Moscardo, G., Lamberton, G., Wells, G., Fallon, W., Lawn, P., Rowe, A., … & Kershaw, W. (2013). Sustainability in Australian business: principles and practice. Wiley-Blackwell.

 

 

 

 

 

Appendix 1 –Useful Links

 

Legislations and Regulations

 

http://www.epa.vic.gov.au/about-us/legislation/acts-administered-by-epa

www.epa.vic.gov.au/our-work/publications/publication/2013/december/1558

www.environment.gov.au/about-us/legislation

 

 

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  58. File Name: David-presentation-14SEP22W003-2.pptx

  59. File Name: Legal-and-ethical-requirements-and-responsibilities.pptx

  60. File Name: Blockbuster-video-ppt.pptx

  61. File Name: Assessment-5-Presentation-research-proposal-2.pptx

  62. File Name: New-forest-natural-Park-1.pptx

  63. File Name: edited-ABC-Ltd.-finance.pptx

  64. File Name: Hinal-ppt.pptx

  65. File Name: Chain-manage-ment-project-1.pptx