Unit of competency details

BSBMGT517 - Manage operational plan (Release 1)

Summary

Releases:
ReleaseStatusRelease date
1 1 (this release)Current 25/Mar/2015

Usage recommendation:
Current
Mapping:
MappingNotesDate
Supersedes BSBMGT515A - Manage operational planUpdated to meet Standards for Training Packages. Edits to clarify intent of Performance Criteria. Additional performance criterion and evidence for intellectual property. 24/Mar/2015


Training packages that include this unit

CodeTitleSort Table listing Training packages that include this unit by the Title columnRelease
TLI - Transport and Logistics Training PackageTransport and Logistics Training Package 1.0-2.0 
SIT - Tourism, Travel and Hospitality Training PackageTourism, Travel and Hospitality Training Package 1.0-1.1 
SIS10 - Sport, Fitness and Recreation Training PackageSport, Fitness and Recreation Training Package 3.1 
SIS - Sport, Fitness and Recreation Training PackageSport, Fitness and Recreation Training Package 2.0-2.1 
RII - Resources and Infrastructure Industry Training PackageResources and Infrastructure Industry Training Package 2.0 
PPM - Pulp & Paper Manufacturing Industry Training PackagePulp & Paper Manufacturing Industry Training Package 1.0 
NWP - National Water Training PackageNational Water Training Package 1.0 
ICP - Printing and Graphic ArtsPrinting and Graphic Arts 1.0-2.0 
HLT - HealthHealth 2.0-3.1 
FWP - Forest and Wood Products Training PackageForest and Wood Products Training Package 2.0 
FNS - Financial Services Training PackageFinancial Services Training Package 1.0-2.1 
DEF - Defence Training PackageDefence Training Package 1.0 
CUA - Creative Arts and Culture Training PackageCreative Arts and Culture Training Package 2.0 
CPP - Property Services Training PackageProperty Services Training Package 4.0 
BSB - Business Services Training PackageBusiness Services Training Package 1.0-2.0 
AVI - Aviation Training PackageAviation Training Package 1.0-3.0 
AUR - Automotive Retail, Service and Repair Training PackageAutomotive Retail, Service and Repair Training Package 3.0 

Qualifications that include this unit

CodeTitleSort Table listing Qualifications that include this unit by the Title columnRelease
TLI50816 - Diploma of Customs BrokingDiploma of Customs Broking 
TLI50515 - Diploma of Deployment LogisticsDiploma of Deployment Logistics 
TLI50415 - Diploma of LogisticsDiploma of Logistics 1-2 
SIT60316 - Advanced Diploma of Hospitality ManagementAdvanced Diploma of Hospitality Management 
SIT50416 - Diploma of Hospitality ManagementDiploma of Hospitality Management 
SIT50316 - Diploma of Event ManagementDiploma of Event Management 
SIT50216 - Diploma of Holiday Park and Resort ManagementDiploma of Holiday Park and Resort Management 
SIS50612 - Diploma of Sport DevelopmentDiploma of Sport Development 
SIS50115 - Diploma of Sport and Recreation ManagementDiploma of Sport and Recreation Management 
RII50915 - Diploma of Underground Coal Mining ManagementDiploma of Underground Coal Mining Management 
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Classifications

SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 080301 Business Management  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 080301 Business Management  30/Jul/2015 
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Unit Of competency

Modification History

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to develop and monitor implementation of the operational plan to provide efficient and effective workplace practices within the organisation’s productivity and profitability plans.

Management at a strategic level requires systems and procedures to be developed and implemented to facilitate the organisation’s operational plan.

This unit applies to individuals who manage the work of others and operate within the parameters of a broader strategic and/or business plan.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

Unit Sector

Management and Leadership – Management

Elements and Performance Criteria

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Develop operational plan

1.1 Research, analyse and document resource requirements and develop an operational plan in consultation with relevant personnel, colleagues and specialist resource managers

1.2 Develop and/or implement consultation processes as an integral part of the operational planning process

1.3 Ensure the operational plan includes key performance indicators to measure organisational performance

1.4 Develop and implement contingency plans for the operational plan

1.5 Ensure the development and presentation of proposals for resource requirements is supported by a variety of information sources and seek specialist advice as required

1.6 Obtain approval for the plan from relevant parties and explain the plan to relevant work teams

2. Plan and manage resource acquisition

2.1 Develop and implement strategies to ensure that employees are recruited and/or inducted within the organisation’s human resources management policies, practices and procedures

2.2 Develop and implement strategies to ensure that physical resources and services are acquired in accordance with the organisation’s policies, practices and procedures

2.3 Recognise and incorporate requirements for intellectual property rights and responsibilities in recruitment and acquisition of resources and services

3. Monitor and review operational performance

3.1 Develop, monitor and review performance systems and processes to assess progress in achieving profit and productivity plans and targets

3.2 Analyse and interpret budget and actual financial information to monitor and review profit and productivity performance

3.3 Identify areas of under-performance, recommend solutions and take prompt action to rectify the situation

3.4 Plan and implement systems to ensure that mentoring and coaching are provided to support individuals and teams to effectively, economically and safely use resources

3.5 Negotiate recommendations for variations to operational plans and gain approval from designated persons/groups

3.6 Develop and implement systems to ensure that procedures and records associated with documenting performance are managed in accordance with organisational requirements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill 

Performance Criteria 

Description 

Reading

1.1, 1.5, 2.1, 2.2, 3.1, 3.2, 3.3, 3.4, 3.6

  • Identifies and extracts relevant information from a range of complex texts
  • Gathers, interprets and analyses workplace documentation to determine requirements for the operational plan

Writing

1.1-1.5, 2.1, 2.2, 3.1-3.6

  • Develops and documents a range of detailed texts relating to the management of an operational plan according to organisational requirements
  • Ensures the vocabulary, grammatical structures and conventions are appropriate for the context and target audience

Oral Communication

1.1, 1.2, 1.5, 1.6, 3.4, 3.5

  • Presents information to a range of audiences using appropriate register, vocabulary and paralinguistic features
  • Listens and comprehends information from a variety of spoken exchanges with clients, co-workers and other stakeholders
  • Confirms understanding through questioning and active listening

Numeracy

1.1, 1.3, 1.4, 3.1-3.4

  • Selects and uses mathematical problem-solving strategies to organise resource requirements, performance benchmarks and financial viability of the operational plan

Navigate the world of work

2.1, 2.2, 3.4, 3.6

  • Monitors adherence to organisational policies, procedures and considers own role in terms of its contribution to broader goals of the work environment
  • Appreciates the implications of legal responsibilities with specific reference to health and safety

Interact with others

1.1, 1.2, 1.5, 1.6, 3.5

  • Identifies and uses appropriate conventions and protocols when communicating with colleagues and external stakeholders
  • Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction, influencing direction and taking a leadership role on occasion

Get the work done

1.1-1.5, 2.1, 2.2, 3.1, 3.3, 3.4, 3.6

  • Takes responsibility for developing and implementing systems and processes to achieve organisational objectives, seeking advice, feedback and support as required to assist in the development and planning phase
  • Sequences and schedules complex activities, monitors implementation, and manages relevant communication
  • Uses systematic analytical processes to aid decision making, identify potential problems and generate contingency plans or solutions

Unit Mapping Information

Code and title 

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBMGT517 Manage operational plan

BSBMGT515A Manage operational plan

Updated to meet Standards for Training Packages.

Edits to clarify intent of Performance Criteria.

Additional performance criterion and evidence for intellectual property.

No equivalent unit

Links

Companion volumes are available from the IBSA website: http://www.ibsa.org.au/companion_volumes - https://vetnet.education.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

 

Assessment requirements

Modification History

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

  • develop and implement an operational plan using a variety of information sources and consultation (including using specialist advice if required) which includes:
  • resource requirements
  • key performance indicators
  • monitoring processes
  • contingency plans
  • communicate effectively with relevant stakeholders to explain the plan and supporting information, seek approvals, negotiate variations and engage work teams
  • develop and implement strategies to achieve the operational plan within the organisation’s policies, practices and procedures including:
  • recruiting, inducting and developing personnel
  • acquiring physical resources and services
  • protecting intellectual property
  • making variations to the plan
  • monitoring and documenting performance.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

  • describe models and methods for operational plans
  • explain the role of an operational plan in achieving the organisation’s objectives
  • explain budgeting processes
  • list alternative approaches to developing key performance indicators to meet business objectives
  • outline the legislative and regulatory context relevant to the operational plan of the organisation
  • outline the organisation’s policies, practices and procedures that directly relate to the operational plan.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the management and leadership field of work and include access to:

  • relevant legislation and regulations
  • workplace documentation and resources
  • case studies and, where possible, real situations
  • interaction with others.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion volumes are available from the IBSA website: http://www.ibsa.org.au/companion_volumes - https://vetnet.education.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

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