Release 

Comments 

Release 1

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

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

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

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

Release 

Comments 

Release 1

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