BSBOPS402: Coordinate Business Operational Plans Assessment

Assessment

To achieve a satisfactory result, your assessor will be looking for your ability to demonstrate the following key skills/tasks/knowledge to an acceptable industry standard:

• All tasks have been completed in full and have been completed to a satisfactory standard.

Demonstrated knowledge and skills required to:

• Developing and implementing an operational plan

Work, Health and Safety

• Follow TAFE Queensland Student Rules.
• Access TAFE Queensland Student Services for any additional support.
• Conduct risk assessments prior to any assessment task to ensure the safety of all participants and the environment.
• Ensure an ergonomically safe work environment to complete all assessment tasks.

Details

This assessment task requires you to analyse relevant policies and procedures and consult with others in order to create, implement and monitor the progress of an operational plan. The purpose of this task is to ensure that you are prepared to effectively plan for and carry out operational plan tasks in line with organisational requirements, as well as to ensure that ongoing action is taken to support all resources and staff involved in the operational plan and its success. There are six (6) stages in this assessment task. You are to complete this task using the scenario and workplace documents provided in the appendices of this task.

Questions

1. You will need to conduct research and consult with other professionals in the community to determine the resources needed in order for you to be able to meet the stated objective for the operational plan. Who will you consult with and why?
2. How will you meet with these professionals? 
3. What would be the appropriate model of operational plan to use in this situation?
4. What would be the appropriate process to use when setting the budget to ensure you stay within the budget limitations?
5. Who will you need to involve in these discussions regarding the budget/ purchase of any resources to support the operational objective?
6. Who might you need to gain approval from for this operational plan to proceed?
7. Once the plan is approved, how would you communicate this operational plan to your team?
8. Mark Penfold has provided you with an Operational Plan Template (Appendix C) to complete as part of your café opening preparation. The Operational Plan will ensure you set accurate timelines and targets, keep to budget and take into account contingencies for the café opening.

Summary of Assessment Requirements

This assessment requires the student to demonstrate their capability to develop, implement, and monitor an operational plan in alignment with organisational procedures and industry standards. To achieve a satisfactory outcome, the student must show the ability to:

Key Skills, Knowledge and Tasks

• Complete all tasks in full and to an acceptable standard.
• Analyse organisational policies, procedures, and safety requirements.
• Apply knowledge of operational planning, resource management, and WHS obligations.
• Follow TAFE Queensland Student Rules and use support services as needed.
• Conduct risk assessments and maintain an ergonomically safe work environment.

Assessment Task Requirements

The assessment includes six stages, requiring the student to use the scenario and workplace documents provided. Students must:

1. Analyse relevant policies and procedures.
2. Consult with appropriate stakeholders to identify required resources.
3. Develop an operational plan using the provided template.
4. Implement strategies in line with organisational goals.
5. Monitor progress, timelines, budgets, and contingencies.
6. Demonstrate readiness to carry out operational responsibilities effectively.

Questions to Address

Students must research and respond to questions that identify:

• Which professionals/stakeholders to consult and why.
• Methods for meeting and collaborating with them.
• The most suitable operational plan model for the café scenario.
• The budgeting process required to stay within financial limits.
• Stakeholders involved in budget/resource decisions.
• Approval authorities for the plan.
• Communication strategies after the plan is approved.
• Completion of the Operational Plan Template (Appendix C) for the café opening.

How the Academic Mentor Guided the Student 

1. Understanding the Assessment Framework

The mentor began by explaining the purpose of the task creating and monitoring an operational plan that aligns with organisational requirements. This included clarifying WHS duties, risk-assessment expectations, and quality standards.

2. Breaking Down Each Stage of the Assessment

To avoid confusion, the mentor guided the student through all six stages, showing how each one connects to operational planning processes. They reviewed the scenario and appendices together before starting the tasks.

3. Analysing Policies and Procedures

The mentor demonstrated how to read and extract key points from workplace policies related to WHS, budgeting, procurement, staffing, and operational requirements.
The student learned how these documents influence the decisions in the plan.

4. Identifying Stakeholders and Consultation Requirements

The mentor helped the student list relevant professionals such as café supervisors, financial officers, suppliers, OH&S consultants and explained:

• Why each stakeholder is needed
• How to consult (meetings, emails, phone calls, interviews)
• How consultation supports accurate resource planning

5. Selecting the Operational Plan Model

The mentor guided the student in evaluating different planning models (e.g., goal-based, resource-based, timeline-based).
Together, they identified the model most suitable for a café opening scenario, considering budgeting, staffing, and resource allocation.

6. Creating a Realistic Budget Process

The mentor walked the student through:

• How to break down costs
• How to cross-check organisational budget guidelines
• How to determine priorities within limitations
• Who must be involved in these decisions (finance team, manager, suppliers)

7. Approval Pathways

The mentor helped the student understand reporting lines and approval authorities, such as senior managers or operational supervisors.

8. Communicating the Plan

The student was coached on selecting an effective communication method for the team:
team meetings, email briefings, presentations, or digital project boards.

9. Completing the Operational Plan Template

Finally, the mentor guided the student through each section of Appendix C, showing:

• How to set timelines
• How to identify KPIs
• How to include contingencies
• How to align tasks with the café’s operational goals

Outcome of the Mentoring Process

By following the step-by-step guidance:

• The student successfully interpreted the scenario and workplace documents.
• All six stages of the assessment were completed clearly and in order.
• A comprehensive operational plan was developed using the template.
• All questions were answered with practical and industry-aligned reasoning.
• The student demonstrated full understanding of WHS, budgeting, consultation, and operational planning.

Learning Objectives Achieved

Through the mentor’s structured guidance, the student achieved the following learning objectives:

• Ability to develop, implement, and monitor an operational plan.
• Understanding of WHS responsibilities, ergonomic safety, and risk assessments.
• Skills in consultation, stakeholder engagement, and teamwork.
• Ability to create budgets, allocate resources, and justify financial decisions.
• Competence in analysing policies, procedures, and organisational requirements.
• Effective communication of an operational plan to team members.
• Capability to use planning templates to produce professional documentation.

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