Assessor Resource

CUSADM06A
Develop and implement an operational plan

Assessment tool

Version 1.0
Issue Date: May 2024


Not applicable.

This unit describes the skills and knowledge required to support the operational planning process. It may be applied to a small independent operation or to a section of a large organisation.

This unit describes the skills and knowledge required to support the operational planning process. It may be applied to a small independent operation or to a section of a large organisation.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

Not applicable.

Employability Skills

Not applicable.



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

Underpinning knowledge and skills

Assessment must include evidence of essential knowledge of, and skills in, the following areas:

planning techniques

problem solving and decision making in specific relationship to development and implementation of operational plans

research skills in relation to a broad range of information from multiple sources and related to a broad range of issues

current internal and external environments impacting on the activity

legal issues which impact on enterprise operations as appropriate to industry sector

Linkages to other units

This unit relates to planning and combined assessment/training may be appropriate with a wide range of other business administration units. These units should be selected according to the needs of the specific sector and workplace. The following units may be appropriate for combined training delivery and/or assessment:

BSXFMI404A Participate in, lead and facilitate a team

CUEFIN1A Manage a budget

Critical aspects of evidence

Care should be taken in developing training to meet the requirements of this unit. For generic prevocational training, organisations should provide training that considers the full range of industry contexts with no basis towards individual sectors. The range of variables will assist in this regard. For sector specific delivery, training should be tailored to meet the needs of that sector.

The following evidence is critical to the judgement of competence in this unit:

ability to develop a realistic plan that relates to the film, television, radio or multimedia context. The plan should identify current and relevant industry issues and clearly identify an implementation program

ability to apply an integrated approach to operational issues

legal issues which affect general operations within the sector

current industry issues which affect general operations within the sector

specific implementation and monitoring issues which may affect the plan

Method and context of assessment

Assessment may take place on the job, off the job or a combination of both of these. However, assessment of this unit would most effectively be undertaken on the job due to the specific workplace environment requirements. Off the job assessment must be undertaken in a closely simulated workplace environment.

Assessment may incorporate a range of methods to assess performance and the application of essential underpinning knowledge, and might include:

case studies

work samples or simulated workplace activities

oral questioning/interview

projects/reports/logbooks

third party reports and authenticated prior achievements

portfolios of evidence

Assessment must take place over a period of time in order to determine competence in the ongoing implementation and monitoring aspects of this unit.

Resource requirements

Assessment requires access to relevant information about the project or organisation listed in the range of variable statement.

Workplace based assessment should be based on a particular workplace or project and relevant policies and data for that workplace.

Simulated workplace activities may be undertaken using an appropriate range of relevant and current material to the industry.

Key competencies

Level

Collecting, organising and analysing information

3

Communicating ideas and information

3

Planning and organising activities

3

Working with others and in teams

3

Solving problems

3

Using mathematical ideas and techniques

1

Using technology

2

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Not applicable.

Range of variables

Variable

Scope

Operational plans will be quite broad in nature and may include plans for:

a department within a large organisation

a small business

a specific project

Factors will include:

availability of resources

finance

capability of employees

specialist input needed

Colleagues may include:

producer

directors

designers

financial manager

department heads

managers of specialist sections

artists

presenters

Resources may include:

personnel

equipment and technology

services

supplies

sources for accessing specialist advice

Financial control information may include:

income and expenditure statements

cash flow reports

contracts

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
In collaboration with relevant personnel develop plans and strategies based on workplace or project needs and strategic and business goals to achieve identified operational outcomes 
Develop scope and objectives based on: 
 
 
Identify and analyse internal and external factors which may impact on the plan to ensure the achievement of planned and agreed outcomes 
Consult appropriate colleagues during the development of the plan to confirm and/or adjust details of the plan as required 
Develop resource strategies to support planned operational processes and outcomes 
Develop administrative framework and systems to ensure planned operational outcomes 
Identify and communicate priorities, responsibilities and timelines to those who will implement the plan 
Develop evaluation systems in consultation with appropriate colleagues to monitor and adjust operational outcomes 
Develop an internal and external communications strategy to keep all stakeholders informed 
Implement and monitor operation of plan 
Provide support and assistance to colleagues involved in implementing the plan and deal with contingencies as required 
Comply with reporting requirements 
Implement and monitor financial control systems 
Establish and maintain a file of all relevant documentation and correspondence 
Obtain additional resources in accordance with agreed policy 
Use agreed evaluation methods to assess effectiveness in the workplace 
Involve all appropriate colleagues in evaluation 
Identify problems and make appropriate adjustments 
Incorporate results of evaluation into ongoing planning and operational management 

Forms

Assessment Cover Sheet

CUSADM06A - Develop and implement an operational plan
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

CUSADM06A - Develop and implement an operational plan

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: