Application
This unit describes the skills and knowledge required to develop and monitor the implementation of operational plans to support efficient and effective workplace practices and organisational productivity and profitability.
The unit applies to individuals who manage the work of others and operate within the parameters of a broader strategic and/or business plans.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
Elements and Performance Criteria
1. Establish operational plan | 1.1 Research, analyse and document resource requirements 1.2 Develop operational plan in consultation with, and with approval from, relevant stakeholders 1.3 Develop contingencies for operational plan 1.4 Explain plan to relevant work teams |
2. Manage resource acquisition | 2.1 Confirm that employees are recruited and inducted according to the organisation’s human resources management policies, practices and procedures 2.2 Confirm that physical resources and services are acquired according to the organisation’s policies, practices and procedures 2.3 Identify and incorporate requirements for intellectual property rights and responsibilities related to acquisition of resources |
3. Monitor and review operational performance | 3.1 Assess progress of operational plan in achieving profit and productivity plans and targets 3.2 Identify areas of under-performance, recommend solutions and rectify the situation 3.3 Plan and implement relevant processes for ongoing monitoring and confirm that support is provided for individuals and teams 3.4 Negotiate recommendations for variations to operational plans and gain approval from designated persons |
Evidence of Performance
The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:
manage an operational plan for at least one business or work area.
In the course of the above, the candidate must:
develop and implement an operational plan using a variety of information sources and consultation including:
resource requirements
key performance indicators
monitoring processes
contingency plans
communicate with stakeholders to explain the plan and supporting information, seek approvals, negotiate variations and engage work teams
confirm existence of relevant strategies, including strategies relating to:
recruiting, inducting and developing personnel
acquiring physical resources and services
protecting intellectual property
making variations to the plan
monitoring and documenting performance.
Evidence of Knowledge
The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:
stakeholders involved in development and management of operations plan including escalation points, colleagues and specialist resource managers
key information sources for proposal development and presentation including resource requirement specialists
consultation processes
content of operational plans, including:
procurement processes
employee recruitment and induction strategies
physical resource and service acquisition strategies
key indicators of organisational performance
budget and actual financial relating to profit and productivity
methods for preparing operational plans and contingency plans
role of an operational plan in achieving an organisation’s objectives
procedures and records associated with documenting performance
approaches for developing key performance indicators to meet business objectives
legislative and regulatory framework relating to the development and implementation of operational plan of the organisation, including:
fair trading laws
work health and safety
organisational policies, practices and procedures that relate to the operational plan.
Assessment Conditions
Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.
This includes access to:
legislation and regulations relevant to operational plans
workplace documentation and resources relevant to performance evidence.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
Foundation Skills
Reading | Gathers, interprets and analyses workplace documentation to determine requirements for the operational plan |
Writing | Develops and documents a range of detailed texts relating to the management of an operational plan according to organisational requirements |
Oral communication | 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 |
Numeracy | Selects and uses mathematical problem-solving strategies to organise resource requirements, performance benchmarks and financial viability of the operational plan |
Enterprise and initiative | Monitors adherence to organisational policies, procedures and considers own role in terms of its contribution to broader goals of the work environment |
Teamwork | 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 |
Planning and organising | 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 |
Problem solving | Uses systematic analytical processes to aid decision making, identify potential problems and generate contingency plans or solutions |
Technology | Demonstrates awareness of the importance of data security in a digital environment |
Sectors
Business Competence – Business Operations