Assessment Task 2 - Case study

Establish operational plan and manage resource acquisition.

(Skills and Knowledge Application)

Using the simulated workplace and the scenario in the appendix or your own workplace referring to the scenario in the appendix as agreed by your assessor, provide communication solutions to lead communication in the workplace.

Whatever the workplace you select, the policies and procedure manual of simulated workplace must be used as the policies and procedures of the workplace to undertake the following task. In case you select your own workplace or any other workplace you have access to information, provide a brief description of the workplace such as the industry, operation, personnel, and teams.

Your Task

Complete the following workplace operational planning activities demonstrating skills and knowledge to develop and monitor the implementation of operational plans to support efficient and effective workplace practices and organisational productivity and profitability:

1. Access Australian Constructions (Simulated workplace) documents including policies and procedures provided to you on college learning and management system (LMS) and use relevant policies and procedures to undertake this task. Read the case study operational planning information in the appendix.

Describe your actions here.

1. Research resource requirements for the Australian Constructions operation.

1. Analyse the simulated workplace operational planning information, identify and list resources required.

1. Role-play activity. Refer to next page for instructions.

Consult the general manager (your assessor) in a role-play and discuss the requirements for the operational plan development and seek the approval.

Consultation documentation table

Organisation Name
Consultation Officer Name
Date of consultation
Consultation Topic
Objective of consultation	Consulted Stakeholder	Information received from stakeholder	Responses to consultation feedback received

1. Develop operational plan including key performance indicators for the simulated workplace using the template provided in the appendix 2. (Note: the templates provided in the appendix 2 are for guidance only. You are free to develop a plan with different headings and columns as long as it addresses the requirements)

Operational objectives: resources within timeframe and provide resources to operational staff to
Performance standards
Operational function/ strategy	Operational activity	Target/Key Performance Indicators (KPIs)	Timeframe	Person/ Team Responsible

1. Identify and list contingencies for operational plan.

1. Develop a contingency plan using the template provided in the appendix 2.

Contingency Plan Department: Name of the Planner: Position: Date: (Assessment date)
	Contingency Identified	Contingency planning action	When	Who
1
2
3

1. Develop a recruitment plan to acquire human resources using the human resources management policies, practices, and procedures in the appendix 2.

Strategic goal	Operational function	Staff needs	Recruitment method	Recruitment timeframe	Budget

1. Develop a plan to acquire physical resources using the simulated workplace policies, practices, and procedures.

1. Identify requirements for intellectual property rights and responsibilities related to acquisition of technological resources.

Note: the task three is a continuation of the same simulated workplace operational planning task and you need to use above planning documents for role-play.

Role-play -Establish operational plan.

This activity refers toActivity 4 of your task.

Instructions

This part is a role-play where you must organise role-play settings as agreed and facilitated by your assessor for a consultation meeting including training room place, tables, chairs, a computer with Internet, papers, pens, and any other resources as required.

Details of the task being observed	You undertake the active part of the task participating and using oral communication skills in a consultation meeting with relevant manager.
Assumptions to be made	Your assessor plays the role ofgeneral manager
Persons involved	You as the managerand the assessor as thegeneral manager
Involvement and contribution from role-play participants.	Respond to the role-player with responses according to caser study information and task activity of the unit of competency. Assessor is to respond with accuracy and relevancy of application of operational planning.
Timing for the role-play:	7 - 10 minutes per candidate plus your assessor will decide any additional time required based on your participation behaviour and ability to perform
Conditions under which the observation is conducted	Skills in this assessment are demonstrated by the candidate and observed by assessor in a simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to: Workplace or simulated workplace policies and procedures relevant legislation, regulations, standards, and codes Workplace documentation and resources relevant to required performance evidence.
Foundation Skills and observable application of skills	Present information to audiences Use appropriate register, vocabulary, and paralinguistic features. Listens and comprehends information. Confirm understanding when you communicate with a variety of spoken exchange with relevant stakeholders. Collaborate with others to achieve joint outcomes. play an active role in facilitating effective group interaction. Influence direction and taking a leadership role on occasion.

Activity 4.

Consult the general manager (your assessor) in a role-play and discuss the requirements for the operational plan development and seek the approval.

1. Consult the general manager (your assessor) in a role-play.
2. Discuss the requirements for the operational plan development.
3. Seek approval operational plan development.

---End of Case Study Task Activities---

Self-Assessment Checklist

Note: The following checklist is for you to confirm your work completion as well as performance and demonstration of skills. Ensure you carefully check, and tick as completed and performed before submitting written evidence and while demonstrating skills during performing the task.

	Assessment Task Activity	Completed as required
	Case Study	Yes	No
1	Access Australian Constructions (Simulated workplace) documents including policies and procedures and use relevant policies and procedures to undertake this task. Read the case study operational planning information in the appendix.
2	Research resource requirements for the Australian Constructions operation.
3	Analyse the simulated workplace operational planning information, identify and list resources required.
4	Role-play activity.Consult the general manager (your assessor) in a role-play and discuss the requirements for the operational plan development and seek the approval. Consult the general manager (your assessor) in a role-play. Discuss the requirements for the operational plan development. Seek approval operational plan development.
5	Develop operational plan including key performance indicators for the simulated workplace using the template provided in the appendix 2. (Note: the templates provided in the appendix 2 are for guidance only. You are free to develop a plan with different headings and columns as long as it addresses the requirements)
6	Identify and list contingencies for operational plan.
7	Develop a contingency plan using the template provided in the appendix 2.
8	Develop a recruitment plan to acquire human resources using the human resources management policies, practices, and procedures in the appendix 2.
9	Develop a plan to acquire physical resources using the simulated workplace policies, practices, and procedures.
10	Identify requirements for intellectual property rights and responsibilities related to acquisition of technological resources.

Assessment Task 3

Monitor and review operational performance.

(Skills and Knowledge Application)

This task is a continuation of the same simulated workplace operational planning of task 2 and you need to use above planning documents for role-play.Using the simulated workplace and the scenario in the appendix as agreed by your assessor, participate in the role-play, and provide solutions to communicate with stakeholders to explain the plan and supporting information, seek approvals, negotiate variations and engage work teams. The policies and procedure manual of simulated workplace must be used as the policies and procedures of the workplace to undertake the following task.

Your role-play task -Monitor and review operational performance.

Instructions

This part is a role-play where you must organise role-play settings as agreed and facilitated by your assessor for a consultation meeting including training room place, tables, chairs, a computer with Internet, papers, pens, and any other resources as required.

Details of the task being observed	You undertake the active part of the task participating and using oral communication skills in a consultation meeting with relevant manager.
Assumptions to be made	Role-play 1 - Your assessor plays the role ofCEO, at least other two fellow learners playing the role of other stakeholders. Role-play 2 -Other participants (Fellow learners) play the role - Accountant, Purchasing Officer, and HR Manager)
Persons involved	You as theoperation manager and the assessor as theCEO. Other participants (Fellow learners) play the role - Accountant, Purchasing Officer, and HR Manager)
Involvement and contribution from role-play participants.	Respond to the role-player with responses according to case study information and task activity of the unit of competency. Assessor is to respond with accuracy and relevancy of application of managing operational plans.
Timing for the role-play:	Role-play 1 (5 - 7 minutes per candidate) Role-play 2 (7 - 10 minutes per candidate plus your assessor will decide any additional time required based on your participation behaviour and ability to perform)
Conditions under which the observation is conducted	Skills in this assessment are demonstrated by the candidate and observed by assessor in a simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to: Workplace or simulated workplace policies and procedures relevant legislation, regulations, standards, and codes Workplace documentation and resources relevant to required performance evidence.
Required role-play settings	A table and chairs facing each other (theater model presentation) Planning template papers to take notes. Form the teams as the task required using fellow trainees at least three as work team and stakeholders as agreed by your assessor.
Foundation Skills and observable application of skills	Present information to audiences Use appropriate register, vocabulary, and paralinguistic features. Listens and comprehends information. Confirm understanding when you communicate with a variety of spoken exchange with relevant stakeholders. Collaborate with others to achieve joint outcomes. play an active role in facilitating effective group interaction. Influence direction and taking a leadership role on occasion.

Role-play 1 (5 - 7 minutes per learner)

1. Meet with your work teams and key stakeholders to explain your operational plan to relevant work teams. Your work teams and stakeholders may include:

(Note: assume your fellow trainees as your work teams in your group/batch consider as internal stakeholders) Project managers Foreman Supervisors

(Note: assume your fellow trainees as stakeholders) External stakeholders may include: Contractors Builders Suppliers

Note: This role-play can be performed just standing up in the training room and communicating to the fellow trainees and assessor assuming they represent the above work team.

Activities to perform in the role-play(required observable behaviour)

Meet with theCEO (your assessor) in a role-play consultation meeting and discuss the followingand note down the discussion points using the consultation documentation template provided in appendix 2.

1. Assess progress of operational plan in achieving profit and productivity plans and targets
2. Communicate with stakeholders and explain the plan and supporting information.
3. Seek approvals.
4. Negotiate variations.
5. Engage work teams for operation plan.

Role-play 2 (7 - 10 minutes per learner)

1. Meet with following management team to assess progress of operational planachieving profit and productivity plans and targets: They may include:
2. CEO (your assessor)
3. Accountant/Finance Controller
4. Purchasing Officer
5. Human Resource Manager.

1. Discuss the following points in your role-play assuming the position of operation manager:
2. Identify and discuss areas of under-performance.
3. Recommend solutions to rectify the situation of under-performance.
4. Explain your plan for ongoing monitoring with relevant processes.
5. Explain and confirm what support is provided for individuals and teams.
6. Negotiate recommendations for variations to operational plan.
7. Seek approval for variations from CEO (assessor)
8. Confirm your strategies relating to:
   1. recruiting, inducting, and developing teams and individuals
   2. acquiring physical resources and services for operation
   3. protecting intellectual property when buying technological software and theimportance of data security in a digital environment
   4. making variations to the plan as required
   5. monitoring the operational plan and
   6. Documenting performance.

---End of Role-play Activities---

Self-Assessment Checklist

Note: The following checklist is for you to confirm your work completion as well as performance and demonstration of skills. Ensure you carefully check, and tick as completed and performed before submitting written evidence and while demonstrating skills during performing the task.

	Assessment Task Activity	Completed as required.
	Role-play -Preparation written work	Yes	No
1	A table and chairs facing each other (theater model presentation)
2	Planning template papers to take notes
3	Form the teams as the task required using fellow traineesat least three as work team and stakeholders as agreed by your assessor.
	Role-play 1 (5 - 7 minutes per learner)
A	Meet with your work teams and key stakeholders to explain your operational plan to relevant work teams. Your work teams and stakeholders may include: Internal - Project managers, Foreman, Supervisors External - Contractors, Builders, Suppliers.
	Role-play 2 (7 - 10 minutes per learner)
B	Meet with following management team to assess progress of operational planachieving profit and productivity plans and targets: They may include: CEO (your assessor) Accountant/Finance Controller Purchasing Officer Human Resource Manager.
C	Discuss the following points in your role-play assuming the position of operation manager:
1	Identify and discuss areas of under-performance
2	Recommend solutions to rectify the situation of under-performance
3	Explain your plan for ongoing monitoring with relevant processes
4	Explain and confirm what support is provided for individuals and teams
5	Negotiate recommendations for variations to operational plan
6	Seek approval for variations from CEO (assessor)
7	Confirm your strategies relating to:
	recruiting, inducting, and developing teams and individuals
	acquiring physical resources and services for operation
	protecting intellectual property when buying technological software and theimportance of data security in a digital environment
	making variations to the plan as required
	monitoring the operational plan and
	documenting performance.