BSBOPS601 Advanced Diploma Of Hospitality (project 1,2,3) Project 1 Scenario You are a senior manager for your organisation, an organisation called The Righteous Bean Part of your responsibilities involves ensuring all business units are working smoothly together and harmoniously to achieve both the short and long term strategic goals You take part in regular meetings with other senior management and board members to discuss performance and work priorities As part of a recent initiative, you have been tasked with developing a business plan proposal centred around a new idea or activity that aims to fast track progress in achieving the current strategic priorities goals Project 1 Instructions Business plan development General learner instructions In this task, you are required to undertake a project in which you will develop a business plan for a specified business idea or activity The business idea or activity could be something you have worked on in other classes, or be a new activity, department or similar within an existing business Alternatively, your idea or activity can be based on the case study organisation The Righteous Bean Note, if using the case study organisation, your assessor will provide you with the relevant information you need, including The Righteous Bean Strategic and Operational Plan Your idea or activity must be able to be implemented, monitored, and reviewed by the end of this study unit (only one aspect of the plan needs to be implemented, monitored, and reviewed this will be done later tasks) viable in regard to the cost, timelines, and other resources for that one aspect being implemented The business plan will outline the feasibility of the idea along with all strategies needed to successfully lead the implementation of the business operation Your business plan must be professionally presented using different information presentation methods and breakdowns of information to communicate with stakeholders effectively To complete your plan, you can use and or adapt the Business Plan template provided or alternatively source your own However, you must address all of the criteria in the business plan template provided You will need to work with the business or a peer playing the role of someone connected to the business in order to answer questions, generate information and ideas, and gain the insight needed to inform your decision making processes Evidence of consultation will be recorded as part of the Appendices section of your business plan The rest of the business plan needs to be researched and decisions made through analysis of quality information sources You will implement your plan in Project 2 and evaluate the outcomes (post implementation) in Project 3 Read the Project 1 Scenario information before completing all stages of this assessment Required Computer with appropriate software installed, e g MS Word and Excel Access to the internet for research Learner instructions for the assessment Project 1 Scenario You are a senior manager for your organisation, an organisation called The Righteous Bean Part of your responsibilities involves ensuring all business units are working smoothly together and harmoniously to achieve both the short and long term strategic goals You take part in regular meetings with other senior management and board members to discuss performance and work priorities As part of a recent initiative, you have been tasked with developing a business plan proposal centred around a new idea or activity that aims to fast track progress in achieving the current strategic priorities goals Business Plan template Business Plan Template (Insert name of organisation) Use the following headings to set out your business plan You will need to recreate the structure in your preferred word processing software, integrating a range of information presentation options like graphs, charts, tables, lists, plans and similar Where appropriate, consider developing a range of other documents to attach as appendices 1 Executive Summary Document an executive summary that identifies the context for the business plan Include relevant information from pre existing strategic, business and operation plans, including key stakeholders involved Outline processes used for developing and monitoring business plans and any specific actions required for the business context 2 Introduction Describe the business and business idea activity and how it aligns to the overall business strategic approach Include a summary of any key findings from research and analysis activities conducted that support the new idea Stakeholder Analysis Identify the key stakeholders involved in the development of the business plan including Internal stakeholders like business partners and staff (if relevant) External stakeholders or interested parties like financiers and customers (if relevant) External consultants and specialists to be engaged throughout the business planning like technical advisors (if relevant) 3 Industry Overview Document an industry overview Include evidence of research and analysis for the specific industry including explanations of Relevant legal, regulatory, and ethical frameworks that impact business planning Permits, licences, registrations or other permission that may be required for the new business activity ies The current context of the industry including Results from analysis about the strengths, weaknesses, opportunities and threats within the industry and within the business identified Results from analysis on likely impacts such as political, economic, social, technological, legal and environmental Remember to use your findings to identify each of the following and either include an additional objective table or add it to the table from the Business Direction section of the plan Include Business goals related to compliance, ethics or service standards Objectives broken down into activities and tasks related to the new goals Performance measures, standards and indicators related to each objective, activity and task 4 Business Direction Discuss the business direction both broadly and in context with the new idea Analyse and research the following business information attaching any relevant evidence (e g communications, summary of research, results from analysis) Business vision Mission Values Objectives Goals Use any existing plans, available information, and results from consultation to inform your decision Develop suitable business performance objectives and measures Include appropriate key result indicators, in each of the following areas (at a minimum) Community awareness or branding Environmental impact Governance Quality Sales The workforce Profit and loss Collate the objectives, measures and indicators into a table that indicates the breakdown of business goals to General objectives Performance and other objectives and targets Performance measures for each objective Key performance indicators for each objective Standards (where relevant) for each performance measure or indicator 5 Market Analysis Undertake a market analysis then use this area of the report to discuss your findings Produce evidence of reviewing market requirements relevant to the business being planned (references, analysis, charts, graphs, summaries or similar) related to The market requirements for the business and its products and services The features and benefits, costs, fees, fee schedules, strengths and weaknesses and other characteristics of each product and service included in the plan A 'typical customer' profile that identifies the typical needs for each customer profile identifies how each product or service will meet those needs 6 Competitive Analysis Undertake a competitive analysis then use this area of the report to discuss your findings Include evidence of identifying and analysing competitors in the market including those who have had similar ideas are producing similar products or providing similar services are competitors because of the industry only have similar quality products and services but at different price points are known for different qualities such as customer service, service provision, product quality or similar service similar segments of the market, customer profiles or similar Remember to investigate and discuss their products and services their marketing, promotions and sales other aspects of their work which would require competition Draw conclusions about what each competitor is doing well and what they are missing in regard to market need Identify performance requirements for products related to your own ideas, and for the aligned products and services 7 Marketing Plan Document a detailed marketing strategy Include evidence of using the market, competitive analysis, and the client profile to determine the following Marketing objectives, performance measures and standards Possible marketing opportunities including channels or options like websites, social media or similar Branding strategy including development of any new logos, taglines or key messages Any specific campaigns, their timing and the resources required 8 Operational Plan Document an operational plan that includes sections for production and purchasing Include evidence (references, findings from analysis, charts, tables, graphs and similar) of undertaking analysis on the goals, objectives, performance measures and marketing aspects of the plan to identify the production and purchasing requirements including Policies, procedures and processes Strategies for effective management Financial requirements Human resource requirements Physical resource requirements Remember to create links, using discussion and breakdowns of the overall operational plan, between the overall objectives, production and planning 9 Management Plan Document a management plan Include evidence of undertaking research (references, citations, copies of images, graphs, charts, tables, or similar) to identify and describe the current or required management structure of the business including any key responsibilities and accountabilities across the hierarchy identify and analyse typical issues you may encounter, including those related to the industry the business, its structure and its objectives, e g system failures product and or services failures other issues resulting in variances to the business plan identify the process that you will use to report and, where applicable resolve these issues OR include plans or other details of strategies for management to be adopted by the business 10 Financial Plan Document a financial plan This could be in a budget format, using a table and detailed comments or it could be using a combination of text and tables to break down the plans Remember to include the following An analysis of the financial resources required to achieve each goal, objective, activity and task and in the production of all products services The links between finance and the other areas of their business plan including the marketing plan The expected or target income and expenditure figures (financial indicators) Remember to justify each resource in regard to other areas of the plan explain the strategies for financial management to be adopted by the business demonstrate in depth analysis on the likely income streams to justify the viability of the business business activity 11 Implementation Plan (incl monitoring and performance) Document an implementation plan that includes the requirements for monitoring and performance Your plan should logically and sequentially identify each of the following All established goals broken down into objectives then activities, tasks, other plans and key decisions from the business plan criteria The communication activities related to informing stakeholders of the requirements and timelines Any additional activities related to creating tools, templates, instructions, policies, procedures and other tasks required to action each other section of the plan The accountabilities and responsibilities of key stakeholders involved in the implementation and embedding of the business activity, and the expected outcomes of each activity they undertake The resources required including human and physical Key milestones and timelines Monitoring methods and measures of performance for each identified implementation activity or task Remember to document any instructions required for undertaking each implementation activity 12 Recommendations Recommend that the plan be implemented according to the plans you have developed Explained the preferred course of action to be taken and why that course of action should be taken 13 Reference List Include all sources of information, including verbal and other people resources, in your reference list You may need to have an ordinary reference list of sources with source titles, authors and dates accessed in addition to a summary of conversations, copies of notes as appendices and similar Remember, your references and your included information will form a large part of your evidence of researching, interpreting and analysing 14 Appendices Use this section to include all your evidence of consulting with each key group of stakeholders, throughout the preparation of the business plan, including in developing the various performance objectives and measures undertaking research and analysis Each appendix should have an appendix number and a descriptive title Access to individuals (stakeholders) to consult with (see stage 3) Submit Finalised Business Plan Appendices, including at a minimum details of consultation with relevant stakeholders, e g meeting agenda, email correspondence etc Assessment criteria Students must complete all the activities listed and will be assessed against the assessment criteria included in the checklist included with this task Re submission opportunities If a student submits work that is not satisfactory, the assessor will provide written feedback explaining why, as well as timelines for resubmission Stage 1 Setting the context for the business plan (No Submission Required) Learner Instruction For this Stage, you are required to conduct research and analysis into your chosen organisation to determine a suitable business idea activity that will form the basis of your business plan Complete sections 1, 2 3 of your Business Plan to establish the context for your idea activity, including Executive summary Include relevant information from pre existing strategic, business, and operational plans Outline processes used for developing and monitoring these plans as well as your business plan proposal Introduction A description of your business and business idea activity and how it aligns to the current strategic approach A summary of any key findings from research and analysis activities conducted that support the new idea Stakeholder analysis Identify all key stakeholders (both internal and external) involved in the development of the business plan Industry Overview Relevant legal, regulatory, and ethical frameworks that impact business planning Permits, licences, registrations or other permission that may be required for the new business activity ies The current context of the industry, including results of SWOT and PESTLE Analysis You will submit your fully Business Plan at the end of Stage 9 Once you have read and understood these instructions, please write I understand in the field below and submit this assessment Stage 2 Market Competitor Analysis (No Submission Required) Learner Instruction For this Stage, you are required to conduct and undertake market research and competitor analysis for your business Complete sections 5 6 of your Business Plan to determine the market and competitor characteristics, including Market research and analysis The market requirements for the business and its products and services The features and benefits, costs, fees, fee schedules, strengths and weaknesses and other characteristics of each product and service included in the plan A 'typical customer' profile, e g identified needs and approaches to meet those needs Competitive analysis Investigate and discuss competitor s with similar products and services, as well as marketing, promotions, and sales tactics Draw conclusions about competitor strengths and weaknesses Identify appropriate performance requirements for products services related to the idea activity You will submit your fully completed Business Plan at the end of Stage 9 Once you have read and understood these instructions, please write I understand in the field below and submit this assessment Stage 3 Stakeholder meeting(s) (No Submission Required) Learner Instruction For this Stage, you are required to consult with key stakeholders to discuss the idea activity and brainstorm suitable performance objectives and measures that need to be introduced During the meeting, you will need to present your idea clearly to the group and include details of how it aligns to the overall business strategy, e g vision, mission, values, goals, and objectives Provide any key information you have gathered to date to support your idea (i e results from research and analysis in Stages 1 and 2) to ensure all stakeholders have a good understanding Exchange information by discussing suitable productivity and performance targets across multiple key results areas, e g community awareness branding, environmental impact, and how these will be measured Ask questions to gather feedback and discuss appropriate actions that need to be taken Following stakeholder consultation, perform additional research and analysis as needed to formulate new performance objectives and measures Document this in section 4 of your Business plan Complete section 4 of your Business Plan to determine the business direction bothbroadly and in context with the new idea This should include the following Details of the business vision, mission, values, objectives, and goals Develop suitable business performance objectives and measures in each of the key result areas discussed with the stakeholders You will submit your fully completed Business Plan at the end of Stage 9 Once you have read and understood these instructions, please write I understand in the field below and submit this assessment Stage 4 Marketing plan (No Submission Required) Learner Instruction For this Stage, you are required to use the information gathered in Stages 1 2 to document a marketing strategy for the business plan Complete section 7 of the plan, including Marketing objectives, performance measures and standards Possible marketing opportunities including channels or options like websites, social media or similar Branding strategy, including development of any new logos, taglines, or key messaging Any specific campaigns, their timing and the resources required You will submit your fully completed Business Plan at the end of Stage 9 Once you have read and understood these instructions, please write I understand in the field below and submit this assessment Stage 5 Operational plan (No Submission Required) Learner Instruction For this Stage, you are required to undertake research and analysis on the goals, objectives, performance measures and marketing aspects of the plan to identify the production and purchasing requirements Create links, using discussion and breakdowns of the overall operational plan, between the broader business objectives, production, and planning Complete section 8 of the plan, including details of the following Policies, procedures, and processes Strategies for effective management Financial requirements Human resource requirements Physical resource requirements You will submit your fully completed Business Plan at the end of Stage 9 Once you have read and understood these instructions, please write I understand in the field below and submit this assessment Stage 6 Management plan (No Submission Required) Learner Instruction For this Stage, you are required to undertake further research to document a management plan Complete section 9 of the business plan, including details of the following The current or required management structure of the business including any key responsibilities and accountabilities across the hierarchy The typical issues you may encounter, including those related to the industry the business, its structure, and its objectives, e g system failures product and or services failures other issues resulting in variances to the business plan The process that you will use to report and, where applicable resolve these issues You will submit your fully completed Business Plan at the end of Stage 9 Once you have read and understood these instructions, please write I understand in the field below and submit this assessment Stage 7 Financial plan (No Submission Required) Learner Instruction For this Stage, you are required to research and analyse the financial resources you need to achieve the goals and objectives of the business plan Complete section 10 of the plan to document the financial plan, including budgeting information and the financial approach you will use Your plan should show the following An analysis of the financial resources required to achieve each goal, objective, activity, and task and in the production of all products services The links between finance and the other areas of their business plan including the marketing plan The expected or target income and expenditure figures (financial indicators) The key strategies for financial management to be adopted by the business You will submit your fully completed Business Plan at the end of Stage 9 Once you have read and understood these instructions, please write I understand in the field below and submit this assessment Stage 8 Implementation plan (No Submission Required) Learner Instruction For this Stage, you are required to use all of the information gathered from the previous stages to develop a clear implementation plan Complete section 11 of your business plan, including the following information All established goals broken down into objectives then activities, tasks, other plans, and key decisions from the business plan criteria The communication activities to inform stakeholders of the requirements and timelines Any additional activities related to creating tools, templates, instructions, policies, procedures, and other tasks required to action each other section of the plan The accountabilities and responsibilities of key stakeholders involved in the implementation and embedding of the business idea activity, with expected outcomes The key resources required, including human and physical Key milestones and timelines Monitoring methods and measures of performance for each identified implementation activity or task You will submit your fully completed Business Plan at the end of Stage 9 Once you have read and understood these instructions, please write I understand in the field below and submit this assessment Stage 9 Finalisation (File uploads required Finalised Business Plan submission together with all appendices) Learner Instruction For this Stage, you are required to finalise the business plan by reiterating the purpose of the idea activity and referencing attaching all relevant evidence gathered from research and analysis activities Complete Sections 12, 13 14 of your business plan, including the following Recommendations a summary of the proposed idea activity and the benefits it will bring to the business References a list of all sources used to inform your business plan Appendices any additional documentation or attachments gathered that support the decision making processes established in the plan, including details of consultation with relevant stakeholders Upload your completed Business Plan and all other relevant documents to submit this assessment Project 2 Instructions Business plan implementation General learner instructions This task follows on from Project 1 Business plan development In this task, you are required to implement your business plan by communicating the requirements to stakeholders, planning for labour, undertaking performance management using appropriate systems, and reporting on the outcomes To complete this assessment, you must use your finalised business plan and refer to any necessary documentation developed alongside the plan You will again need to work with relevant stakeholders to show that you can lead the initiative effectively to achieve the stated objectives and communicate key details and outcomes You will need to evaluate the outcomes of implementation in Project 3 Required Computer with appropriate software installed Access to the internet Learner instructions for the assessment Project 2 Scenario You are a senior manager for your organisation, an organisation called The Righteous Bean Your business plan is implemented Overall, operations have been smooth, however, a couple of key areas of the business have reported minor failures and variances to the plan which has had an impact on achieving certain milestones Labour Plan template The Righteous Bean Labour Plan Labour Plan Required skills knowledge (add more lines if required) Activities Tasks When Timeframe Labour provisions (tick as appropriate) Labour strategy (What strategy ies have been used to organise the skilled labour Include details of ongoing provisions, e g regular training) Status Date organised Internal (e g staff) Internal reallocation Training coaching Other External (e g hire agency consultant) Part time (fixed term) Contractor (ongoing) Other e g procurement, training sessions, other current staff have required skills and knowledge qualification certification X etc Skilled labour in place Yes No In process Date organised Internal (e g staff) Internal reallocation Training coaching Other External (e g hire agency consultant) Part time (fixed term) Contractor (ongoing) Other Skilled labour in place Yes No In process Date organised Internal (e g staff) Internal reallocation Training coaching Other External (e g hire agency consultant) Part time (fixed term) Contractor (ongoing) Other Skilled labour in place Yes No In process Date organised Internal (e g staff) Internal reallocation Training coaching Other External (e g hire agency consultant) Part time (fixed term) Contractor (ongoing) Other Skilled labour in place Yes No In process Date organised Issues Register template The Righteous Bean Issues Register Date and time of Issue Stakeholder s involved Area of business plan Nature of the issue, e g system product service failure, delay, variance etc Cause of the issue Reported by (stakeholder) Submit Email s to key stakeholder groups Labour plan 2 x KRA Reports (testing and monitoring) Issues Register Assessment criteria Students must complete all the activities listed and will be assessed against the assessment criteria included in the checklist included with this task Re submission opportunities If a student submits work that is not satisfactory, the assessor will provide written feedback explaining why, as well as timelines for resubmission Stage 1 Communicate the plan (Multiple file Uploads required Email s to key stakeholder groups submission) Learner Instructions For this Stage, you are required to draft an email to all key stakeholders identified in the business plan Attach the relevant aspects of the plan applicable to each party In your email, summarise the purpose of the plan and highlight any specific performance requirements and timeframes that apply Offer each person the opportunity to provide comments and question any part of the plan they are unsure about or do not understand Please upload your email s t key stakeholders and submit this Stage Stage 2 Labour plan (File upload required Labour Plan submission) Learner Instructions For this Stage, you are required to confirm all skilled labour is in place so that the plan can be implemented To do this, outline the strategy you are using to ensure there are sufficient human resources organised to complete key activities tasks within the established timeframes Confirm whether or not all required labour is in place and the date this was organised Hint Refer to your implementation plan (established in section 11 of the business plan) to look at the key stakeholders responsible for implementing and embedding the various business activities tasks Use this information to populate and complete the Labour Plan template provided Upload your completed Labour Plan and submit this Stage Your business plan is implemented Overall, operations have been smooth, however, a couple of key areas of the business have reported minor failures and variances to the plan which has had an impact on achieving certain milestones Stage 3 Monitoring and testing (Multiple File upload required 2 x KRA Reports submission testing and monitoring) Learner Instructions Read the Project 2 Scenario and then complete the following tasks For this Stage, you are required to refer to your business plan and labour plan to monitor and test the performance measurement systems you have set up To do this you will need to gather data and compare current outcomes against the performance objectives you established in each of the key result areas of your business plan Refer to the performance indicators to determine if actual outcomes are in line with your expectations If you notice any errors or anomalies, you will need to correct these, as required Prepare at least two (2) short form reports, each related to a specific key result area detailing the following Established personal business performance objectives indicators Data collected (qualitative and or quantitative) Analysis, including a determination as to whether the plan is on track, or if not, what refinements need to be made Outcomes, including key results from testing and corrective action you have undertaken to address measurement system errors or anomalies For at least one (1) of your reports, you must include financial data provide a visual of budget (planned) vs actual in the analysis section of our report Remember, key result areas could include any of the following Community awareness or branding Environmental impact Governance Quality Sales The workforce Profit and loss Upload your 2x KRA Reports (testing and monitoring) and submit this Stage Stage 4 Issues register (File upload required Issues Register submission) Learner Instructions For this Stage, you are required to complete the Issues Register document provided to report and maintain a record of all failures and variances to the business plan to date as they occur Provide examples of system failures, product and service failures, and any other variances to the business plan Upload your completed Issue Register and submit this Stage Project 3 Instructions Business plan response General learner instructions This task follows on from Projects 1 2 Business plan development Business plan implementation In this task, you are required to continue to implement and embed your business plan within your business context and track progress against the plans as you do You will use this information to undertake different types of monitoring activities improve the performance of the human resources and stakeholders involved in the activity identify ways to improving, and undertaking the improvement of the plans, schedules, communications, and other aspects of the business plan analyse your own performance in business planning and implementation to identify ways to improve performance in the future You will need to collect, analyse, and interpret a range of information and make reasonable assumptions, where necessary, to complete these stages Where assumptions are necessary, you should indicate this in your findings Read the Project 3 Scenario information before completing all stages of this assessment Required Computer with appropriate software installed Access to the internet Learner instructions for the assessment Project 3 Scenario You are a senior manager for your organisation, an organisation called The Righteous Bean After implementing your business plan, you continue to monitor the activities and test the performance measurement systems you set up to track progress After discovering a handful of issues, you are keen to analyse these areas and overall performance in more detail to see whether the performance indicators are working and what, if any, adjustments need to be made Despite developing a comprehensive labour plan, you are informed that some members of the team have not been performing to the required standard, and you need to address this urgently Strategic, business, and operational plans Interaction with others Submit Performance analysis report Training portfolio (multiple) Business Plan Review Assessment criteria Students must complete all the activities listed and will be assessed against the assessment criteria included in the checklist included with this task Re submission opportunities If a student submits work that is not satisfactory, the assessor will provide written feedback explaining why, as well as timelines for resubmission Stage 1 Performance analysis (File Upload Required Performance analysis report submission) Learner Instructions For this Stage, you are required to source and or generate and analyse a range of performance reports related to the various key results areas (KRAs) of the business plan (section 4) Note, these could be progress or management reports prepared by you or other key stakeholders during the implementation phase Reports may also include data extracts, financial statements, reports from software or systems used to implement the plan, or written summaries provided by staff Use the reports to perform an in depth analysis of the outcomes (to date) and how they compare against the planned objectives In your analysis, present your findings visually (e g graphs, tables) where appropriate so that you are able to draw clear conclusions from the data You will need to provide comment on each of the KRAs established in the plan, which covers the following information Established business performance objectives Analysis, including a summary or snapshot of the data a determination as to whether the performance indicators have been met, or if not, what refinements or adjustments need to be made Outcomes, including reasons for variation or underperformance (or over performance if applicable) how these have been addressed, i e the actions you have taken to refine or modify the performance indicators, milestones etc any other key conclusions or learnings ongoing review processes you have established Note Any relevant performance data already collected during implementation (Project 2) can be referenced here Upload your completed performance analysis report and submit this Stage Stage 2 Training needs (Multiple file uploads required Training portfolio submission) Learner Instructions For this Stage, you are required to use your analysis results in Stage 1 (as well as any other applicable information recorded in the Issues Register and Labour Plan Project 2) to show how you identified and responded to underperforming staff members You will need to show the following What the performance issue was How the issue was identified The coaching strategies you used to upskill the staff member s, including agreed actions to be taken, the nature of the coaching activities, and follow up activities to ensure the coaching was and continues to remain effective Evidence could include a combination of the following Records of performance against established labour plan Information recorded in issues register Email correspondence with staff to support activity task completion, e g advice and or assistance on specific topics response to questions asked Organising training or mentorship with others Support resources, e g guidelines or links to resolutions Providing encouragement or motivation as noted in meeting minutes, email, or other correspondence Directing towards other forms of support, such as team member, external agencies etc Video evidence of training coaching session Upload your training portfolio evidence and submit this Stage Stage 3 Business plan review (File upload required Business plan review submission) Learner Instructions Refer to all of the data and records you have collected during the implementation of the business plan (i e Project 2 and Project 3 Stages 1 2) Perform any additional research as required to provide an overall analysis of the strengths and weaknesses of the business plan in the form of a report You will need to look in detail at what has worked well and what potential improvements can be made Be sure to refer to any refinements or modifications already made, as well as any key milestones reached Discuss the lessons learned, including the things you would do differently, particularly in regard to the approach to the research and development of the business plan the presentation and communication of information the identification and breakdown of goals and objectives the identification and implementation of various strategies the specification and pricing of products and services the recruitment, engagement, and training of labour Upload your business plan review report and submit this Stage

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BSBOPS601 Advanced Diploma Of Hospitality (project 1,2,3) Project 1 Scenario You are a senior manager for your organisation, an organisation called The Righteous Bean. Part

BSBOPS601 Advanced Diploma Of Hospitality (project 1,2,3)

Project 1 Scenario

You are a senior manager for your organisation, an organisation called The Righteous Bean. Part of your responsibilities involves ensuring all business units are working smoothly together and harmoniously to achieve both the short- and long-term strategic goals. You take part in regular meetings with other senior management and board members to discuss performance and work priorities. As part of a recent initiative, you have been tasked with developing a business plan/proposal centred around a new idea or activity that aims to fast track progress in achieving the current strategic priorities/goals.

Project 1 - Instructions

Business plan development

General learner instructions

In this task, you are required to undertake a project in which you will develop a business plan for a specified business idea or activity.

The business idea or activity could be something you have worked on in other classes, or be a new activity, department or similar within an existing business. Alternatively, your idea or activity can be based on the case study organisation The Righteous Bean.

Note, if using the case study organisation, your assessor will provide you with the relevant information you need, including The Righteous Bean Strategic and Operational Plan.

Your idea or activity must be:

able to be implemented, monitored, and reviewed by the end of this study unit (only one aspect of the plan needs to be implemented, monitored, and reviewed - this will be done later tasks)

viable in regard to the cost, timelines, and other resources for that one aspect being implemented.

The business plan will outline the feasibility of the idea along with all strategies needed to successfully lead the implementation of the business operation.

Your business plan must be professionally presented using different information presentation methods and breakdowns of information to communicate with stakeholders effectively.

To complete your plan, you can use and/or adapt the Business Plan template provided or alternatively source your own. However, you must address all of the criteria in the business plan template provided.

You will need to work with the business or a peer playing the role of someone connected to the business in order to answer questions, generate information and ideas, and gain the insight needed to inform your decision-making processes. Evidence of consultation will be recorded as part of the Appendices section of your business plan.

The rest of the business plan needs to be researched and decisions made through analysis of quality information sources.

You will implement your plan in Project 2 and evaluate the outcomes (post-implementation) in Project 3.

Read the Project 1 Scenario information before completing all stages of this assessment.

Required

Computer with appropriate software installed, e.g. MS Word and Excel
Access to the internet for research
Learner instructions for the assessment
Project 1 Scenario - You are a senior manager for your organisation, an organisation called The Righteous Bean. Part of your responsibilities involves ensuring all business units are working smoothly together and harmoniously to achieve both the short- and long-term strategic goals. You take part in regular meetings with other senior management and board members to discuss performance and work priorities. As part of a recent initiative, you have been tasked with developing a business plan/proposal centred around a new idea or activity that aims to fast track progress in achieving the current strategic priorities/goals.
Business Plan template

Business Plan Template

(Insert name of organisation)

Use the following headings to set out your business plan. You will need to recreate the structure in your preferred word-processing software, integrating a range of information presentation options like graphs, charts, tables, lists, plans and similar.

Where appropriate, consider developing a range of other documents to attach as appendices.

1. Executive Summary

Document an executive summary that identifies the context for the business plan.

Include relevant information from pre-existing strategic, business and operation plans, including key stakeholders involved.
Outline processes used for developing and monitoring business plans and any specific actions required for the business context.

2. Introduction

Describe the business and business idea/activity and how it aligns to the overall business strategic approach. Include a summary of any key findings from research and analysis activities conducted that support the new idea.

Stakeholder Analysis

Identify the key stakeholders involved in the development of the business plan including:

Internal stakeholders like business partners and staff (if relevant)
External stakeholders or interested parties like financiers and customers (if relevant)
External consultants and specialists to be engaged throughout the business planning like technical advisors (if relevant)

3. Industry Overview

Document an industry overview.

Include evidence of research and analysis for the specific industry including explanations of:

Relevant legal, regulatory, and ethical frameworks that impact business planning
Permits, licences, registrations or other permission that may be required for the new business activity/ies
The current context of the industry including:
- Results from analysis about the strengths, weaknesses, opportunities and threats within the industry and within the business identified
- Results from analysis on likely impacts such as political, economic, social, technological, legal and environmental.

Remember to use your findings to identify each of the following and either include an additional objective table or add it to the table from the Business Direction section of the plan. Include:

Business goals related to compliance, ethics or service standards
Objectives broken down into activities and tasks related to the new goals
Performance measures, standards and indicators related to each objective, activity and task

4. Business Direction

Discuss the business direction - both broadly and in context with the new idea.

Analyse and research the following business information attaching any relevant evidence (e.g. communications, summary of research, results from analysis):

Business vision
Mission
Values
Objectives
Goals

Use any existing plans, available information, and results from consultation to inform your decision:

Develop suitable business performance objectives and measures. Include appropriate key result indicators, in each of the following areas (at a minimum):

Community awareness or branding
Environmental impact
Governance
Quality
Sales
The workforce
Profit and loss

Collate the objectives, measures and indicators into a table that indicates the breakdown of business goals to:

General objectives
Performance and other objectives and targets
Performance measures for each objective
Key performance indicators for each objective
Standards (where relevant) for each performance measure or indicator

5. Market Analysis

Undertake a market analysis then use this area of the report to discuss your findings.

Produce evidence of reviewing market requirements relevant to the business being planned (references, analysis, charts, graphs, summaries or similar) related to:

The market requirements for the business and its products and services
The features and benefits, costs, fees, fee schedules, strengths and weaknesses and other characteristics of each product and service included in the plan
A 'typical customer' profile that:
- identifies the typical needs for each customer profile
- identifies how each product or service will meet those needs.

6. Competitive Analysis

Undertake a competitive analysis then use this area of the report to discuss your findings.

Include evidence of identifying and analysing competitors in the market including those who:

have had similar ideas
are producing similar products or providing similar services
are competitors because of the industry only
have similar quality products and services but at different price points
are known for different qualities such as customer service, service provision, product quality or similar
service similar segments of the market, customer profiles or similar.

Remember to investigate and discuss:

their products and services
their marketing, promotions and sales
other aspects of their work which would require competition.

Draw conclusions about what each competitor is doing well and what they are missing in regard to market need.

Identify performance requirements for products related to your own ideas, and for the aligned products and services.

7. Marketing Plan

Document a detailed marketing strategy.

Include evidence of using the market, competitive analysis, and the client profile to determine the following:

Marketing objectives, performance measures and standards.
Possible marketing opportunities including channels or options like websites, social media or similar.
Branding strategy including development of any new logos, taglines or key messages.
Any specific campaigns, their timing and the resources required.

8. Operational Plan

Document an operational plan that includes sections for production and purchasing.

Include evidence (references, findings from analysis, charts, tables, graphs and similar) of undertaking analysis on the goals, objectives, performance measures and marketing aspects of the plan to identify the production and purchasing requirements including:

Policies, procedures and processes
Strategies for effective management
Financial requirements
Human resource requirements
Physical resource requirements

Remember to create links, using discussion and breakdowns of the overall operational plan, between the overall objectives, production and planning.

9. Management Plan

Document a management plan.

Include evidence of undertaking research (references, citations, copies of images, graphs, charts, tables, or similar) to:

identify and describe the current or required management structure of the business including any key responsibilities and accountabilities across the hierarchy
identify and analyse typical issues you may encounter, including those related to:
- the industry
- the business, its structure and its objectives, e.g. system failures
- product and/or services failures
- other issues resulting in variances to the business plan
identify the process that you will use to report and, where applicable resolve these issues OR include plans or other details of strategies for management to be adopted by the business.

10. Financial Plan

Document a financial plan. This could be in a budget format, using a table and detailed comments or it could be using a combination of text and tables to break down the plans.

Remember to include the following:

An analysis of the financial resources required to achieve each goal, objective, activity and task and in the production of all products/services.
The links between finance and the other areas of their business plan including the marketing plan.
The expected or target income and expenditure figures (financial indicators).

Remember to:

justify each resource in regard to other areas of the plan
explain the strategies for financial management to be adopted by the business
demonstrate in-depth analysis on the likely income streams to justify the viability of the business / business activity.

11. Implementation Plan(incl. monitoring and performance)

Document an implementation plan that includes the requirements for monitoring and performance.

Your plan should logically and sequentially identify each of the following:

All established goals broken down into objectives then activities, tasks, other plans and key decisions from the business plan criteria.
The communication activities related to informing stakeholders of the requirements and timelines.
Any additional activities related to creating tools, templates, instructions, policies, procedures and other tasks required to action each other section of the plan.
The accountabilities and responsibilities of key stakeholders involved in the implementation and embedding of the business activity, and the expected outcomes of each activity they undertake.
The resources required including human and physical.
Key milestones and timelines.
Monitoring methods and measures of performance for each identified implementation activity or task.

Remember to document any instructions required for undertaking each implementation activity.

12. Recommendations

Recommend that the plan be implemented according to the plans you have developed.

Explained the preferred course of action to be taken and why that course of action should be taken.

13. Reference List

Include all sources of information, including verbal and other people resources, in your reference list.

You may need to have an ordinary reference list of sources with source titles, authors and dates accessed in addition to a summary of conversations, copies of notes as appendices and similar.

Remember, your references and your included information will form a large part of your evidence of researching, interpreting and analysing.

14. Appendices

Use this section to include all your evidence of:

consulting with each key group of stakeholders, throughout the preparation of the business plan, including in developing the various performance objectives and measures
undertaking research and analysis.

Each appendix should have an appendix number and a descriptive title.

Access to individuals (stakeholders) to consult with (see stage 3).

Submit

Finalised Business Plan
Appendices, including at a minimum: details of consultation with relevant stakeholders, e.g. meeting agenda, email correspondence etc.

Assessment criteria

Students must complete all the activities listed and will be assessed against the assessment criteria included in the checklist included with this task.

Re-submission opportunities

If a student submits work that is not satisfactory, the assessor will provide written feedback explaining why, as well as timelines for resubmission.

Stage 1 - Setting the context for the business plan

(No Submission Required)

Learner Instruction

For this Stage, you are required to conduct research and analysis into your chosen organisation to determine a suitable business idea/activity that will form the basis of your business plan.

Complete sections 1, 2 & 3 of your Business Plan to establish the context for your idea/activity, including:

Executive summary:

Include relevant information from pre-existing strategic, business, and operational plans.
Outline processes used for developing and monitoring these plans as well as your business plan proposal.

Introduction:

A description of your business and business idea/activity and how it aligns to the current strategic approach.
A summary of any key findings from research and analysis activities conducted that support the new idea.

Stakeholder analysis:

Identify all key stakeholders (both internal and external) involved in the development of the business plan.

Industry Overview:

Relevant legal, regulatory, and ethical frameworks that impact business planning.
Permits, licences, registrations or other permission that may be required for the new business activity/ies.
The current context of the industry, including results of SWOT and PESTLE Analysis.

You will submit your fully Business Plan at the end of Stage 9.

Once you have read and understood these instructions, please write "I understand" in the field below and submit this assessment.

Stage 2 - Market / Competitor Analysis

(No Submission Required)

Learner Instruction

For this Stage, you are required to conduct and undertake market research and competitor analysis for your business.

Complete sections 5 & 6 of your Business Plan to determine the market and competitor characteristics, including:

Market research and analysis:

The market requirements for the business and its products and services.
The features and benefits, costs, fees, fee schedules, strengths and weaknesses and other characteristics of each product and service included in the plan.
A 'typical customer' profile, e.g. identified needs and approaches to meet those needs.

Competitive analysis:

Investigate and discuss competitor/s with similar products and services, as well as marketing, promotions, and sales tactics.
Draw conclusions about competitor strengths and weaknesses.
Identify appropriate performance requirements for products/services related to the idea/activity.

You will submit your fully completed Business Plan at the end of Stage 9.

Once you have read and understood these instructions, please write "I understand" in the field below and submit this assessment.

Stage 3 - Stakeholder meeting(s)

(No Submission Required)

Learner Instruction

For this Stage, you are required to consult with key stakeholders to discuss the idea/activity and brainstorm suitable performance objectives and measures that need to be introduced.

During the meeting, you will need to present your idea clearly to the group and include details of how it aligns to the overall business strategy, e.g. vision, mission, values, goals, and objectives.

Provide any key information you have gathered to date to support your idea (i.e. results from research and analysis in Stages 1 and 2) to ensure all stakeholders have a good understanding.

Exchange information by discussing suitable productivity and performance targets across multiple key results areas, e.g. community awareness/branding, environmental impact, and how these will be measured.

Ask questions to gather feedback and discuss appropriate actions that need to be taken.

Following stakeholder consultation, perform additional research and analysis as needed to formulate new performance objectives and measures. Document this in section 4 of your Business plan.

Complete section 4 of your Business Plan to determine the business direction - bothbroadly and in context with the new idea. This should include the following:

Details of the business vision, mission, values, objectives, and goals.
Develop suitable business performance objectives and measures in each of the key result areas discussed with the stakeholders.

You will submit your fully completed Business Plan at the end of Stage 9.

Once you have read and understood these instructions, please write "I understand" in the field below and submit this assessment.

Stage 4 - Marketing plan

(No Submission Required)

Learner Instruction

For this Stage, you are required to use the information gathered in Stages 1 & 2 to document a marketing strategy for the business plan.

Complete section 7 of the plan, including:

Marketing objectives, performance measures and standards.
Possible marketing opportunities including channels or options like websites, social media or similar.
Branding strategy, including development of any new logos, taglines, or key messaging.
Any specific campaigns, their timing and the resources required.

You will submit your fully completed Business Plan at the end of Stage 9.

Once you have read and understood these instructions, please write "I understand" in the field below and submit this assessment.

Stage 5 - Operational plan

(No Submission Required)

Learner Instruction

For this Stage, you are required to undertake research and analysis on the goals, objectives, performance measures and marketing aspects of the plan to identify the production and purchasing requirements. Create links, using discussion and breakdowns of the overall operational plan, between the broader business objectives, production, and planning.

Complete section 8 of the plan, including details of the following:

Policies, procedures, and processes.
Strategies for effective management.
Financial requirements.
Human resource requirements.
Physical resource requirements.

You will submit your fully completed Business Plan at the end of Stage 9.

Once you have read and understood these instructions, please write "I understand" in the field below and submit this assessment.

Stage 6 - Management plan

(No Submission Required)

Learner Instruction

For this Stage, you are required to undertake further research to document a management plan.

Complete section 9 of the business plan, including details of the following:

The current or required management structure of the business including any key responsibilities and accountabilities across the hierarchy.
The typical issues you may encounter, including those related to:

the industry
the business, its structure, and its objectives, e.g. system failures
product and/or services failures
other issues resulting in variances to the business plan.

The process that you will use to report and, where applicable resolve these issues.

You will submit your fully completed Business Plan at the end of Stage 9.

Once you have read and understood these instructions, please write "I understand" in the field below and submit this assessment.

Stage 7 - Financial plan

(No Submission Required)

Learner Instruction

For this Stage, you are required to research and analyse the financial resources you need to achieve the goals and objectives of the business plan.

Complete section 10 of the plan to document the financial plan, including budgeting information and the financial approach you will use. Your plan should show the following:

An analysis of the financial resources required to achieve each goal, objective, activity, and task and in the production of all products/services.
The links between finance and the other areas of their business plan including the marketing plan.
The expected or target income and expenditure figures (financial indicators).
The key strategies for financial management to be adopted by the business.

You will submit your fully completed Business Plan at the end of Stage 9.

Once you have read and understood these instructions, please write "I understand" in the field below and submit this assessment.

Stage 8 - Implementation plan

(No Submission Required)

Learner Instruction

For this Stage, you are required to use all of the information gathered from the previous stages to develop a clear implementation plan.

Complete section 11 of your business plan, including the following information:

All established goals broken down into objectives then activities, tasks, other plans, and key decisions from the business plan criteria.
The communication activities to inform stakeholders of the requirements and timelines.
Any additional activities related to creating tools, templates, instructions, policies, procedures, and other tasks required to action each other section of the plan.
The accountabilities and responsibilities of key stakeholders involved in the implementation and embedding of the business idea/activity, with expected outcomes.
The key resources required, including human and physical.
Key milestones and timelines.
Monitoring methods and measures of performance for each identified implementation activity or task.

You will submit your fully completed Business Plan at the end of Stage 9.

Once you have read and understood these instructions, please write "I understand" in the field below and submit this assessment.

Stage 9 - Finalisation

(File uploads required - Finalised Business Plan submission together with all appendices)

Learner Instruction

For this Stage, you are required to finalise the business plan by reiterating the purpose of the idea/activity and referencing/attaching all relevant evidence gathered from research and analysis activities.

Complete Sections 12, 13 & 14 of your business plan, including the following:

Recommendations - a summary of the proposed idea/activity and the benefits it will bring to the business.
References - a list of all sources used to inform your business plan.
Appendices - any additional documentation or attachments gathered that support the decision-making processes established in the plan, including details of consultation with relevant stakeholders.

Upload your completed Business Plan and all other relevant documents to submit this assessment.

Project 2 - Instructions

Business plan implementation

General learner instructions

This task follows on from Project 1 - Business plan development.

In this task, you are required to implement your business plan by communicating the requirements to stakeholders, planning for labour, undertaking performance management using appropriate systems, and reporting on the outcomes.To complete this assessment, you must use your finalised business plan and refer to any necessary documentation developed alongside the plan.

You will again need to work with relevant stakeholders to show that you can lead the initiative effectively to achieve the stated objectives and communicate key details and outcomes.

You will need to evaluate the outcomes of implementation in Project 3.

Required

Computer with appropriate software installed
Access to the internet
Learner instructions for the assessment
Project 2 Scenario

You are a senior manager for your organisation, an organisation called The Righteous Bean. Your business plan is implemented. Overall, operations have been smooth, however, a couple of key areas of the business have reported minor failures and variances to the plan which has had an impact on achieving certain milestones.

Labour Plan template

The Righteous Bean - Labour Plan

Labour Plan - Required skills & knowledge (add more lines if required)
Activities/Tasks	When / Timeframe	Labour provisions(tick as appropriate)	Labour strategy (What strategy/ies have been used to organise the skilled labour? Include details of ongoing provisions, e.g. regular training)	Status / Date organised
		Internal(e.g. staff) Internal reallocation Training / coaching Other External(e.g. hire - agency/consultant) Part-time (fixed term) Contractor (ongoing) Other	e.g.procurement, training sessions, other - current staff have required skills and knowledge/qualification/certification X etc.	Skilled labour in place? Yes No In process Date organised: _____________
		Internal(e.g. staff) Internal reallocation Training / coaching Other External(e.g. hire - agency/consultant) Part-time (fixed term) Contractor (ongoing) Other		Skilled labour in place? Yes No In process Date organised: _____________
		Internal(e.g. staff) Internal reallocation Training / coaching Other External(e.g. hire - agency/consultant) Part-time (fixed term) Contractor (ongoing) Other		Skilled labour in place? Yes No In process Date organised: _____________
		Internal(e.g. staff) Internal reallocation Training / coaching Other External(e.g. hire - agency/consultant) Part-time (fixed term) Contractor (ongoing) Other		Skilled labour in place? Yes No In process Date organised: _____________

Issues Register template

The Righteous Bean - Issues Register

Date and time of Issue	Stakeholder/s involved:	Area of business plan	Nature of the issue, e.g. system/product / service failure, delay, variance etc.	Cause of the issue	Reported by: (stakeholder)

Submit

Email/s to key stakeholder groups
Labour plan
2 x KRA Reports (testing and monitoring)
Issues Register

Assessment criteria

Students must complete all the activities listed and will be assessed against the assessment criteria included in the checklist included with this task.

Re-submission opportunities

If a student submits work that is not satisfactory, the assessor will provide written feedback explaining why, as well as timelines for resubmission.

Stage 1 - Communicate the plan

(Multiple file Uploads required - Email/s to key stakeholder groups submission)

Learner Instructions

For this Stage, you are required to draft an email to all key stakeholders identified in the business plan. Attach the relevant aspects of the plan applicable to each party.

In your email, summarise the purpose of the plan and highlight any specific performance requirements and timeframes that apply.

Offer each person the opportunity to provide comments and question any part of the plan they are unsure about or do not understand.

Please upload your email/s t key stakeholders and submit this Stage.

Stage 2 - Labour plan

(File upload required - Labour Plan submission)

Learner Instructions

For this Stage, you are required to confirm all skilled labour is in place so that the plan can be implemented.

To do this, outline the strategy you are using to ensure there are sufficient human resources organised to complete key activities/tasks within the established timeframes. Confirm whether or not all required labour is in place and the date this was organised.

Hint: Refer to your implementation plan (established in section 11 of the business plan) to look at the key stakeholders responsible for implementing and embedding the various business activities/tasks. Use this information to populate and complete the Labour Plan templateprovided.

Upload your completed Labour Plan and submit this Stage.

Your business plan is implemented. Overall, operations have been smooth, however, a couple of key areas of the business have reported minor failures and variances to the plan which has had an impact on achieving certain milestones.

Stage 3 - Monitoring and testing

(Multiple File upload required - 2 x KRA Reports submission - testing and monitoring)

Learner Instructions

Read the Project 2 Scenario and then complete the following tasks.

For this Stage, you are required to refer to your business plan and labour plan to monitor and test the performance measurement systems you have set up.

To do this you will need to gather data and compare current outcomes against the performance objectives you established in each of the key result areas of your business plan. Refer to the performance indicators to determine if actual outcomes are in line with your expectations. If you notice any errors or anomalies, you will need to correct these, as required.

Prepare at least two (2) short form reports, each related to a specific key result area detailing the following:

Established personal / business performance objectives/indicators.
Data collected (qualitative and/or quantitative).
Analysis, including a determination as to whether the plan is on track, or if not, what refinements need to be made.
Outcomes, including key results from testing and corrective action you have undertaken to address measurement system errors or anomalies.

For at least one (1) of your reports, you must include financial data - provide a visual of budget (planned) vs actual in the analysis section of our report.

Remember, key result areas could include any of the following:

Community awareness or branding
Environmental impact
Governance
Quality
Sales
The workforce
Profit and loss

Upload your 2x KRA Reports (testing and monitoring) and submit this Stage.

Stage 4 - Issues register

(File upload required - Issues Register submission)

Learner Instructions

For this Stage, you are required to complete the Issues Register document provided to report and maintain a record of all failures and variances to the business plan to date as they occur. Provide examples of system failures, product and service failures, and any other variances to the business plan.

Upload your completed Issue Register and submit this Stage.

Project 3 - Instructions

Business plan response

General learner instructions

This task follows on from Projects 1 & 2 - Business plan development & Business plan implementation.

In this task, you are required to continue to implement and embed your business plan within your business context and track progress against the plans as you do. You will use this information to:

undertake different types of monitoring activities
improve the performance of the human resources and stakeholders involved in the activity
identify ways to improving, and undertaking the improvement of the plans, schedules, communications, and other aspects of the business plan
analyse your own performance in business planning and implementation to identify ways to improve performance in the future.

You will need to collect, analyse, and interpret a range of information and make reasonable assumptions, where necessary, to complete these stages. Where assumptions are necessary, you should indicate this in your findings.

Read the Project 3 Scenario information before completing all stages of this assessment.

Required

Computer with appropriate software installed
Access to the internet
Learner instructions for the assessment
Project 3 Scenario

You are a senior manager for your organisation, an organisation called The Righteous Bean. After implementing your business plan, you continue to monitor the activities and test the performance measurement systems you set up to track progress. After discovering a handful of issues, you are keen to analyse these areas and overall performance in more detail to see whether the performance indicators are working and what, if any, adjustments need to be made. Despite developing a comprehensive labour plan, you are informed that some members of the team have not been performing to the required standard, and you need to address this urgently.

Strategic, business, and operational plans
Interaction with others.

Submit

Performance analysis report
Training portfolio (multiple)
Business Plan Review.

Assessment criteria

Students must complete all the activities listed and will be assessed against the assessment criteria included in the checklist included with this task.

Re-submission opportunities

If a student submits work that is not satisfactory, the assessor will provide written feedback explaining why, as well as timelines for resubmission.

Stage 1 - Performance analysis

(File Upload Required - Performance analysis report submission)

Learner Instructions

For this Stage, you are required to source and/or generate and analyse a range of performance reports related to the various key results areas (KRAs) of the business plan (section 4). Note, these could be progress or management reports prepared by you or other key stakeholders during the implementation phase. Reports may also include data extracts, financial statements, reports from software or systems used to implement the plan, or written summaries provided by staff.

Use the reports to perform an in-depth analysis of the outcomes (to date) and how they compare against the planned objectives.

In your analysis, present your findings visually (e.g. graphs, tables) where appropriate so that you are able to draw clear conclusions from the data.

You will need to provide comment on each of the KRAs established in the plan, which covers the following information.

Established business performance objectives.
Analysis, including:
- a summary or snapshot of the data
- a determination as to whether the performance indicators have been met, or if not,
- what refinements or adjustments need to be made.
Outcomes, including:
- reasons for variation or underperformance (or over performance if applicable)
- how these have been addressed, i.e. the actions you have taken to refine or modify the performance indicators, milestones etc.
- any other key conclusions or learnings
- ongoing review processes you have established.

Note: Any relevant performance data already collected during implementation (Project 2) can be referenced here.

Upload your completed performance analysis report and submit this Stage.

Stage 2 - Training needs

(Multiple file uploads required - Training portfolio submission)

Learner Instructions

For this Stage, you are required to use your analysis results in Stage 1 (as well as any other applicable information recorded in the Issues Register and Labour Plan - Project 2) to show how you identified and responded to underperforming staff members.

You will need to show the following:

What the performance issue was.
How the issue was identified.
The coaching strategies you used to upskill the staff member/s, including agreed actions to be taken, the nature of the coaching activities, and follow-up activities to ensure the coaching was and continues to remain effective.

Evidence could include a combination of the following:

Records of performance against established labour plan.
Information recorded in issues register.
Email correspondence with staff to support activity/task completion, e.g. advice and/or assistance on specific topics/response to questions asked.
Organising training or mentorship with others.
Support resources, e.g. guidelines or links to resolutions.
Providing encouragement or motivation as noted in meeting minutes, email, or other correspondence.
Directing towards other forms of support, such as team member, external agencies etc.
Video evidence of training/coaching session.

Upload your training portfolio evidence and submit this Stage.

Stage 3 - Business plan review

(File upload required - Business plan review submission)

Learner Instructions

Refer to all of the data and records you have collected during the implementation of the business plan (i.e. Project 2 and Project 3: Stages 1 & 2).

Perform any additional research as required to provide an overall analysis of the strengths and weaknesses of the business plan in the form of a report.

You will need to look in detail at what has worked well and what potential improvements can be made. Be sure to refer to any refinements or modifications already made, as well as any key milestones reached.

Discuss the lessons learned, including the things you would do differently, particularly in regard to: