SECTION 1:

1. Access the following to assist you in completing this task:

• Your organisation's monitoring sheet template

You can use theMonitoring Sheettemplate provided if there is none available at your organisation.

• At least one organisational policy and procedures related to the following:
  • Documenting performance
  • Monitoring performance

Examples of organisational policies and procedures that may be used include:

1. Employee handbook
2. Administrative policies and procedures

• At least one source for organisational practices related to the following:
  • Documenting performance
  • Monitoring performance

Organisational practices refer to actions taken within the organisation that are not explicitly indicated in policy and procedures documents.

• Observation FormThis outlines the skills you must demonstrate throughout your monitoring. Provide your assessor with a copy of theObservation Formbefore conducting this task.

2. Arrange a time for your assessor to observe you in monitoring theOperational Plan. Provide your assessor with a copy ofStrategies Checklistfrom Task 2 Section 3.

If direct observation is not possible, ensure to provide your assessor with supplementary evidence showing your implementation.

3. Complete theMonitoring Sheetby implementing Part VII. Monitoring Plan. This includes doing the following:

a. Implement the strategies for the following as identified in yourStrategies Checklist:

• Documenting operational performance
• Monitoring operational performance

b. Monitor the performance of each of the following:

• Productivity Plan
• Profit Plan

Ensure to follow the monitoring process for the KPIs for each of the above requirements from Part VII. Monitoring Plan. This includes the procedures outlined for each process.

Ensure your monitoring adheres to the following information outlined in Part VII. Monitoring Plan:

• Document to access for monitoring
• Schedule for monitoring

Record information from your monitoring in theMonitoring Sheet.

c. Assess the progress of theOperational Planby comparing the results of your monitoring to the Performance Target of its respective KPI.

d. Assess whether the current progress of theOperational Planwill allow it to meet the set KPIs for each of the following:

• Productivity Plan
• Profit Plan

Gather documented evidence showing you have implemented Part VII. Monitoring Plan. Your documented evidence must include the following:

• At least one copy of each document accessed for monitoring
• At least one evidence of you implementing the strategy for monitoring performance
• Copy of email correspondence requesting access to the document for monitoring with timestamps
• Copy of approval to access the document for monitoring

Update yourOperational Planby recording the following for each Performance Target in Part II. Performance Plans:

a. Actual date when you assessed progress for the Performance Target

b. Actual outcome of your assessment

Update Part X. Version Control of yourOperational Planby doing the following:

a. Provide a summary of your modifications

b. Record the updatedOperational Planas Version 1.4. Ensure to include the date you completed your modifications

c. Have your Supervisor sign off the entry to confirm your changes. Their signature must be handwritten.

4. Submit the following to your assessor:

• UpdatedOperational Plan
• CompletedMonitoring Sheet
• Evidence of your implementation of Part VII. Monitoring Plan. This includes:
  • At least one copy of each document accessed for monitoring
  • At least one evidence of you implementing the strategy for monitoring performance

SECTION 1: MONITORING SHEET

PRODUCTIVITY PLAN
DATE OF MONITORING	DOCUMENT	OUTCOMES	ASSESSMENT AGAINST TARGET	ASSESSMENT AGAINST PLAN
PROFIT PLAN
DATE OF MONITORING	DOCUMENT	OUTCOMES	ASSESSMENT AGAINST TARGET	ASSESSMENT AGAINST PLAN