BSBOPS601 Develop and Implement Business Plans Assignment Help

STUDENT ASSESSMENT BOOKLETBSBOPS601 Develop and Implement Business PlansBSB60420 Advanced Diploma of Leadership and Management

OVERALL UNIT – RECORD OF ASSESSMENT OUTCOMES

This section records the outcome of each task/assessment requirement so that the final assessment outcome can be determined for BSBOPS601 Develop and Implement Business Plans.

Student must achieve a satisfactory outcome in each of the four (4) assessment tasks to be deemed competent in the unit. There is space to record up to three attempts at each assessment task.

A not satisfactory result for any discreet assessment task (after the student has had three (3) attempts), will result in the student being deemed not yet competent.

Assessment Tasks	Unit Outcome
	Satisfactory (S) Not satisfactory (NS)Please note (N/A) where further attempts are not required		Date		Assessor initials
Assessment Task 1: Written Questions	Attempt 1
	Attempt 2
	Attempt 3
Assessment Task 2: Case Study & Roleplay: Develop a business plan	Attempt 1
	Attempt 2
	Attempt 3
Assessment Task 3: Project: Business performance monitoring	Attempt 1
	Attempt 2
	Attempt 3
Assessment Task 4: Roleplay: Coaching Meeting	Attempt 1
	Attempt 2
	Attempt 3
Final Assessment Results		Result (C/NYC)
BSBOPS601 Develop and Implement Business Plans		Competent □ Not Yet Competent □
Student Name:
Student ID:
Qualification: BSB60420 Advanced Diploma of Leadership and Management
Does the student wish to appeal the result? □ YES □ NO
Assessor Name:
Assessor Signature:				Date: / /

Assessment Plan

The following outlines the requirements of your final assessment for this unit. You are required to satisfactorily complete all tasks to demonstrate competency for this unit.

Your Trainer / Assessor will provide you with the due dates for each assessment task. Write them in the table below and keep a note of the due dates for your reference.

Assessment Requirements	Due date
Written Questions
Case study & Roleplay: Develop a Business Plan
Project: Business Performance Monitoring
Roleplay: Coaching Meeting

	Agreement by the student

Read through the assessments in this booklet before you fill out and sign the agreement below. Make sure you signthis before you start each assessment task.
Have you read and understood what is required of you in terms of assessment?		◻ Yes
Do you agree that the assessment process is clear?		◻ Yes
Do you understand your rights to appeal then decisions made in an assessment? Do you have any special needs or considerations to be made for this assessment? ◻ No ◻ Yes If yes, what are they?		◻ Yes ◻ No

Student Name:

Student Signature: Date:

Assessor Name:

Assessor Signature: Date:

Assessor Note: If the student ticks ‘NO’ for any item except the reasonable adjustment, the assessor must not commence the assessment activity until the matter has been resolved and records of the resolution have been entered into the Student Management System (SMS).

If a student identifies any specific needs or considerations, assessors must provide a detailed record of how the situation was managed in the assessment outcome record for this assessment.

Version control
Version No.	Date		Dept.	Change
1.0	1/07/2021		Training	Original






Copyright Statement
© Copyright Clinton Institute
Disclaimer		All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, scanning, recording, or any information storage retrieval system without permission in writing from Clinton Institute. No patent liability is assumed with respect to the use of information used herein. While every effort has been taken in the preparation of this publication, the publisher and authors assume no responsibility for errors or omissions. Neither is any liability assumed for damages resulting from the use of information contained herein.

BSBOPS601 Student Assessment Book v1.0
© Clinton Institute 2021 Page 1

CONTENTS

OVERALL UNIT – RECORD OF ASSESSMENT OUTCOMES

CONTENTS

INTRODUCTION

ASSESSMENT TASK COVER SHEET – ASSESSMENT TASK 1

ASSESSMENT TASK 1: WRITTEN QUESTIONS

ASSESSMENT TASK COVER SHEET: ASSESSMENT TASK 2

ASSESSMENT TASK 2: CASE STUDY & ROLEPLAY – DEVELOP A BUSINESS PLAN

ASSESSMENT TASK COVER SHEET: ASSESSMENT TASK 3

ASSESSMENT TASK 3: PROJECT: BUSINESS PERFORMANCE MONITORING

ASSESSMENT TASK COVER SHEET: ASSESSMENT TASK 4

ASSESSMENT TASK 4: ROLEPLAY: COACHING MEETING

INTRODUCTION
Unit code	Title	Training Package
BSBMOPS601	Develop and Implement Business Plans	Business Services Training Package

For further information regarding assessment criteria, including:

application of unit
elements and performance criteria
assessment requirements
modification History
performance Evidence
knowledge Evidence
assessment conditions.

Understanding assessment terminology

Describe: Give a detailed account by recounting, characterising, outline and relating, in sequence, an event, situation, theory or point.

Discuss/Explain: Clarify or elaborate on the facts. Focus on reasons how and why things happen or a why a particular point is important in the relevant context.

List: Using dot points, list a series of points, steps or stages that relate to the question.

Outline: Leaving out minor details, give an account of thing or a process outlining the main points of a topic.

Review: Provide a summary while analysing and commenting on the evidence, argument or other relevant points.

Summarise: Identify and interpret the most relevant features of a theory, discuss issue or detail, leaving out the finer details.

Develop: Involves the creation of the materials/activities/procedures to achieve the outcome. This is about designing and creating.

Implement: After materials/activities/procedures are developed, test all materials/procedures to determine if they are functional and appropriate for the intended audience.

Evaluate: ensures that the materials/activities/procedures achieve their desired goals and involves a detailed review including any recommendations for change and reasons.

Plagiarism

While cooperative effort and the sharing of information are encouraged, you must ensure your assignments and assessments are representative of your own effort, knowledge and skills. You must not take the work of others and present it as your own. Plagiarism may result in the assignment/assessment being deemed to be “not yet competent” by the assessor.

Students accused more than once of academic misconduct, including plagiarism, may be dismissed or cancelled from their course at the discretion of the Clinton Institute Director of Studies.

Plagiarism can take several forms.

Quoting from a book or an article without acknowledging the source
Handing in someone else’s work as your own
Stealing and passing off another person’s words or ideas and claiming them as your own
Giving incorrect information about the source of a quotation or idea
Downloading information from the internet without acknowledging the source
Copying a section of a book or article and submitting it as one’s own work
Presenting something as a new and original idea or producing something which was derived from an existing source.

Referencing Materials

If you are unfamiliar with how to reference, we recommend that you review . Two types of citations are included:

In-text citations are used when directly quoting or paraphrasing a source. They are located in the body of the work and contain a fragment of the full citation. Depending on the source type, some Harvard Reference in-text citations may look something like this:
- “After that I lived like a young rajah in all the capitals of Europe…” (Fitzgerald, 2004).
Reference lists are located at the end of the work and display full citations for sources used in the assignment. Here is an example of a full citation for a book found in a Harvard Reference list:
- Fitzgerald, F. (2004). The great Gatsby. New York: Scribner.*
It is preferred that students utilise Harvard Style referencing. Generally, Harvard Reference List citations follow this format:
- Books: Last name, First Initial. (Year published). Title. City: Publisher, Page(s).
- Journals/publication: Last name, First initial. (Year published). Article title. Journal, Volume (Issue), Page(s).
- Websites: Website name, (Year published). Page title. [Online] Available at: URL [Accessed Day Mo. Year].

Understanding your results

The great thing with competency-based training is that you are either deemed ‘competent’ (you can demonstrate the required skills and knowledge) or ‘not yet competent’ (at this time, you haven’t been able to demonstrate required skills or knowledge). The key word is “YET”.

Your trainer will provide you with feedback on your assessments so that you know what you have done well in your assessment and what you need to improve upon or fix. An “NYC” result does not mean that you have failed and that is it. You have the opportunity to try again. It could be that one question in your assessment was deemed not yet satisfactory (NS) and this is the only question that will require review.

Assessment outcomes

Each assessment task will be given an outcome of either Satisfactory (S) or Not Yet Satisfactory (NYS). You must complete all tasks satisfactorily to achieve an overall outcome of Competent (C) for a unit. If one or more of tasks are assessed as not yet satisfactory, you will be given an overall outcome for the unit of Not Yet Competent (NYC).

You will be allowed up to two (2) reassessments attempts to complete each task and achieve a satisfactory outcome. You will be given a timeframe for resubmission and advised what you must include in the resubmission.

There is an Assessment Task # – Outcome Record incorporated within an Assessment Cover Sheet at the beginning of each discreet assessment activity. Assessors will complete the Outcome Record section for each assessment activity. The summary of the outcomes will be transferred to the Overall Unit – Record of Assessment Outcomes located on the reverse of the first page Cover sheet of this Student Assessment Booklet.

Assessors Note -the Overall Unit – Record of Assessment Outcomes will become the first page of the submitted work when completed (by reversing the first page Cover sheet of this Student Assessment Booklet).

Results legend

C	Competent	You have successfully completed unit and met the minimumcompetency criteria and demonstrated the required skills and knowledge.
NYC	Not Yet Competent	You have *not* met minimum competency criteria for the unit. Certain section/s require review due to not meeting the requirements and, therefore, your work is deemed not yet competent. Note: If you have had an initial assessment, a first reassessment and then a final reassessment, you will no longer have an opportunity to resubmit. You will receive a “NYC” and have to re-enrol in the unit.
S	Satisfactory	Individual assessment/question is satisfactory.
NYS	Not Satisfactory	Individual assessment/question is *not a* satisfactory result for a specific assessment activity.

Assessment attempts and resubmissions

You will have up to three (3) attempts to achieve a satisfactory outcome for each assessment. If after three (3) attempts you cannot achieve a satisfactory result for any assessment activity, the overall outcome with be Not Yet Competent (NYC) for the unit.

Resubmission

You will be given the opportunity to resubmit a Not Yet Satisfactory (NYS) assessment task up to two (2) times. Following the assessment outcome, you will be given appropriate feedback on previous attempt. This will enable you to have a total of three (3) attempts.

Timeframe

You will be provided with an appropriate timeframe by your trainer to resubmit your work. For example, you may be given 14 days to resubmit incorrect responses to written tasks or projects. Should you be required to complete a roleplay or presentation, your assessor will make an appointment time, which suits both of you.

Records

The Assessment Task Cover Sheet at the start of each assessment activity, includes a space to record the details of any reattempts and resubmissions. Assessors must ensure that this is comprehensively detailed so that anybody reviewing the assessment record can tell exactly what occurred, when it occurred, how it occurred, who was involved and where any further evidence is located. Assessors must also make reference to ensuring that any reattempt or resubmission has been assessed in accordance with the model responses and performance descriptors included in the Assessor’s Marking Guide.

Assessment task cover sheet

At the beginning of each individual assessment task, you will find an Assessment Task Cover Sheet. Please fill out your student details on each cover Sheet and make sure you sign the student declaration.

Your assessor will complete the Outcome Record section and give you feedback about how well you went in each task. This will be written on the Assessment Task Cover Sheet.

Assessment appeals

You have the right to appeal an assessment decision. To make an appeal about an assessment decision, you must follow the process outlined in the Student Handbook.

Note that the Overall Unit – Record of Assessment Outcomes contains a section which says “Does the student wish to appeal the result? □ YES □ NO”

Assessors must ensure that the appropriate box is ticked, after conferring with the student if necessary.

ASSESSMENT OVERVIEW

This Student Assessment Booklet includes all your tasks for assessment of BSBMGT617 Develop and Implement a Business Plan.

About your assessments

There are four (4) assessment tasks for this unit. You must satisfactorily complete all tasks to achieve competency for this unit.

Assessment Task	About this task
Assessment Task 1: Written Questions	You must correctly answer all seven (7) questions to show that you understand the knowledge required for this unit.
Assessment Task 1: Written Questions	Evidence Required All completed questions.
Assessment Task 2: Case study & Role Play: Develop a business plan	You must conduct research and develop a business plan. Once developed you must present your business plan in a meeting (roleplay)
	Evidence Required Activity 1: Review information, conduct research and answer all questions. Activity 2: Develop a Business Plan in required template Activity 3: Conduct a meeting and present your business plan in a roleplay.Activity 4: update Busines Plan if required.
Assessment Task 3: Project: Business performance monitoring	You must analyse performance data and write a Monitoring and Evaluation Report
	Evidence Required Monitoring and Evaluation Report in required template
Assessment Task 4: Roleplay: *Coaching meeting*	You must review system processes and procedures and provide coaching to staff, during a coaching meeting.
Assessment Task 4: Roleplay: *Coaching meeting*	Evidence Required Nothing, however, your assessor will complete an observation checklist.

How to submit your assessments

When you have completed each assessment task you will need to submit it to your assessor.

Instructions about submitting your work can be found at the beginning of each assessment task.

Make sure you photocopy your written activities before you submit them. Your assessor will put the documents you submit into your student file. These will not be returned to you.

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ASSESSMENT TASK COVER SHEET – ASSESSMENT TASK 1

Student: Please fill out this cover sheet clearly and accurately. Make sure you keep a copy of your work.

Student Name:
Student ID:
Date of submission:
Qualification:	BSB60420 Advanced Diploma of Leadership and Management
Unit	BSBOPS601 Develop and implement business plans

Student declaration

I <Insert your name>__________________________________________declare that this is my own work and:

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature:

Assessor to complete
Assessment requirements	Satisfactory/ Not satisfactory	Attempt(pls circle)
Written questions completed		1 2 3
Overall Outcome for Assessment Task 1:

ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements

(if more space is required, continue on reverse of this page)

Assessors: Please provide a copy of this cover sheet to the student with assessment results and feedback. The original copy must be supplied to the office and kept on the student’s file with the evidence.

Assessor Signature: ………………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name:

*Authenticity Check*
Student Name:
Student ID:
Unit of Competency:
*Assessor Use Only*
I confirm that I have checked this completed student assessment item and confirm (Assessor must tick one of the following):◻ I have checked the authenticity of this work and am unable to detect any form of plagiarism, collusion or cheating and believe the contents of the submission is the students own work.◻ I have checked the authenticity of this work and have identified potential instances of plagiarism, collusion or cheating. A detailed file note is attached to this completed assessment item, detailing the issues of concern, which will be submitted to the Director of Studies for further investigations and action. The student has been marked Not Yet Satisfactory in this assessment.
Assessor Signature:		Date checked:

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ASSESSMENT TASK 1: WRITTEN QUESTIONS

Task Summary

There are seven (7) questions to answer in this task. You must answer all questions.

You will have one (1) hour to complete this assessment which may be undertaken in more than one session.

Resources and Equipment Required to Complete This Task

Student Learner Guide for this Unit
Computer
Access to the Internet

Note: Clinton Institute provides students with access to a computer and internet

When and Where Do I Complete This Task?

This task is to be completed in the classroom. Your assessor will advise on the date(s) and time(s) of the assessment.

What Do I Need to Submit and Do?

What do you need to do?	What evidence is required?
Answer all seven (7) questions.	You will need to submit your answers to all seven (7) questions.

Decision Making Rules

Assessors will compare student responses/performance with the model responses and performance descriptors contained in the Assessors Marking Guide. Your responses do not have to be verbatim (unless otherwise specified), but must convey the same meaning as each component listed. Similarly, you do not have to perform exactly as described in the marking guide (unless otherwise specified), but you must address each performance component listed.

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment task.

What Happens If I Get Something Wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.

Instructions

This is an open book assessment – you can use your learning materials as reference.
You need to answer all questions correctly
You must answer the questions by writing in the space provided and/ or you may complete using softcopy tasks or templates electronically when provided.
If you need more space, you can use extra paper. Make sure you write on each extra piece of paper your name and the question number/s you are answering.

Assessor will tick either □ Satisfactory OR □ Not yet satisfactory for each question and sub-questions.

Assessment Task 1: Written Questions

Question 1

Identify five (5) common components/ sections of a business plan.

Common Components of a Business Plan	1)	It was your own introductory part in 5 minutes. A content page, corporate history, potential market, managerial synopses, competitive advantage, and economic summaries are also all potential features. Preparing the numerous components and then skimming the cream to generate the abridged version is usually the most accurate way. Reduce it to a page at the very most. □ Satisfactory OR □ Not yet satisfactory
Common Components of a Business Plan	2)	Discuss if you’re in industry whatever you’re providing in this paragraph. Explain your manufacturing operations, inventory levels, stock levels and execution practices, or other operational details if visitors make sales. If you provide, explain who they are or how they benefit clients. Further facts to be included in are alliances, administrative difficulties, copyrights you may have, expenditures, and the industry’s regulatory form. □ Satisfactory OR □ Not yet satisfactory
	3)	Add sales projections, timelines and objectives, marketing, media affairs, and how they compared to your competition within the market research and business model. Client testimonials are used instead of data processing if the company will not have a lot of that too. □ Satisfactory OR □ Not yet satisfactory
	4)	Descriptions of the firm’s executives are included, or an explanation of how these skills might help them achieve your goals. Risks should be assessed by shareholders, as well as a senior management with significant experience often can decrease risk perceptions. □ Satisfactory OR □ Not yet satisfactory
	5)	Here is where you use stats to back up everything you mentioned in the marketing and sales areas. In your profits and losses, financial statements, and cash flows, make prudent projections for another three months. All of those are suggestions, not prophecies. □ Satisfactory OR □ Not yet satisfactory
Outcome for Question 1: □ Satisfactory OR □ Not yet satisfactory

Question 2

Identify three (3) areas a business planning process may address.

1	Outlines the company, the products, and the intended audience. That should explain specifically what would be sold, toward whom it would be started to sell, or why the corporation will also have a comparative benefit. □ Satisfactory OR □ Not yet satisfactory
2	The essential business characteristics of business are underlined, namely revenues, earnings, working capital, and return on investment. □ Satisfactory OR □ Not yet satisfactory
3	The cash necessary to initiate nor build any firm is made clear. It should describe how money will be employed and just how much ownership, if any, will indeed be supplied to fund the cause. You may likewise mention the sources of assets if loan for startup investment is predicated on insecurity rather than stock. □ Satisfactory OR □ Not yet satisfactory
Outcome for Question 2: □ Satisfactory OR □ Not yet satisfactory

Question 3

What are the four (4) key steps in developing a business plan.

1)	The leadership biography is amongst the most essential aspects of a business strategy. Whenever it comes to specific businesses, overall health of the business is intimately related towards the management. The boss’s knowledge, knowledge, and expertise could help a firm prosper. Conversely, if the leadership group makes terrible decisions, simply lacks experience, or is unable to learn new abilities, this could collapse. □ Satisfactory OR □ Not yet satisfactory
2)	Begin with identifying the target group and giving demographic, geographical, psychological, and profiling info. It’s critical to also include numbers when possible that show the magnitude of the prospective market segment and if it can support the firm. Be sure to describe the problems or challenges they’re experiencing and also how your business can assist customers. □ Satisfactory OR □ Not yet satisfactory
3)	The leadership biography is the most essential aspect of a business plan. When it comes to small enterprises, the health of a firm is intimately related towards the administration. The landlord’s knowledge, knowledge, and ability can help a company succeed. Likewise, if indeed the leadership group makes terrible decisions, lacks sufficient experience, or is reluctant to acquire new capabilities, this could collapse. □ Satisfactory OR □ Not yet satisfactory
4)	Income assertion: After your first first year business, Entrepreneurs recommend listing your profit forecasts regularly, regularly for the second year, and annual then after.The cash flow is important for shareholders because it shows however much money is required for the firm, that it will come through, and when it will appear.Additional major elements of the business plan a brief summaryStatement of vision and mission statementOverview of the business as well as its distinct value offerPortraits of the leadership teamMarket intelligence, includes competitor data and target segmentationBusiness strategySWOT (Strong points, Liabilities (strengths, weaknesses, opportunities, threats)Framework on supplies and servicesEconomic forecasts and bank disclosures □ Satisfactory OR □ Not yet satisfactory
Outcome for Question 3: □ Satisfactory OR □ Not yet satisfactory

Question 4

Identify three (3) key stakeholders who may be involved in business planning.

1)	Someone with a personal stake inside the business survival must be included in the planning process called main players. Employees, workers, consumers, suppliers, stockholders, government regulators, proprietors, logistics providers, concerned citizens, and those who rely on and/or serve the business are all part of this group. □ Satisfactory OR □ Not yet satisfactory
2)	□ Satisfactory OR □ Not yet satisfactory
3)	□ Satisfactory OR □ Not yet satisfactory
Outcome for Question 4: □ Satisfactory OR □ Not yet satisfactory

Question 5

Identify three (3) performance objectives of a business plan.

1)	Client service indicators are now becoming increasingly important performance indicators. Conversion rate, customer retention, Net Promoter (NPS), and other client KPIs just are some few examples. Companies focused on customer-centred signals focus more on developing a loyal client base by producing high-quality products, employing different marketing techniques, and stressing a strong customer support service due to distinct aims. □ Satisfactory OR □ Not yet satisfactory
2)	A most widely utilised performance measures include financial indicators, which include revenue growth, net profit, and return on investment, among others. In terms of job performance, output-related methods are widely applied. It can be beneficial for the company’s financial growth, but companies who simply rely on money indicators sometimes have a problem with invention. □ Satisfactory OR □ Not yet satisfactory
3)	Employees that really are motivated take sick days. Per a research even by the Workforce Research Organization, engaged employees take the average of 3.07 sickness absence annually, while disengaged workers look at average of 6.19 sick days. Most importantly, they feel motivated to do much more. Gallup’s researchers also showed that connected companies beat others in terms of productivity and profit by 21percentage points and 22%, respectively. □ Satisfactory OR □ Not yet satisfactory
Outcome for Question 5: □ Satisfactory OR □ Not yet satisfactory

Question 6

Nominate three (3) performance measures that could be used to measure customer satisfaction.

1)	□ Satisfactory OR □ Not yet satisfactory
2)	□ Satisfactory OR □ Not yet satisfactory
3)	□ Satisfactory OR □ Not yet satisfactory
Outcome for Question 6: □ Satisfactory OR □ Not yet satisfactory

Question 7

List three (3) benefits of using key performance indicators in the business planning process.

1)	□ Satisfactory OR □ Not yet satisfactory
2)	□ Satisfactory OR □ Not yet satisfactory
3)	□ Satisfactory OR □ Not yet satisfactory
Outcome for Question 7: □ Satisfactory OR □ Not yet satisfactory

**** END OF ASSESSMENT TASK 1 ****

What do I need to hand in for this task?	Have I completed this?
Your answers to each of the seven (7) questions	□

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ASSESSMENT TASK COVER SHEET: ASSESSMENT TASK 2

Student: Please fill out this cover sheet clearly and accurately. Make sure you keep a copy of your work.

Student Name:
Student ID:
Date of submission:
Qualification:	BSB60420 Advanced Diploma of Leadership and Management
Unit	BSBOPS601 Develop and Implement Business Plans

Student declaration

I <Insert your name>__________________________________________declare that this is my own work and:

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature:

Assessor to complete
Assessment requirements	Satisfactory/ Not satisfactory/ not req’d	Attempt(pls circle)
Activity 1: Review, evaluate and research information; answer Questions 1 to 6		1 2 3
Activity 2: Develop the business plan.		1 2 3
Activity 3: Present business plan at Management Meeting (Roleplay)		1 2 3
Activity 4: update Business Plan, if required	□ Not req’d	1 2 3
Overall Outcome for Assessment Task 2:

ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements

(if more space is required, continue on reverse of this page)

Assessor Signature: ………………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name:

*Authenticity Check*
Student Name:
Student ID:
Unit of Competency:
*Assessor Use Only*
I confirm that I have checked this completed student assessment item and confirm (Assessor must tick one of the following):◻ I have checked the authenticity of this work and am unable to detect any form of plagiarism, collusion or cheating and believe the contents of the submission is the students own work.◻ I have checked the authenticity of this work and have identified potential instances of plagiarism, collusion or cheating. A detailed file note is attached to this completed assessment item, detailing the issues of concern, which will be submitted to the Director of Studies for further investigations and action. The student has been marked Not Yet Satisfactory in this assessment.
Assessor Signature:		Date checked:

ASSESSMENT TASK 2: CASE STUDY & ROLEPLAY – DEVELOP A BUSINESS PLAN

Task Summary

For this assessment task you are required to conduct research to develop and present a business plan for Ozhouse Clean.

You will have a total of ten (10) hours to complete this assessment, which may be undertaken in more than one session..

Resources and Equipment Required to Complete This Task

Computer and Microsoft Office
Access to the internet for research
Space to conduct a meeting
Roleplay participants (assessor and students)
Handout – Business plan template
Handout (hyperlink) – Cleaning services award

Note: Clinton Institute will provide all the forementioned to complete this assessment.

When and Where Should the Task be Completed?

This task is to be completed in the classroom. Your assessor will advise on the dates and times of the assessment.

What do I Need to Submit and Do?

What do you need to do?	What evidence is required?
Review evaluate and research information, then answer six (6) questions	Completed six (6) questions
Develop a Business Plan in the required template	Ozhouse Clean Business Plan
Facilitate a meeting where you present your Business Plan to attendees.	Nothing, however your assessor will complete an observation checklist.
Incorporate changes agreed at meeting, if any	Updated Business Plan if there are changes identified

Decision Making Rules

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.

What Happens If I Get Something Wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.

Assessment Task 2 – Case Study & Roleplay: Develop a business plan

Instructions To Student

Review the background information and two (2) handouts, then complete the activities that follow.

Handout – Business Plan Template
Handout – Cleaning services award (hyperlink)

Case Study Background Information Ozhouse Clean is based in Melbourne and offers professional, residential cleaning services, including regular home cleans, as well as spring cleans. The company is a family business established in 2005 by James and Nancy Anderson. James and Nancy are the Directors of the company. Their daughter, Sarah is employed by the company in the role of Administration Manager; and you have been employed in the role of Operations Manager.The company sees its point of difference from competitors as being a small family business with a focus on quality and happy and content staff and customers. The management team understands this point of difference may need to change as the business grows. There may be a need for more management staff to be employed, e.g., while Sarah manages marketing, she is not skilled in marketing and is very busy with the administration of the business. A skilled marketing officer may be needed. Currently target customers are located in the greater Melbourne area. Target customers are people who want a professional, trustworthy and immaculate cleaning service. Pricing reflects that of competitors. The company employs 15 cleaners, all of whom are part-time contract staff working between 10 – 15 hours a week. The company currently has approximately 70 regular clients, based around Melbourne’s inner city. These clients require regular home cleaning, either weekly or fortnightly for hours ranging from 3 – 6 hours. A standard hourly rate of $40 per hour is charged. Staff receive an hourly rate of $25 per hour with the cost of the products provided to staff for cleaning, including equipment and ongoing supplies, works out to be approximately $2 per hour on top. The company is also considering whether it may be wiser to move to employing a number of full-time, permanent cleaning staff. This is partly because there is a high turnover of casual staff and little loyalty to the company. Staff costs for employing full-time cleaners are $55,000 per cleaner per year including all superannuation payments. All cleaning supplies are currently purchased from Total Cleaning Supplies in Melbourne. However they do not currently offer environmentally friendly products, so a new supplier needs to be found . It is estimated that purchase of these products will be an additional $10,000 per month. The products cost double the cost of the non-environmentally friendly products. Sales revenue for the company for the last financial year is $360,000.00 with a gross profit margin of $40,000.00. Labour costs are a significant part of the business representing 70% of total costs. Average debtor days are currently 40 days. Currently, marketing is via a website but a large proportion of the company’s work comes through word-of-mouth from existing customers. Social media is not currently used to market the business. The new business plan will need to reflect different ways of marketing, especially to attract commercial customers. At a recent meeting of the management team (Directors, Operations and Administration Managers), it was decided that a 3-year business plan is needed to ensure the company meets its business goals. This will include diversifying into commercial cleaning, and offering environmentally friendly cleaning. Down the track, the company is also considering offering carpet cleaning services. The Operations Manager has been given the responsibility of developing the business plan. The company’s mission, vision, values and objectives as follows:MissionOzhouse Clean is committed to providing the highest quality residential and commercial cleaning services available by exceeding the expectations of our clients.Vision We are constantly working to establish ourselves as the most respected and sought after contract cleaning and facilities support service in Melbourne. ValuesRespect: taking time to understand and value each person and respecting their choices.Responsibility: acting with integrity towards our staff, our customers, the community and the environment.Caring: a duty of care for our staff, customers and the environment.Excellence: to always look to provide the best quality experience in regard to our cleaning and our customer service.Integrity: to act with honesty, openness and do what we say we will do.Innovation: to be industry leaders.Strategic ObjectivesOur key objectives which are fundamental to our business in delivering world-class cleaning and customer service, are:Provide our customers with a professional and friendly service.Increase client numbers by 20% in the first year of introducing commercial cleaning services and 10% thereafter.Meet or exceed the expectations of customers.Implement best practice in cleaning operations, including environmentally sustainable practices.

Activity 1

Review, evaluate and research information

Review, evaluate and research the information required in the following six (6) questions:

Question 1

Review the case study business information and provide your assessment for each of the following categories, concluding that your analyses determines each component as either-

⮚ Appropriate /Good/excellent /Recommended minor adjustment/ Requires more detail /Needs more targets/ Needs skilled resources

Or nominate any additional inclusions required

Business Vision	The main vision of the ozhouse clean is to build all of them like the most sought and respected at the time of contract cleaning and also facilities several services provided in Melbourne.□ Satisfactory OR □ Not yet satisfactory
Business Mission	The main mission of the ozhouse is to provide the best quality commercial and also the residential cleaning services necessary by overdoing the expectation of the client. □ Satisfactory OR □ Not yet satisfactory
Business Values	Respect: essentially takes enough opportunity to study about that and respect each person, as well as accepting individual choices.Accountability: is acting with ethics and integrity for our employees, clients, neighborhood, or environment.Caring: we have such a duty to look after business workers, consumers, and the ecosystem.Excellence: humans try to provide the highest quality experiences possible of cleaning and customer service.Integrity: refers to acting with truthfulness, openness, or doing what we say we’ll perform. To just be technology companies, humans should always innovate.□ Satisfactory OR □ Not yet satisfactory
Business Objectives and Goals	Provide such a professional and friendly service to our customers.Boost customer figures by 20percent in the first year of introducing cleaning service, and then by 10percentage points each year after.Consumers’ demands must be outperformed.Utilize appropriate cleaning procedures, including those that are environmentally beneficial.□ Satisfactory OR □ Not yet satisfactory
Financial Targets	Ozhouse Clean shall start by mirroring the main vendor’s rates, as well as the company would closely monitor its financials to ensure that it develops a sustainable business while heavily discounting services to attract customers. The business person will manage all advertising inquiries initially. Ozhouse Clean also will instruct all of with us staff members in customer support, especially some who interact with the public, to make sure that now the company’s business are entirely satisfied, as Ozhouse Spotless will provides limited discounts who place big recurring orders as well as provide support for new word of mouth. The below are the figures from investor’s sales forecast for this financial fy: Income: $450,000 in total sales Total selling price – $340,000.□ Satisfactory OR □ Not yet satisfactory
Management arrangements	Management Pattern suggests an internal business agreement that substitutes theAdvisory Contract and allows companies to implement strategic management decisions at a level that really is similar to the services offered underneath the Consulting Contract (as ascertained either by Representative inside its clients . depending), given that the expenses is for Business to establish such a new group and bring out this kind of assistance in-house outcome in yearly cost reductions with at bare minimum.□ Satisfactory OR □ Not yet satisfactory
Marketing approaches and strategy	Ozhouse Clean offers focussing on such individuals since people respect a skilled, dependable, honest, and flawless cleaning service and are ready to pay for it. While Melbourne seems to have a range of cleaners, designers are the one that offers to only the wealthy. Some were frequent customers. We’ll use a double method to advertise our firm. A dissemination of a colourful booklet outlining our solutions has been one of the pillars. This letter’s release will be directed to our specified audience. This will be performed by creating alliances with companies or clubs that members suit our ideal customer description. Greater sporting clubs, rural clubs, wine enthusiast clubhouses, and so forth are manifestations of this. You will try to gain access to members of these clubs through arrangements wherein the bar owners will receive the goods.□ Satisfactory OR □ Not yet satisfactory
Operational Plan	An operational business plan lays out all of the fundamentals of a company’s day-to-day operations over a period of more than a year. When done correctly, a planning process describes how you might employ people, material, and financial resources to achieve short-term goals that support your bigger business objectives.□ Satisfactory OR □ Not yet satisfactory
Outcome for question 1: □ Satisfactory OR □ Not yet satisfactory

Question 2

Review market requirements for the product and services offered by Ozhouse Clean, and list below a minimum of two (2) requirements/ market expectations as demonstrated by competitor positioning.

Marketing RequirementsDesigners are quite well cognizant that there’s a number of top-notch local cleaning companies in Brisbane and its environs, and we are conscious that there is contest in the environmental field, then we are able to carefully craft – out template based that in out acclaimed customer receives when people start hiring in out facilities. We ‘re sure everybody who utilizes our solutions would get good value for their money.Implementation of rising cleaners Affordable pricing and discounts based on loyalty and referrals Flexibility of service delivery to fit into our consumers’ schedules Professionalism of highest caliber from our employees cleaners, managers. □ Satisfactory OR □ Not yet satisfactory

□ Satisfactory OR □ Not yet satisfactory

Outcome for question 2: □ Satisfactory OR □ Not yet satisfactory

Question 3

Research and establish profile of customer needs. List below a minimum of two (2) customer needs as demonstrated by competitor offerings .

Two requirementsQuality service at cleaning.Cleaning service on time
Competitors NameHow long establishedRegular domestic cleaning pricing for Melbourne inner city or suburbsMajor marketing messagesAreas Whistle Clean australia

Sparkle office cleaning service15 years

7 years15USD

12USDCleaning can create inner peace

Quality service and providing quality time is the best way to provide.Melbourne VIC,Australia

South Melbourne VIC,Australia
□ Satisfactory OR □ Not yet satisfactory

□ Satisfactory OR □ Not yet satisfactory

Outcome for question 3: □ Satisfactory OR □ Not yet satisfactory

Question 4

Conduct research on two (2) competitors to Ozhouse Clean (i.e. cleaning businesses in Melbourne and offering residential cleaning services, including regular home cleans) and record appropriate findings below:

Competitors Name	When /How long established	Regular domestic cleaning pricing for Melbourne inner city or suburbs	Key marketing message/ Customer value proposition	Areas serviced

source of information:
□ Satisfactory OR □ Not yet satisfactory

source of information:
□ Satisfactory OR □ Not yet satisfactory
Outcome for question 4: □ Satisfactory OR □ Not yet satisfactory

Question 5

Research and identify any relevant permits or licencing requirements for Ozhouse Clean.

The Occupational Health and Safety Administration (OSHA) does have a number of regulations addressing face and eyes safety, feet and hands security, poisonous and hazardous substances, and air, among other issues. So should research these and many other state and federal cleaning regulations to really be sure you’re doing whatever you can to secure company workers and yourselves.

Outcome for question 5: □ Satisfactory OR □ Not yet satisfactory

Question 6

As Operations Manager of Ozhouse Clean, identify below two(2) key legislation or regulation requirements relevant to Ozhouse Clean and yourself, with which you will need to comply and provide two (2) examples for each, of how Ozhouse Clean will comply with each.

Legislation/ Regulation	How will Ozhouse Clean comply with is legislation/ regulation
Environmental Management System ISO 14001	ISO 14001 certificates ensures full adherence to best practices and corporate procedures, and also compliance to laws, rules, other environmental laws, and a continuous seeking to change local ecosystems. □ Satisfactory OR □ Not yet satisfactory
OHSAS 18001 is a global standard for health and safety.	Elite Cleansing and Environmental Remediation Ltd conforms towards the OHSAS 18001 certification for management of health and safety, with the target of decreasing work health & safety risks and enhancing safety and health management procedures at every one of our client locations. □ Satisfactory OR □ Not yet satisfactory
Outcome for question 6: □ Satisfactory OR □ Not yet satisfactory

Activity 2

Develop the business plan.

Using your research findings and the scenario information, develop the business plan using the Handout – Business Plan template.

Your business Plan include each of the following:

1) Description of the business, products and services,
2) Identify permit and licence requirements,
3) Identify marketing strategy(s)
4) Identify financial, human and physical resource requirements for the business
5) Productivity and financial performance targets for key result areas
6) Ensure skilled labour is available to implement plan

Your business plan must be written in clear and concise English, be grammatically correct and free from errors. Submit your completed business plan to your assessor.

***attach your completed Business Plan template here***

Business plan development of Ozhouse Clean

Executive summary

Ozhouse Clean is indeed a Melbourne-based firm that delivers professional residential deep cleaning, such as routine housework and cleanup work. Jim and Nancy Andersen established their firm in 2005, and this is a kinship and managed company. The company’s Directors are James and Nancy. Alison and Hannah, her children, work for the company too though. The Project Manager is Sarah, and the Secretariat is Sarah.

Vision

Ozhouse is striving hard to establish itself to be Melbourne’s best respected & tried to seek contract cleanliness and facility support service. Furthermore, to provide all residential cleaning services to customers in an environmentally friendly, completely trusted, and professional manner. We seek to pull in and keep customers.

Respect

taking the effort to know and value every person, as well as honouring their choice

Caring

operating with integrity and honesty towards our workers, consumers, society, and ecosystem

Excellence

a commitment to our workers, clients, and the world

Integrity

to constantly strive to deliver high quality encounter possible given of sanitation and customer services

Innovation

to conduct with transparency and honesty, and to follow through on our commitments.

to be leading company

Business meeting Plan

Ozhouse Clean is really in the marketplace and is now in the similar traits of some of the most prized clients. This info can be used by Mother’s Cleaning Company to better understand who was serviced, their specific requirements, and also how Mother’s can effectively communicate with this group.

Ozhouse Cleaning offers an excellent, private house work service for customers inside the upper echelon of the marketplace. Family’s aims and provide the following important advantages to its customers.

Professional: All employees would get extensive training about how to portray competence in the whole of their actions and experiences.

Family’s will provide its service in its most feasible way for the customer, even scheduling appointments while the owner is not at home.

Trustworthiness: Some people are worried about the potential of loss and damage whenever house cleaners are being used in private homes. A thorough vetting and education procedure of staff has eliminated or significantly reduced such concerns. In furthermore, Family’s has coverage to cover any loss ascribed to the company by a customer.

The relevant quantifiable metrics have indeed been managed to meet:

A rise of 20percentage points in total sales.

A 20 % gross profit.

fifty percent decrease in debtors

During the first year of its business plan, 10 new corporate customers are anticipated.

Hiring 2 full regular cleansers and increasing wages to the above awarded will lead in a 10percentage decrease in workforce turnover.

This change inside the marketplace has created an environment that is favourable to a cleaning company.

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Activity 3

Present and implement business plan at Management Meeting (Roleplay)

For this task, you are required to participate in a business plan presentation meeting with your assessor and classmates (playing various roles) to discuss the business plan you have developed and reach agreement on the performance objectives and measures for the business plan.

Your assessor will advise you of the date and time of this meeting.

Your assessor will play the role of one of the company Directors and ask other students (not being assessed during this simulated meeting), to play various roles.

You may also be required to participate in other meetings for other students.

You are to assume that your Business Plan has already been circulated among relevant personnel.

During the meeting you must:

1) Communicate the proposed Business Plan to meeting participants and ensure understanding of and gain commitment to the performance requirements and timeframes
2) Discuss the performance objectives and measures in Section 5, of your Business Plan, and seek advice. Use the advice to either:

develop new performance objectives, with meeting participants; or
receive approval of the objectives you included in your plan.

3) Use language and features appropriate to audience
4) Participate in discussions using listening and questioning to elicit the views of others and to clarify or confirm understanding
5) Take an active role in facilitating effective group integration, influencing direction and taking a leadership role.
6) Ensure the nominated individual for implementation, has the required skills and is available to implement the plan.

[Following the meeting, for Activity 4 you will need to incorporate any changes identified at the meeting, following feedback received into the business plan and submit the final plan to your assessor.]

Evaluation and monitoring report

Ozhouse Clean would begin by mirroring the main rival’s rates, and the company will regularly monitor the financial statements to guarantee that this really develops a sustainable business while heavily lowering initiatives to attract customers. The company owner will manage all marketing inquiries initially. Ozhouse Spotless also will prepare the whole of our staff members in customer care, notably some who interact with customers, to make sure that now the company’s business seem to be fully satisfied, as Ozhouse Clean would provide restricted customers with discounts who put large repeated commands and rewards for new client recommendations.

Revenue	Total revenue 410,788 USD
Liabilities	320,000 total cost
Sales	Debtor days -32
Assets	15 fast customers commercials.

The cash flow, loss account and balance sheet, and capital structure have indeed been created with projected info which is as accurate and accurate as possible. Sales gradually increased over the duration of the last year, suggesting a positive total sales. Ozhouse Clean has continually raised its share of the market. Sales revenue increases net profit and operating earnings proportionately.

Strength of business plan

Plans and strategies which are founded on a firm’s overall business plan can aid in ensuring that a company chooses & pursues the most appropriate financial paths. When prepared together, complete business, marketing, and business strategies include a small firm both precise advice and a framework upon which to effectively utilise.

Plan development In business

Small businesses recur on a small budget, requiring meticulous fiscal planning. An industry’s advantages, vulnerabilities, dangers, and chances may all be discovered by the planning process.

Budget Management

Through targeted marketing and brand initiatives, strategic planning helps a local company to place itself within the mind of the consumer. Effective marketing allows a company to get the most mileage from a limited marketing budget, which really is frequently a crucial element of a tiny business’s branding campaign.

Weakness of the business plan

1. Budget issue

2. Lack of resources

3. Honesty

4.Financial issue

System failure

A system failure could be evidenced via issues with concept, content, pricing, or management of a management system. The state’s structure could lose key customer needs, or the ui may be overly complex and misleading.

Product Failure

The act or condition of not reaching the targeted aim or expectations of the people is known to be defective products. It may be deemed a product failure. When a product fails to gain a suitable level of sales well after introduction, this is considered to be a defective product.

Recommendation

Making your approach more official. And first, first, establish a process.
Set the scope of making choices.
Touch the boards inside the correct manner….
Focus on possibilities towards development.
Identify strategic issues.
Perform, implement, and implement a few more.
Track and report on overall performance.

Plan variation

Develop one universal standard approach which will form the basis for all variations.
If necessary, generate new variations….
Ensuring that all changes in the workflow are visible.
Determine sure teams get easy access to the relevant variation.

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BUSINESS PLAN MEETING

Roleplay Observation Checklist

	Name of student being assessed (Chair):
	Location of meeting:
Other roles played:			Admin ManagerBank ManagerPotential ClientChange Management Consultant
	Assessor is to write “S” or “NYS” for each line item (row). If the student gets the item correct on the first attempt, the second and third attempt columns do not have to be completed. If a student gets the item correct on the second attempt, there will be a “NYS” on the first attempt, a “S” on the second attempt and the third attempt will be left blank. Students are allowed a total of three attempts.Note that to obtain a satisfactory outcome for this assessment activity, students must achieve a satisfactory outcome for every line item and each sub point.
	Date:
	Did the Student:			Attempt 1	Attempt 2	Attempt 3
	1	Communicate the proposed Business Plan to meeting participants and ensure understanding of the performance requirements and timeframes
	2	Discuss the performance objectives and measures in Section 5, of your Business Plan, and seek advice. Use the advice to either: develop new performance objectives, with meeting participants; or receive approval of the objectives you included in your plan.
	3	Use language and features appropriate to audience
	4	Participate in discussions using listening and questioning to elicit the views of others and to clarify or confirm understanding
	5	Take an active role in facilitating effective group integration, influencing direction and taking a leadership role.
	6	Ensure the nominated individual for implementation, has the required skills and is available to implement the plan.

Outcome for Task: □ Satisfactory OR □ Not yet satisfactory
Assessors Comments to explain any instance where a student does not achieve a satisfactory outcome for a specific item).

Assessors Signature:		Date:

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Activity 4

Following the meeting-

1) if there were any changes identified and agreed from the meeting discussions and feedback received:

incorporate those changes into the business plan and submit an updated final Business Plan to your assessor.

***attach your updated final Business Plan template here***

2) If there are no changes required:

Assessment Task 2 is complete – it is not necessary to attach a 2^nd copy of your Business Plan if it is unchanged following the meeting.

Roleplay Coaching Meeting

The meeting is done to check all the requirement is fulfilled or not
No problems occurred
As there are no problems no issues arises
High level of performance shown in the meeting
Several answers is generated during the interview
The solutions are quite impressive for all the top level manager of the company

SWOT Analysis

Strength

The number of recent janitorial services has their sights fixed just on the home economy, owing to the absence of faith and belief in their ability to keep up with large commercial competitors. In our firm, this will not be the case. We will be one of the few beginning businesses inside the city of Chicago that will commit all of its money, manpower, and marketing tactics to climbing industry housekeeping company’s pyramid and fast gaining market share. Because we would not be contending with a great amount of beginning in the commercial sector, your progress or advancement into major leagues of business will not be impeded by too many competing hurdles or obstacles. Our key advantage.

Weakness

Our main competitive disadvantage derives from our experience as just a beginning. Even if we gather the finest cleaning company inside the nation, we will also not be allowed to register contracts with many users at the same time. As a consequence, our unavailability may endanger our revenue and money – making. As per company policy, companies have such a fixed number of employees who would not be pushed excessively.

Opportunities

In the housekeeping sector, there seems to be a lot of potential for success. House cleaners are likely to increase in need as the number of commercial facilities and private houses grows. Ozhouse Clean is now in terms of promoting environmentally friendly business. It’s become a need for companies in Melbourne to increase sanitary standards in their operations, prompting the engagement of janitorial companies. As a consequence, Ozhouse Clean provides us all with huge global expansion, what we intend to grasp with most of your knowledge and interest. Ozhouse Cleaning may not be the largest in the country, and it is one in which a newcomer such as us will have plenty of opportunity to make rapid expansion as much as we have the funds.

Threats

Researchers must not anticipate any major reaction to our potential competition after your arrival into the sector as a little cleaning service that’ll be adopting small steps towards progress and expansion for at least the near future. We believe that your arrival into the market would be low-key, but some of the larger companies who dominated the market housekeeping hospitality industry will have to go unreported. But for one, do not anticipate that most of the smaller cleaning service sector, that had been in the market for much longer than all of us, will respond badly to the beginning of my operation. But, if they create ways to extract us even further away from the market, we have created our own contingencies.

Conclusion

The firm has well-established items solutions that are sold via well channels. Funding is required to fund the advertising campaigns outlined previously in order for a firm to meet its sales expectations. There seem to be a lot of beneficial characteristics of the company’s situation that are not evident in the commercial division’s evaluation. A most decisive element in just this aspect is the firm’s attraction to other companies as just a supplier of accessibility.

**** END OF ASSESSMENT TASK 2 ****

What do I need to hand in for this task?	Have I completed this?
Activity 1: Completed Six (6) Questions	□
Activity 2: Completed Business Plan	□
Activity 3: Roleplay Meeting Observation checklist	Assessor to complete
Activity 4: updated Business Plan – if required	if required □

ASSESSMENT TASK COVER SHEET: ASSESSMENT TASK 3

Student: Please fill out this cover sheet clearly and accurately. Make sure you keep a copy of your work.

Student Name:
Student ID:
Date of submission:
Qualification:	BSB60420 Advanced Diploma of Leadership and Management
Unit	BSBOPS601 Develop and Implement Business Plans

Student declaration

I <Insert your name>__________________________________________declare that this is my own work and:

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature:

Assessor to complete
Assessment requirements	Satisfactory/ Not satisfactory	Attempt(pls circle)
Activity 1: Monitoring and Evaluation Report		1 2 3
Overall Outcome for Assessment Task 3:

ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements

(if more space is required, continue on reverse of this page)

Assessor Signature: ………………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name:

*Authenticity Check*
Student Name:
Student ID:
Unit of Competency:
*Assessor Use Only*
I confirm that I have checked this completed student assessment item and confirm (Assessor must tick one of the following):◻ I have checked the authenticity of this work and am unable to detect any form of plagiarism, collusion or cheating and believe the contents of the submission is the students own work.◻ I have checked the authenticity of this work and have identified potential instances of plagiarism, collusion or cheating. A detailed file note is attached to this completed assessment item, detailing the issues of concern, which will be submitted to the Director of Studies for further investigations and action. The student has been marked Not Yet Satisfactory in this assessment.
Assessor Signature:		Date checked:

ASSESSMENT TASK 3: PROJECT: BUSINESS PERFORMANCE MONITORING

Task Summary

This assessment task requires you to monitor and evaluate the performance of the business, review performance indicators and evaluate the strengths and weaknesses of the business plan. You will be required to provide a report on your analysis in the required template.

You will have four (4) hours to complete this assessment, which may be undertaken in more than one session.

Resources and Equipment Required to Complete this Task

Student Learner Guide for this Unit
Computer and Microsoft Office
Access to the internet for research
Case study from Assessment Task 2

Note: Clinton Institute provides students with access to a computer and internet

When and Where Should the Task be Completed?

This task is to be completed in the classroom. Your assessor will advise on the date(s) and time(s) of the assessment.

What Do I Need to Submit and Do?

What do you need to do?	What evidence is required?
Conduct research, analyses and evaluate business performance and write a monitoring and evaluation report in the required template	Monitoring and Evaluation Report

Decision Making Rules

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.

What Happens If I Get Something Wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.

Assessment Task 3 – PROJECT: BUSINESS PERFORMANCE MONITORING

Case Study Part 2: Background Information It has been one (1) year since the business plan was implemented and as the Operations Manager, you are reviewing the performance of the business against the performance indicators identified in the plan, testing performance indicators used and recommending changes to performance indicators as provided.You have also been asked to provide an overall evaluation of the strengths and weaknesses of the business plan. (This is the Business Plan you developed for Assessment Task 2). Assume that the performance indicators identified in the business plan are as follows:A 20% increase in total sales revenue.A gross profit margin of 20%.Reduction of 50% in debtor days10 new commercial customers in the first year of the business plan. Reduction of 10% of workforce turnover based on employing two full-time permanent cleaners, as well as increasing wages to above award. Social media engagement to have 500 followers 50% of cleaning products used to be eco-friendly Implementation of Code of Practice, to be adopted by all staff 97% customer satisfaction and quality of service Introduction to triple bottom-line reporting Data provided by the accountant for this financial year show the following figures:– Total sales revenue – $450,000– Total cost of sales – $320,000– Debtor days – 30– 15 new commercial customers The Administration Manager has advised you that at least 10 of the previous residential customers no longer use the company’s services, so while sales revenue has increased, the sales revenue attributable to residential sales has declined. In addition, follow up emails to the customers who no longer used the services indicated the following responses to the question asked about why they no longer use the services:Moved interstate – 1Dissatisfied with the quality of cleaning services provided (not enough attention to detail, cleaner finishing earlier than time paid for) – 5 Moved to a competitor as better service and price offered – 4 Regarding staff, two of the current contract cleaners have been appointed as fulltime, permanent employees. Wages have been increased to above award for all contract cleaners. Of the 15 contract cleaners contracted at the start of the year, 4 have left and were not needed to be replaced due to the two (2) F-T staff appointed. Ozhouse clean has started a Facebook page, which currently has 820 followers. Alternative eco-friendly products have not been source at an affordable price point. Further investigation need to be conducted in this area. To date only the surface spray has been adopted, equalling 15% of total products used. Code of Practice was implemented and has been adopted by all staff. Triple bottom line reporting was not formally being adopted in reports, however the required data on: Finance, Staff & Sustainability practices is being collected.

Activity 1

Develop a monitoring and evaluation report.

Review the scenario information and develop a report in the below template, ensuring that it includes the following:

1) Overview of the business performance (including: comparison of last financial year performance from Assessment Task 2)
2) An analysis of business performance to determine if the performance indicators have been achieved.
3) An evaluation of the information gained from the survey and identify the impact on the business.
4) An evaluation of the strengths and weaknesses of your developed business plan and at least two recommended improvements. Research other plans to help you with the evaluation.
5) Provide a summary of recommendations for the upcoming year based on your evaluation as above, as well as any variations that could be made to the business plan based on this information.

Your report must be in the provided template and written in clear and concise language suitable for the audience (your assessor), is grammatically correct and error free. Submit the report to your assessor.

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Ozhouse Clean Monitoring and Evaluation of Business Plan Report *(12 months after initial implementation)*
Name of Author
Section 1Overview of Business Performance
Business PerformancePrevious year v’s This year	This yearLast YearVarianceTotal Sales Revenue Cost of Sales Gross Profit Margin 5060 70 Gross Profit Margin % Average Debtor Days Average Debtor Days % change Domestic clients Commercial clients Total no. of clients 45350 20%
Analysis of performancePrevious year v’s This year	*Total sales revenue for this year has increased or decreased by:*		20%
	*Total profit margin for this year has increased or decreased by:*		15%
	*Debtors days for this year have increased or decreased by:*		10%
	*Customer numbers for this year have increased or decreased by:*		*10%*
Section 2Analysis of Business Performance Indicators *(have they been achieved)*
Performance indicator	KPI – last year		Actual result		Achieved or not? ✓ or 🗴
FINANCIAL PERFORMANCE
Increase Sales	15-52		25-24
Profit Margin	21-30		25-47
Reduce debtor days
NON- FINANCIAL PERFORMANCE
New Commercial Clients	250		450
Workforce turnover	28%		28
Social Media Engagement (Community awareness)	25%		14%
Eco-friendly products	Many		Many
Code of Practice	NA		NA
Customer Satisfaction and quality of service	Average		Good
Triple bottom line reporting
Section 3Customer Survey Results
Outline of customer survey outcomes	# of clients cancelled due to moving interstate	# of clients cancelled due to dissatisfaction with quality of product/ service		# of clients cancelled due to better product/ service provided by a competitor

Recommendations based on survey outcomes List a minimum of two (2)	150

Section 4Strength and Weaknesses of Business Plan
*Strengths of the Business Plan* List a minimum of four (4)



*Weaknesses of the Business Plan* List a minimum of four (4)



*System Failures* List a minimum of two (2)

*Product Failures* List a minimum of two (2)

Section 5 Recommendations for the coming 12 months and variations to Business Plan
Recommendations for the coming 12 months List a minimum of four (4)



Variation to the business planList a minimum of four (4)

**** END OF ASSESSMENT TASK 3 ****

What do I need to hand in for this task?	Have I completed this?
Monitoring and Evaluation Report	□

ASSESSMENT TASK COVER SHEET: ASSESSMENT TASK 4

Student: Please fill out this cover sheet clearly and accurately. Make sure you keep a copy of your work.

Student Name:
Student ID:
Date of submission:
Qualification:	BSB60420 Advanced Diploma of Leadership and Management
Unit	BSBOPS601 Develop and Implement Business Plans

Student declaration

I <Insert your name>__________________________________________declare that this is my own work and:

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature:

Assessor to complete
Assessment requirements	Satisfactory/ Not satisfactory	Attempt(pls circle)
Activity 1: Roleplay		1 2 3
Overall Outcome for Assessment Task 4:

ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements

(if more space is required, continue on reverse of this page)

Assessor Signature: ………………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name:

*Authenticity Check*
Student Name:
Student ID:
Unit of Competency:
*Assessor Use Only*
I confirm that I have checked this completed student assessment item and confirm (Assessor must tick one of the following):◻ I have checked the authenticity of this work and am unable to detect any form of plagiarism, collusion or cheating and believe the contents of the submission is the students own work.◻ I have checked the authenticity of this work and have identified potential instances of plagiarism, collusion or cheating. A detailed file note is attached to this completed assessment item, detailing the issues of concern, which will be submitted to the Director of Studies for further investigations and action. The student has been marked Not Yet Satisfactory in this assessment.
Assessor Signature:		Date checked:

ASSESSMENT TASK 4: ROLEPLAY: COACHING MEETING

Task Summary

This assessment task requires you to provide coaching to a group of contract cleaners based on underperformance identified as part of the review of performance against the business plan objectives.

You will have thirty (30) mins to complete with assessment

Resources and Equipment Required to Complete this Task

Meeting participants
Meeting space.

Note: Clinton Institute will provide all required resources and equipment.

When and Where Should the Task be Completed?

This task is to be completed in the classroom. Your assessor will advise on the date(s) and time(s) of the assessment.

What Do I Need to Submit and Do?

What do you need to do?	What evidence is required?
Review background information and conduct a coaching meeting.	Nothing, however your assessor will complete an observation checklist.

Decision Making Rules

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.

What Happens If I Get Something Wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.

Assessment Task 4 – ROLEPLAY: COACHING MEETING

Background Information A review of the business’s performance against the performance indicators in Assessment Task 3, identified that a number of domestic customers/clients no longer use the services due to a lack of satisfaction with the quality of the service provided, specifically the level of cleanliness and attention to detail. As the Operations Manager, you decide to set up a meeting with each of the contractors to investigate the situation and to provide coaching on the expected level of performance. Ozhouse Clean has the following expected level of performance in relation to cleaning services:All surfaces, including floors, bench tops and shelves cleaned so that they are free of dust and dirtRubbish bins emptied and cleanedShower screens and mirrors cleaned and free of soap build up and streaksOnly cleaning products provided are to be usedAll cleaning services must be provided in the allocated timeIn the event cleaning service are complete prior to allocated finishing time, additional cleaning to be conducted. These performance standards are included in each person’s contract

Activity 1

Conduct a Coaching Meeting (Roleplay)

For this task, you are required to participate in a coaching meeting with your assessor and classmates (playing the roles of cleaning contractors) to discuss their lack of quality and service provided to customer who are so dissatisfied they took their business elsewhere.

Your assessor will advise you of the date and time of this meeting.

Your assessor will play the role of one of cleaning contractors and ask other students (not being assessed during this simulated meeting), to play the role of other cleaning contractors.

You may also be required to participate in other meetings for other students.

This meeting will also serve the purpose of a coaching session, as well as an attempt to get the staff members to understand the issues and meet the required performance standards of the business.

During the meeting you must:

1) Explain the purpose of the meeting
2) Explain to the contract cleaners what the problems are
3) Investigate why these issues accrued
4) Discuss the level of performance expected by the company and coach each contractor accordingly
5) Participate in discussions using listening and questioning to elicit the views of others and to clarify or confirm understanding
6) Discuss and agree on solutions and ongoing review processes for each contractor

COACHING MEETING

Roleplay Observation Checklist

Name of student being assessed (*Chair)*:
Location of meeting:
Other roles played:		Cleaning contractor #1 (assessor)Other cleaning contractors
Assessor is to write “S” or “NYS” for each line item (row). If the student gets the item correct on the first attempt, the second and third attempt columns do not have to be completed. If a student gets the item correct on the second attempt, there will be a “NYS” on the first attempt, a “S” on the second attempt and the third attempt will be left blank. Students are allowed a total of three attempts.Note that to obtain a satisfactory outcome for this assessment activity, students must achieve a satisfactory outcome for every line item and each sub point.
Date:
Did the Student:		Attempt 1	Attempt 2	Attempt 3
1	Explain the purpose of the meeting.
2	Explain to the contract cleaners what the problems are.
3	Investigate why these issues accrued.
4	Discuss the level of performance expected by the company and coach each contractor accordingly
5	Participate in discussions using listening and questioning to elicit the views of others and to clarify or confirm understanding
6	Discuss and agree on solutions and ongoing review processes for each contractor

Outcome for Task: □ Satisfactory OR □ Not yet satisfactory
Assessors Comments to explain any instance where a student does not achieve a satisfactory outcome for an item

Assessors Signature:		Date:

****** End of Assessment Task 4 ******

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