Assessment Plan
Yes I can Manage
Assessment Plan
BSB51107 Diploma of Management
BSBMGT502B Manage people performance
BSBFIM501A Manage budgets and financial plans
BSBMBT515A Manage operational plan
flexiblelearning.net.au
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Assessment Plan
Acknowledgements
This is a Tasmanian E-learning Innovations project output, developed by the Pharmaceutical
Society of Australia, with seed funding from the national training system's e-learning
strategy, the Australian Flexible Learning Framework (Framework).
Project Team
Content Writer
Reviewer
Instructional Designer
Project Manager
Yes I can Manage
Dorothy Lucardie
Tony Hughes
Jenni Ireland
Dorothy Lucardie
Copyright statement
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under the 2010 Australian Flexible Learning Framework administered by the Commonwealth
of Australia.
© Commonwealth of Australia 2010
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Assessment Plan
Contents
Units of Competency
4
Purpose of Assessment
4
Client Group
4
Assessors
5
Methods of assessment
5
Material/Equipment needed
5
Evidence Required
5
Recognition of Prior Learning
6
Mapping to the performance criteria
7
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Assessment Plan
Units of competency
BSBMGT502B
Manage people performance
BSBFIM501A
Manage budgets and financial plans
BSBMBT515A
Manage operational plan
Purpose of Assessment
Yes I can Manage assessment task has been developed to provide an integrated holistic
assessment for three core competencies from the BSB51107 Diploma of Management. It
has been developed as a summative assessment and covers the majority of the
performance criteria of the three competencies. The outcomes of the assessment tasks
produce evidence that meets the critical aspects of assessment for these competencies.
The purpose of using this assessment tool is to provide a final assessment activity that
demonstrates a candidate’s ability to use a number of skills and knowledge in typical
managerial situations. The assessment tool presupposes that candidates have had the
opportunity to display the building of their competence through formative assessment
activities that may have occurred in the classroom, in the workplace or by distance or e
learning opportunities.
Client Group
Candidates undertaking this assessment will be drawn from a wide range of industries as the
Diploma of Management qualification applies across all areas. They may be currently in a
management role or may be aspiring to achieve this role. This will mean that candidates will
have varied experience in management and also come from different contexts where
management skills and knowledge will be used. As candidates are expected to be varied,
the role of the Assessor remains critical in the implementation of this tool.
Special needs may be identified for some candidates using this tool such as vision
impairment or English as a Second Language. In these cases the Assessor will be expected
to adapt the assessment task to address access and equity issues.
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Assessment Plan
Assessors
Assessors using this assessment tool must have the competencies being assessed or have
been deemed to have these competencies through experience. They must have the
Certificate IV in Training and Assessment or be under the supervision of a person with this
qualification.
Methods of assessment
The Assessment task has been developed using the scenario of expanding an existing
business and has three different contexts. One a retail business (Build It Fix It Hardware
Store), a service business (Soothers Therapeutic Massage) and the candidates own
business.
Candidates are asked to select one context and work through the same tasks in the different
contexts. The assessment tool provides information for each of the simulated businesses
and the candidate is expected to source information from their own workplace if they have
chosen that stream.
Part 1 of the Assessment task provides an opportunity for candidates to demonstrate their
skills and abilities to plan and prepare for the business expansion. Part 2 enables
candidates to demonstrate their ability to monitor and make changes given information
from budget variances and the staff scenarios.
Material/Equipment needed
The assessment task has been developed as an e learning object that is completed using a
computer and word processing software. The e learning object can be made accessible from
a web page, a portable device such as a CD or USB or from a network of computers. No
additional software is required.
Evidence Required
Assessors may chose to use all or part of this assessment tool. In particular assessors may
wish to choose a smaller number of staffing scenarios according to the needs of the
individual candidate in terms of time and requirements to demonstrate competency.
An assessment answer guide has been developed to provide assistance to assessors using
this tool. Judgements of competency will remain with the assessor.
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Assessment Plan
Recognition of Prior Learning
All candidates must have the opportunity to apply for recognition of prior learning for any or
all of these competencies. Assessors may choose to delete some of the tasks according to
candidates RPL. A mapping guide of the activities to Units/Elements and Performance
Criteria is supplied.
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Assessment Plan
Mapping to the performance criteria
Unit
Performance Criteria
Manage Operational Plan
Critical Aspect
Assessment task
Development of an operational plan
Must have access to appropriate documentation
1.
Develop operational
plan
Research, analyse and document resource
requirements and develop operational plan in
consultation with relevant personnel, colleagues
and specialist resource managers
Develop operational
plan
Develop and/or implement consultation
processes as an integral part of the operational
planning process
Not assessed
Ensure details of the operational plan include the
development of key performance indicators to
measure organisational performance
Develop operational
plan
√
Develop and implement contingency plans at
appropriate stages of operational planning
Develop
contingency plans
√
√
Consultation risk
management
Implementation
not assessed
2.
3.
Plan and manage
resource acquisition
Monitor and review
operational
performance
Ensure the development and presentation of
proposals for resource requirements is supported
by a variety of information sources and seek
specialist advice as required
What resources
Obtain approval for plan from relevant parties
and ensure understanding among work teams
involved.
Submitted to
assessor
√
Develop and implement strategies to ensure that
employees are recruited and/or inducted within
the organisations human resource management
policies and practices
Recruiting and
inducting staff
√
Develop and implement strategies to ensure that
physical resources and services are acquired in
accordance with the organisation’s policies,
practices and procedures
Resources
√
Develop, monitor and review performance
systems and processes to assess progress in
achieving profit and productivity plans and
targets.
Operational
Planning
√
√
Presented to
Assessor
Budget variance
reports
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Assessment Plan
Staff scenarios
Analyse and interpret budget and actual financial
information to monitor and review profit and
productivity performance.
Budget variance
reports
√
Identify areas of under performance, recommend
solutions, and take prompt action to rectify the
situation
Budget variance
reports
√
Staff scenarios
Manage people
performance
Plan and implement systems to ensure that
mentoring and coaching are provided to support
individuals and teams effectively, economically
and safely use resources.
Staff scenarios
√
Negotiate recommendations for variations to
operational plans and gain approval for
designated persons/groups.
Submitted to
Assessor
√
Develop and implement systems to ensure that
procedures and records associated with
documenting performance are managed in
accordance with organisational requirements
Staff scenarios
√
Critical Aspect
Documented performance indicators and a critical description and analysis of
performance management system from the workplace
Techniques in providing feedback and coaching for improvement in performance
Knowledge of relevant awards and certified agreements.
1.
2.
Allocate work
Assess performance
Consult relevant groups and individuals on work
to be allocated and resources available.
Staff scenarios
√
Develop work plans in accordance to operational
plans
Staff scenarios
√
Allocate work in a way that is efficient, cost
effective and outcome focussed.
Staff scenarios
√
Confirm performance standards, code of conduct
and work outputs with relevant teams and
individuals
Staff scenarios
√
Develop and agree performance indicators with
relevant staff prior to commencement of work
Staff scenarios
√
Conduct risk analysis in accordance with the
organisational risk management plan and legal
requirements.
Risk management
plans
√
Design performance management and review
processes to ensure consistency with
organisational objectives and policies
Monitoring systems
√
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Assessment Plan
3.
4.
Provide feedback
Manage follow up
Manage budgets and
financial plans
Train participants in the performance
management and review process
Staff scenarios
√
Conduct performance management in
accordance with organisational protocols and
time lines
Staff scenarios
√
Monitor and evaluate performance on a
continuous basis
Staff scenarios
√
Provide informal feedback to staff on a regular
basis
Staff scenarios
√
Advise relevant people where there is poor
performance and take necessary actions
Staff scenarios
√
Provide on the job coaching when necessary to
improve performance and to confirm excellence
in performance
Staff scenarios
√
Document performance in accordance with the
organisational management system
Staff scenarios
√
Conduct formal structured feedback sessions as
necessary and in accordance with organisational
policy
Staff scenarios
√
Write and agree performance improvement and
development plans in accordance with
organisational policies
Staff scenarios
√
Seek assistance from human resource
specialists where appropriate
Not assessed
Reinforce excellence in performance through
recognition and continuous feedback
Staff scenarios
√
Monitor and coach individuals with poor
performance
Staff scenarios
√
Provide support services where necessary
Not assessed
Counsel individuals who continue to perform
below expectations and implement disciplinary
process if necessary.
Staff scenarios
√
Terminate staff in accordance with legal and
organisational requirements where serious
misconduct occurs or ongoing poor performance
continues.
Staff scenarios
√
Critical Aspect
Financial skills required to work with and interpret budgets, ageing summaries,
cash flow, petty cash, GST and profit and loss statements.
Knowledge of the record keeping requirements for the ATO and for auditing
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Assessment Plan
purposes.
1.
2.
3.
4.
Plan financial
management
approaches
Implement financial
management
approaches
Monitor and control
finances
Review and evaluate
financial
management
processes
Access budget and financial plans for the work
team
Budgets in
description
√
Clarify budget/financial plans with relevant
personnel within the organisation to ensure that
documented outcomes are achievable, accurate
and comprehensible
Clarified with
assessor
√
Negotiate any changes required to be made to
budget/financial plans with relevant personnel
within the organisation
Not assessed
Prepare contingency plans in the event that initial
plans need to be varied
Contingency plans
Disseminate relevant details of the agreed
budget/financial plans to team members
Not assessed
Provide support to ensure that team members
can competently perform required roles
associated with the management of finances
Staff scenarios
√
Determine and access resources and systems to
manage financial management processes within
the work team
Develop
Operational Plan
√
Implement processes to monitor actual
expenditure and to control costs across the work
team
Monitoring
processes
√
Monitor expenditure and costs on an agreed
cyclical basis to identify cost variations and
expenditure overruns
Budget variances
√
Implement, monitor and modify contingency
plans as required to maintain financial objectives
Budget variances
√
Report on budget and expenditure in accordance
with organisational protocols
Budget variances
√
Collect and collate for analysis, data and
information on the effectiveness of financial
management processes within the work team
Budget variances
√
Analyse data and information on the
effectiveness of financial management processes
within the work team and identify, document and
recommend any improvements to existing
processes
Budget variances
√
Implement and monitor agreed improvements in
line with financial objectives of the work team and
the organisation.
Budget variances
√
√
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