Highlights
Task:
Task summary
Students are required to research a case study company and write a report to assist the Management Team to make some business decisions. They will then meet with the Management Team and ensure that informed decisions are made. Students will then have to carry out some tasks related to the decisions made and determine how best to communicate these to the stakeholders.
Required
Access to student workbook/other learning materials
Computer and Microsoft Office
Computer with Microsoft Office and internet access
Briefing Report Template
Business Plan
Communication Report Template
Finance Policy and Procedures
Financial Data
Forecasts Spreadsheet Template
Information Management Policy and Procedures Template
Profit and Loss Statements
Staff Survey Results
Student Feedback
Submit
Briefing Report and Forecasts Spreadsheet
Email with an invitation to join a Shared folder in Google Drive
Screen shot of your folders and files
Draft email to the Management Team
Updated Communication Plan
Updated Information Management Policy and Procedures
Assessment criteria
Students must complete all of the activities listed and will be assessed against the assessment criteria included in the checklist included with this task.
Carefully read the following:
King Edward VII College has been operating since 2015. The College is based in Melbourne CBD and has an additional campus in Sydney. The College offers a range of courses in management, marketing, human resources and international business. It currently has 195 students enrolled across all of its courses and both campuses. Courses are offered at all levels, from Certificate II to Graduate Diploma.
King Edward VII College is very popular due to its competitive pricing structure, innovative teaching methods and state of the art facilities.
The College currently employs 24 staff members that include the CEO, a Sales and Marketing Manager and Sales and Marketing Assistant, Promotions Officer, Human Resources Manager, Operations Manager, Administration Manager, Office Assistant, Receptionist, Academic Manager, Student Services Officer and approximately 14 trainers and assessors. Currently, the company is preparing the financial forecasts and projections for the year ahead.
The College is planning to open two new campuses, one in Brisbane and one in Adelaide in the next year, and that will have to be factored into the forecasts.
As the Operations Manager for King Edward VII College, you have been tasked to prepare the financial forecasts and projections for the upcoming year. This will be used to inform the preparation of budgets and to develop a deeper understanding of the business’s potential.
You will also be required to look at various data storage and access systems that could be adopted, and that have the potential to grow with the business.
Complete the following activities:
1. Write a business expansion briefing report.
You are required to write a report to inform a staff meeting on the proposed company expansion.
To do this you will need to review the company’s:
Business Plan
Financial Policy and Procedures
Financial Data
Profits and Loss Statements for the previous three years.
Staff Survey Results
Student Feedback
Forecast Spreadsheet Template
Your report is to include the following:
A review of business performance data
Financial forecast. Use the Forecasts Spreadsheet to record your figures.
A review of staff feedback
A review of student feedback
Identify, define and analyse business problems and issues
Identify further sources of information on VET
Analysis of trends
A sensitivity analysis on any proposed options
Data storage and access options
A risk management plan Use the Briefing Report Template and Forecasts Spreadsheet to guide your work.
2. Meet with the Management Team
The objective of the meeting is to get the Management Team to agree to the proposed campus expansion and to decide on which data storage system to use.
Begin by summarising each part of your report, answering any questions asked by the team members.
When you have finished summarising your report, ask the Management Team of they would approve the proposed campus expansion.
The Management Team should then decide which data storage and access system should be adopted by the College.
During the meeting, you are required to demonstrate effective communication skills including:
Speaking clearly and concisely
Using non?verbal communication to assist with understanding
Asking questions to identify required information
Responding to questions as required
Using active listening techniques to confirm understanding
Please note: Your assessor will advise you of the date and time of the meeting (your assessor and at least two other students).
3. Open a free Google Drive account.
Assume that the Management Team has approved the use of Google Drive.
Open a new, free Google Drive account, following the instructions as set out on the Google website.
In order to test the new system, send the Management Team (your assessor) an invitation to join a Shared folder in Google Drive.
4. Develop a Communication Plan
Develop a communication plan to ensure that all stakeholders are made aware of the campus expansion and the new data storage system.
Ensure that the strategies you develop are designed to promote the benefits of change to staff and to reduce the likelihood of a negative response/adverse outcomes.
Your communication plan should also show the reporting process to senior management, which will be required on a regular basis.
The College’s customers (the students) should also be informed about the campus expansion.
Use the Communication Plan Template to guide your work.
5. Develop an Information Management Policy and Procedures.
Use the internet to see what other, similar, companies have developed for their information management.
Then write policy and procedures that address confidentiality, privacy and security.
One of the King Edward VII College Administration Assistants has prepared an Information Management Policy and Procedures Template that includes some information from the company’s Style Guide. Use this to guide your work in this activity.
6. Take a screen shot of your folders and files.
You are required to demonstrate that you can file all of your records in a logical structure.
Create a folder in your Google Drive account for this purpose.
Ensure that you have an overall folder for your work, as well as sub folders if necessary.
All of the documents you have submitted for this assessment task should be correctly named and filed.
The screen shot should show all the folders and documents.
7. Meet with the Management Team (your assessor).
You are required to present the following documents and seek their feedback.
Communication Plan
Information Management Policy and Procedures
Screen shot
8. Review Communication Plan
In your Google Drive account, use the feedback that you have received to update your Communication Plan.
Save this document as Updated Communication Plan.
9. Review the Information Management Policy and Procedures
In your Google account, use the feedback that you have received to update your Information Management Policy and Procedures.
Save this document as Updated Communication Plan.
10. Draft an email to the Management Team (your assessor).
The text of the email should be in grammatically correct English, written in an appropriate (polite, business?like) style.
The email text should inform the team that you have made the requested changes to the documents and that they should take a look at the updated version in the Google Drive account.
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