BSBOPS402: Coordinate Business Operational Plans Assessment Kit

Assessment Information

Competency Being Assessed
This Assessment Kit has been aligned against the following unit of competency from the Business Services Training Package:
BSBOPS402 - Coordinate business operational plans

The unit includes:

1. Prepare to implement operational plan

2. Implement operational plan

3. Monitor operational performance

4. Review operations based on performance

This unit describes the skills and knowledge required to implement operational plans by planning and acquiring resources, monitoring and adjusting operational performance, and providing reports on performance as required. It applies to individuals who plan activities to achieve team and organisational objectives. At this level, work will normally be carried out within routine and non-routine methods and involve procedures that require planning, evaluation, leadership, and guidance of others.

Assessment Process

The assessment is designed to help you gather evidence of your competence against the requirements of the unit of study while applying your learning in practice. Your evidence may take a variety of forms and must be:

• Authentic – your own work

• Valid – related to the competency

• Sufficient – appropriate quantity and quality

• Current – recent proof of your skills and knowledge

When should I submit this assessment?
Refer to your training plan for the recommended timeframe for completing your assessment. Use this assessment kit to complete your responses, attaching additional evidence and documentation as appropriate. Ensure all additional documents are clearly labelled so that your assessor understands the relevance to specific parts of the assessment.

Assessment Submission and Feedback
Submit your assessment online via myAIM. Feedback will be returned via myAIM. Upon completion of all requirements, you will receive an overall assessment of ‘Competent’ or ‘Not Yet Competent’. If further work is required, you will be given one opportunity to resubmit. Upon successful completion, you will be eligible for a Statement of Attainment. If enrolled in a full qualification, a Certificate and Transcript will be issued upon completion of all units.

Video evidence
You may be required to submit video evidence. Ideally, upload your video to YouTube as a private link and provide the link to your assessor. Ensure participants are aware of the purpose of the video.

Technical tools for completing this assessment
You need access to a computer with internet, word processing, spreadsheet software, and other relevant programs to develop documentation. You may also need a smartphone or other audio/video recording device.

Progress Checklist

• Read and understand the AIM Student Handbook, particularly your rights and responsibilities.

• Read the assessment information carefully.

• Complete the cover sheet.

• Answer the Knowledge Questions within this assessment kit.

• Complete the Assessment Tasks.

• Compile your submission, ensuring all additional documents and media submissions are prepared.

• Save this assessment document as: 

• Save additional documents as: 

• Submit your assessment on myAIM.

Assessment Coversheet

• Unit of competency: BSBOPS402 Coordinate business operational plans

• Name:

• Email:

• Postal Address:

• Telephone / Mobile:

• Organisation:

• Brief description of your organisation:

• Brief description of your team/department:

• Brief description of your role:

Declaration:

• I have read and understand the information contained within the Student Handbook

• All responses and evidence submitted are my own work and contain no material written by another person, except where due reference is made

• I understand that AIM will retain information relating to my assessment and not disclose it to third parties without permission, except as specified

Assessment Requirements

You must complete all assessment items to achieve competency. Use the Glossary of Instructional Words for specific direction.

Assessment Items:

• Knowledge Questions: Short or long-answer questions requiring responses in the spaces provided.

• Assessment Tasks: Practical activities and evidence gathering to demonstrate competence.

Your Submission:
Acknowledge all sources (websites, books, etc.) using the AIM Harvard Referencing Guide. Remove any private or sensitive information.

Submission Attempts:
Two attempts allowed; if insufficient, an alternative submission may be negotiated.

Glossary of Instructional Words

• Analyse: Break down an issue into parts, discuss relationships, and explore in detail.

• Define: Explain the meaning in your own words, including essential qualities.

• Describe: Outline main features or qualities.

• Discuss: Point out key issues, interpretations, and debate.

• Evaluate: Judge or calculate quality, importance, or value with detail.

• Explain: Make something clear or show understanding.

• Identify: Recognise and indicate required information.

• List: Record short pieces of information.

• Outline: Give a brief description of main facts or sequence.

• Summarise: Express main points concisely.

Knowledge Questions

Question 1: Identify and briefly describe three processes to identify the resource requirements for an operational plan. (70-90 words)

Question 2: Identify and briefly describe three sources of information to identify resource requirements for an operational plan. (40-50 words)

Question 3: Identify and briefly describe three methods to manage contingencies in operational planning. (40-50 words)

Question 4: Identify and briefly describe three key features of performance monitoring systems and processes. (40-50 words)

Question 5: Identify and briefly describe three common methods for problem solving. (80-100 words)

Question 6: Briefly describe methods to support staff in your own words. Provide one example each for mentoring, coaching, and supervision. (60-80 words)

Question 7: Identify and briefly describe three implementation methods for an operational plan. (80-100 words)

Question 8: Identify and briefly describe three types of financial information related to a business’ operational plan. (80-100 words)

Question 9: Provide examples of organisational objectives relevant to the following areas. Outline two typical organisational objectives. Include costs, identified shortfalls, and surpluses for each example. (80-100 words)

Assessment Tasks

You are required to demonstrate your skills and knowledge by completing each assessment task.

General Instructions:

• Reference all sources

• Name and label all documents clearly

• Video evidence must be uploaded to YouTube as unlisted and provide URL

Assessment Conditions:

• Ideally, work in a workplace or familiar business environment

• Alternative arrangements can be discussed with your assessor

Assessment Introduction

This assessment requires you to coordinate two operational plans, including preparing, implementing, and reviewing them.

An operational plan is a detailed document outlining actions, tasks, and strategies required to achieve strategic objectives.

Examples of operational plans:

• Marketing Operational Plan

• Sales Operational Plan

• Operations Operational Plan

• Financial Operational Plan

• Human Resources Operational Plan

• Supply Chain Operational Plan

You will need access to people, systems, and procedures, including:

• Consulting stakeholders about resource requirements

• Planning and acquiring physical and human resources

• Managing and supporting personnel to achieve performance objectives

Organisation Description:
Provide a brief description of your organisation, including:

• Name of organisation

• Industry/sector

• Products/services/operations

• Organisational mission

Operational Plans:
Identify and describe the two operational plans your work will be based upon.

Assessment Task 1

Part A: Develop the Operational Plans

• For each operational plan, provide at least two SMART objectives

• For each objective, include strategies, implementation methods, timeframes, responsibilities, and at least four KPIs

Part B: Consult with Stakeholders and Document Resource Requirements

• Consult at least two stakeholders to identify resource requirements (physical, human, financial)

• Document all identified requirements and provide evidence of oral communication

Part C: Plan for Contingencies

• Identify three contingency events and actions for each operational plan

• Consult at least two stakeholders

• Include potential risks, mitigation strategies, and monitoring mechanisms

Part D: Present the Proposal

• Meet relevant stakeholders to propose and discuss the operational plans

• Document stakeholder feedback and outcomes

• Draft an email summarising the discussion and outcomes

Summary of Submissions for Task 1:

• Completed templates for Parts A, B, and C

• Video evidence of consulting with stakeholders

• Written responses for Part D.1

• Draft email for Part D.2

Assessment Task 2

Part A: Assist in Recruiting and Onboarding Employees

• Support recruitment and onboarding for a Junior Administration Assistant

• Prepare job advertisement, phone interview screening questions, and reference check questions

Part B: Acquire Physical Resources and Services

• Identify acquisition methods for resources (e.g., printer, project management software)

• Research and compare at least two vendors

• Conduct cost-benefit analysis and draft email seeking approval

Part C: Support Efficient, Cost-Effective, and Safe Use of Resources

• Prepare a memo for team members on efficient, cost-effective, and safe use of the new printer

• Include at least four guidelines each for efficiency, cost, and safety

Summary of Submissions for Task 2:

• Complete written responses for Parts A and B

• Draft email for Part B

• Copy of memo for Part C

Assessment Task 3

Part A: Determine Operational and Productivity Performance

• Monitor operational plans over a minimum of two weeks

• Maintain records and assess performance against at least two KPIs

• Collate evidence such as reports, trackers, spreadsheets, graphs

Assessment Requirements 

The assessment is aligned with BSBOPS402 - Coordinate Business Operational Plans and evaluates the learner’s ability to implement, monitor, and review operational plans effectively.

Key Requirements to Be Covered:

1. Knowledge Questions:

   • Demonstrate understanding of operational planning, resource identification, contingency management, performance monitoring, problem-solving, staff support, implementation methods, and financial information.

2. Assessment Tasks:

   • Task 1: Develop, consult, and present operational plans.

     • Create SMART objectives with KPIs, strategies, responsibilities, and timeframes.

     • Consult stakeholders for resource requirements.

     • Plan for contingencies.

     • Present proposals and draft stakeholder communication.

   • Task 2: Support recruitment, onboarding, and acquisition of resources.

     • Prepare job advertisements and interview tools.

     • Compare vendors and conduct cost-benefit analysis.

     • Create memos for efficient, cost-effective, and safe use of resources.

   • Task 3: Monitor operational and productivity performance.

     • Track KPIs over at least two weeks.

     • Collate evidence (reports, spreadsheets, graphs).

     • Provide performance review and improvement recommendations.

3. Submission Requirements:

   • All documents must be clearly labelled and referenced (AIM Harvard).

   • Video evidence to be submitted as a private YouTube link.

   • Authentic, valid, sufficient, and current evidence of competence.

Assessment Approach 

The Academic Mentor guided the student step-by-step to ensure all requirements were met. The process included:

Step 1: Understanding the Unit and Requirements

• Reviewed the competency unit BSBOPS402 and aligned assessment tasks with real workplace scenarios.

• Discussed key learning outcomes, including operational planning, resource management, stakeholder engagement, monitoring performance, and contingency planning.

Step 2: Knowledge Questions

• Explained each question in detail.

• Guided the student to:

  • Define, describe, or explain operational processes, resources, performance systems, and problem-solving methods.

  • Use concise examples relevant to their organisation.

• Ensured answers were word-count appropriate and referenced correctly.

Step 3: Assessment Task 1 – Operational Plans

• Part A (Develop Plans):

  • Mentor helped draft SMART objectives for two operational plans (e.g., Marketing & HR).

  • Identified strategies, implementation methods, KPIs, responsibilities, and timelines.

• Part B (Consult Stakeholders):

  • Role-played stakeholder consultation sessions.

  • Recorded evidence and documented resource requirements (physical, human, financial).

• Part C (Contingency Planning):

  • Identified potential risks and mitigation strategies.

  • Created monitoring mechanisms for contingencies.

• Part D (Proposal Presentation):

  • Conducted mock stakeholder meetings.

  • Drafted emails summarising discussion and feedback.

Step 4: Assessment Task 2 – Recruitment and Resources

• Part A (Recruitment & Onboarding):

  • Guided student to prepare job ads, interview questions, and reference checks for a Junior Administration Assistant.

• Part B (Acquire Physical Resources):

  • Identified methods for acquiring resources like printers and software.

  • Conducted cost-benefit analysis and drafted approval emails.

• Part C (Support Resource Use):

  • Developed memo with clear guidelines for efficiency, cost-effectiveness, and safety.

Step 5: Assessment Task 3 – Monitoring Performance

• Monitored operational plans over two weeks using KPI trackers.

• Collated evidence using spreadsheets, graphs, and reports.

• Evaluated performance and prepared recommendations for improvement.

Outcome and Learning Objectives Achieved

Outcome:

• The student successfully demonstrated competency in coordinating business operational plans.

• All tasks were completed, documented, and submitted as per AIM guidelines.

• Video evidence, emails, memos, and KPI tracking records supported the assessment.

Learning Objectives Covered:

1. Planning and implementing operational plans.

2. Identifying and acquiring resources (human, financial, physical).

3. Supporting staff via mentoring, coaching, and supervision.

4. Managing contingencies and risks.

5. Monitoring and evaluating operational performance using KPIs.

6. Engaging stakeholders effectively and reporting outcomes.

7. Applying problem-solving and decision-making in operational contexts.

Final Note:
The structured guidance by the Academic Mentor ensured that the student not only completed the assessment but also gained practical skills in operational planning, resource management, and performance evaluation relevant to a real workplace.

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