BSBMGT617 Learner Workbook V1.1 (1)

Table of Contents BSBMGT617 Develop and implement a business plan Learner Workbook

Table of Contents .............................................................................................................................. 1 Instructions to Learner ..................................................................................................................... 3 Assessment instructions ................................................................................................................ 3 Assessment requirements ............................................................................................................. 6 Candidate Details ............................................................................................................................. 7 Assessment – BSBMGT617: Develop and implement a business plan ........................................... 7 Observation/Demonstration ............................................................................................................ 8 Third Party Guide .............................................................................................................................. 9 Third party details (required information from the learner) .......................................................... 9 Activities ......................................................................................................................................... 10 Activity 1A .................................................................................................................................... 10 Activity 1A checklist – for assessor .............................................................................................. 11 Activity 1B .................................................................................................................................... 12 Activity 1B checklist – for assessor ............................................................................................... 13 Activity 1C .................................................................................................................................... 14 Activity 1C checklist – for assessor ............................................................................................... 15 Activity 1D ................................................................................................................................... 16 Activity 1D checklist – for assessor .............................................................................................. 17 Activity 1E .................................................................................................................................... 18 Activity 1E checklist – for assessor ............................................................................................... 19 Activity 1F .................................................................................................................................... 20 Activity 1F checklist – for assessor ............................................................................................... 21 Activity 1G ................................................................................................................................... 22 Activity 1G checklist – for assessor .............................................................................................. 23 Activity 2A .................................................................................................................................... 24 Activity 2A checklist – for assessor .............................................................................................. 25 Activity 2B .................................................................................................................................... 26 Activity 2B checklist – for assessor ............................................................................................... 27 Activity 2C .................................................................................................................................... 28 Activity 2C checklist – for assessor ............................................................................................... 29 Activity 2D ................................................................................................................................... 30 Activity 2D checklist – for assessor .............................................................................................. 31 Activity 3A .................................................................................................................................... 32 Activity 3A checklist – for assessor .............................................................................................. 33 Activity 3B .................................................................................................................................... 34 Activity 3B checklist – for assessor ............................................................................................... 35 Activity 3C .................................................................................................................................... 36

Instructions to Learner Assessment instructions Overview Prior to commencing the assessments, your trainer/assessor will explain each assessment task and the terms and conditions relating to the submission of your assessment task. Please consult with your trainer/assessor if you are unsure of any questions. It is important that you understand and adhere to the terms and conditions, and address fully each assessment task. If any assessment task is not fully addressed, then your assessment task will be returned to you for resubmission. Your trainer/assessor will remain available to support you throughout the assessment process. Written work Assessment tasks are used to measure your understanding and underpinning skills and knowledge of the overall unit of competency. When undertaking any written assessment tasks, please ensure that you address the following criteria:  Address each question including any sub-points  Demonstrate that you have researched the topic thoroughly  Cover the topic in a logical, structured manner  Your assessment tasks are well presented, well referenced and word processed  Your assessment tasks include your full legal name on each and every page. Active participation It is a condition of enrolment that you actively participate in your studies. Active participation is completing all the assessment tasks on time. Plagiarism Plagiarism is taking and using someone else's thoughts, writings or inventions and representing them as your own. Plagiarism is a serious act and may result in a learner’s exclusion from a course. When you have any doubts about including the work of other authors in your assessment, please consult your trainer/assessor. The following list outlines some of the activities for which a learner can be accused of plagiarism:  Presenting any work by another individual as one's own unintentionally  Handing in assessments markedly similar to or copied from another learner  Presenting the work of another individual or group as their own work  Handing in assessments without the adequate acknowledgement of sources used, including assessments taken totally or in part from the internet. If it is identified that you have plagiarised within your assessment, then a meeting will be organised to discuss this with you, and further action may be taken accordingly. Collusion Collusion is the presentation by a learner of an assignment as their own that is, in fact, the result in whole or in part of unauthorised collaboration with another person or persons. Collusion involves the cooperation of two or more learners in plagiarism or other forms of academic misconduct and, as such, both parties are

subject to disciplinary action. Collusion or copying from other learners is not permitted and will result in a “0” grade and NYC. Assessments must be typed using document software such as (or similar to) MS Office. Handwritten assessments will not be accepted (unless, prior written confirmation is provided by the trainer/assessor to confirm). Competency outcome There are two outcomes of assessments: S = Satisfactory and NS = Not Satisfactory (requires more training and experience). Once the learner has satisfactorily completed all the tasks for this module the learner will be awarded “Competent” (C) or “Not yet Competent” (NYC) for the relevant unit of competency. If you are deemed “Not Yet Competent” you will be provided with feedback from your assessor and will be given another chance to resubmit your assessment task(s). If you are still deemed as “Not Yet Competent” you will be required to re-enrol in the unit of competency. Additional evidence If we, at our sole discretion, determine that we require additional or alternative information/evidence in order to determine competency, you must provide us with such information/evidence, subject to privacy and confidentiality issues. We retain this right at any time, including after submission of your assessments. Confidentiality We will treat anything, including information about your job, workplace, employer, with strict confidence, in accordance with the law. However, you are responsible for ensuring that you do not provide us with anything regarding any third party including your employer, colleagues and others, that they do not consent to the disclosure of. While we may ask you to provide information or details about aspects of your employer and workplace, you are responsible for obtaining necessary consents and ensuring that privacy rights and confidentiality obligations are not breached by you in supplying us with such information.

Assessment requirements Assessment can either be:  Direct observation  Product-based methods e.g. reports, role plays, work samples  Portfolios – annotated and validated  Questioning  Third party evidence. If submitting third party evidence, the Third Party Observation/Demonstration document must be completed by the agreed third party. Third parties can be:  Supervisors  Trainers  Team members  Clients  Consumers. The third party observation must be submitted to your trainer/assessor, as directed. The third party observation is to be used by the assessor to assist them in determining competency. The assessment activities in this workbook assess aspects of all the elements, performance criteria, skills and knowledge and performance requirements of the unit of competency. To demonstrate competence in this unit you must undertake all activities in this workbook and have them deemed satisfactory by the assessor. If you do not answer some questions or perform certain tasks, and therefore you are deemed to be Not Yet Competent, your trainer/assessor may ask you supplementary questions to determine your competence. Once you have demonstrated the required level of performance, you will be deemed competent in this unit. Should you still be deemed Not Yet Competent, you will have the opportunity to resubmit your assessments or appeal the result. As part of the assessment process, all learners must abide by any relevant assessment policies as provided during induction. If you feel you are not yet ready to be assessed or that this assessment is unfair, please contact your assessor to discuss your options. You have the right to formally appeal any outcome and, if you wish to do so, discuss this with your trainer/assessor.

Candidate Details Assessment – BSBMGT617: Develop and implement a business plan Please complete the following activities and hand in to your trainer/assessor for marking. This forms part of your assessment for BSBMGT617: Develop and implement a business plan. Name: _____________________________________________________________ Address: _____________________________________________________________ _____________________________________________________________ Email: _____________________________________________________________ Employer: _____________________________________________________________ Declaration I declare that no part of this assessment has been copied from another person’s work with the exception of where I have listed or referenced documents or work and that no part of this assessment has been written for me by another person. I also understand the assessment instructions and requirements and consent to being assessed. Signed: ____________________________________________________________ Date: ____________________________________________________________ If activities have been completed as part of a small group or in pairs, details of the learners involved should be provided below: This activity workbook has been completed by the following persons and we acknowledge that it was a fair team effort where everyone contributed equally to the work completed. We declare that no part of this assessment has been copied from another person’s work with the exception of where we have listed or referenced documents or work and that no part of this assessment has been written for us by another person. Learner 1: ____________________________________________________________ Signed: ____________________________________________________________ Learner 2: ____________________________________________________________ Signed: ____________________________________________________________ Learner 3: ____________________________________________________________ Signed: ____________________________________________________________

Third Party Guide You should supply details of the third party to the assessor before you commence the activities (see below), unless the assessor has already selected a third party themselves. The assessor can then contact the third party in instances where they require more evidence to determine competency, or they cannot observe certain tasks themselves. The reasons to use a third party may include:  Assessment is required in the workplace  Where there are health and safety issues related to observation  Patient confidentiality and privacy issues are involved. If you are not employed, or able to complete demonstrative tasks in the workplace, you will need to inform the assessor. They will be able to provide you with a simulated environment in which to complete these tasks. We would prefer that, wherever possible, these be “live” issues for your industry and require application of the principles that you are learning as part of your training. Where this is not possible, you and your third party should simulate the activity tasks and demonstrations that you believe would be likely to arise in your organisation or job role. Third party evidence can also be used to provide “everyday evidence” of tasks included in your work role that relate to the unit of competency but are not a part of the formal assessment process. The third party is not to be used as a co-assessor – the assessor must make the final decision on competency themselves. Documents relevant to collection of third party evidence are included in the Third Party section in the Observations/Demonstrations document. Third party details (required information from the learner) A third party may be required for observations or demonstrations; please provide details below of your nominated third party and obtain their signature to confirm their agreement to participate. This information will be required by your trainer/assessor in advance of arranging any future observations or demonstrations. Third party name: ______________________________________________________________ Position of third party: ______________________________________________________________ Telephone number: ______________________________________________________________ Email address: ______________________________________________________________ Declaration for nominated third party I declare my intention to act as third party for (learner’s name here) __________________________ Third party signature: _____________________________________ Date: ___________________ Activities Complete the following activities individually or in a group (as applicable to the specific activity and the assessment environment). Where applicable, a signed observation by either an approved third party or the assessor will need to be included in these activities as proof of completion.

Activity 1A Estimated Time 20 Minutes Objective To provide you with an opportunity to review and evaluate pre-existing strategic, business and operational plan, if available. Activity Complete the following individually or in a group (as applicable to the specific activity and the assessment environment): Review and evaluate your organisations pre-existing strategic, business and operational plans, if available. Does your organisation have a pre-existing strategic, business and operational plan? Briefly describe it. Yes, the commercial, strategic, and operational infrastructure required for the project will be readily available within my organisation. The present text provides a contemporary rendition of the company's origin story. The document provides a comprehensive account of not only the fundamental aim, mission, and goals, but also the practical targets and structure ( Al- Anqoudi et al., 2021 ). Activity 1A checklist – for assessor This should be used by the trainer/assessor to document the learner’s skills, knowledge and performance as relevant to the unit activity. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required. Learner’s name Assessor’s name Unit of Competence (Code and Title) Date(s) of assessment Has the activity been answered and performed fully, as required to assess the competency of the learner? Yes No (Please circle) Has sufficient evidence and information been provided by the learner for the activity? Yes No (Please circle) Comments Provide your comments here:

organisation require in order to realise their part in inspiring and nurturing the human spirit." 3. My company's ultimate objective is to create the most well-known and renowned coffeehouse chain in the world, much like Starbuck's. Here are some suggestions I have about how those objectives may be met.  Develop into the most fashionable retail chain ever.  Provide excellent goods and services and always look for ways to improve ( Alceu et al., 2020 ). Activity 1B checklist – for assessor This should be used by the trainer/assessor to document the learner’s skills, knowledge and performance as relevant to the unit activity. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required. Learner’s name Assessor’s name Unit of Competence (Code and Title) Date(s) of assessment Has the activity been answered and performed fully, as required to assess the competency of the learner? Yes No (Please circle) Has sufficient evidence and information been provided by the learner for the activity? Yes No (Please circle) Comments Provide your comments here: The learner’s performance was: Not yet satisfactory Satisfactory If not yet satisfactory, date for reassessment: Feedback to learner:

Learner’s signature Assessor’s signature Activity 1C Estimated Time 30 Minutes Objective To provide you with an opportunity to consult with key stakeholders; and review market requirements for the product or service, profile customer needs and research pricing options. Activity Complete the following individually or in a group (as applicable to the specific activity and the assessment environment): 1. Consider who your key stakeholders are. Plan a consultation meeting where stakeholders will provide you with advice on how to shape the future of the business. What are their thoughts on organisational vision, mission, values and objectives? Ans The stakeholders are: CEO General manager Regional branch manager Finance manager Operational manager HR The consultation meeting agenda: No Agenda Item Who is responsible 1. Business objective brainstorm General 2. Mission and vision statement consultation 3. Operational and financial goals Manager

Unit of Competence (Code and Title) Date(s) of assessment Has the activity been answered and performed fully, as required to assess the competency of the learner? Yes No (Please circle) Has sufficient evidence and information been provided by the learner for the activity? Yes No (Please circle) Comments Provide your comments here: The learner’s performance was: Not yet satisfactory Satisfactory If not yet satisfactory, date for reassessment: Feedback to learner: Learner’s signature Assessor’s signature Activity 1D Estimated Time 30 Minutes Objective To provide you with an opportunity to develop performance objectives and measures through consultation with key stakeholders. Activity Complete the following individually or in a group (as applicable to the specific activity and the assessment environment): Based on the consultation plan developed in Activity 1C, in groups, perform the roles of manager and employees. Discuss the changes required in employee performance to meet the needs of the strategic plan. Provide examples of performance objectives which could be issued to your employees.

The alterations in performance that are necessary for workers in order to achieve the requirements of strategic positioning in order for workers to adhere to the new performance goals are as follows:  It is essential to achieve a level of customer satisfaction equal to or greater than eight out of ten.  All staff working in restaurants are obligated to comply to the customer service standards policy in the strictest manner feasible and in the shortest period of time possible ( Anthara & Damayanti, 2018 ). Activity 1D checklist – for assessor This should be used by the trainer/assessor to document the learner’s skills, knowledge and performance as relevant to the unit activity. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required. Learner’s name Assessor’s name Unit of Competence (Code and Title) Date(s) of assessment Has the activity been answered and performed fully, as required to assess the competency of the learner? Yes No (Please circle) Has sufficient evidence and information been provided by the learner for the activity? Yes No (Please circle) Comments Provide your comments here: The learner’s performance was: Not yet satisfactory Satisfactory If not yet satisfactory, date for reassessment: Feedback to learner:

Date(s) of assessment Has the activity been answered and performed fully, as required to assess the competency of the learner? Yes No (Please circle) Has sufficient evidence and information been provided by the learner for the activity? Yes No (Please circle) Comments Provide your comments here: The learner’s performance was: Not yet satisfactory Satisfactory If not yet satisfactory, date for reassessment: Feedback to learner: Learner’s signature Assessor’s signature Activity 1F Estimated Time 25 Minutes Objective To provide you with an opportunity to consider any permits or licenses that may be required for new activity. Activity Complete the following individually or in a group (as applicable to the specific activity and the assessment environment): 1. If your company were to alter their address because of a change of location in the business plan, what steps would you need to take when updating ASIC? Anytime there is a change to a company's information, not simply with the annual report, it should be published. The necessary resources are:

 Form 484 is the document used to update firm information.  Errata for Form 492 A correction is needed if you have already notified US of changes but the statement does not reflect the correct information. You may also give us a call at 1300 300 630 to discuss the adjustments you need.  Form 362/486 Changes to a business's contact details, such as the appointment or removal of a registered agent, are reported by the firm to the appropriate authorities ( Ardiansyah & Ariyanto, 2021 ). 2. Provide three examples of factors you should cover in your code of practice. Briefly describe your company’s approach to the area. Ethics – It is a fantastic way to guarantee that everyone inside the organisation is acting in an ethical manner to get work done, and one way to do this is to have codes of practise that workers are required to follow by. Quality assurance – The organisation may implement a quality assurance system and designate a team to adhere to the system in order to ensure that the final product aligns with established standards. Equality and discrimination – An anti-discrimination policy has been established by the company to act as a guideline for all workers to adhere to in respect to concerns of equality and discrimination that may arise while they are on the job ( Barrios et al., 2019 ). Activity 1F checklist – for assessor This should be used by the trainer/assessor to document the learner’s skills, knowledge and performance as relevant to the unit activity. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required. Learner’s name Assessor’s name Unit of Competence (Code and Title) Date(s) of assessment Has the activity been answered and performed fully, as required to assess the competency of the learner? Yes No (Please circle) Has sufficient evidence and information been provided by the learner for the activity? Yes No (Please circle) Comments Provide your comments here: