0. To be done-BSBOPS601 Student Assessment Booklet V1.0 (1)

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Australian Harbour International College *

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601

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Jan 9, 2024

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Sydney Campus: Unit 1 30 Cowper Street, Parramatta, NSW 2150 RTO Code: 41104 | CRICOS Code: 04118J Website: www.atec.nsw.edu.au Phone : (02) 5850 0300 | Email : admin@atec.nsw.edu.au STUDENT ASSESSMENT BOOKLET BSBOPS601 Develop and implement business plans Student Name Submission Date
Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 1 of 27 Student Assessment Booklet This Student Assessment Booklet is for the unit BSBOPS601 Develop and implement business plans. An assessor will review your work to make sure it is satisfactory. Assessment plan Add the due dates for each task to the table below. Assessment task Due date 1. Knowledge Questions 2. Project Portfolio Submitting assessments Complete each assessment task and submit your answers to the assessor. You must also complete a cover sheet for each assessment task. Your assessor will provide feedback and a copy of your work. If you believe your assessment result is not right, you should discuss this with your assessor.
Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 2 of 27 Assessment agreement Make sure you understand what is required of you before signing this agreement. Please sign and date this agreement before you begin the assessment process. I understand the following: The assessment has been explained to me. I can discuss any special needs I have with my assessor. How the assessment decision will be made. I can re-attempt the assessment if I need to. I can discuss my assessment result if I am unhappy with the decision. I have been told the date, time and place for assessment. Student name: Student signature: Date: Assessor name: Assessor signature: Date:
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Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 3 of 27 Assessment Task 1: Questions You will be asked to complete questions on what you have learnt. Answer all questions in the spaces provided. Indicative word counts for answers are provided as a guide. This is an open-book task. You can use a Learner Guide and the internet. You can also ask your assessor to assist you if required. Evidence Your assessor will tell you how to submit your answers. Give your answers and a completed cover sheet to the assessor. Keep a copy of your work. When and where will this assessment take place? Your assessor will tell you when and where to do the assessment. There is no time limit to complete the assessment. What if the assessment is not suitable? If you cannot respond to the questions in writing, discuss this with your assessor. You may be asked to answer the questions another way, such as saying your answers out loud. What if answers are not satisfactory? If any of your answers are unsatisfactory, your assessor will give you feedback. You may need to redo some of your answers. Your assessor will explain how to do this. If you are not happy with your assessment result, discuss this with your assessor.
Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 4 of 27 Cover sheet: Assessment Task 1 Unit code Title BSBOPS601 Develop and implement business plans Student to complete Student name: Student ID: Submission date: Student statement None of this assessment has been copied from another person’s work, except where clearly noted on documents or work submitted. None of this assessment has been completed for me by another person. I understand that plagiarism is a serious offence that may lead to disciplinary action by my training organisation. Student signature: Date:
Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 5 of 27 Questions Question 1 List five (5) information that can be obtained from pre-existing strategic, business and operational plans when writing a new business plan. Question 2 Explain the importance of evaluating the organisation’s objectives, mission, vision and values of the business when developing the business plan? (60 – 70 words) Result S U Result S U
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Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 6 of 27 CASE STUDY You have recently been appointed as operations manager for a chain of retail kitchen and catering businesses. The stores offer shopping and in-house dining with a sidewalk café area. They serve alcohol and offer a takeaway menu. As a new manager you are focused on making sure the team knows how to work with the business plan. Question 3 Investigate the legislative and organisational frameworks which could impact planning for this business. Provide the following: a) three legislative frameworks b) two permits or licenses required in this industry c) two examples of organisational frameworks which may apply to this kind of business Result S U Result S U Result S U
Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 7 of 27 Question 4 Explain the importance of profiling customer needs when reviewing market requirements for products and services. (50 – 60 words) Question 5 You decide to introduce selling bags of coffee beans and invite the team to brainstorm on pricing strategies. List four (4) questions you expect the team to ask to determine the appropriate pricing strategy for the new food item. Result S U Result S U
Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 8 of 27 Question 6 If a business plan has an objective of improving customer satisfaction, describe three (3) performance measures that could be used to measure customer satisfaction. Question 7 Consider this statement, ‘Increase revenue by 15 per cent (compared to the previous 12 months) by the end of the financial year’. Explain how this is a SMART goal. Result S U Result S U
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Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 9 of 27 Question 8 a) List three (3) examples of internal stakeholders who may be involved in business planning. b) List three (3) examples of external stakeholders who may be involved in business planning. Question 9 Why is it important to consult with stakeholders in the business planning process? (30 – 40 words) Result S U Result S U Result S U
Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 10 of 27 Question 10 What is the purpose of a SWOT analysis in a business planning process? (60 – 70 words) Question 11 List three (3) questions that need to be considered in determining required resources for the business plan development. Result S U Result S U
Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 11 of 27 Question 12 Outline the key steps involved in developing a business plan. (50 – 60 words) Question 13 List three (3) methods that can be used to communicate the business plan to stakeholders within a large organisation. Result S U Result S U
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Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 12 of 27 Question 14 List three (3) methods that can be used to confirm skilled labour is available to implement the business plan. Question 15 List the five (5) steps in the process of testing performance measurement system. Result S U Result S U
Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 13 of 27 Question 16 Businesses use reports to assess the health of the business and to determine if performance is meeting expectations. Use at least two (2) examples of areas of the business which need to be reported on. (10 – 30 words per example) Question 17 List two common reasons for system failure and what actions should be taken in these cases. (20 – 30 words per example) Result S U Result S U
Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 14 of 27 Question 18 Which of the following statements are correct? Select ‘Yes’ or ‘No’ for each one. Making sure the team continues working productively is critical and involves analysing performance against planned objectives. Yes / No Once reviews of performance against objectives have been undertaken, the reports can be signed off until the next review. Yes / No The organisation’s triple bottom line must be monitored and reviewed each month. Yes / No In considering the variance, it is important to determine the acceptable variance level and the reason for the variances so you can plan for any necessary corrections. Yes / No Question 19 Having identified the reasons for non-performance, match each performance development support with the staff member and their issues. A. Coaching B. Mentoring C. Training-accredited D. Job rotation Anna is in line for a promotion to supervisor. She has been performing well but you have identified she will need specific support to meet the requirements of the new role. Jac has skills but is a little unclear about how the department fits into the organisation. She would benefit from one-on-one support from her manager. Bobbi is struggling to understand how her work in sales affects the accounts department, this has been causing difficulties for both teams. Max has been working at her current role for a while but is losing interest. She is a valuable member of the team and you need to help her prepare for another challenge. Result S U Result S U
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Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 15 of 27 Question 20 Which of the following statements are correct? Select ‘Yes’ or ‘No’ for each one and briefly explain why you answered this way. Regular review processes need to be built into the business plan to ensure the performance measures and strategies remain relevant. Every 12 months is often enough for a review. Yes / No Regular review processes exist to enable managers to gather timely and relevant information and help with decision making and continuous improvement. Yes / No Result S U
Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 16 of 27 Assessment Task 2: Project Instructions to student You will be asked to complete a project on what you have learnt. Read and respond to the project instructions. This is an open-book task. You can use a Learner Guide and the internet. You can also ask your assessor to assist you if required. Instructions to student You will need to confirm your topic with your assessor prior to beginning, to ensure that the topic chosen is suitable to address the project requirements. Throughout this project, you will need to consult with key stakeholders, seeking their input, providing regular updates and presenting key findings at the end of the project. Required resources Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to challenges and situations to demonstrate the application of performance evidence. Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards. Evidence Your assessor will tell you how to submit your answers. Give your answers and a completed cover sheet to the assessor. Keep a copy of your work. When and where will this assessment take place? Your assessor will tell you when and where to do the assessment. What if the assessment is not suitable? If you cannot complete the project in writing, discuss this with your assessor. You may be asked to complete a different project. What if responses are not satisfactory? If any of your responses are unsatisfactory, your assessor will give you feedback. You may need to redo some of your responses. Your assessor will explain how to do this. If you are not happy with your assessment result, discuss this with your assessor.
Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 17 of 27 Cover sheet: Assessment Task 2 Unit code Title BSBOPS601 Develop and implement business plans Student to complete Student name: Student ID: Submission date: Student statement None of this assessment has been copied from another person’s work, except where clearly noted on documents or work submitted. None of this assessment has been completed for me by another person. I understand that plagiarism is a serious offence that may lead to disciplinary action by my training organisation. Student signature: Date:
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Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 18 of 27 Project Instructions Task 1 – Develop a Business Plan Task summary This assessment task requires you to research and analyse information to get prepared for the development of a business plan for Ozhouse Clean. You will then prepare for a meeting to consult with at least two stakeholders (your assessor and an allocated classmate) to develop performance objectives and measures for your business plan. Following this, you will then to develop a formal business plan using appropriate language and terminology. Required Access to textbooks/other learning materials Computer with Microsoft Office Access to internet to research information if needed Ozhouse Clean Operational Plan 2022 - 2023 Project Portfolio document Space for a meeting Role play participants Timing Your assessor will advise you of the due date of these submissions. Submit Project Portfolio with completed Section 1 and 2 o Existing plans/organisational requirements Business plan
Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 19 of 27 Instructions Read the following background information on the case study organisation. Ozhouse Clean is based in Melbourne and offers professional, residential cleaning services, including regular home cleans, as well as spring cleans. The company was established in 2005 and is a family business established by James and Nancy Anderson. James and Nancy are the Directors of the company and finance any business expansion themselves. Their daughters, Amanda and Sarah, are also Directors and manage the business for their parents who are not involved operationally. Amanda is the Operations Manager and Sarah is the Administration Manager. Sales revenue for the company for the financial year ending 2022 was $300,000. As the operational plan aims to increase the number of clients by 10% in 2023, the targeting financial sales revenue for 2023 is $330,000. The target customers are people in the greater Melbourne region who want a professional, trustworthy and immaculate cleaning service. The company currently has approximately 70 regular and loyal clients, based around Melbourne inner city. These clients require regular home cleaning, either weekly or once every two weeks for 4 to 6 hours. A standard hourly rate of $40 is charged. The company employs 15 cleaners, all of whom are part-time contract staff working between 10 and 15 hours a week. Staff receive an hourly rate of $25 per hour. Currently, marketing is via a website, but a large proportion of the company’s work comes through word of mouth from existing customers. All ongoing cleaning supplies are currently purchased from Total Cleaning Supplies in Melbourne. However, this company does not currently offer environmentally friendly products. The company sees its point of difference from competitors as being a small family business, with a focus on quality and happy and contented staff and customers. The management team understands this point of difference may need to change as the business grows and clear plans are necessary. While it has developed an operational priorities plan, the information in the plan is limited and is for the upcoming year only. As Operations Manager, Amanda has been asked by her father to write a business plan for OzHouse Clean. At a recent meeting, the directors decided to focus on Ozhouse Clean’s staff retention, its customer base (e.g. number and diversity), the services offered (quality and quantity) and the environmental impact of Ozhouse Clean (both internally and externally). Other factors discussed at the meeting include: the need for more management or administrative staff (although Amanda manages marketing, she is not skilled in this area and a skilled marketing officer may be needed). the possibility of employing a number of full-time, permanent cleaning staff (partly because there is a high turnover of casual staff and little loyalty to the company). different ways of marketing, especially to attract commercial customers. a desire for 100% customer satisfaction. a reminder to Sarah to review, renew and pay the existing public liability insurance policy. At the meeting, James and Nancy committed to financing $4000 towards the cost of an industrial carpet cleaning machine. All other costs must be recovered by the increased sales and new pricing arrangements. It is
Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 20 of 27 estimated that the purchase of environmentally friendly cleaning products will be an additional $10,000 per month (eco-friendly products are more expensive). Staff costs for employing a full-time cleaner is $55,000 per year $40,000 per year for a part-time marketing assistant. Activities Complete the following activities in conjunction of reading the provided Ozhouse Clean Operational Plan 2022 - 2023: 1. Planning for your business plan Complete Section 1 of your Project Portfolio . To do this, you need to: describe the legislative and regulatory requirements relevant to developing your business plan. describe the organisational requirements relevant to developing your business plan, including: o pre-existing strategic, business and operational plans o existing business vision, mission, values, objectives, goals, financial targets, management arrangements and marketing strategies. research the market requirements for your business’ products/services/programs (include mathematical information in your research). research information relevant to the competitors of your business and business plan (include at least one competitor and include mathematical information in your research). research other industry-related information. analyse your business (consider the research you’ve done on the vision, mission, values, objectives, goals, competitors, financial targets, management arrangements and marketing approaches). Make sure you have answered all questions in Section 1. Submit to your assessor for review. You are also required to attach certain documents as part of your evidence – review the documents you need to attach as outlined in Section 1 of the Project Portfolio and make sure you attach these when you submit this section. You will use the work done in this section of the Portfolio to meet with stakeholders, discuss key aspects of your business and develop a business plan. 2. Developing your business plan Meet with at least two stakeholders to develop performance objectives and measures for key aspects of your business. These must include productivity and performance targets for at least three key result areas. a) Before meeting with the stakeholders, complete the relevant section in Section 2 of your Project Portfolio to prepare for the meeting. b) Conduct meeting
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Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 21 of 27 The meeting should take 30 minutes. Your assessor and an allocated classmate will play the role of stakeholders for the meeting. Your assessor can provide you with more details at this step. Make sure you follow the instructions above and meet the timeframes allocated. As the meeting, you are required to: lead a team facilitate group interaction influence the direction of the outcomes of the meeting present information/seek advice (using appropriate language, listening to the views of others, asking questions to clarify and confirm understanding). You will be assessed on this. c) Continue completing Section 2 of your Project Portfolio . To do this, you need to: develop performance objectives and measures for your business plan (include at least one financial indicator such as revenue). identify any licence or permit requirements to be included in your business plan. describe your proposed marketing strategy. identify financial, human and physical resource requirements for your business plan (at least one each). d) use the work done in above steps to develop a written business plan that includes: a description of the business products and services financial, physical and human resources requirements regulatory requirements marketing strategy financial indicators productivity and performance targets for key result areas. Note: Use appropriate business language and terminology. Make sure you have answered all questions in Section 2 . Submit to your assessor for review. You are also required to attach certain documents as part of your evidence – review the documents you need to attach as outlined in Section 2 of the Project Portfolio and make sure you attach these when you submit this section. You will use the work done in this section of the Portfolio to implement, monitor and evaluate your business plan and the related performance.
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Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 22 of 27 Task 2 – Implement and Monitor a Business Plan Task summary This assessment task requires you to implement the business plan developed in Task 1. You will then to test one performance measurement system associated with your business plan. Following this, you will be required to write a report on the outcomes of your business plan. Required Access to textbooks/other learning materials Computer with Microsoft Office Access to internet to research information if needed Project Portfolio document Space for a presentation Role play participants Timing Your assessor will advise you of the due date of these submissions. Submit Completion of section 3 of the project portfolio Presentation Slides Email to Administration Manager confirming the availability of existing employees to implement the business plan Email to new Marketing Assistant with a staff survey attached Report on outcomes of the business plan
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Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 23 of 27 Instructions Read the following background information on the case study organisation. The owners of Ozhouse Clean, James and Nancy, requested that Amanda (Operations Manager) presents the new business plan at the next board meeting to all directors (two weeks’ time). They instructed Sarah (Administrative Manager) to ensure that all staff are committed and available to implement the business plan. After one month: Amanda has spent a lot of time sourcing and negotiating a reliable supplier of eco-friendly cleaning products. She has narrowed down the list of potential suppliers to two suppliers but must still finalise her decision and notify clients. She has requested (via email to James and Nancy, the owners) another two months to do so. Sarah has renewed and paid the public insurance liability policy. After two months: In preparation for appointing a marketing assistant, Sarah developed the following job description: coordinates multiple channels of marketing strategies solves problems for customers by developing innovative and tailored sales solutions directs social media strategies evaluates performances of marketing campaigns analyses customer feedback from social media platforms builds and maintains client relations possesses deep knowledge of business product offering and value proposition. A marketing assistant and one permanent cleaner have been employed. The marketing assistant has described their understanding of the job role as follows: I run marketing strategies using a range of channels (including social media) I develop sales solutions to meet customer needs I run marketing campaigns I check social media to review customer feedback. So far, the marketing assistant has found 6 positive reviews and 2 negative reviews online, but is unsure of how to respond to negative comments in a positive and proactive way. After three months: Amanda has purchased an industrial carpet cleaner and trained the permanent cleaner to use the machine. This training included a demonstration of how to safely lift and manoeuvre heavy objects according to Workplace Health and Safety requirements. The new marketing assistant now fully understands their job role, and has advertised the new carpet cleaning service and eco-friendly cleaning product option on social media and the business’ website. An email has been
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Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 24 of 27 sent to customers making them aware of the new service and product options. The marketing assistant has requested that she has clear performance requirements, such as: Run weekly social media posts. Respond to every review comment. Personally call each customer once a quarter, Researches one new service every quarter. Ozhouse Clean has 4 new regular customers who have been looking for an eco-friendly cleaner. The marketing assistant has found 10 additional positive reviews and 1 negative review online. The owners have requested that the business targets at least two carpet cleaning customers a month. Activities Complete the following activities: 1. Present your business plan to all relevant stakeholders (your assessor and classmates) Using the information included in the business plan you developed in Task 1 to prepare a PowerPoint presentation (10 – 15 slides). Deliver a 15 – 20 minutes presentation session at a time to be arranged with your assessor in which you will use your presentation from task to communicate the business plan with all relevant stakeholders (Assessor and /or other students). Include the PowerPoint slides as evidence in your Project Portfolio and submit to your assessor. 2. Send an email to the Administration Manager. Draft an email to the Administration Manager Sarah to confirm the availability of existing employees to implement the business plan. The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style. Your assessor will send you an email in the role of the Administration Manager, providing you with confirmation and/or feedback.
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Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 25 of 27 3. Conduct a survey to test performance Read the job description of the new marketing assistants in the case study and to create a staff survey to provide the new marketing assistants to test their understanding of the role. Email the survey to the new marketing assistant (your assessor) and ask the marketing assistant to complete the survey and email back to you. The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style. Your assessor will send you an email in the role of the new marketing assistant, providing you with the completed survey. 4. Informal discussion with marketing assistant (your assessor) Analyse the completed survey in Activity 3, you identify that the marketing assistant has included part of the job description in his/her understanding of the job role, he/she has not identified all requirements. You will need to have an informal discussion with the marketing assistant to report the failure and variances to your business plan. Your assessor will be acting as the marketing assistant. The discussion should be approximately 10 minutes. 5. Complete Section 3 of your Project Portfolio. To do this, you need to: identified failures (system, product and/or service) and variances to your business plan refine performance measurement systems (if required) evaluate the legislative compliance of the business evaluate the key aspects of the business against the planned objectives (assume this evaluation take s place three months after the business plan has been communicated to the directors) refine performance indicators (if required)
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Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 26 of 27 Task 3 – Evaluate Staff Performance Task summary This assessment task requires you to provide a coaching conversation to the new Marketing Assistant. Then you will need to create a performance review plan for the Marketing Assistant Required Access to textbooks/other learning materials Computer with Microsoft Office Access to internet to research information if needed Role play participants Timing Your assessor will advise you of the due date of these submissions. Submit Performance review template Report on business plan outcomes
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Version: 1.0 08/08/2023 Australian Training and Education College Pty Ltd t/a Australian Training and Education College BSBOPS601 | Student Assessment Booklet Page 27 of 27 Activities Complete the following activities: 1. Provide a coaching conversation to the new Marketing Assistant (your assessor) Deliver a 10 – 15 minutes coaching conversation at a time to be arranged with your assessor as the new marketing assistant is unsure of how to respond to negative online review comments in a positive and proactive way. During the conversation, you will need to Identify the reason for underperforming Guide the new marketing assistant to identify appropriate way to complete the task Provide constructive feedback and encouragement keep your language non-threatening and maintain positive questioning and active listening. 2. Produce a performance review template for the new Marketing Assistance (your assessor) Read the case study information to create a performance review template that can be used at performance reviews for the new Marketing Assistance. The template should reflect the new performance requirements included in the case study information. 3. Report on outcomes of your business plan Read the case study information and use the information you have collected from the above activities to create a report on the outcomes of the business plan, including: Performance of key aspects and objectives of the business Strengths and weaknesses of your business plan 4. Submit your completed Project Portfolio Make sure you have completed all sections of your Project Portfolio , answered all questions, provided enough detail as indicated and proofread for spelling and grammar as necessary. Remember to submit all necessary attachments as indicated.
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