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Student Assessment
Assessment
Project Assessment Task 1 — ASSESSOR INSTRUCTIONS
These instructions must be followed when assessing the student in this unit, The checklist on the following page FS to De completed for each student. Please refer to separate mapping document for specific details relating to alignment of this task to the unit
requirements.
Each student has been given the following brief.
-You have been employed by Canterbury Renovations, which is a start-up cabinet making business, Your role is to help develop and implement strategic plans that support the direction and aspirations of the business.
You are to obtain a copy of the business plan from your employer (who will be role-played by your assessor), and read it carefully. Once understood, you are to arrange a time to meet with your employer (your assessor) to identify company goals and aspirations, and to clarify the business plan where required.
Next, you are to develop a detailed operational plan that ensures the objectives and strategies outlined are met by work teams. As a minimum, your operational plan must outline:
• Strategies
• Performance criteria
• Tirneframes
• Budgets
• Responsibilities
• Resources
It is important that you also include details on how the plan will be implemented, monitored and reviewed!
Along with your operational Man, you are to develop and provide all relevant policies and procedures relating to:
• recruitment (including induction and staff development)
• acquiring physical resources /services
• protecting organisational intellectual property
It is important that you:
• Detail any specific resource requirements
• Include a detailed consultation process
• Include kip, 's to measure organisational performance
• Include contingency plans at appropriate stages
• Include strategies for the recruitment / or induction or employees
• Include relevant forecasts or budgets as required
• Detail each strategy with an assigned priority, a timeframe. responsible parties and measurable
performance indicators
Once developed, you are to arrange a meeting with your assessor, who will role-play your supervisor. The purpose of this meeting is to explain and gain approval for the implementation of your plan. You must be well prepared for this meeting, as your supervisor will be asking you detailed questions, and reasons for your
proposal.
This assessment may also be undertaken in your workplace, using data relevant to your organisation.
Assessment Summary
You are to submit the following
• Detailed operational plan
• Supporting policies and procedures-
SPECIFIC ASSESSOR NOTES
For this task, you are to role-play the candidate's supervisor. This will require you to be available for

the student in regards to:
Initial conversations - gaining business concept, budgets and direction
o Ongoing conversations - to discuss progress as appropriate to client
0 Authorisation conversation - to review the candidate's submission, and ask probing questions to ensure the candidate comprehends what they have written.
• When approving the operational plan, you are to request for the student to make at least 1 variation. You should ask for a variation that is relevant to the plan, but may affect other components - such as the communication procedure, or acquisition strategy. The student needs to consider your request in terms of how the variation will affect the rest of the plan before coming to a decision. This task should demonstrate negotiation skills by the candidate.
• This assessment is primarily focused on the student's ability to develop and review their operational plan. Implementation will occur in Assessment 2
• You may substitute the business plan provided with any other business plan for this task This assessment may be undertaken in the following formats:
• On the job. These assessments must:
O using a registered and operating workplace
a ensure access to customers relevant to the work role and unit requirements
o ensure access to staff members / colleagues
o ensure candidate is working in a suitable role to the unit (i.e. - candidates undertaking units
requiring staff supervision must have staff to supervise, and authority to do so)
ensure access to relevant, working and current tools and equipment as appropriate to the
unit requirement
substitute the provided data with relevant data from the students' work-place
• Classroom I Simulated environment. These assessments must
Simulation is a form of evidence gathering that involves the candidate in completing or dealing with a task, activity or problem in an off-the-job situation that replicates the workplace context. Documented definitions (such as in the TAA Glossary) state -Simulations vary from recreating realistic workplace situations such as in the use of flight simulators, through the creation of role plays based on workplace scenarios to the reconstruction of a business situation on a spreadsheet. In developing simulations, the emphasis IS not so much on reproducing the external circumstance but on creating situations in which candidates are able to demonstrate:
• technical skills
• underpinning knowledge
• generic skills such as decision making and problem solving
• workplace practices such as effective communication -
In conducting training and assessment in a simulated workplace environment. trainers and assessors must make sure that the simulated environment gives the learner the opportunity to meet the following critical criteria:
^ Quality — The work is of the standard required for entry into the industry.
• Productivity — The work is performed within a timeframe appropriate for entry to the industry.
• Safety — The work is performed in a manner that meets industry safety standards.

Student Assessment
Each assessment has taken the following aspects into consideration, to ensure any
simulations provide for integrated assessment of competence. This includes:
• performing the task (task skills)
managing a number of tasks (task management skills)
^ dealing with workplace irregularities such as unexpected problems, breakdowns and
changes in routine (contingency management skills)
• fulfilling the responsibilities and expectations of the job and workplace, including working with others (job/role environment skills)
^ transferring competencies to new contexts.
Assessment activities must be realistic and reasonable in terms of scale. Assessment conducted under simulated conditions should reflect those typically found in the workplace. Where appropriate to the UOC, simulated environment should allow the learner to:
^ deal with typical customers. including difficult customers and diverse types of customers
• use facilities, equipment and materials that meet current industry standards
• plan and prioritise multiple tasks to meet deadlines
• experience the typical workflow for the industry
^ require adherence to service standards, workplace procedures. health and safety requirements
• work with others as part of a team
^ consider constraints and pressures met in the workplace, e.g. budget, time, availability of resources
o If a simulated workplace is used, it must allow for distractions such as background noises, ringing telephones, interruptions, etc As this is a business unit, a simulated environment may also include an office environment with office equipment and computers. Each student must dress appropriately and professionally in line with workplace standards.
For each assessment, you are not to interfere. In the event that the assessment is activities will impact on the safety of a student or bystander, the assessment must be stopped immediately
ASSESSMENT TASK 'I
Result: Satisfactory I Not Satisfactory I Not Assessed
Name: Signature: Date:
Student Declaration: I declare that I have been assessed in this unit, and I have been advised of my result. I also am aware of my appeal rights.
Assessor: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback
Name
Signature.
Date:
JIM
8SSIVIGT517 Student Assessment V7.0 January ZOIY 091
Project Assessment Task 2 — STUDENT INFORMATION
This information is to be handed to each student to outline the assessment requirements.
Following Assessment 1, you are to prepare for and implement your operational plan in part.
Your implementation will encompass running a meeting for your team in which you:
• Explain and discuss the operational plan in detail
• Allocate responsibilities for at least 2 different strategies outlined within the plan
• Instruct 1 mentor each person to whom you have allocated a responsibility to, to ensure they understand and are empowered to perform their allocated task
• Ensure each staff member are trained in the following strategies - as appropriate to their
allocated responsibility / strategy
recruitment
resource allocation
intellectual property
It is important that you are prepared for this session, ensuring you:
• prepare for the session to ensure everything is covered
• develop and provide relevant documentation supporting materials to your team
Your assessor will observe you running the meeting.
Meeting Context
• Each meeting will consist of yourself (running the meeting), and at least 2 other people. who will role-play the employees. Other people may include trainers or students from your course
Things to consider whilst performing this task.
• Be organised - prepare and plan for the session thoroughly.
• Know your position
• Know your company
• Arrange access to all required documentation for this process
• Be prepared to ask questions
• Be prepared to be asked questions
Things to consider whilst role-playing an employee-
• Be prepared
• Act professionally throughout the process
• Be prepared to ask questions when you require more information
• Answer all questions to the best of your ability
• Make sure that by the end of the session, you are fully aware of the strategy you have been allocated, along with the actions you would need to perform to achieve this.
Remember, you will be required to both run the meeting, and role-play an employee (during another students' assessment), so be sure to perform at your best at ail times.
Assessment Summary
You are to submit the following
• Your meeting plan
• Copies of documentation provided to employees
• Your assessor will observe you running the meeting
This task will be assessed on:
Project Assessment Task 2 — ASSESSOR INSTRUCTIONS
These instructions must be followed when assessing the student in this unit. The checklist on the following page is to be completed for each student. Please refer to separate mapping document for specific details relating to alignment of this task to the unit
requirements.
Each student has been given the following brief:
-Following Assessment 1, you are to prepare for and implement your operational plan in part.
Your implementation will encompass running a meeting for your team in which you:
• Explain and discuss the operational plan in detail
• Allocate responsibilities for at least 2 different strategies outlined within the plan
• Instruct I mentor each person to whom you have allocated a responsibility to, to ensure they understand and are empowered to perform their allocated task
• Ensure each staff member are trained in the following strategies - as appropriate to their allocated responsibility / strategy
• recruitment
• resource allocation
• intellectual property
It is important that you are prepared for this session, ensuring you:
• prepare for the session to ensure everything is covered
• develop and provide relevant documentation 'supporting materials to your team
Your assessor will observe you running the meeting.
Meeting Context
• Each meeting will consist of yourself (running the meeting), and at least 2 other people, who will role-play the employees.. Other people may include trainers or students from your course
Things to consider whilst performing this task:
• Be Organised - prepare and plan for the session thoroughly
• Know your position
• Know your company
• Arrange access to all required documentation for this process
• Be prepared to ask questions
• Be prepared to be asked questions
Things to consider whilst role-playing an employee:
• Be prepared
Act professionally throughout the process — use it as practice for real job applicants

• Be prepared to ask questions when you require more information
• Answer all questions to the best of your ability
• Make sure that by the end of the session, you are fully aware of the strategy you have been allocated, along with the actions you would need to perform to achieve this.
Remember, you will be required to both run the meeting, and role-play an employee (during another students assessment), so be sure to perform at your best at all times.
Assessment Summary
You are to submit the following
• Your meeting plan
• Copies of documentation provided to employees
• Your assessor will observe you running the meeting- ASSESSOR NOTES
• Option I — You are to observe this student conduct the session with actual employees within their workplace.
Option 2 — You are to use other class members to role-play act as employees for this task, These class members will play the role of employees, and you are to observe them conduct the session.
Each student is to rotate to allow each to conduct the session, and the other students sit through as an 'employee-.
Option 2 Details:
In their preparation, students should develop a plan, handouts for new employees, and overheads / learning aids as appropriate
Option 2 will be achieved by splitting your candidates into groups of up to 3 (to be split on
the day of assessment, with each group being a mix of -class personalities-). Each group is to be assessed as follows:
This assessment may be undertaken in the following formats:
• On the job. These assessments must
o using a registered and operating workplace
o ensure access to customers relevant to the work role and unit requirements
o ensure access to staff members / colleagues
o ensure candidate is working in a suitable role to the unit (i_e. - candidates undertaking units
requiring staff supervision must have staff to supervise, and authority to do so)
ensure access to relevant, working and current tools arid equipment as appropriate to the
unit requirement
substitute the provided data with relevant data from the students' work-place
• Classroom I Simulated environment. These assessments must
Simulation is a form of evidence gathering that involves the candidate in completing or dealing with a task, activity or problem in an off-the-job situation that replicates the workplace context. Documented definitions (such as in the TAA Glossary) state -Simulations vary from recreating realistic workplace situations such as in the use of flight simulators, through the creation of role plays based on workplace scenarios to the reconstruction of a business situation on a spreadsheet. in developing simulations, the emphasis is riot so much on reproducing the external circumstance but on creating situations in which candidates are able to demonstrate:
• technical skills
• underpinning knowledge
• generic skills such as decision making and problem solving
• workplace practices such as effective communication
Student I Student 2
(To role-play an (To role-play an
employee) employee)
to meet the following critical criteria:
In conducting training and assessment in a simulated workplace environment, trainers and
assessors must make sure that the simulated environment gives the learner the opportunity's Quality - The work is of the standard required for entry into the industry
. Productivity - The work is performed within a timefrarne appropriate for entry to the' industry_
^ Safety - The work is performed in a manner that meets industry safety standards.
Each assessment has taken the following aspects into consideration, to ensure any
Simulations provide for integrated assessment of competence. This includes
• performing the task (task skills)
^ managing a number of tasks (task management skills)
• dealing with workplace irregularities such as unexpected problems. breakdowns and changes in routine (contingency management skills)
^ fulfilling the responsibilities and expectations of the job and workplace, including working with others (joblrole environment skills)
• transferring competencies to new contexts.
- Assessment activities must be realistic and reasonable in terms of scale. Assessment conducted under simulated conditions should reflect those typically found in the workplace. Where appropriate to the UOC, simulated environment should allow the learner to:
• dear with typical customers. including difficult customers and diverse types of
customers
use faciftes: equipment and materials that meet current industry standards
• plan and -:.trioritise multiple tasks to meet deadlines
• experience the typical workflow for the industry
• require adherence to service standards. workplace procedures: health and safety requirements
^ work with others as part of a team
^ consider constraints and pressures met in the workplace, e.g. budget. time, availability of resources
If a simulated workplace is used, it must allow for distractions such as background noises, ringing telephones, interruptions, etc. As this is a business unit, a simulated environment may also include an office environment with office equipment and computers. Each student: must dress appropriately and professionally in line with workplace standards.
For each assessment, you are not to interfere. In the event that the assessment is activities will impact On the safety of a student or bystander, the assessment must be stopped
immediately
77rds rnformatoan a to 12a handed to each sitedent t4 ouiGno fllo esse&smern recyjiromanls
For this assessment, you are to interview your assessor and gather the required data to review the implementation of your operational plan. To perform this task satisfactorily, you must be prepared. as your assessor wdl only provide you with answers to questions asked.
In performing this task, you should:
• Consider your operational plan developed in Assessment
• identify the type of information required to determine the effectiveness of each strategy
• Assess the profitability and productivity outcomes of each strategy
• Identify areas of underperformance
• Identify improvements that are appropriate to ensure the viability of the operational plan
Once you have gathered this information, you are to provide a written report that:
• comments on the effectiveness of the plans implementation
• reviews the financial outcome (in terms of viability, profitability and productivity) of each strategy
• outlines the areas of underperforrnance, along with recommendations for improvements
• includes an amended version of your operational plan, with the changes highlighted
• outlines Fn detail how the changes will be implemented
Assessment Summary
You are to submit the following
• The detailed report as outlined above
This assessment is due on. _
Project Assessment Task 3 ASSESSOR INSTRUCTIONS These instructions must be toll owed man s 5Sessinglhe student in this unit. The. checking o n
_For this assessment, you are to interview your Sasess.or and gather the required dale to review the
implementation of your operational plan. To perform this task satisfactorily. yoD must be Prepared, as your assessor will Only provide you with answers to questions asked
In performing this task, you should:
• Consider your operational plan developed in Assessment -I
• nt-fly the type of information required to determine the effectiveness of each strategy
• Assess the profitability and productivity outcomes of each strategy
• Identify areas of underperformance
• Identify iMprovements that are appropriate lo ensure the viability of the operational Mar Once you have gathered this information, you are to provide written
• commentsM
on the effectiveness of the is
implementation report that
.11 reviews the financial outcome (in terms of viability, profitability and prothictivily) of each strategy
• outlines the areas of underperformance, along with recommendations for improvements
• includes an 6rmended version of your operational plan, with the changes highlighted
• outlines in detail how the changes will be implemented
Assessment Summary
You are to submit the following
• The detailed report as outlined above-
SPECIFIC ASSESSOR NOTES
6 The purpose of this assessment is for the student to gather and evaluate information regarding the
operational plan implantation, and provide recommendations focusing on improvements.
• For this task, you are to role-play a stakeholder relevant to the student's operational plan. This will require you to be available for the student to answer questions asked. To maintain the validity of the assessment, it is important that you only answer questions asked, and not lead the student in any way. This is to ensure the student can prepare themselves, and identify the
it required to enable them to review the operational plan in its entirety_
• In order for you to assess the student, you will need access to their original operational plan, which will include strategies, budgets, resources, staffing, responsibilities and review strategy_ You are to
provide (when asked), 'Tactual figures / outcomes- to the student, that are appropriate to the strategy provided. You must ensure:
at least one outcome is over budget (by at least 25%)
o at least one outcome is not rnet on time (for reasons of staffing or resource availability}
• You may provide excuses including, but not limited to
O the staff were not reliable
o inadequate training
O purchasing of inadequate resources
vendor supply issues
This assessment may be undertaken in the following formats:
On the job. These assessments must:
c) using a registered and operating workplace
as9mal517 Student ASsessment v2.0 January 1017 Page 11 crf

Student Assessment
ti ensure access to customers relevant to the won role and unit requirements
ensure access to staff members./ colleagues
ensure candidate is working in a suitable role to the unit (i.e. - candidates undertaking units
requiring staff supervision must have staff to supervise, and authority to do so)
ensure access to relevant, working and current tools and equipment as appropriate to the
unit requirement
substitute the provided data with relevant data from the students' work-place
• Classroom / Simulated environment. These assessments must
Simulation is a form of evidence gathering that involves the candidate in completing or dealing with a task. activity or problem in an off-the-job situation that replicates the workplace context Documented definitions (such as in the TAA Glossary) state 'Simulations vary from recreating realistic workplace situations such as in the use of flight simulators. through the creation of role plays based on workplace scenarios to Me reconstruction of a business situation on a spreadsheet. In developing simulations, the emphasis is not so much on reproducing the external circumstance but on creating situations in which candidates are able to demonstrate:
• technical skills
^ underpinning knowledge
generic skills such as decision making and problem solving
^ workplace practices such as effective communication -
o In conducting training and assessment in a simulated workplace environment, trainers and assessors must make sure that the simulated environment gives the learner the opportunity to meet the following critical criteria:
^ Quality — The work is of the standard required for entry into the industry.
^ Productivity —The work is performed within a timeframe appropriate for entry to the industry.
^ Safety —The work is performed in a manner that meets industry safety standards.
^ Each assessment has taken the following aspects into consideration. to ensure any simulations provide for integrated assessment of competence. This includes:
^ performing the task (task skills)
^ managing a number of tasks (task management skills)
dealing with workplace irregularities such as unexpected problems, breakdowns and
changes in routine (contingency management skills)
^ fulfilling the responsibilities and expectations of the job and workplace, including working with others (job/role environment skills)
^ transferring competencies to new contexts.
Assessment activities must be realistic and reasonable in terms of scale. Assessment conducted under simulated conditions should reflect those typically found in the workplace Where appropriate to the UOC, simulated environment should allow the learner to:
^ deal with typical customers, including difficult customers and diverse types of customers
^ use facilities, equipment and materials that meet current industry standards
^ plan and prioritise multiple tasks to meet deadlines
^ experience the typical workflow for the industry
a require adherence to service standards, workplace procedures, health and safety
requirements
• work with others as part of a team
consider constraints and pressures met in the workplace, e.g. budget, time,

availability of resources
o If a simulated workplace is used, it must allow for distractions such as background noises, ringing telephones, interruptions. etc. As this is a business unit, a simulated environment may also include an office environment with office equipment and computers. Each student must dress appropriately and professionally in line with workplace standards.
For each assessment, you are not to interfere. In the event that the assessment is activities will impact on the safety of a student or bystander, the assessment must be stopped immediately
ASSESSMENT TASK 3
Result: Satisfactory Not Satisfactory Not Assessed
Student Declaration; I declare that r have been assessed in this unit, and I have been advised of my result. I also am aware of my appeal rights.
Name: Signature: Date:
Name: Signature;
Date:
student Assessment
Assessor.: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback

Written Assessment
This assessment will be undertaken in the classroom, under test conditions
This is a closed book written assessment Time allocated 2 hours
Writien Assessment Assessment Task 4 Student Instructions
Project
• You are to research and answer all of the following questions. Be sure to.
• Please print f write legibly
• Make sure you all questions
• Black or blue pen is required to complete this assessment.
• Return your assessment by the date set by your assessor
• Do not plagiarise Plagiarism is considered cheating. Please refer below for our policy in regards to cheating
Do not cheat during this assessment. Anyone caught cheating will automatically be excluded under the Disciplinary Rules and their opportunity for assessment will be subject to the outcome of an Appeal Process or Disciplinary Hearing
Ask your assessor if you do not understand a question. Whist your assessor cannot tell you the answer, he/she may be able to re-word the question for you
Reasonable adjustment: If you require any adjustments to accommodate a need in order to complete this assessment, please talk to your assessor. Arrangements will be put in place to ensure a fair and flexible approach is undertaken for this assessment. Please note that the range or nature of the adjustment will ensure that the outcomes of the unit are not compromised.
Re-assessment: If you do not achieve the required standard, you will be given the opportunity to be reassessed by our Assessor_ Arrangements will be made on an individual basis.
Feedback: Your assessor will provide feedback to students after the completion of the assessment. The trainer assessor will explain the appeals process
Questions
What is the role of an operational plan in achieving the organisations objectives
Explain what a GANTT Chart is, and the associated benefits to Operational Planning. Be sure to a sample?
Explain what a PERT Chart is. and the associated benefits to Operational Planning. Be sure to a sample?
3
List and describe 4 types of documents information that are commonly referenced when developing an
4 operational plan project Include an outline of the information contained within, and how it influences the parameters of your plan

Details (Please note answers rimy vary, indicative answers provided)
Document Type
10
What information is needed in order to create an accurate financial forecast for a business?
Page 22 of 26
858MG1'51.7 Student Assessment V2.0 January 2017
List 6 different legislation, organisational policy or procedure that may impact on operational plan implementation
Describe the following principles! legislative requirements
^ Equal Opportunity
• occupational health and safety
• Employer rights and responsibilities
^ anti-discrimination
• privacy laws
• Copyright
What are the key purposes objectives of creating and using an annual budget?
8 What are the key purposes I objectives of forecasts?
9 What is the importance of milestones and KPI's when budgeting / forecasting?
LI 11 Describe the steps that are in most company budgeting procedures
12 List 5 characteristic that should form part of a Key Performance Indicator
13 Ml List 3 alternative approaches to developing key performance indicators to meet business objectives
1
14 What is the difference between a strategic KPI and an operational KPI?
1 Student Declaration: i declare that the work submitted is my own_ and has not been copied or plagiarised from any person or source.
Name: Signature: Date:

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