TASK 2 - BSBMGT517 Manage Operational Plan
VIOLETA HOYOS LÓPEZ
Appendix 2: Action Plan Template Milestone: Action and/or objective
Date
(to achieve strategic aims of physical or human resourcing)
a. Budgetary and financial performance
prepare a budget budget (recurrent (recurrent operating or project project based funds) monitor receipts and payments
negotiate and restructure budgets
implement and monitor a budget
30 January 2018
Person responsible
Budget or resources
Chief Financial Officer
Financial resources
(where applicable)
b. Productivity performance
Track non-financial measures like speed of response and product quality
Focus on external measures like customer satisfaction and product preference
Forward looking measures like employee satisfaction, retention, and succession planning
c. Employee performance in line with performance management policy
Ask employees to use self-monitoring tools to assess performance (project plans, checklist, activity logs)
Conduct performance appraisal on a regular basis to review work in progress
30 January 2018
HR Manager
Material resources (survey)
30 January 2018
HR Manager
Material resources (appraisal)
d. Milestone achievement and performance against targets 30 January 2018 Set up KPIs
Set up monitoring and measurement system like meeting notes, financial reports, or by surveys, interviews etc.
All team Managers
Materials
e. Dates for monitoring activities
Resources tracker
g. Progress reporting at the end of each quarter to the Operations General Manager
Monthly inventory
Operations General Manager
01 April 2018
All team Managers
01 April 2018
Operations General Manager & HR
Regular meeting with the team about performance report/feedback
h. Regular performance management of online staff and lodgement of records with the HR Manager
Operations General Manager
Tracks the operational work quarterly
f. Resources for monitoring
01 April 2018
Regular appraisal
Manager
Appendix 3: Performance management plan template Name/position:
Manager:
Review period:
Lee Waters
Riz Mehra- CFO
Quarterly
Reference from operational plan
Key result area
Indicator of success/ performance
By when
Status report
Training staff members
Quality of online sales and service
Error mistake need to be 1% rather than 10% at the currently
4-8 weeks
At the end of each quarter
Speed of service (online)
Decrease the time completion from 20 minutes to be under 10 minutes
2-3 months
Customer satisfaction
Financial
Achieve the sales target should be $30,000 rather than $20,000 at the current
6 months
At the end of each quarter
Compulsory requirement
Professional development
Require staff need to do 2hours of sale training per month
6 months
At the end of each quarter
Interact with customers
Quality of sales and service
Completion of market research
3 months
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Increase sales revenue
Manager’s comments:
Quality of sales and service
Revenue target
Signature:
Agreed Date: 01/06/2014
Staff member’s comments:
Signature:
Willing to adapt to the new goal Date: 01/06/2018
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6 months
Appendix 4: Coaching plan template Employee: Lee Walters Coach/Manager: Violeta Hoyos Date of session:01/10/2018 Questions
Goal
What would you like to accomplish? What result are you trying to achieve? What do you want to change? What would you like to happen with the process?
Reality
How is this change affecting your work? If things changed do we need to revisit how we planned to approach this? Why haven’t you reached that goal already?
What do you think is stopping you? What have you already tried? What could you do better?
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Options
What other options have you considered for how we might handle this? What are the alternatives? How else could we approach this? What risks are involved? What are the possible risks involved in these other options? What constraints exist? Who else might be able to help?
Will
How will you take this forward? How are you going to achieve this? What obstacles could prevent this happening? When are you going to start? What do you need from me/others to help you achieve this? What support do you need to get that done?
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Appendix 5: Operational Plan Status Report template
BBQfun operation plan status report
Date:
Plan goal
Department
Operations
Person responsible
Project Officer
Plan objective/s
Implement e-commerce strategy ● redevelop website and acquire physical
resources ● recruit and train staff ● achieve profit targets ● adhere to budget ● adhere to timelines.
Key performance indicators
Average lead time to recruit employees.
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Current status (Red, Green, Amber) Red
Comments
Our target its to hire new staff in less than 2 weeks.
Key performance indicators
Current status (Red, Green, Amber)
Comments
Performance score of new employees within six months.
Green
New staff performance its getting better as soon they finished with their training,
Achieve an increment of 20% per year of profit for the company
Green
Last year we had a 22.2% more profit than the year before.
Green
Stay on a plan budget or don't go over 15% more.
Red
Set time lines and CEO meetings every two weeks.
Green
Accomplish at least 80% of the projects that he have set for the company.
Sum of deviation in money of planned budget of projects
Process cycle-time improvement
Percentage of projects completed on time
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Key action update Key action
Accomplishments
Comments
Keep a track of our loyal customers
Accomplish a data base of more than 1 thousands loyal customers.
Marketing department will be in charge of this project. We are nearly getting to our main goal.
Establish a main idea and logo for t he web page.
Our new web page has a more a friendly look that makes things easier for our customers.
Everyone its doing an amazing jo creating and updating our web page.
Risk update Risk
Contingency
Comments
1. Untrained staff
Make a detail report of each employee to see how much they have been advanced.
Every employee needs to be motivated and give a 100% for the company.
1. Go over the set budget.
Keep a great communication with the accountant department.
The company it is not going t o go over 10% more of the budget
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1. Unsatisfied customers
Created a feedback section on a web page to receive any comments from customers.
Marketing department its going to be in charge of this area. They must solve any issue that our customers are having.
1. Get less profit that we expected.
Set targets for each month and motivated our staff to up sell our products.
Our staff members are going to receive a bonus if they hit the sales target.
General comments The company need to be focus on our t argets and work hard to achieve our goals. All of our projects are set to improve and benefit all of our customers and staff members By tallying all production costs for the product your company is selling, you can get a better idea of both what your product markup should look like and what your actual profit margin is. This is key in determining how to outsell your competition.
Some Recommendations are:
The just-in-time inventory system shall be used to reduce its overstocking and wastage cost. The job training programming shall be initiate and arrange for all employees, so employees will learn how to perform the actual job and responsibility. The robust marketing plan shall be positioned in the market as an online marketer wo aware the potential customers.
Role Play (coaching an underperforming employee) [Escriba aquí]
Coach: Hi good afternoon! Nice to meet you. Lee: Nice to meet you too. You have a prior appointment with me, Jun? Coach: Yes, it’s me. Let me clear my role at the meeting. I am the external consultant of BBQfun. I have reviewed your performance data. I just found that you have great room for improvement. and I am here to talk with you about how to do it.
Lee: That’s great! Coach: First question. Are you clear about your job goals? Lee: Not really, the HR manager said it is time to develop. Coach: How do you think about your role in your team? Lee: I think I could be the top of few in my team. Coach: Why? Lee: My error Rate is low, speed of delivery and sales target achievement story is better than others.
Coach: But it is well below the performance target. Lee: Oh I know… Coach: what do you think is the reason? Lee: I think, because I do not have no any experience before in this field. And I was not able to participate in training programming due to work pressure.
Coach: Do you think you need any training? Or any thing else? [Escriba aquí]
Lee: Training please. I think training will help me a lot to understand better about my job and responsibility, and it allow me to deliver to the customers accordingly. Coach: So which one you prefer, job training or formal training? Lee: Job training please. Coach: Ok, training will be arranged for you at the first working day of the next month. Lee: Thank you so much!
Role play with operational general manager Consultation with Operational General Manager Myself (Jun): Hi, good morning Chen! Nice to see you again! OGM (Kim Chen): Good morning Jun. Myself: Today, I have to report and negotiate with you about monitoring performance of both staff individual and organization.
OGM: Fine, please proceed. Myself: From my review of all the employee performance form and organization performance data, I just found that, because of the staffs, job design and communication line, error rate and quality of service target is deteriorated.
OGM: How about the organization? [Escriba aquí]
Myself: BBQfun also experienced a large budget overrun, it happened because of the wastage, over-stocking and overtime. All these might result in the continuously failure to meet its sales target
OGM: Any suggestion? Myself: Yes, job training programming shall be initiate and arrange for all employees, so employees will learn how to perform the actual job and responsibility.
OGM: I shall talk to the HR Manager. Myself: The robust marketing plan shall be positioned in the market as an online marketer wo aware the potential customers.
OGM: Got it. Myself: And, the just-in-time inventory system shall be used to reduce its overstocking and wastage cost.
OGM: Ok. Myself: For more information, I will send you the whole report and plan to you soon. OGM: That’s great. Myself: Thanks for your time. OGM: Pleasure.
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