Plan and manage resource acquisition

Assessment Task 2 BSBMGT517 Manage operational plan

Plan and manage resource acquisition

Submission details

Candidate’s name Phone no.
Assessor’s name Phone no.
Assessment site
Assessment date/s Time/s

The assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor.

Submit this document with any required evidence attached. See specifications below for details.

Performance objective

You will demonstrate skills and knowledge required to plan and manage resource acquisition.

Assessment description

In response to a simulated business scenario, and using work completed in Assessment Task 1, you will develop and implement strategies to ensure physical and human resourcing is carried out in accordance with organisational policies, practices and procedures and intellectual property (IP) provisions.


1. Read the BBQfun simulated business information provided in Appendix 1 of this task and in the business documentation provided by your assessor (the same documentation provided in Assessment Task 1).

2. Plan and implement physical resourcing:

a. Review the physical resourcing activities in the action plan you developed in Assessment Task 1.

b. Elaborate on your plan by including all steps and strategies to acquire resources in accordance with organisational requirements.

c. Explain the risk management strategy needed to protect the organisation’s IP and/or ensure the organisation does not breach third-party IP.

3. Plan and implement human resourcing:

a. Review the human resourcing activities in the action plan you developed in Assessment Task 1.

b. Elaborate on your plan by including all steps and strategies to recruit people in accordance with organisational requirements.

c. Incorporate IP requirements for human resource acquisition to ensure trade secrets and confidential information is protected from theft, misuse and unauthorised distribution.

d. Prepare to interview two recruits by organising a role-play interview with each and preparing paperwork. You may wish to prepare using the interview planning template provided in Appendix 4.

e. Interview, assess and make recommendations on two potential recruits in accordance with your plan. You may use the templates provided or develop your own. You may want to use the assessment and evaluation template provided in Appendix 5.

4. Submit a portfolio of your implementation documents as outlined in the specifications below. Keep copies of your work for your records.


You must:

· participate in two interview role-plays

· submit a portfolio including:

· action plans

· interview plan

· assessment and evaluation record with recommendations.

Your assessor will be looking for:

· reading and writing skills to access and use workplace information and to write a detailed resource acquisition plan using vocabulary, grammatical structures and conventions appropriate to the context.

· writing and numeracy skills to complete planning documentation

· planning and organisational skills to identify IP risks and take responsibility for implementing a physical and human resource acquisition plan to achieve operational goals

· communication skills to present information using clear and professional English, listen and comprehend information from interviewees and confirm understanding through questioning and active listening skills

· monitoring skills to identify the implications and requirements for protecting IP

· interaction skills to communicate and empathise with candidates during interview processes, facilitate one-on-one interviews and influence direction to achieve business outcomes

· knowledge of organisational resource acquisition policies, practices and procedures.

Adjustment for distance-based learners

· The role-plays can be adjusted for distance learning. The role-plays for this task can be varied to take place using Skype conferencing (or any other video conferencing tool available to both you and the assessor).

· A follow-up interview may be required (at the discretion of the assessor).

· Documentation can be submitted electronically or posted in the mail.

Appendix 1: Scenario – e-Commerce resourcing

Background to scenario

The BBQfun Board of Directors and the CEO have decided to implement an e-commerce strategy to maintain or increase market share and revenue and satisfy customer needs in line with company strategic directions.

You have been hired as an external consultant to manage operational planning activities for BBQfun’s e-commerce strategy.

Under the strategy, BBQfun would offer all products in an online store. Stock could be stored at no extra cost at existing stores. Customers would cover delivery costs.

Currently, BBQfun has a website, but this website lacks e-commerce functionality. The website would need to be redeveloped to incorporate this functionality in line with relevant technical specifications. Existing infrastructure, such as office and store configurations, would need to be adapted to the new strategy. Additionally, assets such as delivery vehicles would need to be acquired. New staff would need to be recruited and existing staff retrained or informed of the e-commerce strategy and associated operational and performance targets.

All resourcing must be acquired and operations undertaken in accordance with relevant internal and external standards – legislation and codes of practice; intellectual property (IP) rights and responsibilities; and organisational policies and procedures.

High-level planning has been completed and approval has been given to implement the strategy.

According to your plans, you are now at the stage where you must plan and then implement the resourcing required to enable the strategy. Physical resourcing and human resourcing are about to commence. Remember, e-commerce operations are expected to be underway by 1 October 2014.

Scenario task

You will need to plan physical and human resourcing at a detailed level in accordance with all organisational requirements. You are expected to deploy resourcing strategies to plan and implement:

· physical resourcing of redeveloped website (plan entire process as per organisational requirements)

· recruitment of four customer service representatives (plan entire recruitment process as per organisational requirements; you will need to demonstrate implementation through interviewing and assessing two candidates).

Note: You may consider the management team of BBQfun, including warehouse team leaders to be human resources for the acquisition of physical resources. Use description of their roles in operational planning when assigning responsibilities.

Physical resourcing

Consultation with the management team at BBQfun has provided you with the following information:

· Three website developers will bid for the contract to redevelop the existing website:

Company Bid
Ace developers $70,000
Premier Tech $80,000
Innovative Technologies $90,000

· The budget for the redevelopment is $100,000.

· Bids have been analysed as follows.

Ace Developers Premier Tech Innovative Technologies
Factor Weight Score (S) Weighted score (W x S) Score (S) Weighted score (W x S) Score (S) Weighted score (W x S)
Maintenance x1 2 2 3 3 3 3
Range of features:

· payment options

· integration with existing systems

x3 2 6 2 6 2 6

· ability to be upgraded as technology improves

x5 3 15 6 30 6 30

· usability for customers

x10 4 40 4 40 6 60
Total 63 79

Price (% of budget) .70 .80 .90
Total score/price (final assessment of bid quality) 90 98.75 110

Human resourcing

Consultation with the management team at BBQfun has provided you with the following information:

· The budget for recruitment of four online customer service and sales representatives is $30,000. The breakdown of costs is as follows:

Advertising $5,000
Recruitment consultant $10,000
Your time $10,000
Contingency $5,000

· You now have three suitable online customer service and sales representatives.

· You have two more candidates to interview.

· The candidate is required to have the following skills and attributes:

· enthusiastic and motivated

· attention to detail

· compliance with organisational requirements

· takes initiative

· problem solver

· two years’ experience in online sales

· telephone and keyboarding skills

· ability to learn features and benefits of products to discuss with customers.

· The following skills and attributes are not strictly required, but desired:

· marketing and sales formal training

· knowledge of BBQfun’s product line

· familiarity with CRM systems.

Assessment Task 2 BSBMGT517 Manage operational plan

© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1

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Appendix 2: Action plan template

Milestone: Action and/or objective (to achieve strategic aims of physical or human resourcing) Date Person responsible Budget or resources (where applicable)

Assessment Task 2 BSBMGT517 Manage operational plan

© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1

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Appendix 3: Expenditure payment approval form

For completion by person verifying payment:
Date Invoice date
Payee name:
Job/project number: Project title:
Description of payment:
Payment amount: $ ex. GST inc. GST
Signature of person verifying payment Signature of delegated manager

For completion by finance:
Account number Account name Amount
Total Payable: $

Approved: Date:
Finance manager:

Appendix 4: Interview planning template

Planning aspect Description Time
1. Type of interview
2. Objectives
3. Approach and style
4. Schedule
5. Topics and questions

Appendix 5: Assessment and evaluation template

Question Ideal answer contains: Number of possible points Score

© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1

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