Section 3: Managing operational performance

Confirm human resource acquisition

Confirm that any new staff members required to complete the activities in the operational plan were recruited and inducted according to the organisation’s policies, practices and procedures (e.g. via email, face-to-face conversation, survey etc.)

Attach proof to this section of the portfolio.

Confirm physical resource acquisition

Confirm that any new physical resources and services required to complete the activities in the operational plan were acquired according to the organisation’s policies, practices and procedures (e.g. via email, face-to-face conversation, invoices, quotes etc.)

Attach proof to this section of the portfolio.

Incorporate Intellectual Property (IP) requirements

Take necessary steps to ensure any IP requirements (established in Section 1 of your Project Portfolio) are incorporated in the execution of activities (e.g. memo to staff, contractual agreement, email to include it in induction process etc.)

Attach proof to this section of the portfolio.

Plan and implement monitoring

Choose one activity and its related KPI.

Establish a process that can be used to monitor and document performance of the KPI (either using a flowchart or words).

Implement the process (e.g. by placing a poster in the office, sending an email etc.)

Attach proof of your implementation to this section of your portfolio.

Assess progress

Assess and document the progress of the activity you selected to monitor in the previous step (use the data showing underperformance).

You may consider:

• Is it likely to be completed within the timeframe set?

• Will it meet budget?

• Are any additional resources required?

• Are any resources under-performing (identify at least one)?

Attach relevant data/proof of progress to this section of your portfolio.

Attach documented performance to this section of your portfolio.

Negotiate and approve variations

Summarise the outcomes of your negotiations with relevant stakeholders:

• Who was part of the negotiation?

• What are reasons for underperformance and how can it be solved?

• What did you negotiate (e.g. adjusted timeframe to allow for additional training)?

• How can you support the resource going forward?

• Which variations were approved?

Attach proof of your negotiation to this section of your portfolio (if not already viewed in person by your assessor).

Approve variations.

Gain approval from relevant stakeholders for the negotiated variation(s).

Attach proof to this section of your portfolio (e.g. minutes of executive team meeting, email etc.).

Address underperformance

Confirm that support is provided where necessary according to policy and procedures (e.g. email to arrange training).

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