Section 1: Planning for an operational plan

About the organisation 

Provide an overview of the organisation and product/services/programs.

Describe the key functions and activities of the work area you will develop an operational plan for.

Briefly describe at least two objectives outlined in the strategic plan (if there is no strategic plan for your business, develop two objectives for your work area or business).

Describe your job role.

Explain how your job role contributes to the broader goals of the business or work area.

Source information

Identify stakeholders who will contribute to the operational plan and provide relevant approvals:

• Who are they (consider escalation, specialist resource manager, colleague, client)?

• What contribution will they make?

• What will they approve (if relevant)?

Identify and summarise any legislation relevant to the operational plan you develop.

Identify and summarise any organisational policies and procedures relevant to the operational plan you develop. (Attach proof to this section of your portfolio).

Summarise the financial information (e.g. budget and forecast) that will inform spending and (attach proof to this section of your portfolio).

Identify potential activities

What potential activities are required to address the objectives (at least three per objective)?

What are your suggested time frames for each activity?

Who will be responsible for the completion of each activity?

Establish potential human resource requirements

For each potential activity in the operational plan, list the human resources required (at least one new human resource should be required).

For each human resource:

• research and summarise information on resource options and how the resource may be sourced (e.g. can internal staff do the job, are consultants required etc.?).

• analyse options and choose one.

• explain how the resource will be recruited and inducted following policy and procedure.

• explain any financial implications (e.g. approval required, amount to be budgeted for etc.).

• explain any Intellectual Property (IP) requirements, rights and responsibilities linked to the resource.

Establish potential physical resource requirements

Use the information from your research and knowledge of your work area.

For each potential activity in the operational plan, list the physical resources required (identify at least one).

For each physical resource:

• research and summarise information on resource alternatives (e.g. RPA vs human input)

• analyse options and choose best one

• explain how the resource will be obtained/purchased following policy and procedures

• explain any financial implications (e.g. approval required, amount to be budgeted for etc.)

• explain any Intellectual Property (IP) requirements, rights and responsibilities linked to the resource (other than those already considered).

Establish potential KPIs

For each activity, establish measurable KPIs.

Show how you approached establishing the KPIs in a mathematical way using problem-solving.

How do the KPIs reflect financial requirements?

List ways to monitor the KPIs.

Identify data security issues

Identify any data security requirements or issues associated with the activities.

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