CMI Level 5 Operational Plan Assignment: Case Study on Delivering Strategic Goals in a Large Organisation

LEARNER INSTRUCTIONS

Each task in this assessment has been developed to enable you to evidence achievement of the learning outcomes and assessment criteria for Creating and Delivering Operational Plans.

Each of the assessment criteria must gain a pass outcome for you to successfully achieve the unit.

Preparation for the assessment

Before you begin the assessment please complete the learning materials available via the virtual learning environment (VLE).

Completing the assessment

• The assessment contains a series of tasks which are clearly referenced to the relevant assessment criteria.
• Refer to the Assessment Guidance Table at the end of the assessment which outlines the requirements for a Pass or Refer.
• Evidence must be provided in the main body of the assessment document. Appendices are not a requirement of this assessment brief. If appendices are included these will not be marked or moderated.
• Files embedded in the booklet must not exceed 10MB.
• The assessment must be completed in a professional manner (eg applying business conventions for writing formal reports) and by using Microsoft Word.
• The assessment must be saved as a Word document (.doc or .docx) and not in a PDF format.
• An appropriate referencing system (such as Harvard Referencing) must be used to ensure the original source(s) of quotations or models can be verified.
• You must sign the Learner Authenticity statement (an electronic signature is accepted).

LEARNER INFORMATION

Learner name:    Date:
Centre name:    MOL

Learner statement of authenticity: I confirm that the attached completed assessment is all my own work, and does not include any work completed by anyone other than myself. I have completed the assignment in accordance with the Institute’s approved instructions.

I am aware my assessment may be chosen for standardisation purposes on the understanding that the content will be anonymised.

Signed: Date:

Centre statement of authenticity: On behalf of the centre, I confirm that the above mentioned learner is registered at the centre on a Chartered Management Institute (CMI) programme of study. The learner is, to the best of my knowledge, the sole author of the completed assignment.
Name: Janet Brown Job Title: Quality Manager
Signed: Date:

GUIDELINE WORD COUNT

• The written word, however generated and recorded, is still expected to form the majority of assessable work produced by Learners at
• Level 5. The amount and volume of work for this unit should be broadly comparable to a word count of 2,500-3,000 words.

The following are excluded from the word count if used and not required by the assessment brief – an introduction to a job role, organisation or department, index or contents pages, diagrams, charts and graphs, reference list or bibliography, reflective statement drawn from undertaking the assessment and how this has impacted the learner’s work.

PRINCIPLES OF OPERATIONAL PLANNING IN AN ORGANISATION

The ability to translate organisational objectives into operational plans is an essential management skill. Managers need to have a thorough understanding of the direction of the organisation and how to contribute to the strategic planning process.

This Assessment brief has been designed to enable learners to understand the knowledge and skills required to create and deliver operational plans. This includes the need to understand the impact of legal and organisational factors and ethical requirements on operational planning along with setting key performance indicators, monitoring quality and outcomes against the plan and how to effectively report on findings.

TASK 1

You are required to write an account of the principles of operational planning.

The account must:

• Assess the relationship between an organisation’s strategic objectives and operational planning (AC1.1)
• Use examples to evaluate the use of approaches to operational planning (AC1.2)

Guidance for completion of Task 1

• The account should include sub headings. You may choose to include tables and diagrams (as appropriate).
• Your discussion should be underpinned with relevant theoretical principles.
• You may include good practice examples from an organisation you know well or have researched.

OPERATIONAL PLANNING IN LINE WITH ORGANISATIONAL OBJECTIVES

In order to create an operational plan, it is important that it achieves operational objectives, that the manager understands the impact of organisational and legal factors and ethical requirements on operational planning.

SCENARIO

You are the manager of a busy department within a large organisation. Your team consists of full time and part time staff with different working patterns.

There are a wide range of customers who access services. Your team is required to handle confidential and sensitive information. There are three ways the team interacts with customers – digital, face to face and via the telephone.

Three organisational objectives have been developed by the senior management team. These are to:

• reduce the number of complaints by 5%
• increase the number of customers using the service
• implement new ways of working with customers

TASK 2a

Create an operational plan based on the scenario above. The operational plan must be for a minimum of three months and it must be in line with organisational objectives. The operational plan should be completed using the CMI template on pages 5-6.

COMPLETE THE TEMPLATE

• Operational Planning Template
• Overall purpose of the operational plan:
• Objective    Tasks    Resources    Responsibility
  Timescale
  Risks and contingency

Guidance for completion of Task 2a

• This may be based on the scenario given above or an area of responsibility in an organisation you know well or have researched.
• The operational plan must show a clear link to organisational objectives and be based on one area of work.
• If required, the CMI template can be adapted or extended.

TASK 2b

For the operational plan presented for Task 2a, write an account which:

• Examines the impact of legal and organisational factors on the operational plan (AC2.1)
• Assesses the ethical requirements that influence the operational plan (AC2.2)

Guidance for completion of Task 2b

• You are encouraged to consider the use of well-chosen examples from an organisation you know well or have researched.
• You are not required to include every piece of legislation, organisational policy and procedure in your account. You should focus on those you feel are essential to operational planning.

INSERT YOUR ANSWER IN THE SPACE PROVIDED BELOW

MANAGING AND MONITORING AN OPERATIONAL PLAN

Successful delivery of operational plans requires not only the ability to lead and manage, but also the knowledge of techniques for problem-solving and decision-making and methods to monitor progress and measure outcomes.

TASK 3

For the operational plan presented for Task 2a, you are required to write an account of how the operational plan may be monitored and managed. The account must:

• Assess methods of managing and leading the delivery of an operational plan (AC3.1)
• Examine techniques for problem-solving and decision-making (AC3.2)
• Evaluate methods to monitor progress and measure the outcomes of operational plans (AC4.1)

Guidance for completion of Task 3

• The account should include sub headings. You may choose to include tables and diagrams (as appropriate).
• Your discussion should be underpinned with relevant theoretical principles.
• You may include good practice examples from an organisation you know well or have researched.

INSERT YOUR ANSWER IN THE SPACE PROVIDED BELOW

REFERENCING

Use the space below to list any external sources directly used in your assessment:

BIBLIOGRAPHY

Use the space below to list any external sources used in your research and wider reading but not directly used in your assessment.

TO BE COMPLETED BY THE TUTOR
Learner name:    Date:
Centre name:    MOL:

ASSESSMENT MARKSHEET:

REFERRALS

If you receive a Refer grade for your assessment, you will have two weeks to resubmit from the date that you receive your feedback.

Please ensure you update the version of your assessment that includes your tutor feedback and remain within the allocated word count. Any text added to the original submission MUST be in a different colour, so the new text appears like this. This clearly shows what was in the original submission and what has been added. In the event that you want to remove part of your original submission, we ask this is indicated using the strikethrough key so the text to be ‘removed’ appears like this.

Before you resubmit your assessment, please ensure you refer back to the course content and assessment briefing, as these will support you with any changes needed to achieve a pass grade. You can contact your Support Tutor via the VLE for further assessment guidance if needed or email the team at programmesupport@mollearn.com, who will be able to respond to any administrative questions.

You must fully address all parts of the tutor feedback before you upload your resubmission to the VLE.

ASSESSMENT TASKS AND WORD COUNT:

The assessment brief for CMI Creating and Delivering Operational Plans features the following assessment tasks. Further detail is provided against each assessment task within the brief.

ASSESSMENT GUIDANCE