724950-4

Learner Instructions 3

(Monitor operational performance)

Submission details

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

The candidate will demonstrate the ability to monitor operational performance.

Assessment description

In response to the scenario provided, you will implement a performance management system to monitor and manage the performance of an employee, including planning and role-playing a coaching session. You will then monitor performance of systems and processes, including budgetary control. Finally, you will prepare recommendations on the implementation of the operational plan, including recommendations for improvement.

Procedure

Examine the scenario and supporting documents provided.

Task A – Arrange a time with your assessor to role-play coaching session.

Using performance data provided, monitor performance of individual.

Plan and conduct coaching session for individual employee. In your session, ensure you address performance, use of resources and safety. Ensure you conduct coaching in the context of the organisation’s performance management system. Follow the performance management process outlined in policies and procedures with regard to:

performance plans

record–keeping (performance management plan).

Task B – Using the data provided, monitor warehouse performance and performance systems. Analyse financial data to monitor financial performance.

Using the results of your monitoring activities in step 5, develop 2–3 recommendations for improvement of operational plan or implementation of plan. Include:

reference to performance of management systems

reference to financial/ budgetary performance.

Note: Due to limited information available in simulated business scenario, recommendations may be provisional and depend on further investigation. For example, ‘COGS is outside of target range. Possible reasons for this issue are…possible courses of action to remedy the performance issue are…because…’

Submit all documents required in the specifications below to your assessor. Ensure you keep a copy of all work submitted for your records.

Specifications

You must:

role-play coaching session

submit coaching plan (dated to show prompt action)

submit performance management plan

submit 2–3 recommendations on implementation of operational plan (as part of management report).

Your assessor will be looking for:

coaching and mentoring skills to provide support to colleagues

......

oaching and mentoring skills to provide support to colleagues

literacy skills to access and use workplace information, and to prepare reports

planning and organising skills to monitor performance and to sequence work of self and others to achieve planned outcomes.

knowledge of principles and techniques associated with:

methods for monitoring and reporting on performance

monitoring and implementing operations and procedures

problem identification and methods of resolution

relevant budgeting and financial analysis, interpretation and reporting requirements

resource management systems at the tactical implementation level

resource planning and acquisition

tactical risk analysis including identification and reporting requirements.

Appendix 1 – Scenario: StorPlus Pty Ltd

StorPlus consists of three large supermarket distribution warehouses, which supply over 50 small to medium sized independent supermarkets and convenience stores throughout southeast Queensland.

StorPlus warehouses trade 7 days from 5 am to 5 pm. Each warehouse comprises a customer car park, delivery dock, dispatch dock, warehouse dry goods area, frozen goods area, five checkouts and an office complex and staff room. The business wholesales supermarket lines including dry food products, chemical cleaners, refrigerated foods, fresh and frozen produce, cigarettes, alcohol, etc.

The business uses a computerised resource management, distribution and point-of-sale system to monitor and control stock levels at each of three warehouses (Brisbane, Gold Coast and Caboolture). The main warehouse in Brisbane has an attached office space that accommodates senior management and head office administration staff.

Each warehouse employs approximately 20–30 people. Typically, the workforce of each warehouse comprises the following:

one warehouse business manager

picking and packing team, including manual loaders and unloaders, forklift drivers, etc.

distribution team, including drivers

checkout team.

Each team has one team leader. Payroll and accounting functions are managed at the Brisbane head office.

Task A

It is the middle of the 2012/2013 financial year, January 1. You are the warehouse business manager for the Caboolture warehouse. In order to implement operational plans, you will need to monitor the performance of team members with respect to those plans.

No performance reviews have been undertaken so far this financial year; therefore it is time to implement the six month review process as per the organisation’s performance management process.

The following data is available for the picking and packing team leader Pat Webb:

You will need to:

complete a coaching plan and run a coaching session at the earliest possible time

complete a performance management plan to be sent to head office.

Task B

It is the middle of the...