Part A

1. Collate, analyse and organize details of resource requirements in consultant with team.
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
organisations performance management process.
The following data is available for the picking and packing team leader Pat Webb.
2. Implementation, monitoring, resource and reporting plan

StorPlus Operational Plan

Date:
Prepared by: Pat Webb Position: Team leader Signature:
05/06/2017
Performance Resources Timelines Outcomes/
Task Objectives Activities
Indicators needed Start End output
>1% comment from % of rejected Engage with Customer 6/6/17 2 Less than two
team members: orders customers data base months complaints per
quality is really 100 orders
important and is
stressed by the team
leader.
7-15 mins (weekday Picking times 5-10 mins
team). 4-7 mins
(weekend team)
20% of orders Volume of Increase Order of 6/6/17 2 $500,000
needing to be orders distribution customers months
declined because of handled by capacity by
back log at team 15% overall
warehouse within
Workers are unsure financial year
how to use new
machinery
Only 5% reduction Expenses Control direct Operational 6/6/17 2 20% reduction in
because of and indirect budget months operating
inappropriate costs of expenses
overtime. Waste operations
removal up 10% within budget
5 hours of Hours of Engage Training 6/6/17 2 No training
professional professional workers with plan months
development development strategic goals
including coaching and training of business
for each team on machinery and support
member. provided for professional
team development
Performance % of in line with
management performance strategic goals
processes should be management (targets to be
carried out for all processes set by
employees twice per carried out individual
year. managers)
2 hours per quarter Hours of OHS Improve 6/6/17 2 Performance
consultant health of months management on
employees half od staff.
(range of Need to
specific areas) concentrate on
output, not
babysitting the
team.
Approval or disapproval of task
Position: General
Name: Signature: Date:
Manager
 3. Develop a balanced scorecard

StorPlus Balance Scorecard

Prepared by: Pat
Position: Team leader Signature: Date: 05/06/2017
Webb
Targets
Objectives Measures Fe Initiatives
Jan Mac Apr May Jun
b
Budget and Expenses 25-30% of income
income including
wages See budget variation report See budget variation
Cost of goods report
sold
Revenue
Engage Hours of 5 hours of professional No training in picking
Operations

workers with professional development including and packing team/2-3

strategic goals development coaching for each team hours in delivery and
of business and training member check out teams
and support on machinery
professional provided for
development team
in line with % of Performance management
strategic goals performance processes should be carried
management out for all employees twice
processes per year
carried out
 Improve Hours of OHS 2 hours per quarter 1 hour to end of
health of consultant second quarter
employees across all team
Number of <1 per quarter 5 in this financial year
accidents
requiring
time off 35 in this financial
Absenteeism 10 days per quarter year
Engage with % of rejected Less than 2 complaints per <1 complaint
customers orders orders 25% rise
Profile on 20% rise in profile
survey
% customer 89% 95%
satisfaction
with product
line
Picking time 5-10mins 4-15 mins depending
on team
Increase Volume of $500,000 $350,000
Distribution

distribution orders
capacity by handled by
15% overall team
within Delivery 2-3hours 3-4hours
financial year
times
Approval or disapproval of task

Position: General
Name: Signature: Date:
Manager
Comments:

4. Risk response and contingency plan

StorPlus Risk Response and Contingency Plan

Prepared by: Pat Date:
Position: Team leader Signature:
Webb 05/06/2017
Who is
Risk event Response Contingency plan Trigger
responsible?
Not enough raw materials
means no product
Identify alternate
manufactured for
suppliers
distribution to customers
Maintain adequate
Procure (means unhappy
stock levels of raw
required customers and
materials to last for
materials opportunity for 06/06/2017 Member
a reasonable time
equipment competitors to supply)
Implement stock
and stock Equipment not replaced
warning triggers
quickly enough in
when stock levels
breakdown situations
reach certain levels
means manufacturing
comes to a stop
 policies and procedure are Member
Contract out or
different give them training
outsource other 06/06/2017
jobs outsource might not give them induction
functions or tasks
be done to the quality
proper of planning Member
Reduce costs,
capital will be tired of resources
wastage, stock or 10/06/2017
cash flow will be district monitor for
consumables
wastage is reducing
Diversify outcomes get customer Member
profit will not be high feedback
15/06/2017
customer will not like it manufacture will be
small quantity
Recycle and reuse people dont know that give information Member
product is recycled up to date what can 15/06/2017
be recycled
Use cheaper or Member
customer is not happy
lower quality raw look at alterative
reputation will be 15/06/2017
materials and material to reuse
damaged
consumables
Seek further funding funding is not improve Member
save money 20/06/2017
business is not improve
Increase sales or they will stuck do marketing Member
production unsold material reduce price 20/06/2017
profit will be low make promotion
Approval or disapproval of task

Name: Position: General Manager Signature: Date:

Comments:

5. Business case

StorPlus Business Case

Case Title: Prepared by Position: Date:
Proposal
Problem/ opportunity Costs Benefits Impacts Delegation
input
20%
reduction in
operating
Expenses value
expenses $8,035,582
Financial of travel Financial Director
Reduce
receipts
travel
expenditure
to $3,000.
5 hours of Hours of
professional professional
development development
Professional
including $5,053,214 and training on Manager
development
coaching for machinery
each team provided for
member team
 Performance
management
processes % of
should be performance
Internal business
carried out $1,435,000 management Manager
processes
for all processes
employees carried out
twice per
year
Approval or disapproval of task
Position: General
Name: Signature: Date:
Manager

Comments:
List any anticipated challenges/problems you foresee if:
The business case is approved : customers happy, staff happy
The business case is not approved : staff tired and customers complain

Benefits versus costs summary

We can make up the money
customers happy

6. Recruitment flow chart

 Recruitment demand arise

Inform
HR Dept. looks for the candidates result to
candidate

1st interview?
No
Yes
No
2nd, 3rd interview?

Yes
No
Reference
checking

Yes

No
Approval

Yes
No
Candidate
confirmation

Yes

Offer job to cadidates and inform to

her/his department

Receiving, training new candidate in the

 Recruitment Process Gantt Chart

Department: HR Prepared by: HR manager Signature Date: 10/06/2017

Period
Activities
1 2 3 4 5 6 7 8 9
Prepare training X

Announce new procedure X X

Email about new procedure and X X

training
Prepare food and beverages X X X

1st training session X X

2nd training session X X

Evaluate feedback forms X

Post-modem meeting X

Approval or disapproval of task

Name Position: Signature: Date:

Comments:

Induction presentation
 7. Monitor Performance

StorPlus Monitor Performance

Prepared by: Position: Signature: Date:

Targets
Measures Budget Contingencies Follow up by
Jan Feb Mac Apr May Jun
Working experience $450,000 70% HR Manager
Plan
resources
Human

Working experience, skill $570,000 0.5-

Actual 1.0
Number of complaints per 100 $520,000 >238, Manager
Plan
Distribution

residential customer complaints 000

Total number of customers $525,000 $23.3
Actual M
Net income growth $1,250,000 50% CFO
Plan
Operations

Profit before tax $1,200,000 95%

Actual Returns to government (cash)
Approval or disapproval of task

Name: Position: General Manager Signature: Date:

Comments:
 8. Variation to operational plans

StorPlus Variation to Operational Plans

VariationTitle: Requested By: Change
Request
Issued By: Date of Request: No:

Item of Scope Affected

Awareness and training to all staff as the formal internal complain procedure is
already developed and ready for implementation

Nature of Change - Adaptive (workers begin to adjust to start new ideas)

Requested - Accepting (workers start to apply new methods)
- Embracing (workers recognize the benefits of change)
- Performing (new ideas are fully adopted by the workers)
Reason for Change Customers complain

Impact on Resources Progress

Achievement of targets and standards set
Impact on Budget
Capital will be tired
Cashflow will be district

Impact on Schedule
People do not know that schedule is changed

Change Evaluation
High impact
Change Approval Change Implementation
Accepted Name Asset:

Rejected Signed Implementer: Signature:

Deferred Date Date

9. Performance indicators for team leaders to adhere to operational plan

StorPlus Team Performance Indicators

Department: Sales Date: 07/06/2017

Prepared by: Signature:

Reference from operational Key result area Indicator of Review period

plan (objective) (strategic direction) success/performance
By when Done/ reported
Engage with customers. Conduct of quarterly Percentage of 1st 6 Manager
Improve customer wholesale customer wholesales months
satisfaction performance. surveys. customers with
Training needs analysis overall positive view
and training of employees, of Storplus.
especially sales Number of
employees. wholesales
Continue to collect customer
information from complaints (delivery
wholesale customers on times, product
desired/required: stock quality)
items, delivery timelines.
Increase distribution Investigate resourcing Average time spent 1st 6 Manager
capacity by 15% overall needs for Storplus: building months
within financial year personnel, plant, skills/building skills
equipment. of others.
Fulfil resourcing needs in Time to load/unload
accordance with policies vehicles
and procedures.
 Development of Number of
contingency planning. accidents spoiling
goods
Average delivery
times from order to
delivery
Control direct and indirect General ledger accounts, Renegotiate with 1st 6 Manager
costs of operations within financial statements. suppliers. months
budget Costs of goods sold. Research potential
Value of wasted or spoiled new suppliers.
items. Reduce expenses
due to wastage.
Encourage
management
engagement with
employees to
achieve greater
employee support of
organisational
goals.
Improve health of Numbers of injuries (target OHS risk 1st 6 Manager
employees (range of = 0) assessment months
specific areas Numbers of absentees conducted regularly.
(target =<3% of total Research possible
hours) introduction of OHS
management
system and
employee wellness
program.
Research incentives
for: safe work
achievement,
healthy lifestyle

Managers Comment:
Name: Signature:

Position: General Manager Date:

Employees Comment:

Name: Signature:

Position: Date:

10. Staff development

StorPlus Staff Development

Name
Date of development Date to be reviewed
Discussed with mentor/ colleague Discussed with manager

Name Name

Areas of concern Personal Professional

Required skills (what are 1. Communication 1. Encourage staff to help
the needed competencies, 2. Basic computer accomplish greater finesse
job description) Negotiation in relationships through
communication.
Provide additional training
by external trainers.
2. Provide 1 day training by
IT support department with
Microsoft office program.
3. Provide training to staff
by senior manager. Manager
will have to use business
cases to educate staff with
ability to compare pros and
cons for the negotiation.
Gaps/ barriers/ obstacles 1. Logistics
and solutions (gaps in 2. Participate in meeting
knowledge/ skills/ with suppliers
changes to systems/
services requiring new
skills/ what would help
you to progress in your
role?

Training Planner Template

Identified Development Details Objective of Timeframe Cost
gaps activities (provider, development
location, activities
etc.)
Logistics Procedure Online Every $1,500
Policy Monday,
online
classes
Marketing Attend Training Marketing
marketing room. Dept. will
meetings arrange the
prior to the meetings
event and make
invitation.