Student ID: BV025832

Student Name: Alyne Souza Soares

Assessment Templates
BSBMGT517 Manage operational plan

Student ID Student Name

BV025832 First Name: Alyne

Last Name: Soares

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ILSC Greystone CollegeBSBMGT517 Manage Operational Plan Project template guide V2.0420
Task 2 –Knowledge Questions Template
Please provide answers to the following 9questions:

1. Explain the role of an operational plan in achieving the organisation’s objectives.

The role of the operational plan is to provide the organization with a clear picture of the
task and responsibilities to achieve the final goal and objective. The operational plan also
contains implementation of strategies and ideas.
S Alan C

2. Describe how operational plans are developed through the basic strategic planning
approach.

The basic strategic planning approach requires you to identify your purpose (mission
statement), select the goals your organization must reach. Identify specific strategies to
implement to reach each goal, identify actions to each strategy and monitor and update
the plan.
S Alan C

3. Describe how operational plans are developed through the goal-based planning
approach.
The goal based planning approach requires you to external and internal assessment to
identify strength, weakness, opportunities and threats. Strategic analyses to identify and
prioritize goals, design programs to achieve goals, update statements, establish actions
plans with objective, prepare a plan for recorded issues, goals, strategic and action plans,
develop a one year operational plan from multiyear strategic plan, develop budgets,
implement the operational plan and monitor and review the plan.
S Alan C

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 4. Describe how operational plans are developed through the alignment planning
approach.
The alignment planning approach requires a planning group outline the organization’s
mission, programs, resources, and requirements. Identify what strategy and program are
working well and what needs improvement, determine what improvements need to be
implemented and include the improvement as strategies in the strategic plan.
S Alan C

5. Describe how operational plans are developed through the scenario planning
approach.
This approach ensures planners truly undertake strategic thinking and is useful in
identifying strategic issues and goals.
Basis but adequate response, could have included: Examining external forces, look for
common strategies and select the scenario to adopt.
Alan C

6. List alternative approaches to developing key performance indicators to meet business

objectives.
- Specific goals 

- Actions required to achieve goals 

- Human resources required 

- Physical resources required 

- Budget required 

- An indication of how long goals will take to achieve
1. S Alan C

7. Explain what is meant by the budgeting term ‘forecast income’.

Financial forecasts assist you to meet your business goals. They are a future prediction of
your business finances, as compared with statements, which provide details of actual
results or progress.
S Alan C

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8. List the main expenditure categories that would be included in a budget.

The main expenditures should be included in a budget are as follows:

 Wages and salaries, including on costs such as leave accrual provision, superannuation
or long service leave
 Raw materials and consumable inputs
 Capital items such as land, buildings, equipment and machinery
 Administration extras including travel, services such as telephone, insurance
 Contractor fees
Rental or leasing outgoings for land, building equipment.
S Alan C

9. Explain what is meant by the term ‘cash flow’.

Cash flow is the net amount of cash that an entity receives and disburses during a period
of time. A positive level of cash flow must be maintained for an entity to remain in
business, while positive cash flows are also needed to generate value for investors. The
time period over which cash flow is tracked is usually a standard reporting period, such as
a month, quarter, or year.
S Alan C

9 Questions Total

Task 3 - Project: Managing an operational

plan at work

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 BizOps Enterprises Operational plan and Executive briefings

BSB51918 DIPLOMA OF LEADERSHIP AND MANAGEMENT

BSBMGT517
MANAGE OPERATIONAL PLAN

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Contents
Assessment Templates .............................................................................................................. 1
BSBMGT517 Manage operational plan...................................................................................... 1
Submitting your assessment .............................................................................................. 1
Task 2 – Knowledge Questions Template........................................................................... 2
9 Questions Total ................................................................................................................ 4
Task 3 - Project: Managing an operational plan at work.................................................... 4
1. RESEARCH & ANALYSIS ................................................................................................... 7
2. OPERATIONAL PLAN........................................................................................................ 7
Mission................................................................................................................................ 7
Objectives & Resources .......................................................................................................... 8
3. CONSULTATION PLAN ................................................................................................. 121
4. CONTINGENCY PLAN ................................................................................................... 132
5. BRIEFING: PROCUREMENT OF DELIVERY VANS .......................................................... 154
6. BRIEFING: INTELLECTUAL PROPERTY GUIDELINES ..................................................... 165
7. BRIEFING: RETAIL OUTLET WORK TEAMS ................................................................... 166
8. MONITORING PROCESS .............................................................................................. 187
9. BUDGET ....................................................................................................................... 209
10. PROGRESS REPORT (31st July) ................................................................................... 23
11. OPERATIONAL COACHING PLAN ........................................................................... 2423
Risks: ................................................................................ Error! Bookmark not defined.24
12. INFORMATION MANAGEMENT GUIDELINES ........................................................ 2625
13. IMPLEMENTATION STRATEGY: Operational Plan - Sales staff .............................. 2726
BizOps recruitment policies: ............................................................................................. 28

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 1. RESEARCH& ANALYSIS

Resource Research question Source of Findings

information
Staff What are the Production ▪ In order to reduce the individual
specifications of schedule (past, carbon footprint and comply our
the van? current and company sustainability environmental
How many delivery projected) policy, it better to choose
staff we need Staff salaries, environmental friendly transport such
recruit? entitlements, as electric vans.
records and ▪ Nissan is one of the suppliers who
rosters provide eco-friendly vans
▪ We need to hire 150 drivers

Suppliers What are the Research from The budget for the van is $42,680 per
specifications of online resources vehicle
the van? In order to reduce the individual carbon
Which supplier Quotes of required footprint and comply our company
should we choose? delivery van sustainability environmental policy, it
What type of van better to choose environmental friendly
should we choose? transport such as electric vans.
How many vans Nissan is one of the suppliers who
should we provide eco-friendly vans
purchase?

Sign What type of sign Research from Vinyl graphics are cost effective, come in
writer writer should we online resources the brightest colors, are the tough-nest
choose？ Information from and the longest lasting type of vehicle
What kind of logo sign writer graphic
we used? Advice from
How much is it to marketing group S Alan C
have marketing for the logo style
decals attached to and details
the vans?

2. OPERATIONAL PLAN

Mission:
Need to be completed and resubmitted AC
Resubmitted and successfully graded : S Alan C 8/10/20

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BizOps is committed to:
• providing high quality and innovative products and services to customers.
• meeting the changing needs of customers.
• offering innovative product solutions.
• delivering speedy and personalized service.
• employing professional and enthusiastic staff.
• providing clean and ‘green’ products and services.
• adopting sustainable work practices.
• undertaking continuous improvement processes.
S Alan C 8/10/20

Objectives & Resources

Need to be completed and resubmitted AC

In 2015–2020 BizOps will consolidate its position in the market as a lead retailer for ‘green’
and sustainable solutions for high quality exclusive products. To do this, BizOps will focus on
the following business goals:

Financial stability:
➢ Increase revenue by 15% (compared to the previous 12 months) by the end of the
financial year.
➢ Maintain annual profit levels of 15% of revenue for all products and services,
calculated at the end of each financial year.
➢ Reinvest 75% of profit back into the business at the end of each financial year.

Market position:
➢ Maintain the number one rating in the annual national industry customer service
awards.
➢ Launch new high-quality exclusive consumer products to meet customer demand,
ahead of competitors, within budget and by the agreed deadlines.

Right people:
➢ Provide induction training at the commencement of employment to train new
employees to be knowledgeable, helpful and enthusiastic.
➢ Provide the physical, human and time resources to support an annual professional
development program for all BizOps employees.

Exceptional product and service quality:

➢ Each store will maintain its establishment base of full-time equivalent employees. All
these staff will have formal retail qualifications and be provided with internal
product and service knowledge training.
➢ Each store will be fitted out to display the full range of the exclusive products from
the current BizOps range to provide the opportunity for sales staff to learn and fully
demonstrate their features.

Time-efficient and cost-effective development process:

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 ➢ Communication systems are in use to reduce travel and time commitments of outlet
managers. S Alan C 8/10/20
Expert and knowledgeable staff:
➢ BizOps employs multiskilled retail sales staff capable of providing after sales product
support to customers.

S Alan C 8/10/20

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No. Activity Resources Procedures Responsible When Budget KPI

Define specifications Minutes Have a meeting with Marketing 01 July Budget of the All members
of the van representatives of outlets, supportive team project 7.5 to attend
marketing manager and Marketing million 50.000 meeting
1
operational service manager Manager Some per outlet according to
representatives of date and
the outlet time.
Research and define Marketing Have a meeting with Marketing team 02 July Budget of the All members
the van supplier group marketing group and define manager project 7.5 to attend
the supplier of the van million 50.000 meeting
2
per outlet according to
date and
time.
Contact the supplier Minutes Have a meeting with Marketing 03 July Budget of the All members
and get the quote of supplier and discuss the project 7.5 to attend
the van price of the van million 50.000 meeting
3
per outlet according to
date and
time.
Define specification of Minutes Have a meeting with Marketing 04 July Budget of the All members
decals attached to the sighwriter, marketing supportive team project 7.5 to attend
van manager and operational Marketing million 50.000 meeting
4
service manager manager per outlet according to
Representatives of date and
sighwriter time.

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 Complete a BizOps Purchase Complete a BizOps purchase Operation 05 July Budget of the Complete the
purchase order order order requisition form that manager project 7.5 purchase
requisition form requisition details the van specifications million 50.000 order
5
form including decals attached to per outlet requisition
the van and the date form correctly
required
Place the order Operational The purchasing officer will Operation team 06 July Budget of the Place the
team review the purchase double manager project 7.5 order of the
check the calculations for Accounting million 50.000 van by 10 July
accuracy, verify the department per outlet
signatures of approval are manager
6
authorized officials
Make sure the purchase
order requisition form is
accurate
Send the order to vendor
Receive the van when Operational Receive the van and check Operation team 30 July Budget of the Receive the
delivered team the specifications and decals manager project 7.5 van and
7 attached to the van million 50.000 decals
per outlet attached by
31 July
8 Forward the invoice to Email Forward the invoice to the Operation team 31 July Budget of the Forward the
the Finance manager finance manager manager project 7.5 invoice to
Finance team million 50.000 finance
manager per outlet manager by
31 July

Activities plan was excellent Alan C

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 3. CONSULTATION PLAN.

Consultation
Strategy Role Objective Methods
stakeholder
Liz Hitchens Marketing Define the specification and Meeting
manager decals of the van Email communication
Video or phone conference
Chang Lin Business Complete the purchase order Meeting Email communication
operations form and place the order Video or phone conference
manager
Aziz Singh Finance Forward the invoice to the Meeting
manager finance manager Email communication
Video or phone conference
Fatima Company Make sure the purchase order Meeting
Williams accountant requisition for are correct Email communication
Video or phone conference
HR Handling recruiting delivery Meeting
Gina Harris Manager drivers to fill vacancies Email communication
Provide the delivery driver job Video or phone conference
description, requirement and
responsibility to the
recruitment agency and hire
the right person in the right
position

S Alan C

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 4. CONTINGENCY PLAN

EVENT LIKELIHOOD IMPACT SLOUTION HOW WHO

ONBUSIN
ESS

Vehicle supplier Medium Medium Pre-order Thorough Operations manager /

cannot supply 150 from check on project manger
units by 31 July. different supplier’s
suppliers capability
to deliver
on time
The corporate logo is LolLow Medium Contact the To make Operation manager
being redesigned and sure the
design team Sign writer
will not be released
and ask if an design of
until August 20 so
emergenc the logo
vehicle decals will have released
y or
to be developed before
priority
before putting the job July
process
out to tender
can be
placed

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The budgeted cost per Medium Medium 1. Pre-order 3. To meet Operations manager
vehicle of $42,680 is from the suppliers
based on the current different company’
exchange rate of the suppliers s budget
Australian dollar. who has a
There is a risk the lower price
dollar value could drop
2. Contact
by 10–15% and suppliers for
increase the value of discounts
the vans by this
percentage

S Alan C 4. 5.
Can also look at risks
later as these two
sections are
interlinked. AC

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 5. BRIEFING:PROCUREMENT OF DELIVERY VANS

Ford transit custom

Ford currently owns the top spot for the most popular van in the UK. As of August, the Ford
Transit Custom had sold 2,439 models in 2018.
The Transit range is very popular. The original Ford Transit is the largest option and can stow
lengths of up to 4.2 metres. The smallest option is the Transit Courier, which is also known
for its superior fuel economy. The Ford Transit Connect is another firm favourite and can carry
up to 993kg of cargo. The advantage of ford van is that it has refined and powerful engine. It
has driver assist safety features and has practical well equipped cabin

Mercedes

As of 2018, the most sought-after Mercedes van is the Sprinter. In fact, it’s number two in
the top 10 list of most popular UK vans. It comes in various styles including the Panel, Crew,
Tourer and Dropside.
Other top choices include the Vito, which can carry between 727 and 1,129kg, and the Citan,
which is the lightest option available from Mercedes.

Nissan

Nissan’s range of vans features a selection of different sizes. The most compact option is the
NV200, which is capable of carrying loads of up to 795kg and boasts a 5.3m turning radius.
The NV400 is another popular choice with plenty of load space, a carry capacity of 2200kg
and a streamlined design.

Toyota

There’s no denying that the Toyota Hilux is a popular van on UK roads. It can carry loads of
up to 1,130kg.
The Toyota Proace, with a maximum load of 1,200kgs, is another winning model to consider.

Reference to the sources of specialist advice that contributed to these recommendations

Here are the references of specialist advice that contributed to these recommendations:
⚫ Car dealer
⚫ The car specialist
⚫ Online resources and reports

Recommendations of a procurement process that aligns with the purchasing policy and
purchasing procedures

Finally I recommend purchasing from Nissan, Purchase requisition preparation involves the
following:

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⚫ All BizOps employees who require a product or service must complete a BizOps purchase
order requisition form that details the items for purchase and the date required.
⚫ All completed purchase order requisition forms are to be approved by an authorized
delegate.

On receipt of a completed purchase order requisition form, the purchasing officer will:

⚫ review the purchase

⚫ double-check the calculations for accuracy
⚫ verify that the signature(s) of approval are authorized officials
⚫ review that the other boxes of the form are complete
⚫ if the purchase order requisition form is not accurate or complete, return it to the
relevant person for amendment
⚫ if the purchase order requisition form is accurate and complete, forward a copy of the
form to the accounting department and generate an order
⚫ send the order to the vendor
⚫ receive the goods when delivered
⚫ Forward the invoice to the Finance Manager.

S Alan C

6. BRIEFING:INTELLECTUAL PROPERTY GUIDELINES

Intellectual property issues that may be associated with the supply of the design:

1. Prepairing a written agreement with signWriter Company and state that the
specifications of design are not disclose, use or sale to a third party.

2. Apply for a trademark for the logo to prevent other companies from using the same
logo.

3. Make sure the vans have the appropriate license such as advertising license or
vehicle decal license before attaching marketing decal to the vans
S Alan C
7. BRIEFING:RETAIL OUTLET WORK TEAMS

BizOps enterprise is launching a new delivery service. The operational plan has as a goal
purchase and decal 150 delivery vans until 13rd of September 2019. This new deliverer
services will be undertaking and coordinated from each outlet. This new service will need a
staff and the suggestion would be to offer new positions for current staff because they
already understand company’s structure and customers.

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It is important for an amazing result to prevent any type of injury to our staff, vans and goods
damages and delivery delay. To help us delivery the best service a “Guide to safe work-related
driving “was created and need to be followed, also each store will be responsible about
compliance with WHS.

Aspects of the operational plan that will need to be implemented at each retail outlet

⚫ The retail store should make sure the store can open to the public on time
⚫ The store manager should organize the meeting with staffs so that they will be aware of
the everything that is going through during operational plans
⚫ Recruit new people or providing training for new staffs

WHS risk assessment and legislative review of the issues associated with having retail staff
operating delivery vans

Accident: Staff without professional training will lead to accident while operating the van.
Delivery delay: staff without properly training may lead to delay in delivery
Customer dissatisfaction: Due to the delivery not on time, customer may feel dissatisfied as
a result of low quality customer service.

S Alan C

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 8. MONITORING PROCESS

Monitoring process
No. Activity Resources Procedures Responsible When Budget KPI

Define Minutes Have a meeting Marketing 01 Budget of All members 30 % of 65% of 100%
specifications of with supportive July the to attend meetings meetings meetings
the van representatives team project 7.5 meeting programme programme programmed
of outlets, Marketing million according to d& d& & completed
1
marketing Manager Some 50.000 per date and completed completed
manager and representative outlet time.
operational s of the outlet
service manager
Research and Marketing Have a meeting Marketing 02 Budget of All members 30 % of 65% of 100%
define the van group with marketing team manager July the to attend meetings meetings meetings
supplier group and project 7.5 meeting programme programme programmed
2
define the million according to d& d& & completed
supplier of the 50.000 per date and completed completed
van outlet time.
Contact the Minutes Have a meeting Marketing 03 Budget of All members 30 % of 65% of 100%
supplier and get with supplier July the to attend meetings meetings meetings
the quote of the and discuss the project 7.5 meeting programme programme programmed
3
van price of the van million according to d& d& & completed
50.000 per date and completed completed
outlet time.
Define Minutes Have a meeting Marketing 04 Budget of All members 30 % of 65% of 100%
specification of with sign supportive July the to attend meetings meetings meetings
4
decals attached writers, team project 7.5 meeting programme programme programmed
to the van marketing million according to & completed

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 manager and Marketing 50.000 per date and d& d&
operational manager outlet time. completed completed
service manager Representative
s of sign
writers
Complete a Purchase Complete a Operation 05 Budget of Complete the the Complete Complete
BizOps purchase order BizOps purchase manager July the purchase purchase 65% of the 100% of the
order requisition order project 7.5 order order purchase purchase
requisition form form requisition form million requisition requisition order order
that details the 50.000 per form form requisition requisition
5 van outlet correctly completed form form
specifications 30%
including decals
attached to the
van and the
date required
Place the order Operational The purchasing Operation 06 Budget of Place the Double Verifying Place the
team officer will team manager July the order of the check the the order by 10
review the Accounting project 7.5 van by 10 calculations signatures July
purchase double department million July for accuracy
check the manager 50.000 per by
calculations for outlet purchasing
6 accuracy, verify officer
the signatures
of approval are
authorized
officials
Make sure the
purchase order

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 requisition form
is accurate
Send the order
to vendor
Receive the van Operational Receive the van Operation 30 Budget of Receive the Contact the Follow up Get the van
when delivered team and check the team manager July the van and supplier the delivered
specifications project 7.5 decals after make purchase
7
and decals million attached by the status
attached to the 50.000 per 31 July purchase
van outlet
8 Forward the Email Forward the Operation 31 Budget of Forward the Write the Forward the Follow up with
invoice to the invoice to the team manager July the invoice to email to invoice to finance
Finance finance Finance team project 7.5 finance finance finance manager
manager manager manager million manager by manager manager
50.000 per 31 July
outlet

S Alan C

9. BUDGET

BizOps Delivery Van Purchases

Goal: 150 delivery Vans - purchased by 31 July
TASKS BUDGET ($)

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 Change 1 Approved Budget
Bid/ Budgeted
Description Variance for exchange rate (10 Balance
Amount
- 15%) $7.500.000,00
Vehicle Cost $42,680 per vehicle $46,948-$49,082
Purchase cost $6,402,000 for 150 vans $7,042,200-$7,362,300
Stamp Duty $64,020 $70,422-$73,623
Registration $200 per vehicle $30,000 total $30,000 total
Total Vehicle Cost Total $6,496,020 $7,142,622-$7,465,923
Decal (Logo) Costs - for van signage
Temporary signage (stickers or magnetic) - retail stores
to install $100 per vehicle $110-$115 per vehicle
Artwork for permanent signage $400 per vehicle $440-$460 per vehicle
Cost for professional Installation onto sides & front of
vans $500 per vehicle $550-$575 per vehicle
Decals Cost Total $150,000 $165,000 - $172,500
Additional Costs
Recruitment of Fleet Manager or 'One-off' Consultant $1000 $1000
Laboratory $1000 $1000
Staff Training $2000 $2000
WHS Training or consultancy $3000 $3000

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 Additional Costs Total $7000 $7000
Post Purchase Budget for individual BizOps Retail
Stores
Annual Insurances $1,000 per vehicle $1,000 per vehicle
Additional Costs Total $150,000 $150,000
SUB-TOTALS $6,683,020 $7,332,622-$7,657,423
INVOICE GRAND TOTAL $6,683,020 $7,332,622-$7,657,423 $7,500,000.00

Very detailed and informative budget excellent work S Alan C

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 10. PROGRESS REPORT (31st July)

Budget
Variance
Operational plan progress activities Comments/Recommendations
Favorable/unfa
vorable
The order for 150 vans has been placed An increase of $2,558 for each van
with a purchase value of $45,238 for each unfavorable according to the budget. Report on
van. increase as budget risk.
There is shortfall in supply and only 67
Follow up with the supplier and make
vans have been delivered. The remainder
Unfavorable sure the remaining vans to be
should be delivered in two months.
delivered.

The van decal has not received final

approval from the CEO, but this is Make sure the finance group prepared
Favorable
expected within the next few days. the payment for design of decal

All of the supplied vans should be decaled Only 67 vans delivered and available
in the next 30 days. Unfavorable for decal. The remaining van only can
be decaled on August - 30 September
The remainder of the decaled vans should
be decaled within 30 days of their Van decal is not a time consuming job
Favorable
delivery. and can be done within designed time.

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Project management costs need to extend The budget increases due to extension
to 12 weeks, but the second six-week of project management period. The
Unfavorable total project management fee should
period should only cost $3,000 per week.
be maintain below $6000 even if
extend to 12 weeks.
The purchase order specified vans with
manual transmission. They only require a The company should arrange training
normal driver’s licence for operation, but for retail staff. Hire experienced
Unfavorable
approximately 50% of the retail staff have manual transmission driver so that the
never driven a manual vehicle. delivery can start soon.

S Alan C

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11. OPERATIONAL COACHING PLAN

Timelines & Monitoring Risk

Operational Budget Outline of
Responsible activity analysis KPIs
activity allocation tasks
persons
Anyone As
who employees
$63,000
attends the have Ensure all
$200 per All staffs
training different staff are
staff with have to
Retail sessions learning well
315 staffs attend the
Provide manage: should abilities, trained and
training
staff All training complete a some of the have basic
sessions for
training for should be feedback staff may knowledge
operating
using the completed form and not able to on
the van with
van before signed the successfully operating
manual
31August attendance complete of the vans
transmission
sheet. the training before 31
sessions August
before end
of August
Request a After the Human The The retail
training staff is not Make sure
skilled initial resource
$78,750 program professional all staff are
workplace training, manager:
$250 per should for well
coach they have Hire a
staff with conduct on operating trained by
support requested skilled
315 staffs weekly the vans skilled
them in that a skilled workplace
basis and and need workplace
using the workplace coach by 31
should more coach
van for their coach August

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 first five support come up training before 30
deliveries them in Retail with report session September.
using the manager: for each which
van for their Ensure all class to increases
first five staff can be assess the the budget.
deliveries. further staff’s
trained ability.
before 30
September

S Alan C

12.INFORMATION MANAGEMENT GUIDELINES

BizOps aims to manage its information and information systems effectively so it can:
• ensure the right information is captured at the right time
• demonstrate accountability and provide transparency in its decision-making processes
• improve access, retrieval and reuse of information for those who require it
• ensure accuracy, consistency and currency of business records
• ease of navigation through BizOps records and information
• improve security of records that, for confidentiality or privacy reasons, require additional protection

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 • streamline business processes
• comply with legal and regulatory obligations.
S Alan C

13.IMPLEMENTATION STRATEGY: Operational Plan - Sales staff

Staff Recruitment Strategy

Respo
Operationa
Objective KPI nsibilit Procedures When Budget Monitor Progress
l activity
y
Hire new Recruiting new Meet HR Follow BizOps ASAP $2,000 65% of task 100% of
30 % of task
staff staff to maintain requirements Manag polices and recruitmen completed completed task
the quality and er procedures t cost per completed
increase sales vacant
position
Performanc To make sure all All staffs to Retail The retail Once a N/A 65% of task 100% of
30 % of task
e staffs to meet meet customer manag manager should week completed task
completed
evaluation customer service service policy er observe and completed
policy requirements evaluate staff’s
requirements performance.
The appraisal
policy should be
placed if the
staff do not
meet the
requirements.

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Training for All new staff All new staff Retail The retail As soon In house 65% of task 100% of
30 % of task
new staff should be trained should be manag manager should as new training completed task
completed
for two weeks provided a two er arrange 2 week staff completed
before working week training training sessions hired
alone. for all new staffs

S Alan C

BizOps recruitment policies:

Principles
• BizOps will meet its legal obligations and organisational requirements with respect to information management.
• All records created by staff (including contractors) in the course of their duties remain the physical and intellectual property of BizOps. Personal
use of records and information is prohibited unless approved by the Business Operations Manager or senior management.
• Record keeping is planned to ensure that all BizOps records embody the required characteristics; authenticity, integrity, reliability and usability.
• All staff are trained in their record-keeping responsibilities and supported appropriately.
• All staff will follow this policy.
• All documents in the information systems will be available for access and use unless privacy or confidentiality issues have been defined and
agreed with the Business Operations Manager.
Roles and responsibilities
All staff are responsible for:
• creating full and accurate records

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• Understanding and complying with this policy and its supporting policies and procedures
• using BizOps information management systems to store and manage all business records and information, including physical and digital
correspondence
• assigning appropriate metadata to both physical and digital records
• following appropriate naming conventions for documents they create/capture
• reporting any risks or issues to the Business Operations Manager as early as possible
• transferring physical files to the offsite facility following the approved procedure. Senior management is responsible for:
• approving amendments to this policy as required
• supporting a culture that values effective records and information management
• Actively supporting records and information management policies
• ensuring implementation of the policy within individual teams.

S Alan C

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Greystone College Australia BSBMGT517 Assessment TemplatesVersion V2.0420Page 30 of 30