Student Assessment Booklet BSBOPS501 MANAGE BUSINESS RESOURCES Students to complete this section OFFICE USE ONLY Assessment Task 1: Plan for Business Resource Acquisition Assessment Task Result ☐...

OFFICE USE ONLY
    Assessment Task 1: Plan for Business Resource Acquisition
    Assessment Task Result
☐ Satisfactory ☐ Not Satisfactory
    Is a reassessment or resubmission required?
☐ Yes ☐ No
    Resubmission Notes:
    Feedback:
    Assessment Task 2: Monitor and Reporting on Business Resources
    Assessment Task Result
☐ Satisfactory ☐ Not Satisfactory
    Is a reassessment or resubmission required?
☐ Yes ☐ No
    Resubmission Notes:
    Feedback:
    Assessment Task 3: Manage Business Resources
    Assessment Task Result
☐ Satisfactory ☐ Not Satisfactory
    Is a reassessment or resubmission required?
☐ Yes ☐ No
    Resubmission Notes:
    Feedback:
    Assessment Task 4: Manage Business Resources
    Assessment Task Result
☐ Satisfactory ☐ Not Satisfactory
    Is a reassessment or resubmission required?
☐ Yes ☐ No
    Resubmission Notes:
    Feedback:
    Assessment Task 5: Written Questions
    Assessment Task Result
☐ Satisfactory ☐ Not Satisfactory
    Is a reassessment or resubmission required?
☐ Yes ☐ No
    Resubmission Notes:
    Feedback:
    Assessor name:
    Assessor signature:
    Date:
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    Table of Contents
Assessment Overview    5
Assessment Task Summary    6
Assessment Documents    6
Required Additional Documents    6
Assessment Task Cover Sheet    7
The Assessment Process and Your Rights    7
Submitting your Assessment Tasks    7
Assessment Attempts and Resubmissions    7
Assessment Outcomes    7
Plagiarism, Cheating and Collusion    8
Assessment Appeals    8
Reasonable Adjustment    8
Information about Assessment    9
Dimensions of Competency    9
Principles of Assessment and Rules of Evidence    9
Principles of Assessment    9
Rules of Evidence    9
Glossary of Instructional Task Words    10
Assessment Task 1: Plan for Business Resource Acquisition    11
Part A: Identify Resource Requirements    13
Part B: Procurement and Resource Plan    20
Part C: Allocation and Monitoring    24
Assessment Task 2: Monitor and Reporting on Business Resources    27
Assessment Task 3: Manage Business Resources    32
Part A: Identify Resource Requirements    33
Part B: Procurement and Allocation of Resources    37
Part C: Monitoring    39
Part D: Resource Usage Reporting    41
Assessment Task 4: Manage Business Resources    45
Part A: Identify Resource Requirements    47
Part B: Resource Monitoring, Reporting and Evaluation    51
Assessment Task 5: Written Questions    55
    Assessment Overview
This Student Assessment Booklet includes all your assessment tasks for BSBOPS501 Manage business resources.
Assessment Task Summary
This unit requires you to complete five assessment tasks. You must satisfactorily complete all tasks to achieve competency for this unit.
    Assessment Task
    Assessment Method
    Task Summary
    Assessment Task 1: Plan for Business Resource Acquisition
    Project and role-play
    This task consists of three parts:
· Part A: Identify Resource Requirements
· Part B: Procurement and Resource Plan
· Part C: Allocation and Monitoring
    Assessment Task 2: Monitor and Reporting on Business Resources
    Project and role-play
    For this task, students are required to evaluate the monitoring data and create a report.
    Assessment Task 3: Manage Business Resources
    Project and role-play
    This task consists of four parts:
· Part A: Identify Resource Requirements
· Part B: Procurement and Allocation of Resources
· Part C: Monitoring
· Part D: Resource Usage Reporting
    Assessment Task 4: Manage Business Resources
    Project and role-play
    This task consists of two parts:
· Part A: Identify Resource Requirements
· Part B: Resource Monitoring, Reporting and Evaluation
    Assessment Task 5: Written Questions
    Written questions
    Students must answer nine written questions in an open-book written assessment.
    Assessment Documents
Required Additional Documents
The following additional documents support this Student Assessment Booklet and form part of the assessment tool for this unit. You will require them to complete the assessments for this unit.
· CBSA Business Plan
· CBSA Style guide
· Health and Safety Policy Procedures
· Communication Policy Procedures
· Quality Assurance Policy Procedures
· Document Management Policy Procedures
· Procurement Policy Procedures
· Feedback Ballarat
· Feedback Wangaratta Shepparton and Bendigo
Assessment Task Cover Sheet
At the beginning of each task in this booklet, you will find an Assessment Task Cover Sheet. Please fill it in for each task where you need to submit items for assessment, making sure you sign the student declaration.
Your assessor will give you feedback about how well you went in each task and will write this on the back of the Task Cover Sheet.
    The Assessment Process and Your Rights
Submitting your Assessment Tasks
When you have completed your assessment tasks, you will need to submit them, according to the instructions provided to you by your assessor or RTO.
If you are provided with a due date, you must make sure you submit your tasks in accordance with it. You may be required to apply for an extension if you require extra time, according to your RTO’s policies and procedures.
Instructions about submission can be found at the beginning of each assessment task.
Make sure you keep a copy of your tasks before you submit them. Your RTO will need to keep them as evidence and may not be able to return them to you.
Assessment Attempts and Resubmissions
You have up to three attempts to complete each assessment task satisfactorily. If after the third attempt, you have not completed a task satisfactorily, your assessor will make alternative a
angements for assessment, which may involve additional training and time to consolidate your skills and knowledge. When you are required to resubmit, you may be required to:
· resubmit inco
ect answers to questions (such as for written tasks and case studies)
· resubmit all or part of a project, depending on how the e
or affects the overall outcome of the task
· redo a role-play after being provided with appropriate feedback about their original performance
· be observed a second (or third) time undertaking any tasks or activities that were not completed satisfactorily the first time, after being provided with appropriate feedback.
When you are required to resubmit, you’ll be given a due date for your resubmission. For example, you may:
· be given 30 days in which to resubmit inco
ect responses to written tasks, projects and so on
· be provided with on-the-day feedback about their performance in a role-play and then redo the task immediately
· need to redo workplace-based tasks (if applicable) during the same workplace visit or in a later observation – you should discuss a
angements with the student’s supervisor to agree on a suitable time and date for reassessment.
All re-submissions will be conducted in accordance with the RTO’s policies and procedures.
Assessment Outcomes
Each assessment task will be given an outcome of either Satisfactory (S) or Not Satisfactory (NS). You must complete all tasks satisfactorily to achieve an overall outcome of Competent (C) for a unit. If one or more of the tasks are assessed as Not Satisfactory, you will be given an outcome for the unit of Not Yet Competent (NYC).
You will be given a total of three attempts to complete each task and achieve a Satisfactory outcome. In the case of resubmission, you will be given a date by which you will need to resubmit, and you’ll be given feedback about what needs to be addressed in your resubmission.
Plagiarism, Cheating and Collusion
Plagiarism, cheating and collusion on assessments are not acceptable. Any incidence of this is considered academic misconduct. The definitions of each of these are below.
· cheating – seeking to obtain an unfair advantage in the assessment of any piece of work
· plagiarism – to take and use the ideas and/or expressions and/or wording of another person or organisation and pass them off as your own by failing to give appropriate acknowledgement. This includes material from any sources, such as staff members, other students, authors, texts, resources and the internet, whether published or unpublished
· collusion – an unauthorised collaboration between students.
Where your assessor believes there has been an incident of academic misconduct involving plagiarism, cheating, and/or collusion, this will be addressed in line with the RTO’s policies and procedures which may ultimately lead to your withdrawal or your needing to complete the whole unit again.
Assessment Appeals
If you don’t agree with an assessment decision made, you have the right to appeal it. You may need to lodge your request for an appeal within a certain amount of time from the original decision being made. You will need to make your appeal in writing and follow your RTO’s process for appeals. Refer to your Student Handbook for more information about our appeals process.
Reasonable Adjustment
A legislative and regulatory framework underpins and supports the delivery of vocational education and training across Australia. Under this framework, providers of vocational education and training must take steps to ensure that students with recognised disabilities have the same learning opportunities and same opportunities to perform and complete assessments as students without disabilities. Sometimes reasonable adjustments are made to the learning environment, training delivery, learning resources and/or assessment tasks to accommodate the particular needs of a student with a disability. An adjustment is reasonable if it can accommodate the student’s particular needs while also taking into account factors such as:
· the views of the student
· the potential effect of the adjustment on the student and others
· the costs and benefits of making the adjustment.
RTOs are obliged by law to provide reasonable adjustments where required to ensure maximum participation of students with a disability.
Making reasonable adjustments requires the RTO to balance the need for change with the expense or effort involved in making this change. If an adjustment requires a disproportionately high expenditure or disruption, it is not likely to be reasonable.[footnoteRef:1] [1: Source: Innovation & Business Skills Australia. (2015). BSB business services training package: implementation guide. Retrieved from https:
vetnet.gov.au/Public%20Documents/BSBv1.2%20Business%20Services%20Implementation%20Guide.pdf.]
Please discuss with your assessor if you believe a reasonable adjustment to an assessment task, method or process needs to be made on the basis of disability.
    Information about Assessment
Dimensions of Competency
To be competent, you must show your ability to perform effectively in a
oad capacity. The dimensions of competency ensure the person being assessed has the skills to perform competently in a variety of different circumstances. To be competent, you must demonstrate the following:
· Task Skills: The skills needed to perform a task at an acceptable level. They include knowledge and practical skills, and these are usually described in the performance criteria.
· Task Management Skills: These are skills in organising and coordinating, which are needed to be able to work competently while managing a number of tasks or activities within a job.
· Contingency Skills: The skills needed to respond and react appropriately to unexpected problems, changes in routine and
eakdowns while also performing competently.
· Job Role/Environment Skills: The skills needed to perform as expected in a particular job, position, location and with others. These skills may be described in the range of variables and underpinning skills and knowledge.
Principles of Assessment and Rules of Evidence
Assessment must be conducted in accordance with the rules of evidence and principles of assessment. The following definitions of these terms are taken from the Australian Skills Quality Authority’s Users’ guide: standards for registered training organisations (RTOs) 2015.
Principles of Assessment
· Validity: ‘Any assessment decision of the RTO is justified, based on the evidence of the performance of the individual learner. Validity requires:
· assessment against the unit(s) of competency and the associated assessment requirements covers the
oad range of skills and knowledge that are essential to competent performance
· assessment of knowledge and skills is integrated with their practical application
· assessment to be based on evidence that demonstrates that a learner could demonstrate these skills and knowledge in other similar situations
· judgement of competence is based on evidence of learner performance that is aligned to the unit/s of competency and associated assessment requirements.’
· Reliability: ‘Evidence presented for assessment is consistently interpreted and assessment results are comparable i
espective of the assessor conducting the assessment.’
· Flexibility: ‘Assessment is flexible to the individual learner by:
· reflecting the learner’s needs
· assessing competencies held by the learner no matter how or where they have been acquired
· drawing from a range of assessment methods and using those that are appropriate to the context, the unit of competency and associated assessment requirements, and the individual.’
· Fairness: ‘The individual learner’s needs are considered in the assessment process. Where appropriate, reasonable adjustments are applied by the RTO to take into account the individual learner’s needs. The RTO informs the learner about the assessment process and provides the learner with the opportunity to challenge the result of the assessment and be reassessed if necessary.’
Rules of Evidence
· Validity: ‘The assessor is assured that the learner has the skills, knowledge and attributes as described in the module or unit of competency and associated assessment requirements.’
· Sufficiency: ‘The assessor is assured that the quality, quantity and relevance of the assessment evidence enables a judgement to be made of a learner’s competency.’
· Cu
ency: ‘The assessor is assured that the assessment evidence demonstrates cu
ent competency. This requires the assessment evidence to be from the present or the very recent past.’
· Authenticity: ‘The assessor is assured that the evidence presented for assessment is the learner’s own work.’
Glossary of Instructional Task Words
The assessment tasks use a range of instructional words, such as ‘compare’ and ‘list’. These terms will guide the student and yourself regarding the level of detail that must be provided in students’ answers. Some questions will also tell you how many answers students need to give – for example, ‘Describe three strategies…’. Use the following glossary to guide you in interpreting the words in the tasks:
· Analyse – This means you should
eak an issue down into its component parts, identify them and explain how they relate. You should discuss the issue in detail and methodically.
· Compare – This means you should describe the similarity or differences between two or more things, ensuring you also discuss the relevance of the differences. You may also be asked to ‘contrast’, as in ‘compare and contrast’, which means you are also focusing on the dissimilarity.
· Define – This means you should explain the meaning or interpretation of a term or concept in your own words, including any qualities which are essential to understanding.
· Describe – This means you should outline the most noticeable qualities or features of an idea, topic or the focus of the question.
· Discuss – This means you must point out the important issues or features, key points, possible interpretations, and debate through argument. You should provide reasons for and against.
· Evaluate – This means you must judge or calculate the quality, importance, amount, or value of something. You must provide an in-depth answer with as much detail as possible.
· Explain – This means you need to make something clear or show your understanding by describing it or providing information about it. You will need to make clear how or why something happened or something is the way it is.
· Identify – You must recognise something and indicate what the required information is. The length of the answer should be guided by what you are being asked to identify.
· List – You must record short pieces of information in a numbered or bulleted form with one or two words or sentences on each line.
· Outline – You must give a
ief description of the main facts or sequence of events about something. The length of the response should be guided by what you are required to outline. As long as you include the main facts or points, then that’s enough.
· Summarise – You must express the most important facts or points about something in a short and concise form.
    Assessment Task 1: Plan for Business Resource Acquisition
    
    The following assessment tasks use a simulated business called Complete Business Solutions Australia (CBSA). In order to complete the assessment tasks, you will need to access information, templates, policies and procedures associated with CBSA. This can be done in one of two ways: either your assessor will provide you with copies of the appropriate documents, or they will provide you with login details for CBSA’s website. Navigate to www.cbsa.com.au, select ‘Log in’ and enter your username and password prior to completing your assessment tasks.
For this assessment, you will play the role of Sally Pierce, CBSA Personal Assistant. CBSA is a consultancy service providing assistance with compliance, finances, human resources, information technology and other business needs to ensure that businesses have the expertise and support they need to survive and prosper. You should familiarise yourself with what CBSA does, its services and history, the organisational structure of the business, its employees, and its mission, vision and business objectives.
    Task Summary
    This task consists of three parts:
· In Part A, you are to identify the resources needed for an event and research suitable suppliers.
· In Part B, you are required to procure the resources and develop resource monitoring.
· In Part C, you are to allocate resources and implement monitoring.
    Resources and Equipment Required
    · Access to textbooks and other learning materials
· Access to a computer with the internet and email
· Access to Microsoft Word or a similar program
· Access to Microsoft Excel or a similar program
· CBSA business documents, organisational policies and procedures (accessible via the CBSA website)
· CBSA Business Plan
· CBSA Style guide
· Meeting procedure
· Health and Safety Policy Procedures
· Communication Policy Procedures
· Quality Assurance Policy Procedures
· Document Management Policy Procedures
· Procurement Policy Procedures
· The following templates are provided:
· Procurement Management Plan
· Resource Procurement Information Document
· Purchase Order Template
· Email Template
    Where and When this Task Will be Completed
    · You will complete this task in your own time, or you may be provided with time in class to complete it (where applicable)
· Your Assessor will provide you with the date and time for this assessment
    What Happens if you get Something Wrong?
    · If you get something wrong, you will need to resubmit that part of the task or the related document that has not been completed co
ectly or fully.
· Your assessor will provide you with guidance as to what needs to be resubmitted and how.
    Task Instructions
    · Complete all parts of the assessment below.
    Part A: Identify Resource Requirements
To begin this part read the following email and then complete the tasks that follow:
    
    To:
    Sally Pierce ([email protected])
    
    CC
    Tina Hughes ([email protected]) Steve Alfonso ([email protected])
    
    From:
    Gavin Stead ([email protected])
    
    Date/time:
    Tuesday 11:00 a.m.
    
    Subject:
    Small Business Workshops
    
    Attachment:
    Travel Policy and Procedure.docx, Procurement Management Plan.docx, Resource Procurement Information Document.docx
    Good Morning Sally,
We are working with Business Vitoria on their Small Business Workshops focussed on country Victoria. Tina Hughes (Sales and Marketing Manager) and Steve Alfonso (Training Manager) are going ‘on the road’ to run business solutions workshops in regional cities. This will raise awareness for the organisation with the local councils, credibility with Business Victoria and drum up some more consulting work.
We need to get the first workshop in Ballarat completed successful, so we can look at the best way to roll this out across all ten regional city local government areas. These include Ballarat, Greater Bendigo, Greater Geelong, Greater Shepparton, Horsham, Latrobe, Mildura, Wangaratta, Wa
nambool and Wodonga.
I would like you to meet with both Tina and Steve and determine what resources they have identified for the first workshop in Ballarat next month, 3rd week of September. You will be required to work with them both to create the following:
· Complete Procurement Management Plan (template attached) for the resources.
· Use the Resource Procurement Information document to identify a minimum of three quotes from different suppliers. It will probably be easier for you to search the internet as well as contact suitable suppliers to get the best deals.
· Submit both documents to me for approval.
The allocated budget is set at $4,000 to cover all travel, equipment, workshop venue and catering as well as petrol and other miscellaneous expenses such as printing, etc. Please include the rate of $30 per hour for Steve and Tina for the day of the workshop as well as a meal allowance of $30 each. Once the workshop is completed, all expenses must be within budget.
Please ensure that you have read the following organisational documents before the meeting:
· Health and Safety Policy Procedures
· Procurement Policy and Procedures, for purchases greater than $200
· Travel Policy and Procedure (attached)
We only have a draft Travel Policy and Procedure which I’ve attached. It will eventually be updated by HR to include the suggestion and lessons learnt that are identified with running the regional workshops.
Kind regards,
Gavin Stead
    Managing Directo
300 Fictional Way, Sydney, NSW 2000
Phone: 1800 111 222
www.cbsa.com.au
Attachment Below:
· Travel Policy and Procedure.docx
    Travel Policy and Procedure
    Purpose
The purpose of this procedure is to optimise safe travel (‘driving’) for employees and contractors of CBSA
As employees and contractors at times need to travel to clients at various locations, this procedure will ensure that working hours do not exceed those allowed and that employees take rest
eaks and their health and safety are made a priority when driving.
Scope
This procedure will apply to all employees and contractors who perform work for CBSA.
Activities/Responsibilities
Employees or contractors must adhere to the following:
· A company vehicle or authorised car hire must be used for work purposes – the use of private vehicles is not permitted.
· All employees driving a company vehicle or work authorise car hire must provide a copy of their cu
ent and valid driver’s licence to the HR Manager before using the vehicle.
· Any employee driving a work vehicle or authorising car hire must adhere to any conditions imposed on their individual driver’s licences.
· Any employee driving a work vehicle or authorise car hire must obey the road laws of the States/Te
itories in which they drive.
· Any employee driving a work vehicle or authorise car hire must have a zero blood alcohol level at all times when driving.
· Employees must not drive for longer than 8 hours in a single day – this includes:
· driving from home to work
· driving between client sites
· driving from work to home.
· Employees must not work for more than 12 hours per day, including travel time.
· Employees must fill in the Vehicle Logbook contained in the glove box of each vehicle before and on completion of each journey.
· Employees must use a company credit card to make fuel and other vehicle purchases retaining copies of all receipts and forwarding them to the Accounts Manager on the return of the vehicle.
Effective date:
Draft Copy 2020
Task Instructions
Based on the email, you are to complete the following tasks:
Step 1
In this task, you will be undertaking a role-playing meeting with the Tina Hughes (Sales and Marketing Manager) and Steve Alfonso (Training Manager) to determine the resource requirements for the first business workshop in Ballarat. The assessor will organise for a meeting space to be set up prior to the role-play to replicate a meeting room at CBSAs premises which is to include a table and chairs for all role-play participants.
The assessor will give you 15–20 minutes prior to the role-play to prepare for the meeting. During this time, you should review the following CBSA documents (available via the CBSA website):
· Business Plan
· Procurement Policy and Procedures.
For the purpose of the meeting, the assessor will role-play one of the Managers, and one delegated student will role-play the other Manager.
During the meeting, you are to take the lead by:
· greeting the attendees
· asking questions to determine their exact resource needs
· confirming your understanding of their needs.
During the meeting, you are to answer any questions that the managers may have, seek to gain agreement with the attendees on their exact requirements and possible suppliers to approach.
You need to document their requirements during the meeting, so ensure you have a pen and paper, or electronic device that can record their requirements.
    During this task, your assessor will be looking to see that you can:
· participate effectively in spoken interactions using active listening and questioning skills to confirm and clarify understanding
· select the appropriate form, channel and mode of communication for a specific purpose relevant to your own role
· cooperate with others, playing an active role in facilitating group interaction
· document the requirements of the workgroup
Step 2
You will need to complete a Procurement Management Plan as well as the Resource Procurement Information Document and email them to Gavin Stead for approval:
· Based on the list of items identified in the meeting, use the internet to research suitable suppliers, items and costs as well as contact information.
· Review the risk table in the Health-and-Safety-Policy-Procedures and use it when completing the risk section, including any contingencies plans that might be required for the key scenarios.
· The criteria and weighting for the decisions on the car hire, equipment, venue and catering are below and reflect what was discussed in the meeting:
· Car hire:
· value for money (deals available) – high
· car engine size suitable for high mileage, room for two people plus equipment – high
· multiple hire discounts – medium
· roadside assist – high
· car hire insurance – high.
· Equipment:
· projector – options to hire or to buy will affect the value for money and future use. Some venues have projectors or TV screens, and others may not:
· high lumen
ightness – high
· value for money – medium
· product reliability – medium.
· other-equipment includes: a portable whiteboard, chart paper, whiteboard pens and eraser, USB presentation pointer, a portable speaker which all have to be available immediately.
· Venue and catering: The venue will generally be a meeting room in a business centre or if possible, the council offices. Look at different size rooms as attendee numbers could be from 10–25 people. The room must have a projector screen or a suitable alternative.
· Catering for morning tea, (fruit, pastries, muffins) needs to be:
· somewhere close by to venue – high
· recommended – medium
· can cater to diverse dietary needs – medium
· cost-effective – high.
    
    To:
    [text]
    
    From:
    Sally Pierce ([email protected])
    
    Date/time:
    [text] a.m. / p.m.
    
    Subject:
    [text]
    
    Attachment:
    [text]
    To [enter text],
Kind Regards,
[enter text]
     [enter text]
300 Fictional Way, Sydney, NSW 2000
Phone: 1800 111 222
www.cbsa.com.au
Attachment Below:
· Procurement Management Plan.docx
    Procurement Management Plan
    Procurement Details
    Overview
    In this project the first marketing workshop has been planned at ballara and the different resources that are required for the completion of the workshop also discussed alongside the different risks that can threaten the completion of workshop.
    Related project
    managing the health and safety of the workers
    Date required by
    12-08-2022
    Resources to be procured
    venue for catering, car hire and equipment
    Risk Assessment
The following risks, their impacts and consequences and any treatments are documented as follows:
    Risk
    Impact
    Consequence
    Likelihood
    Risk rating
    Controls
    lack of resources
    high
    high
    high
    high
    assigning the tasks according to the proficiency
    lack of tcehnical expertise
    medium
    medium
    high
    medium
    hire the talent globally
    lack of venue
    high
    medium
    high
    high
    a
ange the venue prior to the meeting using proactive approach
    
    
    
    
    
    
    Contingency Planning
    Scenario
    Response
    Key Responsibilities
    Timeline
    
    
    Who
    What
    When
    Technical issue
    hire the technical experts to manage the implications related to technology dependency
    Project manager, technical manager
    it is mandatory to hire the technical expertise in the organization to manage the issues related to technical fault
    
    change in venue
    a
ange and plan an alternative venue prior to the event or workshop
    Project manager, technical manager
    it is the responsibility of the project manager to plan and schedule the venue according to the availability
    
    unavailability of resources
     a
ange the resources according to their efficiency
    Project manager, technical manager
    a
ange the equipment prior to the event.
    
    
    
    
    
    
    Market Approach
Quotes will be sought from the following suppliers:
    Supplie
    Contact
    Steve
    [email protected]
    olive
    [email protected]
    
avo
    
[email protected]
    Evaluation Criteria
The following evaluation criteria and weightings will be used to evaluate quotes:
    Evaluation criteria
    Weightings
    quality
    1
    cost
    2
    Quantity
    3
    Request and Approval
The following staff member has recommended that quotes be sought from the identified suppliers:
    Requeste
    
Gavin Stead ([email protected])
    Position
    project manager
    Date
    12-08-2022
    The approval or non-approval to proceed is documented below:
    Approved (Y/N)
    Sally Pierce ([email protected])
    Approve
    sales and marketing manage
    Position
    board of director
    Date
    12-08-2022
· Resource Procurement Information Document.docx
·
    Resource Procurement Information
    (Colour fill the prefe
ed supplier in Green)
    
    Supplie
    Contact Info
    Item
    Cost
    1
    Steve
    [email protected]
    car
    $500
    2
    osca
    [email protected]
    
    $600
    3
    
    
    
    
    1
    olive
    [email protected]
    venue
    $1000
    2
    jackson
    [email protected]
    
    $1200
    3
    
    
    
    
    1
    
avo
    
[email protected]
    equipment
    $2500
    2
    
    
    
    
    3
    
    
    
    
    1
    
    
    
    
    2
    
    
    
    
    3
    
    
    
    
    Submission Requirements: Part A
    · Email to Gavin Stead
· Procurement Management Plan
· Resource Procurement Information
    Part B: Procurement and Resource Plan
To begin this part read the following email and then complete the task that follows:
    
    To:
    Sally Pierce ([email protected])
    
    CC
    Tina Hughes ([email protected]) Steve Alfonso ([email protected])
    
    From:
    Gavin Stead ([email protected])
    
    Date/time:
    Friday 10:05 a.m.
    
    Subject:
    Small Business Workshops
    
    Attachment:
    Purchase Order Template.docx
    Good Morning Sally,
Well done on the procurement plan and the resource list. I give you the authorisation to go ahead and make the purchases you have negotiated and recommended. Please go ahead and issue the purchase orders (copy attached) making sure you copy in the Account department as they will be the ones paying the invoices.
It is important to track the business workshop project properly, so I would like you to create a monitoring spreadsheet that covers:
· resource purchases
· additional expenses such as petrol, meal allowances for Tina and Steve while travelling
· working hours for Tina and Steve for the day of the workshop
· schedule of tasks to be complete before and after the workshop
· tracking the success of the workshop – this will be in the satisfaction of the attendees but also the number of conversions into business clients. I’ve included a copy of the feedback form that Steve usually uses so you can use this as the basis of a spreadsheet to collate the feedback from the workshop. I also want feedback from the facilitators, Steve and Tina.
The monitoring will ensure you stay within the set budget of $4,000 and keep track of all the tasks associated with this project as well as track our success factors.
Kind Regards,
Gavin Stead
    Managing Directo
300 Fictional Way, Sydney, NSW 2000
Phone: 1800 111 222
www.cbsa.com.au
Attachment Below:
    Workshop Feedback Form
    Session detail
    (To be completed by attendee)
    Name
         
    Email
         
    Organisation Name
         
    Mobile
         
    Location
         
    Date of session
         
    Facilitators name
         
    
    
    Session feedback
    
    For each of the statements below, please tick a rating and add comments
    1 = Very Good
    2 = Good
    3 = Average
    4 = Poo
    
    1
    2
    3
    4
    N/A
    Comments
    Duration of session
    ☐
    ☐
    ☐
    ☐
    ☐
         
    Enough information covered
    ☐
    ☐
    ☐
    ☐
    ☐
         
    Facilitators knowledge about the topic
    ☐
    ☐
    ☐
    ☐
    ☐
         
    Facilitators knowledge in providing clear answers
    ☐
    ☐
    ☐
    ☐
    ☐
         
    Relevance and appropriateness of examples used
    ☐
    ☐
    ☐
    ☐
    ☐
         
    Quality of room and facilities
    ☐
    ☐
    ☐
    ☐
    ☐
         
    The benefit of the session in your work
    ☐
    ☐
    ☐
    ☐
    ☐
         
    What would you change or improve about the session (please comment)?
         
    Would you be interested in more information about the services of CBSA
    Financial
    ☐
    Compliance
    ☐
    Marketing
    ☐
    Training
    ☐
    Systems and...