CMI 515: Creating and Delivering Operational Plans – A Comprehensive Guide

Each task in this assessment brief has been developed to enable you to evidence achievement of the learning outcomes and assessment criteria for CMI 515: 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 brief please read the CMI 515 unit specifications thoroughly as only the content related to the achievement of the assessment criteria will be assessed.
• Research the topics being assessed. Suggested reading/web resources are provided on the CMI 515 unit specification. Your tutor may signpost you to relevant resources. Additionally, you may access excellent online resources at ManagementDirect https://members.md.cmi.org.uk. Please note that if you have a customised site the link will differ, please contact your Centre for clarification.
• If you are enrolled on the Trailblazer Apprenticeship programme, you are encouraged to review the Apprenticeship Standard for Operations/Departmental Manager.

Completing the assessment brief

• The assessment brief contains a series of tasks which are clearly referenced to the relevant assessment criteria and indicative content.
• Refer to the Assessment Guidance Table at the end of the assessment brief which outlines the requirements for a Pass or Refer.
• Evidence must be provided in the evidence booklet. Additional work based evidence such as plans or documentation (which has been referred to within the main text) should be included at the end of the booklet marked ‘Work Based Evidence’. Appendices are not a requirement of this assessment brief.  If appendices are included these will not be marked or moderated by the CMI.
• Work based evidence must be accompanied by a supporting statement in the learner evidence box, to explain the link to the assessment criteria. Work based evidence (where required by the task) must not exceed SIX (6) pages.  Files embedded in the booklet must not exceed 10MB.
• The evidence booklet must be completed in a professional manner (e.g. applying business conventions for writing formal reports) and by using Microsoft Word, Rich Text Format or another compatible software programme 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.
• Finally, you must sign the Learner Authenticity statement (an electronic signature is accepted).

Learner support

 For information regarding policies and procedures for assessment (e.g. special assessment arrangements, learner support, appeals, complaints, certification, confidentiality, plagiarism) you should contact your tutor or Centre manager and refer to the CMI Level 5 in Management and Leadership syllabus.

Being equipped with the knowledge, skills and behaviours to create and deliver operational plans in a variety of organisational settings is essential if an individual and their organisation are to succeed.

Assessment brief CMI 515 has been designed to enable learners to evidence their ability to translate organisational objectives into operational plans. Learners will evidence their understanding of the strategic direction of an organisation and how they can contribute to the strategic planning process. They will review the knowledge and skills needed to create and deliver operational plans, including the setting of key performance indicators, how to monitor quality and outcomes against plans and how to report effectively on findings.

Assessment brief CMI 515 features the following assessment tasks. Further detail is provided against each assessment task within the brief.

 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 2500-3000 words within a margin of +/-10%.  The excessive use of word count is not grounds for referral, however, the CMI reserve the right to return work to the Centre for editing and resubmission by the Learner.

The following are excluded from inclusion in word count, if used and not required by the assessment brief: an introduction to a job role, organisation or department; index or contents pages; headings and sub headings; diagrams, charts and graphs; reference list or bibliography; reflective statement drawn from undertaking the assignment and how this has impacted on the learner’s work. Please see the CMI Assessment Guidance Policy for further guidance.

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.

Assessment brief CMI 515 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.

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

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

To create an operational plan, it must achieve operational objectives, that the manager understands the impact of organisational and legal factors and ethical requirements on operational planning.

There are THREE (3) options for answering this task.  You only need to select ONE (1) option.

You are required to create an operational plan in line with organisational objectives (AC2.3).

Option 1: Present a copy of an operational plan you have already created for one area of work in line with organisational objectives. The operational plan must be for a minimum of three months, and either:

• Include the document(s) in the Work Based Evidence section of this assessment booklet, or
• Provide your documentation as separate document(s) outside of this assessment booklet.
  NB: Where separate documents are provided they must not exceed 10MB in size and must be saved as PDF documents.

Option 2: Use the CMI template to create an operational plan for a minimum of three months.  The operational plan must be based on one work area in an organisation you know or have researched.  The operational plan must be in line with organisational objectives.

Option 3: 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.

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

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

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.

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:

3. Assess methods of managing and leading the delivery of an operational plan (AC3.1)
4. Examine techniques for problem solving and decision making (AC3.2)

iii. Evaluate methods to monitor progress and measure the outcomes of operational plans (AC4.1)

Answer

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