BSBMGT617 - Student Guide

BSB61015 ADVANCED DIPLOMA OF LEADERSHIP AND
MANAGEMENT
BSBMGT617
Develop and implement a business plan
STUDENT ASSESSMENT BOOKLET

BSBMGT617
Student Assessment Booklet
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BSB51915 Advanced Diploma of Leadership and Management
Qual.BSBMGT617 Student Assessment Booklet Version: 1.1 Date Created: 4/09/2019 Page: 2 of 31
Date Implemented: Responsibility: Training Manager Last Reviewed:
BSBMGT617
ASSESSMENT RECEIPT FORM

STUDENT NAME: Bhumika Singh
STUDENT ID: BLC00110

BSB61015 Advanced Diploma of Leadership and Management
COURSE NAME:
ASSESSOR’S NAME:
DATE DUE:
UNIT CODE AND TITLE: BSBMGT617- Develop and implement a business plan
NOTE:
1. This form must be stapled on top of the completed Student Assessment Booklet when
submitting same.
2. The Assessment Receipt Form must be stamped and signed.
DECLARATION:
1. I am aware that penalties exist for plagiarism and cheating.
2. I am aware of the requirements set by my assessor.
3. I have retained a copy of my assessment.
Student Signature: Bhumika Singh Date: 7 May 2020
Assessment received by BLUE LOTUS COLLEGE Staff
Name: Signature:
=================================TEAR HERE ==================================

Students must retain this as a Record of Submission
Assessment handed in on:
Unit code and title: BSBMGT617- Develop and implement a business plan
Assessment received by BLUE LOTUS COLLEGE

Student ID:…………………………………..
staff
Name: ……………………………………………………
Student Signature:…………………………
Signature: ………………………...……...……...……...
BSBMGT617
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About this booklet
This assessment booklet has been designed for students undertaking face-to-face mode of study to provide
information before you undertake these assessments. It also contains assessment tools to assess the skills and
knowledge required from you to be deemed competent in this unit.
This booklet might not be suitable for students taking other modes of study e.g. online or work based.
Please read all the information given to you when you receive this assessment booklet. If you do not understand any
part of this booklet, please inform your assessor.
The assessment booklet contains two (2) parts:
PART 1: Assessment information: This part contains information on the assessment for this unit of competency
and how an assessment will be conducted throughout this unit to achieve the competency. It includes:
 Application of the unit of competency.
 Purpose of assessment.
 Elements, performance evidence and knowledge evidence requirements of the unit.
 Conditions, context, required resources and location of the assessment.
 Assessment tasks.
 Outline of evidence to be collected.
 Administration, recording and reporting the requirements including special adjustments, appeals,
reasonable adjustments and assessors’ intervention.
PART 2: Assessment tasks: This part contains the information to successfully undertake the assessment task. In
each assessment task, students will find the following information:
 Task instructions.
 Role play / Practical Demonstration information.
 Information on resources required, where applicable
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BSBMGT617 Student Assessment Booklet Version: 1.1 Date Created:

Date Implemented: Responsibility: Training Manager Last Reviewed: 4/09/2019
PART 1: Assessment information
Application of the unit of competency:
This unit describes the skills and knowledge required to run a business operation and covers the steps required to
develop and implement a business plan.
It applies to individuals who are running an organisation or who take a senior role in determining the effective
functioning and success of the organisation. As such, they may oversee the work of a number of teams and other
managers.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
Purpose of assessment:
The purpose of assessment is to determine competency in the unit BSBMGT617- Develop and implement a business
plan
Elements
1. Develop business plan
2. Monitor performance
3. Respond to performance data
Performance evidence:
Evidence of the ability to:
 analyse and research business vision, mission, values, objectives, goals, competitors, financial targets,
management arrangements, marketing approaches and strategic, business and operational plans
 write a business plan which includes a description of the business, products and services, financial, physical
and human resource requirements, permit and licence requirements, marketing activity, financial indicators,
productivity and performance targets for key result areas
 implement a business plan including ensuring skilled labour is available, and that training is provided where
appropriate
 monitor and respond to business performance including evaluation of performance against key results
indicators including profit and loss, community awareness or branding, environmental impact, governance,
quality, sales, triple bottom line and the workforce
 consult, communicate with and report to key stakeholders including business partners, financiers, customers,
staff and technical advisers
 provide an analysis of the strengths and weaknesses of a business plan.
Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.
Knowledge evidence:
To complete the unit requirements safely and effectively, the individual must:
 outline processes for developing business plans

 describe performance objectives and measures including key performance indicators
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 identify key stakeholders.
Context and conditions for assessment:

To comply with the assessment conditions of this unit:
 Students must demonstrate adequate skills and knowledge evidence by providing a satisfactory outcome for
each assessment task. They will be marked against the recommended model answers in this trainer and
assessor guide.
 Skills for this unit of competency will be demonstrated in Blue Lotus College classroom located at Level 2,
540 Elizabeth Street, Melbourne VIC 3000.
 Students will have access to suitable facilities, equipment and resources, including template documentation to
undertake the assessment tasks for this unit of competency.
 Assessors must satisfy NVR/AQTF assessor requirements.
Resources required:
Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of
typical activities experienced in the creativity and innovation and include access to:
 appropriate documentation and resources normally used in the workplace

 strategic, business and operational plans
 business information and data
 interaction with others.
Clustering/holistic assessment:
There is no provision for clustering of assessments in this unit.
Competency requirements:
To be judged competent in this unit, you will be required to demonstrate all indicators which are shown in the Marking
Guide (assessor’s document).
You must satisfactorily complete all assessment tasks to be Competent (C) in the unit. Students with unsatisfactory
completion of any of the assignment tasks will be deemed Not Yet Competent (NYC).
Assessors will ensure that the evidence collected meets the requirements of the Rules of Evidence (authentic, current,
sufficient and valid) prior to entering results into the competency record sheet.
Students unsuccessful at achieving “Satisfactory” for any assessment at the first attempt will be given two opportunities
for reassessment. If the student is still deemed Not Yet Competent (NYC) after two reassessments in a unit of
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competency student will be required to repeat the unit as per the scheduled delivery of the course. For further details,
refer to BLUE LOTUS COLLEGE Re-Assessment Policy and BLUE LOTUS COLLEGE Course Progress Policy.
Assessment tasks Assessment description Due date Location of assessment
Assessment Part A: This assessment requires learners to

BLUE LOTUS
demonstrate their knowledge of Develop COLLEGE training
Written Knowledge
and implement a business plan. campus
Questions
Assessment Part B: This assessment requires learners to BLUE LOTUS

Case Study develop business plans, monitor the plan COLLEGE training
and respond to performance data. campus
Assessment tasks:
To achieve competency in this unit, demonstrate their knowledge of leading and managing operational change
you must satisfactorily complete all the following assessment tasks within the date and time specified in the session
plan. This will demonstrate that you have all the required skills and knowledge for this unit.
Outline of evidence to be collected:

You must submit the following evidence to be marked competent for this unit. Your assessor will ensure that the
evidence submitted meets the Rules of Evidence which are valid, sufficient, current and authentic.
Assessment Part A:  Answer all questions correctly in the Written Knowledge Questions and submit to
Questions your assessor electronically or paper-based.
 Complete and sign the cover sheet for assessment task
Assessment Part B:  Produce all required evidence electronically or paper-based.
Case Study  Complete and sign the cover sheet for assessment task
Administration, recording and reporting requirements:

You must read and follow this information carefully while completing assessments for this unit of competency and if
you are unsure of any instruction, please contact your assessor to clarify.
The assessments are intended to be equitable, fair and flexible.
Submission of assessment:
You must ensure that the completed assessment tasks are submitted along with the assessment cover sheet:
 Your assessor will mark the submitted assessment, provide feedback to you and complete the comments
section against each task, where applicable.
 ALL tasks must be completed in legible English. It is preferred that the tasks submitted for assessments are
typed and that they are legible and clear, if handwritten.
 You must submit all assessments on or before the due date specified by the assessor as per the training plan.
 Extensions for individual assessment tasks may be negotiated in specific circumstances with your
assessor/trainer. However, you need to provide genuine evidence documents when seeking an extension to due
date (e.g. extensions due to illness will require a medical certificate). To arrange an extension, you must speak
to your assessor prior to the due date. Extensions must be confirmed by the trainer in writing.
 You are permitted to use dictionaries and to seek support (as required) unless it puts in jeopardy the integrity of
the assessment, your assessor will let you know if this is the case.
 Unless the assessment task specifically allows pair work or group activities such as brainstorming, you must
submit your own original work and must not copy the work of other students. Plagiarism is unacceptable.
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 You can submit your assessment tasks through the learning management system or hand in hard copies in the
classroom.
Recording an assessment result:

Once the assessments have been completed, the assessor will record the assessment results on the student assessment
record sheets and LMS/student management system and all results will be approved by the course coordinator.
Assessors will check that you have completed the student declaration prior to filling out the assessment sheet.
Retaining assessment records:
BLUE LOTUS COLLEGE will securely retain all completed student assessment items for each student for a period of
six months from the date on which the judgement of competence for the student was made. BLUE LOTUS COLLEGE
will also retain sufficient data to be able to reissue AQF certification documentation for a period of 30 years.
All assessment records submitted to the assessor for marking will be stored and retained properly. And a hard copy
submitted to student administration for filing along with the evidence.
The assessor will ensure that the student records are securely retained in accordance with the BLUE LOTUS
COLLEGE record control policy accessible by the Student Administration Officer.
Assessment outcomes:
For unit of competency:
There are two outcomes for assessments: C = Competent and NYC = Not Yet Competent (requires more training and
experience).
You will be awarded C = Competent on completion of the unit when the assessor is satisfied that you have completed
all assessments and have provided the appropriate evidence required to meet all criteria in line with the Rules of
Evidence. If you fail to meet this requirement, you will receive the result NYC = Not Yet Competent and will be
eligible to be re-assessed in accordance with the BLUE LOTUS COLLEGE Re-Assessment Policy and BLUE LOTUS
COLLEGE Course Progress Policy.
For assessment task:
There are two assessment outcomes for tasks. S = Satisfactory and NS = Not Satisfactory.
On the individual assessment cover sheet for assessment tasks you will be marked Satisfactory, if you have completed
the task successfully, submitted all evidence and satisfied the assessment criteria and Not Satisfactory, if you have not
completed the task, the evidence is not sufficient or does not meet the requirements of the assessment criteria.
Re-assessment:
If you are unsuccessful at achieving competency at the first attempt, you will be given two further opportunities for re-
assessment at a mutually agreed time and date. For further details, refer to the BLUE LOTUS COLLEGE Re-
Assessment Policy and BLUE LOTUS COLLEGE Course Progress Policy. As this is a competency based program, the
assessment continues throughout the program until you either achieve Competency in the assessment tasks or a further
training need is identified and addressed.
Student access to records:
You have the right to access current and accurate records of your participation and results at any time. You can see your
results or attendance progress by logging in to the Learning Management System at any time or you can request a copy
of your records by contacting the student administration and the assessor.
Support:
You may seek clarification about the assessment information and the instructions and tasks at any time from the
assessor.
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Reasonable adjustments and special learning needs:
BLUE LOTUS COLLEGE Australia works to ensure that students with recognized disadvantages can access and
participate in education and training on the same basis as other students. Disadvantages may be based, for example,
upon age, cultural background, physical disability, limited or non-current industry experience, language, numeracy or
digital literacy issues.
Where pre-training interviews and assessments reveal that a student may require special support or where, after
enrolment, it is made apparent that the student requires special support, reasonable adjustments will be made to the
learning environment, training delivery, learning resources and/or assessment tasks to accommodate the particular
needs of the student. An adjustment is reasonable if it can accommodate the student’s particular needs, while also taking
into account factors such as the student’s views, the potential effect of the adjustment on the student and others and the
costs and benefits of making the adjustment.
Any adjustments made must:

a. Be discussed, agreed and documented in the assessment record
b. Benefit the student.
c. Maintain the integrity of the competency standards and course requirements as stipulated in the training
package.
d. Be reasonable to expect in a workplace.
Reasonable adjustment may consist of:

a. Providing additional time for students to complete learning and assessment tasks.
b. Presenting questions orally for students with literacy issues.
c. Asking questions in a relevant practical context.
d. Using large print material.
e. Extending the course duration.
f. Presenting work instructions in diagrammatic or pictorial form instead of words and sentences.
Complaints and appeals:

If you are dissatisfied with an assessment outcome, you may appeal the assessment decision. In the first instance, you
are encouraged to appeal informally by contacting the assessor and discussing the matter with them. If you are
dissatisfied with the outcome of such discussion, you may appeal further to either the course coordinator and/or Head of
Department. If you are still dissatisfied, you may appeal formally and in writing to have the result reviewed. For more
information, refer to the Assessment Policy and the Complaints and Appeals Policy and Procedures.
Assessor intervention:
Assessors will check if you are ready for the assessment, and defer the assessment if you are not. Feedback will be
given to you at the completion of the assessment. During role play, the assessor may act as a client or employer, where
required, but the assessor will not interfere with the assessment. If the assessment activities might impact on your safety
or that of others, the assessor will stop the assessment immediately.
Plagiarism, cheating and assessment dishonesty:
BLUE LOTUS COLLEGE considers plagiarism and cheating as a serious misdemeanor. Evidence of plagiarism and
cheating is treated on a case by case basis and the consequences for students engaging in such practices may include
failure of the assessment or unit or exclusion from the course. For more information, refer to BLUE LOTUS
COLLEGE’s Assessment Policy.
Assessor feedback:
Assessors will provide feedback on the assessment that you have submitted. This can identify your strengths and
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weaknesses or be an overall comment on your submission. A copy of the feedback along with your submission will
be given to you and you must keep a copy of it throughout the completion of the course.
Student Declaration:
I Bhumika Singh have read and understand the information provided above and also understand and accept that any act
of plagiarism and academic dishonesty may have penalties including cancellation or suspension of my enrolment with
BLUE LOTUS COLLEGE. I further declare that:
 All assessment work submitted for this unit competency is my own original work and plagiarism and collusion
has not occurred.
 Assessment work has not been copied or submitted for any other unit/course.
 I have taken proper care and effort to ensure my work has not been copied by another person.
 I have retained a copy of this assessment for my own records in the event I have to reproduce my work.
 I am aware that any assessment deemed unsatisfactory will require me to undergo reassessment which may be
different to the one originally submitted.
Student signature: Bhumika Date: 07/05/2020
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Assessment Cover Sheet:
Student details
Student name: Bhumika Singh Student ID BLC00110
Assessment details
Unit of competency: BSBMGT617 – Develop and implement a business plan
Assessment task: Part A – Written Knowledge Questions
Date of submission:
Assessment Outcome: Satisfactory Not Satisfactory
Assessor signature:
Assessor name:
Feedback:
Student Plagiarism Declaration: By submitting this assessment to the college, I declare that this assessment task is
original and has not been copied or taken from another source except where this work has been correctly
acknowledged. I have made a photocopy or electronic copy or photograph of my assessment task, which I can
produce if the original is lost.
Assessor: I declare that I have conducted a fair, valid, reliable and flexible
assessment of this student, and I have provided appropriate feedback. I also
declare that I have undertaken the indicated assessment integrity checks Student: I have received, discussed
Google check for plagiarism Yes No and accepted my result as above for
Check for copying/collusion Yes No this assessment and I am aware of
my appeal rights.
Check for authenticity (own work) Yes No
Cheating or use of model answers Yes No
Signature: ......................................................... Signature:.............................................

.....
Date:................................................................. Date:.....................................................
.....
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Assessment Part A: Written Knowledge questions
Required documents and equipment:
 Computer with internet connection to refer to various resources

 Student assessment booklet and pen (organised by the student).
 BLUE LOTUS COLLEGE Learners’ resources for the unit BSBMGT617 – Develop and implement a business
plan (organised by the trainer/assessor).
 Learner’s notes
 Please request you trainer/Assessor for log in details of Bounce Fitness simulated environment.
 Bounce fitness policies and procedures:-
o Infrastructure tab / Strategic and Business Planning documents
o Infrastructure tab / Current Projects / Bounce Fitness: Fitness in Maturity Brief
o Infrastructure tab Project Outcomes / Bounce Fitness: Fitness in Maturity Brief
Review
o People tab / Hierarchal Structure
Instructions for students:

This assessment will be conducted in classroom with access to the resources listed above.
You must answer all Written Knowledge questions as part of this assessment, and you can submit answers in either
electronic or paper-based. The assessor will verify the authenticity of your work by asking questions regarding the
answers provided. You must satisfactorily answer all knowledge questions to be deemed Satisfactory for this
assessment.
Planning the assessment:

 Recommended date for assessment:
 Access all resources mentioned in required resources, either printed copies or access via the internet.
 Time required for assessment: Trainer to provide
 You must:
o Answer all questions in the Written Knowledge Questions assessment.
o Complete them and submit in due timelines.
o Submit with a completed assessment cover sheet.
 Your assessor will set a time to provide feedback.
Evidence specifications:
At the end of the assessment, you will be required to submit the following evidence before the due date specified by the
assessor:
 Completed Student Assessment Booklet with all questions answered

 Completed and signed cover sheet for the assessment.
Evidence submission:
 Documentation can be submitted electronically or paper-based.
 Your assessor will record the assessment outcome on the assessment cover sheet.
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Written Knowledge questions:
Question 1: Outline the processes that you will use to develop the business plan you are to
create for this Assessment.
Answer: The process of developing a business plan includes:

1. Reviewing and Evaluating Pre-Existing Strategic, Business and Operational
Plan: Consistently reviewing, analysing and updating the business plan based on
the strategy and identifying how the most of the existing market position can be
made along with the future of the business by setting a clear direction of the ways
going forward.
2. Analyse and Interpret Business Vision, Mission, Values and Objectives:
After reviewing the strategic plan and deciding how resources need to be allocated
for pursuing strategy, annual planning needs to be started the day after and data
should be gathered on a constant basis. Focus should be on having a business goal,
continuously improving that, conducting competitor analysis- SWOT analysis,
reviewing the financial position of the business, making sure that the business is
efficient, conducting market analysis and taking expert input.
3. Consult with Key Stakeholders: Organizations create value for stakeholders
and it is crucial to consult with them to understand their requirements. A lack of
consultation fails to take advantage of all available knowledge and expertise and it
makes people feel left out and creates negativity toward the emerging plan.
4. Review Market Requirements for the Product or Service, Profile Customer
Needs and Research Pricing Options: There is a constant demand for new and
improved products and services and it is important to understand the lifecycle
stages of products, customer needs- using data or systems like CRM, pricing
options etc.
5. Develop Performance Objectives and Measures through Consultation with
Key Stakeholders: It is important to develop performance objectives that may
relate to efficiency measures, input and outcome measures etc. They should be
measurable and expressed in quantities, percentages, or dollars and dictated by the
current strategy of team or unit.
6. Identify financial, human and physical resource requirements for the
business: Taking time to review business requirements before launching into a
new project is a critical component of good planning and protecting organisational
assets. A few broad types of resources include financial, physical, human resources
etc.
7. Considering any Permits or Licences that may be required for new activity:
If you are changing or adding new business activities, consider whether any
existing licensing that you may hold is current.
8. Writing Business Plan: Writing about a business plan should include about the
description of the business, business products and services, environmental impact,
governance etc.
Marking: q Satisfactory q Unsatisfactory
Question 2: Describe performance objectives and measures that you have identified for the
business plan you are to create for this Assessment.
Answer: Performance Objectives for Bounce Fitness includes: -

- Generating 10% yearly increase in sales
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- Increasing market penetration every year
- Continuing to cultivate Bounce Fitness image as the long term wellness program
provider.
- Decreasing customer acquisition costs by 4% every two quarters.
- Lowering the cost of service delivery by 1% per quarter.
- Holding spending as a percentage of sales at a steady rate.
Measure for monitoring performance objectives: -

1. Communicating Business Plan to All Relevant Parties and Ensuring
Understanding of Performance Requirements and Timeframes: It requires
managers to have the ability to communicate the strategic intent, vision of the
business, along with the ability to breakdown complex business concepts and
jargon into practical initiatives. In order to have a successful communication
strategy, an effective plan should be designed and shared.
2. Ensuring Skilled Labour Is Available to Implement Plan: Skilled labour
requirement including hiring highly specialised individuals and training of
employees should be made sure of.
3. Testing Performance Measurement Systems and Refining, If Necessary:
Once the business goals are decided, it is important to test whether they are
appropriate and achievable and a good place to start is by seeing feedback,
overhead expenses need to be calculated, capital requirements need to be
developed along with creating costs of goods table.
4. Ensuring Timely Reports on All Key Aspects of the Business Are

Available, User-Friendly and Balanced In Terms Of Financial and Non-
Financial Performance: While measuring plan performance versus actuals, a
reporting system needs to be utilised that delivers the actuals in a timely manner.
Monitoring progress will make space for certainty and confidence, or
transparency, on where things are going and why they’re going the way they are.
5. Reporting System Failures, Product Failures and Variances to the
Business Plan as They Occur: Failures and faults are inseparable in most
organisations, and cultures. The business plan needs to state contingencies and
how these will be dealt with.
Question 3: Identify the key stakeholders.
Answer: Stakeholder is any person who has an interest or a concern in a business. The key
stakeholders of Bounce Fitness are:
- BOARD OF DIRECTORS
- CEO
- EXECUTIVE ASSISTANT
- GENERAL MANAGERS including CM FINANCE, GM MARKETING, GM HUMAN
RESOURCE, ADMIN ASSISTANT
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Assessment Cover Sheet:
Student details
Student name: Bhumika Singh Student ID BLC00110
Assessment details
Unit of competency: BSBMGT617- Develop and implement a business plan
Assessment task: Part B – Case Study
Date of submission:
Assessment Outcome: Satisfactory Not Satisfactory
Assessor signature:
Assessor name:
Feedback:
Student Plagiarism Declaration: By submitting this assessment to the college, I declare that this assessment task is
original and has not been copied or taken from another source except where this work has been correctly
acknowledged. I have made a photocopy or electronic copy or photograph of my assessment task, which I can
produce if the original is lost.
Assessor: I declare that I have conducted a fair, valid, reliable and flexible
assessment of this student, and I have provided appropriate feedback. I also
declare that I have undertaken the indicated assessment integrity checks Student: I have received, discussed
Google check for plagiarism Yes No and accepted my result as above for
Check for copying/collusion Yes No this assessment and I am aware of
my appeal rights.
Check for authenticity (own work) Yes No
Cheating or use of model answers Yes No
Signature: ......................................................... Signature:.............................................

.....
Date:................................................................. Date:.....................................................
.....
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Assessment Task Part B: Case Study
Required documents and equipment:
 Computer with internet connection to refer to various resources.

 Student assessment booklet and a pen (organized by the student).
 BLUE LOTUS COLLEGE Learners’ resources for the unit BSBMGT617- Develop and implement a business
plan (organised by the trainer).
 Learner’s notes
 Please request you trainer/Assessor for log in details of Bounce Fitness simulated environment.
 Bounce fitness policies and procedure:-
o Infrastructure tab / Strategic and Business Planning documents
o Infrastructure tab / Current Projects / Bounce Fitness: Fitness in Maturity Brief
o Infrastructure tab Project Outcomes / Bounce Fitness: Fitness in Maturity Brief
Review
o People tab / Hierarchal Structure
Instructions for students:
This assessment will be conducted in the BLUE LOTUS COLLEGE classroom or outside the campus with access to the
resources listed above.
You must satisfactorily perform all tasks to be deemed Satisfactory for this assessment.
Planning the assessment
 Recommended date for assessment: Trainer to provide

 Access all resources mentioned in required resources either printed copies or access via the internet.
 Time required for assessment: Trainer to provide.
 You must:
○ Produce all evidence as required in the case study assessment.
○ Complete and submit in due timelines.
○ Submit with a completed assessment cover sheet.
 Your assessor will set a time to provide feedback.
Evidence specifications:
At the end of the assessment, you will be required to submit the following evidence before the due date specified by the
assessor:
 Print and include any documents you use from the Bounce Fitness website
 Reference any other information
 Completed and signed cover sheet for assessment.
Evidence submission:
 Documentation can be submitted paper-based or electronically

 Copies of template must be printed and submitted paper-based.
 Your assessor will record the assessment outcome on the assessment cover sheet.
Resources Required
The following materials are required for this project to be completed:
 Computer and office software
 Access to the internet
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Case Study
Although Bounce Fitness is known in the local community, it is seeking an extended presence and
identity to promote the organisation’s unique approach and lifestyle vision to an older audience. This
will include being called Bounce Fitness: Fitness in Maturity and focus on specifics such as weight,
health and flexibility. You have three months to plan and advertise this new initiative.
Target Audience:
Bounce Fitness’s target audience is over 50 years of age and considered ‘old school’. Starting
from the initial contact and assessment, these individuals are looking for innovative, effective
and convenient solutions for their needs. They may have already heard of Bounce Fitness, but are
looking for additional information. He / she may have weight or health issues or concerns (diabetes,
restricted mobility) and have an interest in improving their fitness, but have not addressed these needs
until advised by their health provider of the necessity. Experience, connections, and quality are
important factors in the decision-making process.
The group has limited understanding of computers and does not tend to pursue difficult processes for
gaining information online. They have a comfortable disposable income but spend carefully and must
see real value. They tend to read extensively and are large subscribers to newspapers and magazines.
Communication Strategy:
Print advertising will provide information, and should emphasise the ‘user-friendly’ and health-
knowledge side of the business for the older, less experienced and self-conscious individual. The
health assessment and support must be clear as this will provide security and comfort.
The online information will provide profiles, special offers, featured health articles, and company
information. It will be mostly a brochure-type site with database origination.
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Task 1: Develop business plan
This task requires you to analyse and research business vision, mission, values, objectives, goals, competitors, financial
targets, management arrangements, marketing approaches and strategic, business and operational plans to produce a
targeted business plan designed to raise funding and support for the project.
To achieve this, you must complete the following Tasks using either the Case Study or a similar project from your
business.
If you are using the Case Study you will need to access the simulated business Bounce Fitness website.
You will also be required to conduct independent research.
Complete your answers on your own paper and include a copy with this Assessment
Pack for your Assessor.
Your business plan must include at a minimum:
• Description of the business
• Community awareness or branding

• Environmental impact
• Governance
• Products and services
• Quality
• Financial, physical and human resource requirements
• The workforce
• Permit and license requirements
• Marketing activity
• Sales
• Financial indicators
• Profit and loss
• Triple bottom line (abbreviated as TBL or 3BL) is an accounting framework with three parts: social,
environmental (or ecological) and financial. These three divisions are also called the three Ps: people, planet
and profit, or the ‘three pillars of sustainability’).
• Productivity and performance targets for key result areas.
Print and include any documents you use from the Bounce Fitness website or supply them from your organisation and
reference any other information for your Assessor.
a) Using the Vision, Mission, Values, Business Strategy, Objectives and Key Performance Indicators analyse and
interpret each in relation to the project. How do they meet the requirements of the organisation in each area?
Ans:
Bounce Fitnesse’s case study is aiming to promote its unique approach and lifestyle vision to an older audience
with specifics of focus being weight, health and flexibility.
Vision, Mission, Values and Culture: Their vision is to provide wellness integrated services with developing
comprehensive programs based in individual needs which is what is required with individuals over the age of
50 years as they have different health conditions.
Page: 20 of 31

The centres aim to serve the community goes in hand with that of the project which is aiming at serving the
older audience, which is both a unique and distinctive approach and improves the quality of life among
participants as outlined in the mission.
All the values of integrity, teamwork, accountability and quality are either being already met or will be met
once the new initiative comes to action as they are building trust with the new target audience with their
communication strategy and working together as a team towards providing the best tailored programs to meet
their individual requirement.
Business Strategy: The new initiative completely ticks the business strategy of Bounce Fitness as they would
be investing greater time in customer relationship management, by following up with their members who cease
to show up. The increase in staff training will also equip trainers in tackling the issues faced by older
population.
Objectives and KPIs: The new initiative would definitely mean new people signing up with Bounce Fitness
Centers thereby contributing to the objective of 10% yearly sales and increasing market penetration every year
by targeting the population over 50 years of age. By aiming to provide tailored programs to target health and
/or weight issues and concrens, it is also upholding the objective of maintaining the image of a long term
wellness program provider.
b) Referring to the organizational Hierarchical Structure, discuss who would be appropriate to consult, how you
would consult (include timelines) and your reasoning for consulting with your chosen individuals. These
individuals will be your key stakeholders.
Ans:
It would be more effective if we reach out to stakeholders at a lower and more center- based level, reason
being they would be the ones who would be communicating and understanding the requirements of the new
target audience.
GM MARKETING: In order to have more effective Communication Strategy, it is important to have a good
marketing strategy to market the same idea to its target audience. This would help them to reach out to wider
audience and would have more people turning over to know about the new initiative.
CM FINANCE: In order to have an effective Marketing and Communication strategy and to provide
appropriate training to staff members and trainers, Finance manager needs to be consulted in order to provide
and release the appropriate funds.
Head of Trainer/Trainer: In order to effectively communicate the strategy to target audience and to have a
GO TO person in each gym for anyone enquiring specifically within the target audience.
The timeline of consulting would be:

GM Marketing: Coming up with marketing design and creatives along with estimate for Media Ads and
pamphlet- Within first 3 weeks
GM Finance: Approval for all marketing spend and budget for promotions: 4th-6Week
Head of Trainer: Training each GO TO person within Gym and going through training session for trainer-
within 7th and 8th Week.
Launch of Advertising and promotion- 9th Week-10th Week
Performance and Results from Advertising- End of 12th Week
c) Conduct your own research and report on the market requirements for the Case Study in terms of customer
need and pricing options.
Ans:
Customer Needs:
1. Personal trainer with 1:1 coaching specific to the requirement.
2. Nutrition and check-up consultation.
Page: 21 of 31

3. Specific Classes and training session focused towards elderly.
4. Yoga and mindfulness classes.
Pricing Options:
1. Personal Trainer: $50 per session.
2. Nutrition Consultation: 1st one complimentary and then $25 ongoing every month.
3. Classes: $15 for each class/Session.
d) Develop performance objectives and measures and discuss how you would gain input from key stakeholders
discussed in 1b.
Ans:
Performance Objective:
1. 10 enquiries each week the advertising is running.
2. Increase in number of Elderly Membership by 3% week by week.
3. Number of Enquiries coming through from Pamphlet advertising (Giving a tracking number to track if
enquiry came from pamphlet)
Measures:
Print advertising will provide information, and should emphasize the ‘user-friendly’ and health-knowledge side
of the business for the older, less experienced and self-conscious individual. The health assessment and
support must be clear as this will provide security and comfort.
The online information will provide profiles, special offers, featured health articles, and company information.
It will be mostly a brochure-type site with database origination.
Page: 22 of 31

Key Stakeholder Discussion:
GM Marketing: Getting the weekly result from advertising and queries coming from the pamphlet and
newspaper ads.
Head of Trainer: Checking Weekly on number of people enquiring about the promotions.
GM Finance: Discussing Increase in Weekly revenue
e) What financial, human and physical resources will be required to implement your chosen option?
Ans:
Financial resource: Advertising Budget, Training Equipment budget, Nutrition expert hire, Training of Staff.
Human Resource: 1-2 trainer in each Gym to be GO TO person, Nutritionist at each location
Physical Resource: Gym Equipment to support the elderly exercise, Medical Machines to support elderly
checks.
f) Are there any licenses or permits that will be required to implement your chosen option? If so, describe what
these are and how you will obtain them?
Ans:
Nutrition and Medical Advisory License: Hiring a Licensed Nutrionist
Getting Trainers First Aid License: Doing a First Aid Course and getting few trainers to go through exam to
obtain First Aid license.
g) On the simulated business, Bounce Fitness, you will find a business plan. However, you are to produce a new
business plan appropriate to the Bounce Fitness: Fitness in Maturity Brief intended to be used to raise funding
or promote the venture.
Ans:
Business: Bounce Fitness: Fitness in Maturity Brief
Although Bounce Fitness is known in the local community, we are extended presence and identity
to promote the organization’s unique approach and lifestyle vision to an older audience. This will
include being called Bounce Fitness: Fitness in Maturity and focus on specifics such as weight,
health and flexibility.
Bounce Fitness’s target audience is over 50 years of age and considered ‘old school’. Starting
from the initial contact and assessment, we will provide innovative, effective and convenient
solutions for their needs. They may have already heard of Bounce Fitness, but will provide them
additional information. The target audience may have weight or health issues or concerns
(diabetes, restricted mobility) and we will help them in improving their fitness by addressed these
needs until advised by their health provider of the necessity. Experience, connections, and quality
will be the important factors in the decision-making process.
We will provide easy information without the difficult processes for gaining information online.
We will show them the real value of the program. We aim to do this via newspapers and
magazines to which they subscribe majorly.
The vision is to provide wellness integrated services with developing comprehensive programs based in
individual needs which is what is required with individuals over the age of 50 years as they have different
health conditions.
The centers aim to serve the community which is both a unique and distinctive approach and improves the
quality of life among participants as outlined in the mission.
All the values of integrity, teamwork, accountability and quality are either being already met or will be met
once the new initiative comes to action as they are building trust with the new target audience with their
communication strategy and working together as a team towards providing the best tailored programs to meet
their individual requirement.
Page: 23 of 31

The new initiative of Bounce Fitness would focus at investing greater time in customer relationship
management, by following up with their members who cease to show up. The increase in staff training will
also equip trainers in tackling the issues faced by older population.
The new initiative would definitely mean new people signing up with Bounce Fitness Centers and would
thereby contribute to 5% yearly sales and increasing market penetration every year by targeting the population
over 50 years of age. By aiming to provide tailored programs to target health and /or weight issues and
concerns, it is also upholding the objective of maintaining the image of a long-term wellness program provider.
Print advertising will provide information, and will emphasize the ‘user-friendly’ and health-
knowledge side of the business for the older, less experienced and self-conscious individual. The
health assessment and support will be clear as this will provide security and comfort to the
audience.
The online information will provide profiles, special offers, featured health articles, and company
information. It will be mostly a brochure-type site with database origination.
Special Facilities:
1. Personal trainer with 1:1 coaching specific to the requirement.
2. Nutrition and check-up consultation.
3. Specific Classes and training session focused towards elderly.
4. Yoga and mindfulness classes.
Pricing Strategy:
1. Personal Trainer: $50 per session.
2. Nutrition Consultation: 1st one complimentary and then $25 ongoing every month.
3. Classes: $15 for each class/Session.
Performance Objective:
2. Increase in number of Elderly Membership by 3% week by week.
enquiry came from pamphlet)
Measures:
Print advertising will provide information, and should emphasize the ‘user-friendly’ and health-knowledge side
of the business for the older, less experienced and self-conscious individual. The health assessment and
support must be clear as this will provide security and comfort.
The online information will provide profiles, special offers, featured health articles, and company information.
It will be mostly a brochure-type site with database origination.
Resource Requirement:
Financial resource: Advertising Budget, Training Equipment budget, Nutrition expert hire, Training of Staff.
Human Resource: 1-2 trainer in each Gym to be GO TO person, Nutritionist at each location
Physical Resource: Gym Equipment to support the elderly exercise, Medical Machines to support elderly
checks.
Licensing Requirements/ First Aid:

Nutrition and Medical Advisory License: Hiring a Licensed Nutrionist
Getting Trainers First Aid License: Doing a First Aid Course and getting few trainers to go through exam to
obtain First Aid license.
Training:
1. Talking to Head of Trainer to see if we have resource to get one- two trainer in each center focusing on
Page: 24 of 31

elderly training.
2. Setting up training session for each Gym and catching up once fortnightly to discuss the progress,
feedback and issues related to Elderly Training.
3. Sending trainers to exhibitions and events to see whats new in market in regards to target audience.
4. Talking to Operations Manager to manage and forecast the increase in personal trainng session.
5. Hiring Nutritionist and getting them to train internal staff as well on weekly basis.
Bounce Fitness is also committed to making a difference in environment sustainability by reducing their
environment footprint. To do so, stakeholders will be consulted, resources will commit to improve all aspects
of the business. Bounce Fitness’s new initiative will have the sustainability goals in line with that of the
original company’s sustainability specifications.
Page: 25 of 31

Task 2: Monitoring the Plan
This task requires you to monitor the performance of your business plan. To enable you to achieve this, discuss each
of the following points relating to the business plan that you created.
You must complete the following Tasks using the business plan designed for Task1.
Complete your answers on your own paper and include a copy with this Assessment Pack for your Assessor.
a. How will you communicate the business plan to all relevant parties and ensure understanding of
performance requirements and timeframes?
Ans:
Internal Parties:
Team Meetings: Communicating the Goal and plan through presentation.
Sending a Wider Emailing advising all the employees of company’s new focus.
Catching up with all the Managers to ensure they understand the plan and strategies.
Taking Feedback and communicating it to all the key stake holders.
External Parties:
Newsletter to all the gym members of the new focus
Pamphlet, Having Banners and Radio Ads communicating to wider audience
Getting Trainers to communicate to all the target audience by running sessions.
Having a pop-up stand at various location such as Woolsworth and Coles to distribute and communicate the
plan.
b. How will you ensure skilled labor is available to implement the plan and how will your manage training if
required?
Ans:
1. Talking to Head of Trainer to see if we have resource to get one- two trainer in each center focusing on
elderly training.
2. Setting up training session for each Gym and catching up once fortnightly to discuss the progress,
feedback and issues related to Elderly Training.
3. Sending trainers to exhibitions and events to see what’s new in market in regards to target audience.
4. Talking to Operations Manager to manage and forecast the increase in personal training session.
5. Hiring Nutritionist and getting them to train internal staff as well on weekly basis.
c. How will you test and evaluate the performance measurement systems and refine, if necessary?
Ans:
Opening Up Feedback system: Opening feedback Loop for Internal and external clients
Surveys: Sending out surveys to existing members.
Door to Door surveys on what target audience want.
Sending out Test subjects to see how each gym center is doing and communicating on plans.
Creating a Net Promoter Score system for each gym.
d. How will you ensure timely reports on all key aspects of the business are available, user-friendly and
balanced in terms of financial and non- financial performance?
Ans:
1. Compare planned performance in comparison to the actuals.
2. Creating a reporting system that delivers actual reports in real time, by using an online platform which
creates centralized datapoints and can be used across all the centers.
3. Same Platform will report the Advertising vs Organic Enquiries hence differentiating the ROI for
Advertising Plans and Organic Strategies.
e. How will you report system failures, product failures and variances to the business plan as they occur?
Ans:
Page: 26 of 31

Failure is not always bad. In organisational life it is sometimes bad, sometimes inevitable, and sometimes
even good. Organisations need new and better ways to go beyond lessons that are superficial or self-
serving. That means jettisoning old cultural beliefs and stereotypical notions of success and embracing
failure’s lessons. Failure and fault are virtually inseparable in most organisations, and cultures.
That is why so few organisations have shifted to a culture of psychological safety in which the rewards of
learning from failure can be fully realised. The business plan will state contingencies and how these will be
dealt with. However, including the organisational expectations for reporting and timeframes in the plan,
policies and procedures will ensure a better response and give comfort to investors that you have
considered what is in all likelihood, inevitable on varying scales of magnitude.
Print and include any documents you use from the Bounce Fitness website organization and reference any
other information for your Assessor.
Task 3: Respond to performance data
Task 3 requires you to respond to the performance data of a business plan. To enable you to achieve this,
discuss each of the following points for the business plan that you created.
Complete your answers on your own paper and include a copy with this Assessment Pack for your
Assessor.
a. Analyze the performance reports against planned objectives.

Ans:

Getting 14 queries just from the social campaign that we are running and along with 5 coming from Display
advertisement we are getting total of 21 query which is double the goals that has been set for this quarter.
2. Increase in number of Elderly Membership by 3% week by week.: Only met by 2% as we have seen a
steady rise in elderly membership but most of the enquiries are still coming through from younger audience.
Hence, we need to keep increasing focus of advertisement towards elderly audience in order to achieve the
goal.
enquiry came from pamphlet): There has not been miuch traction coming from pamphlet advertising as
excepted. We have only received 2 calls with 4 weeks of marketing pamphlet in total of 350. This budget
would be better utilized in more social focus advertisement.
b. Review the performance indicators and refine if necessary.

Ans:
1. 10 enquiries each week the advertising is running. Since this is being achieved effectively. The focus would
be achieving double the amount of enquiry by next quarter.
2. Increase in number of Elderly Membership by 3% week by week: Since we are still trailing behind 1% so
the target will be the same 3% for next quarter but focus would be to have elderly focus Ads running and have
more conversions from enquiries received.
enquiry came from pamphlet): Due to dull response, the aim would be to add the pamphlet advertisement with
digital media and have a more focused distribution of pamphlet coming from area where we are getting
majority if online enquiries.
All this would be done keeping in the plan in place and inform stake holders and that stakeholders will be
accurately nominated.
c. Are any groups or individuals under-performing? If so, how will you ensure groups and
individuals who are under performing are coached, and necessary training is provided.
Ans:
Page: 27 of 31

More Training required to personal trainers on dealing with elderly audience: Having a difficult
time in regards to health need of target audience and how they need to adjust accordingly keeping
in mind the health conditions and also focusing on gaining more elderly memberships.
d. How and with what frequency will you review system processes and work methods as part of
continuous improvement?
Ans:
Starting with a fortnightly review of each groups i.e Marketing, Finance, Trainers, Centers etc.
Having a weekly chart on number of enquiries received vs the conversion along with increase in
number of memberships above certain age bracket. This will be provided by Head of marketing.
Weekly report of Finances of each center and how much resource we need at a particular center
which will be provided by Head of Finance.
Monthly Customer and Employee survey to review if there are any improvements required in a
particular area.
Monthly meeting of Stakeholders to discuss all of the above.
Print and include any documents you use from the Bounce Fitness website and reference any other
information for your Assessor.
Page: 28 of 31

Final Assessment Record
Bhumika Singh BLC00110
Student’s name: Student’s ID:
Date of
Assessor’s name:
completion:
Unit of competency: BSBMGT617 Develop and implement a business plan

Student results
Assessments Not
Satisfactory Satisfactory Not Completed
Assessment Part A: Knowledge Questions

Assessment Part B: Case Study
Comments/ Feedback:
Unit outcome: Competent Not Yet Competent
Is re-assessment required? Yes No
Assessor Signoff
By signing this final assessment record:
 I confirm that the student has attempted all requirements of this unit of competency
 I am satisfied the work submitted is their own work.
 I have informed the participant of the assessment decision.
Assessor’s signature: Date:

Student Signoff
By signing this final assessment record:
 I have received, discussed and accept the outcome from my assessment as above for this unit of competency and I am
aware of my right to appeal.
Student’s signature: Date:
Page: 29 of 31

Unit Feedback Form
The purpose of this evaluation is to obtain your feedback on the content, delivery and assessments of the unit of
competency provided by BLUE LOTUS COLLEGE. Your response will be treated in the strictest confidence and
will assist us to review and improve our delivery. Please leave this feedback form with your assessor/ course
coordinator or feedback box in your campus of study.
Student name (optional)
Qualification in which enrolled
DIRECTIONS: Along each scale given below, please tick the box that matches most closely with your opinion as
indicated below:
Criteria Feedback
How would you rate the content of the unit? All completely new information
Mostly new but with some familiar
ideas
Mostly refreshing ideas with some
new ideas
All refreshing ideas
How useful were the practical/class activities in helping you learn Useful
new information or refreshing ideas you had previously learned?
Somewhat useful
Not Applicable (N/A)
Not useful
How useful were the practical/ class activities in understanding of Useful
the unit? Not Applicable (N/A)
Somewhat useful
Not useful
How well did your trainer/assessor explain the concepts covered in Useful
the unit?
Somewhat useful
Not useful
I received the assessment information prior to the date of assessment Strongly Disagree
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Unit criteria and assessment process were available or explained Strongly Disagree
Disagree
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The trainer/assessor covered all WHS/OHS issues (where Strongly Disagree
applicable) Not Applicable (N/A)
Disagree
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Instructions were clear and easy to understand Strongly Disagree
Disagree
Page: 30 of 31

Criteria Feedback
Not sure
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Strongly agree
I knew exactly what was expected from me Strongly Disagree
Disagree
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The assessment procedure was explained Strongly Disagree
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The trainer/assessor used appropriate language Strongly Disagree
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The trainer/assessor was professional Strongly Disagree
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How would you rate the degree of easiness of the assessments? Definitely easy
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FURTHER COMMENTS: If you have additional comments, please use the space below.
Page: 31 of 31


BSBMGT617 - Student Guide

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BSB61015 ADVANCED DIPLOMA OF LEADERSHIP AND

STUDENT ASSESSMENT BOOKLET

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BSB51915 Advanced Diploma of Leadership and Management

ASSESSMENT RECEIPT FORM

STUDENT ID: BLC00110

Student Signature: Bhumika Singh Date: 7 May 2020

Assessment received by BLUE LOTUS COLLEGE Staff

=================================TEAR HERE ==================================

Assessment received by BLUE LOTUS COLLEGE

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The assessment booklet contains two (2) parts:

BSBMGT617 Student Assessment Booklet Version: 1.1 Date Created:

Application of the unit of competency:

 outline processes for developing business plans

BSBMGT617 Student Assessment Booklet Version: 1.1 Date Created:

Context and conditions for assessment:

 appropriate documentation and resources normally used in the workplace

BSBMGT617 Student Assessment Booklet Version: 1.1 Date Created:

Assessment tasks Assessment description Due date Location of assessment

Assessment Part A: This assessment requires learners to

Assessment Part B: This assessment requires learners to BLUE LOTUS

Outline of evidence to be collected:

Administration, recording and reporting requirements:

BSBMGT617 Student Assessment Booklet Version: 1.1 Date Created:

Recording an assessment result:

For assessment task:

BSBMGT617 Student Assessment Booklet Version: 1.1 Date Created:

Any adjustments made must:

Reasonable adjustment may consist of:

Complaints and appeals:

Plagiarism, cheating and assessment dishonesty:

BSBMGT617 Student Assessment Booklet Version: 1.1 Date Created:

Student signature: Bhumika Date: 07/05/2020

BSBMGT617 Student Assessment Booklet Version: 1.1 Date Created:

Unit of competency: BSBMGT617 – Develop and implement a business plan

Assessment task: Part A – Written Knowledge Questions

Assessment Outcome: Satisfactory Not Satisfactory

Signature: ......................................................... Signature:.............................................

BSBMGT617 Student Assessment Booklet Version: 1.1 Date Created:

Required documents and equipment:

 Computer with internet connection to refer to various resources

Instructions for students:

Planning the assessment:

 Completed Student Assessment Booklet with all questions answered

BSBMGT617 Student Assessment Booklet Version: 1.1 Date Created:

Answer: The process of developing a business plan includes:

Marking: q Satisfactory q Unsatisfactory

Answer: Performance Objectives for Bounce Fitness includes: -

BSBMGT617 Student Assessment Booklet Version: 1.1 Date Created:

Measure for monitoring performance objectives: -

4. Ensuring Timely Reports on All Key Aspects of the Business Are

Marking: q Satisfactory q Unsatisfactory

Question 3: Identify the key stakeholders.

BSBMGT617 Student Assessment Booklet Version: 1.1 Date Created:

BSBMGT617 Student Assessment Booklet Version: 1.1 Date Created:

Unit of competency: BSBMGT617- Develop and implement a business plan

Assessment task: Part B – Case Study

Assessment Outcome: Satisfactory Not Satisfactory

Signature: ......................................................... Signature:.............................................

BSBMGT617 Student Assessment Booklet Version: 1.1 Date Created:

Required documents and equipment: