CMI 515: Creating and Delivering Operational Plans

	Assessment Task	Learning outcomes covered by assessment method	Assessment criteria	Guideline word count
1	Write an account	LO1 Understand the principles of operational planning in an organisation	1.1 Assess the relationship between an organisation’s strategic objectives and operational planning	Approx. 900 words
			1.2 Evaluate the use of approaches to operational planning
2a	Create an operational plan for one work area covering a minimum period of three months	LO2 Know how to create an operational plan in line with organisational objectives	2.3 Create an operational plan in line with organisational objectives	Approx. 1200 words
2b	Write an account		2.1 Examine the impact of legal and organisational factors on an operational plan
			2.2 Assess the ethical requirements that influence an operational plan
3	Write an account	LO3 Know how to manage and lead the delivery of an operational plan	3.1 Assess methods of managing and leading the delivery of an operational plan	Approx. 900 words
			3.2 Examine techniques for problem solving and decision making
		LO4 Know how to monitor and measure the outcome of operational planning	4.1 Evaluate methods to monitor progress and measure the outcomes of operational plans

TASK 1

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

i.  Assess the relationship between an organisation’s strategic objectives and operational planning(AC1.1)

ii. Use examples to evaluate the use of approaches to operational planning (AC1.2)

Guidance for completion of Task 1

The account should include sub headings.  You may choose to include tables and diagrams (as appropriate).Your discussion should be underpinned with relevant theoretical principles.You may include good practice examples from an organisation you know well or have researched.Please refer to the indicative content for each assessment criteria (AC) outlined in the unit specification.

TASK 2a

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 a three month period, 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

TASK 2b

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

i.  Examines the impact of legal and organisational factors on the operational plan (AC2.1)

ii. Assesses the ethical requirements that influence the operational plan (AC2.2)

Guidance for completion of Task 2b

You are encouraged to consider the use of well chosen examples from an organisation you know well or have researched.You are not required to include every piece of legislation, organisational policy and procedure in your account. You should focus on those you feel are essential to operational planning.Refer to the indicative content for each assessment criteria (AC) outlined in the unit specification.

TASK 3

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:

i.   Assess methods of managing and leading the delivery of an operational plan(AC3.1)

ii.  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)

Guidance for completion of Task 3

The account should include sub headings.  You may choose to include tables and diagrams (as appropriate).Your discussion should be underpinned with relevant theoretical principles.You may include good practice examples from an organisation you know well or have researched.Please refer to the indicative content for each assessment criteria (AC) outlined in the unit specification.

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