assessment task 1 determine resource requirements in a busine

Assessment Task 1 – Determine resource requirements in a business area Golden Institute has no formal resource management system in place. You have been asked to implement a system that will facilitate the accurate determination of resource requirements. You have been asked to focus on a particular business area. 1. Briefing session participate and summarise in notes: Start with the Golden Institute briefing session from the Operations Manager. You will attend a meeting where information will be provided, policy procedures and forms will be provided and questions will be answered before you commence the practical activities. Ask these questions and summarise in notes: 1..1. What is the organisations purchasing policy and procedure? 1..2. What is the organisations maintenance policy and procedure? 1..3. What is the organisations health and safety policy and procedure? 1..4. How maintenance (faults) and health and safety requirements are met? Are external services providers used for maintenance and health and safety? 1..5. How are facility operational plans and budgets set for the business area? 1..6. What are the facility or service constraints in the next 12 months? 1..7. How does the Golden Institute management expect the business resource plan to be monitored and reported? To determine the resource requirements and improve the resource management systems the Operations Manager has asked you to undertaken and report on these three activities. 2. Work group practical activity and written report: Conduct a simple check and create an inventory of the business area and its existing resources and services in the area and get user views on resource requirements. This will involve: 2.1. An inspection and recording of the resources and services in the area 2.2. A discussion or other communication with the staff who operate and maintain the area and deal with common faults captured in notes or video or audio recording 2.3. A discussion or other communication with students and other users of the area 2.4. A communication with the Operations Manager to identify the types and range of resources and services required in the business area, the Golden Institute budget and other constraints to consider. 2.5. Discuss the information gathering as a small work group and share findings. Summarise this information gathering in an individual short written report (100 words) 3. Work group activity and individual written report: With the findings for task 2, Identify the 3 key matters that Golden Institute should consider in a systematic resourcing management plan, acquisition plan, budget and monitoring plan. You may use these headings to guide your response if appropriate but expand on each key matter: space / premises stock and supplies staffing to operate the area small equipment/ machinery raw materials security in the area technological equipment storage space staff amenities software OHS issues and service provider service providers Summarise in an individual short written report 100 words 4. Work group activity and individual written report: Identify the budget and priorities in a resource management plan for the business area for 1 month and 1 year. This will involve: 4.1. The work group will prepare the budget with meetings /discussion noted. 4.1. The work group will prepare an agreed summary table of the budget and priorities in a format agreed with the Operations Manager. 4.2. The work group will seek feedback on this budget from the Operations Manager for Golden Institute. 4.2. Each individual completes an individual short written report in an email to the Operations Manager with an attachment (150 words) that includes: The Operations Manager feedback on the resource plan and budget Changes to the budget and priorities in the resources plan as a result of this input from the organisation. Make it realistic and appropriate. Assessment Task 2 – Acquire and allocate resources in a business area Golden Institute management has heard about the review and budgeting exercise undertaken in the four business areas by the work groups. The Operations Manager has reported back to management who can see that a more systematic approach to coordination of resources has been started. A budget has been set for priority resources acquisition. 1. Golden Institute management has requested a briefing or written report before you get the approval to purchase. Undertake research then present the following information in a table format report 1.1. Identify the resource or service purchase you most recommend in your business area 1.2. Identify suppliers (at least 2) 1.3. Summarise in dot points the Golden Institute procedures for: getting quotes and using purchase orders when ordering resources. authorisation procedures and people (job title) how equipment and supplies usage is monitored and recorded reordering – inventory checks for minimum and maximum stock levels. receiving and checking orders quality and quantity 1.4. Suggest simple improvements to two (2) of the above organisation procedures: Identifying resources suppliers and obtaining quotations Using purchase orders when ordering resources How the authorisation procedures for acquiring resources could be better Using inventory checks for minimum and maximum stock levels before reordering Checking order quality and quantity on delivery and taking action if it not meeting expected standard Allocating resources promptly to the business area 2. Practical activity with observation and evidence recording: The Operations Manager will give your work group the approval to make a purchase for your business area, allocate the resource to the area and communicate with the relevant staff and students to confirm the acquisition in complete. As a work group you will complete this task by: 2.1. Following Golden Institute policy and procedures to complete the acquisition. 2.2. Take photographs or ask the Operations Manager to observe and confirm that the resource has arrived and procedures have been followed on the paperwork. 2.3. Follow procedures to allocate the resource to the business area. Take photographs of your work group checking the quality and quantity and putting the resource in place in the business area. 2.4. Discuss within your work group how you would notify the staff and students that the acquisition is in place (if this is necessary) or not. 2.5. Write a short list of the ways that you should notify the staff and students. 2.6. Record usage of the resource for a week following procedures (at least 1 day per person) 3 Presentation and observation: Report back on the acquisition and allocation and usage for a week. Present to the whole group and the trainer who is role playing the Operations Manager at Golden institute. Following completion of task 2, the work groups will report verbally and show the photographs or other evidence of their combined activity: Acquiring the resources or services Following the Golden Institute procedures Checking the quality and quantity in line with service agreements with the supplier Allocating the resource Notifying staff and students or discussing ways this should happen for particular resources and services are acquired by Golden Institute Each person in the work group MUST prepare and present a section. Assessment Task- 3 Monitor and report on resource usage in a business area 1. Focus on the business area you have worked on through this simulation and case study. Prepare a poster showing how Golden Institute can improve: 1.1. Resources cost controls cost of acquisition, cost of ordering, cost of transport or delivery, cost of stock levels 1.2. Resources usage data using a method that you recommend 1.3. Resources health and safety management, in particular fault checking and maintenance using a method that you recommend 1.4. Resources and services planning through consultation and feedback from the users in the business area using simple methods that you recommend 1.5. Resource records management using an improved procedure or form that you recommend 2. Presentation and observation: Present this poster to the whole group and the trainer who is role playing the Operations Manager at Golden institute. This involves: 2.1. Each person in the work group will explain their individual poster in 5 minutes 2.2. Each person will focus on one area of improvement that you would respectfully recommend to Golden Institute for co-ordination of business resources in the business area. 2.3. When each person in the work group has presented their poster, the work group as a team will take questions for the whole group and the Operations Manager.

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