CMI 515 Principles of operational planning in an organization

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)

In order to create an operational plan, it is important that it achieves operational objectives, that the manager understands the impact of organisational and legal factors and ethical requirements on operational planning.

You are the manager of a busy department within a large organisation. Your team consists of full time and part time staff with different working patterns. 

There are a wide range of customers who access services.  Your team is required to handle confidential and sensitive information.  There are three ways the team interacts with customers – digital, face to face and via the telephone.

Three organisational objectives have been developed by the senior management team. These are to:

• reduce the number of complaints by 5%
• to increase the number of customers using the service
• implement new ways of working with customers

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 (see page 6), 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 on page 6 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 on page 6.

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)

• 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.

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