402 implementing operational plan

task 1

prepare to consult with the manager and agree on a time

manager: Pat Ellis
time: 12 pm
date:
place: Caboolture Warehouse

consultation with the manager (role play)

a. Resource requirements
You: Do we need any warehouse business manager?
Manager: NO
You: Do we need any picking and packing team members?
Manager: Yes, we do. We need 3 pickers approx. total cost $120000/pa (40000 each/ pa), 4
forklifts with 1-1.5 tonne capacity approx. total cost $40000-60000. Our typical target for
picking is 10 minutes from receipt of order to loading bay/checkout ready for driveway.
You: do we need any distribution team member including driver?
Manager: YES. 2 drivers approx. total cost 120000/pa, 2x 15m3/3- pallet capacity freezer
trucks approx. total cost between 120000-150000.
You: do we need any checkout team members?
Manager: YES. We need 2 parttime checkout staff approx. total cost 50000/pa.

b. Options for implementing operational plan

You: what is my budget?
Manager: the budget for human resourcing is 300000/pa and the new budget for ner plant
and equipment is 250000.
You: what training would you like me to include?
Manager: there are 3 categories for the training. First, we want to focus on picking and
packing. In this area, the staff should be trained to manual loading and unloading trucks;
reading orders printed from ERM system; and retrieving items using hand or electric pallet
trucks and forklifts. Second, we want to focus on distribution. The staff should assist with
manual loading unloading; using mobile dispatching and navigation system driving; and
typical target for delivery time in 2 hours from receipt of order. Last but not least, we would
like to focus on checkout. The staff should operate tills and handle cash from businesses
who pick up own goods; use ERM system to order picking from warehouse; and handle
customer enquiries.
You: how would you like to review the performance?
Manager: I would like to have weekly meeting or reporting to check if we are meeting our
performance targets.

c. Performance indicators
Key performance area Target/ KPI’s result
Warehouse’s objective 20 % frowth
picking and packing - Hired 3 picker
(40000each,
120000 intotal /pa)
 - Brought 3 electric
pallet trucks
approx. total cost
3000-5000
- Brought 4 forklifts
with 1-1.5 tonnes
capacity (total cost
40000-60000)
- Target for picking is
10 minutes from
receipt of order to
loading chechout
ready for delivery
- Manual loading and
unloading trucks
- Reading orders
printed from ERM
system

Distribution - hired 2 drivers

(120000,
60000each/pa)
- brought 2x 15m3/3
pallet capacity
freezer trucks
(about 120000-
150000)
Checkout - 2 parttime checkout
staff (50000/ pa)

d. possible risks to implementation of operational plan potential control measures

and reporting
Possible risks
Picking and packing team 1. Breakdown of ERM system
2. Licensing/legal requirements not
meet
3. Warehouse accidents
4. Exhaust fumes and risk to health/
legal WHS compliance
5. Inability to fulfil human
resourcing due to competition
from mining sector
6. Unfamiliarity with shipping
software
Distribution team 7. Road accidents
8. Liscensing/ legal requirements
not met
 9. Breakdown of navigation system
10. Inability to fulfil human
resourcing duw to competition
from mining sector
11. No maintenance of cars
Checkout team 12. Theft
13. Breakdown of ERM system
14. Poor training may result in giving
customers awful experience
(including wrong products)
15. Damage to structure and
products due to inadequate
knowledge

e. Problem-solving methods
Contingency plans for risk management or minimisation strategy for resourcing-
related
Contingency plan for consultation to gather input from affected workers

Plan for implementing operational plan

Personnel Physical
resource resource
Picking and - Hired 3 pickers Picking and - Brought 3
packing - Target for picking packing electric
in 10 minutes pallet
from receipt of trucks
orders to loading - Brought 4
bay- ready for forklifts
delivery with 1-1.5
- Manual loading tonnes
and unloading capacity
trucks
- Reading orders
printed from ERM
system
- Retrieving items
using hand or
electric pallet
trucks and
forklifts

Distribution - Brought
2x15m3/3
pallet
capacity
freezer
 trucks

Balanced scored for use in performance management of a team leader

Performance management plan template

Name/ Manager: Sale General Manager Review period:

position: Monthly staff
Team leader performance review; 6
months follow-up
discussion; annually
formal review
discussion
Reference Key result area Indicator of By when Done/
from success/performanc reported
operational e
plan
Engage - number of - conduct Monthly
customer complaints from quartly staff
wholesale customer wholesale performance
customer review; 6
surveys months
- training follow-up
- reduce quality discussion;
variration annually
formal
review
discussion

Increase - productivity gigures - investigate Monthly

distribution for individuals/ teams resourcing staff
capacity by 1. time spent needs for performance
15% overall picking order StorPlus: review; 6
within 2. time personnel, months
financial loading/unloadin plant and follow-up
year g vehicles equipment discussion;
3. number of - fulfil annually
accidents spoiling resourcing formal
goods needs in review
4. average delivery accordance discussion
time with politicies
and
procedures
- sustainability
plan
Operational - general ledger - renegotiate Monthly
expenditure accounts; financial with suppliers staff
statements - research performance
1. wages potential new review; 6
2. cost of goods sold suppliers months
3. value of wasted - reduce follow-up
or spoiled items expenses due discussion;
to wastage annually
formal
review
discussion
Encourage - numbers of coaching - performance Monthly
innovation sessions completed management staff
and - numbers of - regular performance
participation operational-related coaching review; 6
training programs - regular months
completed training follow-up
discussion;
annually
formal
review
discussion
Safety and - numbers of injuries - training Monthly
healthy - numbers of - OHS coomitte staff
workplace absentees meetings performance
- OHS risk review; 6
assessment months
conducted follow-up
regularly discussion;
- Safe work annually
achievement formal
and healthy review
workplace discussion
procedures
Manager’s comments Signature:
Dates:

Staff member’s comments: Signature:

Date:

Contingency plan for managing a risk to implementation

Possible risk Contingency plan for Consultative activities
managing a risk to
 implementation
Picking and packing - Hand notes to Consult with employees,
team record orders managers and human
1. Breakdown of ERM - Quarterly checks to resource department via:
system ensure all - Emails
2. Licensing/legal licensing/legal - department discussion
requirements not requirements are - Presentation/meetings
meet met WHS training, - Telephone calls
3. Warehouse signage, policy and - Face to face meetings
accidents procedures - Company handbooks
4. Exhaust fumes and - Install vents,
risk to health/ legal extractors
WHS compliance - Recruit from other
5. Inability to fulfil states or from
human resourcing overseas
due to competition
from mining sector
6. Unfamiliarity with
shipping software
Distribution team - Safety driver Consult with employees,
7. Road accidents training managers and human
8. Liscensing/ legal - Weekly/monthly resource department via:
requirements not check drive licence - Emails
met - Appropriately train - department discussion
9. Breakdown of staff to fill out the - Presentation/meetings
navigation system forms correctly, - Telephone calls
10. Inability to fulfil giving a test at the - Face to face meetings
human resourcing end of the course to - Company handbooks
duw to competition be sure
from mining sector
11. No maintenance of
cars
Checkout team - Cctv cameras Consult with employees,
12. Theft system, open and managers and human
13. Breakdown of ERM close doors system resource department via:
system - Hand notes to - Emails
14. Poor training may record orders, keep - department discussion
result in giving for 90 days - Presentation/meetings
customers awful - Provide high quality - Telephone calls
experience training and giving a - Face to face meetings
(including wrong test at the end of - Company handbooks
products) the course to be
15. Damage to sure
structure and
products due to
inadequate
knowledge
Draft business case to propose resourcing
Resource Cost ($)
Staff training 30000
Hired 3 pickers for picking and packing 120000
Hired 2 drivers for disctribution 120000
Hired 2 parttime checkour staff 50000
Plant and equipment 300000
warehouse and office reconfiguration 140000