BSBSTR601 Project Portfolio 1
BSBSTR601 Project Portfolio 1
PORTFOLIO
BSBWRT301 Write simple documents Trainer Guide
STUDENT VERSION
BSBSTR601
MANAGE CONTINUOUS
IMPROVEMENT AND
INNOVATION
First published 2021
RTO Works
www.rtoworks.com.au
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expressed in the RTO Works License Agreement.
The information contained in this resource is, to the best of the project team’s and publisher’s knowledge true and correct.
Every effort has been made to ensure its accuracy, but the project team and publisher do not accept responsibility for any
loss, injury or damage arising from such information.
While every effort has been made to achieve strict accuracy in this resource, the publisher would welcome notification of
any errors and any suggestions for improvement. Readers are invited to write to us at [email protected].
Business Works is a series of training and assessment resources developed for qualifications within the Business Services
Training Package.
Contents
Assessor: Vlada
Date: 01/12/2021
Operational processes Due to the global pandemic, the issues with the manufacturing
industry have impacted on the supply of hardware components.
Describe key operational
processes. Worlducation aims to change the way children learn at school by
implementing artificial intelligence technology that can follow up on
each child’s progress and adjust to their needs as they learn, creating
the optimal path learning experience. Worlducation envisions a world
in which every child learns how to read and write – a world without
illiteracy.
Performance Improvement strategies are currently used to monitor and evaluate the
performance and sustainability of key systems and processes?
Which strategies are currently
used to monitor and evaluate
the performance and
Worldeducation want to be well led, high performing, profitable and
sustainability of key systems
accountable. Ensure that all financial operations, performance
and processes?
indicators and results support the strategic policies Identify new and
Discuss the current
expand existing sources of revenue and ways to help more
continuous improvement
systems, processes, and classrooms in need Achieve profits of at least 10% per annum.
innovations being used. main strategies
Summarise and analyse current performance to identify changes and improvement opportunities.
Sales
Worlducation started in 2021 with a huge sale to a school in Portugal.
Although it was a great start, the context for the rest of the quarter
was highly uncertain due to COVID-19. The drastic increase in the
number of customers is great news for sales, but we do not have a
dedicated Customer Relationship Management (CRM) system in
place. It is estimated the ongoing costs for such a system are around
$12.50 per user and will help maintain and personalise customer
service.
mathematical information
The company customers increased by 68 from 2020 to 2021
2020 2021
Financial info
Revenue 5,000,000
Expenses 4,500,000
sales +10%
Analyse supply chains and operational and service systems to identify changes, improvements, and
new ideas
Perform Gap Analysis using the table provided to describe the current state of the supply chain and
operational and service systems and the desired state of the supply chain and operational and service
systems. Also identify solutions to bridge any gaps and the cost-benefit calculations of the solutions.
You may identify more than one solution per issue
shipping delay software base focus on new softwares the cost is about 2
on cloud that you can download millions dollars,
technologies
no losses for delay in
delivery. - 45 million a
year,
no production cost
Hong Kong factory have different open another manufactory outsource and
closed down , there suppliers in company manufacturing in other
are delay in delivery different country countries
buy the hardware from
another company
connect with ZOOM animated video Using Zoom to be in the video will cost 5000
with customers to be able to contact with the clients . will
show the safe a lot of money
products
have more customers dedicated Use and install a CRM estimated the ongoing
and Using CRM Customer costs for such a system
Relationship are around $12.50 per
Management user and will help
(CRM) system in maintain and
place. I personalise customer
service
Set objectives What are the objectives for improving how things work? and What
are the continuous improvement objectives and desired outcomes?
What are the objectives for
improving how things work? ● Use the company resources (material and staff) in a better
What are the continuous way
improvement objectives and ● Optimize the internal system
desired outcomes? ● adapt the business to the change
Identify at least two team two team members who in the team do you believe is instrumental
members to ensuring continuous
Best practices Describe best practice ways of working that teams can use to
achieve continuous improvement and to be innovative. Give at least
Describe best practice ways
four examples.
of working that teams can use
to achieve continuous Worlducation has several internal communication channels available
improvement and to be for communication, approvals, project management, change
innovative. Give at least four management and knowledge management, including:
examples.
● Team meetings
● Staff surveys
These are used to gather information and feedback from all staff
members. Surveys should be sent by relevant managers to staff via
email link.
● mentoring
Continuing the drive to a customer centred, high-performance
workforce and culture with a senior staff member mentoring others
one
Seek input
Insert a screen shot of your
email to the team members or
attach it as evidence to this
section of your portfolio.
Performance information ☐
Customer Relationship training the team in the around not easy to Jan
Management new CRM $12.50 per use it 2022
unit
animated video to be able train the team to use the sales team may need sept
to show the products video face to face 2022
meeting
Impact
Describe the impact the changes/opportunities/new ideas and associated actions will have on the
organisation or work area as well as the consequences for people.
Describe actions or transition plans (following the policies and procedures that address approvals,
project management and change management) that to will be taken to manage this.
Customer Relationship IT staff need to install the new internal survey from sales team
Management software
training for the sales team
animated video to be able to more work for the IT staff training for staff
show the products
staff redundancy update the distribution process
and procedure of the company
Risk management
Plan to manage the risks associated with your Continuous Improvement plan. One risk should be
Non-performance of staff members.
Do not meet customers complains and returns reduce consult the customers
expectations why they do not like the
products (surveys )
Communication
Describe how the continuous improvement and innovation plan will be communicated.
What must be Who will you How will you When must the Further
communicated? communicate communicate? communication comments
to? take place?
Team meetings staff for all the email to all the 2 day before the N/A
and brainistom team sales staff invited to the meeting
meeting
train the staff sales staff newsletter, emails before start N/A
about the new selling the new
products product
new job roles Finance staff email and online after every N/A
training update
Rewards
Outline the rewards that will be put in place for staff for achievements in relation to continuous
improvement, innovation, and learning.
give pay rise to staff who perform well, give extra leave for staff who need it. give free vouchers for
shopping to staff. give company shares to staff
Knowledge management
Select which of the activities below are used as part of your organisation’s knowledge management
system to capture learnings from continuous improvement and innovation.
Performance management no
Team meeting What feedback did you receive about how you ran the meeting?
What feedback did you ● I will let the people know you'll be asking for feedback. The
receive about how you ran easiest way to do this is to include “Feedback” in the agenda
the meeting? as part of your last item.
● I will keep it short.
How can you improve your
● I will ask for examples of ways to improve, not about
performance in future?
problems.
If not viewed in person by
How can you improve your performance in future?
your assessor, attach proof of
the team meeting to this 1. Set clear milestones.
section of your portfolio. 2. Plan and prioritize.
3. Plan your meetings well.
4. Communicate better.
5. Conquer difficult tasks first.
Vlada Z.
Federico Sgarbossa
Lucas Lopez
Jade Somers
Continuous improvement How well you are the continuous improvement systems,
systems, processes and innovations and processes are working?
innovation evaluation
Staff bulletin
How well you are the
Contributions for the Staff Bulletin must be approved in advance by
continuous improvement
the contributor’s relevant manager before being sent to the
systems, innovations and
communications officer for review and inclusion.
processes are working?
This contains Information from the executive to staff which is
important and relevant to their interests, including training,
employment vacancies and important announcements.
Maintain Customer Keep training the team in around not easy to ongoing
improve the animated train the team to use the sales team may need ongoing
video to be able to show video face to face process
the products meeting
Impact
Describe the impact the changes/opportunities/new ideas and associated actions will have on the
organisation or work area as well as the consequences for people.
Describe actions or transition plans (following the policies and procedures that address approvals,
project management and change management) that to will be taken to manage this.
Customer Relationship IT staff need to install the new internal survey from sales team
Management software
training for the sales team
animated video to be able to more work for the IT staff ongoing training for staff
show the products
staff redundancy update the distribution process
and procedure of the company
Risk management
Plan to manage the risks associated with your Continuous Improvement plan. One risk should be
Non-performance of staff members.
Do not meet customers complains and returns reduce consult the customers
expectations why they do not like the
products (surveys )
Communication
Describe how the continuous improvement and innovation plan will be communicated.
What must be Who will you How will you When must the Further
communicated? communicate communicate? communication comments
to? take place?
Team meetings staff for all the email to all the 2 day before the N/A
and brainistom team sales staff invited to the meeting
meeting
keep training the sales staff newsletter, emails before start N/A
staff about the selling the new
new products product
new job roles Finance staff email and online after every N/A
training update
Rewards
Outline the rewards that will be put in place for staff for achievements in relation to continuous
Knowledge management
Select which of the activities below are used as part of your organisation’s knowledge management
system to capture learnings from continuous improvement and innovation.
Performance management no
Executive Summary
Founded in 2016, Worlducation is a social startup that manufactures tablet computers for primary school
students. Our focus is not only on the hardware, but also creating software, content, and activities to
better engage and educate primary school students.
Worlducation aims to change the way children learn at school by implementing artificial intelligence
technology that can follow up on each child’s progress and adjust to their needs as they learn, creating
the optimal path learning experience. Worlducation envisions a world in which every child learns how to
read and write – a world without illiteracy. Therefore, for each classroom that buys our product, we
donate and train a classroom somewhere around the world that can’t afford the same technology. We
then connect the classrooms together so that they can grow and collaborate throughout their learning
Vision Statement
To see a world without illiteracy.
Mission Statement
To be the change and facilitate a world without illiteracy by changing the way children learn at school and
the number of schools that have access to technology.
Our values are:
Core values underpinning our activities are:
© 2021 RTO Works Page 3
Ethical principles
Innovation
Collaboration.
Strategic Priorities
To be well led, high performing, profitable and accountable.
Ensure that all financial operations, performance indicators and results support the strategic policies
Identify new and expand existing sources of revenue and ways to help more classrooms in need
Achieve profits of at least 10% per annum.
Increase our reach
Increase range of products and services offered to reach a larger target market
Increase sales to increase donations to needy classrooms.
Continue building deeper customer relationships
Customer-centred practice, with a focus on meeting their total needs for high-quality technology
Strengthen the skills of our people, to better support customers
Have an effective help desk function to meet customer needs
Strengthen the effectiveness of internal customers through provision of effective systems within each
team
Drive innovation to better meet customer demands.
Attract, engage, and develop the best staff
Continuing the drive to a customer centred, high-performance workforce and culture
Strengthening the skills of our people, to better support customer needs
Empowering innovation and responsiveness to change
Continuing to enhance the diversity of our workforce
Exploring the use of technology in human resources.
Each team develops its own performance plan each year for the upcoming 12 months. Each team is
Marketing Strategies
Our marketing strategies aim to:
build our brand
generate leads now
convert those leads quickly
have every part of the business supporting each other.
We plan to develop our market share by:
improving our marketing and advertising
continually improving the quality of service given to clients
maintaining effective communication channels with all stakeholders to ascertain industry requirements
and then develop products and manage services accordingly
continually improving communication channels with all our stakeholders, ensuring a flow of timely and
accurate information to facilitate effective planning and decision making
targeting identified growth markets with planned, market appropriate campaigns employing a variety of
promotional strategies and advertising mediums
offering attractive fee structures to our clients
continually improving the skills, knowledge and effectiveness of our team through our commitment to
training and development
regularly reviewing the effectiveness of all our operations and making improvements when and where
necessary.
2020 2021
Operations
Surprisingly the pandemic brought hundreds of new leads and that led to an unprecedented growth that
brought alongside dozens of operation and production problems.
Financial
2021 $
Revenue 5,000,000
Expenses 4,500,000