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Quick Look Course Summary:Operational Planning (Unit Standard 252032) (3 days)
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Length: 3 day(s)
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Price (at your venue): 1 Person R 21,125 EX VAT 3 Person R 13,658 EX VAT 10 Person R 9,124 EX VAT
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Certification Type:Accredited
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Locations & Venues: Off-site or in-house. We train in all major city centres throughout South Africa.
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Operational Planning (Unit Standard 252032) (3 days)
Managers who turn the organisation's strategy into a practical plan for their unit, put it into action with their team, and measure whether it is delivering – with 8 accredited credits.
A strategy only matters when each unit knows what it must deliver and how progress will be measured. This accredited operational planning course covers unit standard 252032 (NQF Level 5, 8 credits), part of the National Certificate: Generic Management (SAQA ID 59201), which BOTI delivers under its Services SETA accreditation.
Day one starts with the organisation's strategic plan: what your unit is there to contribute, operational strategies that support the bigger picture, and clear, measurable goals, objectives and standards agreed with stakeholders. Day two turns those goals into an operational plan that sets out who does what, by when, with which resources and measures, and what happens if things go wrong, plus a way of tracking progress.
Day three is about delivery: implementing and adjusting the plan, using resources cost-effectively, supporting first-line managers to apply controls, reviewing team performance and evaluating each team's contribution to the unit's results.
Why this course
For your organisation
- Unit plans that clearly support the organisation's strategy
- Goals and standards the team helped to set and is committed to
- Resources used cost-effectively during implementation
- Regular, evidence-based reviews of unit and team performance
- Eight accredited credits at management level
For your delegates
- Eight accredited credits towards the NC: Generic Management
- A complete operational plan for your own unit
- Templates for goals, performance standards and monitoring
- Confidence to run performance reviews and agree corrective action
What delegates will be able to do
- Analyse the strategic plan to define your unit's purpose
- Develop and record operational strategies aligned with the overall strategy
- Set clear, measurable goals, objectives and performance standards with stakeholder input
- Turn goals into a plan with tasks, owners, time frames, resources and contingencies
- Build monitoring systems into the plan and get team feedback on it
- Implement the plan, adjusting it where needed and using resources cost-effectively
- Monitor performance, run reviews and agree corrective action with first-line managers
- Evaluate each team's contribution to the unit's performance
Who should attend
Heads of department, section heads, divisional heads and other second-level managers with one or more teams reporting to them, and first-line managers preparing for that role. The unit standard assumes communication, mathematical literacy and computer literacy at NQF Level 4.
Course outline
Day 1 – Unit standard 252032: from strategy to unit goals
Outcome 1: Operational strategies for a unit
- Reading the organisation's strategic plan
- Defining your unit's purpose and contribution
- Developing and recording operational strategies
- Checking alignment with the overall strategy
- A step-by-step method for setting goals and objectives
- Writing measurable, achievable performance standards
- Involving stakeholders to win commitment
Workshop: your unit's strategy on a page
- Drafting your unit's purpose statement
- Peer review of goals and standards
Day 2 – Unit standard 252032: building the operational plan
Outcome 2: The operational plan
- Breaking goals into tasks and responsibilities
- Time frames and performance measures
- Resource needs and contingency plans
- Testing measures against customer and unit requirements
- Designing a monitoring system
- Team feedback that builds buy-in
Workshop: drafting your unit's plan
- Plan template and worked example
- Testing the plan with a colleague
- Refining measures and milestones
Day 3 – Unit standard 252032: implementing and evaluating the plan
Outcome 3: Implementing the plan
- Putting the plan into action
- Amending the plan when circumstances change
- Using resources cost-effectively
- Encouraging first-line managers to apply controls
Outcome 4: Monitoring, measuring and evaluating results
- Tracking performance against goals and standards
- Performance reviews with team members
- Agreeing corrective action with first-line managers
- Evaluating each team's contribution to the unit
- Portfolio of evidence: what to submit
How it is delivered
Three days, 08:30-16:00. In person at your offices anywhere in South Africa, at a BOTI venue, or live online. One delegate or a group of up to 20. Learner guide and workbook for each unit standard, practical workplace activities, and a portfolio of evidence that delegates complete after the course for assessment and moderation.
What our clients say
“The training was practical, engaging and relevant to our workplace environment, providing participants with valuable knowledge and practical skills that could be applied in their respective roles.”
“The facilitator was excellent and took time to ensure that the employee understood the content and was able to apply the learning in order to develop the portfolio of evidence.”
“The training was well received and we were impressed by the knowledge of the facilitators and the quality of overall training.”
Frequently asked questions
Is this course accredited?
Yes. It covers unit standard 252032, Develop, implement and evaluate an operational plan (NQF Level 5, 8 credits), part of the National Certificate: Generic Management (SAQA ID 59201), delivered under BOTI's Services SETA accreditation (12582).
Until when can delegates enrol?
Delegates can enrol until 30 June 2028.
Are there entry requirements?
The unit standard assumes communication, mathematical literacy and computer literacy at NQF Level 4.
How are delegates assessed?
After the course each delegate completes a portfolio of evidence based on their own unit. It is assessed and moderated, and delegates found competent receive a statement of results.
Is there a shorter version without assessment?
Yes. Strategic Execution Masterclass: Developing, Implementing, and Evaluating Your Operational Plan covers the same ground as a short masterclass, with a BOTI certificate of attendance.
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