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Operational and Financial Management Guide

The document outlines key operational, financial, and human resource objectives and decision-making processes for improving performance in organizations. It covers topics such as setting objectives, analyzing performance, making decisions to enhance efficiency, quality, cash flow, and employee engagement. Additionally, it discusses various methods and influences on managing resources effectively to achieve organizational goals.

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0% found this document useful (0 votes)
7 views4 pages

Operational and Financial Management Guide

The document outlines key operational, financial, and human resource objectives and decision-making processes for improving performance in organizations. It covers topics such as setting objectives, analyzing performance, making decisions to enhance efficiency, quality, cash flow, and employee engagement. Additionally, it discusses various methods and influences on managing resources effectively to achieve organizational goals.

Uploaded by

Blue sky
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

3.4.

1 Setting operational objectives


Content Additional information
The value of setting operational objectives Operational objectives include:
 costs
 quality
 speed of response
 flexibility
 environmental objectives
 added value.

3.4.2 Analysing operational performance


Content Additional information
The interpretation, calculation and use of Students should be able to calculate:
operations data in operational decision  labour productivity
making and planning  unit costs (average costs)
 capacity
 capacity utilisation.

3.4.3 Making operational decisions to improve performance: increasing efficiency and


productivity
Content Additional information
The importance of capacity The importance of capacity should include how to utilise
capacity efficiently.
The importance of efficiency and The importance of efficiency and labour should include:
labour productivity  how to increase efficiency and labour productivity
 difficulties increasing efficiency and labour productivity.
The benefits and difficulties of Lean production should include 'Just in Time' operations vs 'Just
lean production in Case'.
How to choose the optimal mix The mix of resources should include an understanding of labour
of resources and capital intensive processes.
How to use technology to
improve operational efficiency

3.4.4 Making operational decisions to improve performance: improving quality


Content Additional information
Methods of improving quality Methods of improving quality should include quality
assurance vs quality control.
The benefits and difficulties of
improving quality
The consequences of poor quality
3.4.5 Making operational decisions to improve performance: managing inventory and
supply chains
Content Additional information
How to manage supply to match demand and Ways of matching supply to demand include:
the value of doing so  outsourcing
 use of temporary and part time employees
 producing to order.
Influences on the amount of inventory held Inventory control should include:
 interpreting inventory control charts
 lead time
 re-order levels
 buffer level of inventory
 re-order quantities.
Influences on the choice of suppliers
How to manage the supply chain effectively
and efficiently and the value of this
The value of outsourcing

3.5.1 Setting financial objectives


Content Additional information
The value of setting financial objectives Financial objectives to include:
 the concept of a return on investment
 revenue, costs and profit objectives
 cash flow objectives.
The distinction between cash flow and profit
The distinction between gross profit, operating
profit and profit for the year

3.5.2 Analysing financial performance


Content Additional information
How to construct and analyse budgets Analysing budgets should include variance analysis and
and cash flow forecasts adverse and favourable variances.
The value of budgeting
How to construct and interpret break- Break-even analysis should include:
even charts  break-even output
 margin of safety
 contribution per unit
 total contribution.
How to calculate and illustrate on a
break-even chart the effects of
changes in price, output and cost
The value of break-even analysis
How to analyse profitability Analysing profitability margins should include the following
ratio analysis:
 gross profit
 profit from operations
 profit for the year.
How to analyse timings of cash Analysing timings of cash flow should include an
inflows and outflows understanding of payables and receivables.
The use of data for financial decision
making and planning
3.5.3 Making financial decisions: sources of finance
Content Additional information
Internal and external sources of finance Sources of finance should include:
 debt factoring
 overdrafts
 retained profits
 share capital
 loans
 venture capital
 crowd funding.
Advantages and disadvantages of different sources of
finance for short- and long-term uses

3.5.4 Making financial decisions: improving cash flow and profits


Content Additional information
Methods of improving cash flow Students should be able to assess ways of improving cash
flow.
Methods of improving profits and Students should be able to assess ways of improving
profitability profits and profitability.
Difficulties improving cash flow and profit

3.6.1 Setting human resource objectives


Content Additional information
The value of setting human resource Human resource objectives include:
objectives  employee engagement
 talent development
 training
 diversity
 alignment of employee and employer values
 number, skills and location of employees.
Methods of achieving human resource Methods should include soft and hard human resource
objectives management (HRM) approaches.

3.6.2 Analysing human resource performance


Content Additional information
Calculating and interpreting human resource Students should be able to calculate and interpret:
data  labour turnover
 labour productivity
 employee costs as percentage of turnover
 labour cost per unit.
The use of data for human resource decision
making and planning
3.6.3 Making human resource decisions: improving organisational design and managing
the human resource flow
Content Additional information
Models of organisational structure Organisational structures to include:
 functional
 product-based
 regional
 matrix structure.
Influences on organisational design Decisions relating to organisational design include:
 authority
 span
 hierarchy
 delegation
 centralisation and decentralisation.
The value of changing organisational design
How managing the human resource flow Human resource flow to include:
helps meet human resource objectives  human resource plan
 recruitment
 training
 redeployment
 redundancy.

3.6.4 Making human resource decisions: improving motivation and engagement


Content Additional information
The benefits of motivated and engaged Theories of motivation should include Taylor,
employees Maslow and Herzberg.
How to improve employee engagement and Financial methods of motivation should include:
motivation  piece rate
 commission
 salary schemes
 performance-related pay.
Non-financial methods of motivation should include:
 empowerment
 team working
 flexible working
 job enrichment
 job rotation.
Influences on the choice and assessment of the
effectiveness of financial and non-financial
methods of motivating employees

3.6.5 Making human resource decisions: improving employer-employee relations


Content Additional information
Influences on the extent and methods of employee Employee representation methods to include
involvement in decision making trade unions and works councils.
How to manage and improve employer-employee
communications and relations
Value of good employer-employee relations

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