BSBSTR802 - Lead strategic planning processes for an organisation

Student Details

Student Name

Student ID

Assessment Details

Course Details

BSBSTR802 - Lead strategic planning processes for an organisation

Unit Details

BSB60420 Advanced Diploma of Leadership and Management

Assessment Type

This is a summative assessment, which requires each student to have adequate practice prior to undertaking this assessment.

Assessment Methods

Assessment 1 (Knowledge Evidence)

Short Answer Questions

In this assessment, you will demonstrate a sound knowledge of the unit requirements through completing and submitting written questions.

You must correctly answer all questions to show that you understand the knowledge required of this unit.

Assessment 2

(Workplace Project)

(Performance Evidence)

This assessment is divided into six tasks:

Task 1: Analyse Business Environment

Task 2: Set Strategic Direction

Task 3: Finalise Strategic Direction

Task 4: Develop Strategic Plan

Task 5: Implement Strategic Plan

Task 6: Monitor and Review Strategic Plan

ASSESSMENT RECORD OF OUTCOME

Student Name

Student ID

Course Name

BSB60420 Advanced Diploma of Leadership and Management

Trainer/Assessor Name:

Muhammad S Hossain

Unit code & Title

BSBSTR802 - Lead strategic planning processes for an organisation

Intake/Batch

STUDENT DECLARATION

I HEREBY DECLARE THAT this is my (please tick)

1^st Submission 1^ST re-Submission 2^nd re-Submission Reassessment

I declare that all the assessment parts completed for this unit are my own work.

To the best of my belief, no part of this assessment has been copied from any other students work or from any other source except where acknowledgement is made in the text.

No part of this assessment has been written for me by any other person except where such collaboration has been authorised by the assessor concerned and where acknowledgement is made in the text.

No part of this assessment has been previously submitted as an assessable item, except where authorised by the trainer concerned and where acknowledgement is made in the text;

I understand that if I breach the policy, disciplinary action can be against me.

I am aware of the reassessment options and right to appeals.

I have retained a copy of this assessment.

RECORD OF ASSESSMENT OUTCOME (Assessor use ONLY)

RESULT

S: Satisfactory

NS: Not Satisfactory

DNS: Did Not Submit

Assessment 1

Written Question answers

S NS DNS

Assessment 2

Workplace Project

S NS DNS

Assessment 3

Final Unit Outcome

? Competent

? Not Yet Competent

Comments (if any)

Assessor declaration

I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback. I have also explained about the re-assessment options and appeals rights available to the student.

Assessor Name

Assessor Signature & date

Results entered on RTOM

Staff name & date

Unit Code and Title

BSBSTR802 - Lead strategic planning processes for an organisation

General Instructions to Students

This Student Assessment Booklet includes both the assessment instruments and the instructions for gathering and interpreting evidences in an assessment process.

This unit requires that you to complete two (2) assessments. You must complete all assessments with a competent result to achieve competency for this unit. Please read the information below about each task included in this assessment.

1) In order to be assessed as Competent (C) in this unit you need to provide evidence that demonstrates that you can perform the required competencies to the required standard.

2) In order to avoid plagiarism, you must acknowledge and reference sources and must give credit appropriately.

3) You must use the APA 6th Referencing style. You must contact your assessor for guidance on how to reference. You could also complete a free tutorial on referencing at www.The Basics of APA Style https://apastyle.apa.org/instructional-aids/tutorials-webinars

4) The following are some types of references that must be acknowledged:

- Direct quotations using another persons exact words, placing words in quotation marks (for shorter quotes) or indent paragraphs (for longer quotes).

- Paraphrases of another persons words or ideas using someone elses ideas in your own words. When you paraphrase, you must cite the source of the ideas

- Summarise another persons ideas a short summary of the original text, including only the main points of the original authors ideas or argument. To avoid plagiarism, you must cite the source whenever you summarise another persons work.

- Tables, figures, graphs, diagrams or images obtained from any source you must acknowledge the original source of all tables, figures, graphs, diagrams or images.

- Information obtained from lectures and personal communication you must acknowledge the source of the information.

5) Competency depends on consistently demonstrating the skills, attitudes and knowledge that enable you to complete workplace tasks confidently in a variety of situations.

6) If you have any difficulties in understanding any of these forms or instructions, please speak to your trainer/ assessor.

7) You must record your handwritten/ typed responses in the assessment pack. You can attach additional pages if required.

8) You must read and complete the Assessment Cover sheet.

9) Your assessor will:

O complete the Assessment Task Outcome Record for each assessment task

O provide you with feedback for all assessment tasks

O mark the assessment task as satisfactory or unsatisfactory

O sign the Assessment Task Outcome Record

How to submit your assessments

When you have completed each assessment, you will need to submit it to your assessor. Instructions about submission can be found at the beginning of each assessment task. Make sure you photocopy your written activities before you submit them your assessor will put the documents you submit into your student file.

Assessment Task Cover Sheet

At the beginning of each task in this booklet, you will find an Assessment Task Cover Sheet. Please fill it in for each task, making sure you sign the student declaration.

Your assessor will give you feedback about how well you went in each task, and will write this on the back of the Task Cover Sheet.

Assessment outcomes

Once the assessment has been completed, the student will be given the result within 14 days. Once the student has satisfactorily completed the required assessments for a unit of competency he/she will receive an outcome of C (Competent) or otherwise NYC (Not Yet Competent) in which case the student is entitled to apply for a resubmission of the assessment.

Reasonable adjustments

According to AIBLs policy, assessment processes and techniques should consider the language, literacy and numeracy capacity of the student in relation to the competency being assessed.

If you are unable to complete the assessment in this format, you must inform your assessor and they may arrange for you to take the assessment in an alternative format.

Assessment re-submission

If a student has been deemed NYC (not yet competent), the Trainer/Assessor (TRN) will explain why and inform the student of what needs to be completed in order to demonstrate competence.

Re-assessment for assessments only occurs if the student has previously submitted the assessment or has missed the relevant session(s) and has been afforded special consideration that is approved by the Administration department.

If the result for the first submission of an assessment is NYC, students will be given two re-submission opportunities to achieve a competent result (this re-assessment is conducted free of charge). A suitable time will be arranged for the reassessment to occur within 14 days of the completion of the unit in question. Should a student either not make an attempt within this time frame (in spite of all efforts by Albright Institute, its Trainer/Assessor and administration staff to have the student attend a reassessment session) or the student does not achieve a satisfactory result after two re-assessments they may be charged for another attempt.

Should the student still not achieve competence after these assessment attempts, it will be necessary for them to re-enrol in (repeat) the unit of competence at a cost.

Assessment appeals

You can make an appeal about an assessment decision by filling an appeal form. Ask for an appeal for from a student support officer. Refer to Albright Institutes Assessment Policy for more information about our appeals process.

Plagiarism Policy

All student work must be written in their own words, except where acknowledged through quotations and referencing. Plagiarism is a serious offence; Albright Institute may impose severe penalties on students who plagiarise.

For more information on Plagiarism and Cheating, refer to Albright Institutes policies.

Student and Submission Details

Student Name

Student ID

Unit Code and Name

BSBSTR802 - Lead strategic planning processes for an organisation

Date of submission

00/00/0000

STUDENT DECLARATION

I declare that

a. This assessment is my own work.

b. None of this work has been completed by any other person.

c. I have not cheated or plagiarized the work or colluded with any other student/s.

d. I have correctly referenced all resources and reference texts throughout these assessment tasks.

e. I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature :

Assessor To Complete

Assessment 1

Assessment Result

Date

Type Of Submission

Short Answer Questions

? S (Satisfactory)

? NYS (Not Yet Satisfactory)

? DNS (Did Not Submit)

00/00/0000

? First submission

? First re-submission

? Second re-submission

Assessor feedback

Assessor Name

Assessor Signature:

This assessment meets the following Knowledge Evidence

Satisfactory

Unsatisfactory

Not Present

contractual requirements and implications for the business

financial management requirements and processes of the business

risk management processes

methods for conducting SWOT analysis

methods for conducting PEST analysis

strategic and operational planning processes

barriers to achieving goals

communication processes

methods to develop strategic plan

strategy map

key features of knowledge management systems

key features of annual operational plan.

Assessment summary

You are required to answer all the written questions in this assessment.

Resources and equipment required to complete this assessment

Access to textbooks and other learning materials.

Access to a computer, printer, Internet and email software (if required).

When and where should the assessment be completed

This assessment may be done in your own time as homework or you may be given time to do this task in class (where applicable).

Your assessor will provide you with the due date for this assessment.

What needs to be submitted

Your answers to each question in this assessment along with references.

Instructions

This is an open book test you can use your text book/learning materials as reference.

You must answer all questions in this assessment correctly.

You must answer the questions by typing your answers in Microsoft Word and converting it into a pdf.

Please include the following details in the header section of each page of your assessment document:

o Student Name and ID

o Course Code and title

o Unit Code and title

o Trainer and assessor name

o Page numbers

You are required to submit your assessment on the LMS (Moodle). No submissions will be accepted via emails.

Question 1

Complete the table below about contractual requirements for strategic planning in an organisation.

a. Identify at least two contractual requirements for strategic planning in an organisation.

b. In 50 words or more, describe the implication of each identified contractual requirement for the organisations business.

Contractual Requirement

Implication

i.

ii.

Question 2

Complete the table below about financial management requirements and processes for strategic planning in an organisation.

a. Identify at least two financial management requirements for strategic planning in an organisation.

b. In 50 words or more, describe the process that can be adopted to address each identified financial management requirement.

Financial Management Requirement

Process

i.

ii.

Question 3

Complete the table below about risk management processes.

a. Identify at least four risk management processes related to strategic planning.

b. In 50 words or more, explain how each identified risk management process applies to managing risks for an organisations strategic plan.

Risk Management Process

Application

i.

ii.

iii.

iv.

Question 4

Complete the table below about SWOT analysis.

a. Identify at least two methods for conducting SWOT analysis.

b. In 50 words or more, describe how each identified method can be used to conduct SWOT analysis of an organisation/workplace.

SWOT Analysis Method

Application

i.

ii.

Question 5

Complete the table below about PEST analysis.

a. Identify at least two methods for conducting PEST analysis.

b. In 50 words or more, describe how each identified method can be used to conduct PEST analysis for an organisation/workplace.

PEST Analysis Method

Application

i.

ii.

Question 6

Outline at least five differences between the strategic planning process and operational planning process of an organisation/workplace.

Strategic Planning Process

Operational Planning Process

i.

i.

ii.

ii.

iii.

iii.

iv.

iv.

v.

v.

Question 7

Complete the table below about barriers to organisational goals.

a. Identify at least four barriers that can hinder achievement of organisational goals.

b. In 50 words or more, discuss a suitable strategy that can be adopted to overcome each identified barrier for achieving organisational goals.

Barrier to Organisational Goals

Strategy to Overcome Barrier

i.

ii.

iii.

iv.

Question 8

In 50 words or more, explain how each type of communication process listed below can be used for informing and supporting team members at an organisation/workplace.

Communication Process

Application

i. Push communication

ii. Pull communication

iii. Interactive communication

iv. Non-verbal communication

v. Verbal communication

Question 9

Complete the table below about strategic planning.

a. Identify at least two methods for developing strategic plan for an organisation.

b. In 50 words or more, describe how each identified method can be used to develop the strategic plan for an organisation/workplace.

Strategic Planning Method

Application

i.

ii.

Question 10

Complete the table below about strategy maps.

a. Outline the six steps for developing a strategy map for improving the strategic plan of an organisation/workplace.

b. In 50 words or more, explain how each step must be executed.

Steps for Developing Strategy Map

Explanation

i.

ii.

iii.

iv.

v.

vi.

Question 11

Complete the table below about knowledge management systems.

a. Identify at least three features of knowledge management systems.

b. In 50 words or more, explain the importance of each identified feature in effectively capturing the knowledge within an organisation/workplace.

Features of Knowledge Management Systems

Importance

i.

ii.

iii.

Question 12

Complete the table below about annual operational plans.

a. Identify at least three features of annual operational plans.

b. In 50 words or more, explain the importance of each identified feature in facilitating the implementation of the long-term strategic plan of an organisation/workplace.

Features of Annual Operational Plan

Importance

i.

ii.

iii.

Student and Submission Details

Student Name

Student ID

Unit Code and Name

BSBSTR802 - Lead strategic planning processes for an organisation

Date of submission

00/00/0000

STUDENT DECLARATION

I declare that

a. This assessment is my own work.

b. None of this work has been completed by any other person.

c. I have not cheated or plagiarized the work or colluded with any other student/s.

d. I have correctly referenced all resources and reference texts throughout these assessment tasks.

e. I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature:

Assessor to complete

Assessment 2

Assessment Result

Date

Type Of Submission

Assessment 2 (Workplace project)

? S (Satisfactory)

? NYS (Not Yet Satisfactory)

? DNS (Did Not Submit)

00/00/0000

? First submission

? First re-submission

? Second re-submission

Assessor feedback

Assessor Name

Assessor Signature:

This assessment meets the following Knowledge Evidence

Satisfactory

Unsatisfactory

Not Present

industry trends and practices of relevance to the organisations strategic direction

global environment and market, including:

trends

best practice

risks

opportunities

current and future demands of organisation and global markets

key performance indicators, including financial and non-financial

This assessment meets the following Performance criteria

Satisfactory

Unsatisfactory

Not Present

1. Analyse environment

1.1 Identify organisational vision, mission and values

1.2 Identify, gather and analyse relevant organisational data according to organisational policies and procedures

1.3 Identify stakeholders and resources required to develop and review strategic plan

1.4 Conduct strengths, weaknesses, opportunities and threats (SWOT) analysis and determine and define strengths, weaknesses, opportunities and threats

1.5 Review current strategic plan and identify gaps, and improvement needs and opportunities

1.6 Conduct political, economic, social and technological (PEST) analysis and identify opportunities and threats due to political, economic, social and technological forces

1.7 Research global environment and market, and identify trends, best practice, risks and opportunities

1.8 Assess organisational and global markets current and future demands

1.9 Identify barriers to organisational goals and consult with relevant stakeholders to determine strategies to overcome barriers

2. Determine direction of strategic plan

2.1 Establish communication processes that inform and support relevant team members

2.2 Consult with relevant stakeholders to determine parameters for planning process

2.3 Assign actions to relevant staff for developing planning process and direction of strategic plan

2.4 Develop planning process and direction of strategic plan

2.5 Establish organisational goals and priorities

2.6 Determine financial forecast and budgets

2.7 Seek feedback from stakeholders on direction of strategic plan and established organisational goals and priorities

2.8 Develop strategy map and identify gaps for improvement in direction of strategic plan

2.9 Make changes according to feedback received and identified improvements

3. Develop and execute strategic plan

3.1 Determine and set key performance indicators, budget and timeline

3.2 Develop annual operational plan to facilitate implementation of long-term strategic plan

3.3 Plan human resource development and succession strategies that confirm long-term business viability

3.4 Initiate strategies to skill own workforce to implement the strategic plan

3.5 Present recommendations to key stakeholders for feedback and make changes to strategic plan according to feedback received

3.6 Communicate with stakeholders and assign responsibilities

3.7 Assist stakeholders to implement strategies

4. Monitor and review strategic plan

4.1 Develop knowledge management systems to capture team progress, insights, experiences and learnings

4.2 Monitor financial and non-financial performance indicators

4.3 Monitor progress against timeline and key performance indicators

4.4 Identify progress that has not been made according to timeline and key performance indicators and communicate with relevant stakeholders to identify required actions

4.5 Seek feedback from relevant stakeholders on strategies and document feedback received for future development of strategic plans

This assessment meets the following Performance Evidence

Satisfactory

Unsatisfactory

Not Present

facilitate planning processes to develop at least one organisation-wide strategic plan.

In the course of the above, the candidate must:

consult with relevant stakeholders

plan and budget for human, financial and capital resources and implement staff development and succession plans

identify and analyse information about the organisation and its environment, including:

research about industry trends and practices

environmental and organisational scan

existing organisational strategic planning

barriers to achieving the organisational goals

align the strategic plan to the vision, mission and key goals of the organisation

identify key performance indicators

implement and evaluate strategic plan, including:

developing tactical and operational annual plans

refining the plan to respond to changed conditions.

This assessment meets the following Foundation Skills:

Satisfactory

Unsatisfactory

Not Present

Reading

Sources, evaluates and critiques ideas and information from a range of complex texts to assist with strategic decisions

Reviews texts to determine whether required outcomes have been met

Writing

Develops or reviews complex texts according to organisational requirements to convey strategy, context and intent

Oral communication

Leads discussions using active listening and questioning to seek the views and opinions of others

Numeracy

Develops budgets and plans using mathematical processes to calculate costs, timeframes and resources

Problem solving

Develops and implements strategies to ensure organisational goals are achieved

Demonstrates sophisticated control over oral, visual and/or written formats, drawing on a range of communication practices to achieve goals

Systematically gathers and analyses all relevant information and evaluates options in order to inform strategic decisions or solve problems

Planning and organising

Leads planning processes according to organisational goals

Initiative and enterprise

Monitors results against stated goals, adjusting plans and resources where necessary

Teamwork

Plays a lead role in situations requiring effective collaboration, demonstrating high-level influencing skills, focusing and shaping awareness, and engaging and motivating others

Self-management

Develops flexible plans for complex, high impact activities with strategic implications that involve a diverse range of stakeholders with potentially competing demands

This workplace assessment requires you to facilitate planning processes to develop at least one organisation-wide strategic plan for your workplace.

This assessment is divided into six tasks:

Task 1: Analyse Business Environment

Task 2: Set Strategic Direction

Task 3: Finalise Strategic Direction

Task 4: Develop Strategic Plan

Task 5: Implement Strategic Plan

Task 6: Monitor and Review Strategic Plan

You are required to complete the assessment tasks in a real workplace, or in an environment with conditions similar to that of a workplace.

Each task comes with a set of instructions. You are to follow these instructions to complete the assessment. Each task will require you to either:

Submit completed workplace templates and/or any required documentation; or

Demonstrate task requirements while being observed by the assessor.

Resources Required for Assessment

Resources you need to access to complete the workplace assessment are outlined in the Resources Required for Assessment section of this workbook, and in the corresponding Assessors Checklist and/or Observation Form of each task.

Forms and Templates

Generic forms and templates to be used for the assessments are specified for each task, unless otherwise stated. These can be accessed from the following link:

BSBSTR802 Forms and Templates

Username: albrightlearner
Password: albright@123

ASSESSMENT INSTRUCTIONS

This task will require you to analyse the business environment for your organisation.

Use the Environment Analysis template provided at the Bounce Fitness website.

To complete this task, you must:

Access and review the following:

o Organisational documents/resources, including:

Documents with information about organisational vision, mission, values, goals and priorities.

Organisational policies and procedures for strategic planning.

At least one current strategic plan.

o Organisational performance data to track progress on organisational goals and priorities.

Identify the following organisational information from the documents accessed:

o Vision

o Mission

o Values

o At least two goals

o At least two priorities

Identify at least two sets of relevant organisational data for strategic planning as per the policies and procedures accessed.

Gather the identified organisational data.

Determine at least two key performance indicators for the organisation based on identified goals and priorities.

Analyse the gathered organisational data to determine current business performance on each key performance indicator.

Identify at least two of each of the following for strategic planning:

o Stakeholders

o Resources

Conduct SWOT analysis for the organisation by gathering relevant information from research.

Review current strategic plan to identify at least two of each of the following for the organisation:

o Gaps

o Improvement needs

o Improvement opportunities

o Current requirements

o Future requirements

Conduct PEST analysis by gathering relevant information from research to identify at least two of each of the following for the organisation due to political, economic, social and technological factors:

o Opportunities

o Threats

Conduct research on the global market to identify at least two of each of the following relevant to the organisation:

o Trends

o Best practice

o Risks

o Business opportunities

o Current demands

o Future demands

Conduct industry research to identify at least two of each of the following relevant to the organisations strategic direction:

o Industry trends

o Industry practices

Identify at least two barriers that can hinder the achievement of identified organisational goals from the research and analyses conducted.

Complete the environment analysis document incorporating the information identified above.

Submit the completed environment analysis document to your assessor. Include any supplementary documents/sources used to create the environment analysis document, such as:

• Organisational documents/resources and policies and procedures accessed for strategic planning.

• Organisational performance data gathered to track progress on organisational goals and priorities.

• Printed and/or online sources of secondary research undertaken for conducting SWOT analysis, PEST analysis and global market scan.

ENVIRONMENT ANALYSIS

Learner Name

Workplace/Organisation

Vision

Big-picture statement of where the organisation wants to be in future.

Mission

Statement of what the business is and how the organisation aims to serve its key stakeholders.

Values

Fundamental beliefs by which the organisation strives to abide, irrespective of the circumstances.

Organisational goals

Strategic objectives or results that the organisation aims to achieve.

a.

b.

Organisational priorities

Important business aspects that the organisation must pay immediate attention to.

a.

b.

Organisational Data to be Collected

Quantitative information on business performance to be analysed for strategic planning, such as operational or sales data.

Source to Access Organisational Data

Organisational systems or tools from where required performance data can be accessed.

a.

b.

Key Performance Indicator

Measurable metrics to track progress on organisational goals and priorities.

Business Performance

Actual results achieved on key performance indicators based on analysis of organisational performance data.

a.

b.

Stakeholders

Personnel that must be involved in developing the strategic plan for the organisation.

a.

b.

Resources

Assets required for developing the strategic plan for the organisation.

a.

b.

STRENGTHS

WEAKNESSES

OPPORTUNITIES

THREATS

Gaps

Key aspects of the business that have been missed out on in the current strategic plan.

a.

b.

Improvement Needs

Aspects that need to be addressed to enhance business performance.

a.

b.

Improvement Opportunities

Favourable conditions available to the organisation that can be tapped to enhance business performance.

a.

b.

Current Requirements

Business and resourcing needs of the organisation at present, based on improvement needs.

a.

b.

Future Requirements

Projected business and resourcing needs of the organisation in future, based on improvement opportunities.

a.

b.

Types of Factors

Analysis

Political

Ongoing or possible changes in government policies and/or legislation.

Economic

Determinants of the regions monetary performance.

Social

Cultural norms, values, beliefs, and current trends in the population.

Technological

Innovations and emerging trends in technology.

Opportunities

Favourable conditions for the organisation from political, economic, social or technological factors.

a.

b.

Threats

Adverse conditions or risks for the organisation from political, economic, social or technological factors.

a.

b.

Trends

Factors prevailing in the global market that can affect the way the organisations target markets make decisions.

a.

b.

Best Practice

Norms or standards that have been established in the global market for optimal business results.

a.

b.

Risks

Adverse conditions of the global market that may impact the organisations business negatively.

a.

b.

Business Opportunities

Attractive prospects offered by the global market.

a.

b.

Current Demands

Needs of the global market at present, which must be considered by the organisation.

a.

b.

Future Demands

Projected needs of the global market in future that can impact the organisations business.

a.

b.

Industry Trends

Factors prevailing in the industry that can affect the way the organisations target markets make decisions.

a.

b.

Industry Practices

Prevailing ways of doing business in the industry which are relevant to the organisations strategic direction.

a.

b.

a.

b.

ASSESSMENT INSTRUCTIONS

This task will require you to determine the direction of the strategic plan to be developed for the organisation.

Use the Strategic Plan template provided at the Bounce Fitness website.

To complete this task, you must:

Access and review the environment analysis document created in Workplace Assessment Task 1.

Consult with each identified stakeholder in Workplace Assessment Task 1 to establish the following:

o Organisational goals and priorities identified in Workplace Assessment Task 1.

o At least one strategy to overcome each identified barrier to organisational goals.

o At least one communication process for each of the following:

Informing relevant team members.

Supporting relevant team members.

o At least two criteria that must be met during the strategic planning process.

o Financial forecast for the organisation.

o Budget for at least two types of expenses for the organisation, including:

Costs

Timeframes

Resources required

o At least two relevant staff members who must be involved in the strategic planning process.

Assign at least one action item to each identified staff member to support each of the following:

o Strategic planning process

o Setting the direction of the strategic plan.

Collate the work submitted by identified staff members to develop each of the following:

o Strategic planning process

o Direction of the strategic plan.

Incorporate the information identified above in the strategic plan document.

Submit the partially completed strategic plan document to your assessor. Leave the budget, timeline, tactical plan, annual operational plan and human resource strategies sections blank.

You must also submit evidence of consultation with stakeholders. Evidence must be at least one of the following:

Email correspondence

Meeting minutes

Video/audio recording of consultations with the stakeholders

STRATEGIC PLAN

Learner Name

Workplace/Organisation

Date

Summary of Modifications

Version

Vision

Big-picture statement of where the organisation wants to be in future.

Mission

Statement of what the business is and how the organisation aims to serve its key stakeholders.

Organisational goals

Strategic objectives or results that the organisation aims to achieve.

a.

b.

Organisational priorities

Important business aspects that the organisation must pay immediate attention to.

a.

b.

Barrier to Organisational Goals

Unfavourable aspects that can hinder the achievement of organisational goals.

Strategy to Overcome Barrier

High-level approaches that can be adopted by the organisation to eliminate each identified barrier.

a.

b.

For Informing Team Members

Guidelines or sequence of steps to be followed to disseminate information to team members.

For Supporting Team Members

Guidelines or sequence of steps to be followed to assist team members in their job responsibilities through sharing of information, thoughts and ideas.

a.

b.

Activity

Key task to be executed

Cost

Expenditure to be incurred for the activity

Timeframe

Schedule within which the activity must be completed

Resources Required

Assets needed for implementing the activity

Start Date

(dd-mm-yyyy)

End Date

(dd-mm-yyyy)

a.

b.

Staff Member

Name of personnel who must contribute for development of the strategic plan.

Action Item Assigned

Specific responsibility to support the development of the strategic plan.

a.

b.

a.

b.

Type of Resources

Category of assets required to implement the strategic plan.

Budget

Estimated expenditure to be incurred on the type of resources.

a. Human Resources

b. Financial Resources

c. Capital Resources

Organisational Goal

List of organisational goals established earlier.

Timeline

The time period by which each organisational goal must be achieved.

a.

b.

Goals

Organisational goals established earlier.

Tactics

The approaches to be adopted to achieve each goal.

Actions

Specific tasks or steps that must be taken.

Resources

Assets required to execute each action.

Timeline

Deadline by which each action must be completed.

a.

b.

Objectives

Results to be achieved from the annual operational plan.

Success Metrics

Quantifiable indicators to track progress on each objective.

Activities

Day-to-day tasks that must be undertaken to achieve each objective.

Resources

Assets required to execute each activity.

Timeline

Deadline by which each activity must be completed.

a.

b.

Development Strategies

Approaches to be adopted by the organisation for enhancing the skills, knowledge and attitudes of the workforce and support their professional advancement.

a.

b.

Succession Strategy

Approach to be adopted by the organisation for quick replacement of personnel in key roles to ensure that key functions continue to run smoothly when people leading those functions move on to new opportunities or retire

ASSESSMENT INSTRUCTIONS

Your assessor will observe you as you seek feedback from relevant stakeholders to finalise the direction of strategic plan for your organisation.

Part A: Seek Feedback from Stakeholders

You will be assessed on your practical skills to:

Seek feedback from stakeholders using active listening and questioning to seek their views and opinions, to finalise each of the following:

o Direction of strategic plan for the organisation.

o Organisational goals.

o Organisational priorities.

Develop strategy map in consultation with stakeholders.

Identify at least two gaps for improvement in direction of strategic plan.

Part B: Update Strategic Plan

To complete this task, you must:

Access and review the partially completed strategic plan document created in Workplace Assessment Task 2.

Make changes to the strategic plan document according to the feedback received from stakeholders and identified gaps for improvement.

Review the following before starting this task:

• Workplace Assessment Task 3 Assessors Checklist

• Workplace Assessment Task 3 Observation Form

Submit the updated strategic plan to your assessor. Leave the budget, timeline, tactical plan, annual operational plan and human resource strategies sections blank.

STRATEGIC PLAN

Learner Name

Workplace/Organisation

Date

Summary of Modifications

Version

Vision

Big-picture statement of where the organisation wants to be in future.

Mission

Statement of what the business is and how the organisation aims to serve its key stakeholders.

Organisational goals

Strategic objectives or results that the organisation aims to achieve.

c.

d.

Organisational priorities

Important business aspects that the organisation must pay immediate attention to.

c.

d.

Barrier to Organisational Goals

Unfavourable aspects that can hinder the achievement of organisational goals.

Strategy to Overcome Barrier

High-level approaches that can be adopted by the organisation to eliminate each identified barrier.

c.

d.

For Informing Team Members

Guidelines or sequence of steps to be followed to disseminate information to team members.

For Supporting Team Members

Guidelines or sequence of steps to be followed to assist team members in their job responsibilities through sharing of information, thoughts and ideas.

c.

d.

Activity

Key task to be executed

Cost

Expenditure to be incurred for the activity

Timeframe

Schedule within which the activity must be completed

Resources Required

Assets needed for implementing the activity

Start Date

(dd-mm-yyyy)

End Date

(dd-mm-yyyy)

c.

d.

Staff Member

Name of personnel who must contribute for development of the strategic plan.

Action Item Assigned

Specific responsibility to support the development of the strategic plan.

c.

d.

c.

d.

Type of Resources

Category of assets required to implement the strategic plan.

Budget

Estimated expenditure to be incurred on the type of resources.

d. Human Resources

e. Financial Resources

f. Capital Resources

Organisational Goal

List of organisational goals established earlier.

Timeline

The time period by which each organisational goal must be achieved.

c.

d.

Goals

Organisational goals established earlier.

Tactics

The approaches to be adopted to achieve each goal.

Actions

Specific tasks or steps that must be taken.

Resources

Assets required to execute each action.

Timeline

Deadline by which each action must be completed.

c.

d.

Objectives

Results to be achieved from the annual operational plan.

Success Metrics

Quantifiable indicators to track progress on each objective.

Activities

Day-to-day tasks that must be undertaken to achieve each objective.

Resources

Assets required to execute each activity.

Timeline

Deadline by which each activity must be completed.

c.

d.

Development Strategies

Approaches to be adopted by the organisation for enhancing the skills, knowledge and attitudes of the workforce and support their professional advancement.

c.

d.

Succession Strategy

Approach to be adopted by the organisation for quick replacement of personnel in key roles to ensure that key functions continue to run smoothly when people leading those functions move on to new opportunities or retire

ASSESSMENT INSTRUCTIONS

This task will require you to develop a strategic plan for the organisation in collaboration with relevant stakeholders.

Part A: Initial Development of Strategic Plan

To complete this task, you must:

Access and review the following:

o The environment analysis document created in Workplace Assessment Task 1.

o Updated strategic plan from Workplace Assessment Task 3.

Determine each of the following aspects of the strategic plan from the information in the documents accessed and by critical analysis:

o At least two key performance indicators to track organisational performance on goals.

o Budget required for each of the following types of resources:

Human resources

Financial resources

Capital resources

o Timeline to meet organisational goals.

o Tactical plan for implementation of the long-term strategic plan.

o Annual operational plan for implementation of the long-term strategic plan.

o At least two human resource development strategies.

o At least one human resource succession strategy for long-term business viability.

Update the strategic plan document with the information identified above.

Circulate the draft strategic plan document to stakeholders to seek their feedback.

Part B: Complete Strategic Plan

To complete this task, you must:

Make changes to the strategic plan document based on the feedback received from stakeholders.

• Resources you are required to access to complete the task.

• All criteria your submission must address to satisfactorily complete this task.

Submit the updated strategic plan document to your assessor.

You must also submit evidence of seeking feedback from stakeholders. Evidence must be at least one of the following:

Email correspondence

Meeting minutes

Video/audio recording of consultations with the stakeholders

STRATEGIC PLAN

Learner Name

Workplace/Organisation

Date

Summary of Modifications

Version

Vision

Big-picture statement of where the organisation wants to be in future.

Mission

Statement of what the business is and how the organisation aims to serve its key stakeholders.

Organisational goals

Strategic objectives or results that the organisation aims to achieve.

a.

b.

Organisational priorities

Important business aspects that the organisation must pay immediate attention to.

a.

b.

Barrier to Organisational Goals

Unfavourable aspects that can hinder the achievement of organisational goals.

Strategy to Overcome Barrier

High-level approaches that can be adopted by the organisation to eliminate each identified barrier.

a.

b.

For Informing Team Members

Guidelines or sequence of steps to be followed to disseminate information to team members.

For Supporting Team Members

Guidelines or sequence of steps to be followed to assist team members in their job responsibilities through sharing of information, thoughts and ideas.

a.

b.

Activity

Key task to be executed

Cost

Expenditure to be incurred for the activity

Timeframe

Schedule within which the activity must be completed

Resources Required

Assets needed for implementing the activity

Start Date

(dd-mm-yyyy)

End Date

(dd-mm-yyyy)

a.

b.

Staff Member

Name of personnel who must contribute for development of the strategic plan.

Action Item Assigned

Specific responsibility to support the development of the strategic plan.

a.

b.

a.

b.

Type of Resources

Category of assets required to implement the strategic plan.

Budget

Estimated expenditure to be incurred on the type of resources.

a. Human Resources

b. Financial Resources

c. Capital Resources

Organisational Goal

List of organisational goals established earlier.

Timeline

The time period by which each organisational goal must be achieved.

a.

b.

Goals

Organisational goals established earlier.

Tactics

The approaches to be adopted to achieve each goal.

Actions

Specific tasks or steps that must be taken.

Resources

Assets required to execute each action.

Timeline

Deadline by which each action must be completed.

a.

b.

Objectives

Results to be achieved from the annual operational plan.

Success Metrics

Quantifiable indicators to track progress on each objective.

Activities

Day-to-day tasks that must be undertaken to achieve each objective.

Resources

Assets required to execute each activity.

Timeline

Deadline by which each activity must be completed.

a.

b.

Development Strategies

Approaches to be adopted by the organisation for enhancing the skills, knowledge and attitudes of the workforce and support their professional advancement.

a.

b.

Succession Strategy

Approach to be adopted by the organisation for quick replacement of personnel in key roles to ensure that key functions continue to run smoothly when people leading those functions move on to new opportunities or retire

ASSESSMENT INSTRUCTIONS

This task will require you to support the implementation of the strategic plan developed in Workplace Assessment Task 4.

To complete this task, you must:

Access and review the strategic plan document from Workplace Assessment Task 4.

Circulate the final strategic plan document to stakeholders.

Stakeholders must be the same personnel who were consulted in Workplace Assessment Tasks 2, 3 and 4.

Assign at least one responsibility to each stakeholder for implementation of the strategic plan.

Initiate at least two human resource development strategies to build the skills of organisational workforce as required by the strategic plan.

Assist at least two stakeholders for executing their assigned responsibility for implementation of the strategic plan.

Develop at least two knowledge management systems to capture knowledge generated within the organisation during the implementation of the strategic plan.

Submit evidence of developing at least two knowledge management systems to your assessor. Here are examples of possible types of evidence:

• Screenshots of knowledge management systems developed.

• Sample dashboards of knowledge management systems developed.

• Shared cloud storage location of knowledge management systems developed.

You must also submit evidence of initiation of at least two human resource development strategies, such as learning and development plan, training calendar or mentorship program.

In addition, you must also submit evidence for each of the following:

Assigning responsibilities to stakeholders.

Provision of assistance to at least two stakeholders for implementing the strategic plan.

For each of the above, evidence must be at least one of the following:

Email correspondence

Meeting minutes

Video/audio recording of communication with the workforce/stakeholders

When using this as evidence, ensure to inform the workforce/stakeholders of the purpose of the recording before doing so.

ASSESSMENT INSTRUCTIONS

This task will require you to monitor the progress of the implementation of the strategic plan developed in Workplace Assessment Task 4.

Use the Strategic Plan Review template provided at the Bounce Fitness website.

To complete this task, you must:

Access and review the following:

o The updated strategic plan document from Workplace Assessment Task 4.

o Performance data from organisational systems generated during implementation of the strategic plan.

Analyse the performance data from organisational systems to determine the following:

o Actual progress against the timeline set in the strategic plan.

o Actual progress against each defined key performance indicator in the strategic plan.

Communicate the results of monitoring performance data from implementation of strategic plan to stakeholders.

Seek inputs from stakeholders on each of the following:

o At least two actions to improve performance on timeline and key performance indicators.

o At least one feedback on the strategies outlined in the strategic plan.

Incorporate the inputs received from stakeholders in the strategic plan review document.

Update the strategic plan document with the inputs received from stakeholders.

Submit the following documents to your assessor:

Strategic plan review.

Final strategic plan.

You must also submit evidence of consultation with stakeholders. Evidence must be at least one of the following:

Email correspondence

Meeting minutes

Video/audio recording of consultations with the stakeholders

STRATEGIC PLAN REVIEW

Learner Name

Workplace/Organisation

Timelines to Achieve Organisational Goals

Time period by which each organisational goal is expected to be achieved.

Actual Progress

Actual outcome against the timeline for each organisational goal.

Progress not Made

Slippage in the planned timelines.

c.

d.

Key Performance Indicators

Measurable metrics to determine the success of organisational goals.

Actual Progress

Actual outcome against the KPI for each organisational goal.

Progress not Made

Lag between stated KPI and actual progress made.

a.

b.

c.

d.

Assessment Details

Learner

Course Code

Unit of Competency

BSBSTR802 - Lead strategic planning processes for an organisation.

Assessor Name

RTO

Short Answer Questions

Short Answer Question 1

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Short Answer Question 2

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Short Answer Question 3

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Short Answer Question 4

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Short Answer Question 5

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Short Answer Question 6

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Short Answer Question 7

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Short Answer Question 8

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Short Answer Question 9

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Short Answer Question 10

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Short Answer Question 11

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Short Answer Question 12

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Workplace Assessment

Task 1: Analyse Business Environment

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Task 2: Set Strategic Direction

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Task 3: Finalise Strategic Direction

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Task 4: Develop Strategic Plan

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Task 5: Implement Strategic Plan

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Task 6: Monitor and Review Strategic Plan

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Assessors Comments

Remarks/feedback

Details of further evidence required

Please tick the appropriate box.

Yes

No

Comments and further action required are noted in the Learner Assessment Pack

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Results discussed and agreed to by the learner

You have the right to appeal the outcome of your assessment.

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The Learner is

? Competent

? Not Yet Competent

Assessors signature

Date signed