Marketing plan template and guidebusiness.gov.auA good marketing plan helps you identify your customers and competitors and develop a strategy to ma

Marketing plan template and guidebusiness.gov.auA good marketing plan helps you identify your customers and competitors and develop a strategy to make your business stand out. The business.gov.au Marketing Plan template steps you through the process of creating a solid, well-structured plan tailored to your business.

New! Create your marketing plan on your tablet by downloading our free MarketMyBiz tablet app. Visit www.business.gov.au/apps now!

Copies of the latest version of this template and guide can be downloaded from www.business.gov.au/plans.

If you need further information, assistance or referral about a business issue, please contact business.gov.au on 13 28 46.

How to use this templateBefore you complete this marketing plan template and start using it, consider the following:

Do your research. You will need to make quite a few decisions about your business including structure, marketing strategies and finances before you can complete the template. By having the right information to hand you also can be more accurate in your forecasts and analysis.

Determine who the plan is for. Does it have more than one purpose? Will it be used internally or will third parties be involved? Deciding the purpose of the plan can help you target your answers. If third parties are involved, find out what are they interested in.

Do not attempt to fill in the template from start to finish. First decide which sections are relevant for your business and set aside the sections that dont apply. You can always go back to the other sections later.

Use the [italicised text]. The italicised text is there to help guide you by providing some more detailed questions you may like to answer when preparing your response. Please note: If a question does not apply to your circumstances it can be ignored.

Use the marketing plan guide. The marketing plan guide below contains general advice on marketing planning and a complete overview with details on each question asked in the marketing plan template.

Get some help. If you arent confident in completing the plan yourself, you can enlist the help of a professional (i.e. Business Enterprise Centre, business adviser or accountant) to look through your plan and provide you with advice.

Write your summary last. Use as few words as possible. You want to get to the point but not overlook important facts. This is your opportunity to sell yourself. But dont overdo it. You want third parties to quickly read your plan, find it realistic and be motivated by what they read.

Review. Review. Review. Your marketing plan is there to make a good impression. Errors will only detract from your professional image. So ask a number of impartial people to proofread your final plan.

Print. Before you print a copy of your completed marketing plan, ensure you delete the first section containing the guide as well as the [italicised text]. To print a copy, select the Printer icon on the toolbar, or select File then Print on the main menu.

Marketing plan guideMarketing planningA marketing plan assists youto integrate your total marketing effort. It ensures a systematic approach to developing products and services to meet and satisfy your customers needs.

When you're writing a marketing plan you need to be clear about your objectives and how you'll achieve them. A good marketing plan sets clear, realistic and measurable objectives, includes deadlines, provides a budget and allocates responsibilities. A plan can consist of these elements:

analysis of your current market

your business objectives

key strategies

steps to achieving your objectives

proposed budget

timing.

Remember that your marketing plan should remain an ongoing process throughout the life of your business.

What to do...

Contact your nearestBusiness Enterprise Centre (BEC) for free advice and support.

Check if your local BEC or state business agency hosts a marketing planning workshop near you.

Search for networking, mentoring or training events and seminars on the business.gov.au Event Finder.

Contact a business adviser, accountant or solicitor for advice.

Regular reviewMarketing planning is an ongoing business activity. As your business changes many of the strategies in your plan will need to evolve to ensure your business is still heading in the right direction. Having your plan up to date can keep you focussed on where you are heading and ensure you are ready when you need it again.

Advice & support

There are a number of government services available to help you plan, start or grow your business. These services can provide general advice, workshops, seminars and networking events, and can even match you with a mentor or business coach.

Attending business eventsSmall business workshops and seminars are run regularly in most areas of Australia, and deal with issues such as planning, marketing, innovation, employing staff and exporting.

You may also find it useful to attend networking events to help expand your business. By developing networks, you can keep up to date on industry and local information, promote your business through new contacts and learn key skills from other businesses.

Taking on a mentor or business coachParticipating in mentoring or coaching programs can help you develop a greater understanding of business processes and practices, and equip you with the skills you need to grow and improve your business.

What to do...

Contact your nearestBusiness Enterprise Centre (BEC) for assistance with your planning process.

Check if your local BEC or state business agency hosts a marketing workshop near you.

Search for networking, mentoring or training events and seminars on the business.gov.au Event Finder.

Contact a business adviser, accountant or solicitor for advice.

Template overviewThis template overview provides details on each question asked throughout the marketing plan template as well as links to further information. When you start answering a question in your marketing plan, you can refer to the relevant question below to help guide your answer.

Title pageQuestion/Field Explanation More information

Insert business logo Adding a logo gives a more professional image.

Your name Enter the business owner's name. Enter multiple names if there are multiple owners.

Your title The titles of the business owner(s) listed above, e.g. Owner/Manager.

Business name Enter your business name as registered in your state/territory. Visit our Register your business name page.

Main business address Enter your main business address. This can be your home address if you are a home-based business or your head office if you have more than one location.

ABN Enter your Australian Business Number. If you are a business and have registered for an ABN enter it here. Visit our Register for an Australian Business Number (ABN) page.

ACN Enter your Australian Company Number. Only fill this in if you are a company. Visit our Register your company page.

Prepared The date you finished preparing your Succession plan.

Table of Contents If you have changed this template in any way, please remember to update the table of contents to reflect the changes.

Marketing plan summaryYour marketing summary should be no longer than a page and should focus on why your business is going to be successful. Your answers should briefly summarise your more detailed answers provided throughout the body of your plan.

The Business

Question Explanation More information

Business name Enter your business name as registered in your state/territory. If you have not registered your business name, add your proposed business name. Visit our Register your business name page.

Business structure Is your business a sole trader, partnership, trust or company? Visit our Business structures topic.

ABN Enter your Australian Business Number (ABN). If you are a business and have registered for an ABN enter it here. Visit our Register for an Australian Business Number (ABN) page.

ACN Enter your Australian Company Number (ACN). Only fill this in if you are a company. Visit our Register your company page.

Business location Enter your main business location such as your city/town. Briefly describe the location and space occupied/required.

Date established The date you started trading. Whether it was the date you opened your doors or the date your purchased business opened its doors.

Business owner(s) List the names of all business owners.

Relevant owner experience Briefly outline your experience and/or years in the industry and any major achievements/awards. Visit our What skills do I need to start a business? page.

Products/services What products/services are you selling? What is the anticipated demand for your products/services? These answers should briefly summarise your answers under the main products/services section.

The Future

Question Explanation More information

Vision statement The vision statement briefly outlines your future plan for the business. It should state clearly what your overall goals for the business are. To keep it brief you may prefer to use dot points in your summary.

Goals/objectives What are your short and long term goals? What activities will you undertake to meet them?

The Market

Question Explanation More information

Target market Who are you selling to? Why would they buy your products/services over others?

This answer should briefly summarise your answers under the main Market section. Visit our Researching your market page.

Marketing strategy How do you plan to enter the market? How do you intend to attract customers? How and why will this work?

This answer should briefly summarise your answers under the main Market section. Visit our Marketing topic.

The Finances

Question Explanation More information

The finances Briefly outline your sales forecast. How much money will you need up-front? Where will you obtain these funds? What portion will you be seeking from other sources? How much of your own money are you contributing towards the business?

Your answers can be quite brief in the summary. They should give the reader a quick idea of your current financial position. Where you are heading financially and how much you need to get there. You can provide more detail in the main Finances section. Visit our Business finances topic.

The Business

Business overview

Question Explanation More information

Business overview Who are the current business owners? What does the business do/sell? Where it is located? How long has it been operating?

S.W.O.T. analysis

Question Explanation More information

S.W.O.T. analysis table List each of your businesses Strengths, Weaknesses, Opportunities or Threats (S.W.O.T) in the table supplied. For example:

Strengths: (e.g. experience in the industry).

Weakness: (e.g. location of your business).

Opportunity: (e.g. new export opportunity available).

Threat: (e.g. new competitor entering the market).

S.W.O.T. activity sheet List each weakness/threat, the activities you will undertake to reduce/address each and the date of expected completion.

Product/services

Question Explanation More information

Product/services table List each product/service your business currently offers. Provide a description and unit price (including GST) amount for each.

Market position Where do your products/services fit in the market? Are they high-end, competitive or a low-cost alternative to the products/services offered by your competitors? How does this compare to your competitors?

Unique selling position How will your products/services succeed in the market where others may have failed? What gives your products/services a distinctive edge?

Anticipated demand What is the anticipated quantity of products/services your customers are likely to purchase? For example, how much will an individual customer buy in 6 months or 12 months?

Pricing strategy Do you have a particular pricing strategy? Why have you chosen this strategy?

To help you develop your pricing strategy, you could refer to your customer research, market position, anticipated demand and costs/expenses to get an idea.

Whatever strategy you use when setting your price, you will also need to adhere to any relevant fair trading legislation or codes of conduct. Visit our Fair trading laws page for your state fair trading office contact details.

Value to customer How do your customers value your products/services? Are they a necessity, luxury or something in between?

Growth potential What is the anticipated percentage growth of the product in the future? What will drive this growth?

To help you determine this growth potential, you could refer to your region/industry research to get an idea of any industry/regional growth that could affect your business in a positive way. You could also look up any social trends that may have a positive affect on your business. Download the Social Trends series from the Australian Bureau of Statistics website.

Sales/marketing personnel

Question Explanation More information

Sales/marketing personnel table List your current staff in the table provided. Outline each job title, name of the employee in the position and the main responsibilities related to the position. You may also like to attach a copy of their resume to the back of your plan. Visit our Employing people topic.

The Future

Question Explanation More information

Vision statement What is your business' vision statement? It should briefly outline your future plan for the business and include your overall goals.

Mission statement What is your business' mission statement (i.e. how will you achieve your vision)?

Goals/objectives What are your short & long term goals? What activities will you undertake to meet them?

The Market

Question Explanation More information

Unique selling position How is your business unique in the market? What differentiates your product/service from others in the market? What makes your business stand out from your competition? What product gap or service need does it fill for your customers?

Your customers/clients

Question Explanation More information

Customer demographics Define who your target customers are and how they behave. You can include age, gender, social status, education and attitudes. What are their lifestyles, activities, values, needs, interests or opinions? Where are they located? Download the Social Trends series from the Australian Bureau of Statistics website.

Key customers Identify your key customers. (These can be large consumers of your products or individuals whose satisfaction is key to the success of your business.) How will you target your products/service to them? How will you deliver your product/service to them?

Customer management How will you maintain a good relationship with your customers? What techniques will you use? How will you keep your customers coming back? Have you introduced customer service standards? Do you follow any particular code of practice? Visit our Customer service page. Visit our Codes of Practice page.

Your competitors

Question Explanation More information

Your competitors How do you rate against your competitors? How can your business improve on what they offer?

Competitor details table List at least 5 competitors in the table. For each competitor enter:

Competitor: Competitor name.

Established date: When were they established?

Size: Number of staff and/or turnover.

Market share (%): Estimated percentage of market share.

Value to customers: Unique value to customers. Why they would do business with your competitor? For example: convenience, quality, price or service?

Strengths: What are your competitor's main strengths?

Weaknesses: What are your competitor's main weaknesses?

Market research What statistical research have you completed to help you analyse your market? Did you use a survey/questionnaire? If so, you may like to attach a copy of your survey/questionnaire to the back of this plan. Visit our Researching your market page.

Market targets Outline your planned sales targets. These targets need to be realistic and achievable. What quantity of your products/services do you plan to sell in a planned timeframe? Are they monthly or yearly targets? For example, you may set yourself a goal of selling 1 000 products in 12 months.

Environmental/industry analysis Detail the results of the market research you have performed. Is the area experiencing population growth? Are there long-term employers in the area? Is the region's economy stable? Are there seasonal variations?

What is the size of the market? What recent trends have emerged in the market? What growth potential is available and where do you fit in? How will the market/customers change when you enter the market? What external factors will affect your customers?

A good place to start when researching your regional profile is the Australian Bureau of Statistics website. The regional profile information includes economy, population/people, industry and environment/energy statistics. Visit our Market research & statistics topic.

Visit the Australian Bureau of Statistics National Regional Profile page.

Marketing strategy What is your overall marketing strategy? What steps or activities will you undertake to achieve your goals/objectives? For each marketing activity/milestone:

Marketing activity/milestone: Print advertising, online advertising, mail-out, giveaway, media release, event, website, blog/social media, public relations, branding and artwork, or publications and catalogues.

Person responsible: Who is responsible for completing this task?

Date of expected completion: When do you expect to complete the marketing activity?

Cost ($): Estimated cost of activity.

Success indicator: What indicator/ measurement result will need to be met before this activity is considered a success? Visit our Marketing topic.

Advertising & sales

Question Explanation More information

Advertising and promotional strategy table For each promotion/advertising:

Planned promotion/advertising type: What is the promotion/advertising type being used (e.g. Print media advertising, online advertising, SMS, mail-out, giveaway, media release, social media campaign or event)?

Promotional strategy: Why have you decided to use this promotion/advertising type? How and when will you use it? What is your strategy behind this? Who will upkeep your social media presence?

Expected business improvement: How do you expect it will improve your business success?

Cost ($): What is the cost of each planned activity?

Target date: When do you expect to complete each activity? Visit our Marketing topic.

Social media strategy What do you want to achieve/communicate (brand awareness, online sales etc)? What social media tools do your customers use (e.g. Blogs, Twitter, Facebook etc)? What strategies can you use to network and communicate effectively with these customers? Who will upkeep your social media presence? Do you have internal staff or would you need to engage an external organisation?

Sales strategy What sales techniques do you use? What are your strategies behind these techniques? How is this different/better than your competitors? Visit our Marketing topic.

Sales and distribution channels table For each channel enter:

Channel type: What channel will you be using (e.g. Shopfront, internet, direct mail, export or wholesale)?.Products/services: List all the products/services sold via this channel.

Percentage of sales: What percentage of overall sales do you expect to sell via this channel?

Distribution strategy: Why have you decided to use this channel type? How and when will you use it? What is the strategy behind using this channel type for this particular product/service?

The FinancesTo complete the finances portion of this marketing plan, you should rely heavily on your financial statements and projections. The business.gov.au Business plan template available at www.business.gov.au/businessplan can provide you with a start-up costing, balance sheet profit and loss, cash flow and a break-even analysis template.

Question Explanation More information

Price What price have you determined for your products/services? Does this price take into account all your costs including personal, start-up, operational, cash flow and working capital? Have you also allocated a profit margin in your costing? What price will your target market bear? Do your prices take into account any seasonal variation to your suppliers costs?

Expected sales What are your expected sales? When do you hope to achieve these figures? Are there seasonal influences?

Marketing budget [YEAR] table Using the table

The marketing budget table example contains a list of suggested marketing items a typical business may use.

Please note: The table assumes all figures are GST inclusive.

Attach your own

If you have your own marketing budget or your accountant has already prepared one, please attach it here. If it is a large sheet, you can always attach it to the back of the plan and make reference to it from this section.

Monitoring/measurement activitiesQuestion Explanation More information

Monitoring/measurement activities table Reviewing the impact of your marketing should be a periodic activity. List the details of each review in the table provided. For each marketing activity:

Marketing activity: Print advertising, online advertising, mail-out, giveaway, media release, event, website, blog/social networking, public relations, branding and artwork, or publications and catalogues.

Date of review: (e.g. Month/Year or 6 monthly).

Monitoring methods: What tools did you use to measure/monitor the impact of your marketing activities?

Review outcomes: What were the results for the promotional period? What were your sales/profit figures? How many new/repeat customers did you receive? How many visitors to your website?

Supporting documentationQuestion Explanation More information

Supporting documentation List all of your attachments here. These may include resumes, customer survey/questionnaire and/or financial documents.

[INSERT YOUR BUSINESS LOGO]

[Your Name]

[Your Title]

[Business Name]

[Main Business Address]

ABN: [ABN]

ACN: [ACN]

[Business Name]

Marketing Plan

Prepared: [Date prepared]

Table of Contents

TOC b Part2 o "3-3" t "Heading 2,1,Heading 3,2" Marketing Plan Summary PAGEREF _Toc358019299 h 3

The Business PAGEREF _Toc358019300 h 3

The Future PAGEREF _Toc358019301 h 3

The Market PAGEREF _Toc358019302 h 3

The Finances PAGEREF _Toc358019303 h 4

The Business PAGEREF _Toc358019304 h 4

Business overview PAGEREF _Toc358019305 h 4

S.W.O.T. analysis PAGEREF _Toc358019306 h 4

S.W.O.T. activity sheet PAGEREF _Toc358019307 h 4

Products/services PAGEREF _Toc358019308 h 5

Sales/marketing personnel PAGEREF _Toc358019309 h 5

The Future PAGEREF _Toc358019310 h 7

Vision statement PAGEREF _Toc358019311 h 7

Mission statement PAGEREF _Toc358019312 h 7

Goals/objectives PAGEREF _Toc358019313 h 7

The Market PAGEREF _Toc358019314 h 7

Unique selling position PAGEREF _Toc358019315 h 7

Your customers/clients PAGEREF _Toc358019316 h 7

Your competitors PAGEREF _Toc358019317 h 8

Market research PAGEREF _Toc358019318 h 9

Market targets PAGEREF _Toc358019319 h 9

Environmental/industry analysis PAGEREF _Toc358019320 h 9

Marketing strategy PAGEREF _Toc358019321 h 10

Advertising & sales PAGEREF _Toc358019322 h 11

The Finances PAGEREF _Toc358019323 h 13

Price PAGEREF _Toc358019324 h 13

Expected sales PAGEREF _Toc358019325 h 14

Marketing budget [YEAR] PAGEREF _Toc358019326 h 15

Monitoring/measurement activities PAGEREF _Toc358019327 h 16

Supporting documentation PAGEREF _Toc358019328 h 18

Glossary PAGEREF _Toc358019329 h 18

Marketing Plan Summary[Please complete this page last]

[Your marketing summary should be completed last and should be no longer than a page focussing on why your business is going to be successful. Your answers below should briefly summarise your more detailed answers provided throughout the body of this plan.]

The BusinessBusiness name: [Enter your business name as registered in your state/territory. If you have not registered your business name, add your proposed business name.]

Business structure: [Sole trader, partnership, trust, company.]

ABN: [Registered Australian Business Number.]

ACN: [Registered Australian Company Number, if applicable.]

Business location: [Main business location]

Date established: [The date you started trading.]

Business owner(s): [List all of the business owners.]

Relevant owner experience: [Briefly outline your experience and/or years in the industry and any major achievements/awards.]

Products/services: [What products/services are you selling? What is the anticipated demand for your products/services?]

The FutureVision statement:

[The vision statement briefly outlines your future plan for the business. It should state clearly what your overall goals for the business are.]

Goals/objectives:

[What are your short and long term goals? What activities will you undertake to meet them?]

The MarketTarget market:

[Who are you selling to? Why would they buy your products/services over others?]

Marketing strategy:

[How do you plan to enter the market? How do you intend to attract customers? How and why will this work?]

The Finances[Briefly outline your sales forecast. How much money will you need up-front? Where will you obtain these funds from? What portion of funds will you be seeking from other sources? How much of your own money are you contributing towards the business?]

The BusinessBusiness overview[Who are the current business owners? What products/services does the business provide? Where it is located? How long has it been operating?]

S.W.O.T. analysis[List each of your businesses Strengths, Weaknesses, Opportunities or Threats (S.W.O.T.) in the table below.]

Strengths Weaknesses

[e.g High traffic location] [e.g High rental costs]

Opportunities Threats

[e.g build on customer and brand loyalty] [e.g Cash flow problems]

S.W.O.T. activity sheet[Outline how and when you plan to address each of the weaknesses/threats from your S.W.O.T. analysis above.]

S.W.O.T weakness/ threat Activity to address weakness/threat Activity completion date

[Description of a S.W.O.T weakness or threat] [What activity is planned to address the weakness or threat?] [Expected completion date]

[Description of a S.W.O.T weakness or threat] [What activity is planned to address the weakness or threat?] [Expected completion date]

[Description of a S.W.O.T weakness or threat] [What activity is planned to address the weakness or threat?] [Expected completion date]

Products/servicesProduct/Service Description Price

[Product/service name] [Brief product/service description] [Unit price including GST]

[Product/service name] [Brief product/service description] [Unit price including GST]

[Product/service name] [Brief product/service description] [Unit price including GST]

Market position: [Where do your products/services fit in the market? Are they high-end, competitive or budget? How does this compare to your competitors?]

Unique selling position: [How will your products/services succeed in the market where others may have failed? What gives your products/services the edge?]

Anticipated demand: [What is the anticipated quantity of products/services your customers are likely to purchase? For example, how much will an individual customer buy in 6 months or 12 months?]

Pricing strategy: [Do you have a particular pricing strategy? Why have you chosen this strategy?]

Value to customer: [How do your customers view your products/services? Are they a necessity, luxury or something in between?]

Growth potential: [What is the anticipated percentage growth of the product in the future? What will drive this growth?]

Sales/marketing personnelJob Title Name Responsibilities

[e.g. Marketing/ Sales Manager] [Mr Chris Brantley] [What are the main responsibilities of this position?]

[e.g. Marketing/ Sales Manager] [Mr Chris Brantley] [What are the main responsibilities of this position?]

[e.g. Marketing/ Sales Manager] [Mr Chris Brantley] [What are the main responsibilities of this position?]

The FutureVision statement[What is your business' vision statement? It should briefly outline your future plan for the business and include your overall goals.]

Mission statement[What is your business' mission statement (i.e. how will you achieve your vision)?]

Goals/objectives[What are your short & long term goals? What activities will you undertake to meet these goals?]

The MarketUnique selling position[How is your business unique in the market? What differentiates your product/service from others in the market? What makes your business stand out from your competition? What product gap or service need does it fill for your customers?]

Your customers/clientsCustomer demographics

[Define who your target customers are and how they behave. You can include age, gender, social status, education and attitudes. What are their lifestyles, activities, values, needs, interests or opinions? Where are they located?]

Key customers

[Identify your key customers. (These can be large consumers of your products/services or individuals whose satisfaction is key to the success of your business.) How will you target your products/services to them? How will you deliver your products/services to them?]

Customer management

[How will you maintain a good relationship with your customers? What techniques will you use? How will you keep your customers coming back? Have you introduced customer service standards? Do you follow any particular code of practice?

Your competitors[How do you rate against your competitors? How can your business improve on what they offer?]

Competitor details

[List at least 5 competitors in the table below.]

Competitor Established date Size Market share (%) Value to customers Strengths Weaknesses

[Competitor name] [When were they established?] [Number of staff and/or turnover] [Estimated percentage of market share] [Unique value to customers, e.g. convenience, quality, price or service?] [What are your competitor's main strengths?] [What are your competitor's main weaknesses?]

[Competitor name] [When were they established?] [Number of staff and/or turnover] [Estimated percentage of market share] [Unique value to customers, e.g. convenience, quality, price or service?] [What are your competitor's main strengths?] [What are your competitor's main weaknesses?]

[Competitor name] [When were they established?] [Number of staff and/or turnover] [Estimated percentage of market share] [Unique value to customers, e.g. convenience, quality, price or service?] [What are your competitor's main strengths?] [What are your competitor's main weaknesses?]

[Competitor name] [When were they established?] [Number of staff and/or turnover] [Estimated percentage of market share] [Unique value to customers, e.g. convenience, quality, price or service?] [What are your competitor's main strengths?] [What are your competitor's main weaknesses?]

[Competitor name] [When were they established?] [Number of staff and/or turnover] [Estimated percentage of market share] [Unique value to customers, e.g. convenience, quality, price or service?] [What are your competitor's main strengths?] [What are your competitor's main weaknesses?]

Market research

[What research have you completed to help you analyse your market? Did you use a survey/questionnaire? If so, you may like to attach a copy of your survey/questionnaire and findings to the back of this plan.]

Market targets[Outline your planned sales targets. What quantity of your products/services do you plan to sell in a planned timeframe? Are they monthly or yearly targets?]

Environmental/industry analysis[Detail the results of the market research you have performed. Is the area experiencing population growth? Are there long-term employers in the area? Is the region's economy stable? Are there seasonal variations?

What is the size of the market? What recent trends have emerged in the market? What growth potential is available and where do you fit in? How will the market/customers change when you enter the market? What external factors will affect your customers?]

Marketing strategy[What is your overall marketing strategy? What steps or activities will you undertake to achieve your goals/objectives?]

Marketing activity/milestone Person responsible Date of expected completion Cost ($) Success indicator

[Print advertising, online advertising, mail-out, giveaway, media release, event, website, blog/social media, public relations, branding and artwork, or publications and catalogues.] [Who is responsible for completing this task?] [When do you expect to complete the marketing activity?] [Estimated cost of activity.] [What indicator/ measurement result will need to be met before this activity is considered a success?]

[Print advertising, online advertising, mail-out, giveaway, media release, event, website, blog/social media, public relations, branding and artwork, or publications and catalogues.] [Who is responsible for completing this task?] [When do you expect to complete the marketing activity?] [Estimated cost of activity.] [What indicator/ measurement result will need to be met before this activity is considered a success?]

[Print advertising, online advertising, mail-out, giveaway, media release, event, website, blog/social media, public relations, branding and artwork, or publications and catalogues.] [Who is responsible for completing this task?] [When do you expect to complete the marketing activity?] [Estimated cost of activity.] [What indicator/ measurement result will need to be met before this activity is considered a success?]

[Print advertising, online advertising, mail-out, giveaway, media release, event, website, blog/social media, public relations, branding and artwork, or publications and catalogues.] [Who is responsible for completing this task?] [When do you expect to complete the marketing activity?] [Estimated cost of activity.] [What indicator/ measurement result will need to be met before this activity is considered a success?]

Advertising & salesAdvertising and promotional strategy

Planned promotion /advertising type Promotional strategy Expected business improvement Cost ($) Target date

[Print media advertising, online advertising, SMS, mail-out, giveaway, media release, social media campaign or event.] [Why have you decided to use this promotion/advertising type? How and when will you use it? What is your strategy behind this? Who will upkeep your social media presence?] [How do you expect it will improve your business success?] [Estimated cost of activity.] [e.g. Dec 09]

[Print media advertising, online advertising, SMS, mail-out, giveaway, media release, social media campaign or event.] [Why have you decided to use this promotion/advertising type? How and when will you use it? What is your strategy behind this? Who will upkeep your social media presence?] [How do you expect it will improve your business success?] [Estimated cost of activity.] [e.g. Dec 09]

[Print media advertising, online advertising, SMS, mail-out, giveaway, media release, social media campaign or event.] [Why have you decided to use this promotion/advertising type? How and when will you use it? What is your strategy behind this? Who will upkeep your social media presence?] [How do you expect it will improve your business success?] [Estimated cost of activity.] [e.g. Dec 09]

[Print media advertising, online advertising, SMS, mail-out, giveaway, media release, social media campaign or event.] [Why have you decided to use this promotion/advertising type? How and when will you use it? What is your strategy behind this? Who will upkeep your social media presence?] [How do you expect it will improve your business success?] [Estimated cost of activity.] [e.g. Dec 09]

Social media strategy

[What do you want to achieve/communicate (brand awareness, online sales etc)? What social media tools do your customers use (e.g. Blogs, Twitter, Facebook etc)? What strategies can you use to network and communicate effectively with these customers? Who will upkeep your social media presence do you have the internal staff or would you need to engage an external organisation]Sales strategy

[What sales techniques do you use? What are your strategies behind these techniques? How is this different/better than your competitors?]

Sales and distribution channels

Channel type Products/services Percentage of sales (%) Distribution strategy

[e.g. Shopfront, internet, direct mail, export or wholesale.] [List all the products/services sold via this channel] [What percentage of overall sales do you expect to sell via this channel?] [Why have you decided to use this channel type? How and when will you use it? What is the strategy behind using this channel type for this particular product/service?]

[e.g. Shopfront, internet, direct mail, export or wholesale.] [List all the products/services sold via this channel] [What percentage of overall sales do you expect to sell via this channel?] [Why have you decided to use this channel type? How and when will you use it? What is the strategy behind using this channel type for this particular product/service?]

[e.g. Shopfront, internet, direct mail, export or wholesale.] [List all the products/services sold via this channel] [What percentage of overall sales do you expect to sell via this channel?] [Why have you decided to use this channel type? How and when will you use it? What is the strategy behind using this channel type for this particular product/service?]

[e.g. Shopfront, internet, direct mail, export or wholesale.] [List all the products/services sold via this channel] [What percentage of overall sales do you expect to sell via this channel?] [Why have you decided to use this channel type? How and when will you use it? What is the strategy behind using this channel type for this particular product/service?]

The Finances[To complete the finances portion of this marketing plan, you should rely heavily on your financial statements and projections. The business.gov.au Business plan template available at www.business.gov.au/businessplan can provide you with a start-up costing, balance sheet profit and loss, cash flow and a break-even analysis template.]

Price

[What price have you determined for your products/services? Does this price take into account all your costs including personal, start-up, operational, cash flow and working capital? Have you also allocated a profit margin in your costing? What price will your target market bear? Do your prices take into account any seasonal variation to your suppliers costs?]

Expected sales

[What are your expected sales? When do you hope to achieve these figures? Are there seasonal influences?]

Marketing budget [YEAR][Consider the example below when developing a budget to include in your business plan.]

Monitoring/measurement activities[Reviewing the impact of your marketing should be a periodic activity. List the details of each review in the table below.]

Marketing activity Date of review Monitoring methods Review outcomes

[Print advertising, online advertising, mail-out, giveaway, media release, event, website, blog/social media, public relations, branding and artwork, or publications and catalogues.] [e.g. Month/Year] [What tools did you use to measure/monitor the impact of your marketing activities?] [What were the results for the promotional period? What were your sales/profit figures? How many new/repeat customers did you receive? How many customers visited your website?]

[Print advertising, online advertising, mail-out, giveaway, media release, event, website, blog/social media, public relations, branding and artwork, or publications and catalogues.] [e.g. Month/Year] [What tools did you use to measure/monitor the impact of your marketing activities?] [What were the results for the promotional period? What were your sales/profit figures? How many new/repeat customers did you receive? How many customers visited your website?]

[Print advertising, online advertising, mail-out, giveaway, media release, event, website, blog/social media, public relations, branding and artwork, or publications and catalogues.] [e.g. Month/Year] [What tools did you use to measure/monitor the impact of your marketing activities?] [What were the results for the promotional period? What were your sales/profit figures? How many new/repeat customers did you receive? How many customers visited your website?]

[Print advertising, online advertising, mail-out, giveaway, media release, event, website, blog/social media, public relations, branding and artwork, or publications and catalogues.] [e.g. Month/Year] [What tools did you use to measure/monitor the impact of your marketing activities?] [What were the results for the promotional period? What were your sales/profit figures? How many new/repeat customers did you receive? How many customers visited your website?]

Supporting documentationAttached is my supporting documentation in relation to this business plan. The attached documents include:

[List all of your attachments here. These may include resumes, customer survey/questionnaire and/or financial documents.]

GlossaryAustralian Business Number (ABN) a single identifying number used when dealing with other businesses and the Tax Office.

Australian Company Number (ACN) the number allocated by the Australian Securities and Investments Commission (ASIC) when you register a company under Corporations Law.

Blog is a shortened word for Weblog (see Weblog).

Channel a way of delivering something to its destination, whether it is a message to be communicated or a physical product to be delivered.

Contract a legally enforceable agreement made between two or more parties. A contract may be a verbal contract or a written contract (or may be partly verbal and partly written).

Demographics the characteristics of a segment of the population, e.g. customers.

Domain name a name that identifies an organisation's address on the internet, either a website address (the domain name follows the 'www') or an email address (the domain name follows the '@' symbol in the email address).

Goods and Services Tax (GST) a broad-based tax of 10 per cent on the sale of most goods and services in Australia.

High-end usually refers to expensive or high quality products/services.

Market position refers to the position an organisation, product or service has in the market, usually in relation to its competition.

Milestone a goal or objective with a target date.

Mission statement is a statement outlining how an organisation intends on achieving its vision.

Social media a group of technology including Blogs, online networks (e.g. Twitter, Facebook, MySpace, LinkedIn) and online collaboration tools often used to expand your network/market reach or collaborate on a large scale.

Unique selling position a characteristic of a business or a product/service that sets it apart from the competition.

Vision statement an inspiring statement that expresses an organisation's main ambitions/goals.

Weblog (also known as a Blog) an individual's or organisation's online website displaying a reverse-chronological list of entries (known as posts). Posts typically include thoughts, observations, promotions, links, images or videos. A Weblog is publically available and allows readers to comment on posts.

Assessment Tasks and Instructions Contextualisation

RTO Declaration I/we __________________________ (insert Name of authorised staff) of

____________________________________ (insert name of RTO and Campus)

herewith declare that I/we made the following adjustments to this assessment tool to meet specific student, industry or job role requirements:

Signature: Date:

amended Document Version Number if applicable:

Student Name Student Number Course and Code Unit(s) of Competency and Code(s) SITXWHS004 Establish and maintain a work health and safety system

Stream/Cluster Trainer/Assessor Assessment for this Unit of Competency/Cluster Details

Assessment 1 Project

Assessment 2 Presentation and Evaluation

Assessment 3 Assessment conducted in this instance: Assessment 1 FORMCHECKBOX 2 FORMCHECKBOX 3 FORMCHECKBOX Reasonable Adjustment

Has reasonable adjustment been applied to this assessment?

No FORMCHECKBOX No further information required

Yes FORMCHECKBOX Complete 2.

Provide details for the requirements and provisions for adjustment of assessment:

Student to complete

FORMCHECKBOX My assessor has discussed the adjustments with me

FORMCHECKBOX I agree to the adjustments applied to this assessment

Signature Date 2nd Assessor to complete

FORMCHECKBOX I agree the adjustments applied to this assessment are reasonable

Name Signature Date Assessment Guidelines

What will be assessed

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

establish and implement a complete work health and safety (WHS) system that covers the following components:

adequate facilities for the welfare of employees

appropriate management of incidents or accidents and notification to WHS government regulators

availability of information, instructions, training and supervision that ensure employees health and safety

safe:

machinery, equipment and materials

premises

provision of entrances and exits that are safe

systems of work

work environment

evaluate and identify improvements to WHS practices within the above system

develop comprehensive WHS system documents to support above system

demonstrate management practices that must be established and maintained for compliance of above system with state or territory occupational health and safety (OHS) or WHS legislation.

Place/Location where assessment will be conducted including timeframes

RTO to complete

Resource Requirements

Refer to the Assessment conditions attached to the Futura Group Mapping Document located in the teacher support tools folder or the Assessment Conditions for this unit in the SIT 1.0 Training Package.

For this assessment access to the following resources are essential:

the completed WHS system developed by the student in Assessment 1, Project

the Presentation Plan developed by the student Assessment 1, Project

a team in a workplace or simulated environment for which the WHS system is developed.

Instructions for assessment including WHS requirements

Assessment 2 requires you to present your WHS system to your colleagues and teacher or trainer in class or to co-workers and supervisor in the workplace. The specific details are outlines in the instructions for the observation below. The suggested timeframe is 20 minutes or as instructed by your trainer.

The Marking criteria below provide a reference for essential key criteria to be addressed and included for this assessment. Your trainer may vary this as relevant to the workplace context and organisational requirements.

Statement of Authenticity

FORMCHECKBOX I acknowledge that I understand the requirements to complete the assessment tasks

FORMCHECKBOX The assessment process including the provisions for re-submitting and academic appeals were explained to me and I understand these processes

FORMCHECKBOX I understand the consequences of plagiarism and confirm that this is my own work and I have acknowledged or referenced all sources of information I have used for the purpose of this assessment

Student Signature: Date: / /201

This assessment:

First Attempt FORMCHECKBOX 2nd Attempt FORMCHECKBOX 3nd Attempt FORMCHECKBOX Extension FORMCHECKBOX Date: FORMTEXT / FORMTEXT / FORMTEXT

RESULT OF ASSESSMENT Observation and Evaluation Satisfactory FORMCHECKBOX Not Yet Satisfactory FORMCHECKBOX

Feedback to Student:

Assessor(s) Signature(s): Date: FORMTEXT / FORMTEXT / FORMTEXT

Student Signature Date: FORMTEXT / FORMTEXT / FORMTEXT

Assessment 2

You are required to present the completed WHS system to colleagues relevant to the workplace or simulated workplace as determined in assessment 1.

Your Tasks:

Make a short presentation of your developed WHS system.

Explain to your audience the purpose of the WHS system you have developed including an overview of the legal ramifications of failing to observe WHS laws and codes of practice.

Communicate the individual responsibilities of staff in WHS procedures including ongoing consultation and risk assessment procedures.

Present the components and mechanisms of your developed system and seek feedback on:

Completeness in terms of policies and procedures

Provisions for communication and consultation

Accessibility and user friendliness

Document all feedback received in your presentation plan.

Following the presentation and feedback received from your colleagues or peers compile this feedback received and provide a detailed summary with an overview of aspects that were queried or required improvement or further actions. Explain how you will address and rectify each aspect accordingly.

Assessment 2 Presentation and Evaluation

Marking Criteria S NYS S NYS Comments

Provides an introduction to the purpose and background of the WHS system Provides a clear overview of the ramifications of failure to observe WHS laws Provides a clear overview of the ramifications of failure to observe WHS codes of practice Communicates the individual staff responsibilities for participation in WHS procedures Communicates the individual staff responsibilities for participation in consultation and risk assessment processes The WHS system components are presented and explained in a clear manner Communication to seek feedback is pro-active Feedback is sought for Completeness in terms of policies and procedures:

Feedback Received:

1.

2.

3.

4. Feedback is sought for provisions for communication and consultation:

Feedback Received:

1.

2.

3.

4. Feedback is sought in terms of Accessibility and user friendliness:

Feedback Received:

1.

2.

3.

4.

The feedback received for A. is addressed with appropriate, suitable responses in the final summary The feedback received for B. is addressed with appropriate, suitable responses in the final summary The feedback received for C. is addressed with appropriate, suitable responses in the final summary The suggested actions for improvements are relevant The suggested actions for improvements meet legal requirements Include additional criteria as relevant

Assessment Tasks and Instructions

Student Name Student Number Course and Code Unit(s) of Competency and Code(s) SITXWHS004 Establish and maintain a work health and safety system

Stream/Cluster Trainer/Assessor Assessment for this Unit of Competency/Cluster Details

Assessment 1 Project

Assessment 2 Presentation and Evaluation

Assessment 3 Assessment conducted in this instance: Assessment 1 FORMCHECKBOX 2 FORMCHECKBOX 3 FORMCHECKBOX Reasonable Adjustment

Has reasonable adjustment been applied to this assessment?

No FORMCHECKBOX No further information required

Yes FORMCHECKBOX Complete 2.

Provide details for the requirements and provisions for adjustment of assessment:

Student to complete

FORMCHECKBOX My assessor has discussed the adjustments with me

FORMCHECKBOX I agree to the adjustments applied to this assessment

Signature Date 2nd Assessor to complete

FORMCHECKBOX I agree the adjustments applied to this assessment are reasonable

Name Signature Date Assessment Guidelines

What will be assessed

Performance Evidence

The purpose of this assessment is to assess your ability to complete tasks outlined in elements and

performance criteria of this unit in the context of the job role, and:

establish and implement a complete work health and safety (WHS) system that covers the following components:

adequate facilities for the welfare of employees

appropriate management of incidents or accidents and notification to WHS government regulators

availability of information, instructions, training and supervision that ensure employees health and safety

safe:

machinery, equipment and materials

premises

provision of entrances and exits that are safe

systems of work

work environment

develop comprehensive WHS system documents to support above system

demonstrate management practices that must be established and maintained for compliance of above system with state or territory occupational health and safety (OHS) or WHS legislation.

Knowledge Evidence

The purpose of this assessment is to assess your underpinning knowledge required to complete the tasks outlined in elements and performance criteria of this unit, and:

structure, characteristics and needs of the organisation that the WHS system must address

objectives, components and comprehensive details of relevant state or territory OHS or WHS legislation:

actions that must be taken for legal compliance

employer responsibilities to provide a safe workplace

requirement to consult, designated times for consultation and acceptable consultation mechanisms

requirements for the use of WHS representatives and committees, and their roles and responsibilities

designated times for hazard identification and categories of hazards that must be identified

acceptable mechanisms for hazard identification, risk assessment and risk control

requirements for record keeping and acceptable record keeping mechanisms

requirement to provide information and training

employee responsibilities to ensure safety of self, other workers and other people in the workplace

employee responsibility to participate in WHS practices

objectives, components and comprehensive details of WHS codes of practice and standards developed by industry or regulatory bodies

ramifications of failure to observe OHS or WHS laws and codes of practice

methods of receiving updated information on OHS or WHS laws and codes of practice

components of WHS management systems

considerations in the formulation of WHS policies and procedures:

consultation

emergencies

evacuation of staff and customers

handling chemicals and hazardous substances

hazard identification and reporting

incident and accident management and notification to WHS regulatory authorities

incident and accident reporting by staff

ongoing monitoring of risk control

overall organisational approach to WHS

participation of personnel in WHS management practices

responsibilities of employees to ensure safety

risk assessments and reporting

safe work practices

secure management of:

cash

documents

equipment

keys

people

consultative processes:

diary, whiteboard or suggestion box used by staff to report issues of concern

fact sheets to fully inform personnel about WHS rights and responsibilities

formal WHS representatives and committees

formal meetings with agendas, minutes and action plans

informal meetings with notes

WHS discussions with employees during the course of each business day

recording issues in a management diary

regular staff meetings that involve WHS discussions

seeking staff suggestions for content of WHS policies and procedures

special staff meetings or workshops to specifically address WHS issues

staff handbook containing WHS information

surveys or questionnaires that invite staff feedback on WHS issues

time requirements for hazard identification:

when changes to the workplace are implemented:

before the premises are used for the first time

before and during the installation or alteration of any plant

before changes to work practices are introduced

when any new information relating to health and safety risks becomes available

approaches to assessing the effectiveness of WHS management systems:

monitoring the ongoing effectiveness of risk control methods

reviewing:

incidents, accidents or near misses

WHS reports

WHS statistics

methods used by the specific industry sector and organisation to:

conduct consultation when developing policies and procedures

communicate WHS policies, procedures and safe working practices

conduct ongoing WHS consultation

evaluate the effectiveness of WHS management practices

sources of assessment criteria for assessing risks:

developed by external consultancy services

outlined in Australian standards

self-determined for the organisation as part of a WHS management system

suggested by industry associations for use by member businesses

WHS information:

consultative arrangements for WHS

employee roles and responsibilities in WHS management practices

legal obligations and ramifications of failure to comply

location of first aid kit and emergency evacuation plan

WHS training information and updates

policies:

overall approach of organisation to WHS

participation of personnel in WHS management practices

responsibilities of employees to ensure safety

procedures

specific risk control measures relevant to the workplace

specific regulations and codes of practice

use of:

hazard identification reporting documents

risk assessment template documents

formats for and inclusions of:

policies and procedures

WHS templates for hazard identification and risk assessment

incident, accidents, or near miss reports

reports that document the evaluation of systems and required changes

WHS record keeping systems

WHS record requirements:

consultation:

diaries of meetings

agendas for and minutes of meetings

committee members

consultation decisions and follow up actions

hazard identification

incident or accident notifications to WHS regulatory authorities

incident, accident, and near miss reports and related statistics

policies and procedures

risk assessments

risk control actions

training plans

training undertaken.

Place/Location where assessment will be conducted including timeframes

RTO to complete

Resource Requirements

Refer to the Assessment conditions attached to the Futura Group Mapping Document located in the teacher support tools folder or the Assessment Conditions for this unit in the SIT 1.0 Training Package.

For this assessment access to the following resources are essential:

access to a computer

internet access

relevant state or territory WHS legislation

current plain English regulatory documents distributed by the local WHS government regulator

codes of practice and standards issued by regulatory authorities or industry groups

WHS information and business management manuals issued by industry associations or commercial publishers

current commercial policies and procedures, and hazard identification and risk assessment template documents

a team in a workplace or simulated environment for which the WHS system is developed.

Instructions for assessment including WHS requirements

For the purpose of this project you are required to select your workplace or a simulated operation with staff (colleagues) relevant to your training as negotiated with or instructed by your trainer or teacher.

You are required to develop a complete WHS system for the chosen organisation, addressing all criteria outlined below. For this purpose you will be required to consult with colleagues to identify existing work place processes, WHS processes and procedures in order to develop the actual WHS system. All evidence of consultation must be documented, including names, dates and details discussed and attached to this project.

The Marking criteria below provide a reference for essential key criteria to be addressed and included in your work. Your trainer may vary this as relevant to the workplace context and organisational requirements.

Statement of Authenticity

FORMCHECKBOX I acknowledge that I understand the requirements to complete the assessment tasks

FORMCHECKBOX The assessment process including the provisions for re-submitting and academic appeals were explained to me and I understand these processes

FORMCHECKBOX I understand the consequences of plagiarism and confirm that this is my own work and I have acknowledged or referenced all sources of information I have used for the purpose of this assessment

Student Signature: Date: / /201

This assessment:

First Attempt FORMCHECKBOX 2nd Attempt FORMCHECKBOX 3nd Attempt FORMCHECKBOX Extension FORMCHECKBOX Date: FORMTEXT / FORMTEXT / FORMTEXT

RESULT OF ASSESSMENT Project Satisfactory FORMCHECKBOX Not Yet Satisfactory FORMCHECKBOX

Feedback to Student:

Assessor(s) Signature(s): Date: FORMTEXT / FORMTEXT / FORMTEXT

Student Signature Date: FORMTEXT / FORMTEXT / FORMTEXT

Assessment 1

For the purpose of this project you are required to select your workplace or a simulated operation with staff (colleagues) relevant to your training as negotiated with or instructed by your trainer or teacher.

You are required to develop a complete WHS system for the chosen organisation, addressing all criteria outlined below. For this purpose you will be required to consult with colleagues to identify existing work place processes, WHS processes and procedures in order to develop the actual WHS system. All evidence of consultation must be documented, including names, dates and details discussed and attached to this project.

Your work may be submitted electronically or as instructed by your trainer or teacher. Where links are provided you are encouraged to access these to explore supporting information and aids provided.

All sources you access and use for the purpose of developing this WHS system, must be listed and referenced.

Provide an overview of the activities carried out by your organisation. Include a statement for the structure, characteristics and needs of the organisation.

Access the state legislation relevant to your state of training and the Safework website and identify the legislation that applies to the organisation.

Identify the relevant model Codes of Practice that apply for the organisation, for example Manual Handling; Managing the Work Environment and Facilities; Consultation etc.

Consult with your colleagues and identify:

Adequacy of facilities for employees

Issues with work environment

Existing arrangements for consulting

Issues with machinery, equipment or materials

Incidents or accidents which have occurred

Known or identified issues with training

Provisions for security emergency procedures in place

Based on the information you have identified relevant to your organisation in Questions 1 and 4, , develop a complete WHS system which includes all the required policies and procedures (examples can be found here: http://www.qha.org.au/whs-management-system.html) and relevant templates for all activities and legal requirements for the organisation including: (For templates visit: http://www.workplace-safety.com.au/diy-templates.html this link also provides a WHS manual template)

actions that must be taken for legal compliance

accident and incidents incl. reporting requirements and provisions

employer responsibilities to provide a safe workplace

employee responsibilities

requirement to consult, designated times for consultation and acceptable consultation mechanisms

requirements for the use of work health and safety representatives and committees, and their roles and responsibilities

training requirements for each policy and procedure you have developed and detail how you will ensure training can be effectively facilitated this needs to include a training plan outline.

hazard identification and risk assessment provisions

designated times for hazard identification and categories of hazards that must be identified

acceptable mechanisms for hazard identification, risk assessment and risk control

requirements for record keeping and acceptable record keeping mechanisms

Develop a hazard identification and risk assessment template and attach instructions with examples how this is to be effectively used.

Select 3 job roles (1 must be for a manager or supervisor) relevant to your area of work in the organisation, and write a job description which clearly defines the health and safety responsibilities for each job role.

Develop a master register which details all policies and procedures including legal reporting documents and include a proposed mechanism to ensure the system remains up-to-date and can be used to effectively monitor the organisations procedures and update these as required.

Provide an overview including an action plan how you will evaluate the effectiveness of the organisational WHS system you have developed including:

Provisions for assessing and maintaining ongoing compliance including a detailed checklist which references each policy and procedure you have developed.

Consultation and feedback mechanisms involving a range of personnel

Assessing the effectiveness of WHS management practices and amendments as a result where required.

Depending on the size and nature of your organisation, provide an overview of physical and HR costs required to implement and manage your WHS system (in Table Format). Consider requirements for equipment, PPE, staff attendance for consultation and risk assessment and training identified.

Prepare a plan with key notes to present the completed Work Health and safety system to your colleagues in readiness for implementation. This document will form the basis for Assessment 2 Presentation and Implementation of WHS system. Your presentation plan should have provisions to document feedback for each component of the WHS system you will receive during this presentation

Developing a WHS System

Marking Criteria 1.Attempt 2.Attempt 3.Attempt S NYS S NYS S NYS Comments

1. Provides and overview of the organisational activities Provides a statement for structure within the organisation The characteristics and needs of the organisation are outlined 2. The relevant state legislation is accessed The legislation relevant to the workplace activities is identified 3. The model codes of practice relevant of the organisational activities are identified 4. Provides evidence of consultation occurred with colleagues which outlines the current provisions in the organisation for:

Adequacy of facilities for employees

Issues with work environment

Existing arrangements for consulting

Issues with machinery, equipment or materials

Incidents or accidents which have occurred

Known or identified issues with training

Provisions for security emergency procedures in place

Other:

5. Provides a comprehensive WHS plan 5. The WHS plan includes Examples:

Work Health and Safety Policy

Planning, Review and Evaluation

Hazard Identification, Assessment and Management

Training and Supervision

Incident Reporting, Recording and Investigation

Consultation and Participation

Emergency Planning and Readiness

Record Management

5. The WHS Plan includes a complete set of procedures Examples

Health and Safety

Risk Management

Hazard Reporting

Induction

Training and Qualifications

Injury and Incident Reporting and Investigation

Personal Protective Equipment

Consultation

Emergency procedures

Workers

Customers

Bomb

Fire

Hold-up

Evacuation

Security

Equipment

Stock

Keys

Documents

Plant Register and Maintenance

Workplace Inspection Procedures

Issue Resolution 6. Develops or provides a complete hazard identification and risk assessment template The template provides sufficient, simple instructions for use 7. Provides 3 complete job descriptions which outline detailed WHS responsibilities 1 job role provides for a manager or supervisor position and reflects WHS responsibilities accordingly. 8. Provides a master register The master register provides for details, changes, dates and versions for all:

Policies

Procedures

Forms 9. Provides an overview with action plan for the evaluation of effectiveness of the WHS system The evaluation strategy includes Provisions for assessing and maintaining ongoing compliance The evaluation strategy includes consultation and feedback mechanisms involving a range of personnel The evaluation strategy includes assessment of effective WHS management practices and amendments as a result where required. 10. Provides an indicative overview of costs for Physical and HR to implement and manage WHS system The cost/calculations consider:

Time and Wages

PPE

Potential cost of 3 rd party advice/consultation

Other 11. Provides a presentation plan for the WHS system developed with provisions to document feedback The presentation plan addresses the key aspects and inclusions in the WHS system The presentation plan follows a logical sequence for presentation. List additional criteria as relevant