Assessor Resource

AHCBUS603
Develop and review a strategic plan

Assessment tool

Version 1.0
Issue Date: March 2024


This unit of competency describes the skills and knowledge required to develop and review a strategic plan.

All work must be carried out to comply with organisational requirements, work health and safety legislation and codes, sustainability practices and in consultation with the management team.

This unit applies to individuals who take personal responsibility for their own work and exercise autonomy in undertaking complex work. They must analyse information and exercise judgement to complete a range of advanced skilled activities. They analyse, design and communicate solutions to a range of complex problems.

No occupational licensing, legislative or certification requirements are known to apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

Element

Performance criteria

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Clarify business goals and direction

1.1 Evaluate the focus, direction and structure of the enterprise in the development and review of the strategic plan

1.2 Assess and identify need for development and change

1.3 Identify competitive and collaborative factors

1.4 Identify and consider legal obligations and estate considerations

1.5 Develop goals and targets consistent with the enterprise

2. Undertake strategic analysis

2.1 Access data for use in review and development

2.2 Assess opportunities to value-add in the distribution chain of commodities and identify competitive implications

2.3 Analyse and assess competitive and collaborative opportunities

2.4 Assess expansion opportunities for viability and feasibility

2.5 Undertake comprehensive analysis of data and information to formulate a viable and realistic strategic plan

3. Develop and document strategic plan

3.1 Ensure performance measures are clear and address all key aspects of enterprise performance

3.2 Identify, document and incorporate the implications of the strategic plan for the enterprise

3.3 Introduce value adding activities and opportunities

3.4 Communicate strategic plan initiatives and desired outcomes

3.5 Evaluate strategic performance for gaps and strengths and implement appropriate remedial action

The candidate must be assessed on their ability to integrate and apply the performance requirements of this unit in a workplace setting. Performance must be demonstrated consistently over time and in a suitable range of contexts.

The candidate must provide evidence that they can:

determine the scope and desired business outcomes of the strategic plan

analyse the competitive environment

document performance measures to address all key aspects of enterprise performance

evaluate opportunities and the viability and feasibility of the production, business and marketing plans

document, monitor and review the strategic plan

set the goals and direction for the business

communicate strategic direction.

The candidate must demonstrate knowledge of:

the external environment

market forces

resource availability and accessibility

feasible enterprises and opportunities

business structures

business analysis and forecasting

value adding concepts

strategic planning methodologies

data collection and analysis methods

risk management techniques

legislation and by-laws relevant to the organisations operation and potential expansion

organisational design and change processes.

Competency is to be assessed in the workplace or simulated environment that accurately reflects performance in a real workplace setting.

Assessors must satisfy current standards for RTOs.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Element

Performance criteria

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Clarify business goals and direction

1.1 Evaluate the focus, direction and structure of the enterprise in the development and review of the strategic plan

1.2 Assess and identify need for development and change

1.3 Identify competitive and collaborative factors

1.4 Identify and consider legal obligations and estate considerations

1.5 Develop goals and targets consistent with the enterprise

2. Undertake strategic analysis

2.1 Access data for use in review and development

2.2 Assess opportunities to value-add in the distribution chain of commodities and identify competitive implications

2.3 Analyse and assess competitive and collaborative opportunities

2.4 Assess expansion opportunities for viability and feasibility

2.5 Undertake comprehensive analysis of data and information to formulate a viable and realistic strategic plan

3. Develop and document strategic plan

3.1 Ensure performance measures are clear and address all key aspects of enterprise performance

3.2 Identify, document and incorporate the implications of the strategic plan for the enterprise

3.3 Introduce value adding activities and opportunities

3.4 Communicate strategic plan initiatives and desired outcomes

3.5 Evaluate strategic performance for gaps and strengths and implement appropriate remedial action

The candidate must be assessed on their ability to integrate and apply the performance requirements of this unit in a workplace setting. Performance must be demonstrated consistently over time and in a suitable range of contexts.

The candidate must provide evidence that they can:

determine the scope and desired business outcomes of the strategic plan

analyse the competitive environment

document performance measures to address all key aspects of enterprise performance

evaluate opportunities and the viability and feasibility of the production, business and marketing plans

document, monitor and review the strategic plan

set the goals and direction for the business

communicate strategic direction.

The candidate must demonstrate knowledge of:

the external environment

market forces

resource availability and accessibility

feasible enterprises and opportunities

business structures

business analysis and forecasting

value adding concepts

strategic planning methodologies

data collection and analysis methods

risk management techniques

legislation and by-laws relevant to the organisations operation and potential expansion

organisational design and change processes.

Competency is to be assessed in the workplace or simulated environment that accurately reflects performance in a real workplace setting.

Assessors must satisfy current standards for RTOs.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Evaluate the focus, direction and structure of the enterprise in the development and review of the strategic plan 
Assess and identify need for development and change 
Identify competitive and collaborative factors 
Identify and consider legal obligations and estate considerations 
Develop goals and targets consistent with the enterprise 
Access data for use in review and development 
Assess opportunities to value-add in the distribution chain of commodities and identify competitive implications 
Analyse and assess competitive and collaborative opportunities 
Assess expansion opportunities for viability and feasibility 
Undertake comprehensive analysis of data and information to formulate a viable and realistic strategic plan 
Ensure performance measures are clear and address all key aspects of enterprise performance 
Identify, document and incorporate the implications of the strategic plan for the enterprise 
Introduce value adding activities and opportunities 
Communicate strategic plan initiatives and desired outcomes 
Evaluate strategic performance for gaps and strengths and implement appropriate remedial action 

Forms

Assessment Cover Sheet

AHCBUS603 - Develop and review a strategic plan
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

AHCBUS603 - Develop and review a strategic plan

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: