• AHCBUS603A - Develop and review a strategic plan

Assessor Resource

AHCBUS603A
Develop and review a strategic plan

Assessment tool

Version 1.0
Issue Date: March 2024


This unit applies to the application of knowledge and skills to determine the scope and desired business outcomes of the strategic plan.

This unit covers the process of developing and reviewing a strategic plan and defines the standard required to: 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.

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

Employability Skills

This unit contains employability skills.




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.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

The evidence required to demonstrate competency in this unit must be relevant to workplace operations and satisfy holistically all of the requirements of the performance criteria and required skills and knowledge and include achievement of the following:

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.

Context of and specific resources for assessment

Competency requires the application of work practices under work conditions. Selection and use of resources for some worksites may differ due to the regional or enterprise circumstances.


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.

Required skills

set goals and directions for a business

analyse information and results

consider and evaluate alternatives

design performance criteria

manage projects

think logically and strategically

use literacy skills to fulfil job roles as required by the organisation. The level of skill may range from reading and understanding documentation to completion of written reports

use oral communication skills/language competence to fulfil the job role as specified by the organisation including questioning, active listening, asking for clarification, negotiating solutions and responding to a range of views

use numeracy skills to estimate, calculate and record complex workplace measures

use interpersonal skills to work with others and relate to people from a range of cultural, social and religious backgrounds and with a range of physical and mental abilities.

Required knowledge

the external environment

working knowledge of market forces

resource availability and accessibility

feasible enterprises and opportunities

business structures

forecasting

value adding concepts

strategic planning methodologies

data collection and analysis methods

risk management techniques

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

organisational design and change processes.

The range statement relates to the unit of competency as a whole.

Relevant businesses may include:

small, medium and large enterprises.

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
Focus, direction and structure of the enterprise are considered and accounted for in the development and review of the strategic plan. 
Need for development and change is assessed and identified. 
Competitive and collaborative factors are identified. 
Legal obligations and estate considerations are identified and considered. 
Measurable goals and targets, which are enterprise consistent, are considered and developed. 
Accurate data is accessed using reliable sources for use in review and development. 
Value chain analysis is completed for the enterprise and competitive implications are identified. 
Competitive and collaborative opportunities are analysed and assessed. 
Expansion opportunities are assessed for viability and feasibility. 
Comprehensive analysis of all relevant data and information is undertaken to formulate a viable and realistic strategic plan. 
Performance measures are clear and address all key aspects of enterprise performance. 
The implications of the strategic plan for the enterprise are identified, documented and incorporated. 
Value adding activities and opportunities are systematically introduced. 
Strategic plan initiatives and desired outcomes are clearly communicated to all relevant parties. 
Strategic performance is evaluated for gaps and strengths, and appropriate remedial action implemented. 

Forms

Assessment Cover Sheet

AHCBUS603A - 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

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Assessor name:

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Assessment Record Sheet

AHCBUS603A - 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:

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