Assessor Resource

BSBATSIM416A
Oversee organisational planning

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to individuals who are responsible for monitoring, guiding and planning the activities of Aboriginal and Torres Strait Islander organisations.

This unit describes the performance outcomes, skills and knowledge required to oversee the development of plans that guide the operations of the organisation.

Some aspects of governance activities may be subject to legislation, rules, regulations and codes of practice relevant to different job roles and jurisdictions.

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

Evidence of the ability to:

develop plans that are consistent with community needs, cultural requirements and organisational directions

identify and access information relevant to planning activity

identify risk management and sustainability strategies

oversee organisational planning.

Context of and specific resources for assessment

Assessment must ensure:

access to examples of organisational plans

knowledge and performance is assessed over time to confirm consistency in performance

participation on an actual or simulated board.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

analysis of planning information and documentation

direct questioning combined with reflection practical board performance by the candidate

analysis of responses to case studies and scenarios

demonstration of techniques

observation of presentations

oral or written questioning to assess knowledge of planning processes

observation of performance in role plays

performance of board duties or an accurate simulation of board duties.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

BSBATSIC411C Communicate with the community

BSBATSIM417A Implement organisational plans

BSBRES401A Analyse and present research information.

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

analytical skills to review current organisational services and existing plans

culturally appropriate communication skills to relate to people from diverse backgrounds and with diverse abilities

evaluation and decision-making skills to monitor and review information presented to the board and enact planning decisions

numeracy skills to understand relevant numerical data

oral or written communication skills to be able to gather and share information

organisational and planning skills to ensure that plans that meet the vision, goals and objectives of the organisation are developed in a timely manner

problem-solving skills to deal with planning information which is contradictory, ambiguous, inconsistent or inadequate

research skills to identify and access planning information

teamwork skills to develop plans cooperatively with other board members, management and staff of the organisation, members, community and key stakeholders

Required knowledge

board processes for decision making

concept of community control of organisations and how it may impact on organisational planning

cultural context in which Aboriginal and Torres Strait Islander boards operate, including their role in upholding traditional and cultural values and how that could impact on organisational planning

geographic, social, economic and political contexts in which particular organisations operate and how these may impact on organisational planning

methods for community consultation and engagement

methods for setting vision, goals and objectives

organisation review processes, such as a SWOT analysis

potential funding sources to support organisational goals and objectives

principles of risk management relevant to organisational planning

provisions of federal, state or territory legislation and funding body requirements that influence decisionmaking and may impact on organisational planning

relevant organisational planning concepts

relevant principles of sustainability

relevant protocols and cultural responsibilities with respect to planning

roles and responsibilities of board and management in organisational planning

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Community may include:

community members

Elders

members of the organisation

other Aboriginal and Torres Strait Islander organisations

other relevant stakeholders

traditional owners.

Relevant planning information may include:

existing organisational plans

community and stakeholder feedback

funding and resource opportunities

market research

organisational documentation, such as:

annual general report

constitution

financial reports and budgets

networks and supporters

policy and procedures

vision and purpose statements

relevant data and statistics

relevant government reports, strategic directions, and policy

staff skills and capabilities.

Review may involve:

community and stakeholder feedback

evaluation reports

gap analysis

market research

SWOT analysis.

Planning activity may include:

action plans

business plans

cultural plans

financial plans

marketing and promotion plans

staffing plans

strategic plans.

Cultural identity may include:

common cultural values that underpin Aboriginal and Torres Strait Islander people

diversity and uniqueness of individual communities

languages, songs, arts and artwork

Native Title status and issues

relationship with the land.

Cultural requirements may include:

cultural protocols

recognition of diversity.

Protocols that promote cultural respect may include:

community processes of consultation

local traditions and customs

recognition of Elders and traditional owners

respect and courtesy to other communities

rights of others, rights of privacy, and secret business.

Plan development process may include:

consultation with community and key stakeholders

feedback from community and key stakeholders.

Resources may include:

board member support

development of working group or subcommittee

external consultants

finances

identified partnerships

information and communication technologies

network contacts

planning expertise

staff.

Legal and compliance requirements may include:

contractual requirements

management of occupational health and safety

reporting requirements.

Financial targets and funding requirements may include:

budget

financial obligations

financial viability

funding and service agreements

possible funding options.

Sustainability may include:

cultural factors

economic factors

environmental factors

social factors.

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
Consult with community to identify needs, issues, visions and interests 
Identify people with appropriate expertise both within and outside the organisation who could assist the planning process 
Identify and obtain relevant planning information, including the organisation's current provision of services 
Review the effectiveness of this provision in terms of meeting organisational and community needs 
Work with board members to set or review the vision, goals and objectives of the organisation 
Seek the support of internal or external experts if required 
Analyse and use information to make planning decisions 
Identify the type of planning activity required to meet the needs of the organisation 
Identify the key purpose and essential components of the planning activity 
Clarify the roles of board, management and staff in the planning activity 
Check plans and planning processes to ensure they maintain and enhance cultural identity 
Check plans and planning processes to ensure they reflect cultural requirements and protocols that promote cultural respect 
Develop strategies to address areas where conflict may occur between cultural and economic requirements 
Check plans to ensure they reflect the vision and objectives of the organisation 
Work with board members and senior staff to establish a plan development process and timeframe 
Ensure adequate resources are available to develop plans 
Ensure plans meet legal and compliance requirements 
Ensure plans meet financial targets and funding requirements 
Ensure plans include risk management strategies 
Ensure plans include consideration of sustainability 
Monitor plan development and adjust where appropriate 
Work with other board members to approve agreed plan for implementation 
Communicate approved plans to the community 

Forms

Assessment Cover Sheet

BSBATSIM416A - Oversee organisational planning
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I declare that the assessment tasks submitted for this unit are my own work.

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Result: Competent Not yet competent

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Assessment Record Sheet

BSBATSIM416A - Oversee organisational planning

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

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

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