Assessor Resource

BSBLDR802
Lead the strategic planning process for an organisation

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to lead the development of high-level strategic plans that serve the vision and mission of an organisation. It addresses analysing the environment, identifying risks and opportunities, planning staffing requirements, succession planning, and establishing and monitoring financial and non-financial performance indicators.

Leadership is applied in order to engage people with the organisation's vision and goals and in developing and implementing the plan.

It applies to senior managers and business owners who use cognitive and creative skills to review, critically analyse, consolidate and synthesise knowledge, in order to generate ideas and provide solutions to complex problems. They use communication skills to demonstrate their understanding of theoretical concepts and to transfer knowledge and ideas to others.

No licensing, legislative or certification requirements 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. Initiate the strategic planning process

1.1 Consult organisation's decision makers to determine the parameters that will be used for the planning process, including timeframes and budget

1.2 Analyse current strategic planning documents to determine a methodology that is in keeping with the organisation’s needs and past practice

1.3 Identify stakeholders who will contribute to the plan’s development

1.4 Develop and document planning methodology within a project plan including resource allocation

2. Conduct an environmental and organisational scan

2.1 Research local and international best practice and trends in the organisation’s field of operation

2.2 Identify, collect and analyse demographic and trend data to provide profiling information about the organisation’s market.

2.3 Collect and analyse industry intelligence relating to competitors

2.4 Identify key strengths, weaknesses, opportunities and threats (SWOT) to the organisation

2.5 Identify major risk factors that could constrain the achievement of organisational goals in the short, medium and long term

2.6 Consult stakeholders to identify issues and expectations affecting the organisation’s operations

3. Lead the establishment of organisational key directions and goals

3.1 Engage staff and relevant stakeholders in establishing the major goals of the organisation

3.2 Establish leadership to articulate the vision, mission and key goals of the organisation

3.3 Provide leadership to establish the organisation’s key result areas

4. Lead the development of the plan’s key activities and performance indicators

4.1 Initiate and manage processes and delegations to develop detailed activities to achieve the organisation’s goals

4.2 Develop specific performance indicators to enable the measurement of success

4.3 Cost and budget for resourcing levels to enable the plan to be enacted

4.4 Gain commitment to the process and the plan

4.5 Engage relevant stakeholders and participants to sign off and commit to the finalised strategic plan

5. Manage the implementation process

5.1 Develop tactical or operational annual plans to facilitate implementation of longer-term strategic plan

5.2 Prioritise and resource (human, financial and capital) programs and operational tactics

5.3 Analyse and plan for changes to processes or practices

5.4 Plan human resource development and succession strategies to ensure long-term business viability

5.5 Initiate strategies to skill the workforce in order to implement the plan

5.6 Establish communication processes to inform and support staff and stakeholders through implementation of the plan

6. Manage the evaluation process

6.1 Establish and implement processes to monitor performance against agreed benchmarks and performance

6.2 Monitor outcomes of the strategic and operational plans

6.3 Undertake review or refinement of activities in light of changing conditions to ensure the attainment of the strategic plan goals

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. Initiate the strategic planning process

1.1 Consult organisation's decision makers to determine the parameters that will be used for the planning process, including timeframes and budget

1.2 Analyse current strategic planning documents to determine a methodology that is in keeping with the organisation’s needs and past practice

1.3 Identify stakeholders who will contribute to the plan’s development

1.4 Develop and document planning methodology within a project plan including resource allocation

2. Conduct an environmental and organisational scan

2.1 Research local and international best practice and trends in the organisation’s field of operation

2.2 Identify, collect and analyse demographic and trend data to provide profiling information about the organisation’s market.

2.3 Collect and analyse industry intelligence relating to competitors

2.4 Identify key strengths, weaknesses, opportunities and threats (SWOT) to the organisation

2.5 Identify major risk factors that could constrain the achievement of organisational goals in the short, medium and long term

2.6 Consult stakeholders to identify issues and expectations affecting the organisation’s operations

3. Lead the establishment of organisational key directions and goals

3.1 Engage staff and relevant stakeholders in establishing the major goals of the organisation

3.2 Establish leadership to articulate the vision, mission and key goals of the organisation

3.3 Provide leadership to establish the organisation’s key result areas

4. Lead the development of the plan’s key activities and performance indicators

4.1 Initiate and manage processes and delegations to develop detailed activities to achieve the organisation’s goals

4.2 Develop specific performance indicators to enable the measurement of success

4.3 Cost and budget for resourcing levels to enable the plan to be enacted

4.4 Gain commitment to the process and the plan

4.5 Engage relevant stakeholders and participants to sign off and commit to the finalised strategic plan

5. Manage the implementation process

5.1 Develop tactical or operational annual plans to facilitate implementation of longer-term strategic plan

5.2 Prioritise and resource (human, financial and capital) programs and operational tactics

5.3 Analyse and plan for changes to processes or practices

5.4 Plan human resource development and succession strategies to ensure long-term business viability

5.5 Initiate strategies to skill the workforce in order to implement the plan

5.6 Establish communication processes to inform and support staff and stakeholders through implementation of the plan

6. Manage the evaluation process

6.1 Establish and implement processes to monitor performance against agreed benchmarks and performance

6.2 Monitor outcomes of the strategic and operational plans

6.3 Undertake review or refinement of activities in light of changing conditions to ensure the attainment of the strategic plan goals

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
1.1 Consult organisation's decision makers to determine the parameters that will be used for the planning process, including timeframes and budget 
Analyse current strategic planning documents to determine a methodology that is in keeping with the organisation’s needs and past practice 
Identify stakeholders who will contribute to the plan’s development 
Develop and document planning methodology within a project plan including resource allocation 
Research local and international best practice and trends in the organisation’s field of operation 
Identify, collect and analyse demographic and trend data to provide profiling information about the organisation’s market. 
Collect and analyse industry intelligence relating to competitors 
Identify key strengths, weaknesses, opportunities and threats (SWOT) to the organisation 
Identify major risk factors that could constrain the achievement of organisational goals in the short, medium and long term 
Consult stakeholders to identify issues and expectations affecting the organisation’s operations 
Engage staff and relevant stakeholders in establishing the major goals of the organisation 
Establish leadership to articulate the vision, mission and key goals of the organisation 
Provide leadership to establish the organisation’s key result areas 
Initiate and manage processes and delegations to develop detailed activities to achieve the organisation’s goals 
Develop specific performance indicators to enable the measurement of success 
Cost and budget for resourcing levels to enable the plan to be enacted 
Gain commitment to the process and the plan 
Engage relevant stakeholders and participants to sign off and commit to the finalised strategic plan 
Develop tactical or operational annual plans to facilitate implementation of longer-term strategic plan 
Prioritise and resource (human, financial and capital) programs and operational tactics 
Analyse and plan for changes to processes or practices 
Plan human resource development and succession strategies to ensure long-term business viability 
Initiate strategies to skill the workforce in order to implement the plan 
Establish communication processes to inform and support staff and stakeholders through implementation of the plan 
Establish and implement processes to monitor performance against agreed benchmarks and performance 
Monitor outcomes of the strategic and operational plans 
Undertake review or refinement of activities in light of changing conditions to ensure the attainment of the strategic plan goals 
Initiate and manage processes and delegations to develop detailed activities to achieve the organisation’s goals 
Develop specific performance indicators to enable the measurement of success 
Cost and budget for resourcing levels to enable the plan to be enacted 
Gain commitment to the process and the plan 
Engage relevant stakeholders and participants to sign off and commit to the finalised strategic plan 

Forms

Assessment Cover Sheet

BSBLDR802 - Lead the strategic planning process for an organisation
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

BSBLDR802 - Lead the strategic planning process for an organisation

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: