Assessor Resource

BSBMGT603A
Review and develop business plans

Assessment tool

Version 1.0
Issue Date: April 2024


Not applicable.

This unit covers those areas of business planning and system review undertaken by an operational manager and incorporates the development of various tactical and operational plans incorporating risk management plans.

Consider co-assessment with BSBMGT604A Manage business operations.

This unit covers those areas of business planning and system review undertaken by an operational manager and incorporates the development of various tactical and operational plans incorporating risk management plans.

Consider co-assessment with BSBMGT604A Manage business operations.

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

Prerequisites

Not applicable.


Employability Skills

Not applicable.




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 identifies the critical aspects, knowledge and skills to be demonstrated to confirm competence for this unit. This is an integral part of the assessment of competence and should be read in conjunction with the Range Statement.

Critical Aspects of Evidence

Assessment for this unit will need to occur over a sufficient period of time to allow an holistic assessment of the tactical and operational planning activities

Plans developed must meet the organisation's criteria as well as those set down in the unit

Systems review and revision is a crucial aspect of the business planning process and needs to be clearly evidenced

OHS considerations may include:

review and evaluation of previous OHS plans and programs

implementation of OHS systems for projects

use of participative arrangements for review of OHS in operational performance

development and review of OHS performance targets

framework and components of OHS management system, its structures and performance

systemic review procedures

Underpinning Knowledge*

* At this level the learner must demonstrate understanding of specialised knowledge with depth in some areas.

Relevant legislation from all levels of government that affects business operation, especially in regard to Occupational Health and Safety and environmental issues, equal opportunity, industrial relations and anti-discrimination

Strategic planning

All legislation relevant to the organisation's operation

Critical path/PERT methodology

Relevant industrial awards and agreements

Electronic commerce systems

Consultative methods and processes

Performance measurement and benchmarking methodology

Operations management

High reliability organisational concepts

Energy management

Capital investment evaluative methodology including NPV and ROI

Underpinning Skills

Analytical skills to interpret strategic objectives and develop tactical and operational objectives

Communication/consultation skills to ensure all relevant groups and individuals are advised of what is occurring and are provided with an opportunity for input

Risk management skills to analyse, identify and develop mitigation strategies for identified risks

Systems analysis and design skills to ensure that system outputs meet tactical/operational objectives and measure performance in a timely way

Ability to relate to people from a range of social, cultural and ethnic backgrounds and physical and mental abilities

Resource Implications

The learner and trainer should have access to appropriate documentation and resources normally used in the workplace

Consistency of Performance

In order to achieve consistency of performance, evidence should be collected over a set period of time which is sufficient to include dealings with an appropriate range and variety of situations

Context/s of Assessment

Competency is demonstrated by performance of all stated criteria, including paying particular attention to the critical aspects and the knowledge and skills elaborated in the Evidence Guide, and within the scope as defined by the Range Statement

Assessment must take account of the endorsed assessment guidelines in the Business Services Training Package

Assessment of performance requirements in this unit should be undertaken in an actual workplace or simulated environment

Assessment should reinforce the integration of the key competencies and the business services common competencies for the particular AQF level. Refer to the Key Competency Levels at the end of this unit

Key Competency Levels

Collecting, analysing and organising information (Level 3) - to prepare the tactical and operational plans

Communicating ideas and information (Level 3) - to internal/external customers and review systems

Planning and organising activities (Level 3) - to develop plans and review/redesign systems

Working with teams and others (Level 3) - to consult with them and obtain their input into planning and system review activities

Using mathematical ideas and techniques (Level 2) - to ensure appropriate measurement activities are in place

Solving problems (Level 3) - to improve existing systems and achieve tactical/operational objectives

Using technology (Level 2) - to improve system's performance

Please refer to the Assessment Guidelines for advice on how to use the Key Competencies

The Evidence Guide identifies the critical aspects, knowledge and skills to be demonstrated to confirm competence for this unit. This is an integral part of the assessment of competence and should be read in conjunction with the Range Statement.

Critical Aspects of Evidence

Assessment for this unit will need to occur over a sufficient period of time to allow an holistic assessment of the tactical and operational planning activities

Plans developed must meet the organisation's criteria as well as those set down in the unit

Systems review and revision is a crucial aspect of the business planning process and needs to be clearly evidenced

OHS considerations may include:

review and evaluation of previous OHS plans and programs

implementation of OHS systems for projects

use of participative arrangements for review of OHS in operational performance

development and review of OHS performance targets

framework and components of OHS management system, its structures and performance

systemic review procedures

Underpinning Knowledge*

* At this level the learner must demonstrate understanding of specialised knowledge with depth in some areas.

Relevant legislation from all levels of government that affects business operation, especially in regard to Occupational Health and Safety and environmental issues, equal opportunity, industrial relations and anti-discrimination

Strategic planning

All legislation relevant to the organisation's operation

Critical path/PERT methodology

Relevant industrial awards and agreements

Electronic commerce systems

Consultative methods and processes

Performance measurement and benchmarking methodology

Operations management

High reliability organisational concepts

Energy management

Capital investment evaluative methodology including NPV and ROI

Underpinning Skills

Analytical skills to interpret strategic objectives and develop tactical and operational objectives

Communication/consultation skills to ensure all relevant groups and individuals are advised of what is occurring and are provided with an opportunity for input

Risk management skills to analyse, identify and develop mitigation strategies for identified risks

Systems analysis and design skills to ensure that system outputs meet tactical/operational objectives and measure performance in a timely way

Ability to relate to people from a range of social, cultural and ethnic backgrounds and physical and mental abilities

Resource Implications

The learner and trainer should have access to appropriate documentation and resources normally used in the workplace

Consistency of Performance

In order to achieve consistency of performance, evidence should be collected over a set period of time which is sufficient to include dealings with an appropriate range and variety of situations

Context/s of Assessment

Competency is demonstrated by performance of all stated criteria, including paying particular attention to the critical aspects and the knowledge and skills elaborated in the Evidence Guide, and within the scope as defined by the Range Statement

Assessment must take account of the endorsed assessment guidelines in the Business Services Training Package

Assessment of performance requirements in this unit should be undertaken in an actual workplace or simulated environment

Assessment should reinforce the integration of the key competencies and the business services common competencies for the particular AQF level. Refer to the Key Competency Levels at the end of this unit

Key Competency Levels

Collecting, analysing and organising information (Level 3) - to prepare the tactical and operational plans

Communicating ideas and information (Level 3) - to internal/external customers and review systems

Planning and organising activities (Level 3) - to develop plans and review/redesign systems

Working with teams and others (Level 3) - to consult with them and obtain their input into planning and system review activities

Using mathematical ideas and techniques (Level 2) - to ensure appropriate measurement activities are in place

Solving problems (Level 3) - to improve existing systems and achieve tactical/operational objectives

Using technology (Level 2) - to improve system's performance

Please refer to the Assessment Guidelines for advice on how to use the Key Competencies


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.

Not applicable.

Reviews are undertaken regularly of the implementation of tactical and operational plans

Information/reports are available to compare plans, budgets and forecasts to actual performance

Systems are reviewed in consultation with users and people responsible for implementing the business plans

Systems provide for identification of system variance or failure, to allow early intervention and prompt remediation

Systems monitor resource usage in a timely manner

Systems allow for flexible responses to changing and emerging situations

Systems are in place to provide feedback to relevant groups and individuals on their performance

Systems provide for immediate response to incidents involving potential risk to people, product or the environment

Systems are designed to achieve the organisation's energy saving targets

Reviews are undertaken regularly of the implementation of tactical and operational plans

Information/reports are available to compare plans, budgets and forecasts to actual performance

Systems are reviewed in consultation with users and people responsible for implementing the business plans

Systems provide for identification of system variance or failure, to allow early intervention and prompt remediation

Systems monitor resource usage in a timely manner

Systems allow for flexible responses to changing and emerging situations

Systems are in place to provide feedback to relevant groups and individuals on their performance

Systems provide for immediate response to incidents involving potential risk to people, product or the environment

Systems are designed to achieve the organisation's energy saving targets

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
Pre-existing tactical and operational plans have been reviewed and evaluated 
Strategic objectives are analysed, interpreted and relevant operational objectives are developed 
Project management protocols for the organisation are developed 
Consultation with appropriate groups and individuals is built into plans 
Requirements of internal/external customers are identified through consultation and documented 
Plans include methods for measuring customer satisfaction and obtaining feedback 
Operational performance objectives, measures and criteria are developed through consultation with relevant groups and individuals 
Tactical and operational plans identify financial, human and physical resource requirements 
Scheduling of activities meets customer/marketing requirements 
Plans contain clear profitability, productivity and performance targets for key result areas (e.g. OHS, environment, quality, customer service) 
Plans are concise, logical and comply with organisation requirements 
Plans address all relevant operational issues, including internal/external environmental factors 
Tactical and operational plans have been subject to risk assessment and analyses, and include risk management plans 
Reviews are undertaken regularly of the implementation of tactical and operational plans 
Information/reports are available to compare plans, budgets and forecasts to actual performance 
Systems are reviewed in consultation with users and people responsible for implementing the business plans 
Systems provide for identification of system variance or failure, to allow early intervention and prompt remediation 
Systems monitor resource usage in a timely manner 
Systems allow for flexible responses to changing and emerging situations 
Systems are in place to provide feedback to relevant groups and individuals on their performance 
Systems provide for immediate response to incidents involving potential risk to people, product or the environment 
Systems are designed to achieve the organisation's energy saving targets 

Forms

Assessment Cover Sheet

BSBMGT603A - Review and develop business plans
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

BSBMGT603A - Review and develop business plans

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: