- BSBMGT616A - Develop and implement strategic plans
Assessor Resource
BSBMGT616A
Develop and implement strategic plans
Assessment tool
Version 1.0
Issue Date: April 2024
This unit applies to individuals working in senior roles in the organisation, who have responsibility for ensuring that the organisation is positioned to ensure its long term viability and success. The unit covers the requirements for analysing the organisation's present position, and for developing specific actions and initiatives that will be undertaken by people working in various roles.
This unit describes the performance outcomes, skills and knowledge required to establish the strategic direction of the organisation, and to sustain competitive advantage and enhance competitiveness. It requires analysis and interpretation of relevant markets, capability assessment of the organisation, and its existing and potential competitors and allies. It also covers implementation of the strategic plan.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
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 following is essential: thorough analysis of the organisation's own capabilities, those of their existing potential competitors and allies, and the external environment strategic plan which includes objectives, strategies, timeframes, performance indicators and methods for monitoring the implementation of the plan knowledge of relevant legislation. |
Context of and specific resources for assessment | Assessment must ensure: access to appropriate documentation and resources normally used in the workplace. |
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: direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate observation of presentations oral or written questioning to assess knowledge of strategic planning methodologies review of documentation outlining strengths and weaknesses of existing and potential competitors and allies review of strategies and their assigned priority, timeframe, responsible parties and performance indicators. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example: other units from the Advanced Diploma of Management. |
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.
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Required skills |
analytical skills to undertake value chain analysis, to review strengths and weaknesses, and to collate and interpret statistical data including trend analysis financial skills to consider resource implications of proposed strategies research skills to ensure accurate, up-to-date information is available for the environmental analysis risk management skills to plan and undertake appropriate due diligence. |
Required knowledge |
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 methodologies including political, economic, social and technological (PEST) analysis and strengths, weaknesses, opportunities and threats analysis (SWOT) competitor knowledge codes and by-laws relevant to the organisation's operations. |
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. | |
Stakeholders may include: | Board customers employees government agencies owners shareholders technical advisers |
Research may include: | commissioned research demographics economics internal research market segmentation political product social technological |
Global context means: | examination on a world-wide basis of factors which may impact on the long-term strategic direction of the business |
Due diligence means: | process by which an investor, lawyer, auditor, or other qualified person, verifies the accuracy of data provided by another organisation |
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 |
|---|---|---|---|
| Check with stakeholders that organisational vision and mission are still held to be current and are supported | |||
| Make any changes or refinements to vision or mission statement as required | |||
| Review or develop organisational values to support the vision and mission statement | |||
| Gain support for strategic planning process from all relevant stakeholders | |||
| Determine information requirements and undertake or commission research to deliver relevant information | |||
| Analyse political, economic, social, and technological developments in a global context | |||
| Seek advice from appropriate experts wherever necessary | |||
| Identify and consider strengths and weaknesses of existing and potential competitors and allies | |||
| Analyse organisation's strengths, weaknesses, opportunities and threats | |||
| Consider co-operative ventures that are supported by risk and cost-benefit analyses, are consistent with the organisational vision, mission and values, and provide for due diligence | |||
| Check that analysis of internal and external environment is consistent with the perspectives of other informed people | |||
| Document relevant research and background for inclusion in the strategic plan | |||
| Formulate strategic objectives and strategies needed for the future | |||
| Detail each strategy with an assigned priority, a timeframe, responsible parties and measurable performance indicators | |||
| Circulate strategic plan for comment, support and endorsement | |||
| Communicate strategic plan to all relevant parties | |||
| Brief people with a specific role in relation to strategies | |||
| Use performance indicators to monitor progress in implementing plan | |||
| Make necessary refinements to plan | |||
| Evaluate achievement of objectives at agreed milestones | |||
| Review effectiveness of plan and consider methods for improving strategic planning processes |
Forms
Assessment Cover Sheet
BSBMGT616A - Develop and implement strategic plans
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Assessment Record Sheet
BSBMGT616A - Develop and implement strategic plans
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