Assessor Resource

ICAP6038B
Develop strategic and action plans

Assessment tool

Version 1.0
Issue Date: April 2024


This unit defines the competency required to create strategic and action plans in alignment with organisational goals.

No licensing, legislative, regulatory 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)

Prerequisites

ICAP4037B

Contribute to the development of a strategy plan

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:

Assessment must confirm the ability to develop strategic directions determined by the strategic alignment of IT directions with organisational goals.

To demonstrate competency in this unit the learner will require access to:

Detailed information relating to business strategic plan

Budget constraints

A timeframe for the strategic plan

Business objectives

Business risks

Information on a range of IT business solutions

The learner will need access to the outcomes of the business analysis process

Context of and specific resources for assessment

Strategic plans of an organisation provide the vision and context for working with customers, clients and stakeholders.

The breadth, depth and complexity involving analysis, design, planning, execution and evaluation across a range of technical and/or management functions including development of new criteria or applications or knowledge or procedures would be characteristic.

Assessment must ensure:

application of a significant range of fundamental principles and complex techniques across a wise and often unpredictable variety of contexts in relation to either varied or highly specific functions. Contribution to the development of a broad plan, budget or strategy may be involved and accountability and responsibility for self and others in achieving the outcomes may also be characteristic.

Applications involve significant judgement in planning, design, technical or leadership/guidance functions related to products, services, operations or procedures would be common

Method of assessment

The purpose of this unit is to define the standard of performance to be achieved in the workplace. In undertaking training and assessment activities related to this unit, consideration should be given to the implementation of appropriate diversity and accessibility practices in order to accommodate people who may have special needs. Additional guidance on these and related matters is provided in ICA05 Section 1.

Competency in this unit should be assessed using summative assessment to ensure consistency of performance in a range of contexts. This unit can be assessed either in the workplace or in a simulated environment. However, simulated activities must closely reflect the workplace to enable full demonstration of competency.

Assessment will usually include observation of real or simulated work processes and procedures and/or performance in a project context as well as questioning on underpinning knowledge and skills. The questioning of team members, supervisors, subordinates, peers and clients where appropriate may provide valuable input to the assessment process. The interdependence of units for assessment purposes may vary with the particular project or scenario.

Guidance information for assessment

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

ICAP5039B Match IT needs with the strategic direction of the enterprise

ICAA5151B Gather data to identify business requirements

An individual demonstrating this competency would be able to:

Demonstrate understanding of specialised knowledge with depth in some areas

Analyse, diagnose, design and execute judgement across a broad range of technical or management functions

Generate ideas through the analysis of information and concepts at an abstract level

Demonstrate a command of wide-ranging, highly specialised technical, creative or conceptual skills

Demonstrate accountability for personal outputs within broad parameters

Demonstrate accountability for personal and group outcomes within broad parameters

Maintain knowledge of industry products and services

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

Group facilitation and presentation skills in relation to transferring and collecting information and gaining consensus when developing mission statements, strategies, objectives and targets

Skills relating to analysis, planning and implementation of plans, such as developing and implementing action plans

Evaluation skills to forecast for planning purposes, particularly for evaluating internal and external operating environments in relation to current and future IT requirements

Required knowledge

Analysis and planning approaches to technical problems and management requirements, taking into account organisational values and purpose, such as setting objectives and targets, developing action plans and monitoring strategic directions

Evaluating current system functionality to forecast for planning, particularly with regard to IT trends and developments

Evaluating internal and external operating environments to forecast for planning

Analysis and planning approaches to technical problems or management requirements, taking into account the hardware platform used by the organisation

Analysis and planning approaches to technical problems or management requirements, taking into account network and IT security guidelines of the organisation

Evaluating the operating systems supported by the organisation to forecast for planning

Broad knowledge of technology and product directions for evaluating and forecasting vendor and technology trends

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:

sponsors

users

development team

project team

Action plans take into account:

appropriate operational

financial

legal

human relations

risks

internal and external operating environments

other relevant considerations

Documentation may follow:

ISO/IEC/AS standards

audit trails

naming standards

version control

project management templates

report writing principles

Strategic plan

The overall organisational strategic plan may take different forms and may include components from separate disciplines such as IT or human resources. The IT strategic plan may form part of organisational strategic plan or may be a standalone document

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
Develop a mission statement for the organisation that states the purpose, values and business activities 
Develop a vision statement for the organisation that describes its future operation and success 
Develop the mission and vision statements in active consultation with team members and management 
Document mission and vision statements 
Communicate mission and vision statement to stakeholders and other relevant authorities in the organisation 
Assess the current internal situation of the organisation, taking into account its strengths and weaknesses 
Assess the external environment of the organisation, taking into account opportunities and threats 
Determine trends and developments impacting on the strategic direction of organisation 
Determine critical issues facing the organisation 
Document strengths, weaknesses, opportunities, threats and critical issues facing the organisation in the strategicplan 
Use critical issues to develop objectives and targets for the organisation after active consultation with team members and management 
Develop strategies based on these objectives that accurately reflect the overall organisational mission and values 
Develop strategies and objectives that are attainable, cost efficient and realistic, within a designated timeframe that allows for continuous improvement planning 
Determine constraints associated with the strategies and objectives developed 
Include strategies, objectives and constraints in strategicplan documentation 
Develop actionplans for the strategies and objectives in consultation with team members and management 
Check that action plans have clear, comprehensive and concise details 
Check that action plans are adhered to 
Include action plans in strategic plan documentation 
Review strategic plan with stakeholders and management 
Incorporate changes and improvements as recommended 
Implement action plans as set out in the strategic plan 
Review and evaluate success of strategic plan after actionplans have been implemented 

Forms

Assessment Cover Sheet

ICAP6038B - Develop strategic and action 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

ICAP6038B - Develop strategic and action 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: