Assessor Resource

LGACORE601B
Develop, implement and review operational plans

Assessment tool

Version 1.0
Issue Date: March 2024


This unit supports the attainment of skills and knowledge required for competent workplace performance in councils of all sizes. Knowledge of the legislation and regulations within which councils must operate is essential. The unique nature of councils, as a tier of government directed by elected members and reflecting the needs of local communities, must be appropriately reflected.

This unit covers developing, implementing and reviewing organisational or divisional operational plans. Operational planning encompasses the development of key strategies to meet the strategic goals of council, determining resources required to implement strategies and programs, communicating the operational plans to relevant staff and coordinating and monitoring progress towards the achievement of operational plans.

The unit is appropriate for senior management and those directly involved in operational planning processes within council.

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

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.

Overview of assessment requirements

A person who demonstrates competency in this unit will be able to perform the outcomes described in the Elements to the required performance level detailed in the Performance Criteria. The knowledge and skill requirements described in the Range Statement must also be demonstrated. For example, knowledge of the legislative framework and safe work practices that underpin the performance of the unit are also required to be demonstrated.

Critical aspects of evidence to be considered

The demonstrated ability to:

establish links between strategic and operational plans and budgets

use resources effectively within organisational and legislative constraints

develop, implement and review operational plan for an area of local government

Context of assessment

May be undertaken on the job or in a simulated work environment.

Method of assessment

The following assessment methods are suggested:

observation of the learner performing a range of workplace tasks over sufficient time to demonstrate handling of a range of contingencies

written and/or oral questioning to assess knowledge and understanding

completion of workplace documentation

third-party reports from experienced practitioners

completion of self-paced learning materials including personal reflection and feedback from trainer, coach or supervisor.

Evidence required for demonstration of consistent performance

Consistent evidence across a range of activities involved in the annual operational planning cycle.

Resource implications

Access to a workplace or simulated case study that includes:

examples of council's strategic, business and operational plans

council policies

real or simulated program budget 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.

This describes the essential skills and knowledge and their level, required for this unit

Required Skills

operationalising strategic and business plans

high level verbal communication, presentation, negotiation, consultation and liaison

high level written communication including reports and media releases

utilising and working with the media

team building

operational planning techniques including establishing performance measures and criteria

cost-benefit analysis

Required Knowledge

council's political, social, economic and environmental context, including sustainable practices

council's strategic or business plans, goals, and objectives

relevant sections of local government act

council's resource base, including available and potential financial, physical and human resources

competitive tendering and national competition policy

outsourcing

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 in the Performance Criteria is detailed below.

Competitive tendering may include:

both compulsory and optional

council policies on outsourcing as opposed to using its own internal resources

Key strategies may include:

strategic and management plans

council's goals, objectives and priorities

operational efficiency and effectiveness

Reporting mechanisms may include:

software applications

periodic management reports and meetings

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
Key strategies are established and incorporated into the operational planning process. 
Legal and community expectations pertaining to the plans are investigated and clarified. 
Research on the trends impacting on the functional area is undertaken. 
Resources available for each program are identified and taken into consideration when formulating operational plans. 
Competitive tendering options are evaluated in accordance with relevant legislation and council requirements. 
Objectives for programs and subprograms are developed. 
Appropriate implementation procedures and performance indicators are established to assist planning and monitoring. 
Operational plans are presented for adoption in accordance with council requirements. 
Reporting mechanisms are developed to incorporate budget performance and quality assurance outcomes. 
Plans and programs are prioritised and implemented according to council's strategy, availability of funding and levels of resources required. 
Strategies to communicate operational plans and programs to staff and community are established via the appropriate media. 
Operational plans are reviewed and remedial action is taken as required. 
Key strategies are established and incorporated into the operational planning process. 
Legal and community expectations pertaining to the plans are investigated and clarified. 
Research on the trends impacting on the functional area is undertaken. 
Resources available for each program are identified and taken into consideration when formulating operational plans. 
Competitive tendering options are evaluated in accordance with relevant legislation and council requirements. 
Objectives for programs and subprograms are developed. 
Appropriate implementation procedures and performance indicators are established to assist planning and monitoring. 
Operational plans are presented for adoption in accordance with council requirements. 
Reporting mechanisms are developed to incorporate budget performance and quality assurance outcomes. 
Plans and programs are prioritised and implemented according to council's strategy, availability of funding and levels of resources required. 
Strategies to communicate operational plans and programs to staff and community are established via the appropriate media. 
Operational plans are reviewed and remedial action is taken as required. 

Forms

Assessment Cover Sheet

LGACORE601B - Develop, implement and review operational 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

LGACORE601B - Develop, implement and review operational 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: