Assessor Resource

MTMBUS702A
Provide strategic leadership

Assessment tool

Version 1.0
Issue Date: April 2024


This unit applies to leaders or managers wishing to develop strategic capabilities. Their effectiveness is based on professional expertise and personal integrity, and they act as a role model for others.

The unit may relate to learning activities within a small to medium sized organisation or a significant unit of activity in a large organisation.

Leaders must be able to respond strategically and act as leaders of change. They seek to improve competitive advantage through transformation of individual, team and operational capabilities.

This unit covers the skills and knowledge required to analyse and improve personal leadership style and professional competence, and to lead organisational strategic development and deployment. The unit also covers leading transformational practices, cultivating collaborative practices, and providing strategic leadership in a dynamic context.

No licensing, 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:

capacity to improve own development, personal leadership style and self-management skills

demonstrated application of leadership style and approach appropriate to individuals involved, outcomes being sought and context

knowledge of relevant legislation.

Context of and specific resources for assessment

Assessment must ensure:

access to an actual workplace or simulated environment

competence is consistently demonstrated over time, and over a range and variety of complex tasks/projects and situations

resources normally used in the workplace, such as organisational policies and procedures, and relevant legislation

access to clients.

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

series of workplace activities and projects developed and implemented as part of the organisation's strategic development

review of applied projects and learning activities, such as reports and case studies

direct observation of contextual application and presentations to a range of stakeholders

oral or written questioning to assess knowledge of leadership styles

analysis of personal reflection and self-awareness of leadership styles and impact of this approach on task completion and others

review of personal development plan.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example, with other units in the qualification in which this unit is packaged.


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

Ability to:

use problem-solving, initiative and enterprise skills to:

direct, motivate, consult and delegate appropriate to the circumstances

collect, analyse and interpret data using a range of methods

shape strategic thinking and inspire others through a shared vision

work with teams with diverse emotional and multiple intelligences and thinking (cognition) skills

use teamwork skills to lead a team, workgroup or unit, being aware of employee needs and requirements

use provide leadership in occupational health and safety (OHS) practice, ethical standards, legislative requirements and governance

review own personal and professional competence against personal development objectives

support and use participative arrangements aimed at establishing trust

to:

maintain appropriate relationships with colleagues and others

value and be open to the opinions of others

work as part of a team

model collaborative communication and learning

use active listening and negotiation skills

encourage participation across all levels of personnel and clients

seek opinions and elicit feedback from a range of stakeholders

develop plain English written texts which deal with complex ideas and concepts

use workplace technology.

Required knowledge

Knowledge of:

relevant legislation that affects the business operation, especially in regard to OHS and environmental issues, Equal Employment Opportunity (EEO) and anti-discrimination, industrial relations and regulatory requirements

organisation mission, purpose and values

organisation objectives, plans and strategies

leadership styles

personal development planning methodologies

data collection methods

external environment scanning relating to social, political, economic, regulatory and technological developments

emotional intelligence and its relationship to individual and team effectiveness

organisational transformation and the management of the stages of change

organisational design and building in responsiveness to changes in customer or market conditions

environmental sustainability principles.

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.

Efficacy may include:

accurately reflecting and performing self-assessment

having self-confidence

recognising personal emotional responses in a given context.

Personal efficacy may include:

accessibility

adaptability to change

decisiveness

flexibility

personal performance appraisal

self-analysis.

Relevant individualsand groups may include:

employees and staff

employers

government agencies and departments

industry associations and employer bodies

industry representatives

national Industry Skills Councils (ISCs)

professional associations

regulatory, licensing and compliance authorities

research agencies

students

state and territory industry training advisory bodies (ITABs)

subject or technical specialists and experts

trade unions

universities.

Responsibilities may include:

clarifying who is to be accountable for a decision or action prior to its execution

identifying groups, individuals and activities for which a person has management responsibility.

Controlling and appropriately regulating disruptive emotions and impulses may include:

avoiding personal responses that may be insensitive or inappropriate in a given context

managing disruptive emotions and impulses

positively shaping interpersonal relationships

self-control.

Relevant stakeholders may include:

administrative and regulatory bodies

coordinators, teachers, assessors, coaches, mentors and support staff

experts

industry, employees, employers, professional and peak bodies or associations

public or private sector enterprises

students

suppliers and business partners

training and assessment organisations.

Risks may include:

issues, concerns or actions likely to result in a negative outcome, such as preventing the organisation from meeting its objectives

likely consequences of such an event on organisational performance and business continuity management.

Leadership style will usually be differentiated by five classical approaches:

autocratic (non-participative)

charismatic flexibility

democratic (participative)

laissez faire (free reign)

paternalistic.

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
Strategies are identified and applied to create a culture that encourages and allows for the receiving and giving of effective feedback. 
Personal efficacy and attainment of professional and personal development objectives and priorities are reviewed regularly. 
Capacity as a role model is reviewed in terms of ability to build trust, confidence and respect of diverse and relevant individuals and groups. 
Personal efficacy and capability to build an effective organisational and workplace culture are evaluated. 
Personal effectiveness in developing the competence required to achieve operational responsibilities is analysed and evaluated. 
Personal responsibility for environmental sustainability is modelled and developed in others. 
Transformational leadership practices are applied in a given context. 
Empathy in personal communication relationships and day-to-day leadership role is demonstrated. 
Leadership is demonstrated, which is inclusive and respectful of individual differences. 
Own potentially disruptive emotions and impulses are controlled and appropriately regulated. 
Work-based relationships are managed effectively. 
Judgement and commonsense are displayed when undertaking day-to-day leadership role. 
Relevant legislation, information and intelligence sources are analysed when evaluating business opportunities. 
Personal expertise and relevant individuals are drawn upon to achieve strategic results. 
Contributions from relevant individuals are sought and encouraged. 
Collaborative communication and learning approaches are used to model and encourage such practices in the workplace. 
Collaborative and participative work relationships are cultivated. 
Organisational direction and values are conveyed positively to relevant individuals and relevant stakeholders. 
Impact and role of leadership during organisational change is analysed. 
Capacity and competence of relevant individuals are analysed and confirmed consistent with their ability to contribute to change processes and plans. 
Learning and communication solutions are developed to address problems and risks arising for individuals during organisational change. 
Leadership styles are identified and approaches developed to best respond to the impact of change on people and processes. 

Forms

Assessment Cover Sheet

MTMBUS702A - Provide strategic leadership
Assessment task 1: [title]

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I declare that the assessment tasks submitted for this unit are my own work.

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Assessment Record Sheet

MTMBUS702A - Provide strategic leadership

Student name:

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Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

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