The application for this unit has not been fully developed. It will be reviewed as part of the process of implementing the Design Model for Streamlined Training Package Material.

This unit covers the competency to develop a business plan which is linked to organisational strategic outcomes and facilitates the achievement of service delivery.

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)

Not applicable.

This unit contains employability skills.

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.

Critical aspects for assessment and evidence required to demonstrate competency in this unit	It is essential for this unit that competence be demonstrated in the business plan's reflection of the organisation's strategic objectives. It identifies outcomes and associated performance indicators. Consistency in performance Evidence of competence will need to be gathered over time.
Context of and specific resources for assessment	Context of assessment Evidence should be gathered over a period of time in a range of actual or simulated workplace environments. Specific resources for assessment No special 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)

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

write strategic outcomes and objectives survey client needs conduct a SWOT analysis prepare budgets prepare a resource inventory manage change communicate

Required Knowledge

organisational strategic plan organisational mission statement 'code of ethics and conduct' SWOT analysis EEO and OH&S policies and practices the organisation's core services

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.
Identification of organisational goals and values may result from examination of:	organisation's strategic plan mission statement value statement code of conduct 'code of ethics'
Financial viability of outcomes may include:	maintenance and working costs capital requirements
Performance indicators may relate to:	effectiveness efficiency value for money
Demographic trends/issues may include:	political economic social cultural environment legal

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
Organisational objectives are identified for the specific service delivery objectives
Specific performance targets against delivery objectives are identified and set
Quality of outcomes are identified and agreed upon
Financial viability of proposed outcomes is assessed
Core values, principles and aims are matched against proposed strategies
Performance indicators to evaluate the effectiveness and efficiency of service delivery are established
Existing service is reviewed to identify the strengths and weaknesses, achievements and problems
Core services to be reflected in the business plan are identified and are used to inform the plan's outcomes
The organisation and management of the workforce is examined and matched to the resource requirements
Financial resources and unit costs are identified and committed
Physical resources, plant and equipment are identified and committed
Clients and their needs are identified
Demographic trends/issues which may impact on service delivery are identified
Staffing levels and skill requirements are identified
Training programs to develop competence in business planning are identified, developed and implemented
Changes in productivity related to pay and conditions of service are recognised
EEO and OH&S policies and practices are identified and implemented
Changes in the workplace and to client's needs are managed and responded to
The business plan is approved by senior management and the CEO of the organisation
The business plan, strategy and outcomes are communicated throughout the workforce and to relevant external organisations
Performance criteria and targets are measured against business plan outcomes
The outcomes are reviewed and the business plan is adjusted
Reports to management and feedback to management, persons involved and clients are provided

Assessment Cover Sheet

PUAPOL020B - Develop a business plan

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

PUAPOL020B - Develop a business plan

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: