- SIRXMGT005A - Set strategic plans
Assessor Resource
SIRXMGT005A
Set strategic plans
Assessment tool
Version 1.0
Issue Date: May 2024
This unit applies to senior managers who are responsible for setting objectives and targets both long-term and shortterm, and developing action plans consistent with the store’s overall aims and objectives.
This unit describes the performance outcomes, skills and knowledge required to develop strategic plans.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
Prerequisites
Nil
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, the range statement and the Assessment Guidelines for this Training Package. | |
Critical aspects for assessment and evidence required to demonstrate competency in this unit | Evidence of the following is essential: interprets, communicates and implements store's mission statement collaboratively develops team objectives reflecting the store's mission statement collaboratively develops strategies for achieving team objectives collaboratively develops effective action plans to implement strategies, including targets, standards and implementation methods. |
Context of and specific resources for assessment | Assessment must ensure access to: a retail work environment relevant documentation, such as: strategic plans store mission statement store value statement information on the internal and external operating environment a team. |
Methods of assessment | A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: observation of performance in the workplace third-party reports from a supervisor research reports written or verbal questioning to assess knowledge and understanding review of portfolios of evidence and third-party workplace reports of on-the-job performance. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended. |
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 section describes the essential skills and knowledge and their level, required for this unit. |
Required skills |
analytical and management skills to implement and evaluate plans interpersonal communication skills to: interpret and communicate mission statement develop objectives and targets in consultation with team members and management through clear and direct communication ask questions to identify and confirm requirements use language and concepts appropriate to cultural differences use and interpret non-verbal communication present reports conduct group presentations conduct consultative processes literacy skills to: document strategic plans interpret information numerical skills in regard to financial and budget planning |
Required knowledge |
store policy and procedures in regard to strategic planning store purpose and values store mission statement internal and external operating environment principles and techniques in strategic planning |
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. | |
Mission statements may be: | formal informal communicated verbally communicated in writing. |
Team members and management may include: | people with varying degrees of language and literacy people from a range of cultural, social and ethnic backgrounds people with a range of responsibilities and job descriptions. |
Store policy and procedures in regard to: | strategic planning |
Strategies and objectives may relate to: | technology time management standards of work quality quantity human relations, personal development legal issues internal and external operating environments implementation of policy and procedures development and communication of ideas development of product and service provision problem solving financial control and accounting profits management systems inventory control loss prevention. |
Store mission and values may include: | customer relationships supplier relationships legal requirements WHS equal opportunity ethics employment human relations training environment. |
Constraints upon objectives may include: | internal considerations external considerations. |
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 |
|---|---|---|---|
| Communicate mission statement, according to store’s stated purpose and values. | |||
| Interpret mission statement in active consultation with team members and management. | |||
| Develop objectives and targets after active consultation with team members and management according to store policy and procedures. | |||
| Ensure strategies and objectives accurately reflect the overall store mission and values. | |||
| Ensure strategies and objectives are attainable, cost-efficient and realistic within a designated timeframe and allow for continuous improvement planning. | |||
| Ensure strategies and objectives contain sufficient detail to allow development of specific projects. | |||
| Clearly acknowledge constraints upon objectives. | |||
| Develop, evaluate and implement action plans according to store policy and procedures. | |||
| Ensure action plans contain, clear, comprehensive and concise details. | |||
| Ensure action plans take account of appropriate operational and other relevant considerations. | |||
| Ensure proposals identify targets, standards and implementation methods. |
Forms
Assessment Cover Sheet
SIRXMGT005A - Set strategic plans
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Assessment Record Sheet
SIRXMGT005A - Set strategic plans
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