Assessor Resource

TLIP5004
Develop a transport and logistics business plan

Assessment tool

Version 1.0
Issue Date: April 2024


This unit involves the skills and knowledge required to develop a business plan for an organisation or a discrete business unit in the transport and logistics industry, in accordance with relevant Australian and international regulatory requirements, standards, codes of practice and workplace procedures.

This includes conducting a situational and market analysis, analysing the organisational environment, developing appropriate strategies, and implementing and evaluating the resulting business plan.

Work is under general guidance on progress and outcomes. It requires discretion and judgement for self and others in planning and using resources, services and processes to achieve required outcomes.

The unit generally applies to those with responsibility for resource coordination and allocation, and who lead individuals or teams.

No licensing, legislative 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)


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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Conduct a situational and market analysis

1.1

Transport and logistics business’s principal services, markets, products and the factors that distinguish the business and contribute to its success are identified

1.2

Transport and logistics business/operating environment is defined and reviewed using information from staff members, customer feedback and external sources

1.3

Qualitative and quantitative market analysis data is documented

1.4

Target markets and relevant regulatory requirements are identified

1.5

Impact of transport and logistics business on market is recorded and projected change in market and/or services during the life of the plan is projected

1.6

Competitors, customer perceptions and market share of existing competitors operating in the transport and logistics industry are identified

1.7

Proposed business focus on specific target markets, pricing, sales and appeals are defined

1.8

Potential profitable opportunities are identified and documented

2

Analyse organisational environment

2.1

Current transport and logistics business operations, practices, work flow, equipment and facilities are analysed

2.2

Organisational capability in terms of technology, research, development and tools is outlined

2.3

Current resources and resources that may be accessed to meet identified opportunities for business operations are evaluated

2.4

Developments in technology predicted within the lifetime of the business plan are evaluated and analysed

2.5

Organisational capability in terms of staff, equipment, facilities, operational systems and financial status are assessed for strengths and weaknesses

2.6

Costs of making operational adjustments in relation to existing and new business to influence improved profitability and positioning are reviewed

2.7

Premises for decisions are documented, potential circumstances which may alter the environment are identified and contingency provisions are made

3

Develop strategies

3.1

Benchmark goals are documented and checked for realism in terms of internal and external environmental factors

3.2

Decisions and adjustments regarding resource allocation for products and services are made, based on external and internal analyses

3.3

Organisational adjustments are documented and implementation strategies are established

3.4

Projections of profit and loss or income statements per quarter until break-even point are constructed for the whole organisation and each cost centre

3.5

Business plan, including performance indicators, is finalised in accordance with enterprise requirements and is circulated to stakeholders

3.6

Questions and feedback from stakeholders are responded to promptly and, where appropriate, incorporated into the plan

4

Implement and evaluate business plan

4.1

Implementation plans for the management of workplaces, staff, business operation and operational systems are monitored and, where required, adjustments to the plans are made

4.2

Current and future marketing strategies and areas of specialisation are detailed and implemented

4.3

Organisational performance in relation to identified performance indicators is regularly monitored and reviewed

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

adapting to differences in equipment in accordance with standard operating procedures

applying relevant legislation and workplace procedures

communicating effectively with others when developing a transport and logistics business plan

completing documentation related to work activities and the development of a transport and logistics business plan

modifying activities to cater for variations in workplace contexts and environment

monitoring work activities in terms of planned schedule

operating electronic communications equipment to required protocol

planning and organising business systems and activities

prioritising work and coordinating self and others in relation to workplace activities

providing leadership and working collaboratively with others when developing a transport and logistics business plan

reading and interpreting business and market data, regulatory requirements and other planning information relevant to the development of a transport and logistics business plan

reporting and/or rectifying identified problems promptly, in accordance with workplace procedures

selecting and applying appropriate technology, information systems and procedures

working systematically with required attention to detail without injury to self or others, or damage to goods or equipment.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

application of current competencies within functional activity

application of relevant Australian and international standards and associated certification requirements

Australian and international regulations, codes of practice and legislative requirements relevant to business operations

equipment applications, capacities, configurations, safety hazards and control

operational competitor and internal business systems, resources, management and workplace operating systems

hazards that may exist in the operation of a transport and logistics business, and ways of controlling the risks involved

market and other external environmental factors including the regulatory environment

organisational strengths and weaknesses including the competencies of individuals in the team/group

problems that may occur during the development of a transport and logistics business plan, and action that can be taken to report or resolve these problems

relevant workplace documentation procedures

resource availability including the competencies of individuals in the team/group

workplace processes for developing a transport and logistics business plan.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Resources for assessment include:

a range of relevant exercises, case studies and/or other simulations

relevant and appropriate materials, tools, equipment and personal protective equipment currently used in industry

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals.

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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Conduct a situational and market analysis

1.1

Transport and logistics business’s principal services, markets, products and the factors that distinguish the business and contribute to its success are identified

1.2

Transport and logistics business/operating environment is defined and reviewed using information from staff members, customer feedback and external sources

1.3

Qualitative and quantitative market analysis data is documented

1.4

Target markets and relevant regulatory requirements are identified

1.5

Impact of transport and logistics business on market is recorded and projected change in market and/or services during the life of the plan is projected

1.6

Competitors, customer perceptions and market share of existing competitors operating in the transport and logistics industry are identified

1.7

Proposed business focus on specific target markets, pricing, sales and appeals are defined

1.8

Potential profitable opportunities are identified and documented

2

Analyse organisational environment

2.1

Current transport and logistics business operations, practices, work flow, equipment and facilities are analysed

2.2

Organisational capability in terms of technology, research, development and tools is outlined

2.3

Current resources and resources that may be accessed to meet identified opportunities for business operations are evaluated

2.4

Developments in technology predicted within the lifetime of the business plan are evaluated and analysed

2.5

Organisational capability in terms of staff, equipment, facilities, operational systems and financial status are assessed for strengths and weaknesses

2.6

Costs of making operational adjustments in relation to existing and new business to influence improved profitability and positioning are reviewed

2.7

Premises for decisions are documented, potential circumstances which may alter the environment are identified and contingency provisions are made

3

Develop strategies

3.1

Benchmark goals are documented and checked for realism in terms of internal and external environmental factors

3.2

Decisions and adjustments regarding resource allocation for products and services are made, based on external and internal analyses

3.3

Organisational adjustments are documented and implementation strategies are established

3.4

Projections of profit and loss or income statements per quarter until break-even point are constructed for the whole organisation and each cost centre

3.5

Business plan, including performance indicators, is finalised in accordance with enterprise requirements and is circulated to stakeholders

3.6

Questions and feedback from stakeholders are responded to promptly and, where appropriate, incorporated into the plan

4

Implement and evaluate business plan

4.1

Implementation plans for the management of workplaces, staff, business operation and operational systems are monitored and, where required, adjustments to the plans are made

4.2

Current and future marketing strategies and areas of specialisation are detailed and implemented

4.3

Organisational performance in relation to identified performance indicators is regularly monitored and reviewed

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

adapting to differences in equipment in accordance with standard operating procedures

applying relevant legislation and workplace procedures

communicating effectively with others when developing a transport and logistics business plan

completing documentation related to work activities and the development of a transport and logistics business plan

modifying activities to cater for variations in workplace contexts and environment

monitoring work activities in terms of planned schedule

operating electronic communications equipment to required protocol

planning and organising business systems and activities

prioritising work and coordinating self and others in relation to workplace activities

providing leadership and working collaboratively with others when developing a transport and logistics business plan

reading and interpreting business and market data, regulatory requirements and other planning information relevant to the development of a transport and logistics business plan

reporting and/or rectifying identified problems promptly, in accordance with workplace procedures

selecting and applying appropriate technology, information systems and procedures

working systematically with required attention to detail without injury to self or others, or damage to goods or equipment.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

application of current competencies within functional activity

application of relevant Australian and international standards and associated certification requirements

Australian and international regulations, codes of practice and legislative requirements relevant to business operations

equipment applications, capacities, configurations, safety hazards and control

operational competitor and internal business systems, resources, management and workplace operating systems

hazards that may exist in the operation of a transport and logistics business, and ways of controlling the risks involved

market and other external environmental factors including the regulatory environment

organisational strengths and weaknesses including the competencies of individuals in the team/group

problems that may occur during the development of a transport and logistics business plan, and action that can be taken to report or resolve these problems

relevant workplace documentation procedures

resource availability including the competencies of individuals in the team/group

workplace processes for developing a transport and logistics business plan.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Resources for assessment include:

a range of relevant exercises, case studies and/or other simulations

relevant and appropriate materials, tools, equipment and personal protective equipment currently used in industry

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals.

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
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Forms

Assessment Cover Sheet

TLIP5004 - Develop a transport and logistics business plan
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Assessment Record Sheet

TLIP5004 - Develop a transport and logistics business plan

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