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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Plan for strategy
   • Participate in planning committee and clarify roles of people involved in process
   • Participate in identifying issues that planning process should address
   • Identify information that must be collected
2. Investigate the current environment
   • Investigate mission and vision statements of the organisation
   • Investigate current internal and external environment of the organisation
3. Participate in feedback session
   • Identify most important issues facing the organisation, using information gathered
   • Undertake a review session with appropriate persons to confirm issues identified
   • Identify objectives and strategies for the organisation
4. Finalise and validate plan
   • Create a written plan to document mission, vision, issues, objectives and strategies of organisation
   • Submit written plan to appropriate persons for approval
   • Review feedback and make alterations where appropriate

Required Skills

Required skills

analytical skills to interpret analyse and evaluate data

communication skills to liaise with internal and external personnel during negotiation and feedback sessions

literacy skills to

prepare presentation materials in plain English

write a strategic plan including issues and objectives of the organisation

negotiation skills to relate to other team members in a defined range of predictable problems during the analysis process

planning and organisational skills to

confirm that the proposed project will come in on time and within budget

contribute to the identification of business strategy vision goals and objectives

set benchmarks and identify scope

problemsolving skills for problems arising during the development of a strategic plan

research skills to identify analyse and evaluate broad features of a particular business domain

Required knowledge

basic knowledge of

informationgathering techniques

quality assurance practices

components of the business planning process relevant to the development of strategic plans

current business practices in preparing reports particularly for contributing to the development of a strategic plan that identifies

final expected results

details how these results will be achieved

Evidence Required

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 ability to identify criteria and issues for planning process undertake feedback session to identify issues goals and outcomes that meet stakeholder requirements create a written plan documenting objectives and strategies of organisation
Context of and specific resources for assessment	Assessment must ensure access to site and personnel where a strategic business plan may be developed detailed information relating to current needs and project requirements of business client expectations brief business mission vision statements and objectives appropriate learning and assessment support when required Where applicable physical resources should include equipment modified for people with special needs
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 verbal or written questioning to assess candidates knowledge of business planning processes when developing strategic plans direct observation of candidate conducting feedback sessions review of plan prepared by candidate outlining the issues objectives and strategies for the organisation
Guidance information for assessment	Holistic assessment with other units relevant to the industry sector workplace and job role is recommended where appropriate Assessment processes and techniques must be culturally appropriate and suitable to the communication skill level language literacy and numeracy capacity of the candidate and the work being performed Indigenous people and other people from a nonEnglish speaking background may need additional support In cases where practical assessment is used it should be combined with targeted questioning to assess required knowledge

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Range Statement

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.

Information may include:	client user competitors cost constraints environment geography system functionality.
Appropriate persons may include:	authorised business representative client supervisor.
Objectives may be contained in:	business planning document business strategy client expectations brief.

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