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Elements and Performance Criteria

1. Develop and communicate mission and vision statement
   • Develop a mission statement for the organisation that states the purpose, values and business activities
   • Develop a vision statement for the organisation that describes its future operation and success
   • Develop the mission and vision statements in active consultation with team members and management
   • Document mission and vision statements
   • Communicate mission and vision statement to stakeholders and other authorities in the organisation
2. Examine organisational environment
   • Assess the current internal situation of the organisation, taking into account its strengths and weaknesses
   • Assess the external environment of the organisation, taking into account opportunities and threats
   • Determine trends and developments impacting on the strategic direction of organisation
   • Determine critical issues facing the organisation
   • Document strengths, weaknesses, opportunities, threats and critical issues facing the organisation in the strategic plan
3. Set objectives and targets
   • Use critical issues to develop objectives and targets for the organisation after active consultation with team members and management
   • Develop strategies that meet organisational objectives and reflect overall organisational mission and values
   • Ensure strategies are obtainable, realistic and able to meet basic mission critical parameters
   • Determine constraints associated with the strategies and objectives developed
   • Include strategies, objectives and constraints in strategic plan documentation
4. Develop action plans
   • Develop action plans for the strategies and objectives in consultation with team members and management
   • Check that action plans have clear, comprehensive and concise details
   • Check that action plans are adhered to
   • Include action plans in strategic plan documentation
5. Review and implement strategic plan
   • Review strategic plan with stakeholders and management
   • Incorporate changes and improvements as recommended
   • Implement action plans as set out in the strategic plan
   • Review and evaluate success of strategic plan after action plans have been implemented

Required Skills

Required skills

analytical skills to assess

opportunities and threats to the organisation

strengths and weaknesses of the organisation

communication skills to

facilitate groups to collect information and gain consensus when developing mission statements strategies objectives and targets

liaise with development team sponsors and users

literacy skills to

develop action plans

document strategies objectives and constraints

planning and timemanagement skills to develop and implement strategic plan

problemsolving skills to address and analyse specific customer requirements

research skills to

identify critical issues facing the organisation

identify trends and developments

technical skills to

develop objectives and targets for the organisation

use forecasting techniques for planning purposes particularly for evaluating internal and external operating environments related to current and future IT requirements

Required knowledge

analysis and planning approaches to technical problems and management requirements relating to

network and IT security guidelines of the organisation

organisational values and purpose

developing action plans

monitoring strategic directions

setting objectives and targets

hardware platform used by the organisation

broad knowledge of technology and product directions for evaluating and forecasting vendor and technology trends

methods for evaluating

current system functionality to forecast for planning particularly with regard to IT trends and developments

internal and external operating environments to forecast for planning

operating systems supported by the organisation to forecast for planning

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 develop mission and vision statements in consultation with team members and management evaluate and document strengths weaknesses opportunities threats and critical issues facing the organisation develop strategic directions and action plans determined by the strategic alignment of IT directions with organisational goals review strategic plan and incorporate changes and improvements implement action plans evaluate strategic plans following implementation
Context of and specific resources for assessment	Assessment must ensure access to detailed information relating to business strategic plan budget and time constraints business objectives business risks information on a range of IT business solutions outcomes of the businessanalysis process appropriate learning and assessment support when required modified equipment 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 direct observation of candidate undertaking strategic planning tasks review of data gathered reports and project plans prepared for developing the action and strategic plans verbal or written questioning to assess knowledge of planning approaches to technical problems
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.

Stakeholders may include:	development team project team sponsors users.
Strategic plan may relate to:	components from separate disciplines: human resources IT organisational strategic plan stand-alone document.
Documentation may follow:	audit trails International Organization for Standardization (ISO), International Electrotechnical Commission (IEC) and Australian Standards (AS) standards naming standards project management templates report writing principles version control.
Action plans may relate to:	operational aspects financial aspects human relations internal and external operating environments legal aspects risks.

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