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Elements and Performance Criteria

Required Skills

This section describes the essential skills and knowledge and their level required for this unit

The following skills must be assessed as part of this unit

research skills to source and analyse a broad range of information on varying issues from multiple sources

problemsolving and contingency management skills to address a broad range of operational issues at a management level

planning and organisational skills to implement and monitor the operational plan

literacy skills to interpret and develop documents dealing with complex issues and ideas

communication skills to consult colleagues through clear and direct communication

numeracy skills to develop and monitor financial aspects of the operational plan

The following knowledge must be assessed as part of this unit

key planning concepts and techniques including the structure of plans and steps in the planning process

current internal and external environments that impact on planning within the organisation or industry sector

typical issues that arise in the implementation of plans and strategies to address these

legal issues appropriate to the industry sector that affect organisation operations

Evidence Required

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 TrainingPackage

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential

ability to develop an operational plan for a specific workplace context that identifies current and relevant industry and organisation issues and includes clear action plans and evaluation mechanisms

management skills demonstrated through effective implementation of the plan including the ability to respond to changing circumstances encountered in the implementation phase

knowledge and understanding of current legal issues and industry issues affecting general operations within the sector

project or work activities conducted over an operationally realistic period of time so that the planning evaluation and monitoring aspects of this unit can be assessed

Context of and specific resources for assessment

Assessment must ensure

involvement of multiple stakeholders to ensure consultation processes are included

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

evaluation of a plan prepared by the candidate as well as an evaluation of the implementation and evaluation phase to assess ongoing monitoring

evaluation of reports prepared by the candidate detailing the plan how the planning process was undertaken the ways in which implementation and evaluation of the plan were carried out and the lessons learned to inform future project planning

review of portfolios of evidence and thirdparty workplace reports of onthejob performance by the candidate

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended

Assessing employability skills

Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors How these skills are applied varies between occupations and qualifications due to the different work functions and contexts

Employability skills embedded in this unit should be assessed holistically with other relevant units that make up the skill set or qualification and in the context of the job role

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 in the performance criteria is detailed below.

Operational planning needs may relate to any plan required to support day-to-day workplace operations, such as:	introduction of a new product staff reorganisation impacts of marketing initiatives or campaigns office relocation or refurbishment upgrading of facilities changes in work practices or procedures business expansion or contraction introduction of new systems.

Internal and externalfactors to be analysed may include:	capabilities and resources, including: human resources financial resources equipment capacity staff skill levels hours of operation communication capabilities location and position trends and developments in the marketplace, including: economic ecological and environmental government activities social and cultural demographic technological industrial comparative market information, including: best practice information benchmarking competitor information legal and ethical constraints, including: legislation regulation codes of practice cultural expectations and influences social responsibilities, such as protection of children and environmental issues.

Resource strategies may relate to:	human financial physical.

Administrative framework and systems may include:	dedicating staff to the planned initiative establishing communication protocols developing supporting documentation or resources regular meetings about the initiative.

Appropriate colleagues may include:	team members suppliers other management staff in other departments staff in external organisations.

Evaluation systems may be qualitative or quantitative and may relate to:	sales figures and targets occupancy levels customer or staff feedback productivity gains.

Support and assistance may include:	informal coaching and feedback making additional resources available formal training opportunities representing colleagues in the wider environment ensuring effective internal and external communication.