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Elements and Performance Criteria

1. Conduct a situational and market analysis
2. Transport and logistics business’s principal services, markets, products and the factors that distinguish the business and contribute to its success are identified
3. Transport and logistics business/operating environment is defined and reviewed using information from staff members, customer feedback and external sources
4. Qualitative and quantitative market analysis data is documented
5. Target markets and relevant regulatory requirements are identified
6. 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
7. Competitors, customer perceptions and market share of existing competitors operating in the transport and logistics industry are identified
8. Proposed business focus on specific target markets, pricing, sales and appeals are defined
9. Potential profitable opportunities are identified and documented
10. Analyse organisational environment
11. Current transport and logistics business operations, practices, work flow, equipment and facilities are analysed
12. Organisational capability in terms of technology, research, development and tools is outlined
13. Current resources and resources that may be accessed to meet identified opportunities for business operations are evaluated
14. Developments in technology predicted within the lifetime of the business plan are evaluated and analysed
15. Organisational capability in terms of staff, equipment, facilities, operational systems and financial status are assessed for strengths and weaknesses
16. Costs of making operational adjustments in relation to existing and new business to influence improved profitability and positioning are reviewed
17. Premises for decisions are documented, potential circumstances which may alter the environment are identified and contingency provisions are made
18. Develop strategies
19. Benchmark goals are documented and checked for realism in terms of internal and external environmental factors
20. Decisions and adjustments regarding resource allocation for products and services are made, based on external and internal analyses
21. Organisational adjustments are documented and implementation strategies are established
22. Projections of profit and loss or income statements per quarter until break-even point are constructed for the whole organisation and each cost centre
23. Business plan, including performance indicators, is finalised in accordance with enterprise requirements and is circulated to stakeholders
24. Questions and feedback from stakeholders are responded to promptly and, where appropriate, incorporated into the plan
25. Implement and evaluate business plan
26. Implementation plans for the management of workplaces, staff, business operation and operational systems are monitored and, where required, adjustments to the plans are made
27. Current and future marketing strategies and areas of specialisation are detailed and implemented
28. Organisational performance in relation to identified performance indicators is regularly monitored and reviewed

Range Statement

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.

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Performance Evidence

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.

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Knowledge Evidence

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.

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