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Elements and Performance Criteria

  1. Identify market
  2. Existing customers are identified and feedback is sought regarding performance
  3. Improvements are planned to increase service provision
  4. Potential customers are identified and arrangements are made to target potential customers
  5. Set transport and logistics business unit objectives
  6. Goals for the transport and logistics business are identified in accordance with enterprise business plan
  7. Key performance indicators are defined and documented
  8. Strategy to achieve transport and logistics business unit objectives in the short-, medium- and longterm is prepared
  9. Contingency plans are developed for when objectives need to be varied
  10. Collect information for business planning operations
  11. Information on market competitors, potential opportunities and weaknesses of the business is collected, analysed and organised
  12. Available resources are identified taking into account customer needs and business objectives
  13. Establish resources to achieve objectives
  14. Financial flows are planned and scheduled
  15. Information on-costs and resource utilisation is interpreted and budget requirements are identified
  16. Staff and physical resource requirements are identified and costed to meet business requirements
  17. Job profiles are determined and resources are made available for training to meet business objectives
  18. Transport and logistics business unit objectives and related policies and practices are explained to employees
  19. Resource acquisition is managed to ensure business objectives are achieved
  20. Manage business unit performance
  21. Systems and processes are established to assess progress in achieving profit/productivity plans and targets
  22. Systems for resource acquisition and usage are established
  23. Financial information is analysed and interpreted to monitor profit/productivity performance
  24. Systems and processes are monitored to establish whether resources are being used as planned
  25. Problems with resource usage are investigated and rectified
  26. Effective action is taken to reduce costs and enhance value to customers and/or enterprise
  27. Recommendations for variations to operational plans are negotiated and approved by relevant parties
  28. Performance reports are generated in accordance with enterprise procedures

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:

applying relevant legislation and workplace procedures

communicating effectively with others when managing a transport and logistics business unit

completing documentation related to managing a transport and logistics business unit

implementing contingency plans

modifying activities depending on operational contingencies, risk situations and environments

monitoring work activities in terms of planned schedule

operating and adapting to differences in equipment in accordance with standard operating procedures

operating electronic communications equipment to required protocol

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

reading and interpreting operational data, regulatory requirements, market intelligence, finance, budgetary information and business policies relevant to managing a transport and logistics business unit

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

working collaboratively with others when managing a transport and logistics business unit

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


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 unit activities

business policies and priorities

operational work systems, resources, management and workplace operating systems

hazards and risks that may arise when managing a transport and logistics business unit, and ways of controlling the risks involved

information on key competitor operations, strengths and weaknesses

market intelligence relevant to business operations

problems that may occur when managing a transport and logistics business unit, and action that can be taken to report or resolve these problems

quality and customer service standards, policies and procedures

relevant work health and safety (WHS)/occupational health and safety (OHS) and environmental procedures and regulations

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

workplace policies and processes for managing a transport and logistics business unit.