Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

BSBATSIL511 Mapping and Delivery Guide
Lead the organisation’s strategic planning cycle

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency BSBATSIL511 - Lead the organisation’s strategic planning cycle
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to lead the strategic planning process of an organisation, and assist board members develop and implement a strategic planning cycle.It applies to individuals responsible for planning, monitoring and guiding the activities of the organisation.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Establish strategic planning process
  • Agree to a documented strategic planning process with other board members
  • Identify and allocate resources to undertake strategic planning
       
Element: Develop and review organisation’s values, vision and purpose
  • Consult board members, management, staff, community and key stakeholders on values, vision and purpose of the organisation
  • Identify agreed values, vision and purpose of the organisation with other board members
  • Ensure organisation’s values, vision and purpose are documented and endorsed by the board
       
Element: Analyse internal and external factors that could impact on organisation’s strategic plan
  • Review and evaluate the previous strategic plan
  • Identify and analyse community aspirations, interests and needs
  • Identify and analyse changing government policy and funding that might affect the organisation
  • Identify and analyse emerging and predicted trends
  • Identify and analyse potential for strategic alliances and partnerships
  • Seek advice from appropriate experts when necessary
       
Element: Establish strategic objectives and strategies
  • Develop and agree on strategies and SMART objectives with other board members, consistent with outcomes of research and analysis undertaken
  • Ensure objectives and strategies are achievable and benchmarked against industry and community standards
  • Identify and document factors that may affect achievement of objectives
       
Element: Monitor and evaluate strategic performance
  • Develop an implementation plan with other board members identifying targets, key performance indicators, performance standards, timelines and reporting requirements for the strategic planning period
  • Monitor and evaluate progress reports against the plan to identify successes and performance gaps
  • Review and revise strategic objectives and strategies with other board members where necessary
       
Element: Develop and review organisation’s values, vision and purpose
  • Consult board members, management, staff, community and key stakeholders on values, vision and purpose of the organisation
  • Identify agreed values, vision and purpose of the organisation with other board members
  • Ensure organisation’s values, vision and purpose are documented and endorsed by the board
       
Element: Analyse internal and external factors that could impact on organisation’s strategic plan
  • Review and evaluate the previous strategic plan
  • Identify and analyse community aspirations, interests and needs
  • Identify and analyse changing government policy and funding that might affect the organisation
  • Identify and analyse emerging and predicted trends
  • Identify and analyse potential for strategic alliances and partnerships
  • Seek advice from appropriate experts when necessary
       


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Establish strategic planning process

1.1 Agree to a documented strategic planning process with other board members

1.2 Identify and allocate resources to undertake strategic planning

2 Develop and review organisation’s values, vision and purpose

2.1 Consult board members, management, staff, community and key stakeholders on values, vision and purpose of the organisation

2.2 Identify agreed values, vision and purpose of the organisation with other board members

2.3 Ensure organisation’s values, vision and purpose are documented and endorsed by the board

3 Analyse internal and external factors that could impact on organisation’s strategic plan

3.1 Review and evaluate the previous strategic plan

3.2 Identify and analyse community aspirations, interests and needs

3.3 Identify and analyse changing government policy and funding that might affect the organisation

3.4 Identify and analyse emerging and predicted trends

3.5 Identify and analyse potential for strategic alliances and partnerships

3.6 Seek advice from appropriate experts when necessary

4 Establish strategic objectives and strategies

4.1 Develop and agree on strategies and SMART objectives with other board members, consistent with outcomes of research and analysis undertaken

4.2 Ensure objectives and strategies are achievable and benchmarked against industry and community standards

4.3 Identify and document factors that may affect achievement of objectives

5 Monitor and evaluate strategic performance

5.1 Develop an implementation plan with other board members identifying targets, key performance indicators, performance standards, timelines and reporting requirements for the strategic planning period

5.2 Monitor and evaluate progress reports against the plan to identify successes and performance gaps

5.3 Review and revise strategic objectives and strategies with other board members where necessary

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Establish strategic planning process

1.1 Agree to a documented strategic planning process with other board members

1.2 Identify and allocate resources to undertake strategic planning

2 Develop and review organisation’s values, vision and purpose

2.1 Consult board members, management, staff, community and key stakeholders on values, vision and purpose of the organisation

2.2 Identify agreed values, vision and purpose of the organisation with other board members

2.3 Ensure organisation’s values, vision and purpose are documented and endorsed by the board

3 Analyse internal and external factors that could impact on organisation’s strategic plan

3.1 Review and evaluate the previous strategic plan

3.2 Identify and analyse community aspirations, interests and needs

3.3 Identify and analyse changing government policy and funding that might affect the organisation

3.4 Identify and analyse emerging and predicted trends

3.5 Identify and analyse potential for strategic alliances and partnerships

3.6 Seek advice from appropriate experts when necessary

4 Establish strategic objectives and strategies

4.1 Develop and agree on strategies and SMART objectives with other board members, consistent with outcomes of research and analysis undertaken

4.2 Ensure objectives and strategies are achievable and benchmarked against industry and community standards

4.3 Identify and document factors that may affect achievement of objectives

5 Monitor and evaluate strategic performance

5.1 Develop an implementation plan with other board members identifying targets, key performance indicators, performance standards, timelines and reporting requirements for the strategic planning period

5.2 Monitor and evaluate progress reports against the plan to identify successes and performance gaps

5.3 Review and revise strategic objectives and strategies with other board members where necessary

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Agree to a documented strategic planning process with other board members 
Identify and allocate resources to undertake strategic planning 
Consult board members, management, staff, community and key stakeholders on values, vision and purpose of the organisation 
Identify agreed values, vision and purpose of the organisation with other board members 
Ensure organisation’s values, vision and purpose are documented and endorsed by the board 
Review and evaluate the previous strategic plan 
Identify and analyse community aspirations, interests and needs 
Identify and analyse changing government policy and funding that might affect the organisation 
Identify and analyse emerging and predicted trends 
Identify and analyse potential for strategic alliances and partnerships 
Seek advice from appropriate experts when necessary 
Develop and agree on strategies and SMART objectives with other board members, consistent with outcomes of research and analysis undertaken 
Ensure objectives and strategies are achievable and benchmarked against industry and community standards 
Identify and document factors that may affect achievement of objectives 
Develop an implementation plan with other board members identifying targets, key performance indicators, performance standards, timelines and reporting requirements for the strategic planning period 
Monitor and evaluate progress reports against the plan to identify successes and performance gaps 
Review and revise strategic objectives and strategies with other board members where necessary 
Consult board members, management, staff, community and key stakeholders on values, vision and purpose of the organisation 
Identify agreed values, vision and purpose of the organisation with other board members 
Ensure organisation’s values, vision and purpose are documented and endorsed by the board 
Review and evaluate the previous strategic plan 
Identify and analyse community aspirations, interests and needs 
Identify and analyse changing government policy and funding that might affect the organisation 
Identify and analyse emerging and predicted trends 
Identify and analyse potential for strategic alliances and partnerships 
Seek advice from appropriate experts when necessary 

Forms

Assessment Cover Sheet

BSBATSIL511 - Lead the organisation’s strategic planning cycle
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Assessment Record Sheet

BSBATSIL511 - Lead the organisation’s strategic planning cycle

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Assessment task 1: [title] Result: Competent Not yet competent

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Overall assessment result: Competent Not yet competent

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