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

BSBGOV503 Mapping and Delivery Guide
Conduct organisational strategic planning

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency BSBGOV503 - Conduct organisational strategic planning
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to plan and conduct organisational strategic processes. It includes arranging board or committee strategic planning procedures, which incorporate rules, legislation, regulations and codes of practice relevant to the organisation.It applies to individuals responsible for monitoring, guiding and undertaking decision making activities as members of committees or boards of governance.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.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical committee or board of governance activities and include access to:

examples of strategic planning documentation.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
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: 1. Establish the organisation's strategic planning process
  • 1.1 Discuss the organisation's strategic planning needs with other board or committee members
  • Allocate appropriate resources to undertake strategic planning
       
Element: 2. Develop and review the organisation's values,vision and purpose
  • Consult other board and/or committee members, management, staff and/or key stakeholders regarding the values, vision and purpose of the organisation
  • Obtain board or committee endorsement for the agreed organisational values, vision and purpose
  • Document organisational values, vision, purpose and objectives and the processes undertaken
       
Element: Establish strategies to meet organisational objectives
  • 3.1 Identify and analyse stakeholder aspirations, interests and needs and review the organisation's previous plans, in the case of an existing organisation
  • Analyse internal and external factors such as changing government policy; economic, social and political issues; and provisions of federal, state/terrritory legislation and funding body requirements that might affect the organisation
  • Identify and analyse relevant economic and/or political trends and the potential for strategic alliances and/or partnerships
  • Develop and agree on achievable strategies to meet objectives, with other board or committee members, seeking advice from experts when necessary
  • Develop key performance indicators or targets, timelines and reporting requirements for the strategic planning period with other board or committee members
  • Provide guidance on operational processes that need to be put in place to ensure that organisational strategies are followed and document factors that may affect achievement of objectives and targets
       
Element: Monitor and evaluate organisational performance
  • Monitor and evaluate progress reports against the plan to identify progress towards key performance indicators or targets, timeliness and performance gaps
  • Review and revise strategic objectives and strategies with other board or committee members where necessary and document organisational performance for the agreed strategic planning period
       
Element: Establish the organisation's strategic planning process
  • Discuss the organisation's strategic planning needs with other board or committee members
  • Allocate appropriate resources to undertake strategic planning
       
Element: Develop and review the organisation's values,vision and purpose
  • Consult other board and/or committee members, management, staff and/or key stakeholders regarding the values, vision and purpose of the organisation
  • Obtain board or committee endorsement for the agreed organisational values, vision and purpose
  • Document organisational values, vision, purpose and objectives and the processes undertaken
       


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 the organisation's strategic planning process

1.1 Discuss the organisation's strategic planning needs with other board or committee members

1.2 Allocate appropriate resources to undertake strategic planning

2. Develop and review the organisation's values,vision and purpose

2.1 Consult other board and/or committee members, management, staff and/or key stakeholders regarding the values, vision and purpose of the organisation

2.2 Obtain board or committee endorsement for the agreed organisational values, vision and purpose

2.3 Document organisational values, vision, purpose and objectives and the processes undertaken

3. Establish strategies to meet organisational objectives

3.1 Identify and analyse stakeholder aspirations, interests and needs and review the organisation's previous plans, in the case of an existing organisation

3.2 Analyse internal and external factors such as changing government policy; economic, social and political issues; and provisions of federal, state/terrritory legislation and funding body requirements that might affect the organisation

3.3 Identify and analyse relevant economic and/or political trends and the potential for strategic alliances and/or partnerships

3.4 Develop and agree on achievable strategies to meet objectives, with other board or committee members, seeking advice from experts when necessary

3.5 Develop key performance indicators or targets, timelines and reporting requirements for the strategic planning period with other board or committee members

3.6 Provide guidance on operational processes that need to be put in place to ensure that organisational strategies are followed and document factors that may affect achievement of objectives and targets

4. Monitor and evaluate organisational performance

4.1 Monitor and evaluate progress reports against the plan to identify progress towards key performance indicators or targets, timeliness and performance gaps

4.2 Review and revise strategic objectives and strategies with other board or committee members where necessary and document organisational performance for the agreed strategic planning period

Evidence of the ability to:

communicate and negotiate to work cooperatively with:

other board or committee members

management and/or staff of the organisation

key stakeholders

evaluate the progress of the strategic plan and analyse:

organisational values, vision, purpose, objectives and key performance indicators and targets

economic and/or political trends relevant to the organisation

potential for strategic alliances and/or partnerships

stakeholder aspirations, interests and needs

monitor operational processes to ensure organisational objectives and targets are met

document organisational performance for the agreed strategic planning period.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

discuss the roles and responsibilities of board or committee and management in strategic planning

explain geographic, social, economic and political contexts in which relevant organisations operate and how these may impact upon strategic planning

explain the principles and components of the strategic planning cycle

discuss organisational policies and procedures relevant to strategic planning

list provisions of federal, state or territory legislation and funding body requirements that may influence decision making

list resources required to undertake strategic planning.

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 the organisation's strategic planning process

1.1 Discuss the organisation's strategic planning needs with other board or committee members

1.2 Allocate appropriate resources to undertake strategic planning

2. Develop and review the organisation's values,vision and purpose

2.1 Consult other board and/or committee members, management, staff and/or key stakeholders regarding the values, vision and purpose of the organisation

2.2 Obtain board or committee endorsement for the agreed organisational values, vision and purpose

2.3 Document organisational values, vision, purpose and objectives and the processes undertaken

3. Establish strategies to meet organisational objectives

3.1 Identify and analyse stakeholder aspirations, interests and needs and review the organisation's previous plans, in the case of an existing organisation

3.2 Analyse internal and external factors such as changing government policy; economic, social and political issues; and provisions of federal, state/terrritory legislation and funding body requirements that might affect the organisation

3.3 Identify and analyse relevant economic and/or political trends and the potential for strategic alliances and/or partnerships

3.4 Develop and agree on achievable strategies to meet objectives, with other board or committee members, seeking advice from experts when necessary

3.5 Develop key performance indicators or targets, timelines and reporting requirements for the strategic planning period with other board or committee members

3.6 Provide guidance on operational processes that need to be put in place to ensure that organisational strategies are followed and document factors that may affect achievement of objectives and targets

4. Monitor and evaluate organisational performance

4.1 Monitor and evaluate progress reports against the plan to identify progress towards key performance indicators or targets, timeliness and performance gaps

4.2 Review and revise strategic objectives and strategies with other board or committee members where necessary and document organisational performance for the agreed strategic planning period

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
1.1 Discuss the organisation's strategic planning needs with other board or committee members 
Allocate appropriate resources to undertake strategic planning 
Consult other board and/or committee members, management, staff and/or key stakeholders regarding the values, vision and purpose of the organisation 
Obtain board or committee endorsement for the agreed organisational values, vision and purpose 
Document organisational values, vision, purpose and objectives and the processes undertaken 
3.1 Identify and analyse stakeholder aspirations, interests and needs and review the organisation's previous plans, in the case of an existing organisation 
Analyse internal and external factors such as changing government policy; economic, social and political issues; and provisions of federal, state/terrritory legislation and funding body requirements that might affect the organisation 
Identify and analyse relevant economic and/or political trends and the potential for strategic alliances and/or partnerships 
Develop and agree on achievable strategies to meet objectives, with other board or committee members, seeking advice from experts when necessary 
Develop key performance indicators or targets, timelines and reporting requirements for the strategic planning period with other board or committee members 
Provide guidance on operational processes that need to be put in place to ensure that organisational strategies are followed and document factors that may affect achievement of objectives and targets 
Monitor and evaluate progress reports against the plan to identify progress towards key performance indicators or targets, timeliness and performance gaps 
Review and revise strategic objectives and strategies with other board or committee members where necessary and document organisational performance for the agreed strategic planning period 
Discuss the organisation's strategic planning needs with other board or committee members 
Allocate appropriate resources to undertake strategic planning 
Consult other board and/or committee members, management, staff and/or key stakeholders regarding the values, vision and purpose of the organisation 
Obtain board or committee endorsement for the agreed organisational values, vision and purpose 
Document organisational values, vision, purpose and objectives and the processes undertaken 

Forms

Assessment Cover Sheet

BSBGOV503 - Conduct organisational strategic planning
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBGOV503 - Conduct organisational strategic planning

Student name:

Student ID:

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

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: