LGADMIN525A - Undertake business planning Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
LGADMIN525A Mapping and Delivery Guide Undertake business planning
Version 1.0 Issue Date: April 2024
Qualification
-
Unit of Competency
LGADMIN525A - Undertake business planning
Description
This unit covers undertaking business planning for a unit or functional area within the organization. The unit specifically looks at research tools that underpin business planning, including the use of statistics. It covers identifying priorities, using different types of planning strategies, identifying environmental sustainability issues, managing growth and incorporating triple bottom line.
Employability Skills
This unit contains employability skills.
Learning Outcomes and Application
This unit supports the attainment of skills and knowledge required for competent workplace performance in councils of all sizes. Knowledge of the legislation and regulations within which councils must operate is essential. The unique nature of councils, as a tier of government directed by elected members and reflecting the needs of local communities, must be appropriately reflected.
Duration and Setting
X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
Not applicable.
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: Undertake research on business planning
Types of representations of statistical data are identified and analysed for appropriateness of purpose against organisational needs.
Trends and patterns from statistical data are identified and analysed to inform business planning.
Interpreted data is used to identify issues for consideration in business planning.
A range of planning strategies are identified and analysed for appropriateness to the unit and/or organisation.
Element: Determine scope of required planning
Research is undertaken to identify issues relevant to the unit, including sustainability issues.
Opportunities for growth are investigated and identified.
Factors relevant to the organisation's vision and strategic plan are considered.
Analysis of all issues is undertaken and priorities are determined.
Risk management strategies are identified as part of the planning process.
A range of planning strategies are investigated and analysed to determine appropriate strategy to adopt.
Element: Develop a business plan
Organisation vision, mission and purpose are confirmed and in line with identified business growth opportunity.
Appropriate research is undertaken to ensure all relevant issues are considered, including environment, finance, safety and other areas of impact and opportunity.
The business plan demonstrates analysis of community needs, resources and legal requirements in accordance with organisational goals.
Triple bottom line reporting issues are identified and considered in the development of business plan.
Element: Develop operational strategies to meet identified business planning and potential growth
Performance measures, operational targets and quality assurance issues are developed to conform to business plan.
Structured approach to innovation, including the use of existing or emerging technologies, is developed to respond to changing community and unit or area requirements.
Key performance indicators and targets are identified and used to monitor client satisfaction and unit or area performance.
Business plan is clearly communicated and promoted to relevant stakeholders and staff to ensure understanding and support.
Appropriate structures are designed, redesigned and implemented to optimise achievement of unit or area goals and stakeholder expectations.
Processes are developed to ensure that ongoing evaluation of the planning process is conducted.
Element: Undertake research on business planning
Types of representations of statistical data are identified and analysed for appropriateness of purpose against organisational needs.
Trends and patterns from statistical data are identified and analysed to inform business planning.
Interpreted data is used to identify issues for consideration in business planning.
A range of planning strategies are identified and analysed for appropriateness to the unit and/or organisation.
Element: Determine scope of required planning
Research is undertaken to identify issues relevant to the unit, including sustainability issues.
Opportunities for growth are investigated and identified.
Factors relevant to the organisation's vision and strategic plan are considered.
Analysis of all issues is undertaken and priorities are determined.
Risk management strategies are identified as part of the planning process.
A range of planning strategies are investigated and analysed to determine appropriate strategy to adopt.
Element: Develop a business plan
Organisation vision, mission and purpose are confirmed and in line with identified business growth opportunity.
Appropriate research is undertaken to ensure all relevant issues are considered, including environment, finance, safety and other areas of impact and opportunity.
The business plan demonstrates analysis of community needs, resources and legal requirements in accordance with organisational goals.
Triple bottom line reporting issues are identified and considered in the development of business plan.
Element: Develop operational strategies to meet identified business planning and potential growth
Performance measures, operational targets and quality assurance issues are developed to conform to business plan.
Structured approach to innovation, including the use of existing or emerging technologies, is developed to respond to changing community and unit or area requirements.
Key performance indicators and targets are identified and used to monitor client satisfaction and unit or area performance.
Business plan is clearly communicated and promoted to relevant stakeholders and staff to ensure understanding and support.
Appropriate structures are designed, redesigned and implemented to optimise achievement of unit or area goals and stakeholder expectations.
Processes are developed to ensure that ongoing evaluation of the planning process is conducted.
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.
Overview of assessment requirements
A person who demonstrates competency in this unit will be able to perform the outcomes described in the Elements to the required performance level detailed in the Performance Criteria. The knowledge and skill requirements described in the Range Statement must also be demonstrated. For example, knowledge of the legislative framework and safe work practices that underpin the performance of the unit are also required to be demonstrated.
Critical aspects of evidence to be considered
The demonstrated ability to:
undertake appropriate, detailed and thorough research using a range of techniques to evaluate the organisation's own capabilities and the environment in which the organisation and unit or area is operating
develop or restate the organisation's strategic direction in a clear and unequivocal manner based on the analysis undertaken
contribute to the development of business plans that minimise environmental impacts and maximise opportunities within the organisation, unit or area
manage and promote the business plan within the organisation, unit or area
Context of assessment
Competency is demonstrated by performance of all stated criteria, with particular attention to the critical aspects and the knowledge and skills elaborated in the Evidence Guide, and within the scope of the Range Statement.
Assessment must take account of the endorsed Assessment Guidelines in the Local Government Training Package.
Assessment of the performance requirements in this unit should be undertaken in an actual workplace or simulated environment.
Assessment should reinforce the integration of the key competencies for the particular AQF level. Refer to the key competency levels at the end of this unit.
Relationship to other units(prerequisite or co-requisite units)
To enable holistic assessment this unit may be assessed with other units that form part of the job role.
Method of assessment
The following assessment methods are suggested:
observation of the learner performing a range of workplace tasks over sufficient time to demonstrate handling of a range of contingencies
written and/or oral questioning to assess knowledge and understanding
completion of workplace documentation
third-party reports from experienced practitioners
completion of self-paced learning materials including personal reflection and feedback from trainer, coach or supervisor
Evidence required for demonstration of consistent performance
Evidence should be collected over a set period of time that is sufficient to include dealings with an appropriate range and variety of situations.
Resource implications
The learner and trainer should have access to appropriate documentation and resources normally used in the workplace.
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.
This describes the essential skills and knowledge and their level, required for this unit
Required Skills
communication
consultation
conflict management
analytical
problem solving
research
evaluative
ability to collate and interpret statistical data, including trend analysis
risk management
cost-benefit analysis
strategic thinking
negotiation
Required Knowledge
strategic planning principles and approaches
organisational development and management
quality assurance
data collection methodologies
statistical interpretation and analysis
relevant legislation that affects business operation
purpose, mission and values of the organisation
external environment, including social, political, economic and technological developments
concept of sustained competitive advantage
consultative processes and methods
organisational change processes
organisational design processes
legislation, codes and by-laws relevant to the organisation's operations
business planning concepts
environment sustainability as a whole system approach
environmental issues
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.
Relevant stakeholders may include:
clients
employees
government and government agencies
suppliers of resources
community
management
funding bodies
Ecologically sustainable development issues may include:
waste minimisation and recycling
emissions and spills
resource efficiency including water and energy
alternative energy sources
reduction in use of non-renewable resources
Opportunities may include:
corporate image and corporate citizenship
staff morale
cost reduction
identification of market potential
product differentiation and branding
Business plan may include:
mission, goals and objectives
strategies for achieving goals
work plans
income and expenditure statement
cash flow forecast
quality assurance mechanisms
performance measures
Information may include:
research into the environment
research into client needs
resource requirements
interests of key stakeholders
business viability
Statistical data may include:
current financial state of the organisation
current financial state of the unit or area
financial performance to date
review of financial inputs required, including sources of funding and finance
projections of likely financial results
budgeting
risks and measures to manage or minimise risks
forms of finance including working capital, fixed capital, debt and equity capital
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
Types of representations of statistical data are identified and analysed for appropriateness of purpose against organisational needs.
Trends and patterns from statistical data are identified and analysed to inform business planning.
Interpreted data is used to identify issues for consideration in business planning.
A range of planning strategies are identified and analysed for appropriateness to the unit and/or organisation.
Research is undertaken to identify issues relevant to the unit, including sustainability issues.
Opportunities for growth are investigated and identified.
Factors relevant to the organisation's vision and strategic plan are considered.
Analysis of all issues is undertaken and priorities are determined.
Risk management strategies are identified as part of the planning process.
A range of planning strategies are investigated and analysed to determine appropriate strategy to adopt.
Organisation vision, mission and purpose are confirmed and in line with identified business growth opportunity.
Appropriate research is undertaken to ensure all relevant issues are considered, including environment, finance, safety and other areas of impact and opportunity.
The business plan demonstrates analysis of community needs, resources and legal requirements in accordance with organisational goals.
Triple bottom line reporting issues are identified and considered in the development of business plan.
Performance measures, operational targets and quality assurance issues are developed to conform to business plan.
Structured approach to innovation, including the use of existing or emerging technologies, is developed to respond to changing community and unit or area requirements.
Key performance indicators and targets are identified and used to monitor client satisfaction and unit or area performance.
Business plan is clearly communicated and promoted to relevant stakeholders and staff to ensure understanding and support.
Appropriate structures are designed, redesigned and implemented to optimise achievement of unit or area goals and stakeholder expectations.
Processes are developed to ensure that ongoing evaluation of the planning process is conducted.
Types of representations of statistical data are identified and analysed for appropriateness of purpose against organisational needs.
Trends and patterns from statistical data are identified and analysed to inform business planning.
Interpreted data is used to identify issues for consideration in business planning.
A range of planning strategies are identified and analysed for appropriateness to the unit and/or organisation.
Research is undertaken to identify issues relevant to the unit, including sustainability issues.
Opportunities for growth are investigated and identified.
Factors relevant to the organisation's vision and strategic plan are considered.
Analysis of all issues is undertaken and priorities are determined.
Risk management strategies are identified as part of the planning process.
A range of planning strategies are investigated and analysed to determine appropriate strategy to adopt.
Organisation vision, mission and purpose are confirmed and in line with identified business growth opportunity.
Appropriate research is undertaken to ensure all relevant issues are considered, including environment, finance, safety and other areas of impact and opportunity.
The business plan demonstrates analysis of community needs, resources and legal requirements in accordance with organisational goals.
Triple bottom line reporting issues are identified and considered in the development of business plan.
Performance measures, operational targets and quality assurance issues are developed to conform to business plan.
Structured approach to innovation, including the use of existing or emerging technologies, is developed to respond to changing community and unit or area requirements.
Key performance indicators and targets are identified and used to monitor client satisfaction and unit or area performance.
Business plan is clearly communicated and promoted to relevant stakeholders and staff to ensure understanding and support.
Appropriate structures are designed, redesigned and implemented to optimise achievement of unit or area goals and stakeholder expectations.
Processes are developed to ensure that ongoing evaluation of the planning process is conducted.
Forms
Assessment Cover Sheet
LGADMIN525A - Undertake business 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
LGADMIN525A - Undertake business 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