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Evidence Guide: AHCBUS603 - Develop and review a strategic plan

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

AHCBUS603 - Develop and review a strategic plan

What evidence can you provide to prove your understanding of each of the following citeria?

Clarify business goals and direction

  1. Evaluate the focus, direction and structure of the enterprise in the development and review of the strategic plan
  2. Assess and identify need for development and change
  3. Identify competitive and collaborative factors
  4. Identify and consider legal obligations and estate considerations
  5. Develop goals and targets consistent with the enterprise
Evaluate the focus, direction and structure of the enterprise in the development and review of the strategic plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess and identify need for development and change

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify competitive and collaborative factors

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and consider legal obligations and estate considerations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop goals and targets consistent with the enterprise

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake strategic analysis

  1. Access data for use in review and development
  2. Assess opportunities to value-add in the distribution chain of commodities and identify competitive implications
  3. Analyse and assess competitive and collaborative opportunities
  4. Assess expansion opportunities for viability and feasibility
  5. Undertake comprehensive analysis of data and information to formulate a viable and realistic strategic plan
Access data for use in review and development

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess opportunities to value-add in the distribution chain of commodities and identify competitive implications

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse and assess competitive and collaborative opportunities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess expansion opportunities for viability and feasibility

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake comprehensive analysis of data and information to formulate a viable and realistic strategic plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and document strategic plan

  1. Ensure performance measures are clear and address all key aspects of enterprise performance
  2. Identify, document and incorporate the implications of the strategic plan for the enterprise
  3. Introduce value adding activities and opportunities
  4. Communicate strategic plan initiatives and desired outcomes
  5. Evaluate strategic performance for gaps and strengths and implement appropriate remedial action
Ensure performance measures are clear and address all key aspects of enterprise performance

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify, document and incorporate the implications of the strategic plan for the enterprise

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Introduce value adding activities and opportunities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communicate strategic plan initiatives and desired outcomes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate strategic performance for gaps and strengths and implement appropriate remedial action

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

Element

Performance criteria

Elements describe the essential outcomes.

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

1. Clarify business goals and direction

1.1 Evaluate the focus, direction and structure of the enterprise in the development and review of the strategic plan

1.2 Assess and identify need for development and change

1.3 Identify competitive and collaborative factors

1.4 Identify and consider legal obligations and estate considerations

1.5 Develop goals and targets consistent with the enterprise

2. Undertake strategic analysis

2.1 Access data for use in review and development

2.2 Assess opportunities to value-add in the distribution chain of commodities and identify competitive implications

2.3 Analyse and assess competitive and collaborative opportunities

2.4 Assess expansion opportunities for viability and feasibility

2.5 Undertake comprehensive analysis of data and information to formulate a viable and realistic strategic plan

3. Develop and document strategic plan

3.1 Ensure performance measures are clear and address all key aspects of enterprise performance

3.2 Identify, document and incorporate the implications of the strategic plan for the enterprise

3.3 Introduce value adding activities and opportunities

3.4 Communicate strategic plan initiatives and desired outcomes

3.5 Evaluate strategic performance for gaps and strengths and implement appropriate remedial action

Required Skills and Knowledge

Element

Performance criteria

Elements describe the essential outcomes.

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

1. Clarify business goals and direction

1.1 Evaluate the focus, direction and structure of the enterprise in the development and review of the strategic plan

1.2 Assess and identify need for development and change

1.3 Identify competitive and collaborative factors

1.4 Identify and consider legal obligations and estate considerations

1.5 Develop goals and targets consistent with the enterprise

2. Undertake strategic analysis

2.1 Access data for use in review and development

2.2 Assess opportunities to value-add in the distribution chain of commodities and identify competitive implications

2.3 Analyse and assess competitive and collaborative opportunities

2.4 Assess expansion opportunities for viability and feasibility

2.5 Undertake comprehensive analysis of data and information to formulate a viable and realistic strategic plan

3. Develop and document strategic plan

3.1 Ensure performance measures are clear and address all key aspects of enterprise performance

3.2 Identify, document and incorporate the implications of the strategic plan for the enterprise

3.3 Introduce value adding activities and opportunities

3.4 Communicate strategic plan initiatives and desired outcomes

3.5 Evaluate strategic performance for gaps and strengths and implement appropriate remedial action

The candidate must be assessed on their ability to integrate and apply the performance requirements of this unit in a workplace setting. Performance must be demonstrated consistently over time and in a suitable range of contexts.

The candidate must provide evidence that they can:

determine the scope and desired business outcomes of the strategic plan

analyse the competitive environment

document performance measures to address all key aspects of enterprise performance

evaluate opportunities and the viability and feasibility of the production, business and marketing plans

document, monitor and review the strategic plan

set the goals and direction for the business

communicate strategic direction.

The candidate must demonstrate knowledge of:

the external environment

market forces

resource availability and accessibility

feasible enterprises and opportunities

business structures

business analysis and forecasting

value adding concepts

strategic planning methodologies

data collection and analysis methods

risk management techniques

legislation and by-laws relevant to the organisations operation and potential expansion

organisational design and change processes.

Range Statement