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Evidence Guide: BSBATSIM416 - Oversee organisational planning

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

 

BSBATSIM416 - Oversee organisational planning

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

Gather relevant planning information

  1. Consult with community to identify needs, issues, visions and interests
  2. Identify people with appropriate expertise both within and outside the organisation who could assist the planning process
  3. Identify and obtain relevant planning information, including the organisation’s current provision of services
  4. Review the effectiveness of this provision in meeting organisational and community needs
Consult with community to identify needs, issues, visions and interests

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify people with appropriate expertise both within and outside the organisation who could assist the planning process

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and obtain relevant planning information, including the organisation’s current provision of services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review the effectiveness of this provision in meeting organisational and community needs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Set directions for planning

  1. Work with board members to set or review the vision, goals and objectives of the organisation
  2. Seek support of internal or external experts if required
  3. Analyse and use information to make planning decisions
  4. Identify type of planning activity required to meet needs of the organisation
  5. Identify key purpose and essential components of the planning activity
  6. Clarify roles of board, management and staff in the planning activity
Work with board members to set or review the vision, goals and objectives of the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek support of internal or external experts if required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse and use information to make planning decisions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify type of planning activity required to meet needs of the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify key purpose and essential components of the planning activity

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clarify roles of board, management and staff in the planning activity

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure plans and planning processes meet cultural objectives

  1. Check plans and planning processes to ensure they maintain and enhance cultural identity
  2. Check plans and planning processes to ensure they reflect cultural requirements and protocols promoting cultural respect
  3. Develop strategies to address areas where conflict may occur between cultural and economic requirements
  4. Check plans to ensure they reflect the vision and objectives of the organisation
Check plans and planning processes to ensure they maintain and enhance cultural identity

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check plans and planning processes to ensure they reflect cultural requirements and protocols promoting cultural respect

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop strategies to address areas where conflict may occur between cultural and economic requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check plans to ensure they reflect the vision and objectives of the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Oversee development of plans

  1. Work with board members and senior staff to establish a plan-development process and timeframe
  2. Ensure adequate resources are available to develop plans
  3. Ensure plans meet legal and compliance requirements
  4. Ensure plans meet financial targets and funding requirements
  5. Ensure plans include risk management strategies
  6. Ensure plans include consideration of sustainability
  7. Monitor plan development and adjust where appropriate
Work with board members and senior staff to establish a plan-development process and timeframe

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure adequate resources are available to develop plans

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure plans meet legal and compliance requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure plans meet financial targets and funding requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure plans include risk management strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure plans include consideration of sustainability

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor plan development and adjust where appropriate

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Approve plans

  1. Work with other board members to approve agreed plan for implementation
  2. Communicate approved plans to the community
Work with other board members to approve agreed plan for implementation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communicate approved plans to the community

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 Gather relevant planning information

1.1 Consult with community to identify needs, issues, visions and interests

1.2 Identify people with appropriate expertise both within and outside the organisation who could assist the planning process

1.3 Identify and obtain relevant planning information, including the organisation’s current provision of services

1.4 Review the effectiveness of this provision in meeting organisational and community needs

2 Set directions for planning

2.1 Work with board members to set or review the vision, goals and objectives of the organisation

2.2 Seek support of internal or external experts if required

2.3 Analyse and use information to make planning decisions

2.4 Identify type of planning activity required to meet needs of the organisation

2.5 Identify key purpose and essential components of the planning activity

2.6 Clarify roles of board, management and staff in the planning activity

3 Ensure plans and planning processes meet cultural objectives

3.1 Check plans and planning processes to ensure they maintain and enhance cultural identity

3.2 Check plans and planning processes to ensure they reflect cultural requirements and protocols promoting cultural respect

3.3 Develop strategies to address areas where conflict may occur between cultural and economic requirements

3.4 Check plans to ensure they reflect the vision and objectives of the organisation

4 Oversee development of plans

4.1 Work with board members and senior staff to establish a plan-development process and timeframe

4.2 Ensure adequate resources are available to develop plans

4.3 Ensure plans meet legal and compliance requirements

4.4 Ensure plans meet financial targets and funding requirements

4.5 Ensure plans include risk management strategies

4.6 Ensure plans include consideration of sustainability

4.7 Monitor plan development and adjust where appropriate

5 Approve plans

5.1 Work with other board members to approve agreed plan for implementation

5.2 Communicate approved plans to the community

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 Gather relevant planning information

1.1 Consult with community to identify needs, issues, visions and interests

1.2 Identify people with appropriate expertise both within and outside the organisation who could assist the planning process

1.3 Identify and obtain relevant planning information, including the organisation’s current provision of services

1.4 Review the effectiveness of this provision in meeting organisational and community needs

2 Set directions for planning

2.1 Work with board members to set or review the vision, goals and objectives of the organisation

2.2 Seek support of internal or external experts if required

2.3 Analyse and use information to make planning decisions

2.4 Identify type of planning activity required to meet needs of the organisation

2.5 Identify key purpose and essential components of the planning activity

2.6 Clarify roles of board, management and staff in the planning activity

3 Ensure plans and planning processes meet cultural objectives

3.1 Check plans and planning processes to ensure they maintain and enhance cultural identity

3.2 Check plans and planning processes to ensure they reflect cultural requirements and protocols promoting cultural respect

3.3 Develop strategies to address areas where conflict may occur between cultural and economic requirements

3.4 Check plans to ensure they reflect the vision and objectives of the organisation

4 Oversee development of plans

4.1 Work with board members and senior staff to establish a plan-development process and timeframe

4.2 Ensure adequate resources are available to develop plans

4.3 Ensure plans meet legal and compliance requirements

4.4 Ensure plans meet financial targets and funding requirements

4.5 Ensure plans include risk management strategies

4.6 Ensure plans include consideration of sustainability

4.7 Monitor plan development and adjust where appropriate

5 Approve plans

5.1 Work with other board members to approve agreed plan for implementation

5.2 Communicate approved plans to the community