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Evidence Guide: BSBGOV503 - Conduct organisational strategic 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!

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BSBGOV503 - Conduct organisational strategic planning

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

1. Establish the organisation's strategic planning process

  1. 1.1 Discuss the organisation's strategic planning needs with other board or committee members
  2. Allocate appropriate resources to undertake strategic planning
1.1 Discuss the organisation's strategic planning needs with other board or committee members

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Allocate appropriate resources to undertake strategic planning

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

  1. Consult other board and/or committee members, management, staff and/or key stakeholders regarding the values, vision and purpose of the organisation
  2. Obtain board or committee endorsement for the agreed organisational values, vision and purpose
  3. Document organisational values, vision, purpose and objectives and the processes undertaken
Consult other board and/or committee members, management, staff and/or key stakeholders regarding the values, vision and purpose of the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish strategies to meet organisational objectives

  1. 3.1 Identify and analyse stakeholder aspirations, interests and needs and review the organisation's previous plans, in the case of an existing organisation
  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. Identify and analyse relevant economic and/or political trends and the potential for strategic alliances and/or partnerships
  4. Develop and agree on achievable strategies to meet objectives, with other board or committee members, seeking advice from experts when necessary
  5. Develop key performance indicators or targets, timelines and reporting requirements for the strategic planning period with other board or committee members
  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
3.1 Identify and analyse stakeholder aspirations, interests and needs and review the organisation's previous plans, in the case of an existing organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor and evaluate organisational performance

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish the organisation's strategic planning process

  1. Discuss the organisation's strategic planning needs with other board or committee members
  2. Allocate appropriate resources to undertake strategic planning
Discuss the organisation's strategic planning needs with other board or committee members

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Allocate appropriate resources to undertake strategic planning

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

  1. Consult other board and/or committee members, management, staff and/or key stakeholders regarding the values, vision and purpose of the organisation
  2. Obtain board or committee endorsement for the agreed organisational values, vision and purpose
  3. Document organisational values, vision, purpose and objectives and the processes undertaken
Consult other board and/or committee members, management, staff and/or key stakeholders regarding the values, vision and purpose of the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

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. 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

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. 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.