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Evidence Guide: BSBLDR802 - Lead the strategic planning process for an organisation

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

 

BSBLDR802 - Lead the strategic planning process for an organisation

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

Initiate the strategic planning process

  1. 1.1 Consult organisation's decision makers to determine the parameters that will be used for the planning process, including timeframes and budget
  2. Analyse current strategic planning documents to determine a methodology that is in keeping with the organisation’s needs and past practice
  3. Identify stakeholders who will contribute to the plan’s development
  4. Develop and document planning methodology within a project plan including resource allocation
1.1 Consult organisation's decision makers to determine the parameters that will be used for the planning process, including timeframes and budget

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse current strategic planning documents to determine a methodology that is in keeping with the organisation’s needs and past practice

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify stakeholders who will contribute to the plan’s development

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and document planning methodology within a project plan including resource allocation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct an environmental and organisational scan

  1. Research local and international best practice and trends in the organisation’s field of operation
  2. Identify, collect and analyse demographic and trend data to provide profiling information about the organisation’s market.
  3. Collect and analyse industry intelligence relating to competitors
  4. Identify key strengths, weaknesses, opportunities and threats (SWOT) to the organisation
  5. Identify major risk factors that could constrain the achievement of organisational goals in the short, medium and long term
  6. Consult stakeholders to identify issues and expectations affecting the organisation’s operations
Research local and international best practice and trends in the organisation’s field of operation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify, collect and analyse demographic and trend data to provide profiling information about the organisation’s market.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Collect and analyse industry intelligence relating to competitors

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify key strengths, weaknesses, opportunities and threats (SWOT) to the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify major risk factors that could constrain the achievement of organisational goals in the short, medium and long term

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consult stakeholders to identify issues and expectations affecting the organisation’s operations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Lead the establishment of organisational key directions and goals

  1. Engage staff and relevant stakeholders in establishing the major goals of the organisation
  2. Establish leadership to articulate the vision, mission and key goals of the organisation
  3. Provide leadership to establish the organisation’s key result areas
Engage staff and relevant stakeholders in establishing the major goals of the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish leadership to articulate the vision, mission and key goals of the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide leadership to establish the organisation’s key result areas

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Lead the development of the plan’s key activities and performance indicators

  1. Initiate and manage processes and delegations to develop detailed activities to achieve the organisation’s goals
  2. Develop specific performance indicators to enable the measurement of success
  3. Cost and budget for resourcing levels to enable the plan to be enacted
  4. Gain commitment to the process and the plan
  5. Engage relevant stakeholders and participants to sign off and commit to the finalised strategic plan
Initiate and manage processes and delegations to develop detailed activities to achieve the organisation’s goals

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop specific performance indicators to enable the measurement of success

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Cost and budget for resourcing levels to enable the plan to be enacted

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Gain commitment to the process and the plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Engage relevant stakeholders and participants to sign off and commit to the finalised strategic plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage the implementation process

  1. Develop tactical or operational annual plans to facilitate implementation of longer-term strategic plan
  2. Prioritise and resource (human, financial and capital) programs and operational tactics
  3. Analyse and plan for changes to processes or practices
  4. Plan human resource development and succession strategies to ensure long-term business viability
  5. Initiate strategies to skill the workforce in order to implement the plan
  6. Establish communication processes to inform and support staff and stakeholders through implementation of the plan
Develop tactical or operational annual plans to facilitate implementation of longer-term strategic plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prioritise and resource (human, financial and capital) programs and operational tactics

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse and plan for changes to processes or practices

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Plan human resource development and succession strategies to ensure long-term business viability

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Initiate strategies to skill the workforce in order to implement the plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish communication processes to inform and support staff and stakeholders through implementation of the plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage the evaluation process

  1. Establish and implement processes to monitor performance against agreed benchmarks and performance
  2. Monitor outcomes of the strategic and operational plans
  3. Undertake review or refinement of activities in light of changing conditions to ensure the attainment of the strategic plan goals
Establish and implement processes to monitor performance against agreed benchmarks and performance

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor outcomes of the strategic and operational plans

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake review or refinement of activities in light of changing conditions to ensure the attainment of the strategic plan goals

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Lead the development of the plan’s key activities and performance indicators

  1. Initiate and manage processes and delegations to develop detailed activities to achieve the organisation’s goals
  2. Develop specific performance indicators to enable the measurement of success
  3. Cost and budget for resourcing levels to enable the plan to be enacted
  4. Gain commitment to the process and the plan
  5. Engage relevant stakeholders and participants to sign off and commit to the finalised strategic plan
Initiate and manage processes and delegations to develop detailed activities to achieve the organisation’s goals

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop specific performance indicators to enable the measurement of success

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Cost and budget for resourcing levels to enable the plan to be enacted

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Gain commitment to the process and the plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Engage relevant stakeholders and participants to sign off and commit to the finalised strategic plan

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. Initiate the strategic planning process

1.1 Consult organisation's decision makers to determine the parameters that will be used for the planning process, including timeframes and budget

1.2 Analyse current strategic planning documents to determine a methodology that is in keeping with the organisation’s needs and past practice

1.3 Identify stakeholders who will contribute to the plan’s development

1.4 Develop and document planning methodology within a project plan including resource allocation

2. Conduct an environmental and organisational scan

2.1 Research local and international best practice and trends in the organisation’s field of operation

2.2 Identify, collect and analyse demographic and trend data to provide profiling information about the organisation’s market.

2.3 Collect and analyse industry intelligence relating to competitors

2.4 Identify key strengths, weaknesses, opportunities and threats (SWOT) to the organisation

2.5 Identify major risk factors that could constrain the achievement of organisational goals in the short, medium and long term

2.6 Consult stakeholders to identify issues and expectations affecting the organisation’s operations

3. Lead the establishment of organisational key directions and goals

3.1 Engage staff and relevant stakeholders in establishing the major goals of the organisation

3.2 Establish leadership to articulate the vision, mission and key goals of the organisation

3.3 Provide leadership to establish the organisation’s key result areas

4. Lead the development of the plan’s key activities and performance indicators

4.1 Initiate and manage processes and delegations to develop detailed activities to achieve the organisation’s goals

4.2 Develop specific performance indicators to enable the measurement of success

4.3 Cost and budget for resourcing levels to enable the plan to be enacted

4.4 Gain commitment to the process and the plan

4.5 Engage relevant stakeholders and participants to sign off and commit to the finalised strategic plan

5. Manage the implementation process

5.1 Develop tactical or operational annual plans to facilitate implementation of longer-term strategic plan

5.2 Prioritise and resource (human, financial and capital) programs and operational tactics

5.3 Analyse and plan for changes to processes or practices

5.4 Plan human resource development and succession strategies to ensure long-term business viability

5.5 Initiate strategies to skill the workforce in order to implement the plan

5.6 Establish communication processes to inform and support staff and stakeholders through implementation of the plan

6. Manage the evaluation process

6.1 Establish and implement processes to monitor performance against agreed benchmarks and performance

6.2 Monitor outcomes of the strategic and operational plans

6.3 Undertake review or refinement of activities in light of changing conditions to ensure the attainment of the strategic plan goals

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. Initiate the strategic planning process

1.1 Consult organisation's decision makers to determine the parameters that will be used for the planning process, including timeframes and budget

1.2 Analyse current strategic planning documents to determine a methodology that is in keeping with the organisation’s needs and past practice

1.3 Identify stakeholders who will contribute to the plan’s development

1.4 Develop and document planning methodology within a project plan including resource allocation

2. Conduct an environmental and organisational scan

2.1 Research local and international best practice and trends in the organisation’s field of operation

2.2 Identify, collect and analyse demographic and trend data to provide profiling information about the organisation’s market.

2.3 Collect and analyse industry intelligence relating to competitors

2.4 Identify key strengths, weaknesses, opportunities and threats (SWOT) to the organisation

2.5 Identify major risk factors that could constrain the achievement of organisational goals in the short, medium and long term

2.6 Consult stakeholders to identify issues and expectations affecting the organisation’s operations

3. Lead the establishment of organisational key directions and goals

3.1 Engage staff and relevant stakeholders in establishing the major goals of the organisation

3.2 Establish leadership to articulate the vision, mission and key goals of the organisation

3.3 Provide leadership to establish the organisation’s key result areas

4. Lead the development of the plan’s key activities and performance indicators

4.1 Initiate and manage processes and delegations to develop detailed activities to achieve the organisation’s goals

4.2 Develop specific performance indicators to enable the measurement of success

4.3 Cost and budget for resourcing levels to enable the plan to be enacted

4.4 Gain commitment to the process and the plan

4.5 Engage relevant stakeholders and participants to sign off and commit to the finalised strategic plan

5. Manage the implementation process

5.1 Develop tactical or operational annual plans to facilitate implementation of longer-term strategic plan

5.2 Prioritise and resource (human, financial and capital) programs and operational tactics

5.3 Analyse and plan for changes to processes or practices

5.4 Plan human resource development and succession strategies to ensure long-term business viability

5.5 Initiate strategies to skill the workforce in order to implement the plan

5.6 Establish communication processes to inform and support staff and stakeholders through implementation of the plan

6. Manage the evaluation process

6.1 Establish and implement processes to monitor performance against agreed benchmarks and performance

6.2 Monitor outcomes of the strategic and operational plans

6.3 Undertake review or refinement of activities in light of changing conditions to ensure the attainment of the strategic plan goals