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Evidence Guide: LGADMIN525A - Undertake business 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

 

LGADMIN525A - Undertake business planning

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

Undertake research on business planning

  1. Types of representations of statistical data are identified and analysed for appropriateness of purpose against organisational needs.
  2. Trends and patterns from statistical data are identified and analysed to inform business planning.
  3. Interpreted data is used to identify issues for consideration in business planning.
  4. A range of planning strategies are identified and analysed for appropriateness to the unit and/or organisation.
Types of representations of statistical data are identified and analysed for appropriateness of purpose against organisational needs.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Trends and patterns from statistical data are identified and analysed to inform business planning.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Interpreted data is used to identify issues for consideration in business planning.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

A range of planning strategies are identified and analysed for appropriateness to the unit and/or organisation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine scope of required planning

  1. Research is undertaken to identify issues relevant to the unit, including sustainability issues.
  2. Opportunities for growth are investigated and identified.
  3. Factors relevant to the organisation's vision and strategic plan are considered.
  4. Analysis of all issues is undertaken and priorities are determined.
  5. Risk management strategies are identified as part of the planning process.
  6. A range of planning strategies are investigated and analysed to determine appropriate strategy to adopt.
Research is undertaken to identify issues relevant to the unit, including sustainability issues.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Opportunities for growth are investigated and identified.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Factors relevant to the organisation's vision and strategic plan are considered.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analysis of all issues is undertaken and priorities are determined.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Risk management strategies are identified as part of the planning process.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

A range of planning strategies are investigated and analysed to determine appropriate strategy to adopt.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop a business plan

  1. Organisation vision, mission and purpose are confirmed and in line with identified business growth opportunity.
  2. Appropriate research is undertaken to ensure all relevant issues are considered, including environment, finance, safety and other areas of impact and opportunity.
  3. The business plan demonstrates analysis of community needs, resources and legal requirements in accordance with organisational goals.
  4. Triple bottom line reporting issues are identified and considered in the development of business plan.
Organisation vision, mission and purpose are confirmed and in line with identified business growth opportunity.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Appropriate research is undertaken to ensure all relevant issues are considered, including environment, finance, safety and other areas of impact and opportunity.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

The business plan demonstrates analysis of community needs, resources and legal requirements in accordance with organisational goals.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Triple bottom line reporting issues are identified and considered in the development of business plan.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop operational strategies to meet identified business planning and potential growth

  1. Performance measures, operational targets and quality assurance issues are developed to conform to business plan.
  2. Structured approach to innovation, including the use of existing or emerging technologies, is developed to respond to changing community and unit or area requirements.
  3. Key performance indicators and targets are identified and used to monitor client satisfaction and unit or area performance.
  4. Business plan is clearly communicated and promoted to relevant stakeholders and staff to ensure understanding and support.
  5. Appropriate structures are designed, redesigned and implemented to optimise achievement of unit or area goals and stakeholder expectations.
  6. Processes are developed to ensure that ongoing evaluation of the planning process is conducted.
Performance measures, operational targets and quality assurance issues are developed to conform to business plan.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Structured approach to innovation, including the use of existing or emerging technologies, is developed to respond to changing community and unit or area requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Key performance indicators and targets are identified and used to monitor client satisfaction and unit or area performance.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Business plan is clearly communicated and promoted to relevant stakeholders and staff to ensure understanding and support.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Appropriate structures are designed, redesigned and implemented to optimise achievement of unit or area goals and stakeholder expectations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Processes are developed to ensure that ongoing evaluation of the planning process is conducted.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake research on business planning

  1. Types of representations of statistical data are identified and analysed for appropriateness of purpose against organisational needs.
  2. Trends and patterns from statistical data are identified and analysed to inform business planning.
  3. Interpreted data is used to identify issues for consideration in business planning.
  4. A range of planning strategies are identified and analysed for appropriateness to the unit and/or organisation.
Types of representations of statistical data are identified and analysed for appropriateness of purpose against organisational needs.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Trends and patterns from statistical data are identified and analysed to inform business planning.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Interpreted data is used to identify issues for consideration in business planning.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

A range of planning strategies are identified and analysed for appropriateness to the unit and/or organisation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine scope of required planning

  1. Research is undertaken to identify issues relevant to the unit, including sustainability issues.
  2. Opportunities for growth are investigated and identified.
  3. Factors relevant to the organisation's vision and strategic plan are considered.
  4. Analysis of all issues is undertaken and priorities are determined.
  5. Risk management strategies are identified as part of the planning process.
  6. A range of planning strategies are investigated and analysed to determine appropriate strategy to adopt.
Research is undertaken to identify issues relevant to the unit, including sustainability issues.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Opportunities for growth are investigated and identified.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Factors relevant to the organisation's vision and strategic plan are considered.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analysis of all issues is undertaken and priorities are determined.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Risk management strategies are identified as part of the planning process.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

A range of planning strategies are investigated and analysed to determine appropriate strategy to adopt.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop a business plan

  1. Organisation vision, mission and purpose are confirmed and in line with identified business growth opportunity.
  2. Appropriate research is undertaken to ensure all relevant issues are considered, including environment, finance, safety and other areas of impact and opportunity.
  3. The business plan demonstrates analysis of community needs, resources and legal requirements in accordance with organisational goals.
  4. Triple bottom line reporting issues are identified and considered in the development of business plan.
Organisation vision, mission and purpose are confirmed and in line with identified business growth opportunity.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Appropriate research is undertaken to ensure all relevant issues are considered, including environment, finance, safety and other areas of impact and opportunity.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

The business plan demonstrates analysis of community needs, resources and legal requirements in accordance with organisational goals.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Triple bottom line reporting issues are identified and considered in the development of business plan.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop operational strategies to meet identified business planning and potential growth

  1. Performance measures, operational targets and quality assurance issues are developed to conform to business plan.
  2. Structured approach to innovation, including the use of existing or emerging technologies, is developed to respond to changing community and unit or area requirements.
  3. Key performance indicators and targets are identified and used to monitor client satisfaction and unit or area performance.
  4. Business plan is clearly communicated and promoted to relevant stakeholders and staff to ensure understanding and support.
  5. Appropriate structures are designed, redesigned and implemented to optimise achievement of unit or area goals and stakeholder expectations.
  6. Processes are developed to ensure that ongoing evaluation of the planning process is conducted.
Performance measures, operational targets and quality assurance issues are developed to conform to business plan.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Structured approach to innovation, including the use of existing or emerging technologies, is developed to respond to changing community and unit or area requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Key performance indicators and targets are identified and used to monitor client satisfaction and unit or area performance.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Business plan is clearly communicated and promoted to relevant stakeholders and staff to ensure understanding and support.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Appropriate structures are designed, redesigned and implemented to optimise achievement of unit or area goals and stakeholder expectations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Processes are developed to ensure that ongoing evaluation of the planning process is conducted.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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.

Required Skills and Knowledge

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

Range Statement

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