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Evidence Guide: PUAPOL020B - Develop a business 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

 

PUAPOL020B - Develop a business plan

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

Identify organisational objectives

  1. Organisational objectives are identified for the specific service delivery objectives
  2. Specific performance targets against delivery objectives are identified and set
  3. Quality of outcomes are identified and agreed upon
  4. Financial viability of proposed outcomes is assessed
  5. Core values, principles and aims are matched against proposed strategies
  6. Performance indicators to evaluate the effectiveness and efficiency of service delivery are established
Organisational objectives are identified for the specific service delivery objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Specific performance targets against delivery objectives are identified and set

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Quality of outcomes are identified and agreed upon

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Financial viability of proposed outcomes is assessed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Core values, principles and aims are matched against proposed strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Performance indicators to evaluate the effectiveness and efficiency of service delivery are established

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish service profile and conduct resource audit

  1. Existing service is reviewed to identify the strengths and weaknesses, achievements and problems
  2. Core services to be reflected in the business plan are identified and are used to inform the plan's outcomes
  3. The organisation and management of the workforce is examined and matched to the resource requirements
  4. Financial resources and unit costs are identified and committed
  5. Physical resources, plant and equipment are identified and committed
Existing service is reviewed to identify the strengths and weaknesses, achievements and problems

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Core services to be reflected in the business plan are identified and are used to inform the plan's outcomes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

The organisation and management of the workforce is examined and matched to the resource requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Financial resources and unit costs are identified and committed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Physical resources, plant and equipment are identified and committed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse client needs and expectations

  1. Clients and their needs are identified
  2. Demographic trends/issues which may impact on service delivery are identified
Clients and their needs are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Demographic trends/issues which may impact on service delivery are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish staffing requirements

  1. Staffing levels and skill requirements are identified
  2. Training programs to develop competence in business planning are identified, developed and implemented
  3. Changes in productivity related to pay and conditions of service are recognised
  4. EEO and OH&S policies and practices are identified and implemented
  5. Changes in the workplace and to client's needs are managed and responded to
Staffing levels and skill requirements are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Training programs to develop competence in business planning are identified, developed and implemented

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Changes in productivity related to pay and conditions of service are recognised

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

EEO and OH&S policies and practices are identified and implemented

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Changes in the workplace and to client's needs are managed and responded to

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek approval of the plan

  1. The business plan is approved by senior management and the CEO of the organisation
  2. The business plan, strategy and outcomes are communicated throughout the workforce and to relevant external organisations
The business plan is approved by senior management and the CEO of the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

The business plan, strategy and outcomes are communicated throughout the workforce and to relevant external organisations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor, evaluate and update the business plan

  1. Performance criteria and targets are measured against business plan outcomes
  2. The outcomes are reviewed and the business plan is adjusted
  3. Reports to management and feedback to management, persons involved and clients are provided
Performance criteria and targets are measured against business plan outcomes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

The outcomes are reviewed and the business plan is adjusted

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Reports to management and feedback to management, persons involved and clients are provided

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

Critical aspects for assessment and evidence required to demonstrate competency in this unit

It is essential for this unit that competence be demonstrated in the business plan's reflection of the organisation's strategic objectives. It identifies outcomes and associated performance indicators.

Consistency in performance

Evidence of competence will need to be gathered over time.

Context of and specific resources for assessment

Context of assessment

Evidence should be gathered over a period of time in a range of actual or simulated workplace environments.

Specific resources for assessment

No special requirements.

Required Skills and Knowledge

This describes the essential skills and knowledge and their level, required for this unit.

Required Skills

write strategic outcomes and objectives

survey client needs

conduct a SWOT analysis

prepare budgets

prepare a resource inventory

manage change

communicate

Required Knowledge

organisational strategic plan

organisational mission statement

'code of ethics and conduct'

SWOT analysis

EEO and OH&S policies and practices

the organisation's core services

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.

Identification of organisational goals and values may result from examination of:

organisation's strategic plan

mission statement

value statement

code of conduct

'code of ethics'

Financial viability of outcomes may include:

maintenance and working costs

capital requirements

Performance indicators may relate to:

effectiveness

efficiency

value for money

Demographic trends/issues may include:

political

economic

social

cultural

environment

legal