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Evidence Guide: TLIP5004 - Develop a transport and logistics 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

 

TLIP5004 - Develop a transport and logistics business plan

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

Conduct a situational and market analysis

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Transport and logistics business’s principal services, markets, products and the factors that distinguish the business and contribute to its success are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Transport and logistics business/operating environment is defined and reviewed using information from staff members, customer feedback and external sources

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Qualitative and quantitative market analysis data is documented

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Target markets and relevant regulatory requirements are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Impact of transport and logistics business on market is recorded and projected change in market and/or services during the life of the plan is projected

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Competitors, customer perceptions and market share of existing competitors operating in the transport and logistics industry are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Proposed business focus on specific target markets, pricing, sales and appeals are defined

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Potential profitable opportunities are identified and documented

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse organisational environment

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Current transport and logistics business operations, practices, work flow, equipment and facilities are analysed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organisational capability in terms of technology, research, development and tools is outlined

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Current resources and resources that may be accessed to meet identified opportunities for business operations are evaluated

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Developments in technology predicted within the lifetime of the business plan are evaluated and analysed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organisational capability in terms of staff, equipment, facilities, operational systems and financial status are assessed for strengths and weaknesses

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Costs of making operational adjustments in relation to existing and new business to influence improved profitability and positioning are reviewed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Premises for decisions are documented, potential circumstances which may alter the environment are identified and contingency provisions are made

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Benchmark goals are documented and checked for realism in terms of internal and external environmental factors

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Decisions and adjustments regarding resource allocation for products and services are made, based on external and internal analyses

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organisational adjustments are documented and implementation strategies are established

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Projections of profit and loss or income statements per quarter until break-even point are constructed for the whole organisation and each cost centre

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Business plan, including performance indicators, is finalised in accordance with enterprise requirements and is circulated to stakeholders

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Questions and feedback from stakeholders are responded to promptly and, where appropriate, incorporated into the plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement and evaluate business plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implementation plans for the management of workplaces, staff, business operation and operational systems are monitored and, where required, adjustments to the plans are made

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Current and future marketing strategies and areas of specialisation are detailed and implemented

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organisational performance in relation to identified performance indicators is regularly monitored and reviewed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Conduct a situational and market analysis

1.1

Transport and logistics business’s principal services, markets, products and the factors that distinguish the business and contribute to its success are identified

1.2

Transport and logistics business/operating environment is defined and reviewed using information from staff members, customer feedback and external sources

1.3

Qualitative and quantitative market analysis data is documented

1.4

Target markets and relevant regulatory requirements are identified

1.5

Impact of transport and logistics business on market is recorded and projected change in market and/or services during the life of the plan is projected

1.6

Competitors, customer perceptions and market share of existing competitors operating in the transport and logistics industry are identified

1.7

Proposed business focus on specific target markets, pricing, sales and appeals are defined

1.8

Potential profitable opportunities are identified and documented

2

Analyse organisational environment

2.1

Current transport and logistics business operations, practices, work flow, equipment and facilities are analysed

2.2

Organisational capability in terms of technology, research, development and tools is outlined

2.3

Current resources and resources that may be accessed to meet identified opportunities for business operations are evaluated

2.4

Developments in technology predicted within the lifetime of the business plan are evaluated and analysed

2.5

Organisational capability in terms of staff, equipment, facilities, operational systems and financial status are assessed for strengths and weaknesses

2.6

Costs of making operational adjustments in relation to existing and new business to influence improved profitability and positioning are reviewed

2.7

Premises for decisions are documented, potential circumstances which may alter the environment are identified and contingency provisions are made

3

Develop strategies

3.1

Benchmark goals are documented and checked for realism in terms of internal and external environmental factors

3.2

Decisions and adjustments regarding resource allocation for products and services are made, based on external and internal analyses

3.3

Organisational adjustments are documented and implementation strategies are established

3.4

Projections of profit and loss or income statements per quarter until break-even point are constructed for the whole organisation and each cost centre

3.5

Business plan, including performance indicators, is finalised in accordance with enterprise requirements and is circulated to stakeholders

3.6

Questions and feedback from stakeholders are responded to promptly and, where appropriate, incorporated into the plan

4

Implement and evaluate business plan

4.1

Implementation plans for the management of workplaces, staff, business operation and operational systems are monitored and, where required, adjustments to the plans are made

4.2

Current and future marketing strategies and areas of specialisation are detailed and implemented

4.3

Organisational performance in relation to identified performance indicators is regularly monitored and reviewed

Required Skills and Knowledge

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Conduct a situational and market analysis

1.1

Transport and logistics business’s principal services, markets, products and the factors that distinguish the business and contribute to its success are identified

1.2

Transport and logistics business/operating environment is defined and reviewed using information from staff members, customer feedback and external sources

1.3

Qualitative and quantitative market analysis data is documented

1.4

Target markets and relevant regulatory requirements are identified

1.5

Impact of transport and logistics business on market is recorded and projected change in market and/or services during the life of the plan is projected

1.6

Competitors, customer perceptions and market share of existing competitors operating in the transport and logistics industry are identified

1.7

Proposed business focus on specific target markets, pricing, sales and appeals are defined

1.8

Potential profitable opportunities are identified and documented

2

Analyse organisational environment

2.1

Current transport and logistics business operations, practices, work flow, equipment and facilities are analysed

2.2

Organisational capability in terms of technology, research, development and tools is outlined

2.3

Current resources and resources that may be accessed to meet identified opportunities for business operations are evaluated

2.4

Developments in technology predicted within the lifetime of the business plan are evaluated and analysed

2.5

Organisational capability in terms of staff, equipment, facilities, operational systems and financial status are assessed for strengths and weaknesses

2.6

Costs of making operational adjustments in relation to existing and new business to influence improved profitability and positioning are reviewed

2.7

Premises for decisions are documented, potential circumstances which may alter the environment are identified and contingency provisions are made

3

Develop strategies

3.1

Benchmark goals are documented and checked for realism in terms of internal and external environmental factors

3.2

Decisions and adjustments regarding resource allocation for products and services are made, based on external and internal analyses

3.3

Organisational adjustments are documented and implementation strategies are established

3.4

Projections of profit and loss or income statements per quarter until break-even point are constructed for the whole organisation and each cost centre

3.5

Business plan, including performance indicators, is finalised in accordance with enterprise requirements and is circulated to stakeholders

3.6

Questions and feedback from stakeholders are responded to promptly and, where appropriate, incorporated into the plan

4

Implement and evaluate business plan

4.1

Implementation plans for the management of workplaces, staff, business operation and operational systems are monitored and, where required, adjustments to the plans are made

4.2

Current and future marketing strategies and areas of specialisation are detailed and implemented

4.3

Organisational performance in relation to identified performance indicators is regularly monitored and reviewed

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

adapting to differences in equipment in accordance with standard operating procedures

applying relevant legislation and workplace procedures

communicating effectively with others when developing a transport and logistics business plan

completing documentation related to work activities and the development of a transport and logistics business plan

modifying activities to cater for variations in workplace contexts and environment

monitoring work activities in terms of planned schedule

operating electronic communications equipment to required protocol

planning and organising business systems and activities

prioritising work and coordinating self and others in relation to workplace activities

providing leadership and working collaboratively with others when developing a transport and logistics business plan

reading and interpreting business and market data, regulatory requirements and other planning information relevant to the development of a transport and logistics business plan

reporting and/or rectifying identified problems promptly, in accordance with workplace procedures

selecting and applying appropriate technology, information systems and procedures

working systematically with required attention to detail without injury to self or others, or damage to goods or equipment.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

application of current competencies within functional activity

application of relevant Australian and international standards and associated certification requirements

Australian and international regulations, codes of practice and legislative requirements relevant to business operations

equipment applications, capacities, configurations, safety hazards and control

operational competitor and internal business systems, resources, management and workplace operating systems

hazards that may exist in the operation of a transport and logistics business, and ways of controlling the risks involved

market and other external environmental factors including the regulatory environment

organisational strengths and weaknesses including the competencies of individuals in the team/group

problems that may occur during the development of a transport and logistics business plan, and action that can be taken to report or resolve these problems

relevant workplace documentation procedures

resource availability including the competencies of individuals in the team/group

workplace processes for developing a transport and logistics business plan.

Range Statement

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.