Lead the strategic planning process for an organisation

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver BSBLDR802, 'Lead the strategic planning process for an organisation'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Lead the strategic planning process for an organisation' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)

Elements and 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