Lead the strategic planning process in a service environment

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 SIRXSRM805, 'Lead the strategic planning process in a service environment'.
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 in a service environment' 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


Performance Criteria

Elements describe the essential outcomes of a unit of competency.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide.

1. Initiate the strategic planning process.

1.1.Consult extensively with business owners and senior staff to determine the parameters that will be used for the planning process.

1.2.Analyse previous strategic and business plans to identify strengths and weaknesses and inform current processes.

1.3.Develop or select a planning methodology to drive the process.

1.4.Identify and brief stakeholders who will contribute to the plan’s development.

1.5.Negotiate and allocate human and other resources required to support the planning process.

1.6.Negotiate and determine a timeframe for the completion of the strategic plan.

2. Conduct an environmental and organisational scan.

2.1.Research best practices and trends within the retail industry.

2.2.Collect and analyse demographic and trend data to provide profiling information about the organisation’s customer base.

2.3.Collect and analyse industry intelligence into the strengths and weaknesses of competitors.

2.4.Analyse the strengths, weaknesses, opportunities and threats (SWOT) of the organisation and its environment.

2.5.Identify risks that could constrain the achievement of organisational goals in the short, medium and long term.

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

3. Establish organisational directions.

3.1.Implement processes to engage staff and relevant stakeholders in the planning process, ensuring ownership of an agreement to the plan’s outcomes.

3.2.Seek staff and stakeholder input into establishing the organisation’s vision, mission, values and major goals.

3.3.Provide leadership to establish the organisation’s key result areas and performance measures.

4. Develop the strategic plan.

4.1.Manage the development of the detailed activities that will be required to achieve organisational goals.

4.2.Manage the development of specific performance indicators to enable the measurement of success.

4.3.Identify, cost and budget the resource levels required to implement the plan.

4.4.Consult with experts and staff to review the organisation’s brand management strategy and positioning within the market place.

4.5.Undertake consultation, communication and negotiation to gain commitment to the process and the plan.

4.6.Obtain sign-off and commitment to the finalised strategic plan from relevant stakeholders and participants.

5. Manage the implementation process.

5.1.Manage the development of the tactical or operational annual plans required to implement the longer-term strategic plan.

5.2.Plan and prioritise the allocation of human, financial and capital resources to enable implementation.

5.3.Put strategies in place to skill the workforce to ensure effective implementation.

5.4.Communicate with staff and stakeholders during the implementation process to ensure commitment and gain feedback.

5.5.Monitor performance of the implementation process against agreed benchmarks and performance indicators.

5.6.Monitor outcomes of the strategic and operational plans in line with agreed organisational processes.