Oversee organisational planning

This unit describes the performance outcomes, skills and knowledge required to oversee the development of plans that guide the operations of the organisation.Some aspects of governance activities may be subject to legislation, rules, regulations and codes of practice relevant to different job roles and jurisdictions.


This unit applies to individuals who are responsible for monitoring, guiding and planning the activities of Aboriginal and Torres Strait Islander organisations.

Elements and Performance Criteria



1. Gather relevant planning information

1.1. Consult with community to identify needs, issues, visions and interests

1.2. Identify people with appropriate expertise both within and outside the organisation who could assist the planning process

1.3. Identify and obtain relevant planning information, including the organisation's current provision of services

1.4. Review the effectiveness of this provision in terms of meeting organisational and community needs

2. Set directions for planning

2.1. Work with board members to set or review the vision, goals and objectives of the organisation

2.2. Seek the support of internal or external experts if required

2.3. Analyse and use information to make planning decisions

2.4. Identify the type of planning activity required to meet the needs of the organisation

2.5. Identify the key purpose and essential components of the planning activity

2.6. Clarify the roles of board, management and staff in the planning activity

3. Ensure plans and planning processes meet cultural objectives

3.1. Check plans and planning processes to ensure they maintain and enhance cultural identity

3.2. Check plans and planning processes to ensure they reflect cultural requirements and protocols that promote cultural respect

3.3. Develop strategies to address areas where conflict may occur between cultural and economic requirements

3.4. Check plans to ensure they reflect the vision and objectives of the organisation

4. Oversee the development of plans

4.1. Work with board members and senior staff to establish a plan development process and timeframe

4.2. Ensure adequate resources are available to develop plans

4.3. Ensure plans meet legal and compliance requirements

4.4. Ensure plans meet financial targets and funding requirements

4.5. Ensure plans include risk management strategies

4.6. Ensure plans include consideration of sustainability

4.7. Monitor plan development and adjust where appropriate

5. Approve plans

5.1. Work with other board members to approve agreed plan for implementation

5.2. Communicate approved plans to the community

Required Skills

Required skills

analytical skills to review current organisational services and existing plans

culturally appropriate communication skills to relate to people from diverse backgrounds and with diverse abilities

evaluation and decision-making skills to monitor and review information presented to the board and enact planning decisions

numeracy skills to understand relevant numerical data

oral or written communication skills to be able to gather and share information

organisational and planning skills to ensure that plans that meet the vision, goals and objectives of the organisation are developed in a timely manner

problem-solving skills to deal with planning information which is contradictory, ambiguous, inconsistent or inadequate

research skills to identify and access planning information

teamwork skills to develop plans cooperatively with other board members, management and staff of the organisation, members, community and key stakeholders

Required knowledge

board processes for decision making

concept of community control of organisations and how it may impact on organisational planning

cultural context in which Aboriginal and Torres Strait Islander boards operate, including their role in upholding traditional and cultural values and how that could impact on organisational planning

geographic, social, economic and political contexts in which particular organisations operate and how these may impact on organisational planning

methods for community consultation and engagement

methods for setting vision, goals and objectives

organisation review processes, such as a SWOT analysis

potential funding sources to support organisational goals and objectives

principles of risk management relevant to organisational planning

provisions of federal, state or territory legislation and funding body requirements that influence decisionmaking and may impact on organisational planning

relevant organisational planning concepts

relevant principles of sustainability

relevant protocols and cultural responsibilities with respect to planning

roles and responsibilities of board and management in organisational planning

Evidence Required

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

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

Evidence of the ability to:

develop plans that are consistent with community needs, cultural requirements and organisational directions

identify and access information relevant to planning activity

identify risk management and sustainability strategies

oversee organisational planning.

Context of and specific resources for assessment

Assessment must ensure:

access to examples of organisational plans

knowledge and performance is assessed over time to confirm consistency in performance

participation on an actual or simulated board.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

analysis of planning information and documentation

direct questioning combined with reflection practical board performance by the candidate

analysis of responses to case studies and scenarios

demonstration of techniques

observation of presentations

oral or written questioning to assess knowledge of planning processes

observation of performance in role plays

performance of board duties or an accurate simulation of board duties.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

BSBATSIC411C Communicate with the community

BSBATSIM417A Implement organisational plans

BSBRES401A Analyse and present research information.

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, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Community may include:

community members


members of the organisation

other Aboriginal and Torres Strait Islander organisations

other relevant stakeholders

traditional owners.

Relevant planning information may include:

existing organisational plans

community and stakeholder feedback

funding and resource opportunities

market research

organisational documentation, such as:

annual general report


financial reports and budgets

networks and supporters

policy and procedures

vision and purpose statements

relevant data and statistics

relevant government reports, strategic directions, and policy

staff skills and capabilities.

Review may involve:

community and stakeholder feedback

evaluation reports

gap analysis

market research

SWOT analysis.

Planning activity may include:

action plans

business plans

cultural plans

financial plans

marketing and promotion plans

staffing plans

strategic plans.

Cultural identity may include:

common cultural values that underpin Aboriginal and Torres Strait Islander people

diversity and uniqueness of individual communities

languages, songs, arts and artwork

Native Title status and issues

relationship with the land.

Cultural requirements may include:

cultural protocols

recognition of diversity.

Protocols that promote cultural respect may include:

community processes of consultation

local traditions and customs

recognition of Elders and traditional owners

respect and courtesy to other communities

rights of others, rights of privacy, and secret business.

Plan development process may include:

consultation with community and key stakeholders

feedback from community and key stakeholders.

Resources may include:

board member support

development of working group or subcommittee

external consultants


identified partnerships

information and communication technologies

network contacts

planning expertise


Legal and compliance requirements may include:

contractual requirements

management of occupational health and safety

reporting requirements.

Financial targets and funding requirements may include:


financial obligations

financial viability

funding and service agreements

possible funding options.

Sustainability may include:

cultural factors

economic factors

environmental factors

social factors.


Unit sector

Competency Field

Regulation, licensing and risk - ATSI governance

Employability Skills

This unit contains employability skills.

Licensing Information

Not applicable.