Assignment Question
BSB61015 Advanced Diploma of Leadership and Management
Assessment Resource Summary
Unit Details BSBMGT616 Develop and implement strategic plans
Assessment Type This is a summative assessment, this assessment need adequate practice prior to undertaking this assessment.
Assessment Methods Question & Answers Assessment 1
Project Work Assessment 2
Project Work Assessment 3
Project Work Assessment 4
Project Work and PPT Assessment 5
International College of Tasmania Pty Ltd trading as: TasCollege
Unit Summary
This unit describes the skills and knowledge required to establish the strategic direction of the organisation, sustain competitive advantage and enhance competitiveness. It covers analysis and interpretation of relevant markets, capability assessment of the organisation and analysis of the organisation s existing and potential competitors and allies. It also covers implementation of the strategic plan and developing specific actions and initiatives that will be undertaken by people working in various roles.
It applies to individuals working in senior roles in the organisation who have responsibility
for ensuring that the organisation is positioned to ensure its long-term viability and success.
Prerequisite Units
There are no recommended pre-requisite units for this competency.
ELEMENT PERFORMANCE CRITERIA
Elements describe the essential outcomes. Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Confirm organisational vision and mission 1.1 Check with stakeholders that organisational vision and mission are still held to be current and are supported
1.2 Make any changes or refinements to vision or mission statement as required
1.3 Review or develop organisational values to support the vision and mission statement
1.4 Gain support for strategic planning process from all relevant stakeholders
2. Analyse the internal and external environment 2.1 Determine information requirements and undertake or commission research to deliver relevant information
2.2 Analyse political, economic, social, and technological developments in a global context
2.3 Seek advice from appropriate experts wherever necessary
2.4 Identify and consider strengths and weaknesses of existing and potential competitors and allies 2.5 Analyse organisation’s strengths, weaknesses, opportunities and threats
2.6 Consider cooperative ventures that are supported by risk and cost benefit analyses, are consistent with the
organisational vision, mission and values and provide for due diligence
2.7 Check that analysis of internal and external environment is consistent with the perspectives of other informed people
3. Write strategic plan 3.1 Document relevant research and background for inclusion in the strategic plan
3.2 Formulate strategic objectives and strategies needed for the future
3.3 Detail each strategy with an assigned priority, a timeframe, responsible parties and measurable performance indicators
3.4 Circulate strategic plan for comment, support and endorsement
4. Implement strategic plan 4.1 Communicate strategic plan to all relevant parties
4.2 Brief people with a specific role in relation to strategies
4.3 Use performance indicators to monitor progress in implementing plan
4.4 Make necessary refinements to plan
4.5 Evaluate achievement of objectives at agreed milestones
4.6 Review effectiveness of plan and consider methods for improving strategic planning processes
Foundation Skills
This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.
Skill Performance
Criteria Description
Reading 1.1-1.3, 2.1, 2.2, 2.4-
2.6, 3.1, 3.3, 4.4-4.6 • Identifies and analyses complex organisational texts to determine business requirements
• Reviews, evaluates, interprets and applies content from a range of sources to aid in development of strategies
Writing 1.2, 1.3, 2.1, 2.2, 2.4-
2.6, 3.1-3.3, 4.3- 4.6 • Prepares strategic plans for relevant stakeholders incorporating appropriate vocabulary, grammatical structure and conventions
• Incorporates amendments to documents according to organisational requirements
Collates and compiles data to convey specific information, requirements and recommendations
Oral
Communication
1.1, 1.4, 2.3, 4.1, 4.2
Presents information and seeks advice using language and register appropriate to audience
Participates in discussions using listening and questioning to elicit the views of others and to clarify or confirm understanding
Numeracy 2.6, 3.2, 3.3, 4.5, 4.6 Interprets and analyses statistical data and mathematical information to consider trends and resource implications of proposed strategies
Navigate the world of work 1.1-1.3 Works autonomously making high level decisions to achieve and improve
organisational goals
Takes a lead role in the development of strategies to achieve organisational goals
Interact with others
1.1, 1.4, 2.3, 3.4, 4.1,
4.2
Selects and uses appropriate conventions and protocols when communicating with internal and external stakeholders to seek or share information
Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction, influencing direction and taking a leadership role
Seeks feedback or expert advice where required
Get the work done
1.3, 2.1, 2.2, 2.4-2.7,
3.2, 4.3-4.6
Develops flexible plans for complex, high impact activities with strategic implications, taking into account capabilities, efficiencies and effectiveness
Systematically gathers and analyses all relevant information and evaluates options to inform decisions about organisational strategies
Evaluates outcomes to identify opportunities for improvement
Applies problem solving processes to identify risks, evaluate options and determine solutions
Assessment requirements
Performance Evidence
Evidence of the ability to:
consult and communicate effectively with relevant stakeholders to: confirm or revise the organisation’s mission, vision and values
validate findings of research and analysis
get input to and endorsement of strategic plans
brief relevant parties about the plan
analyse organisation’s internal and external environment to formulate strategic plans including:
background and research relevant to the plan
legislation, regulations and codes of practice, including for intellectual property
objectives, strategies and priorities
roles and responsibilities
performance indicators
timeframes
consideration of co-operative ventures
cost-benefit and risk analysis
seek advice from appropriate experts wherever necessary
monitor and evaluate the implementation of the plan and make refinements as appropriate review effectiveness of planning processes and identify opportunities for improvement.
Knowledge Evidence
To complete the unit requirements safely and effectively, the individual must:
outline the legislation, regulations and codes of practice relevant to the organisation’s strategic plan.
give examples of risks and risk management strategies relevant to strategic planning including: intellectual property rights and responsibilities other risks
outline strategic planning methodologies including political, economic, social and technological (PEST) analysis and strengths, weaknesses, opportunities and threats analysis (SWOT)
identify internal and external sources of information relevant to the organisation's market, competitors, customer base, vision, values and capabilities outline techniques for developing organisational values.
Assessment Conditions
Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the management and leadership field of work and include access to:
relevant legislation, regulations, standards and codes
workplace documentation and resources case studies and, where possible, real situations interaction with others.
VERSION HISTORY
Version Number Date Reason for revision Who Approved
By
TAS-AT-V121052018 21-05-
2018 Inspire Material CEO
TAS-AT-V1.123052018 23-05-
2018 Contextualized Inspire Material A.C CEO
TAS-AT-V204062018 04-06-
2018 Version Control updated to align with other material A.C CEO
TAS-AT-V306092018 06-09-
2018 Re-formatted assessment tool A.C CEO
V4.0 May 2020 Revised and updated
Assessment Tool as per Audit Rectification AC CEO
Reassessment of Result and Academic Appeal Procedure
If a student is not happy with his/ her results, that student may appeal against their grade via a written letter, clearly stating the grounds of appeal to the Director of Studies. This should be submitted after completion of the subject and within fourteen days of commencement of the new term.
Reassessment:
If a student does not qualify for resubmission or is still deemed Not Yet Competent (NYC) after the resubmission, they will need to go through the reassessment process. To qualify for reassessment, the student must have completed and submitted the required assessments for the unit of competency as per the unit assessment schedule. Student will get three reassessments attempt, without any additional penalty/ fee.
Reassessment will occur only for those assessment tasks in which the student is deemed NYC. Reassessment is a formal process and student must apply for reassessment through Request for Reassessment Form available from the reception. ON approval and payment of reassessment fees, a reassessment schedule will be advised.
If still failed in three reassessment attempts, the student will need to repeat (re-sit) the unit.
Re-sit (or Repeat):
The student will need to re-sit the unit in the following term/semester if they are not deemed eligible for any of the above post-assessment options; i.e., both the options of resubmission and reassessment have been exhausted. The student will also need to resit the unit if the result from reassessment is still Not Yet Competent (NYC). Re-sit may result in extension of course duration and may affect student’s original completion date of the course.
Student will need to pay a pro rata fee of the course fee to re-sit for the unit. Student should contact the admin department if he/she remains NYC after 3 attempts of reassessment. Admin team/ student support officer will liaise with accounts and academic team and issue the special training plan and the invoice for the resit attempt to the student.
Student will be advised if there is a need to amend the CoE at this stage.
If a course is extended by an academic term, a pro-rata term fee based on total course fee will apply as per the course fees specified in the International Student Agreement.
Resit mean repeating the entire unit of competency.
Resit is a formal process and student will be advised of their resit options once all the term results are published. In the event where a student has been deemed NYC in 50% or more units within a study period, they will be asked to attend a course progress interview and go through the course progress process according to college’s Course Progress Policy. Late Submission Fee: A late fee of $100 per unit will be charged if students fail to submit assessments on due dates.
Absentees: Students are absent on the day of the assessment without prior approval or a valid reason (e.g. medical certificate) will be marked Not Yet Competent and will be subject to college’s Course Progress Policy.
Academic Appeals
A student may appeal against a decision in writing to the Academic Manager within 2 (two) weeks of publication of the final results.
If the appeal is in respect of an assessment or an outcome from the reassessment process, a review of available information/data is conducted within a reasonable timeframe by the course coordinator in consultation with CEO. The appellant will be given the opportunity to formally present his/her case. This is designed to ensure fairness and consistency and underpins the continuous improvement process.
If the appeal is to dispute the outcome of a complaint other than an assessment, the appeal will be scheduled to be heard by an independent person or panel, inviting the appellant to formally present his/her case.
Upon a decision being made, the appellant is provided with a written statement of the appeal outcomes, including reasons for the decision. Please refer to the Complaints & Appeals Policy for further details. Student Declaration
“I understand all the above rules and guidelines for the assessment”.
Full Name Signature Date (dd/mm/yyyy)
Information for Students
Prior to Assessment
Your Trainer/Assessor will advise you of your rights before and after assessments, including the right to appeal.
Your Trainer/Assessor will provide you with all relevant information relating to the assessments prior to commencement, and of the appeals procedure that can be utilised if you wish to appeal against the assessment outcome or make a complaint.
Results
You will be informed of the outcome of your assessment as soon as possible from the date the assessment was submitted. Prompt feedback will be offered to you on the outcome of the assessment. Feedback will be delivered in written and where possible, verbal form to you.
AQF Specifications for Assessments
This assessment is set in accordance with the criteria for AQF Level 6. Advance Diploma qualifications must be designed and accredited to enable graduates to demonstrate the learning outcomes expressed as knowledge, skills and the application of knowledge and skills specified in the level 6 criteria and the Advance Diploma descriptor.
Diploma descriptor
Summary
Graduates at this level will have broad knowledge and skills for paraprofessional/highly skilled work and/or further learning.
Knowledge
Graduates at this level will have broad theoretical and technical knowledge of a specific area or a broad field of work and learning.
Skills
Graduates at this level will have a broad range of cognitive, technical and communication skills to select and apply methods and technologies to:
● analyse information to complete a range of activities
● interpret and transmit solutions to unpredictable and sometimes complex problems ● transmit information and skills to others
Application of knowledge and skills
Graduates at this level will apply knowledge and skills to demonstrate autonomy, judgement and defined responsibility:
• in contexts that are subject to change
• within broad parameters to provide specialist advice and functions
ACSF Specifications and Foundation Skills
The term ‘Foundation Skills’ is currently used to include the core skills defined in the Australian Core Skills Framework (ACSF) as well as the employability skills identified by employers as critical for effective performance in the workplace. The core skills of the ACSF include reading, writing, oral communication, numeracy and learning.
Foundation skills encompass the core skills of reading, writing, oral communication, numeracy and learning as described by the Australian Core Skills Framework (ACSF), and the Employability Skills/Core Skills for Work. They exist on a continuum from very basic skills to highly-developed and specialist skills. The foundation skills have been addressed in this assessment.
Assessment Process
To demonstrate competence in this unit, you must undertake all tasks in this assessment booklet and complete them satisfactorily and in addition, also satisfactorily complete the practical assessment, including demonstrating communication skills during the practical activities. If you do not answer some questions or perform some tasks satisfactorily and therefore are deemed to be ‘Not Competent’, you may be asked supplementary questions or given alternative activities to determine competence, which will be documented in your student file. After you have demonstrated consistency in performance you will be awarded this unit.
As part of the assessment process, you must abide by any relevant assessment policies as provided to you. If you feel you are not yet ready to be assessed or this assessment is unfair, please discuss with your assessor all options that are available to you to enable you to complete the assessment.
Submitting Assessments
You should submit assessment tasks with the provided cover sheet.
Assessments should be submitted on or before their due date. Extensions for individual assessment tasks may be negotiated in specific circumstances.
Consultation on this must occur prior to the due date and extensions due to illness will require a medical certificate. Extensions must be confirmed by the Trainer/Assessor in writing.
Plagiarism and Referencing
All students are reminded that plagiarism will not be tolerated. Information, ideas etc.
quoted or paraphrased from another source, must be acknowledged with “quotation marks” around the relevant words/sentences or ideas and cited at the end of the document. Sources of information, ideas etc. must be provided in alphabetical order by author’s surname (including author’s full name, name of document/ book/internet etc. and year and place of publishing) or may be included in brackets in the text.
Assessment Outcomes
There are three (3) outcomes of assessments: Satisfactory, Unsatisfactory (requires to include feedback and improvise as Trainer/Assessor suggestions) and Fail Non Submission (FNS).
You will be awarded a ‘Competent’ grade on completion of the unit when the trainer/assessor is satisfied that you have completed all assessments and have provided the appropriate evidence required to meet all criteria. If you fail to meet this requirement you will receive the result of Not Competent or Withdrawn and will be eligible to be re-assessed.
Re-assessment
Students will be allowed two (2) further attempts at an assessment for which the outcome is Not Satisfactory, within the timeframe of a course (unit of competency) and in this time they can request a coaching session as required. No additional fees will be charged.
Students who require re-assessment beyond the delivery timeframe of a unit or due date of an assessment, unless it is due to medical reasons, will be given the opportunity to request additional time to resubmit and in this time, they can also request a coaching session as required. After that students may be charged a reassessment fee.
Reasonable Adjustment
RTOs and trainer/assessors are obliged by law to make reasonable adjustment to ensure maximum participation of students with disability in teaching, learning and assessment activities. This includes:
• ensuring that course activities are sufficiently flexible;
• providing additional support where necessary; and
• offering a reasonable substitute within the context of the course where a student cannot participate
Reasonable adjustment is defined in section 4 (1) of the Employment and the Disability Discrimination Act as ‘an adjustment to be made by a person is a reasonable adjustment unless making the adjustment would impose an unjustifiable hardship on the person’.
Reasonable adjustment as it applies to participation in learning and assessment activities may include:
• customising resources or activities within a training package or accredited course;
• modifying a presentation medium;
• providing additional support;
• providing assistive or adaptive technologies;
• making additional information accessible both before enrolment and during the course; and
• monitoring these adjustments to ensure that the student’s needs continue to be met
Reasonable Adjustment Methods (examples)
Category Possible issue Possible Strategies
LLN • Speaking
• Reading
• Writing
• Confidence • Verbal assessment
• Presentations
• Demonstration of a skill
• Use of diagrams
• Use of support documents such as word
lists
Indigenous
• Knowledge and
understanding
Flexibility
Services Inappropriate training and assessment
• Culturally appropriate training
Explore understanding of concepts and practical application through oral assessment
Flexible delivery & using group rather than individual assessments
Assessment through completion of practical tasks in the field after demonstration of skills and knowledge.
Non-
English- Speaking
Background
• Speaking
Reading
Writing Cultural background Confidence
• Discuss with the student and supervisor whether language, literacy and numeracy are likely to impact on the assessment process
Use methods that do not require a higher level of language or literacy than is required to perform the job role
Use short sentences that do not contain large amounts of information and clarify information by rephrasing, confirm understanding
Read any printed information to the student Use graphics, pictures and colour coding instead of, or to support, text
• Offer to write down, or have someone else write, oral responses given by the candidate
• Ensure that the time available to complete the assessment, takes account of the student’s needs
Age
• Educational background Age of the assessor
Limited study skills
Make sure font size is not too small Assessor should refer to the student’s experience
Ensure that the time available to complete the assessment takes account of the student’s needs
Educational background
• Reading
Writing
Numeracy
Limited study skills and /or learning strategies •
• Discuss with the student their previous learning experience
Ensure learning and assessment methods meet the learner’s individual need
Disability
• Speaking
Reading
Writing
Numeracy
Learning
Strategies
• Identify the Issues
Create a climate of support & ensure access
Appropriately structured assessment
Using other’s expertise
An individual’s access to the assessment process should not be adversely affected by restrictions placed on the location or context of assessment beyond the requirements specified in the training package. Reasonable adjustments can be made to ensure equity in assessment for people with disabilities. Adjustments include any changes to the assessment process or context that meet the individual needs of the person with a disability, but do not change competency outcomes.
When assessing people with disabilities, trainer/assessors are encouraged to apply good practice assessment methods with sensitivity and flexibility.
The assessment process must:
• Provide for valid, reliable, flexible and fair assessment
• Provide for judgement to be made on the basis of sufficient evidence Offer valid, authentic and current evidence
Access and Equity
Please speak to your trainer/assessor if you require assistance with any access and equity concerns you may have.
Recognition of Prior Learning
If you can demonstrate that you have the skills and knowledge within this unit, you should speak to your trainer/assessor about this and apply for recognition of prior learning.
Assessments
There are five (5) forms of assessment or evidence gathering methods for this unit of competency. Students are required to complete them all. Your assessor will advise when assessments are due.
Students may use various sources of information including: text books, learning workbooks, other documents and the internet and they must list the sources of the information.
Assessment 1 Question & Answers: Answer all 09 questions in the given space. Add more sheets if you need more space.
Assessment 2 Project Work: In this assessment, you are required to manage the review of the currency of the organisational vision and mission, make any necessary changes, and communicate the review process to stakeholders in order to gain their support.
Assessment 3 Project Work: In this assessment, you are required to complete analyses of the organisational environment to develop an understanding of potential competitors and allies, and the associated risks and benefits.
Assessment 4 Project Work: In this assessment, you are required to develop and document a strategic plan for the organisation based on the research you have conducted. You will also need to communicate the strategic plan to key stakeholders in the organisation.
Assessment 5 Project Work & PPT: In this assessment, you are required to implement the strategic plan within the organisation, monitor progress and develop a report evaluating the implementation.
Assessment Task 1 – Written Question Answers Submission Details
The assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor.
Submit this document with any required evidence attached. See instructions below for details.
Assessment description
• This is an open-book assessment.
• You are to read each question carefully and understand them before you write answers.
• You MUST answer the questions in your own words.
• You have to write answers in the space provided or it can be submitted in MS Word document. You can use extra sheets if your answers does not fit in the given space. Please give proper reference of questions when using extra sheets.
• You must answer all written questions satisfactorily as part of this assessment to be deemed Satisfactory for this assessment
Question 1
Describe the steps required to review and develop new organisational values.
(PC1.3; KE4,5)
Question 2
An organisation’s internal environment has many variables, such as management structures, workforce development and operations it has some control over. Its external environment is less controllable, so successful organisations need to consider and respond to external variables when undertaking strategic planning.
List five key elements in a typical organisation’s external environment and explain how these can impact an organisation’s strategic planning. (PC2.2; KE4)
Question 3
A SWOT analysis outlines the strengths, weaknesses, opportunities and threats that can provide important information on the internal workings of an organisation.
Explain how this is useful. (PC2.5; KE3)
Question 4
Market share describes the section of a market that an organisation has control over, and can be used to compare the strengths of the organisation over its competitors. By understanding your customers’ profiles, strengths and weaknesses, you can better plan to meet their needs.
Describe four strategies you can use to get to know your customers. (PC2.4)
Question 5
When undertaking a strategic planning process, there will often be situations where it becomes necessary to consult specialists and experts for advice, often as part of a risk mitigation strategy.
Name five such experts or specialists, and give an example of what type of advice you might expect from each of them. (PC2.3; PE1.3, 2.2)
Question 6
You need to consider the legal, regulatory and industry requirements – including in relation to intellectual property – that needs to be reviewed and analysed for the development of a strategic plan.
Provide two examples of each of the following: a. Legislation
b. Regulations
c. Codes of practice (PE2.2; KE1)
Question 7
When undertaking a cooperative venture, like any major business decision, a risk analysis should be undertaken to identify any risks and develop strategies to manage them. Ventures that pose significant risks may even need to be reconsidered.
What steps would you take to undertake a risk assessment of a proposed collaborative or cooperative venture? (PE2.8; KE2)
Question 8
Strategies are statements of how you will achieve goals and objectives, and must link back to the vision and mission. They can then be defined into specific actions and tasks, which is expressed as a strategy.
Give an example of each of the following strategies, explain how you would implement them and why they are important in the strategic planning process: a. Resource strategies
b. Time lines
c. PIs (PC3.3; PE2.3, 2.5, 2.6)
Question 9
Strategic plans typically cover a period of three to five years. This is considered enough time to implement real and measurable progress in the not-too-distant future.
However, in dynamic and volatile environments, it may be necessary to amend the plan to reflect these changes. Describe some of the factors which might warrant changes to the strategic plan, and describe critical points to consider when making the changes and the final stage of the review process. (PC4.6; PE5)
Assessment Instructions
Assessment Task 2: Confirm organisational vision and mission
Required documents and equipment
● Marking Guide
● Assessment Task 1.
Instructions for assessor
In this assessment, candidates are required to manage the review process of an organisation, describe changes to the organisation mission and vision, and communicate the approach to the review process to stakeholders (through an electronic medium such as email).
Planning the assessment
● Arrange with candidates to meet at an agreed time to discuss the vision and mission as they have identified it. Your role in this meeting is to act as a consultant strategic plan writer, and provide feedback about whether you agree with their findings or not. If you do not agree with some of their findings, make sure you give clear and specific feedback about which findings you don’t agree with and your reasoning.
● Arrange with candidates to submit their final presentation at an agreed time.
Assessment Task 2: Project Work
Submission details
The assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor.
Submit this document with any required evidence attached. See specifications below for details.
Performance objective
In this assessment, you are required to manage the review of the currency of the organisational vision and mission, make any necessary changes, and communicate the review process to stakeholders in order to gain their support.
Assessment description
Review the organisation’s vision and values by reviewing the case study information provided, as well as meeting with a key stakeholder in the case study organisation (role-played by your assessor). After reviewing materials, revise the vision and mission statements to reflect the current status and direction of the organisation, then communicate with the relevant stakeholders to:
● outline changes to the vision and organisational values
● describe the strategic planning process and identify where input can be provided.
Procedure
For the case study information provided in this assessment, you need to summarise:
● the established (written) vision and mission of the organisation
● current practices of the organisation and, in particular, whether they support the mission objectives of the organisation, or point to potentially new objectives for the organisation.
After you have developed this summary, you need to meet with a key stakeholder/strategic planning consultant (your assessor) to discuss the vision and mission as you have identified it. You should also check that they agree with your findings. Summarise, in dot-point form, your discussions with the key stakeholder/consultant and ensure that this includes any recommendations they made.
After this meeting, you need to draft an email to the other stakeholders in your organisation, using the headings described below.
1. Existing vision and mission: From the case study information provided, describe the existing mission and vision statements.
2. Current approaches: From the case study information provided, and your meeting with the key stakeholder/consultant, describe the current organisational understanding and enactment of the mission and vision statements.
3. Revised vision and mission: Based on steps 1 and 2 above, develop revised vision and mission statements that reflect the current organisational requirements.
4. Organisational values: Based on the case study information provided, step 2 above, and your reflection on the revised mission/vision statements (from step 3), describe the organisational values required to support the revised mission and vision statements.
Once you have drafted the email, submit it to the key stakeholder/consultant (assessor) for review. When submitting the proposed email and accompanying documents, you need to ensure that:
● your email is titled ‘Mission/Vision review’
● your report is in order, with attachments (notes from your meeting) at the back of your report
● your report is submitted as required by your organisation (your training provider).
Note: You need to retain your revised vision and mission and organisational values for reference and use in Assessment Task 2.
Specifications
You must provide:
● a completed draft email, as outlined above in steps 1–4, using the headings provided for each step
● summary notes from the meeting with your key stakeholder/strategic planning consultant.
Your assessor will be looking for:
● evidence that you have analysed and identified the needs of the case study, and reflected these in the revised mission and vision statements you have developed.
Assessment Task 3: Analyse the internal and external environment
Required documents and equipment
● Marking Guide
● Assessment Task 2.
Instructions for assessor
Candidates are required to complete PEST and SWOT analyses for an organisation, plus complete analyses on competitors/allies, by reviewing the potential competitors and allies supplied in the case study.
Planning the assessment
● Arrange with candidates to meet at an agreed time to discuss and confirm the analyses they have completed, together with the summary of potential cooperative venture allies. During the meeting, you need to provide feedback to the candidate about suggested changes they should make to their draft report.
● Arrange with candidates to submit their final report at an agreed time.
Assessment Task 3: Project Work
Assessment Instructions
Submission details
The assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor.
Submit this document with any required evidence attached. See specifications below for details.
Performance objective
In this assessment, you are required to complete analyses of the organisational environment to develop an understanding of potential competitors and allies, and the associated risks and benefits.
Assessment description
Complete a value chain analysis, PEST and SWOT for your organisation, plus analyses of the potential competitors and allies supplied in the case study.
Procedure
For the provided case study, you are required to complete for your organisation:
1. PEST analysis (including a review of legislation impacting on MacVille)
2. SWOT analysis (including an evaluation of the value-chain).
You are also required to review competitors/allies to MacVille, as described in the case study, and:
● identify and describe existing and potential competitors/allies, then summarise the strengths and weaknesses of each
● develop a separate summary statement for each potential ally for a cooperative venture that describes their alignment with MacVille’s vision, mission, values and attributes, as identified on the tender document.
Once you have developed these materials, you need to meet with your supervisor (role-played by assessor) to discuss and confirm the analyses you have completed, together with the summary of potential cooperative venture allies. Take notes in the meeting with your supervisor and make any changes as suggested by them, before submitting your final version.
Note: You need to retain your analysis of the organisation, competitors and allies for reference and use in Assessment Task 3.
Specifications
You must provide:
● a completed set of analyses (PEST and SWOT)
● a review of existing and potential competitors and allies
● a review of potential allies and a statement of their alignment with organisational values (as described in Assessment Task 1) and tender requirements ● summary notes from the meeting with your supervisor.
Your assessor will be looking for:
● evidence that you have analysed and identified the needs of the case study, and reflected these in the reviews and summary notes you have developed.
Assessment Instructions
Assessment Task 4: Write strategic plan
Required documents and equipment
● Marking Guide
● Assessment Task 3.
Instructions for assessor
In this assessment, candidates are required to develop and document a strategic plan for the organisation based on the research they have conducted. They will also need to communicate the strategic plan to key stakeholders in the organisation.
Planning the assessment
● Arrange a time to meet (in role-play as CEO of the organisation) with the candidates individually to receive and discuss their draft strategic plans for the organisation. The key in this meeting is for you to be able to clarify aspects of their plan. You need to return to them a Board-endorsed version of these plans, with any required amendments to the plans noted on them in writing or on an accompanying written note. You may choose to do this immediately, with the candidate present, or return it at a later date – the latter would be a more realistic simulation (as it models a time delay seeking board approval) but may not be administratively feasible.
● Arrange with candidates to submit their final strategic plans at an agreed time.
Assessment Task 4: Project Work
Submission details
The assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor.
Submit this document with any required evidence attached. See specifications below for details.
Performance objective
In this assessment, you are required to develop and document a strategic plan for the organisation based on the research you have conducted. You will also need to communicate the strategic plan to key stakeholders in the organisation.
Assessment description
Write a strategic plan, including consideration of resource implications, and then circulate to stakeholders. After endorsement from the Board, communicate the plan to employees and describe any implications for their role in the organisation.
Procedure
For the provided case study information, following on from your analysis of the organisation, and competitors and allies in Assessment Task 2, you need to do the following.
1. Formulate strategic objectives for the organisation (based on the Board minutes).
2. For each objective, develop and describe strategies that you think could be used to meet the objective in the future.
3. For the strategies described, you need to:
a. develop a prioritised list of strategies
b. describe a timeframe for each to be completed
c. assign responsible parties to each strategy
d. assign measurable performance indicators to individual strategies.
When you have completed your draft strategic plan, you need to make an appointment to meet with
the CEO of your organisation (role-played by assessor) to discuss your plan. They will gain endorsement from the Board for the plan, and return it to you with any required amendments.
After you have received the endorsed plan from the Board, you need to do the following.
1. Develop briefing materials (dot-point descriptors) for the identified responsible parties, outlining the requirements of their role in achieving the relevant strategy.
2. Develop a cover statement/letter to be sent out with the strategic plan that includes:
a. a brief overview of key objectives
b. a description of the research and process used to develop the plan.
Specifications
You must provide:
● a completed draft strategic plan based on your analysis in Assessment Task 2, with organisational objectives, and strategies for enacting and achieving the objectives
● summary notes from your meeting with the organisation’s CEO (assessor)
● briefing and information materials about the revised strategic plan for staff and responsible parties.
Your assessor will be looking for:
● evidence that you have analysed and identified the needs of the case study, and reflected these in the strategic plan and informational materials you have developed.
Assessment Instructions
Assessment Task 5: Implement strategic plan
Required documents and equipment
● Marking Guide
● Assessment Task 4.
Instructions for assessor
In this assessment, candidates are required to review the implementation of a strategic plan within an organisation and develop a report evaluating the implementation.
Planning the assessment
● Arrange with candidates to submit their written progress report at an agreed time.
Assessment Task 5: Project work & PPT
Submission details
The assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor.
Submit this document with any required evidence attached. See specifications below for details.
Performance objective
In this assessment, you are required to implement the strategic plan within the organisation, monitor progress and develop a report evaluating the implementation.
Assessment description
As part of your review, you need to develop a report describing the implementation as measured by the achievement of KPIs, milestones and overall effectiveness. You also need to identify and describe any refinements or improvements that can be made to the implementation process.
Once your report is completed, you are to present the report to relevant stakeholders, seeking feedback and input.
Procedure
From the case study information provided, you need to develop a progress report with information provided under the following headings.
1. KPI progress: Review and describe the progress of the strategic plan, according to each of the identified performance indicators.
2. Milestone progress: Evaluate the achievement of identified objectives against the established timeline milestones for the strategic plan.
3. Overall progress: Evaluate and describe the overall effectiveness and progress of the strategic plan.
4. Improvements: Make necessary refinements to ensure continued achievement of the plan; describe methods for improving strategic planning processes.
Once the report is completed, draw up a communication plan outlining:
● who the audience will be
● what resources will be needed
● the delivery timeframes
● the content of the presentation (can be in a PowerPoint presentation or similar medium).
Then deliver the information session to the relevant audience (your assessor).
Specifications
You must submit:
● a completed progress report, as described above ● a presentation and communication plan.
Your assessor will be looking for:
● evidence that you have analysed and evaluated the progress of the strategic plan implementation through the case study, and reflected these in the progress report you have developed
● evidence of the way in which you communicated the contents of the report and to whom, including how you implemented the strategic plan and the process you used to monitor its progress. You will also need to gather input from the audience (your assessor).
