Succession Planning and Management Guide for Organizations

Assessment Task 3 BSBLDR802 Lead the strategic
planning process for an
organisation
Written Task: Succession
Planning
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
The candidate will demonstrate the skills and knowledge required to lead
the development of high-level strategic plans that serve the vision and
mission of an organisation. They will also show their ability in analysing the
environment, identifying risks and opportunities, planning staffing
requirements, succession planning, and establishing and monitoring
financial and non-financial performance indicators.
Assessment description
This assessment task consists of preparing a written report on successful
succession planning and management in an organisation. Refer to the
document provided “Succession Planning and Management Guide”
available on:
http://www.exec.gov.nl.ca/exec/hrs/publications/
succession_planning_and_management_guide.pdf
Read the document and answer the questions given in the section
procedure below.
Procedure
1. Read the given document on Succession Planning and Management
(SPM). You may consult with your trainer/assessor if you are not clear
of the questions being asked.
2. Answer the questions in the space provided.
3. You may provide additional documents if required.
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RTO 41297 | CRICOS 03444C
Jan 2018 version: 2.0

Assessment Task 3 BSBLDR802 Lead the strategic
planning process for an
organisation
4. Complete all the questions and submit all documents as required.
5. Ensure you keep a copy of all work submitted for your records.
Specifications
You must:
● meet with your assessor to clarify the questions if required
● provide suitable examples where necessary
● give reference to information you have gathered from any additional
sources
● submit your notes.
Your assessor will be looking for your ability to:
● facilitate processes to develop an organisation-wide strategic plan
including:
 consulting with decision makers and other stakeholders
 planning and budgeting for human, financial and capital resources
and implementing staff development and succession plans
 identifying and analysing information about the organisation and
its environment including research about industry trends and
practices, an environmental and organisational scan, existing
organisational strategic planning documents, a strengths,
weaknesses, opportunities and threats (SWOT) analysis and
identifying risks to achieving the organisation's goals
 aligning the strategic plan to the vision, mission and key goals of
the organisation
 identifying performance indicators
 communicating with and engaging stakeholders in the
development, sign off and implementation of the plan
● harness resources, staff and stakeholder commitment to ensure
implementation of the strategic plan by consulting and engaging with
them throughout the process
● implement and evaluate the strategic plan including developing
tactical or operational annual plans and refining the plan to respond
to changed conditions.
Adjustment for distance-based learners
● No variation of the task is required.
● Documentation can be submitted electronically or posted in the mail.
Choice Business College Page 2 of 9
RTO 41297 | CRICOS 03444C
Jan 2018 version: 2.0

Assessment Task 3 BSBLDR802 Lead the strategic
planning process for an
organisation
Answer the questions in the space
provided
Answer all the questions. You may attach any additional documents if
required.
1. Discuss the importance of succession planning and
management (SPM) for an organisation in today’s context.
Choice Business College Page 3 of 9
RTO 41297 | CRICOS 03444C
Jan 2018 version: 2.0