Develop and Implement Strategic Plans

This practical assignment involves a case study of Bounce Fitness, where students analyze the company's vision, mission, and values, conduct a SWOT analysis, and evaluate cooperative ventures. The assignment culminates in a presentation proposing a strategic management plan to senior management.

Module 7
Qualification :
BSB61915 Advanced
Diploma of Leadership and
Management
Unit Title: Develop and implement
strategic plans
Assessment :
Task 1 Case study and short questions
Task 2 Observation/ demonstration on presentation and short
questions
Student Declaration: I declare
that this work has been
completed by me honestly and
with integrity. I understand that
the Elite Education Vocation
Institute’s Student Assessment,
Reassessment and Repeating
Units of Competency Guidelines
apply to these assessment tasks.
Student Name:
Student Signature: Date:
Assessment submission (new)
requirements
Please save this file as PDF
format (include your name to the
filename) before uploading onto
Moodle.
Assessment deadlines penalty
It is expected that unless a
simple extension, special
consideration or disability
services adjustment has been
granted, candidates will submit
all assessments for a unit of
V2019.T1. 1.2

study on the specified due date.
If the assessment is completed or
submitted within the period of
extension, no academic penalty
will be applied to that piece of
assessment.
If an extension is either not
sought, not granted or is granted
but work is submitted after the
extended due date, the late
submission of assessment will
result in a late penalty fee. For
further information, please refer
to the Assessment Policy.
Assessment/evidence
gathering conditions
Each assessment component is
recorded as either Satisfactory
(S) or Not Yet Satisfactory (NYS).
A student can only achieve
competence when all
assessment components listed
under procedures and
specifications of the assessment
section are Satisfactory. Your
trainer will give you feedback
after the completion of each
assessment. A student who is
assessed as NYS is eligible for
re-assessment. Should the
student fail to submit the
assessment, a result outcome of
Did Not Submit (DNS) will be
recorded.
Principles of Assessment
Based on Clauses 1.8 – 1.12
from the Australian Standards
Quality Assurance’s (ASQA)
Standards for Registered
Training Organizations (RTO)
2015, the learner would be
assessed based on the following
principles:
Fairness - (1) the individual
learner’s needs are
considered in the
assessment process,
(2) where
appropriate,
reasonable
adjustments are
applied by the RTO
to take into account
the individual
V2019.T1. 1.2

leaner’s needs and,
(3) the RTO informs
the leaner about the
assessment process,
and provides the
learner with the
opportunity to
challenge the result
of the assessment
and be reassessed if
necessary.
Flexibility – assessment is
flexible to the
individual learner by;
(1) reflecting the
learner’s needs, (2)
assessing
competencies held
by the learner no
matter how or where
they have been
acquired and, (3) the
unit of competency
and associated
assessment
requirements, and
the individual.
Validity – (1) requires that
assessment against
the unit/s of
competency and the
associated
assessment
requirements covers
the broad range of
skills and knowledge,
(2) assessment of
knowledge and skills
is integrated with
their practical
application, (3)
assessment to be
based on evidence
that demonstrates
that a leaner could
demonstrate these
skills and knowledge
in other similar
situations and, (4)
judgement of
competence is based
on evidence of
learner performance
that is aligned to the
unit/s of competency
and associated
V2019.T1. 1.2

assessment
requirements.
Reliability – evidence presented
for assessment is
consistently
interpreted and
assessment results
are comparable
irrespective of the
assessor conducting
the assessment
Rules of Evidence
Validity – the assessor is
assured that the
learner has the
skills, knowledge
and attributes, as
described in the
module of unit of
competency and
associated
assessment
requirements.
Sufficiency – the assessor is
assured that the
quality, quantity and
relevance of the
assessment
evidence enables a
judgement to be
made of a learner’s
competency.
Authenticity – the assessor is
assured that the
evidence presented
for assessment is
the learner’s own
work. This would
mean that any form
of plagiarism or
copying of other’s
work may not be
permitted and
would be deemed
strictly as a ‘Not Yet
Competent’
grading.
Currency – the assessor is
assured that the
assessment
evidence
demonstrates
current
V2019.T1. 1.2

competency. This
requires the
assessment
evidence to be from
the present or the
very recent past.
Resources required for this
Assessment
 All documents must be
created using Microsoft
Office suites i.e., MS Word,
Excel, PowerPoint
 Upon completion,
ensure that you have
completed your coversheet
details, i.e. your name,
student ID and signature. If
these details are not
present, the assessment
would need to be
resubmitted again.
 The document is then
required to be converted to
PDF and uploaded to the
student learning
management system for
assessment.
 Refer the notes on
eLearning to answer the
tasks or any additional
material will be provided by
Trainer.
Instructions for Students
Please read the following
instructions carefully
 This assessment is to be
completed according to the
instructions given by your
assessor.
 Students are allowed to take
this assessment home.
 Feedback on each task will
be provided to enable you to
determine how your work
could be improved. You will
be provided with feedback
on your work within 2 weeks
of the assessment due date.
 Should you not answer the
questions correctly, you will
be given feedback on the
results and your gaps in
V2019.T1. 1.2

knowledge. You will be
given another opportunity to
demonstrate your
knowledge and skills to be
deemed competent for this
unit of competency.
 If you are not sure about any
aspect of this assessment,
please ask for clarification
from your assessor.
 Please refer to the College
re-assessment and re-
enrolment policy for more
information.
Procedures and Specifications
of the Assessment
V2019.T1. 1.2

Task 1
You will be required to
demonstrate the skills and
knowledge required to
research planning
requirements. You will be
also required to demonstrate
the planning skills and
knowledge required to
develop & implement
strategic plans. You will be
required to demonstrate the
skills and knowledge
required to consult with your
Management in the
implementation of the
human resources strategic
plan, as the organization’s
General Manager, Strategic
Management.
Read all materials required
for this assessment task:
this procedure and the
Bounce Fitness Simulated
Business
In response to the Bounce
Fitness Simulated Business
(provided). You will conduct
research to discover what
vision or mission statements
and discuss its coherence
toward its business
objectives and deliberate in
a meeting (simulated), which
addresses all questions in
this task and seek feedback
from consultant/ expert
(trainer) as well as obtaining
approval from Management
for the company’s Strategic
Plan.
Task 2
You are required to create a
PowerPoint presentation to the
Board of Directors and
Management of Bounce Fitness
which relates to Assessment
Week 1. The objectives of this
PowerPoint Presentation are:
 Document relevant
research and
V2019.T1. 1.2

background for
inclusion in the
strategic plan
 Formulate strategic
objectives and
strategies needed for
the future
 Detail each strategy
with an assigned
priority, a timeframe,
responsible parties and
measurable
performance indicators
 Circulate strategic plan
for comment, support
and endorsement
 Communicate strategic
plan to all relevant
parties
 Brief people with a
specific role in relation
to strategies
V2019.T1. 1.2

Case study
Bounce Fitness comprises of four fitness centers where its head office is currently established in Cairns, Queensland. The other
centers are in Brisbane, (Queensland), Sydney, (New South Wales) and Melbourne, (Victoria). It is the intention of the Board of
Directors that a new center will be opened in Perth, (Western Australia).
It was established in 2001 by Margaret House as a single aerobic studio. After two years’ membership increases demanded the
small leased center be expanded and a new facility was built on land purchased by the organization. In 2004 a second center was
established in leased premises in Brisbane and then Sydney and Melbourne in the subsequent two years.
The Head Office remains in Cairns and a Board of Directors has been established to oversee the function of the business in all of
the centers. Each center has a Manager, who reports to the CEO in Cairns, and a team of permanently employed fitness instructors
and other casual instructors, all of whom report to the Center Manager. The business is operated on best business practice and
complies with all legislative requirements, local by-laws and is registered with the national body.
Bounce Fitness intends to market its brand through excellence in service and expertise to establish itself as a premier provider of
fitness and wellness in Australia. Much time is invested in training the Center staff to upgrade their professional skills and in
customer service to foster a loyal member base. Classes are innovative and varied with regular changes to routines and activities.
Bounce Fitness has developed choreographed fitness moves with accompanying music which is geared to the varying interests,
needs and goals of the member group. It is intended that all around Australia, gym and fitness center members will continue to be
enhancing personal performance through classes designed and produced by this business. Classes are coupled with state-of-the-
art fitness equipment to cater to those who prefer resistance training to aerobic workouts. Additional free weights allow for use by
even die-hard lifters.
All centers are carpeted in areas used for stationary activities, spacious, well-ventilated and air-conditioned to make the
environment as safe and comfortable as possible. They are light and feature wrap-around mirrored walls. The decor was designed
by a Brisbane firm and is updated every three years. There are showers, toilets, lockers.
Each center features a retail section selling fitness shoes, clothes and other related fitness items. There is a small cafeteria which is
leased to a provider who supplies healthy, low calorie drinks and light food. Each Center has regularly scheduled aerobic classes
ranging from high intensity to low intensity. The scheduling is left to each Center but must sustain a minimum average of twelve in
each class for them to continue to be held. The style of classes changes as new methods are developed to sustain interest and
provide variety.
Circuit classes are also scheduled for groups who move in a circuitous rotation around the different resistance equipment
sequentially as instructed by the Instructor. They are required to complete interval aerobic exercises during the completion of a
class to enhance the value of the workout.
Very low intensity classes are also held in age care facilities to keep residents active and incorporate light weights to keep them
healthy. This exercise contributes to the physical and mental health of participants as well as providing an interest in their day.
Special classes are held in high schools for senior students, sheltered workshops and other special situations as requested and are
operated at minimal or no cost as a community service.
Funding is primarily from memberships. Memberships are sold on one, three, six and twelve monthly basis on a decreasing fee
scale. Casual members are welcome, but the daily rate is a premium one.
Each Center sells memberships to 120%. This means that at peak times it could be quite crowded, but experience demonstrates
that there is a maximum of 80% usage.
The retail arm of the business accounts for about 30% of the takings from each center. The strategic plan for retail is set to increase
investment in sales this year to 35%. Each Center will be given a budget to develop and implement a sales and marketing plan to
trial. The most successful may be implemented nationally and will attract an incentive for the most successful Center.
The catering facilities are currently leased to private operators, and this is reconsidered during each annual planning session by the
Board, which produces 5% of the income, less than the rent off-set.
V2019.T1. 1.2

Task 1
1. You are required to determine the organization’s vision
and mission statement with the CEO (your trainer would
undertake this role) to establish each of the proposed
strategic objectives to ensure appropriate alignment or
requiring any amendments/ refinements needed to
support this initiative.
Demonstration/ observation checklist
Bounce Fitness is made up with four fitness centres which held operations in different areas of
the Australian market. It has head office currently established in Cairns, Queensland.
There are several other centres established in Brisbane, Sydney and Melbourne.
Board of directors has objective to established new centre will be opened in Perth in
Western Australia. The chosen business also operated successfully with
establishment of oversee function of the enterprise in different centres. Each
manager of different centre need to report their CEO in head office of the
organization. Moreover, business is operated on the best business practice and
complies with different legislative requirements. Moreover, the company intends to
market its brand with excellence in services and expertise to established premier
which provide fitness and wellness in Australia.
Work activity Validation of Bounce Fitness’ vision, mission and values
Date
Validation of the organization’s vision, mission and values
(refer to the Corporate Marketing Plan)
V2019.T1. 1.2

a. Name of company Bounce Fitness’
b. Mission statement
Bounce Fitness’ has mission to deliver excellence in service and expertise which assists to
establish itself as premier for wellness and fitness in Australia. There is more time
invested in training of staff members to upgrade their professional skills and
customer services that assists to foster loyal member base. Classes are innovative
and varied with regular changes for routine activities.
c. Vision statement
Bounce Fitness’ also committed to an expanding role so that they provide wellness integrated
services. With evolvement of an empowered employee culture, creative acquisition
and use of resources successfully develop to implement comprehension programme
and services which appealing to all.
d. Values
In Bounce Fitness’, there are different elements exists that helps to determine values in wellness
and fitness. They are as follows:
Integrity: Bounce Fitness’ hold there work with co-workers accountable for building trust among
several members to being honest, ethical and consistent in easy way.
Teamwork: Bounce Fitness also ascertained with value because they are committed to
empower internal teams and external members with appropriate resource to actively accomplish
common vision.
Accountability: Furthermore, they are hold themselves with co -workers with accountable for
behaviours and responsibilities which create major impact on members and culture.
Quality: Bounce Fitness committed continually that leading in fitness industry by providing the
highest standard of quality to members with using services, programs, community relations, etc.
V2019.T1. 1.2

2. Provide a brief
discussion on
whether Bounce
Fitness would need to
make any changes or
refinements to its
vision or mission
statement in order to
achieve its business
strategic objectives
V2019.T1. 1.2

Strategic/ business objectives
Evaluate how this objective
aligns to the company’s
vision or mission statement
a. New Fitness Centre in
Perth within 2 years
Bounce Fitness has vision to
open new center
which align to
attract several
customers and
provide them
effective services
regarding wellness
and fitness. As a
result, geographic
targets successfully
develop in different
cities of Brisbane,
Sydney and
Melbourne.
b. Investment through
excellence of facility,
staff and operational
management
Strategic plan set up
increase investment in
sales in this year to 35%.
Each center successfully
develop their plan with
budget development to
implement sales and
marketing plan as trial.
The most successful plan
has been set nationally
that helps to attract an
incentive as most
successful center. In this
way, different staff
members will take training
program that successfully
implemented in all over
the world and operational
management. Operational
management program
successfully develop
which off set different
activities in appropriate
manner.
c. Invest greater time in
customer relationship
management
With the help of greater
time investment, customer
relationship management
program will continue
ascertained that helps to
attain desired level of
effectiveness. In this
regard, more focus
needed on customers
needs and requirements
that assists to deliver
catering facilities that are
currently leased to private
operators which
reconsidered during
planning process.
V2019.T1. 1.2

d. Increase staff
training in line with
their job roles
In order to increase
capabilities of staff
members, Bounce Fitness
intend their market with its
brand and provide excellence
services. They invested much
time in training the center staff
which helps to upgrade
professional skills and
customers services. Therefore,
it helps to foster loyal customer
base. In this way, personnel
performance continuously
increasing which assists to
focus on desired level of
outcomes.
e. Considerations for
franchising or
licensing as
options in the next
5 years
Bounce Fitness comprises their
operations and
functions in different
areas of Australian
market. In this
regard, head office
is currently
established in
Cairns.
Queensland. After
this, they are
continuously
expanded
operations in this
sector in different
areas such as
Brisbane, Sydney,
Melbourne, etc.
Nowadays, they
have intention to
develop new center
in Perth which helps
to increase wellness
and fitness in
Western Australian
market. As a result,
in next 5 years they
are also
establishing leased
premises so that
fitness and wellness
services continually
expanded with
several additional
benefits.
Prepared by
Student’s Name
V2019.T1. 1.2

Student’s Signature Date:
Approved by
Trainer’s Initials Date:
V2019.T1. 1.2

3. You are to
participate in a
meeting simulation
activity to discuss
in consultation with
Bounce Fitness’
managers on the
development of the
organization’s
strategic planning
process.
Demonstration/ observation
checklist
V2019.T1. 1.2

In order to participate in meeting,
it can be stated that
focus on research
helps to establish
and focus on
effectiveness.
Personal training and
fitness in geographic
market planned to
serve. As a result,
holistic health
approach, personal
training and life
coaching at
beginning has been
set with great
expansion. As per
findings, it can be
stated that personal
transformation
desired in personal
and business life
which is anticipated
positive impact of
health enhancement
on daily life.
Work activity Strategic Management Planning
Meeting
Date
Meeting Activity Template
V2019.T1. 1.2

i. Meeting activity
Meeting activity successfully
develop in Bounce
Fitness itself with
offering same and
better quality in
personal training
than the larger
competitors. Bounce
Fitness also focuses
on quality of staff,
equipments and
centres that
emphasis on benefits
with holistic
discipline in which
meeting conducted
to increase some
effectiveness in
corporate sector. It is
one of the important
part of strategy in
which advertising
considered in
different lifestyle
industry magazine
develop in each
region.
ii. Date 28/03/19
iii. Venue Auditorium of Western Australian
market
iv. Attendance
CEO Kimb
erlee
Perry
General
Marketing Present
Finance Present
Human Resources Present
Consultant/ expert Prese
v. Absence with
apologies N/A
V2019.T1. 1.2

vi. Introduction
In meeting, CEO of Bounce
Fitness determine
their objective to set
next 5 years plan. In
this plan, strategic
objectives
successfully
accomplish with
licensing the best
outcomes in centre.
Furthermore, role of
different members
has been considered
to set successful
fitness plan. It helps
to gain best award in
the organization.
vii. Meeting objectives
Formulating a strategic plan to
implement
franchising or
licensing as options
in the next 5 years
V2019.T1. 1.2

Relate in the meeting, what are the
consideration for determining
information requirements and
undertake research to deliver
relevant strategic information
a. Methodology
In the present meeting of Bounce Fitness for next five
year plan, different members considered
their goals to lead with success and fulfil
requirements of strategic plan. In this
consideration, primary methodology has
been used because all members share
their participation as face to face. In
addition to this, note making strategy also
successfully attain to regulate functions
and operations in the business.
b. Accuracy
In the present meeting, all information are accurate
because it contains face to face and note
making which helps to deal in determine
effectiveness with relevant strategic
information.
c. Validity
Meeting activity conducted with valid information
because it assists to focus on next five
year plan for Bounce Fitness to implement
plan in successful manner.
d. Reliability
All information is reliable and accurate that assists to
deliver relevant strategic plan. As a result,
it can be stated that fitness group
successfully develop plan with providing
personal training.
Deliberate briefly the organization’s
political, economic, social and
technological developments within
the fitness industry in Australia.
a.
P
o
l
i
t
i
c
s
Fitness Australia, the National Health and Fitness Industry Association,
governs and administers the National Exercise Professional
Registration System and its aim of the system is to ensure that
registered exercise professionals practice in accordance with national
professional standards and subsequently safeguard the health and
interests of people using exercise professional services. Refer to
supplementary case study material (Fitness Australia Position Statement:
Scope of Practice for Registered Exercise Professionals) Provide an
understanding on the following terms:
 The role of a
registered
exercise
professional
In order to determine evidence, it can be stated that fitness professional improve health with
promoting physical activity and provide exercise education to support their clients. In
this regard, motivation also assists to set and reach their fitness goals. They need to
focus on administrative duties for scheduling personal training session and create
workout incentive program.
 Qualification
and
continuing
education
Level 2 Certificates in Fitness instructing - Gym
Level 2 Diplomas in health, fitness and exercise instruction
Level 2 Diplomas in instructing Exercise and fitness
Level 3 Diplomas in Fitness instructing and personal training
Level 3 Diplomas in personal training
V2019.T1. 1.2

 Professional
scope and
boundaries
Professional experts have wide scope in Australian market. This is because, it increases good
way to demonstrate competence and skills. It assists to improve career prospects.
Level 3 awards also develop with conversion of advanced fitness instructor to assess
fitness as personal trainer status. It also helps to change membership status as
personal trainer.
 Professional
and ethical
practice
Professional qualification also develop with different skills such as interpersonal skills,
organization, patience, etc. In Australia, code of ethics develop practice which
requires for members to discharge duties and responsibilities all the time. In a
particular manner, professionally, ethically and morally it comprises to contact person
position, situation and condition in society.
a.
olit
ics
(co
nt.)
 List types of
legislation
and
regulations
relating to
the fitness
industry
Australian capital territory fitness industry code of practice
Australian consumer law
Western Australia fitness industry
Anti-discrimination law
Work health safety
i. Business
principles
and guidance
relating to
the fitness
industry
(refer to
Fitness
Australia
Business
Guidelines for
Fitness
Business)
Business principles and guidance for fitness businesses determine legislation in Australia which
demonstrate the best practice standard to offer practical recommendations with
simple implementation. In this regard, wide range of stakeholders formulate key
principles and translate it to ensure appropriate standards of professionalism, safety
and customer care. It is successfully maintained to deliver quality service to their
consumers. Main benefit of this is to help consumers through making their interest
and focus with compliance with rules. On the basis of quality assurance in business
practice which despite difference in regulations across Australia. Appropriate
implementation of efficient and quality standards by fitness business ascertained with
Bounce Fitness.
b.
co
no
mi
c
i. General
market
growth for
Australia
(refer to
Corporate
Marketing
Plan)
Growth for Australia is continually expanded which ascertained with expected outcomes with
current year of operation. Bounce Fitness expected their more growth with increasing
sales around $3,000,000.
V2019.T1. 1.2

ii. Perth’s
current and
potential
business
growth
From the survey, it has been found that in Bounce Fitness full-time staff members can be
expected to train 30 new clients in every week. This number is expected 25% will be
repeat customers so that Bounce Fitness can expect to generate regular 120 new
clients.
c.
oci
al
i. Australian
consumer
spending
patterns
In Australian market, consumers are spending more in this because they are looking for wellness
and fitness. It helps to deal successfully by Bounce Fitness. They are well aware
towards health and increase their stamina in regular life.
ii. Market
trends (refer
to Corporate
Marketing
Plan)
In order to conduct research, it can be stated that market trend undertook for conducting
research with prior establishing Bounce Fitness. Focus of this aspect is conducting
research result that encouraging beginning of period with great expansion. New
concept also offer successfully for staff and business as well.
d.
ec
hn
olo
gic
al
i. Growing
popularity of
wearable
fitness
devices
Bounce Fitness offering better quality personal training as compare to larger competitors at more
reasonable price. Hence, it will focus on quality of staff, equipments and centres so
that it emphasis on add on benefit with different holistic discipline and motivation.
ii. Access to
substitute
fitness
services via
the Internet
With the help of internet, substitute fitness services can be successfully access that helps to lead
with increasing and conducting more research. Bounce Fitness plans on offering new
initiatives with special interest group.
V2019.T1. 1.2

V2019.T1. 1.2

Discuss briefly what are the key
strengths and weaknesses within
the organization, and its
opportunities and threats faced.
(Relate to Bounce Fitness Corporate
Marketing Plan).
a.
W
OT
an
aly
sis
i. Strengths
Bounce Fitness determine their fitness facility with long term planning.
They are continually looking for expansion of the business with increasing special interest
group.
Membership sales also increasing to take new initiatives.
Payment methods opt with different types such as cash, credit card, etc.
ii. Weaknesses
Bounce Fitness not considered training facility as reasonable option.
Bounce Fitness offers reduced costs for full payment options for membership services.
There is wide risk in of non-payment which is small.
iii. Opportunitie
s
Bounce Fitness has several opportunities such as they can add new membership programme
to increase more consumers.
They can also focus on special services which helps to consider detailed analysis.
Review of budget for performance tab in each centre also opportunity in front of Bounce
Fitness.
iv. Threats
In Australian market, there is wide competition in fitness industry so that it highly impact on
Bounce Fitness.
Bounce Fitness negotiated favourable lease on all properties with property management firm
so that they face issue of renewal option in every three year.
a.
om
pet
ito
rs
i. Competitor #
1 Air-Hop Bristol
ii. Competitor #
2 Sky Zone
iii. Competitor #
3 Jump Nation
V2019.T1. 1.2

b.
C
o
m
p
a
n
y
o
u
tl
o
o
k
a
n
a
l
y
s
i
s
i. Market
needs
Market needs continuously assessed in fitness industry to incorporate substantial
research to provide different kinds of wellness and fitness services in different areas of
Australian market. Therefore, it can be stated that many individuals and businesses as
well.
ii. Service
offering
capabilities
Bounce Fitness market their products and services with same or quality personal
training than its larger competitors at reasonable price.
iii. Critical
issues
Appropriate distribution and purchase of equipment are major issues in front of the
fitness industry. With this consideration, more cash outlay required which play important
role.
iv. Marketi
ng objectives
Generate more sales by 10%
Increase market penetration in each quarter
Continue to cultivate Bounce Fitness to increase long term wellness program.
v. Financi
al objectives
Financial objective of the Bounce Fitness is to increase market share and presence
under corporate strategy to make positioning that appeals into market segments to meet
with strategic marketing objectives.
V2019.T1. 1.2

4. Discuss how
Bounce Fitness
should consider
cooperative
ventures that are
supported by
risk and cost
benefit analyses,
are consistent
with its vision,
mission and
values and,
provide a due
diligence
evaluation.
Type of
venture
Plausible risk/s
identified
Likelihood
(L/M/H) Risk impact Mitigation strategy Cost (limitations)
a.
L
i
c
e
n
s
i
n
g
Financial risk H This risk highly impact on Bounce
Fitness.
Appropriate
funding
$150Technical risk M
On Bounce Fitness, technical risk
impact on medium level because it
consists less important role.
Recruit technical
expertise who
can focus on
different apps.
Physical risk L
Staff members must be active
physically so that it is essential to
deal with requirements of service
industry.
Provide proper
training to all staff
members.
b.
F
r
a
n
c
h
i
s
i
n
g
Market risk M
Bounce Fitness majorly determine their
contribution in physical
exercise and fitness so that
they need to focus on
general wellness program.
Hence, growth of market
highly impact on the
enterprise.
Focus on market
competition.
$120
Consumer risk H
Consumer must be satisfy with
services of Bounce Fitness so that
they can continue purchase services.
V2019.T1. 1.2

V2019.T1. 1.2

5. Sele
ct
strat
egy
with
an
assi
gne
d
prio
rity,
due
dilig
enc
e
revi
ew,
time
fram
e for
impl
eme
ntati
on,
resp
onsi
ble
parti
es
invo
lved
,
and
mea
sura
ble
perf
orm
anc
e
indi
cato
rs
agai
nst
mile
ston
es.
Type of
venture
Rank (1/2) Due diligence review (justification) Timeframe for
implementation
(when)
Responsible parties
involved (who)
Measurable performance
indicators to be used
V2019.T1. 1.2

a. L
ic
e
n
si
n
g
1
Licensing helps to increase
services and more profit in
Bounce Fitness.
2 months CEO KPI
V2019.T1. 1.2

b. F
r
a
n
c
h
is
i
n
g
2
Franchising required more
cost implementation against
milestones.
3 months CEO KPI
Prepared by
Student’s
Name
Student’s
Signature Date
V2019.T1. 1.2

Consultant/ expert
feedback (Trainer please
 )
Areas of discussion Agree Pending Disagre
e Comments
Determining information
requirements
 Methodology
 Accuracy
 Validity
 Reliability
PEST analysis
 Politics
 Economics
 Social
 Technology
SWOT analysis
 Strengths
 Weaknesses
 Opportunities
 Threats
 Competitors
Company outlook
analysis
 Market summary
 Market needs
 Service offering capabilities
 Critical issues
 Marketing objectives
 Financial objectives
Risk and Cost-benefit
Analysis
 Licensing
 Franchising
 Strategy selection
Consultant/ expert
approval
Trainer’s Initials Date
V2019.T1. 1.2

Task 2
1. Using the information you have gathered in
Assessment Week 1, you now must create a 10-
minute PowerPoint (paste PPT slides in the empty cells
below as seen in the sample below) presentation for
the company case to propose to senior management
on its strategic management plan.
Demonstration/ observation checklist
Work activity Presentation
Date
Presentation Slide Answer Template
i. Cover page – name of company, title of
presentation and name of presenter
V2019.T1. 1.2

ii. Company
background
V2019.T1. 1.2

iii. Company’s
mission and
vision
statement
V2019.T1. 1.2

iv. Company’s
current
performance
V2019.T1. 1.2

v. Company’s
business
objectives
V2019.T1. 1.2

vi. Company’s
PEST analysis
V2019.T1. 1.2

vii. Company’s
SWOT analysis
V2019.T1. 1.2

viii. Evaluation of
cooperative
ventures
V2019.T1. 1.2

ix. Strategy
selection
V2019.T1. 1.2

x. Questions &
thank you
 Question 2 is located the page after the Presentation
Observation/ Demonstration Marking Rubric.
V2019.T1. 1.2

Criterion
Presentation
Observation/
Demonstration Marking
Rubric (for trainer use)
4 3 2 1 Mark
Visual Appeal
There are no errors in spelling,
grammar and punctuation.
Information is clear and concise
on each slide.
Visually appealing/engaging.
There are some errors in spelling,
grammar and punctuation. Too
much information on two or more
slides.
Significant visual appeal.
There are many errors in spelling,
grammar and punctuation. Too
much information was contained
on many slides.
Minimal effort made to make
slides appealing or too much
going on.
There are many errors in spelling,
grammar and punctuation. The
slides were difficult to read and
too much information had been
copied onto them.
No visual appeal.
Comprehension
Extensive knowledge of topic.
Members showed complete
understanding of assignment.
Accurately answered all
questions posed.
Most showed a good
understanding of topic.
All members able to answer most
of audience questions.
Few members showed good
understanding of some parts of
topic.
Only some members accurately
answered questions.
Presenters didn’t understand
topic.
Majority of questions answered
by only one member or majority
of information incorrect.
Presentation
Skills
Regular/constant eye contact,
The audience was engaged, and
presenters held the audience’s
attention.
Appropriate speaking volume &
body language.
Most members spoke to majority
of audience; steady eye contact.
The audience was engaged by
the presentation.
Majority of presenters spoke at a
suitable volume.
Some fidgeting by member(s).
Members focused on only part of
audience.
Sporadic eye contact by more
than one presenter.
The audience was distracted.
Speakers could be heard by only
half of the audience. Body
language was distracting.
Minimal eye contact by more than
one member focusing on small
part of audience. The audience
was not engaged.
Majority of presenters spoke too
quickly or quietly making it difficult
to understand.
Inappropriate/disinterested body
language.
Content
The presentation was a concise
summary of the topic with all
questions answered.
Comprehensive and complete
coverage of information.
The presentation was a good
summary of the topic.
Most important information
covered; little irrelevant info.
The presentation was informative
but several elements went
unanswered.
Much of the information
irrelevant; coverage of some of
major points.
The presentation was a brief look
at the topic but many questions
were left unanswered.
Majority of information irrelevant
and significant points left out.
Total
Comments
Assessor’s signature
Date
V2019.T1. 1.2

2. Referencing to Q1,
provide a brief
discussion on the
consideration when
implementing a
strategic plan on the
following:
i. Why is it important to
review effectiveness of a
strategic plan and improve
on it?
ii. Briefly discuss what are
the performance metrics
used to review a strategic
plan?
iii. Discuss how continuous
improvement is used to
make necessary
refinements to the
strategic plan.
Attendance sign-off for the
Organizational Development
Management Meeting
Name Position Signature Date
Margaret House CEO
Student’s name GM – Strategic Management
Kath Jones GM - Marketing
Steve Brinkley GM - Finance
Laura Irish GM – Human Resources
Mr Andrey Loburets Consultant/ Expert
V2019.T1. 1.2

Assessment Submission Checklist to be completed by the Trainer/Assessor
Unit name: BSBMGT616 Develop and implement strategic pla
Task : One
Did the student complete and provide evidence for the following (please  ): Ye
1. Provide an analysis for a company’s vision and mission?
2. Conducted a preliminary environmental analysis of company’s industry?
3. Conducted a preliminary SWOT analysis of company and its competitor?
4. Provide a risk, cost benefits analysis, due diligence and discuss the type of cooperative
venture?
5. Submit within agreed timeframe?
Has the learner proven they can (please  ): Ye
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
2.1 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
V2019.T1. 1.2

Feedback and result outcome for Task 1
(please  )
Satisfactory
Not Yet Satisfactory
Re-assessment required
Unit name: BSBMGT616 Develop and implement strategic pl
Task: Two
Did the student complete and provide evidence for the following (please  ): Ye
1. Provide a presentation?
2. Answered all short questions?
3. Submit within agreed timeframe?
Has the learner proven they can (please  ): Ye
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
4.1 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
V2019.T1. 1.2

Feedback and
result outcome
for Task 2
(please  )
Satisfactory
Not Yet Satisfactory
Re-assessment required
Assessment Summary
R
e
s
u
l
t
(
p
l
e
a
s
e

)
Task 1 Case study analysis and observation/
demonstration S NYS DNS
Task 2 Observation /demonstration and short
questions S NYS DNS
Final Assessment Result for this unit C NYC
Feedback is given to the student on each Assessment task on Moodle YES NO
Feedback is given to the student on final outcome of the unit on Moodle YES NO
The result of my
Student Signature Date
Trainer/
Trainer/ Assessor’s Initials Date
V2019.T1. 1.2

Appeal
Process
I would like to
appeal the
outcome of this
assessment as
per the appeals
procedure in the
Student
Handbook
Student Signature Date
V2019.T1. 1.2

REFERENCES
Aydin, A., Demir, E. and Ünlü, N., 2016, June. Formulation of an e-government
strategic plan based on a hybrid approach: the case of Turkey. In European
Conference on e-Government(p. 19). Academic Conferences International
Limited.
Baugher, J.E., Osika, W. and Robèrt, K.H., 2016. Ecological Consciousness, Moral
Imagination, and the Framework for Strategic Sustainable Development.
In Creative Social Change: Leadership for a Healthy World (pp. 119-142).
Emerald Group Publishing Limited.
Borén, S., Nurhadi, L. and Trygg, L., 2017. A strategic approach to sustainable
transport system development–part 2: the case of a vision for electric vehicle
systems in southeast Sweden. Journal of cleaner production, 140, pp.62-71.
Broman, G.I. and Robèrt, K.H., 2017. A framework for strategic sustainable
development. Journal of Cleaner Production, 140, pp.17-31.
Ioppolo, G., Cucurachi, S. and Shi, L., 2016. Sustainable local development and
environmental governance: A strategic planning
experience. Sustainability, 8(2), p.180.
Rao, M.M., Sabat, R.R. and Sharma, A.V.N.L., 2016. Strategic plan for Academic
excellence through Critical thinking for Curriculum Development. Journal of
Engineering Education Transformations.
Wiseman, R.F., 2016. SIP4: Maryland review and revision of articulation model and
diversity/inclusivity strategic plan development.
V2019.T1. 1.2