BSB61915 Advanced Diploma: Strategic Plans - Task 1 Case Study

This assignment focuses on developing and implementing strategic plans within the context of a simulated business, Bounce Fitness. Task 1 requires students to research planning requirements, analyze vision and mission statements, and formulate strategic objectives. It involves consulting with management and seeking approval for the company's strategic plan. Task 2 involves creating a PowerPoint presentation for the Board of Directors and Management, documenting research, formulating strategies, and detailing each strategy with assigned responsibilities. The assessment emphasizes skills in research, strategic planning, consultation, and presentation, aligning with the BSB61915 Advanced Diploma of Leadership and Management curriculum. The assignment adheres to principles of assessment including fairness, flexibility, validity, reliability, authenticity, and currency, ensuring a comprehensive evaluation of the student's competence in strategic 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