BSBMGT616: Strategic Plan Development and Implementation: A Guide

This document serves as a comprehensive guide to the BSBMGT616 unit, focusing on the development and implementation of strategic plans. It outlines the assessment criteria, elements of competency, and foundation skills required for success. The document covers key aspects such as confirming organizational vision and mission, analyzing internal and external environments, writing and implementing strategic plans, and evaluating their effectiveness. It also includes detailed explanations of assessment tools like learner workbooks, observation checklists, and third-party assessments. The document emphasizes the importance of stakeholder engagement, risk management, and the use of strategic planning methodologies like PEST and SWOT analyses. Furthermore, it provides insights into developing organizational values and gaining support for the strategic planning process, ensuring a holistic understanding of strategic management principles. The document includes the assessment criteria, elements of competency, foundation skills, assessment requirements, assessment tool definition lists, observation checklists, and third-party checklists. The document covers key aspects such as confirming organizational vision and mission, analyzing internal and external environments, writing and implementing strategic plans, and evaluating their effectiveness.

BSBMGT616
Develop and implement
strategic plans
Learner Workbook
Student’s Name:
Trainer Syed Saqib Hussain Shah
Date: 28/09/2018
Teacher Remarks:

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Assessment criteria for BSBMGT616
Develop and implement strategic plans
In this document, you will find the foundation of what is required to become competent in
this unit. For further information on each element, you can refer to the Assessment Matrix.
Included in this document are the elements for the unit, foundation skills, assessment
requirements as well as an assessment tool definition list and the crucial observation and third
party check lists. As well as all of the areas covered here, each student must also complete all
workbook activities, case studies and major activities, where stated, to become competent
within this unit.
NOTE – Re-assessment:
Students will have a maximum of two (2) reassessments attempts if competency is not
achieved in the first instance.
The final grade of ‘C’ for Competent or ‘NC’ for Not Competent is only given at the
completion of the unit of competency when all components or parts of the assessment are
graded as ‘S’ for Satisfactory. Unsatisfactory results are marked as NS.
Elements for Competency Demonstration
Elements for Competency Assessment:
1. Confirm organisation vision and mission
2. Analyse internal and external environment
3. Write strategic plan
4. Implement strategic plan
Performance Evidence:
Evidence of the ability to:
 Consult and communicate effectively with relevant stakeholders to:
o confirm or revise the organisation’s mission, vision and values
o validate findings of research and analysis
o get input to and endorsement of strategic plans
o brief relevant parties about the plan

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 Analyse organisation’s internal and external environment to formulate
strategic plans including:
o background and research relevant to the plan
o legislation, regulations and codes of practice, including for intellectual
property
o objectives, strategies and priorities
o roles and responsibilities
o performance indicators
o timeframes
o consideration of co-operative ventures
o 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
Foundation Skills:
Reading
 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
 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

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Oral Communication
 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
 Interprets and analyses statistical data and mathematical information to
consider trends and resource implications of proposed strategies
Navigate the world of work
 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
 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
 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

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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:
o intellectual property rights and responsibilities
o 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.
Assessors must satisfy NVR/AQTF assessor requirements.
Links:
Companion volumes available from the IBSA website:
http://www.ibsa.org.au/companion_volumes
Any observations and practical assessments must be recorded in the observation checklist.
All practical tasks should be demonstrated during the length of the course. As the instructor,
you must maintain a record demonstrating the date of the practical activities and any
comments relevant to the performance of each student. Where a student is not able to
demonstrate competence in a practical observation activity, further questioning should be put
in its place.

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As the instructor, you could be assessing the student’s literacy, numeracy and language skills,
as well as the content and context of his/her answers. In some cases, you will have to adjust
and amend the assessment tools, using different and varied methods (such as oral
assessment), to allow students to be assessed according to their needs and abilities.

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Assessment Tool Definitions
Assessment Tool How is it used? What is it?
Learner Workbook Activities
(Entire completion is required)
Each student should be given a Learner
Workbook which will hold a number of
activities, both formative and summative,
that all need to be completed in conjunction
with the appropriate sessions. The
PowerPoint, Learner Guide and instructor
should provide further information to help
with the activities.
Observation/Demonstration
(To be completed for each numbered point
as stated on the checklist)
An observation should be completed for
each of the students by the instructor. If the
tasks aren’t everyday actions, a simulated
environment is acceptable, or a
demonstration can be set up. An
observation checklist can be found at the
end of this document.
Major Activity
(Entire completion is required)
A Major Activity is a summative
assessment and can be found in the Learner
Workbook, after all of the activities are
completed. This is an extended piece of
summative assessment which should take
anywhere between 1-2 hours and every
student should complete this work. It is a
requirement for each unit to check
knowledge and understanding.
Skills and Knowledge Activity
(Entire completion is required)
A Skills and Knowledge Activity is a
summative assessment and is found before
the Major Activity in the Learner
Workbook. This should take between 1-2
hours and every student should complete
this work. It is a requirement for each unit
to check knowledge and understanding of
the foundation skills and knowledge
evidence.
Third Party
(To be completed for each numbered point
as stated on the checklist)
A Third Party checklist is very similar to
an Observation Checklist in its format, but
it can be completed by someone who works
with the learner and has witnessed them
completing tasks which coincide with the
elements of the unit. The checklist can be
found at the end of this document.
Case Study
(Entire completion is required)
Not all units will have Case Studies but
those that do will be clearly stated within
the PowerPoint and the Learner Workbook.
It will appear as any other activity, but it
will be named ‘Case Study’ and will
provide an example of a possible real life
situation for the learner to read, interpret
and then answer questions on.

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Learner Guide
(To be used as an informational guide)
The Learner Guide links with the Learner
Workbook as it provides the information
given during sessions and more. It can help
students to further their knowledge and to
also complete the activities.
Evidence Document
(Not a necessity for completion of unit but
can be used as an aid or to collect further
evidence)
The Evidence Document lists all of the
Elements and Performance Criteria with an
area for written reports etc, to add evidence
to the student’s portfolio. It can be used for
any of the performance criteria, especially
those which may not have been covered by
any other assessment tool. The student can
circle a number of the criteria that they
may feel they need further evidence of or it
can be used as a guide for completing
further Observations and Third Party
reports.

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Observation/Demonstration
Throughout this unit, the learner will be expected to show their competency of the elements
through observations or demonstrations. The observations and demonstrations will be
completed as well as the formative and summative assessments found in the Learner
Workbook. An explanation of demonstrations and observations:
Demonstration is off-the-job
A demonstration will require:
 Performing a skill or task that is asked of you
 Undertaking a simulation exercise
Observation is on-the-job
The observation will usually require:
 Performing a work based skill or task
 Interaction with colleagues and/or customers
The observation/demonstration will take place either in the workplace or the training
environment, depending on the task to be undertaken and whether it is an observation or
demonstration. Each task must be observed. You will need to ensure you provide the learner
with the correct equipment and/or materials to complete the task. You will also need to
inform the learner of the time they have to complete the task; this will once again vary,
depending on the task.
Learner should be able to demonstrate they can:
 Confirm organisation vision and mission
 Analyse internal and external environment
 Write strategic plan
 Implement strategic plan
Learners should also demonstrate the following skills:
 Reading
 Writing
 Oral Communication
 Numeracy
 Navigate the world of work
 Interact with others
 Get the work done

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Observation/Demonstration Checklist
Candidate’s Name
Assessor or Observer’s
Name Syed Saqib Hussain Shah
Unit of Competence
(Code and Title) BSBMGT Develop and Implement Strategic Plans
Date of Assessment 28/09/2018
Location 75 Gozzard Street, Gungahlin 2912 ACT, at CBTC.
Demonstration Tasks Completed
Materials and Equipment Provided
Tasks to be observed,
demonstrated or simulated if
appropriate
Yes No Comment Method of
assessment
(Circle/highlight
as appropriate)
1.1 Check with stakeholders that
organisational vision and
mission are still held to be
current and are supported:
Did they check organisational
vision and mission with
appropriate stakeholders, such
as:
 Board
 Customers
 Employees
 Government agencies
 Owners
 Shareholders
 Technical advisers?
Workplace
observation
Written
assessment
Question and
answer
Simulated
environment
Group activity
Role play
1.2 Make any changes or
refinements to vision or
mission statement as required:
Did they make changes or
refinements, based on:
 Sufficient information
 Clear understanding from
stakeholders
 A refined mission statement?
Workplace
observation
Written
assessment
Question and
answer
Simulated
environment
Group activity
Role play

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1.3 Review or develop organisational
values to support the vision and
mission statement:
Did they review or develop
organisational values, using the
following strategies:
 Involving all relevant
stakeholders
 Establishing measurable
performance benchmarks?
Workplace
observation
Written
assessment
Question and
answer
Simulated
environment
Group activity
Role play
1.4 Gain support for strategic
planning process from all
relevant stakeholders:
Did they gain support via:
 Explaining the key processes to
stakeholders
 Holding meetings with
stakeholders
 Supporting their involvement
in processes?
Workplace
observation
Written
assessment
Question and
answer
Simulated
environment
Group activity
Role play
2.1 Determine information
requirements and undertake or
commission research to deliver
relevant information:
Did they conduct the following
research:
 Commissioned research
 Demographics
 Economics
 Internal research
 Market segmentation
 Political
 Product
 Social
 Technological?
Did they conduct research on:
 Internal environment factors
 External environmental
factors?
Workplace
observation
Written
assessment
Question and
answer
Simulated
environment
Group activity
Role play

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2.2 Analyse political, economic,
social, and technological
developments in a global context:
Did they analyse he following
factors in a global context:
 Social and cultural factors
 Economic factors
 Political and legal external
environmental forces
 Technology?
Did they use the following
approaches:
 Use your own internal
expertise or knowledge of the
various environments
 Seek the services of an expert,
consultant or other advisor
 Use information services
provided by online or other
communication streams
 Consult with similar
organisations who do business
in a global environment?
Workplace
observation
Written
assessment
Question and
answer
Simulated
environment
Group activity
Role play
2.3 Seek advice from appropriate
experts wherever necessary:
Did they seek advice from:
 Experienced consultants or
experts
 Managers, team leaders,
specific workplace groups or
departments
 Stakeholders
 Industry experts or
spokespersons?
Workplace
observation
Written
assessment
Question and
answer
Simulated
environment
Group activity
Role play
2.4 Identify and consider strengths
and weaknesses of existing and
potential competitors and allies:
Did they conduct the following
analyses for competitors:
 SWOT
 PEST?