Elite Education: BSBMGT616 - Strategic Plan Development, Term 3

This assignment focuses on the development and implementation of strategic plans for Bounce Fitness, a fitness center with multiple locations. The project requires students to analyze a case study, determine the organization's vision and mission, formulate strategic objectives, and create a PowerPoint presentation for the Board of Directors. The presentation must document relevant research, detail strategies with priorities, timeframes, responsible parties, and measurable performance indicators. Students are expected to demonstrate skills in research, planning, consultation, and communication. The assignment is divided into two tasks: Task 1 involves researching planning requirements and consulting with management, while Task 2 requires creating the presentation. The assessment criteria include fairness, flexibility, validity, reliability, and adherence to the rules of evidence. The assignment emphasizes the importance of aligning strategic objectives with the company's goals, considering the business's current operations, and planning for future expansion, including a new center in Perth. The student is required to demonstrate the ability to develop a comprehensive strategic plan to enhance the business's success.

Module 7
Term and Year: Term 3 2019
Qualification : BSB61915 Advanced Diploma of Leadership and Management
Unit Code: BSBMGT616
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 Name:
Student ID No:
Assessor’s Name: Svetlana Arutyunyan/ Andrey Loburets
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 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.
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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 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 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 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.
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 Should you not answer the questions correctly, you will be given feedback on the results and your gaps in 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
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 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
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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 Centre 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.
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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
Candidate’s name
Assessor’s name Svetlana Arutyunyan/ Andrey Loburets
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)
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a. Name of company Bounce fitness comprises centre
b. Mission statement
The main mission of bounce fitness centre is to provide qualitative training in a very distinctive
way in order to promote health and fitness. Company’s mission includes expansion of the
employee team with providing a quality of life among different participants. The entire program to
be carried at the centre will help in improvement of financial viability of the stakeholders.
c. Vision statement
Company’s motive is to get commitment towards expansion of the role of one of the premier
wellness centre service provider all over Australia. Their vision is to include all the employees for
creating a better work culture by making use of the available resources. This will as a result help
in development of the comprehensive programs and a service appealing.
d. Values
Their values would involve holding each other and to make employees active by developing
trust for each other through promoting and maintaining ethical consistency at workplace
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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
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
Company should open up with new fitness center to increase its productivity and company
image.
b. Investment through
excellence of
facility, staff and
operational
management
Company need to enhance facility for the staffs. It also needs invest into hiring of new staffs and
change in the operation structure
c. Invest greater time
in customer
relationship
management
Bounce Fitness need to maintain proper relationship with customers. This as result would impact
into clear picture of the company.
d. Increase staff
training in line with
their job roles
Different trainings should be given to staffs to enhance their performance. This will be leading to
the development of the organization
e. Considerations for
franchising or
licensing as options
in the next 5 years
In the next 5 years in future company should get involved in licensing for having the power to
train employees and continue with the business to satisfy customers.
Prepared by
Student’s Name
Student’s Signature Date:
Approved by
Trainer’s Name Mr Andrey Loburets
Trainer’s Initials Date:
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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
Candidate’s name
Assessor’s name Svetlana Arutyunyan/ Andrey Loburets
Work activity Strategic Management Planning Meeting
Date
Meeting Activity Template
i. Meeting activity
ii. Date
iii. Venue
iv. Attendance
CEO Margaret House
General
Managers
Marketing Kath Jones
Finance Steve Brinkley
Human Resources Laura Irish
Strategic management (student’s name)
Consultant/ expert Assessor’s name
x. Absence with
apologies N/A
xi. Introduction
xii. Meeting objectives Formulating a strategic plan to implement franchising or licensing as options in the next 5 years
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4. Relate in the meeting, what are the consideration for determining information requirements and undertake research
to deliver relevant strategic information
a. Methodology A collection of methods, practices, procedures and rules used by those who work in some
field.
b. Accuracy The state of being accurate, freedom from mistakes, this exemption arising from carefulness,
exactness, nicety, correctness.
c. Validity He state of being valid, authentic or genuine. Having legal force.
d. Reliability Reliability is an important judgement concept of meeting. As well as reliability means
trustworthy, predictable and dependable.
5. Deliberate briefly the organization’s political, economic, social and technological developments within the fitness
industry in Australia.
a. Politics
i. 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
Personal trainer, gym instructor, Group exercise instructor, Group exercise leader.
 Qualification and
continuing
education
Exercise professionals are required to have minimum qualification for registration .There can
be enhancement of exercise delivery through approved educational programs
 Professional
scope and
boundaries
Health screening through pre-exercise process, safety and risk assessment as well as
management.
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 Professional and
ethical practice
Maintaining healthy relationship with clients and taking up responsibilities of clients,
professional integrity, and professional standards.
a. Politics (cont.)
 List types of
legislation and
regulations
relating to the
fitness industry
jurisdictional WHS/OH&S legislation
Civil Liability Law
Privacy Law
Consumer Law
Anti-discrimination Law
ii. Business
principles and
guidance
relating to the
fitness industry
(refer to Fitness
Australia Business
Guidelines for
Fitness Business)
The Bounce Fitness requires stability from the politics to carry out the fitness
programs among the people.
c. Economic
i. General market
growth for
Australia
(refer to Corporate
Marketing Plan)
There are few opportunities in the fitness industry.
· Current economy promotes level of business by providing a normal interest rate.
· Tax rates are high.
ii. Perth’s current
and potential
business growth
Economic factors includes declining of the economic growth, interest rate, wages rate,
minimum amount of wages and working hour. The economic factors are dependent on the
net profit gained by the company through the better working of staff members. The working
hours depends upon the total time required among the staff members at the time of working
in the Bounce Fitness.
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e. Social
i. Australian
consumer
spending
patterns
Society is becoming more inclined towards health service. More people are joining fitness
centres in order to remain fit.
· The level of standard in Australia is high.
ii. Market trends
(refer to Corporate
Marketing Plan)
The sociological factors that would include the markets that will help in the better system of
operations in the Bounce Fitness. Certain factors would include the global warming, career
attitudes, age distribution, and population growth rate, health conscious and cultural norms.
These factors have provided high influences in the sociological that makes the better mode of
operations that helps in grabbing the market through the proper way of fitness
g. Technological
i. Growing
popularity of
wearable fitness
devices
The company is constantly making improvement in techniques used across the organizations
in Australia.
· The research and development team is conducting research and finding out cheap and
easy means to develop fitness and training programs.
· The internal processes are developing at a faster rate in order to provide improvement
in processes.
ii. Access to
substitute
fitness services
via the Internet
The technological factors include the various changes that help in the better mode of
operation in the Bounce Fitness. It includes the web and social networking websites that
provide advertisements to attract a maximum number of customers in the fitness.
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