List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.
ELEMENT | PERFORMANCE CRITERIA |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Establish the organisation's strategic planning process | 1.1 Discuss the organisation's strategic planning needs with other board or committee members 1.2 Allocate appropriate resources to undertake strategic planning |
2. Develop and review the organisation's values,vision and purpose | 2.1 Consult other board and/or committee members, management, staff and/or key stakeholders regarding the values, vision and purpose of the organisation 2.2 Obtain board or committee endorsement for the agreed organisational values, vision and purpose 2.3 Document organisational values, vision, purpose and objectives and the processes undertaken |
3. Establish strategies to meet organisational objectives | 3.1 Identify and analyse stakeholder aspirations, interests and needs and review the organisation's previous plans, in the case of an existing organisation 3.2 Analyse internal and external factors such as changing government policy; economic, social and political issues; and provisions of federal, state/terrritory legislation and funding body requirements that might affect the organisation 3.3 Identify and analyse relevant economic and/or political trends and the potential for strategic alliances and/or partnerships 3.4 Develop and agree on achievable strategies to meet objectives, with other board or committee members, seeking advice from experts when necessary 3.5 Develop key performance indicators or targets, timelines and reporting requirements for the strategic planning period with other board or committee members 3.6 Provide guidance on operational processes that need to be put in place to ensure that organisational strategies are followed and document factors that may affect achievement of objectives and targets |
4. Monitor and evaluate organisational performance | 4.1 Monitor and evaluate progress reports against the plan to identify progress towards key performance indicators or targets, timeliness and performance gaps 4.2 Review and revise strategic objectives and strategies with other board or committee members where necessary and document organisational performance for the agreed strategic planning period |
Evidence of the ability to:
communicate and negotiate to work cooperatively with:
other board or committee members
management and/or staff of the organisation
key stakeholders
evaluate the progress of the strategic plan and analyse:
organisational values, vision, purpose, objectives and key performance indicators and targets
economic and/or political trends relevant to the organisation
potential for strategic alliances and/or partnerships
stakeholder aspirations, interests and needs
monitor operational processes to ensure organisational objectives and targets are met
document organisational performance for the agreed strategic planning period.
Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.
To complete the unit requirements safely and effectively, the individual must:
discuss the roles and responsibilities of board or committee and management in strategic planning
explain geographic, social, economic and political contexts in which relevant organisations operate and how these may impact upon strategic planning
explain the principles and components of the strategic planning cycle
discuss organisational policies and procedures relevant to strategic planning
list provisions of federal, state or territory legislation and funding body requirements that may influence decision making
list resources required to undertake strategic planning.
Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical committee or board of governance activities and include access to:
examples of strategic planning documentation.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.