Assessor Resource

BSBSTR602
Develop organisational strategies

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to establish the strategic direction of the organisation, sustain competitive advantage and enhance competitiveness. It covers analysis and interpretation of relevant markets, capability assessment of the organisation and analysis of the organisation’s existing and potential competitors and allies. It also covers implementing the strategic plan and developing specific actions and initiatives that will be undertaken by people working in various roles.

The unit applies to individuals working in senior roles in the organisation who have responsibility for ensuring that the organisation is positioned to ensure its long-term viability and success.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

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.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

consult and communicate with relevant stakeholders, and develop and implement one strategic plan for an organisation on at least one occasion, including:

revising mission, vision and values

analysing and validating findings of research and analysis

obtaining input to and endorsement of strategic plans

brief relevant parties about strategic plan.

In the course of the above, the candidate must:

analyse organisation’s internal and external environment to formulate strategic plans, including:

background and research relevant to strategic plan

legislation, regulations and codes of practice, including for intellectual property

objectives, strategies and priorities

roles and responsibilities

performance indicators

timeframes

cost-benefit and risk analysis

seek advice from appropriate experts

monitor and evaluate the implementation of strategic plan and make refinements

review effectiveness of planning processes and identify opportunities for improvement.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislation, regulations and codes of practice relevant to organisation’s strategic plan

organisation’s strategic direction, vision and mission

methods for conducting capability assessment

organisation’s strengths, weaknesses, opportunities and threats

strengths and weaknesses of existing and potential competitors

key features of cooperative ventures

methods for conducting cost benefit analysis

key features of due diligence processes

risks and risk management strategies relevant to strategic planning, including:

intellectual property rights and responsibilities

other risks

strategic planning methodologies, including:

political, economic, social and technological (PEST) analysis

strengths, weaknesses, opportunities and threats analysis (SWOT)

internal and external sources of information relevant to the organisation’s market, competitors, customer base, vision, values and capabilities

techniques for developing organisational values.

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant legislation, regulations, standards and codes

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

consult and communicate with relevant stakeholders, and develop and implement one strategic plan for an organisation on at least one occasion, including:

revising mission, vision and values

analysing and validating findings of research and analysis

obtaining input to and endorsement of strategic plans

brief relevant parties about strategic plan.

In the course of the above, the candidate must:

analyse organisation’s internal and external environment to formulate strategic plans, including:

background and research relevant to strategic plan

legislation, regulations and codes of practice, including for intellectual property

objectives, strategies and priorities

roles and responsibilities

performance indicators

timeframes

cost-benefit and risk analysis

seek advice from appropriate experts

monitor and evaluate the implementation of strategic plan and make refinements

review effectiveness of planning processes and identify opportunities for improvement.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislation, regulations and codes of practice relevant to organisation’s strategic plan

organisation’s strategic direction, vision and mission

methods for conducting capability assessment

organisation’s strengths, weaknesses, opportunities and threats

strengths and weaknesses of existing and potential competitors

key features of cooperative ventures

methods for conducting cost benefit analysis

key features of due diligence processes

risks and risk management strategies relevant to strategic planning, including:

intellectual property rights and responsibilities

other risks

strategic planning methodologies, including:

political, economic, social and technological (PEST) analysis

strengths, weaknesses, opportunities and threats analysis (SWOT)

internal and external sources of information relevant to the organisation’s market, competitors, customer base, vision, values and capabilities

techniques for developing organisational values.

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant legislation, regulations, standards and codes

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify organisation’s strategic direction, vision and mission 
Consult with relevant stakeholders on required changes to vision and mission 
Review and develop or revise organisational values to support the vision and mission statement 
Seek support for strategic planning process from all relevant stakeholders 
Analyse and undertake research to understand external environment 
Undertake political, economic, social, and technological (PEST) analysis 
Undertake capability assessment of competitor organisations 
Analyse organisation’s strengths, weaknesses, opportunities and threats (SWOT) 
Establish cooperative ventures, that are supported by risk and cost benefit analyses, according to organisational vision, mission and values and provide for due diligence, where required 
Seek and respond to feedback from relevant stakeholders on analysis internal and external environments 
Document relevant research and background for inclusion in the strategic plan 
Develop objectives and strategies relevant for the future 
Detail each strategy with a priority, a timeframe, responsible stakeholders and measurable performance indicators 
Identify risks and develop a risk management plan 
Circulate strategic plan and risk management plan for feedback and endorsement 
Communicate strategic plan to all relevant stakeholders 
Develop actions and initiatives for team members to undertake 
Assign team members’ roles in relation to strategic objectives 
Use performance indicators to monitor progress in implementing plan and make refinements to plan 
Evaluate achievement of objectives at agreed milestones with relevant stakeholders 
Review effectiveness of plan and consider methods for improving strategic planning processes 

Forms

Assessment Cover Sheet

BSBSTR602 - Develop organisational strategies
Assessment task 1: [title]

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I declare that the assessment tasks submitted for this unit are my own work.

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Result: Competent Not yet competent

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Assessment Record Sheet

BSBSTR602 - Develop organisational strategies

Student name:

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Assessment task 1: [title] Result: Competent Not yet competent

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Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

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