Assessor Resource

CUSADM05A
Develop and implement a business/strategic plan

Assessment tool

Version 1.0
Issue Date: May 2024


Not applicable.

This unit describes the skills and knowledge required to develop a strategic plan and to monitor and manage its implementation. It may be applied to a small independent operation or to a section of a large organisation.

This unit describes the skills and knowledge required to develop a strategic plan and to monitor and manage its implementation. It may be applied to a small independent operation or to a section of a large organisation.

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

Prerequisites

Not applicable.

Employability Skills

Not applicable.



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.

Underpinning knowledge and skills

Assessment must include evidence of essential knowledge of, and skills in, the following areas:

in depth knowledge of business planning techniques

broad legal and business liability issues as appropriate to the industry context

economic issues

industry knowledge including current trends, structures and government policies

internal and external business environments as appropriate to the industry context

communication and leadership skills

research skills

Linkages to other units

This unit relates to planning and combined assessment/training may be appropriate with a wide range of other business administration units. These units should be selected according to the needs of the specific sector and workplace. The following units may be appropriate for combined training delivery and/or assessment:

CUEFIN1A Develop a budget

CUSADM09A Address legal and administrative

requirements

Critical aspects of evidence

This unit of competence applies to a range of industry sectors. The focus of assessment will depend on the industry sector. Assessment must be contextualised/tailored to meet the needs of the particular sector in which performance is being assessed. Assessment should only address those variable circumstances, listed in the range of variables statements, which apply to the chosen context.

Care should be taken in developing training to meet the requirements of this unit. For generic prevocational training, organisations should provide training that considers the full range of industry contexts with no bias towards individual sectors. The range of variables will assist in this regard. For sector specific delivery, training should be tailored to meet the needs of that sector.

The following evidence is critical to the judgement of competence in this unit:

ability to conduct negotiations within the contest of the cultural industries

knowledge and understanding of the current environment in which cultural industry businesses and projects operate, and the major industry issues of relevance to the particular sector

ability to develop and implement a strategic/business plan within a specific industry sector

the ability to apply knowledge to a specific industry context

Method and context of assessment

Assessment may take place on the job, off the job or a combination of both of these. However, assessment of this unit would most effectively be undertaken on the job due to the specific workplace environment requirements. Off the job assessment must be undertaken in a closely simulated workplace environment.

Assessment may incorporate a range of methods to assess performance and the application of essential underpinning knowledge, and might include:

case studies

work samples or simulated workplace activities

oral questioning/interview

projects/reports/logbooks

third party reports and authenticated prior achievements

portfolios of evidence

Assessment must take place over a period of time in order to determine competence in the ongoing implementation and monitoring aspects of this unit.

Resource requirements

Assessment requires access to relevant information (reports, statistical data, files on past projects and so on) about the types of projects listed in the range of variables statement.

Simulated workplace activities may be undertaken using an appropriate range of relevant and current material to the industry.

Key competencies

Level

Collecting, organising and analysing information

3

Communicating ideas and information

3

Planning and organising activities

3

Working with others and in teams

3

Solving problems

3

Using mathematical ideas and techniques

2

Using technology

2

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.

Not applicable.

Range of variables

Variable

Scope

A strategic/business plan may be for:

a new or existing small business

an artistic or creative project

a division or department of a large organisation

a new product development initiative

Factors to be considered in the development of the plan may include:

mission statement

business objectives

current and potential project or product

industry environment

external business environment

market analysis

marketing strategy

operational strategy

management and organisational structure

labour requirements and skills

financial plan and projections

action plan and schedule

evaluation techniques

industry ethics

liability and legal issues

environmental considerations

quality management

Resources may include:

personnel

equipment and technology

services

supplies

advisers

Financial control information may include:

income and expenditure statements

cash flow reports

contracts

Colleagues may include:

multimedia professionals

film/TV professionals

industry organisations

educators

directors

designers

information professionals (libraries/museums)

Information Technology personnel

content experts

Factors will include:

availability of resources

finance

capability of employees

specialist input needed

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
Prepare a strategic plan using recognised business planning techniques to include consideration of the appropriate inputs and constraints 
Prepare the strategic/business plan after consultation with all appropriate personnel and other stakeholders so that all perspectives are taken into account in the development of the plan 
Communicate the objectives and content of the plan in a timely manner to appropriate personnel in a manner which facilitates a: 
 
Use appropriate communication and leadership techniques in the management of the business plan to encourage: 
 
 
Encourage all personnel to provide ongoing input into the strategic plan 
Implement actions detailed in the plan in a cost efficient manner according to schedule and contingencies 
Review strategic plan regularly and re-work in the light of changing circumstances 
Monitor activities using the evaluation methods detailed in the plan on an ongoing basis to take account of the following factors: 
 
 
Implement agreed changes to plans promptly in the context of the following: 
 
 
Establish and maintain a file of all relevant documentation and correspondence 

Forms

Assessment Cover Sheet

CUSADM05A - Develop and implement a business/strategic plan
Assessment task 1: [title]

Student name:

Student ID:

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

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

CUSADM05A - Develop and implement a business/strategic plan

Student name:

Student ID:

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

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: