The skills described in this unit may be applied across a range of community services workplace contexts |
Not Applicable
ELEMENT | PERFORMANCE CRITERIA |
1. Formulate a strategic and business plan | 1.1 Develop desired direction and goals of the organisation in consultation with relevant stakeholders to reflect client needs 1.2 Develop strategic plan on basis of information obtained through research into client needs, resource requirements, interests of key stakeholders and business viability 1.3 Formulate financial plan to estimate cash flow projections, provide budgetary information and define implementation/service plans 1.4 Formulate work/service plan aimed at supplying services that meet client expectations and satisfy quality assurance criteria 1.5 Ensure plan identifies options for service delivery in accordance with budgetary constraints, human resource requirements, client requirements and agency objectives 1.6 Develop promotional strategies to communicate benefits of the service to clients 1.7 Develop risk management strategies according to agency needs 1.8 Ensure all aspects of business plan are mutually supportive |
2. Apply the strategic and business plan | 2.1 Implement appropriate operational and revenue control systems and routinely evaluate their ability to provide systematic support to the agency 2.2 Identify systems and key performance indicators and targets and use them to monitor agency performance and client satisfaction 2.3 Clearly communicate the organisation's business plan to relevant stakeholders and staff to ensure their understanding and support 2.4 Design/redesign and implement appropriate organisation structures to optimise achievement of organisation goals and stakeholder expectations |
This describes the essential skills and knowledge and their level required for this unit. |
Essential knowledge: The candidate must be able to demonstrate essential knowledge required to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role These include knowledge of: Importance of principles and practices to enhance sustainability in the workplace, including environmental, economic, workforce and social sustainability Organisation development and management Process re-engineering Quality assurance Strategic planning principles and approaches |
Essential skills: It is critical that the candidate demonstrate the ability to: Use business plan as part of and to assist in improvement of the service or organisation Consult with relevant people Ensure business plan meets legislative and legal requirements In addition, the candidate must be able to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role These include the ability to: Demonstrate effective communication and interpersonal skills including: negotiations language competence required to fulfil the procedures of the organisation/service language used may be English, signing or a community language literacy competence required to fulfil organisation's procedures language used may be English or a community language numeracy competence required to complete financial plans for the organisation Demonstrate effective time management and work planning Demonstrate awareness and understanding of effectiveness of individuals and teams in the service |
The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package. | |
Critical aspects for assessment and evidence required to demonstrate this unit of competency: | The individual being assessed must provide evidence of specified essential knowledge as well as skills This unit is most appropriately assessed in the workplace or in a simulated workplace and under the normal range of workplace conditions Assessment may take place on more than one occasion but must cover assessment of all aspects of formulating and applying a business plan |
Access and equity considerations: | All workers in community services should be aware of access, equity and human rights issues in relation to their own area of work All workers should develop their ability to work in a culturally diverse environment In recognition of particular issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on Aboriginal and Torres Strait Islander people Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on Aboriginal and/or Torres Strait Islander clients and communities |
Context of and specific resources for assessment: | This unit can be assessed independently, however holistic assessment practice with other community services units of competency is encouraged Resource requirements for assessment of this unit include access to: an appropriate workplace where assessment can be conducted or simulation of realistic workplace setting for assessment |
Method of assessment: | Assessment may include observations, questioning and evidence gathered from the workplace |
The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts. | |
Strategic plan will depend on: | Service/organisation philosophy Size and scale of the service/organisation The client focus and needs The community within which it operates The level of available funding and the need to raise finance The level of risk involved |
Strategic plan should include: | Cash flow forecast Income and expenditure statement Mission, goals and objectives Performance measures Quality assurance mechanisms Strategies for achieving goals Work plans |
Financial plan takes account of: | A review of financial inputs required sources and forms of finance Current financial state of the organisation Financial performance to date Forms of finance including working capital, fixed capital, debt and equity capital Projections of likely financial results budgeting Risks and measures to manage or minimise risks |
Sources of finance may be: | Borrowing/investments Commercial activities Financial institutions Government sources Industry sources Through donations |
Projections may include: | Cash flow estimates Estimates of profit and loss Resource requirements |
Stakeholders may include: | Clients Community Government and/or funding bodies Industry associations Management Providers of finance Suppliers of resources Workers |
Not Applicable
This unit contains Employability Skills |
Not Applicable