Business activities must be must be carried out in compliance with the relevant Australian and international regulations, standards and codes of practice.

Work is under general guidance on progress and outcomes of work. It requires discretion and judgement for self and others in planning and using resources, services and processes to achieve required outcomes within workplace policy and procedures.

A range of opportunities may be used to develop the work area and to support the development of work systems, innovative strategies to deal with contingencies and to encourage the achievement of the workplace's goals and key performance objectives by the work area and the individuals and teams within it.

The unit generally applies to those with responsibility for resource coordination and allocation and who provide leadership of others individually or in teams.

ELEMENT

PERFORMANCE CRITERIA

1Conduct a situational and market analysis

1.1 The transport and logistics business's principal services, markets, products and the factors that distinguish the business and contribute to its success are identified

1.2 The transport and logistics business/operating environment is defined and reviewed using information from staff members, customer feedback and external sources

1.3 Qualitative and quantitative market analysis data is documented

1.4 Target markets and relevant regulatory requirements are identified

1.5 Impact of transport and logistics business on market is recorded and projected change in market and/or services during the life of the plan is projected

1.6 Competitors, customer perceptions and market share of existing competitors operating in the transport and logistics industry are identified

1.7 Proposed business focus on specific target markets, pricing, sales and appeals are defined

1.8 Potential profitable opportunities are identified and documented

2Analyse organisational environment

2.1 Current transport and logistics business operations, practices, work flow, equipment and facilities are analysed

2.2 Capability of the organisation in terms of technology, research, development and tools is outlined

2.3 Current resources and any resources that may be accessed to meet identified opportunities for business operations are evaluated

2.4 Developments in technologies predicted within the lifetime of the business plan are evaluated and analysed

2.5 Capability of the organisation in terms of staff, equipment, facilities, operational systems and financial status are assessed for strengths and weaknesses

2.6 Costs of making operational adjustments in relation to existing and new business to influence improved profitability and positioning are reviewed

2.7 Premises for decisions are documented, potential circumstances which may alter the environment are identified and contingency provisions are made

3Develop strategies

3.1 Benchmark goals are documented and checked for realism in terms of internal and external environmental factors

3.2 Decisions and adjustments regarding resource allocation to various products and services are made, based on external and internal analyses

3.3 Organisational adjustments are documented and implementation strategies are established

3.4 Projections of profit and loss or income statements per quarter until break-even point are constructed for the whole organisation and each cost centre

3.5 A finalised business plan including performance indicators is prepared in accordance with enterprise requirements and circulated to stakeholders

3.6 Questions and feedback from stakeholders are responded to promptly and, where appropriate, incorporated into the plan

4Implement and evaluate business plan

4.1 Implementation plans for the management of workplaces, staff, business operation and operational systems are monitored and, where required, adjustments to the plans are made

4.2 Current and future marketing strategies and any areas of specialisation are detailed and implemented

4.3 Performance of the organisation in relation to the identified performance indicators are regularly monitored and reviewed

REQUIRED KNOWLEDGE AND SKILLS

This describes the essential knowledge and skills and their level required for this unit.

Required knowledge:

Australian and international regulations, codes of practice and legislative requirements relevant to business operations

Relevant OH&S and environmental protection procedures and regulations

Workplace processes for the development of a transport and logistics business plan

Problems that may occur during the development of a transport and logistics business plan, and action that can be taken to report or resolve the problems

Hazards that may exist in the operation of a transport and logistics business, and ways of controlling the risks involved

Focus of operation of competitor and internal business systems, resources, management and workplace operating systems

Equipment applications, capacities, configurations, safety hazards and control

Market and other external environmental factors including the regulatory environment

Organisational strengths and weaknesses including the competencies of individuals in the team/group

Application of relevant Australian and international standards and associated certification requirements

Resource availability including the competencies of individuals in the team or group

The application of current competencies within functional activity

Relevant workplace documentation procedures

Required skills:

Communicate effectively with others when developing a transport and logistics business plan

Read and interpret business and market data, regulatory requirements and other planning information relevant to the development of a transport and logistics business plan

Prioritise work and coordinate self and others in relation to workplace activities

Complete documentation related to work activities and the development of a transport and logistics business plan

Operate electronic communication equipment to required protocol

Provide leadership and work collaboratively with others when developing a transport and logistics business plan

Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others

Promptly report and/or rectify any identified problems that may arise during the development of a transport and logistics business plan in accordance with workplace procedures

Apply precautions and required action to minimise, control or eliminate hazards that may exist during work activities

Plan and organise business systems and activities

Monitor work activities in terms of planned schedule

Modify activities to cater for variations in workplace contexts and environment

Work systematically with required attention to detail without injury to self or others, or damage to goods or equipment

Select and apply appropriate technology, information systems and procedures

Adapt to differences in equipment in accordance with standard operating procedures

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:

the underpinning knowledge and skills

relevant legislation and workplace procedures

other relevant aspects of the range statement

Context of and specific resources for assessment

Performance is demonstrated consistently over a period of time and in a suitable range of contexts

Resources for assessment include:

a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or

access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments, access is required to:

relevant and appropriate materials and equipment, and

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

Method of assessment

Assessment of this unit must be undertaken by a registered training organisation

As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests

Practical assessment must occur:

through activities in an appropriately simulated environment, and/or

in an appropriate range of situations in 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.

Work may be undertaken:

in various work environments in the warehousing, storage, transport, and logistics industries

Customers may be:

internal or external

Transport and logistics operations may be conducted:

by day or night

in all weather conditions

The workplace environment may involve:

twenty-four hour operation

single and multi-site locations

large, medium and small workplaces

Business systems may include:

transport and logistics policies, protocols and procedures

communications systems

scope of workplace operations

authorities and permits

hours of operation

relevant regulations

The transport and logistics business plan may be:

developed for a whole organisation or a business unit within an organisation

Products may be:

goods and/or services

Consultative processes may involve:

employees, supervisors and managers

suppliers and current or potential clients

relevant authorities, government departments and institutions

representatives of other enterprises and organisations

industrial relations and OH&S specialists

other professional or technical staff

Communications systems may involve:

fixed and mobile telephone

radio

fax

email

electronic data transfer of information

mail and internal memo

RF systems

Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:

company procedures

enterprise procedures

organisational procedures

established procedures

Documentation/records may include:

Australian and international codes of practice and regulations relevant to business operations

Australian and international regulations and codes of practice for the handling, storage, transfer and transport of dangerous goods and hazardous substances, including the ADG and IDG Code

workplace operating procedures and policies

operations manuals, job specifications and procedures and induction documentation

safe working limits (SWL) and working load limits (WLL) of transport options

supplier and/or client instructions

Australian and international standards, criteria and certification requirements

communications technology equipment and oral, aural or signed communications

quality assurance standards and procedures

emergency procedures

relevant competency standards and training materials

QA plans, data and document control

conditions of service, legislation and industrial agreements including workplace agreements and awards

Applicable procedures and codes may include:

regulations and codes of practice relevant to business operations

Australian and international regulations and codes of practice for the handling, storage, transport and transfer of dangerous goods and hazardous substances, including:

Australian and International Dangerous Goods Codes

Australian Marine Orders and the International Maritime Dangerous Goods Code

IATA Dangerous Goods by Air Regulations

Australian and International Explosives Codes

relevant Australian and international standards and certification requirements

relevant state/territory OH&S legislation

relevant state/territory environmental protection legislation

relevant licence or permit requirements and associated regulations

patent or copyright arrangements

relevant workplace relations legislation

relevant workers compensation legislation

equal opportunity, equal employment opportunity and affirmative action legislation

This unit contains employability skills.