STUDENT ASSESSMENT BOOKLET Develop and implement strategic plans
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ASSESSMENT OVERVIEW |
This Student Assessment Booklet includes all your tasks for assessment of this unit.
About your assessments
This unit requires that you complete nine assessment tasks.
You must complete all tasks to achieve Competency for this unit.
Assessment Task | About this task |
Assessment Task 1: Written questions | You must correctly answer all nine questions to show that you understand the knowledge required of this unit. |
Assessment Task 2: Organisational vision and mission project | You must have a meeting with Senior Managers to confirm organisational vision, mission and values and strategic objectives. |
Assessment Task 3: Research and development project | You must develop a PESTLE and SWOT analysis for inclusion in the strategic plan, as well as develop a strategic plan. |
Assessment Task 4: Performance monitoring project | You must monitor and adapt the strategic plan.
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How to submit your assessments
When you have completed each assessment task you will need to submit it to your assessor.
Instructions about submission can be found at the beginning of each assessment task.
Make sure you photocopy your written activities before you submit them – your assessor will put the documents you submit into your student file. These will not be returned to you.
At the beginning of each task in this booklet, you will find an Assessment Task Cover Sheet. Please fill it in for each task, making sure you sign the student declaration.
Your assessor will give you feedback about how well you went in each task, and will write this on the back of the Task Cover Sheet.
Assessment appeals
You can make an appeal about an assessment decision by putting it in writing and sending it to us. Refer to your Student Handbook for more information about our appeals process.
ASSESSMENT PLAN |
The following outlines the requirements of your final assessment for this unit. You are required to complete all tasks to demonstrate competency for this unit.
Your assessor will provide you with the due dates for each assessment task. Write them in the table below.
Assessment Requirements | Due date |
1. Written questions | |
2. Organisational vision and mission project | |
3. Research and development project | |
4. Performance monitoring project |
Question 1
Outline a method for developing organisational values.
Question 2
What is the purpose of a SWOT analysis in a strategic planning process?
Question 3
Discuss each component of a SWOT analysis.
Question 4
What is the purpose of a PESTLE analysis in a strategic planning process?
Question 5
List four examples of questions you may ask when conducting a PESTLE analysis?
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Question 6
Discuss three risks that should be taken into account in implementing strategic plans.
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Question 7
Discuss why it is important for a business to protect its intellectual property.
Question 8
Discuss three strategies a business can implement to protect their intellectual property such as that documented in strategic plans.
Question 9
Discuss why an organisation would take legislative and regulatory and relevant Codes of Practice into consideration during the strategic planning process?
What do I need to hand in for this task? | Have I completed this? |
Your answers to each question | o |
ASSESSMENT TASK 2: ORGANISATIONAL VISION AND MISSION PROJECT |
Task summary:
For this assessment task you are required in the role of Operations Manager of Native Bush Spices Australia to meet with the management team (this will be your assessor). This meeting will be to confirm the organisation’s vision, mission and values and to seek approval for the development of the organisation’s new strategic plan. You will also be required to discuss strategic directions and operational priorities at a meeting with your assessor.
What do I need in order to complete this assessment?
When do I do this task?
Write in the due date as advised by your assessor: ________________________________________
what do I need to submit?
what do I need to do if I get something wrong?
If your assessor sees that you have not completed all parts of the task completely and satisfactorily; the details of resubmission will be discussed with you when your assessor gives you the outcome of this task.
Instructions:
Read the scenario and complete the activities that follow
Scenario |
Native Bush Spices Australia is based in Coffs Harbour, NSW. The business was established in 2010 to cater for a demand for Australian native food products. The company has organic certification. The company manufactures and retails a range of organic, Australian native foods including: § Native herbs and spices § Native herbal teas § Native fruit jams and conserves Currently the business is selling its products through a number of small supermarkets and health stores throughout Australia. The company also has a website through which products can be ordered. The company’s overall business objectives for the next three years are to increase sales and create brand awareness, develop a broader product range, as well as expand into overseas markets. The company is also considering options for alliance marketing. The company is also looking at moving into international markets, namely South-East Asia – specifically Hong Kong, Japan and Singapore. The company’s target customers are those that enjoy gourmet foods. The age range of Australian consumers buying products is between 35 and 65 and most consumers are health conscious, care about protecting the environment and have an average income of $80,000. The company currently employs the following staff in its head office: CEO, Operations Manager, Marketing and Sales Manager, Administration Manager and Customer Service Officer. Around 10 staff are employed in the factory making and distributing the products. Although the company does not have a formal strategic plan, the following information is included on its website about its mission, vision and values. Mission Native Bush Spices Australia is committed to providing the highest quality product to all its clients. Vision We are constantly working to establish ourselves as the most respected and sought after supplier of native bush spices. Values Respect: taking time to understand and value each of our customers and respecting their choices. Responsibility: acting with integrity towards our staff, our customers, the community and the environment. Caring: a duty of care for our staff, customers and the environment. Excellence: to always look to provide the best quality product and customer service. Integrity: to act with honesty, openness and do what we say we will do. Innovation: to be industry leaders. |
What do I need to hand in for this task? | Have I completed this? |
Email summarising outcomes of meeting | o |
ASSESSMENT TASK 3: RESEARCH AND DEVELOPMENT PROJECT |
Task summary:
For this assessment task you are required in the role of Operations Manager for Native Bush Spices Australia.
There are two parts to this assessment task:
What do I need in order to complete this assessment?
When do I do this task?
Write in the due date as advised by your assessor: ________________________________________
what do I need to submit?
Part A
You are required to email your assessor the following:
Part B
You are required to email your assessor the following:
what do I need to do if I get something wrong?
If your assessor sees that you have not completed all parts of the task completely and satisfactorily; the details of resubmission will be discussed with you when your assessor gives you the outcome of this task.
Part A – Develop SWOT and PESTLE analysis |
Instructions:
Complete the following activities:
Part B – Conduct staff briefing |
Instructions to students:
Complete the following activities:
What do I need to hand in for this task? | Have I completed this? |
Part A: § Completed SWOT and PESTLE analysis § Recommendation for cooperative venture § Completed strategic plan | o o o |
Part B: § Meeting agenda § Meeting minutes | o o |
ASSESSMENT TASK 4: PERFORMANCE MONITORING PROJECT |
Task summary:
This assessment task requires you to monitor the performance of the strategic plan for Native Bush Spice Australia, as well as evaluate the strategic planning process. You will be required to provide a report to the management team.
What do I need in order to complete this assessment?
When do I do this task?
Write in the due date as advised by your assessor: ________________________________________
what do I need to submit?
what do I need to do if I get something wrong?
If your assessor sees that you have not completed all parts of the task completely and satisfactorily; the details of resubmission will be discussed with you when your assessor gives you the outcome of this task.
Instructions:
Review the following scenario information to complete this task.
It is one (1) year since the strategic plan was implemented and as the Operations Manager, you are reviewing the performance of the business against the performance indicators identified in the plan. Assume that the performance indicators identified in the strategic plan are as follows: § A 20% increase in total sales revenue. § International market identified and exporting commenced. Sales to international markets to comprise 20% of total income. § Suitable alliance for marketing identified and 10% increase in sales attributed to alliance marketing. § Identify new products through review of competitors’ web sites. Performance data recorded after 12 months from implementation of the strategic plan shows: § Sales have increased from $550,000 to $800,000 § Product now selling in Hong Kong and Singapore. Total international sales identified as $70,000. § No progress on alliance marketing as yet. No suitable partner identified. § No ideas for new products. Consider primary or secondary research, however, not sure what. |
What do I need to hand in for this task? | Have I completed this? |
Report | o |
Version | Description of change | Modified date |
V1.1 | · AT1 – Revised questions to meet unit requirements. · AT2 – Revised and components added to question 2 and 3. Instructions to the assessor expanded. · AT3 – Revised – Q8 changed, Part B added. Instructions to the assessor expanded. · AT4 – No changes. | 18/07/2016 |
V1.2 | · Updated to new template · Minor formatting changes made | 21/07/2016 |