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Develop and Implement Strategic Plans

Qualification: BSB61015 Advanced Diploma of Leadership and Management

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 implementation of the strategic plan and developing specific actions and initiatives that will be undertaken by people working in various roles.

Assessment Information:

To be deemed competent for this unit of competency, you are required to satisfactorily complete four (4) assessment tasks:

• Assessment Task 1: Confirm organisational vision and mission
• Assessment Task 2: Analyse the internal and external environment
• Assessment Task 3: Write strategic plan
• Assessment Task 4: Implement strategic plan

Assessment Instructions

Your assessment will be required to be typed in Arial font size 12 only. You will provide your completed assessment for all of questions in one document and MUST be uploaded into MOODLE (No other method of submission will be accepted).

You are required to professionally format your document including spell-check and indicating each Task answer [e.g. Task 1 (a.) then the answer, Task 1 (b.) then the answer etc.] according to this Assignment requirement. You may lose marks if you have not spell-checked your document (as this is a professional formatting requirement, a business skill). Develop and Implement Strategic Plans

This assessment can be completed in one of several ways. Assessment candidates may identify unit requirement within their own work environment or organisation, or with reference to a scenario provided by the trainer/assessor.

Be sure to properly reference your sources of information using the Harvard referencing system. For more information go to:-

• Student Handbook – latest version
• Ask your Trainer/Assessor to provide you with this information

In order to determine if you are addressing this assignment adequately in terms of competency/comprehension (prior to due date) a draft copy of your assessment should be discussed during class time in consultation with your Trainer/Assessor. For this feedback/ support from your Trainer/Assessor, you will need to bring to class your “draft copy” with any evidence of the research you have conducted to produce the assessment.

If, as a student you feel you have special needs that require your Trainer/Assessor to apply a reasonable adjustment – please discuss this with your Trainer/Assessor at the beginning of the subject studies.

Your Assignment must:

1. Be of a professional standard (spelling, grammar, punctuation)
2. Size 12, Arial Font
3. 1.5 Spacing
4. All pages must have a Header/Footer with the following details:
   • Name
   • Student ID
   • The course & unit of competency
   • Date
   • Page numbering
5. Title page
6. Index page
7. Body of work
8. Referencing

How to upload your answered assessment into MOODLE

To upload your assignment into Moodle, follow these steps.

1. Log-in to Moodle and access the subject that you will be submitting the assignment in.
2. Locate the assessment you will be uploading into by scrolling down to the week that the assessment is due in and then click on the assessment submission link.
3. Click on the name of the assignment.
4. Click the Browse button.
5. Select the file and click Open.
6. Click the Upload this file button.
7. If you have more than one file, repeat the process (steps 4-6) to attach additional files up to the assignment’s limit.
8. Once happy with your submission click the Send for marking button. The files are locked and the student can no longer delete, or upload more, files.

Note: The date and time of the submission is recorded when the files are sent for marking, not when they are first uploaded.

Assessment Task 3: Write strategic plan

Performance objective

In this assessment, you are required to develop and document a strategic plan for the organisation based on the research you have conducted. You will also need to communicate the strategic plan to key stakeholders in the organisation. Develop and Implement Strategic Plans

[place-order]

Assessment description

Write a strategic plan, including consideration of resource implications, and then circulate to stakeholders. After endorsement from the Board, communicate the plan to employees and describe any implications for their role in the organisation.

Procedure

For the provided case study information, following on from your analysis of the organisation, and competitors and allies in Assessment Task 2, you need to do the following.

1. Formulate strategic objectives for the organisation (based on the Board minutes).
2. For each objective, develop and describe strategies that you think could be used to meet the objective in the future.
3. For the strategies described, you need to:
   1. develop a prioritised list of strategies
   2. describe a timeframe for each to be completed
   3. assign responsible parties to each strategy
   4. assign measurable performance indicators to individual strategies.

When you have completed your draft strategic plan, you need to make an appointment to meet with the CEO of your organisation (role-played by assessor) to discuss your plan. They will gain endorsement from the Board for the plan, and return it to you with any required amendments.

After you have received the endorsed plan from the Board, you need to do the following.

1. Develop briefing materials (dot-point descriptors) for the identified responsible parties, outlining the requirements of their role in achieving the relevant strategy.
2. Develop a cover statement/letter to be sent out with the strategic plan that includes:
   1. a brief overview of key objectives
   2. a description of the research and process used to develop the plan.

Specifications

You must provide:

• a completed draft strategic plan based on your analysis in Assessment Task 2, with organisational objectives, and strategies for enacting and achieving the objectives
• summary notes from your meeting with the organisation’s CEO (assessor)
• briefing and information materials about the revised strategic plan for staff and responsible parties.

Your assessor will be looking for:

• evidence that you have analysed and identified the needs of the case study, and reflected these in the strategic plan and informational materials you have developed. Develop and Implement Strategic

Case study

You are provided with the minutes of the board meeting, where the CEO spoke about the strategic objectives that will form part of the strategic plan.

MacVille Board Meeting Minutes: 1 July 201X

6:00pm Board Room, Brisbane

Board members:

Present: Alan Jones (Chair), Jenny Ng, Olga Hartwick (Secretary), John Brennen, James Laird, George Saldais.

Absent:

Quorum present? Yes.

Others present:

CEO: Patricia Mees.

Proceedings:

Meeting called to order at 7.00 pm by Chair, Alan Jones, who explained that this was a special meeting of the Board to hear the presentation of the strategic plan by the CEO Patricia Mees.

(Last month’s) meeting minutes were amended and approved.

Overview of the strategic plan: Patricia Mees

• Patricia Mees gave a presentation concerning the objectives that would form part of the strategic plan for the next five years.
• Objective 1 – To sell and service MacVille espresso coffee machines in every state of Australia. This was a top priority that would involve the acceptance of Java Estates tender. This was an important alliance and one that should be managed at the highest level. With the Sydney warehouse now established, it was important to look for other warehouse opportunities in high-volume states. The other states could be managed with an agent’s network and by outsourcing the maintenance.
• Objective 2 – To increase profit margins by 5% in the next five years. This should occur naturally, with increased sales allowing for better price negotiations with suppliers, and getting all departments to make optimum use of their staff.
• Objective 3 – To establish the MacVille brand recognition in key markets in the next five years, mostly via new technologies but also through co-branding with our strategic partner. This is also a high priority if the successful rollout is to be achieved.
• Objective 4 – To reduce our waste and energy use by 10% within the next five years. Education programs and incentive rewards for innovations in this area should see the organisation achieve its objectives.

Meeting adjourned at 9.30 pm.

Minutes submitted by Secretary