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BTEC Assignment
Assignment front sheet
Qualification

Unit number and title

Pearson BTEC Level 7 Diploma in


Strategic Management and Leadership
(QCF)

Unit 12 Strategic Planning


Assessor name

Student name

Andrew Saliba
Date issued

Completion date

8th March, 2016

8th April, 2016

Assignment title

The Production of a Strategy Plan for an Organisation

L
O

Learning Outcome

Understand the
external
environment
affecting an
organisation

AC

1.1
1.2
1.3
2.1

Be able to review
existing business
plans and
strategies of an
organisation

2.2

2.3
3

Be able to develop
options for
strategic planning

3.1

Submitted on

In this assessment you will have the


opportunity to present evidence that
shows you are able to:
Explain the importance of
external factors affecting an
organisation
Analyse the needs and
expectations of stakeholders of
an organisation
Analyse the major changes taking
place in the external environment
that will affect strategy
Use appropriate tools to analyse
the effects of current business
plans
Review the position of an
organisation in its current market
Evaluate the competitive
strengths and weaknesses of an
organisations current business
strategies
Use modelling tools to develop
strategic options for an
organisation

Task
no. Evidence
(Page no)
1
1
1
1

1
1

3.2

Develop a comparative
understanding of activity from
organisations in the market

3.3

Create options to form the basis


of future organisational strategy

for an organisation

4.1
4

Be able to develop
options for
strategic planning
for an organisation

4.2
4.3

5.1

Be able to examine
factors affecting
an organisational
strategy plan

5.2
5.3
5.4
6.1

Be able to plan for


the
implementation of
a strategy plan

6.2

6.3

Propose a suitable structure for a


strategy plan that ensures
appropriate participation from all
stakeholders of an organisation
Develop criteria for reviewing
potential options for a strategy
plan
Construct an agreed strategy plan
that includes resource
implications
Compare core organisational
values (ethical, cultural,
environmental, social and
business) with the current
business objectives of an
organisation
Develop appropriate vision and
mission statements for an
organisation
Produce agreed future
management objectives for an
organisation
Develop measures for evaluating
a strategy plan
Develop a schedule for
implementing a strategy plan in
an organisation
Create appropriate dissemination
processes to gain commitment
from stakeholders in an
organisation
Design monitoring and evaluation
systems for the implementation
of a strategy plan in an
organisation

1
1

1
1
1
1

Learner declaration
I certify that the work submitted for this assignment is my own and research sources are fully

acknowledged.
Student signature:

Date:

Assignment brief
Unit number and title

Start date
Deadline/hand-in
Assessor

Unit 12 Strategic Planning


Pearson BTEC Level 7 Diploma in Strategic Management and
Leadership
8th March, 2016
8th April, 2016
Andrew Saliba

Assignment title

The Production of a Strategy Plan for an Organisation

Qualification

Purpose of this assignment


This assignment will provide the learner with an understanding of how to review current
organisational management strategies and the skills to develop a strategy plan in
an organisational context.
Task 1
Scenario for Task 1
Identify an organisation you are familiar with or an organisation that you are currently
working with.
Task 1 1.1,1.2,1.3,2.1,2.2,2.3,3.1,3.2,3.3,4.1,4.2,4.3,5.1,5.2,5.3,5.4,6.1,6.2,6.3

The student is to select an organisation and undertake a full strategic review of its activities.
The review will include an assessment of the organisations external environment, a review of
its existing plans, consideration of strategic options, the development of a strategic plan, an
examination of core values and, finally, the development of a schedule for implementation of
the plan, including how it will be monitored and evaluated.
Assessment Guidelines:
Students are to research information from an organisation and develop a full strategic review
of the organisation based on their research.
1.
Explain the importance of the various external factors that impact the chosen
organisation?
One must show:

How the organisation conducts its business


Use tools and techniques such as SWOT and STEEP to help analyse the
external
environment of their chosen organisation
Consider what happens when significant changes occur in the external
environment that may cause their organisations strategic plans to change
The student needs to ensure that their analysis considers customers, competitors
and the marketplace in which their organisation operates
2.

What are the needs and expectations of the stakeholders?


Students are expected to analyse the needs and expectations of all stakeholders of

the
chosen organisation and how they may have influenced strategic decision making
within
the chosen organisation
3.

Evaluate and analyse the effects of strategic plans?


Students are expected to use appropriate tools to analyse the effects current
business plans are having within their chosen organisation and evaluate the
competitive strengths and weaknesses of current business strategies in place.

4.

Evaluate the organisations position


Students need to review their organisations current position in its marketplace.
This could include market share information and a discussion on competitor
activity.

5.

Students are to show that they have an understanding of the following:


The various modelling tools available to develop strategic options for their
chosen organisation.

The development of a comparative understanding of activities of the


organisation in the market. This could be achieved by reviewing what other
organisations are doing in the marketplace and what this activity will mean
for their chosen organisation
To create options to form the basis of a future strategy for their organisation.
For example, this could be entering new markets or developing new products

6.

What is a suitable structure for a strategy plan?


Students are to show that the plan will be developed in such a way that all
stakeholders in their chosen organisation will be able to participate in its
formation.
Students need to develop a criteria for reviewing potential options for their
strategic plan. For example, if one strategic option is to raise prices, then the
student will describe how the effect of this would be measured
Students need to construct an agreed strategy plan that includes the
resources that will be needed to implement the plan

7.

Students will need to:


Examine factors affecting their plan, including a comparison of their
organisations values against their current business objectives
From this comparison, they need to develop appropriate vision and mission
statements that will guide the plan
Produce an agreed future management objectives
Students also need to develop measures for evaluating their strategy plan

8.

Students need to develop a schedule for implementing their strategy plan


in their chosen organisation. Also they:
Need to create appropriate processes to disseminate information to
stakeholders in their chosen organisation that will gain their commitment to
the strategy plan when it is implemented.
Need to design systems that will monitor and evaluate the implementation of
their strategy plan.

Evidence
Summary of evidence required by student
checklist
Task 1
Written report

Evidence
presented

General guidance about assessment evidence


Primary and/or secondary research evidence findings must be appropriately referenced within
the report and research evidence attached as annexes to the report.
The written report must be presented in a professional manner, with front page, contents page,
page numbering, bibliography and annexes.
Students must submit a signed declaration that the work submitted is their own see the
Learner declaration box on page 2 of this assignment.

Note to assessor
Task 1 could be completed in 1 phase be assessed and returned to the student with summative
feedback.

Achievement Summary
Qualification

Unit Number and


title
Criteria
Referenc
e
1.1
1.2
1.3
2.1
2.2
2.3
3.1
3.2
3.3
3.4
4.1
4.2
4.3
5.1
5.2
5.3
5.4
6.1
6.2
6.3

Pearson BTEC Level 7


Diploma in Strategic
Management and Leadership
(QCF)
Unit 12 Strategic Planning

Achieved Comments
?
(tick)

Assessor
name
Student name

Andrew Saliba

Assignment Feedback
Formative Feedback: Assessor to Student

Action Plan

Summative feedback

Feedback: Student to Assessor

Assessor
signature

Date

Student signature

Date