Professional Documents
Culture Documents
Details of Assessment
Term and Year 1, 2019 Time allowed 7 Weeks
Assessment No 2 Assessment 80%
Weighting
Assessment Strategic Business Plan & Presentation
Type
Due Date Week 7 Room TBA
Details of Subject
Qualification BSB61015 Advanced Diploma of Leadership and Management
Subject Name Strategic & Business Planning
Details of Student
Student Name
College Student ID
Details of Assessor
Assessor’s Name
Assessment Outcome
/ 80
Results Competent Not Yet Competent Marks
FEEDBACK TO STUDENT
Progressive feedback to students, identifying gaps in competency and comments on positive improvements:
Signature:
Date: //
Purpose of the Assessment
The purpose of this assessment is to assess the student in the following Competen t Not Yet
learning outcomes: (C) Competen t
(NYC)
1.1 Review and evaluate pre existing strategic, business and operational plan,
if available
1.2 Analyse and interpret business vision, mission, values and objectives
1.1 Check with stakeholders that organisational vision and mission are still
held to be current and are supported
1.2 Make any changes or refinements to vision or mission statement as
required
1.3 Review or develop organisational values to support the vision and
mission statement
1.4 Gain support for strategic planning process from all relevant
stakeholders
2.1 Determine information requirements and undertake or commission
research to deliver relevant information
2.2 Analyse political, economic, social, and technological developments in a
global context
2.3 Seek advice from appropriate experts wherever necessary
2.4 Identify and consider strengths and weaknesses of existing and
potential competitors and allies
2.5 Analyse organisation’s strengths, weaknesses, opportunities and threats
2.6 Consider cooperative ventures that are supported by risk and cost
benefit analyses, are consistent with the organisational vision, mission and
values and provide for due diligence
2.7 Check that analysis of internal and external environment is
consistent with the perspectives of other informed people
3.1 Document relevant research and background for inclusion in the
strategic plan
3.2 Formulate strategic objectives and strategies needed for the future
3.3 Detail each strategy with an assigned priority, a timeframe,
responsible parties and measurable performance indicators
3.4 Circulate strategic plan for comment, support and endorsement
4.1 Communicate strategic plan to all relevant parties
4.2 Brief people with a specific role in relation to strategies
4.3 Use performance indicators to monitor progress in implementing plan
4.4 Make necessary refinements to plan
4.5 Evaluate achievement of objectives at agreed milestones
4.6 Review effectiveness of plan and consider methods for improving strategic
planning processes
Assessment/evidence gathering conditions
Each assessment component is recorded as either Competent (C) or Not Yet Competent (NYC). A student can
only achieve competence when all assessment components listed under “Purpose of the assessment”
section are recorded as competent. Your trainer will give you feedback after the completion of each
assessment. A student who is assessed as NYC (Not Yet Competent) is eligible for re-assessment.
This assessment comprises both the report and presentation as a summative assessment. You are required to
prepare a strategic business plan report and perform a presentation for your business plan. To complete this
assessment, you are required to follow the reporting structure as provided to complete the business plan
(PART A) and perform a presentation of your plan (PART B).
You will be working to develop a strategic business plan for your chosen business to open a new branch at
Hobart. The paper and the presentation should include a well-laid process to actualize the business idea,
strategic financial feasibility, marketing feasibility, and operational feasibility. In order to open a new branch to
offer services at Hobart, the company needs to have the appropriate legal clearance from the relevant
authority. You will also need to conduct an extensive research to identify the legal requirements and
summarize your findings.
To demonstrate competency you will need to consider in your analysis the capabilities and resources of the
new enterprise, vision, mission, trends and developments in the marketplace, comparative market
information, and legal and ethical restraints on the proposed business activity. Finally, the strategic business
plan should provide a forecast for the long-range direction of the business and its strategic success.
PART A: STRATEGIC BUSINESS PLAN (Trainer/Assessor use only for marking purposes)
STRUCTURE & CONTENT MARKS MARKS
ALLOCATED RECEIVED
Executive Summary 4
1. Introduction & Business Plan 2
2. Review Market Requirements in the New Location 6
3. Develop Performance Objectives for the Expansion and Growth 2
plan
Marketing review on expansion 1
Explanation on financial, human, physical, and other 1
resource requirements
Internal and External Environment (PESTLE) analysis 1
SWOT analysis 1
Financial forecasts and strategies 1
Operational methods & plans 1
WH&S requirements 1
Strategic Business Plan objectives, KPIs, and Milestones 1
TOTAL MARKS 10
Comments by Trainer & Assessor
INSTRUCTIONS ON PRESENTATION
± Presentation should cover all 10 presentation criteria mention in the table above.
± Presentation timeframe is 15 minutes maximum and must be very brief
± If using a different organisation other then the case organisation, an organisational brief must be
presented
± A Q&A session after presentation
± Attach presentation slides in Appendix 1
Strategic Business Plan Template follows next. You are required to complete every section of the template.
T-1.8.1
Prepared by : Jenny
Lopez Fortich
Position : Manager
Date : 18 February 2020
EXECUTIVE SUMMARY
This report provides an analysis and evaluation of the currently existing online shop Harriott &
Hound. As founder and owner Gillian Harriott describes, this is “Australia’s finest luxury doggy
perfumes - crafted to pawfection”. Harriott & Hound has created only two kinds of pet perfumes:
“Black diamond paw Homme” and “White pearl paw Femme”). Organisation is relatively small.
Apart business startup services like: website designer, IT specialist, product designer and
photographer - all monthly work is done by the owner of the company.
Target market of the product is very specific - dog owners age of 25-55 years old, spending at
least $300 for pet care per month. Even though there are 4.2 million dogs in Australia, with 39% of
households owning at least one dog, they are Australia’s most popular pet, however they are not
permitted to be kept in many strata title properties (ACAC, 2002). And that means, Australian
market is too small for luxury pet perfume business growth. The main mission is to go global
finding distributors and retailers in EU, US, Asia.
Methods of Harriott & Hound business analysis include SWOT and PESTEL analyses as well as e-
marketing strategies, budgeting and technical issues. Other calculations include rates of return and
income. Results of data analysed show that all ratios are equal industry averages. Comparative
performance is good in the areas of profit margins and inventory management.
Key objectives for Harriott & Hound e-marketing plan are: excellent performance on social
media and customer service; reach celebrities for dog perfume promotion; global distributors and
retailers research; strategical, technical or budgeting issues elimination while monitoring plan.
Harriott & Hound Mission: To create and become the leading luxury, beautiful, dog-safe range
of perfume and cologne brand with the motto in mind: "If it's good enough for humans it's good
enough for my dog”.
China is Tasmania’s largest market with over $873 million in exports (2015–16), rising from $487
million in 2014–15. Taiwan is the second largest export market followed by Malaysia, US, Japan,
Vietnam, Indonesia and the Republic of Korea. Shipping good by sea its very convenient and cheap
way. As perfume cant by shipped by air, ships are great opportunity for Harriott and Hound. Main
idea is not to expand business specifically in Tasmania, but get cheap access to Asian market.
1.Be exceptional.
2.Courage means we are entrepreneurial and thus take risks, reach beyond boundaries and
experiment.
3.Acting with courage, challenging the status quo and finding new ways to grow our company and each
other.
Stakeholder feedback and support (you must take some advice from any of the
stakeholders):
Feedback regarding the strategic plan was received. Strategically well planed, unique and specific
business. Clear objectives, marketing strategies, budgeting.
Currently there are concerns with shipping production overseas because of “Dangerous Goods Act”
and collaboration with distributors in US, Canada, EU, Asia.
Gillian Harriott has highlighted the need to investigate future storage and warehousing
requirements; research marketing possibilities overseas.
CONTENT PAGES
Executive summary 10
Performance objectives 14
SWOT analysis 18
Competitor analysis 19
Plan for human recourses, skilled workforce availability and costs plan 19-20
This report provides an analysis and evaluation of the currently existing online shop Harriott &
Hound. As founder and owner Gillian Harriott describes, this is “Australia’s finest luxury doggy
perfumes - crafted to pawfection”. Harriott & Hound has created only two kinds of pet perfumes:
“Black diamond paw Homme” and “White pearl paw Femme”. Organisation is relatively small. Apart
business start up services like: website designer, IT specialist, product designer and photographer -
all monthly work is done by the owner of the company.
Target market of the product is very specific - dog owners age of 25-55 years old, spending at least
$300 for pet care per month. Even though there are 4.2 million dogs in Australia, with 39% of
households owning at least one dog, they are Australia’s most popular pet, however they are not
permitted to be kept in many strata title properties (ACAC, 2002). And that means, Australian market
is too small for luxury pet perfume business growth. The main mission is to go global finding
distributors and retailers in EU, US, Asia.
Methods of Harriott & Hound business analysis include SWOT and PESTEL analyses as well as e-
marketing strategies, budgeting and technical issues. Other calculations include rates of return and
income. Results of data analysed show that all ratios are equal industry averages. In particular,
comparative performance is good in the areas of profit margins and inventory management.
Key objectives for Harriott & Hound business plan are: excellent performance on social media and
customer service; reach celebrities for dog perfume promotion; global distributors and retailers
research; strategical, technical or budgeting issues elimination while monitoring plan.
Harriott & Hound Mission: To create and become the leading luxury, beautiful, dog-safe range of
perfume and cologne brand with the motto in mind: "If it's good enough for humans it's good enough
for my dog”.
The main reason to expand business by opening a new branch in Hobart Tasmania is because
Tasmania has great connection by water with Asian countries. China is Tasmania’s largest market
with over $873 million in exports (2015–16), rising from $487 million in 2014–15. Taiwan is the
second largest export market followed by Malaysia, US, Japan, Vietnam, Indonesia and the Republic
of Korea.
Create product crafted Perfume price on website The product is Seo, Search Engine
with the same high (www.harriottandhound. purchased and brought Optimization. It will
level ingredients as c om) will be lowest in all to the consumers only be applied complex
human perfumes, but market because by couriers and set of measures to
with all the products go without passing by any improve the
specifically altered straightly to client from retailing shop. website's position in
concentrations, thus warehouse. search engine results
less likely to result in on a pre- selected
skin reactions and query, with the aim
allergies. to get into TOP-10 or
even TOP-3.
Target market of the product is very specific - dog owners age of 25-55 years old, spending at least
$300 for pet care per month. Even though there are 4.2 million dogs in Australia, with 39% of
households owning at least one dog, they are Australia’s most popular pet, however they are not
permitted to be kept in many strata title properties (ACAC, 2002). And that means, Australian
market is too small for luxury pet perfume business growth. The main mission is to go global
finding distributors and retailers in EU, US, Asia. And as we know Tasmania is biggest distributor to
China.
Customer and 4 new distributors each month 100 new distributors in 2 years
Market Asia
Performance
4 employees
1 office with storage room
1 car
Financial resource will reach up to $100,000 as a start up and up to $24,000 monthly.
Dear Director,
Please review environmental analysis provided above. Would you like me to do more research regarding
shipment overseas? As we already know main issues we can be facing in the future with air shipment, I could
not find any legal issues regarding shipment via sea. Please advice me if you need any additional information.
Furthermore, you know that pollution and recycling is a great issue in asian countries. We should probably
do more research and give a simple but clear advice for to dispose empty perfume bottles correctly. If you
will advise me, I do a bit more research on that as well.
Thank yo for your time. I will call tomorrow to see when yo might be available for a brief
conversation. I look forward to speaking with you.
Milda Guze
Manager
Analysis Template
Strengths Weaknesses
Shipment overseas limitations because of
First and only one yet luxury dog perfume dangerous goods
company in Australia. regulations.
Outstanding design comparing with other Lack of brand awareness.
dog perfume brands. Lack of variety in perfumes.
Very high quality product and comfortable free Very specific target market.
delivery. High price.
Single market space - internet. Little trust of customers to buy and pay online.
Very clear conception with only 2 products.
Highly motivated project
participants/staff. Social networking
activity
Product has big demand and it is very useful
for dog owners.
Opportunities Threats
Growing market all over the world. The risk of appearance of stronger
The growing number of Internet users and competitors. No interest from big distributors.
internet shoppers. Sales only within Australia.
Increasing households that own at least 1 dog Harm for canine (allergic reaction or not proper
numbers. use of product by owner off a dog)
Partnership with distributors in US, Canada,
Europe, India and China
Third product development.
Perfume appearance on TV sales.
Promotion by famous people like Ellen
DeGeneres.
Plans to address SWOT with organisational capabilities: (You may use bullet points)
10. PLAN FOR HUMAN RESOURCES/SKILLED WORKFORCE AVAILABILITY AND COSTS Hobart (or
chosen) City Review & Skilled Workforce Availability (maximum of 300 words)
• In Tasmania since 2006, the size of the workforce increased in ten of the 19 Australian and
New Zealand Standard Industrial Classification (ANZSIC) industry sectors.
• The healthcare and social assistance sector became the largest workforce and contributed
the greatest growth in both absolute and relative terms to the whole Tasmanian workforce.
• The Tasmanian workforce is dominated by industry sectors that are largely publicly funded.
• The greatest job losses were experienced by men employed full time in the male-dominated,
manufacturing sector.
• The greatest job gains were experienced by women employed part time in the services based
sectors of health care and social assistance and education and training.
• More than half the workforce in six of the 19 industry sectors was aged over 45. This included
two of the largest and fastest growing sectors: healthcare and social assistance (54.6 per
cent); and education and training (54.4 per cent).
Job Advertisement
Harriott and Hound is leading luxury pet perfume producer and distributor all over Australia. Sales
are a mix of resellers and direct, including most products that are sold through retailers. A typical
sale is between $5,000 and $50,000 with some opportunities over $300,000 monthly. The brand is
the undisputed global leader in volume, with an extremely strong reputation for quality and
reliability.
Job description
Reporting to the Director, you will be responsible for revenue and margin goals and after sales
service of H&H pet perfume. You will lead an experienced team of 3 people, whilst taking direct
responsibility for global distribution.
You will tap into the enormous potential and continue their growth by leveraging off your existing
ability to lead, motivate and mentor a team to improve customer service and win rates, develop
strategies to increase new leads, close rates and customer referrals. Present and sell company
products and services to new and existing customers. Being comfortable in front of people and
preparing presentations, proposals and sales contracts that both meet customers' needs and
achieve company objectives is something you do on a daily basis at present.
If you would like to join a team where you can make a difference make an application today. For an
exploratory confidential conversation call Sam on 093548141
Contact:
Alice McCann
Quote job ref: 107432345
+649 354 8141
Asia
Insurance 1,000 1,200 1,700
Administrative Expenses 3,000 3,500 4,500
Advertising 12,000 6,000 7,000
Misc. Expenses 500 1,000 1,000
Total Expenses 320,500 333,200 422,000
Net Profit 229,500 496,800 778,000
Cash Flow Statement Template
All staff members as required fulfilled expectations and reach sales goals within set time frames. Additional staff member will be required
Sales data First 3 months ware very successful as we have found 13 new distributors and made
hat is 50,000 AUD more than planned for the first quarter.
dataAs planned first quarter had the most expenses regarding shop’s expansion to Hobart. Total expenditure incl bills, rent, salaries and
Staff training data Regarding the unexpected amount of sales and quick business grow new
sales assistant will be required . Training will be held by current sales assistant duding working hours.
Market trend data As it was expected sales were in the highest point during the month of
Next two months apron 40,000 AUD. As sales tends to slow down in any type of markets for January and February. Over the next few m
Main goal of opening our new brunch in Tasmania is production distribution to Asian continent.
Current sales reach 350,000 AUD a year. We are planning to make it double within 1st year of work
in Tasmania. 30% growth is expected every following year.
From all team members we are expecting passioned work, high standards and ideas for business
expansion. Everyone will get specific targets and time frames to meet their goals. You will be
provided with all necessary information and training personally on Monday.
Milda Guze
Manager
Brief template
Main goal of opening our new brunch in Tasmania is production distribution to Asian continent.
Current sales reaches 350,000 AUD a year. We are planning to make it double within 1st year of
work in Tasmania. 30% growth is expected every following year.
KPIS
Sales manager - S. Alicent and her team - increase sales volume by 30% first year; increasing
number of distributors monthly basis.
Logistics coordinator - K. Rodgers and his team - increase delivery speed by 2 days ( time frame: 2
months); reduce the amount of money spent for goods shipment to 8,000 a month (time frame: 4
months).
15. SIMULATED SCENARIO FOR SYSTEM FAILURE (WH&S) & VARIANCE REPORTING
a. All employees should be provided with all necessary WHS information. Presentation, posters and
handed WHS sheets will do the job. Also Mr Safety organisation will be hired to provide all
necessary training for employees. That will cost up to 10,000 Aud.
For low-risk workplaces a first aid room is provided when there are more than 200 workers, and in
high-risk workplaces when there are more than 100 workers. So H&H won’t need it. But there should
be one first aider for every 50 workers in low-risk workplaces (an office). A trained first aider will
need to hold a nationally recognised statement of attainment from a registered training
organisation.
Regarding membership of the committee, the requirements specified in the Act are that:
• health and safety representatives may choose to be members of the health and safety
committee; and
• at least half of the members of the committee must be workers who are not nominated by the
person conducting the business or undertaking (PCBU).
Some of the safety procedures would be:
• Never work while under the influence of drugs or alcohol, as you are a hazard to yourself and
your co-workers.
• Turn off all the equipment, computers and other energy consuming devices.
• Do not use flame (candles) in the office.
b.
Dear Director,
There have been some system failures in regard to WH&S within our new premises.
Over the last three months we had a few WHS system failures.
First, we had an air-conditioner shortage. All building was evacuated. No one was hurt. Few people had
noticed air-conditioner wasn’t working properly for a week before the accident but did not think it was
necessary to address the issue.
Second one happened last week. One of the lightning installations exploded and administrative
employee Alice Henders was injured. She is resting at home from shock and treating her injured arm.
There should be any long-term consequences.
I would highly recommend building a culture for workers where it’s easy for them to raise safety issues,
and one in which they are encouraged or even rewarded for doing so, and what you’ll have created is a
perfect system. So maybe we should agree on safety management system where everyone could address
their issues.
I have a recommendation to get ‘OSS’ workplace management safety system. All Occupational Safety
Solutions' WHS Management Systems have been developed to provide business owners with ready to
use templates to achieve compliance with AS/NZS 4801:2001, the Work Health and Safety (WHS) Act
2011 and WHS Regulations 2017. A well-structured WHS Management System can create a safe
workplace by making sure tasks are carried out safely and consistently every time. Each element of the
system is integral in supporting each other as workplace incidents and accidents are usually the result of
a chain of events and not a single cause. That would cost 4000AUD and will take 1 day for full installation
and 2 responsible employees training.
I will provide you will all necessary information with shirt presentation I have attached to this email. Have
a look and let me know what you think. i would be more than happy to answer all your question or get
you in touch with OSS representative.
Thanks,
Jenny Lopez Fortich
Manager
16. SIMULATED SCENARIO FOR PERFORMANCE DATA ANALYSIS
Harriott and Hound hasn’t achieved 2 out of 6 main objectives. It was planned that sales volume by
location increased 30% unfortunately we have reached only 25%. Sales team were facing some
technical issues over the year. As all problems are solved now target for next year is highly expected
to be reached. Another big objective we haven’t achieved is faster delivery. Plan was to shorten
shipment time by 2 days. We only shortened it by 1 day so far. Continues research is conducted over
delivery companies. We are hoping to increase sales next year and that will allow us to buy more
expensive but faster courier system.
Overall all the other objectives were reached including customer satisfaction, amount of
distributors in Asia, reduced shipment costs by 2000 monthly.
Major tasks of position: understanding and establishing goals; setting expectations and
delegating tasks; giving feedbacks; coaching employees; achieving targets.
Training/skills development required: Team management and leadership skills.
Training needs and how will this be achieved: In order to drive team performance, successful
sales manager must be equipped with knowledge and skills and that will be achieved by
providing 6 days training course.
When: 01/03/2020- 05/03/2020
Organiser: General manager Jenny Lopez Fortich
Training provider : Sales manager trainer from Lessonly Tom Higgins
1. H&H should develop competitive advantage. In terms of the benefits, results or outcomes that
your customer will enjoy from purchasing your product or service that they would not fully enjoy
from purchasing the product or service of your competitor. Fast shipping could be one of the
benefits.
2. Use content and social media marketing to H&H advantage. We should use social media such as
Facebook, Twitter, and create blog to H&H advantage. By building relationships with our
customers through these channels we can access more people than ever. Specially in Asia where
social media is super effective.
3. We should do a proper market research on H&H competitors in Asia to determine the right price.
In general if you have a high-priced product, be prepared to over-deliver quality to your
customers. Price can be determined by “perceived value” of your product. If you can make your
product seem superior to your competitors, you can charge a higher price.
4. Make effective presentations. In selling it is important to make a creative and compelling sales
presentation to H&H customers. Specially matching target market needs and social level in
different continents.
1. As produce shipping time hasn’t been shorten yet, company should think about different benefits
H&H could offer for existing or new customers. Another idea is to ship perfume in bulks and for
every 10 pet perfume bottles offer 1 free. That would attract customers. As people love free
things.
2. Social media is already packed with H&H products, but we need to find a way to reach Asian
clientele. Clearly just using Australian hashtags and posting from Australia not gonna work. It is
necessary to find famous asian people and pay them to promote our products directly from Asia
in their languages so that would reach customers directly and we would get more interest from
distributors.
3. Price is already determined to Asian market. And all distributors has the same lowest price line so
they only can sell H&H products for higher price than we do in Australia if they want to and has
the right clientele. But what we could do to keep our customers satisfied with over delivering
quality is to insure and guarantee that product will arrive on set time and not damaged with
exclusive packaging. So let’s say distributor has shipped damaged product and client is not happy,
distributor would have to make sure that new product will be delivered within 5 days and add free
gift (perfume tester or so).
4. Presentations could are useful, but more effective way would be international emails and
information about sales. Customers will be happy to hear about it, and it will build trust with
them. They may even buy more because of it.
17. AUDIT OF MILESTONES ACHIEVED
Risk 1: Development risk - unable to open store on the planned date Risk
Management Strategy:
Avoid risk by communicating with the owner about revenue, possible costs and time frames.
Management Strategy:
Transfer risk to insurance company which can be used to protect a company from the costs incurred when
products, building or other facility is damaged
Risk 3: Volume/ demand risk - poor research on market causes low sales Risk
Management Strategy:
FREQUENCY CONSEQUENCE
Insignificant Minor Moderate Major Catastrophi
Almost certain
Likely
Possibly Maintenanc
Unlikely Development
Rare Demand
I would like to introduce you to H&H Tasmania strategic business plan. Our mission is to create
and become the leading luxury, beautiful, dog-safe range of perfume and cologne brand. Key
objectives: excellent performance on social media and customer service; reach celebrities for dog
perfume promotion; global distributors and retailers research; strategical, technical or budgeting
issues elimination. Main target is to reach 800,000 Aud profit within 3 years and introduce perfume
to global market. We will use specific pricing strategies for Asian continent.
As you know a full presentation and Q&A session will be on Monday next week. If you have any
urgent questions please email me on mildah&h@harriott.com.
Milda Guze
Sales Manager
APPENDICES