BSBMGT616 Student Assessment Tasks V1.0 09-20

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Student Assessment Tasks
BSBMGT616 Develop and implement strategic plans
WSC V1.0 09-2020 (Review 10-2021) BSBMGT616 Develop and implement strategic Student Assessment tasks 1 of 34
RTOWORKS Quality Solutions plans
BSBWRT301 Write simple documents Student Assessment Tasks
Contents
Assessment information.................................................................................................................... 3
Assessment instructions.................................................................................................................... 4
Student assessment agreement........................................................................................................ 6
Assessment Task 1 Cover Sheet...................................................................................................... 7
Assessment Task 1: Written questions..............................................................................................8
Assessment Task 1 Instructions as provided to students................................................................10
Assessment Task 1 Checklist.......................................................................................................... 11
Assessment Task 2: Organisational vision and mission project......................................................12
Assessment Task 3: Strategic Plan Project.....................................................................................17
Final results record.......................................................................................................................... 24
© 2020 RTO Works <RTO Name and ID> Page 2

Assessment information
The assessment tasks for BSBMGT616 Develop and implement strategic plans are included in
this Student Assessment Tasks booklet and outlined in the assessment plan below.
1. To be assessed as competent for this unit, you must complete all of the assessment tasks
satisfactorily.
Assessment plan
Assessment Task Overview

1. Written questions Students must correctly answer all questions.
2. Organisational vision and mission project Students must meet with Senior Managers to
confirm organisational vision, mission and
values and strategic objectives.
3. Strategic plan project Students must develop a PESTLE and SWOT
analysis for inclusion in the strategic plan, as
well as develop strategic plan.
Students must also monitor and adapt the
strategic plan.
Assessment preparation
Please read through this assessment thoroughly before beginning any tasks. Ask your assessor for
clarification if you have any questions.
When you have read and understood this unit’s assessment tasks, print out the Student
Assessment Agreement. Fill it out, sign it and hand it to your assessor, who will countersign it and
keep it on file.
Keep a copy of all of your work, as the work submitted to your assessor will not be returned to you.
Assessment appeals
If you do not agree with an assessment decision, you can make an assessment appeal as per your
RTO’s assessment appeals process.
You have the right to appeal the outcome of assessment decisions if you feel you have been dealt
with unfairly or have other appropriate grounds for an appeal.

Assessment instructions
Each assessment task in this booklet consists of the following:
Assessment Task Cover Sheet

This must be filled out, signed and submitted with your assessment responses.
If you are submitting hardcopy, the Assessment Task Cover Sheet should be the first page of each
task’s submission.
If you are submitting electronically, print out the Assessment Task Cover Sheet, fill it out, sign it
and then scan and submit the file.
The Assessment Task Cover Sheet will be returned to you with the outcome of the assessment,
which will be satisfactory (S) or unsatisfactory (U). If your work has been assessed as being not
satisfactory, your assessor will include written feedback on the Assessment Task Cover Sheet
giving reasons why. Your assessor will also discuss this verbally with you and provide advice on
reassessment opportunities as per your RTO’s reassessment policy.
Depending on the task, this may include
 resubmitting incorrect answers to questions (such as written questions and case studies)
 resubmitting part or all of a project, depending on how the error impacts on the total outcome
of the task
 redoing a role play after being provided with appropriate feedback about your performance
 being observed a second (or third time) undertaking any tasks/activities that were not
satisfactorily completed the first time, after being provided with appropriate feedback.
Assessment task information

This gives you:
 a summary of the assessment task
 information on the resources to be used
 submission requirements
 resubmission opportunities if required.
Assessment task instructions

This includes questions you will need to answer or tasks that you need to complete.
Your answers must be typed using software as indicated in the assessment task Instructions.
Copy and paste each task’s instructions into a new document and use this as the basis for your
assessment task submission. Include this document’s header and footer.
If you are submitting electronically, give the document a file name that includes the information as
indicated in the section called ‘Naming electronic documents’ (see below).

Naming electronic documents

It is important that you name the documents that you create for this Assessment Task in a logical
manner.
Each should include:
 Course identification code
 Assessment Task number
 Document title (if appropriate)
 Student name
 Date it was created
For example, BSBMGT616 AT3 Strategic Plan Joan Smith 20/10/20.
Icons
Icons are used in task instructions to indicate three of the common stages within the task.
This icon indicates that you will need to meet with your assessor (and possibly other
students) to complete a meeting or role play.
This icon indicates that you will need to communicate via email or send documents to
via email.
This icon indicates that you will need to submit an item of evidence.
This icon indicates all other stages during the task, which may include research,
developing documents, brainstorming ideas and so on.
Additional resources
You will be provided with the following resources before you begin each assessment task.
Assessment Task 3:
 Strategic Plan Template
Checklist
This will be used by your assessor to mark your assessment. Read through this checklist as part of
your preparation before beginning the assessment task. It will give you a good idea of what your
assessor will be looking for when marking your responses or observing your performance.

Student assessment agreement

Make sure you read through the assessments in this booklet before you fill out and sign the
agreement below.
If there is anything that you are unsure of, consult your assessor prior to signing this agreement.
Have you read the assessment requirements for this unit?  Yes  No
Do you understand the requirements of the assessments for this unit?  Yes  No
Do you agree to the way in which you are being assessed  Yes  No
Do you have any specific needs that should be considered  Yes  No
If so, explain these in the space below.
Do you understand your rights to reassessment?  Yes  No

Do you understand your right to appeal the decisions made in an  Yes  No
assessment?
Student name
Student ID number
Student signature
Date
Assessor name
Assessor signature
Date
Assessment Task 1 Cover Sheet
Student declaration
To be filled out and submitted with assessment responses

 I declare that this task is all my own work and I have not cheated or plagiarised the work or
colluded with any other student(s).
 I understand that if I am found to have plagiarised, cheated or colluded, action will be taken
against me according to the process explained to me.
 I have correctly referenced all resources and reference texts throughout these assessment
tasks.
Student name
Student ID number
Student signature
Date
Assessor declaration
 I hereby certify that this student has been assessed by me and that the assessment has been
carried out according to the required assessment procedures.
Assessor name
Assessor signature
Date
Assessment outcome S NS DNS Resubmission Y N
Feedback
Student result response

 My performance in this assessment task has been discussed and explained to me.
 I would like to appeal this assessment decision.
Student signature
Date
A copy of this page must be supplied to the office and kept in the student’s file with the evidence.

Assessment Task 1: Written questions
Task summary
This is an open-book test, to be completed in the classroom.
A time limit of 1 hour to answer the questions is provided.
You need to answer all of the written questions correctly.
Your answers must be word processed and sent to the assessor as an email attachment.

Required
 Access to textbooks and other learning materials.
 Computer with Microsoft Office and internet access.
Timing
Your assessor will advise you of the due date of this assessment.
Submit
 Answers to all questions.
Assessment criteria
All questions must be answered correctly in order for you to be assessed as having completed the
task satisfactorily.
Resubmission opportunities
You will be provided feedback on your performance by the assessor. The feedback will indicate if
you have satisfactorily addressed the requirements of each part of this task.
If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide
you with written feedback along with guidance on what you must undertake to demonstrate
satisfactory performance. Reassessment attempt(s) will be arranged at a later time and date.
You have the right to appeal the outcome of assessment decisions if you feel you have been dealt
with unfairly or have other appropriate grounds for an appeal.
You are encouraged to consult with the assessor prior to attempting this task if you do not
understand any part of this task or if you have any learning issues or needs that may hinder you
when attempting any part of the assessment.

Written answer question guidance

The following written questions use a range of “instructional words” such as “identify” or “explain”,
which tell you how you should answer the question. Use the definitions below to assist you to
provide the type of response expected.
Note that the following guidance is the minimum level of response required.
Analyse: when a question asks you to analyse something, you should do so in detail, and
identify important points and key features. Generally, you are expected to write a response one
or two paragraphs long.
Compare: when a question asks you to compare something, you will need to show how two or
more things are similar, ensuring that you also indicate the relevance of the consequences.
Generally, you are expected to write a response one or two paragraphs long.
Contrast: when a question asks you to contrast something, you will need to show how two or
more things are different, ensuring you indicate the relevance or the consequences. Generally,
you are expected to write a response one or two paragraphs long.
Describe: when a question asks you to describe something, you should state the most
noticeable qualities or features. Generally, you are expected to write a response two or three
sentences long.
Discuss: when a question asks you to discuss something, you are required to point out
important issues or features and express some form of critical judgement. Generally, you are
expected to write a response one or two paragraphs long.
Evaluate: when a question asks you to evaluate something, you should put forward arguments
for and against something. Generally, you are expected to write a response one or two
paragraphs long.
Examine: when a question asks you to examine something, this is similar to “analyse”, where
you should provide a detailed response with key points and features and provide critical
analysis. Generally, you are expected to write a response one or two paragraphs long.
Explain: when a question asks you to explain something, you should make clear how or why
something happened or the way it is. Generally, you are expected to write a response two or
three sentences long.
Identify: when a question asks you to identify something, this means that you are asked to
briefly describe the required information. Generally, you are expected to write a response two or
three sentences long.
List: when a question asks you to list something, this means that you are asked to briefly state
information in a list format.
Outline: when a question asks you to outline something, this means giving only the main points,
Generally, you are expected to write a response a few sentences long.
Summarise: when a question asks you to summarise something, this means (like “outline”) only
giving the main points. Generally, you are expected to write a response a few sentences long.

Assessment Task 1 Instructions as provided to students

Provide answers to all of the questions below:
1. Give three examples of risks that should be taken into account in developing and
implementing strategic plans.
Delays in Project Completion

Implementation of a strategy may require the completion of a series of steps by different
departments within your organization. If one department can’t complete its assigned
projects on schedule, implementation of the strategy will be delayed. For example, you
may plan to launch a new product in the upcoming year, but if delays in product design or
prototype testing occur, your strategic implementation will also be delayed.
Higher Implementation Cost than Forecast

During the planning process, you and your staff will prepare a marketing budget that
shows the cost of implementing your chosen strategies. Particularly with strategies the
company hasn’t employed in the past, precisely calculating the costs can be difficult. As
the strategy is rolled out, you may see that the costs are higher than forecast, requiring
difficult decisions to be made on where costs could be reduced in order to keep the
company on track toward reaching its profit goals.
Government Regulation
New government regulations can make it more difficult for a small business to implement
its strategies. For example, a more restrictive zoning policy by a municipality may prevent
you from opening the additional location you planned.
2. Give two examples of risk management strategies that can be used when developing and
implementing strategic plans.
Make a Plan

There are a few essential items to include in a risk management plan, however. Here they
are:
 a list of individual risks
 a rating of each risk based on likelihood and impact
 an assessment of current controls
 a plan of action
For example, “Key client XYZ Corp is late paying its invoice.” Maybe you are already
controlling for that risk by having automated reminders sent out when the invoice is close
to its due date, and having one of your staff members responsible for following up
personally with phone calls and emails. You’d list those as existing controls on your risk
management plan.
Decide How to Handle Each Risk
In the world of risk management, there are four main strategies:

 Avoid it.
 Reduce it.
 Transfer it.
 Accept it.
3. Give an example of a risk management strategy that can be used to manage intellectual
property risks inherent in strategic planning.
Develop and have in place rapid response procedures to mitigate risk when theft or abuse
of intellectual property occurs.
These are procedures that call for a change in culture, a transformation as profound as the
shift to a customer-oriented culture that many organizations went through in the previous
decade. It is an orientation to alertness, protection and swift action. The commitment to
make it happen, like all leading-edge organizational changes, has to come from the top. If
you are a director, it is more than a commitment. It is an obligation to shareholders.
4. Outline the benefit of conducting a SWOT analysis as part of a strategic planning process and
how a SWOT analysis is conducted.

The main advantages of conducting a SWOT analysis is that it has little or no cost - anyone
who understands your business can perform a SWOT analysis. You can also use a SWOT
analysis when you don't have much time to address a complex situation. This means that
you can take steps towards improving your business without the expense of an external
consultant or business adviser.
To work out if something is an internal or external factor, ask yourself if it would exist
even if your business didn't. If it would, then it's an external factor (e.g. new technology).
Use the following 8 steps to conduct a SWOT analysis.
1. Decide on the objective of your SWOT analysis
2. Research your business, industry and market
3. List your business's strengths
4. List your business's weaknesses
5. List potential opportunities for your business
6. List potential threats to your business
7. Establish priorities from the SWOT
8. Develop a strategy to address issues in the SWOT
5. Outline four examples of questions that could be used when conducting a SWOT analysis.
What are your assets?

Do you have experience in this task (mission) before?
What areas do your competitors have an advantage on?
What are the negative aspects in the current market?
6. Outline the benefit of conducting a PESTLE analysis as part of a strategic planning process
and how a PESTLE analysis is conducted.
Importance of PEST Analysis in Strategic Planning

 It informs about both internal and external factors that affect a firm’s failure and
success
 It gives an overview of the business’ current position
 It forecasts future and sheds light on current situation
 Evaluates business environment and allows firms to make strategic decisions

 Provide companies with a reality check of their performance and loopholes

 Enables firms to understand the economy and market and expand
 Provides a mechanism to identify threats and opportunities
 Enables companies to learn markets and enter new markets, nationally or globally
 Prevents future failures and creates a system of continuous success
 It helps firms assess the report and take countermeasures for improvement and to
analyse threats.
1. Know the Categories

The first step in conducting a PESTLE analysis is understanding the PESTLE model itself
— in particular, the six categories. The six broad categories of business variables that
PESTLE analysis draws from are:
 Political
 Economic
 Sociocultural
 Technological
 Legal
 Environmental
2. Do the Research
Once you’re familiar with the six categories of PESTLE analysis, the next step is to start
doing your research. If you’re new to business analysis, this can be a lot more difficult than
it sounds.
3. Put It All Together

Once you’ve sourced your information, the only thing left is to put all the pieces together
7. Outline four examples of questions that could be used when conducting a PESTLE analysis.
What key influences are affecting people’s attitudes and behaviour in ways that might
affect my organisation or sector?
Are there trends discernible in particular groups that have implications for my organisation
or sector?
What changes are likely in the political priorities of government at regional, national and
European levels?
Will any changing technologies have an impact on political or economic events with
implications for my organisation or sector?

8. List two internal sources of information that a business could use to find out about its market,
competitors, customer base, vision, values and capabilities.
Sales
Internal data is gathered from the sales department to determine revenue, profit, and the
bottom line. Understanding these numbers gives a business the opportunity to maximize
them. It also provides reasoning to place more focus on particular areas or cut them out
altogether. The numbers can be broken down further by analysing each distribution
channel, price point, geographic area, customer type, and salesperson.
Finance
The finance department should be supplying internal data in the form of cash flow reports,
production reports, and a budget variance analysis. A cash flow report shows the amount of
cash generated and used within a certain period. A production report shows the cost
incurred by the company to produce a product or service. The cost includes raw material
and labour.
9. List two external sources of information that a business could use to find out about its market,
competitors, customer base, vision, values and capabilities.
TELEVISION AND RADIO MEDIA

This source of business information is perhaps the least helpful of the various external
sources available to small business owners. Programs devoted to general investment
strategies and the changing fortunes of large companies can be found, of course, but the
broad-based nature of broadcasting makes it difficult, if not impossible, to launch programs
aimed at narrow niche audiences (like dental instrument manufacturers or accounting
firms, for example).
ONLINE INFORMATION
The phenomenon of online information is burgeoning as much as computers are
themselves. "The power of the computer to store, organize and disseminate vast amounts
of information has truly revolutionized business publishing," noted Lavin. "Large online
systems can help overcome the incredible fragmentation of published information.

10. Explain the purpose of developing organisational values and two techniques that could be
used to identify values as part of the strategic planning process.
The main purpose of developing organisational values is for the employees. Each and
every employee of the organisation must know these values to help them identify with and
connect to targeted consumers, as well as to remind employees about its priorities and
goals.
Techniques to identify values are as follows:
Project brief and plan. In consultation with senior team members, we outlined our
objective, or why we were doing this: “Why? To clarify and update what Recruiting
Social stands for and what we want to accomplish, so we can hold ourselves
accountable internally (as a company, as teams, and as individual team members)
and externally (to our clients, candidates, vendors, partner companies, stakeholders,
followers, and the broader public.” Then, we listed out the steps we’d take to
accomplish the objective, and scoped out how much time it would take and who
would need to be involved.
Discovery. The first and largest step involved research. We performed 15-minute
interviews with every member of our small team, plus two clients. Interviewees were
asked to identify attributes of our team and workplace and share examples of how
they experienced them. Once interviews were completed, we held a 45-minute team
workshop to collaboratively explore the insights uncovered in the one-on-one
conversations.

Assessment Task 1 Checklist
Student’s name:
Did the student provide a Completed
sufficient and clear answer successfully? Comments
that addresses the
Yes No
suggested answer for the
following?
Question 1
Question 2
Question 3
Question 4
Question 5
Question 6
Question 7
Question 8
Question 9
Question 10
Task outcome:  Satisfactory  Not satisfactory
Assessor signature:
Assessor name:
Date:

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 the management team to confirm the organisation’s vision and 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.
This assessment is to be completed in the simulated work environment in the RTO.
Required
 Access to textbooks and other learning materials
 Computer with Microsoft Office and internet access
 Meeting space
 Management team (your assessor)
Timing
Your assessor will advise you of the due date of these submissions.
Submit
 Email summarising outcomes of meeting.
Assessment criteria
For your performance to be deemed satisfactory in this assessment task, you must satisfactorily
address all of the assessment criteria. If part of this task is not satisfactorily completed, you will be
asked to complete further assessment to demonstrate competence.
You have the right to appeal the outcome of assessment decisions if you feel that you have been
dealt with unfairly or have other appropriate grounds for an appeal.


Complete the following activities:
Carefully read the following 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 web
site 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 their products is between 35 and 65. Most of
their 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 web site 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.
1. Prepare for meeting with team.
Carefully read the scenario information, including the information about the
organisational mission, vision and values and business objectives.
Conduct research about developing mission, vision and value statements, as well
as formulating strategic objectives. Identify some examples of these
statements/objectives from at least two other companies. Compare the vision,
mission and value statements to those of Native Bush Spices Australia. Make notes
about whether you think the existing mission, vision and value statements are clear
enough to guide operations. You will need to share your thoughts at the meeting
with the management team, as well as listen to the management team’s ideas.
You should also make notes about the key business strategies and research best
practice techniques for formulating strategic objectives.
From: me@macville.com
To: info@macville.com.au
Cc:
Bcc: ceo@macville.com.au, stakeholders@macville.com.au
Subject: Mission/Vision review’
Dear All,
Following report will focus on MacVille’s current vision and mission statement.
The report is subdivided in 4 sections, such as
1 Existing vision and mission,
2 Current approaches,
3 Revised vision and mission,
4 Organisational values and a summary of meeting notes taken during a meeting
with the CEO from 21 Aug 2018.
1. Existing vision and mission
Vision: MacVille is looking forward to become a national accepted brand. The

company expects to establish and strengthen its position in the hospitality

industry and wants to be recognized as a key component in the success of

hospitality establishments, both large and small.
Mission: MacVille is a high tech company, specialising in the manufacturing of

espresso coffee machines. It is our mission to meet the high level of productivity,
consistency and sustainability expected of our clients who, in turn, allow us to
prosper and pass on our profits to our stakeholders and the various communities
in which MacVille operates.
2. Current approaches
 Incorporating innovation
 Strategic alliances, goals and benefits
 Identify the community MacVille serves
 To distribute products or services to a specific industry or a set of
customers.
 To jointly develop products and services for the local market.
 To work with local or regional counterparts to drive a common agenda.
Benefits
 Provide economical sustainability

 Provide wide and lasting benefits to the community
 Cooperation in the sharing of production facilities
 Combining of knowledge, skills and technology
 Marketing of each other’s products using existing distribution networks
 Co-funding of projects are the collective forms of strategic alliances.
3. Revised vision and mission
Vision: Within 5 years from now, MacVille is:

 Looking forward to become a national accepted brand.
 Expecting to be established and strengthen it’s position in the hospitality
industry
 Working hard to be recognized as a key component in the success of
hospitality establishments.
Mission: MacVille is a high tech company, specialising in the manufacturing of

espresso coffee machines. It is our mission to meet the high level of productivity,
consistency and sustainability expected of our clients who, in turn, allow us to
prosper and pass on our profits to our stakeholders and the various communities
in which MacVille operates.
MacVille sees environmental sustainability as a core corporate responsibility, and
we’re tackling it directly across our operations.
Due to our new strategic alliances MacVille is able to combine and share its
knowledge, skills and technology for a better, refined and more efficient outcome.
The stakeholders always admired the strong leadership MacVille’s is known for as

well as the professional and moral standards of conduct in everything the

company accomplishes. The employees are encouraged in working together in
their own ways toward a common goal, which defines a team. Developing
leadership and sustain a safe work environment is one of MacVille’s highest
priorities. Outwardly the company is dedicated to environmental practices and if
offering meaningful value to its customers. MacVille strives for perfection and due
to its new alliances MacVille is more competitive than ever before.
4. Organizational values
 It is very important to seek for new innovations and to foster the

company’s standards. Not to fear new concepts, promote new ideas and
approach bold projects has suddenly gained a higher importance for
MacVille.
 What better way to promote your mission than someone promoting your
business for you? That’s exactly what MacVille’s CEO thought and urges
the organization to seize the opportunity to form new strategic alliances
and to look out for new partnerships, which do exactly that.
 Furthermore MacVille has to improve its status as corporate citizens. To
do so, it needs to identify itself with the community it serves. Various
donations of the company’s profits have to be made to non-profit
organizations. MacVille has to be actively involved in community services.
 Due to a variety of developments in new areas during the past few years,
there has been a successful approach to implement the changes into the
vision of MacVille. Because of its significant impact on MacVille’s
operations, the changes will mirror in the company’s mission and values.
 Despite the many important factors mentioned in the existing Mission
statement it is essential to include the importance of innovation, resulting
from individual teams within the company. The CEO Patricia Mees
requested the incorporation of findings on how to improve the efficiency
of processes and effectiveness of customer solutions.
11. Meet with the management team (your assessor).
The management team is meeting to discuss the organisational vision, mission and
values statements, as well as business objectives.
Share the ideas you researched for activity 1 and listen to the ideas provided by the
team.
In addition, discuss your ideas about key business strategies and strategic
objectives. Listen to the ideas presented about actions to achieve strategic
objectives, as well as performance indicators.

During the meeting, demonstrate effective communication skills including:

 Speaking clearly and concisely
 Using non-verbal communication to assist with understanding
 Asking questions to identify required information
 Responding to questions as required
 Using active listening techniques to confirm understanding
General Manager: Me
CEO
While reviewing the current Vision and Mission of MacVille with the CEO, we came to a
stage where I wanted to know more about the development of MacVille’s values. The CEO
stated, “MacVille’s values have been the same for as long as the organisation has existed ”
and explained what she meant more detailed.
“For MacVille’s stakeholders, it has always been about stewardship and to adhere to
professional and moral standards of conduct in all that we do. For our employees, we are
committed to encouraging self-directed teams, we cultivate leadership and maintain high
levels of safety. Externally, MacVille is committed to wise environmental practices and
offering meaningful value to our customers.”
Values are and stay the same
 Stakeholders: Leadership, professional and moral standards

 Employees: Encouragement, building teams, cultivate leadership, provide safety
 External: environmental practices, engage with communities, customer service
Later on the CEO and I discussed the implementation and what has changed since it has
formulated the first time in 2004. The CEO explained there had been some major
developments since it’s draft 5 years back.
 Changes have to be included in the new values and missions of the company
 Improve of its status as corporate citizens
 MacVille has to be actively involved in community services.
 Essential to include the importance of innovation, resulting from individual teams
within the company into the Mission statement
 Form new strategic alliances and to look out for new partnerships
 Seek for new innovations and to foster the company’s standards
 Improve the efficiency of processes and effectiveness of customer solution

Should you required any further information, feel free to contact me.
Regards,
General Manager
12. Write a summary of the meeting outcomes.
Following the meeting, summarise the meeting outcomes in about half a page.
The meeting with stakeholders can be seen as successful due to stakeholder

involvement and commitment. It is clear that MacVille’s mission and vision had been same
for a long time in spite of changes in development and environment. For that very reason,
i, as a CEO decided to revise mission and vision statement by launching new strategic
plan. In doing so, consulting regarding to mission and vision statement is a critical step of
successful strategic plan.
13. Send an email to the Management Team (your assessor).
The text of the email should be in grammatically correct English, written in an

appropriate (polite, business-like) style.
The email text should confirm the organizational vision, mission and values as
discussed at the meeting.
You should also report on the cooperative venture as discussed at the meeting.
It should also request approval to proceed to developing the strategic plan based
on the agreed vision, mission and values, as well as strategic objectives.

Dear Mr./Mrs./Ms. .........
Your presence and respond is requested at an upcoming discussion regarding

rewritten Mission and Vision of the company. This meeting will be facilitated and is
designed to take us through an assessment with respect to the status of Mission and Vision.
Although Mission and Vision is my responsibility, it is an endeavor that affects the
entire company and therefore is best managed and delivered when the company
participates in collaborative planning meetings such as this. I need your participation for
our county to contribute to a planning effort designed to identify and address local and
statewide challenges that affect the company.
The following section illustrates existing and future mission and vision.
Furthermore, there are some points that we needs to consider.
Current Organizational Vision and Mission
Organizational vision
MacVille is in business to provide espresso coffee machines that meet the

efficiency, reliability and sustainability needs of our hospitality clients who, in turn, reward
us with profits that will allow our stakeholders and the communities in which we operate to
prosper.
Organizational mission
Within the next 5 years, MacVille will become a national brand, and will be
accepted as an integral part of the hospitality industry, perceived as a key component in the
success of hospitality establishments, both large and small.
Current appoaches
MacVille’s mission and vision had been same for a long time in spite of changes in
development and environment. For stakeholders, it has always been about stewardship and

about adhering to professional and moral standards of conduct in all that the company do.
Employees are committed to encouraging self-directed teams, cultivate leadership and
maintain high levels of safety. Externally, employees are committed to wise environmental
practices and offering meaningful value to customers.
Future Organizational Vision and Mission
Organizational vision
MacVille is in coffee business industry which prefers customer solution and

customer satisfaction. We will aim to raise standard by creating new innovations.
Organizational mission
Within the next 3 years, MacVille will become a national brand, and will become
the member of strategic alliances to have new partnership to achieve further market share.
Organizational value
The MacVille company has organizational value which was stayed same last
couple of years. The company prefers to value its stewardship and adhere to professional
and moral standards. Moreover, the company needs to value the leadership skills and self-
directed teams to develop further.
The meeting will take place on March, 01, 2019, at MacVille Central Office, and
will last from 1 p.m to 4 p.m. Please commit to lending your expertise to this meeting. If
you have any questions, please don’t hesitate to contact me. Finally, please let me know if
you are able to attend so that I can make appropriate plans to accommodate everyone.
Thank you in advance for your commitment to participate.
Enkhbold,

Student’s name:
Completed
successfully? Comments
Did the student: Yes No
Meet with the management team to

discuss organisation mission, vision and
values and ideas for change or
otherwise based on review of at least 2
other companies?
During the meeting, demonstrate

effective communication skills including:
 Speaking clearly and concisely
 Using non-verbal communication to

assist with understanding
 Asking questions to identify

required information
 Responding to questions as
required
 Using active listening techniques to

confirm understanding
Confirm organisational mission, vision

and values in writing?
Confirm approval to develop strategic

plan?
Assessor signature:
Assessor name:
Date:

Assessment Task 3: Strategic Plan Project
Task summary
For this assessment task you are required, in the role of Operations Manager for Native Bush
Spices Australia, to conduct a PESTLE analysis and a SWOT analysis to inform the development
of the Strategic Plan.
Following the development of the PESTLE and SWOT analyses, you must use this research to
develop your strategic plan.
Then student are required to monitor the performance of the strategic plan for Native Bush Spice
Australia, as well as evaluate the strategic planning process and provide a report to the
management team.
This assessment is to be completed in the simulated work environment in the RTO.
Required
 Access to textbooks and other learning materials
 Computer with Microsoft Office and internet access
 Strategic Plan Template
Timing
Your assessor will advise you of the due date of these submissions.
Submit
 Email with SWOT and PESTLE analysis attached
 Email with Strategic Plan attached
 Email with Updated Analysis and Updated Strategic Plan attached
 Monitoring Report
Assessment criteria
For your performance to be deemed satisfactory in this assessment task, you must satisfactorily
address all of the assessment criteria. If part of this task is not satisfactorily completed, you will be
asked to complete further assessment to demonstrate competence.

You have the right to appeal the outcome of assessment decisions if you feel that you have been
dealt with unfairly or have other appropriate grounds for an appeal.


Complete the following activities:
1. Research Native Bush Spice Australia’s customers and competitors.
Identify sources of information to use to research Native Bush Spice Australia’s

market, competitors and target customers.
Note down at least 3 sources of information. You will need to record these
information sources in your SWOT and PESTLE analysis.
Using the information that you have developed, research trends and development
in the industry and competitors, potential new and emerging markets, competitors
and any other relevant factors.
You should also research and review potential cooperative ventures as discussed
at the meeting. This should include their risks and benefits.
14. Develop a SWOT and a PESTLE analysis.
These should outline all of the internal and external factors that will impact on the
Strategic Plan based on your research.
Begin a new Word document for the analyses. Save it as SWOT and PESTLE
Analysis.
Submit your SWOT and PESTLE analysis to your assessor for your feedback.
Your assessor will review your analysis and provide feedback as required. You
should update your analysis based on the feedback received.
15. Develop the Strategic Plan.
Once you have received feedback from your assessor, proceed with developing the
Strategic Plan using the Strategic Plan Template.
Complete all sections of the Plan and use clear and concise English.
Ensure your strategic plan:
 includes specific actions to include each of the strategic objectives.
 responsibilities and timelines for each action, as well as key performance

indicators.
 orders each of the actions commencing with the most urgent action first.
16. Send an email.
Assume you are providing the Strategic Plan to relevant staff. The text of the email
should be in grammatically correct English, written in an appropriate (polite,

business-like) style.
In your email, provide a brief overview of the actions that need to be taken over the
next 12 months to achieve objectives, as well as the staff that will be involved.
The email text should summarise the contents of the attachment and seek their
feedback.
Attach your strategic plan to the email.
17. Update your Strategic Plan.
Revise your strategic plan, incorporating any feedback that you received from your
assessor.
Save this document as Updated Strategic Plan and then re-submit it to your
assessor.
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.
Data and comments from staff after 12 months from implementation of the strategic
plan show:
 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.
18. Write a Monitoring Report.
The report should address:

a. Analyse and report on the data provided.
b. Comment on whether performance indicators have been achieved.
c. Develop recommendations for the year ahead based on your evaluation as

above, as well as required changes to the strategic plan.

d. As you have also been asked to evaluate the strategic planning process,
research best practice strategic planning processes and report on whether the
organisation achieved this with the first strategic plan development and what
could be improved.
Submit your report to your assessor.

Student’s name:
Completed
successfully? Comments
Did the student: Yes No
Use suitable sources of information to

inform their PESTLE and SWOT
analysis?
Conduct and report on a PESTLE

analysis?
Conduct and report on a SWOT

analysis?
Identify and report on potential

cooperative ventures, including risks and
benefits?
Provide PESTLE and SWOT analysis for

feedback and incorporate feedback as
required?
Develop strategic plan using SWOT and

PESTLE analysis?
Document agreed strategic mission,

vision and values, as well as strategic
objectives?
Document actions to achieve strategic

objectives in the strategic plan, including
responsibilities, timelines and
performance indicators?
Provide strategic plan for feedback,

including an overview of each person’s
role in achieving the strategic plan?
Provide strategic plan for feedback,

including an overview of each person’s
role in achieving the strategic plan?
Report on progress against performance

indicators using data provided?

Recommend changes to the plan based

on review?
Research and report on methods for

achieving the strategic plan?
Assessor signature:
Assessor name:
Date:

Final results record
Student name:
Assessor name:
Date
Final assessment results
Result
Satisfactor
Task Type y Unsatisfactory Did not submit
Assessment Task 1 Written questions S U DNS
Organisational vision and

Assessment Task 2 S U DNS
mission project
Assessment Task 3 Strategic Plan Project S U DNS
Overall unit results C NYC
Feedback
 My performance in this unit has been discussed and explained to me.

 I would like to appeal this assessment decision.
Student signature: _________________________________________ Date: _________________
 I hereby certify that this student has been assessed by me and that the assessment has been
carried out according to the required assessment procedures.
Assessor signature: _______________________________________ Date: _________________

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Student Assessment Tasks

BSBMGT616 Develop and implement strategic plans

© 2020 RTO Works <RTO Name and ID> Page 2

Assessment Task Overview

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Assessment Task Cover Sheet

Assessment task information

 a summary of the assessment task

 information on the resources to be used

 resubmission opportunities if required.

Assessment task instructions

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Naming electronic documents

 Course identification code

 Assessment Task number

 Document title (if appropriate)

 Date it was created

For example, BSBMGT616 AT3 Strategic Plan Joan Smith 20/10/20.

 Strategic Plan Template

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Student assessment agreement

Do you understand your rights to reassessment?  Yes  No

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Student result response

Assessment Task 1: Written questions

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 Computer with Microsoft Office and internet access.

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Written answer question guidance

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Assessment Task 1 Instructions as provided to students

Delays in Project Completion

Higher Implementation Cost than Forecast

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Decide How to Handle Each Risk

In the world of risk management, there are four main strategies:

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What are your assets?

Importance of PEST Analysis in Strategic Planning

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 Provide companies with a reality check of their performance and loopholes

1. Know the Categories

3. Put It All Together

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TELEVISION AND RADIO MEDIA

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Techniques to identify values are as follows:

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Assessment Task 1 Checklist

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Assessment Task 2: Organisational vision and mission

 Computer with Microsoft Office and internet access

 Management team (your assessor)

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Assessment Task 2 Instructions as provided to students

Carefully read the following scenario.

Native Bush Spices Australia is based in Coffs Harbour, NSW.

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1. Prepare for meeting with team.

1. Existing vision and mission

Vision: MacVille is looking forward to become a national accepted brand. The

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