Bsbstr802 Lap F v1.0

BSBSTR802
Lead strategic planning processes for

an organisation
LEARNER ASSESSMENT PACK

Learner Assessment Pack
Precision RTO Resources

Level 13, 269 Wickham St, Fortitude Valley 4006
Email: info@precisiongroup.com.au
Website: www.precisionrtoresources.com.au
© 2022 Precision RTO Resources
BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

This resource has been developed for Precision Group (Australia)
by Academy of Professional Excellence (APEX) Pty Ltd.
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Website: www.apexeducation.edu.au
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Disclaimer
Precision RTO Resources has made a great effort to ensure that
this material is free from error or omissions. However, you should
conduct your own enquiries and seek professional advice before
relying on any fact, statement or matter contained in this
document. Precision RTO Resources is not responsible for any
injury, loss or damage as a result of resource included or omitted
from this material. Information in this course material is current at
the time of publication.

2 Learner Assessment Pack Produced 28 January 2022
© Precision RTO Resources
Version Control & Document History
Date Summary of modifications Version
28 January 2022 Version 1 produced following assessment validation. 1.0

Learner Assessment Pack Produced 28 January 2022
3
Table of Contents
Assessment Delivery..............................................................................................................................5
Learner Information..............................................................................................................................6
Steps for Learners..................................................................................................................................8
Reasonable Adjustment.........................................................................................................................9
Resources Required for Assessment....................................................................................................10
Accessing Intranet Pages.....................................................................................................................12
Assessment Agreement.......................................................................................................................13
Assessment Tasks................................................................................................................................15
Contextualisation of Assessments by RTOs.........................................................................................16
Short Answer Questions.............................................................................................................17
Practical Assessment..................................................................................................................29
Workplace Assessment...........................................................................................................30
Assessment Overview..............................................................................................................30
Task 1: Analyse Business Environment....................................................................................32
Task 2: Set Strategic Direction.................................................................................................35
Task 3: Finalise Strategic Direction..........................................................................................37
Task 4: Develop Strategic Plan.................................................................................................39
Task 5: Implement Strategic Plan.............................................................................................41
Task 6: Monitor and Review Strategic Plan..............................................................................43
Assessment Workbook Checklist.........................................................................................................45
Assessment Workbook Checklist................................................................................................46
Recording............................................................................................................................................48
Record of Assessment.................................................................................................................49


Assessment Delivery

5
Learner Information
This Learner Assessment Pack is designed for you to complete the assessment for BSBSTR802 - Lead
strategic planning processes for an organisation (Release 1). It may refer to your own
workplace/organisation, or to a simulated business provided by your assessor.
The assessment tasks include Short Answer Questions where you need to demonstrate your
knowledge and understanding of the unit, and the Practical Assessment, where you need to
demonstrate your skills required in the unit. It is recommended that you complete the Practical
Assessments in your own workplace/organisation. If you don’t have access to a real workplace, you
can complete the assessment in a simulated environment where resources and conditions similar to
a workplace must be accessed. Ensure to discuss this with your assessor prior to commencing with
the assessment.
Each Learner Assessment Pack is made up of four parts:

Assessment Delivery
Learner Information
Steps for Learner
Assessment Agreement
Assessment Tasks
Assessment Tasks, including:
 Short Answer Questions
 Practical Assessment
Assessment Workbook Checklist
Recording
Record of Assessment

Before you commence your assessment, ensure that you have a good knowledge of the subject,
have thoroughly read your Learner Resource, and clearly understand the assessment requirements
and the expectations of the industry to which the assessment is related.
Assessments are designed to be completed using your industry/organisation, but your Registered
Training Organisation (RTO) may assist you by contextualising the unit to be completed in a
simulated workplace environment.
You will be required to demonstrate knowledge and skills which must be observed directly by your
assessor. Where the observation task may be difficult for the assessor to directly observed, a video
recording of the practical observation task must be submitted as supplementary evidence.
Verification from at least one third-party signatory, and preferably two or more witnesses is required
to confirm your demonstration of these practical knowledge and skills. These witnesses would
usually be your current or recent supervisors, or your assessor.
The practical assessment tasks may be completed using your own workplace, a simulated
environment, or a mix of both, as instructed by your assessor. To contextualise this assessment to
your industry/organisation, you may be asked by your assessor to provide additional information
based on your industry/organisation.
Instructions are given for each task. If you have questions, or unclear how to proceed, consult with
your assessor.
Records of all aspects of the assessment must be kept in your Learner Assessment Pack
The record of assessment is a legal document and must be signed, dated, and a copy stored as
required by your Registered Training Organisation (RTO).

7
Steps for Learners

Your Learner Assessment Pack:
1. Upon receiving your Learner Assessment Pack, discuss with your assessor the expectations
and requirements of this assessment. You may also need to supply contact details of one or
two work referees who can confirm your skills in the industry.
Discuss with your assessor if you intend to undertake the practical assessment tasks based
on your employing organisation, in a simulated business, or in a mix of both.
2. Your Learner Assessment Pack is where you will get the task information. Complete each
task as instructed using either your own workplace, or using a simulated business, as
discussed with your assessor.
3. After you complete your assessment, gather and submit your evidence documents as
detailed in the task(s) in the timeframe agreed with your assessor.
Your assessor will advise you if there are any further steps for you to take to satisfactorily
complete this assessment.

Reasonable Adjustment
Adapted Reasonable Adjustment in teaching, learning and assessment for learners with a disability -
November 2010 - Prepared by - Queensland VET Development Centre
Reasonable adjustment in VET is the term applied to modifying the learning environment or making
changes to the training delivered to assist a learner with a disability. A reasonable adjustment can be
as simple as changing classrooms to be closer to amenities or installing a particular type of software
on a computer for a person with vision impairment.
Why make a reasonable adjustment?
We make reasonable adjustments in VET to make sure that learners with a disability have:
 The same learning opportunities as learners without a disability, and
 The same opportunity to perform and complete assessments as those without a disability.
Reasonable adjustment applied to participation in teaching, learning and assessment activities can
include:
 Customising resources and assessment activities within the training package or accredited
course
 Modifying the presentation medium
 Learner support
 Use of assistive/adaptive technologies
 Making information accessible both before enrolment and during the course
 Monitoring the adjustments to ensure learners needs continue to be met
Assistive/Adaptive Technologies
Assistive/Adaptive technology means ‘software or hardware that has been specifically designed to
assist people with disabilities in carrying out daily activities’ (World Wide Web Consortium - W3C). It
includes screen readers, magnifiers, voice recognition software, alternative keyboards, devices for
grasping, visual alert systems, digital note-takers.
IMPORTANT:
Reasonable adjustment made for collecting learner assessment evidence must not impact on the
standard expected by the workplace, as expressed by the relevant unit(s) of competency. For
example, if the assessment were gathering evidence of the learner’s competency in writing,
allowing the learner to complete the assessment verbally would not be a valid assessment
method. The method of assessment used by any reasonable adjustment must still meet the
competency requirements.

9
Resources Required for Assessment

To complete the Practical Assessment tasks, you will require access to:
 Computer with internet and email access, and a working web browser
 Installed software: Word, Adobe Acrobat Reader
 A workplace, or a simulated workplace environment that will allow you access to:
o Relevant information from printed and/or online sources, including:
 Strengths, weaknesses, opportunities and threats for the organisation.

 Political, economic, social and technological factors governing opportunities
and threats for the organisation.
 Global environment and market.
o Workplace documentation, including:
 Documents with information about organisational vision, mission, values,

goals and priorities.
 Organisational policies and procedures for strategic planning.
 At least one current strategic plan.
 Organisational performance data to track progress on organisational goals
and priorities.
o Workplace templates, including or similar to the following:
 Environment Analysis
 Strategic Plan
 Strategic Plan Review

o People, including:
 At least two stakeholders from the organisation/workplace to:

- Consult on the direction of the strategic plan in Workplace
Assessment Task 2.
- Seek feedback and finalise the direction of strategic plan for the
organisation in Workplace Assessment Task 3.
- Seek feedback on the strategic plan in Workplace Assessment Task 4.
- Assign responsibilities and assist in executing responsibilities for
implementation of the strategic plan in Workplace Assessment Task 5.
- Communicate the results of monitoring performance data and seek
feedback for future development of strategic plans in in Workplace
Assessment Task 6.
o Opportunity to:
 Consult with relevant stakeholders to determine the direction of strategic

plan.
 Seek feedback from relevant stakeholders to finalise the direction of
strategic plan for the organisation.
 Seek feedback from relevant stakeholders to finalise the strategic plan.
 Assign responsibilities to relevant stakeholders for implementation of the
strategic plan.
 Assist relevant stakeholders for implementation of the strategic plan.
 Consult with relevant stakeholders to communicate the results of
monitoring performance data and seek their feedback for future
development of strategic plans.

11
Accessing Intranet Pages

Some assessment tasks may require you to access specific pages from the simulated business,
Bounce Fitness. Links to these pages are formatted in Blue Text.
To access these, hold the Ctrl key for Windows users while clicking on these links. For Mac users,
directly click the link.
The simulated business, Bounce Fitness, can be accessed by going to
http://bouncefitness.precisiongroup.com.au.
Login to Bounce Fitness using the username and password provided by your Registered Training
Organisation (RTO).

Assessment Agreement
Instructions:
Complete this section in the Learner Assessment Pack for each learner.
1. Discuss each section of the Assessment Agreement with the learner to identify the
Delivery Method and Assessment Pathway to be undertaken, and to ensure that the
Assessment Conditions and Resources Required are present in the assessment
environment.
2. Tick each section as applicable to the learner’s situation.
3. Have the learner and you sign the confirmation at the end of this agreement.
Please tick at least one of the following for each section: 
Delivery Method
Classroom ☐
Small Group ☐
One-on-One ☐
Online ☐
Other (please describe) ☐
Assessment Pathway (for Practical Assessment)
Learner’s Organisation (Pre-assessment meeting conducted) ☐
Simulated Workplace Environment (Contextualised by RTO) ☐

13
Assessment Conditions
Skills in this unit must be demonstrated in a workplace or simulated environment where the
conditions are typical of those in a working environment in this industry. This includes access to:
Organisational and industry information and data relevant to performance

☐
evidence
Workplace documents relevant to performance evidence, including strategic

☐
planning documentation.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational
education and training legislation, frameworks and/or standards.
I confirm that the activities and assessment completed for this unit are my own work, and comply
with all relevant copyright and plagiarism rules.
I understand that if there is any doubt in the authenticity of any piece of my assessment
submission, I can be orally examined, and the signatory of evidence records may be contacted.
Learner’s name
Learner’s signature Date
Assessor’s name
Assessor’s signature Date
End of Assessment Agreement


Assessment Tasks

15
Tasks
Complete all tasks in this assessment as instructed. If you have questions, consult with your assessor.
Contextualisation of Assessments by RTOs

Contextualisation is the process of modifying assessment tools to make learning more meaningful
for learners and their employers.
Precision RTO Resources recommends that your RTO contextualise the assessment tools to suit
particular industry requirements and specific organisational requirements before using them.
Contextualisation must retain the integrity of the assessment and the outcome of the unit of
competency.

Short Answer Questions

Question 1
Complete the table below about contractual requirements for strategic planning in an
organisation.
a. Identify at least two contractual requirements for strategic planning in an organisation.
b. In 50 words or more, describe the implication of each identified contractual requirement
for the organisation’s business.
Contractual Requirement Implication
i.
ii.

17
Question 2
Complete the table below about financial management requirements and processes for strategic
planning in an organisation.
a. Identify at least two financial management requirements for strategic planning in an
organisation.
b. In 50 words or more, describe the process that can be adopted to address each identified
financial management requirement.
Financial Management
Process
Requirement
i.
ii.

Question 3
Complete the table below about risk management processes.

a. Identify at least four risk management processes related to strategic planning.
b. In 50 words or more, explain how each identified risk management process applies to
managing risks for an organisation’s strategic plan.
Risk Management Process Application
i.
ii.
iii.
iv.

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Question 4
Complete the table below about SWOT analysis.

a. Identify at least two methods for conducting SWOT analysis.
b. In 50 words or more, describe how each identified method can be used to conduct SWOT
analysis of an organisation/workplace.
SWOT Analysis Method Application
i.
ii.

Question 5
Complete the table below about PEST analysis.

a. Identify at least two methods for conducting PEST analysis.
b. In 50 words or more, describe how each identified method can be used to conduct PEST
analysis for an organisation/workplace.
PEST Analysis Method Application
i.
ii.

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Question 6
Outline at least five differences between the strategic planning process and operational planning
process of an organisation/workplace.
Strategic Planning Process Operational Planning Process
i. i.
ii. ii.
iii. iii.
iv. iv.
v. v.

Question 7
Complete the table below about barriers to organisational goals.

a. Identify at least four barriers that can hinder achievement of organisational goals.
b. In 50 words or more, discuss a suitable strategy that can be adopted to overcome each
identified barrier for achieving organisational goals.
Barrier to Organisational Goals Strategy to Overcome Barrier
i.
ii.
iii.
iv.

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Question 8
In 50 words or more, explain how each type of communication process listed below can be used
for informing and supporting team members at an organisation/workplace.
Communication Process Application
i. Push communication
ii. Pull communication
iii. Interactive

communication
iv. Non-verbal

communication
v. Verbal communication

Question 9
Complete the table below about strategic planning.

a. Identify at least two methods for developing strategic plan for an organisation.
b. In 50 words or more, describe how each identified method can be used to develop the
strategic plan for an organisation/workplace.
Strategic Planning Method Application
i.
ii.

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Question 10
Complete the table below about strategy maps.

a. Outline the six steps for developing a strategy map for improving the strategic plan of an
organisation/workplace.
b. In 50 words or more, explain how each step must be executed.
Steps for Developing Strategy

Explanation
Map
i.
ii.
iii.
iv.
v.
vi.

Question 11
Complete the table below about knowledge management systems.

a. Identify at least three features of knowledge management systems.
b. In 50 words or more, explain the importance of each identified feature in effectively
capturing the knowledge within an organisation/workplace.
Features of Knowledge
Importance
Management Systems
i.
ii.
iii.

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Question 12
Complete the table below about annual operational plans.

a. Identify at least three features of annual operational plans.
b. In 50 words or more, explain the importance of each identified feature in facilitating the
implementation of the long-term strategic plan of an organisation/workplace.
Features of Annual Operational

Importance
Plan
i.
ii.
iii.

Practical Assessment
The Practical Assessment is a set of tasks that must be completed in a workplace, or in an
environment with conditions similar to that of a real workplace.
To be assessed for this unit of competency, you must demonstrate your skills and knowledge to
lead the development of high-level strategic plans that serve the vision and mission of an
organisation. It covers analysing the environment, identifying risks and opportunities, planning
staffing requirements, succession planning, and establishing and monitoring financial and non-
financial performance indicators. Leadership skills are applied in order to engage people with
the organisation’s vision and goals and in developing and implementing the plan.
The Practical Assessments in this workbook include:
1. Workplace Assessment
A series of tasks assessing the learner’s practical knowledge and skills relevant to the
unit of competency. This includes the learner completing workplace documents or
similar as evidence of competent performance.
2. Workplace Practical Observation
A set of assessment tasks where the learner must demonstrate practical skills relevant
to the unit of competency. These skills are to be demonstrated while being observed by
the assessor.
IMPORTANT!
 All signatures/initials in your submissions, including yours, must be handwritten and
dated. Submissions with signatures/initials must be scanned.
 The supervisor/observer who completes and signs your evidence submissions must
provide their real name, contact number, and email address for your assessor’s
reference.
 Should you encounter issue or concerns regarding your assessment, contact your
assessor.

29
Workplace Assessment
Assessment Overview
This workplace assessment requires you to facilitate planning processes to develop at least
one organisation-wide strategic plan for your workplace.
This assessment is divided into six tasks:
 Task 1: Analyse Business Environment
 Task 2: Set Strategic Direction
 Task 3: Finalise Strategic Direction
 Task 4: Develop Strategic Plan
 Task 5: Implement Strategic Plan
 Task 6: Monitor and Review Strategic Plan
You are required to complete the assessment tasks in a real workplace, or in an environment
with conditions similar to that of a workplace.
Each task comes with a set of instructions. You are to follow these instructions to complete the
assessment. Each task will require you to either:
 Submit completed workplace templates and/or any required documentation; or
 Demonstrate task requirements while being observed by the assessor.
Some tasks may include both requirements. These will serve as evidence of your task
completion.
Before starting this assessment, your assessor will discuss with you these instructions,
resources, and guidance for satisfactorily completing the tasks.

You are required to:

 Complete the tasks within the time allowed, as scheduled in-class roll.
 Analyse the business environment for your organisation.
 Set the direction of the strategic plan to be developed for your organisation.
 Seek feedback from relevant stakeholders to finalise the direction of strategic plan.
 Develop the strategic plan in collaboration with relevant stakeholders.
 Support implementation of the strategic plan.
 Monitor and review the progress of the implementation of the strategic plan.
Resources Required for Assessment

Resources you need to access to complete the workplace assessment are outlined in the
Resources Required for Assessment section of this workbook, and in the corresponding
Assessor’s Checklist and/or Observation Form of each task.
Discuss each requirement with your assessor before commencing with each task. They will
organise the resources required for this assessment.
IMPORTANT: Additional workplace resources may be required upon the contextualisation of
this assessment.
Forms and Templates

Generic forms and templates to be used for the assessments are specified for each task, unless
otherwise stated. These can be accessed from the following link:
BSBSTR802 Forms and Templates
If you are currently in a workplace, use similar workplace templates and forms used by your
organisation to complete each assessment task.
Discuss with your supervisor and your assessor first to ensure that the forms/templates you will
use cover all criteria required by each assessment task.
Review these forms and templates with your assessor before starting the task.

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Task 1: Analyse Business Environment
ASSESSMENT INSTRUCTIONS
This task will require you to analyse the business environment for your organisation.
Use your workplace/organisation’s template to complete this task, or use the Environment
Analysis template provided at the Bounce Fitness website.
To complete this task, you must:
 Access and review the following:
o Organisational documents/resources, including:
 Documents with information about organisational vision, mission,

values, goals and priorities.
 Organisational policies and procedures for strategic planning.
 At least one current strategic plan.
o Organisational performance data to track progress on organisational goals and
priorities.
o Printed and/or online sources of information related to:
 Strengths, weaknesses, opportunities and threats for the organisation.

 Political, economic, social and technological factors governing
opportunities and threats for the organisation.
 Global environment and market.
 Industry trends and practices.
 Identify the following organisational information from the documents accessed:
o Vision
o Mission
o Values
o At least two goals
o At least two priorities
 Identify at least two sets of relevant organisational data for strategic planning as per the
policies and procedures accessed.
Organisational data is quantitative information on business performance gathered from
various organisational systems and processes which is useful for decision-making and
strategic planning, such as operational or sales data.


33
 Gather the identified organisational data.

 Determine at least two key performance indicators for the organisation based on
identified goals and priorities.
 Analyse the gathered organisational data to determine current business performance on
each key performance indicator.
 Identify at least two of each of the following for strategic planning:
o Stakeholders
o Resources
 Conduct SWOT analysis for the organisation by gathering relevant information from
research.
 Review current strategic plan to identify at least two of each of the following for the
organisation:
o Gaps
o Improvement needs
o Improvement opportunities
o Current requirements
o Future requirements
 Conduct PEST analysis by gathering relevant information from research to identify at

least two of each of the following for the organisation due to political, economic, social
and technological factors:
o Opportunities
o Threats
 Conduct research on the global market to identify at least two of each of the following
relevant to the organisation:
o Trends
o Best practice
o Risks
o Business opportunities
o Current demands
o Future demands

 Conduct industry research to identify at least two of each of the following relevant to the
organisation’s strategic direction:
o Industry trends
o Industry practices
 Best practice
 Identify at least two barriers that can hinder the achievement of identified organisational
goals from the research and analyses conducted.
 Complete the environment analysis document incorporating the information identified
above.
Review Workplace Assessment Task 1 – Assessor’s Checklist before starting this task. This form
outlines the following:
 Resources you are required to access to complete the task.
 All criteria your submission must address to satisfactorily complete this task.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior to
this assessment.
Review the template you will use to complete this task. If you are using a template from your
workplace/organisation, discuss with your assessor to ensure that the template covers all
requirements that apply to this task. Otherwise, use the Environment Analysis template
provided at the Bounce Fitness site.
Submit the completed environment analysis document to your assessor. Include any
supplementary documents/sources used to create the environment analysis document, such as:
 Organisational documents/resources and policies and procedures accessed for strategic
planning.
 Organisational performance data gathered to track progress on organisational goals and
priorities.
 Printed and/or online sources of secondary research undertaken for conducting SWOT
analysis, PEST analysis and global market scan.

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Task 2: Set Strategic Direction
This task will require you to determine the direction of the strategic plan to be developed for the
organisation.
Use your workplace/organisation’s template to complete this task, or use the Strategic Plan
template provided at the Bounce Fitness website.
 Access and review the environment analysis document created in Workplace Assessment
Task 1.
 Consult with each identified stakeholder in Workplace Assessment Task 1 to establish the
following:
o Organisational goals and priorities identified in Workplace Assessment Task 1.
o At least one strategy to overcome each identified barrier to organisational goals.
o At least one communication process for each of the following:
 Informing relevant team members.

 Supporting relevant team members.
o At least two criteria that must be met during the strategic planning process.
o Financial forecast for the organisation.
o Budget for at least two types of expenses for the organisation, including:
 Costs
 Timeframes
 Resources required
o At least two relevant staff members who must be involved in the strategic
planning process.
 Assign at least one action item to each identified staff member to support each of the
following:
o Strategic planning process
o Setting the direction of the strategic plan.

 Collate the work submitted by identified staff members to develop each of the following:
o Strategic planning process
o Direction of the strategic plan.
 Incorporate the information identified above in the strategic plan document.

this assessment.
requirements that apply to this task. Otherwise, use the Strategic Plan template provided at the
Bounce Fitness site.
Submit the partially completed strategic plan document to your assessor. Leave the budget,
timeline, tactical plan, annual operational plan and human resource strategies sections blank.
You must also submit evidence of consultation with stakeholders. Evidence must be at least one
of the following:
 Email correspondence
 Meeting minutes
 Video/audio recording of consultations with the stakeholders
When using this as evidence, ensure to inform the stakeholders of the purpose of the
recording before doing so.

37
Task 3: Finalise Strategic Direction
Your assessor will observe you as you seek feedback from relevant stakeholders to finalise the
direction of strategic plan for your organisation.
Part A: Seek Feedback from Stakeholders
You will be assessed on your practical skills to:
 Seek feedback from stakeholders using active listening and questioning to seek their
views and opinions, to finalise each of the following:
o Direction of strategic plan for the organisation.
o Organisational goals.
o Organisational priorities.
Stakeholders must be the same personnel who were consulted in Workplace Assessment
Task 2.
 Develop strategy map in consultation with stakeholders.
 Identify at least two gaps for improvement in direction of strategic plan.
Part B: Update Strategic Plan
 Access and review the partially completed strategic plan document created in Workplace
Assessment Task 2.
 Make changes to the strategic plan document according to the feedback received from
stakeholders and identified gaps for improvement.

Review the following before starting this task:

 Workplace Assessment Task 3 – Assessor’s Checklist
 Workplace Assessment Task 3 – Observation Form
These forms outline the following:
 All the practical skills you need to demonstrate to satisfactorily complete this task.
Your assessor will also discuss with you the practical skills outlined in this form prior to the
assessment.
Submit the updated strategic plan to your assessor. Leave the budget, timeline, tactical plan,
annual operational plan and human resource strategies sections blank.

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Task 4: Develop Strategic Plan
This task will require you to develop a strategic plan for the organisation in collaboration with
relevant stakeholders.
Part A: Initial Development of Strategic Plan
o The environment analysis document created in Workplace Assessment Task 1.
o Updated strategic plan from Workplace Assessment Task 3.
 Determine each of the following aspects of the strategic plan from the information in the
documents accessed and by critical analysis:
o At least two key performance indicators to track organisational performance on
goals.
o Budget required for each of the following types of resources:
 Human resources
 Financial resources
 Capital resources
o Timeline to meet organisational goals.
o Tactical plan for implementation of the long-term strategic plan.
o Annual operational plan for implementation of the long-term strategic plan.
o At least two human resource development strategies.
o At least one human resource succession strategy for long-term business viability.
 Update the strategic plan document with the information identified above.
 Circulate the draft strategic plan document to stakeholders to seek their feedback.
Tasks 2 and 3.

Part B: Complete Strategic Plan

 Make changes to the strategic plan document based on the feedback received from
stakeholders.
this assessment.
Submit the updated strategic plan document to your assessor.
You must also submit evidence of seeking feedback from stakeholders. Evidence must be at least
one of the following:
 Meeting minutes

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Task 5: Implement Strategic Plan
This task will require you to support the implementation of the strategic plan developed in
Workplace Assessment Task 4.
 Access and review the strategic plan document from Workplace Assessment Task 4.
 Circulate the final strategic plan document to stakeholders.
Tasks 2, 3 and 4.
 Assign at least one responsibility to each stakeholder for implementation of the strategic
plan.
 Initiate at least two human resource development strategies to build the skills of
organisational workforce as required by the strategic plan.
 Assist at least two stakeholders for executing their assigned responsibility for
implementation of the strategic plan.
 Develop at least two knowledge management systems to capture knowledge generated
within the organisation during the implementation of the strategic plan.
this assessment.

Submit evidence of developing at least two knowledge management systems to your assessor.
Here are examples of possible types of evidence:
 Screenshots of knowledge management systems developed.
 Sample dashboards of knowledge management systems developed.
 Shared cloud storage location of knowledge management systems developed.
You must also submit evidence of initiation of at least two human resource development
strategies, such as learning and development plan, training calendar or mentorship program.
In addition, you must also submit evidence for each of the following:
 Assigning responsibilities to stakeholders.
 Provision of assistance to at least two stakeholders for implementing the strategic plan.
For each of the above, evidence must be at least one of the following:
 Meeting minutes
 Video/audio recording of communication with the workforce/stakeholders
When using this as evidence, ensure to inform the workforce/stakeholders of the purpose
of the recording before doing so.

43
Task 6: Monitor and Review Strategic Plan
This task will require you to monitor the progress of the implementation of the strategic plan
developed in Workplace Assessment Task 4.
Use your workplace/organisation’s template to complete this task, or use the Strategic Plan
Review template provided at the Bounce Fitness website.
o The updated strategic plan document from Workplace Assessment Task 4.
o Performance data from organisational systems generated during implementation

of the strategic plan.
 Analyse the performance data from organisational systems to determine the following:
o Actual progress against the timeline set in the strategic plan.
o Actual progress against each defined key performance indicator in the strategic
plan.
 Communicate the results of monitoring performance data from implementation of
strategic plan to stakeholders.
Tasks 2 through 5.
 Seek inputs from stakeholders on each of the following:
o At least two actions to improve performance on timeline and key performance
indicators.
o At least one feedback on the strategies outlined in the strategic plan.
 Incorporate the inputs received from stakeholders in the strategic plan review
document.
 Update the strategic plan document with the inputs received from stakeholders.

this assessment.
requirements that apply to this task. Otherwise, use the Strategic Plan Review template
provided at the Bounce Fitness site.
Submit the following documents to your assessor:
 Strategic plan review.
 Final strategic plan.
Include any supplementary documents/sources used to create the strategic plan review
document, such as performance data from organisational systems.
You must also submit evidence of consultation with stakeholders. Evidence must be at least one
of the following:
 Meeting minutes

45



Instructions:
Your assessor will review your submissions against the checklist below. This section is to be
completed by your assessor.
The learner has completed the Short Answer Questions in this workbook ü
Short Answer Questions ☐
The learner has completed the Practical Assessments in this workbook and has ü
submitted all the required evidence:
Task 1: Analyse Business Environment
Environment Analysis document. ☐
Organisational documents referenced to create the environment ☐

analysis document as supplementary evidence.
Specify evidence submitted:
a.
b.
c.
Task 2: Set Strategic Direction
Partially completed strategic plan document. ☐
Evidence of consultation with stakeholders. ☐

47
Task 3: Finalise Strategic Direction
Updated strategic plan. ☐
Video recording of the consultation ☐
Only if direct observation is not possible.
Task 4: Develop Strategic Plan
Updated strategic plan. ☐
Evidence of seeking feedback from stakeholders. ☐
Task 5: Implement Strategic Plan
Evidence of developing at least two knowledge management systems. ☐

a.
b.
Initiation of at least two human resource development strategies. ☐

a.
b.
Evidence of assigning responsibilities to stakeholders. ☐
Evidence of assisting stakeholders. ☐
Task 6: Monitor and Review Strategic Plan
Strategic Plan Review. ☐
Evidence of consultation with stakeholders. ☐

Final Strategic Plan. ☐


Recording

49
Record of Assessment
Instructions:
This section is to be completed by your assessor.
Assessment Details
Learner
Course Code
Unit of Competency BSBSTR802 - Lead strategic planning processes for an organisation.
Assessor Name
RTO

Needs more
Assessment Activity Satisfactory
evidence
Short Answer Questions
Short Answer Question 1 ☐ ☐
Task 1: Analyse Business Environment ☐ ☐
Task 2: Set Strategic Direction ☐ ☐
Task 3: Finalise Strategic Direction ☐ ☐
Task 4: Develop Strategic Plan ☐ ☐
Task 5: Implement Strategic Plan ☐ ☐
Task 6: Monitor and Review Strategic Plan ☐ ☐

51
Needs more
Context Details Satisfactory
evidence
☐ ☐
☐ ☐
☐ ☐
☐ ☐
☐ ☐
☐ ☐
Supervisor/Observer Verification Log
Supervisor/
Supervisor/ Role in the Contact Date of Observer verifies
Observer Name Assessment Details Contact the learner’s
submissions
☐ Yes ☐ No
☐ Yes ☐ No
☐ Yes ☐ No
☐ Yes ☐ No

Assessor’s Comments
Remarks/feedback

Details of further evidence required

Please tick the appropriate box. Yes No
Comments and further action required are noted in the Learner

☐ ☐
Assessment Pack
Results discussed and agreed to by the learner

☐ ☐
You have the right to appeal the outcome of your assessment.
☐ Competent
The Learner is
☐ Not Yet Competent
Assessor’s signature Date signed

I further confirm that I have verified the learner’s submissions by contacting the learner’s
supervisor and/or observer whose names appear in the Supervisor/Observer Verification Log
above.
After reassessment, the Learner is: ☐ Competent ☐ Not Yet

Competent
Assessor’s signature Date signed


53
Learner’s Comments

The signature confirms that I have submitted all my own work, and agree with the assessment
decision and feedback.
Learner’s signature Date signed


End of Document

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Lead strategic planning processes for

LEARNER ASSESSMENT PACK

Precision RTO Resources

© 2022 Precision RTO Resources

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

Copyright Notice Copying for Educational Purposes

These terms are subject to the conditions prescribed under the

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

Version Control & Document History

Date Summary of modifications Version

28 January 2022 Version 1 produced following assessment validation. 1.0

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

Learner Assessment Pack

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

Each Learner Assessment Pack is made up of four parts:

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

Steps for Learners

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

Resources Required for Assessment

 Strengths, weaknesses, opportunities and threats for the organisation.

 Documents with information about organisational vision, mission, values,

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

 At least two stakeholders from the organisation/workplace to:

 Consult with relevant stakeholders to determine the direction of strategic

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

Accessing Intranet Pages

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

Please tick at least one of the following for each section: 

Other (please describe) ☐

Assessment Pathway (for Practical Assessment)

Learner’s Organisation (Pre-assessment meeting conducted) ☐

Simulated Workplace Environment (Contextualised by RTO) ☐

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

Organisational and industry information and data relevant to performance

Workplace documents relevant to performance evidence, including strategic

Learner’s name

Learner’s signature Date

Assessor’s name

Assessor’s signature Date

End of Assessment Agreement

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

Learner Assessment Pack

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

Contextualisation of Assessments by RTOs

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

Short Answer Questions

Contractual Requirement Implication

ii.

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

ii.

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

Complete the table below about risk management processes.

Risk Management Process Application

ii.

iii.

iv.

BSBSTR802 - Lead strategic planning processes for an organisation (Release 1)

Complete the table below about SWOT analysis.

SWOT Analysis Method Application