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BSBSTR802 Assessment Submission Template
BSBSTR802 Assessment Submission Template
Unit Code & Title BSBSTR802 Lead strategic planning processes for an organisation
Submission Details
Student Name
Student Number
Assessor Name
Assessment Details
The template provides consistency across all submissions, and you will not miss any assessment
activity. The purpose is to save your time preparing documents, increase efficiency, and reduce
potential errors by giving candidates detailed instructions on how to perform any task or project
using specific templates and space for answers and solutions.
This template provides the assessor to receive submissions with consistency and for compression of
candidates’ submissions for plagiarism, collusion, and irregularities of educational submissions.
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Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 2 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
Assessment Task 1
The following is a set of knowledge-based questions. Read the text section ‘introduction’ in the
learner workbook, refer to training undertaken and provide your answer solutions to the following
questions using your own words to demonstrate your consistent knowledge application.
Note:
1. Ensure you answer all the following questions using the length guidelines above and
quantity requirements applicable for the following relevant questions.
2. Provide references and give credit to authors you have consulted for their ideas in writing
your answers. It helps you to avoid plagiarism by making it clear which ideas are your own
and which are someone else's and it shows your understanding of the topic, gives supporting
evidence for your ideas, arguments, and opinions and allows others to identify the source
you have used.
3. The space below does not indicate the size of the answer length. Follow above guidelines
and keep typing and the space will expand as you type. If answers are recorded separate to
this document, they must be attached at the back of this document.
Questions
Question 1
What is organisational planning?
Question 2
What are the three levels of organisational planning?
Question 3
What is strategic planning?
Question 4
What is the difference between strategic planning and business planning?
Question 5
Describe contractual requirements and implications for the business.
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 3 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
Question 6
What are financial management requirements and processes of the business?
Question 7
What are the industry trends and practices of relevance to the organisation’s strategic direction?
Question 8
Describe risk management processes.
Question 9
Identify and briefly describe methods for conducting SWOT analysis.
Question 10
Identify and briefly describe methods for conducting PEST analysis
Question 11
Explain the strategic and operational planning processes.
Question 12
Briefly describe the following global environment and market:
a. Trends:
b. Best practice:
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 4 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
c. Risks:
d. Opportunities:
Question 13
Identify current and future demands of organisation and global markets.
Question 14
Identify and briefly explain at least two barriers to achieve goals.
Question 15
Explain communication processes.
Question 16
Describe methods to develop strategic plan.
Question 17
What is a strategy map and how does strategy mapping help an organization?
Question 18
Outline key features of knowledge management systems
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 5 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
Question 19
Describe the following two terms:
a. Financial key performance indicators:
Question 20
Outline key features of annual operational plan.
References
Provide references to education materials you have used to develop your answers. A reference list
lists only the sources you refer to in your writing. The purpose of the reference list is to allow your
sources to be found by your reader (assessor). It also gives credit to authors you have consulted
for their ideas. It helps you to avoid plagiarism by making it clear which ideas are your own and
which are someone else's, shows your understanding of the topic, gives supporting evidence for
your ideas, arguments, and opinions. allows others to identify the sources you have used.
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 6 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
2. Read the case study in appendix including numeric information, above your role and analyse
information about the organisation and its environment to undertake development of
strategic plan to ensure establish strategic plan to achieve strategic goals. Identify
organisational vision, mission, and values.
Vision:
Mission Statement:
Values:
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 7 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
3. Conduct situational analysis of the workplace, determine, and develop a SWOT analysis
(strengths, weaknesses, opportunities, and threats) from information.
SWOT ANALYSIS
Strengths: Weaknesses:
Opportunities: Threats:
4. Review business plan including existing organisational strategic direction, identify gaps, and
improvement needs and opportunities available to reach goals.
Strategic directions:
Gaps:
Improvement Needs:
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Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
5. Conduct research and analyse market information and document your analysis as evidence
of undertaking research to the following a, b, c, and d:
a. political, economic, social, and technological (PEST) factors that can affect the
organisation
b. Global environment and market, and identify at least two trends, one best practice, three
risks and two opportunities.
d. Barriers and risks to organisational goals and potential strategies to overcome barriers.
6. Identify at least three stakeholders you need to consult to develop and review strategic plan
and two staff to help you in the planning process.
7. Develop a communication plan (a simple table that includes, objective, audience, method,
medium, message and timeline).
8. Determine and assign actions to relevant staff for developing planning process.
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 9 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
9. Identify and describe at least three types of resources you need to develop strategic plan.
11. Organise a role-play as agreed by your assessor for consultation meeting with your CEO
(assessor) to discuss strategic direction and elements of strategic plan.
Role-play - Plan financial management approaches
This activity refers to Activity 11 of your task
Instructions
This part is a role-play where you must organise role-play settings as agreed and facilitated by your
assessor for a consultation meeting including training room place, tables, chairs, a computer with
Internet, papers, pens, and any other resources as required.
Details of the task being You undertake the active part of the task participating and using oral
observed communication skills in a consultation meeting with relevant manager.
Assumptions to be made Your assessor plays the role of CEO
Persons involved You as the manager and the assessor as the CEO
Timing for the role-play: 7 – 10 minutes per candidate plus your assessor will decide any additional
time required based on your participation behaviour and ability to perform
Conditions under which Skills in this assessment are demonstrated by the candidate and observed by
the observation is assessor in a simulated environment where the conditions are typical of those
conducted in a working environment in this industry. This includes access to:
1. Workplace or simulated workplace policies and procedures
2. relevant legislation, regulations, standards, and codes
3. Workplace documentation and resources relevant to required
performance evidence.
Observable behaviour Leads discussions using active listening and questioning to seek the
views and opinions of others
Plays a lead role in situations requiring effective collaboration,
demonstrating high-level influencing skills, focusing and shaping
awareness, and engaging and motivating others
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 10 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
12. Lead discussions using active listening and questioning to seek the views and opinions of
CEO (assessor) regarding long-term strategies.
13. Actively discuss and seek feedback from CEO (assessor) on direction of strategic plan to
establish organisational goals and priorities.
14. Discuss parameters for planning process, discuss and determine financial forecast and
budgets for strategic plan.
15. Present your recommendations to the CEO (assessor) for feedback and make changes when
you develop strategic plan in activity 18 according to feedback received.
16. Develop a strategy map according to feedback received from your CEO (assessor).
Strategy Map
Vision
Mission Statement
Values
Goals
Strategic objectives
Strategy
Financials
Controls &
Monitoring
Review
17. Develop at least one goal and two strategic objectives including key performance indicators.
18. Develop a 3-4-page strategic plan using above collected information. Include in your
strategic plan the following elements:
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Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
a) Strategic direction including vision, mission, vales, (ensure you align the strategic plan to
the vision, mission, and key goals of the organisation)
b) Goals, objectives including KPIs,
c) Strategies, Tasks, and activities including KPIs,
d) Budget including KPIs,
e) Timelines including KPIs,
f) Roles and responsibilities
g) Evaluation and monitoring strategies.
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 12 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
19. Ensure you make changes and adjustments to your strategic plan according to feedback
received from your CEO (assessor) applying identified improvements.
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 13 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
SELF-ASSESSMENT CHECKLIST
Note: The following checklist is for you to confirm your work completion as well as performance and
demonstration of skills. Ensure you carefully check, and tick as completed and performed before
submitting written evidence and while demonstrating skills during performing the task.
Completed
Assessment Task Activity
Part B - Determine direction, develop, and execute strategic plan (stage 2). Yes No
11 Organise a role-play as agreed by your assessor for consultation meeting with your ☐ ☐
CEO (assessor) to discuss strategic direction and elements of strategic plan.
12 Lead discussions using active listening and questioning to seek the views and ☐ ☐
opinions of CEO (assessor) regarding long-term strategies.
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 14 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
13 Actively discuss and seek feedback from CEO (assessor) on direction of strategic ☐ ☐
plan to establish organisational goals and priorities.
14 Discuss parameters for planning process. ☐ ☐
15 Discuss and determine financial forecast and budgets for strategic plan. ☐ ☐
Part C – Develop strategic plan (stage 3).
16 Develop a strategy map according to feedback received from your CEO (assessor). ☐ ☐
17 Develop at least one goal and two strategic objectives including key performance ☐ ☐
indicators.
18 Develop a 3-4-page strategic plan using above collected information. Include in ☐ ☐
your strategic plan the following elements:
a. Strategic direction including vision, mission, vales,
b. Goals, objectives including KPIs,
c. Strategies, Tasks, and activities including KPIs,
d. Budget including KPIs,
e. Timelines including KPIs,
f. Roles and responsibilities
g. Evaluation and monitoring strategies.
19 Ensure you make changes and adjustments to your strategic plan according to ☐ ☐
feedback received from your CEO (assessor) applying identified improvements.
20 Develop 2-3-page annual operational plan to facilitate implementation of long- ☐ ☐
term strategic plan considering key performance indicators, budget, timeline, and
resources.
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 15 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
Your Task
Using the developed strategic plan in assessment task 2, complete the following workplace activities
to execute and monitor high-level strategic plans that serve the vision and mission of an
organisation:
1. Use the strategic plan developed in assessment task 2 and read the case study information in the
appendix and identify and list human resources required to execute strategic plan and develop
succession strategies that confirm long-term business viability.
2. Develop at least two strategies to develop skills of above teams and individuals to implement
the strategic plan.
3. Identify at least three individuals of the simulated workplace to take roles and responsibilities
for strategic plan execution.
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 16 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
4. Write an email to identified individuals and assign responsibilities to execute and monitor
strategic plan and explain how you assist them in the execution of strategic plan.
To:
CC:
Subject:
Dear Team,
5. Determine and develop knowledge management systems to capture team progress, insights,
experiences, and learnings during implementation of strategic plan.
6. Identify and list at least two financial performance indicators and two non-financial performance
indicators to monitor progress.
7. Develop mechanism to monitor progress against timeline and key performance indicators.
8. Read the case study and identify at least three areas of progress that has not been made
according to timeline and key performance indicators.
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 17 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
9. Write another email to communicate to those individuals about progress that has not been
made according to timeline and key performance indicators and point out required actions.
To:
CC:
Subject:
Dear Team,
10. Meet with your CEO (assessor) in a role-play and explain the progress and ask for feedback on
execution of strategies.
a. Note down the feedback to document feedback received for future development of
strategic plans.
b. Refine your strategic plan to respond to changed conditions and reproduce the final
strategic plan adapting to changes.
c. Ensure you include above documented feedback received with your submission of
assessment work as evidence of activity.
Role-play - Plan financial management approaches
This activity refers to Activity 10 of your task
Instructions
This part is a role-play where you must organise role-play settings as agreed and facilitated by your
assessor for a consultation meeting including training room place, tables, chairs, a computer with
Internet, papers, pens, and any other resources as required.
Details of the task being You undertake the active part of the task participating and using oral
observed communication skills in a consultation meeting with relevant manager.
Assumptions to be made Your assessor plays the role of CEO
Persons involved You as the manager and the assessor as the CEO
Timing for the role-play: 7 – 10 minutes per candidate plus your assessor will decide any additional
time required based on your participation behaviour and ability to perform
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 18 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
Conditions under which Skills in this assessment are demonstrated by the candidate and observed by
the observation is assessor in a simulated environment where the conditions are typical of those
conducted in a working environment in this industry. This includes access to:
4. Workplace or simulated workplace policies and procedures
5. relevant legislation, regulations, standards, and codes
6. Workplace documentation and resources relevant to required
performance evidence.
Observable behaviour Leads discussions using active listening and questioning to seek the
views and opinions of others
Plays a lead role in situations requiring effective collaboration,
demonstrating high-level influencing skills, focusing and shaping
awareness, and engaging and motivating others
SELF-ASSESSMENT CHECKLIST
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 19 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
Note: The following checklist is for you to confirm your work completion as well as
performance and demonstration of skills. Ensure you carefully check, and tick as completed
and performed before submitting written evidence and while demonstrating skills during
performing the task.
Completed
Assessment Task Activity
Role-play - Preparation written work Yes No
1 Use the strategic plan developed in assessment task 2 and read the case ☐ ☐
study information in the appendix and identify and list human resources
required to execute strategic plan and develop succession strategies that
confirm long-term business viability.
2 Develop at least two strategies to develop skills of above teams and ☐ ☐
individuals to implement the strategic plan.
3 Identify at least three individuals of the simulated workplace to take roles ☐ ☐
and responsibilities for strategic plan execution.
4 Write an email to identified individuals and assign responsibilities to ☐ ☐
execute and monitor strategic plan and explain how you assist them in the
execution of strategic plan.
5 Determine and develop knowledge management systems to capture team ☐ ☐
progress, insights, experiences, and learnings during implementation of
strategic plan.
6 Identify and list at least two financial performance indicators and two non- ☐ ☐
financial performance indicators to monitor progress.
7 Develop mechanism to monitor progress against timeline and key ☐ ☐
performance indicators.
8 Read the case study and identify at least three areas of progress that has ☐ ☐
not been made according to timeline and key performance indicators.
9 Write another email to communicate to those individuals about progress ☐ ☐
that has not been made according to timeline and key performance
indicators and point out required actions.
1 Meet with your CEO (assessor) in a role-play and explain the progress and ☐ ☐
0 ask for feedback on execution of strategies.
a. Note down the feedback to document feedback received
for future development of strategic plans.
b. Refine your strategic plan to respond to changed conditions
and reproduce the final strategic plan adapting to changes.
c. Ensure you include above documented feedback received
with your submission of assessment work as evidence of
activity.
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 20 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
References
(For task 1, 2 & 3)
A reference list lists only the sources you refer to in your writing. The purpose of the reference list
is to allow your sources to be found by your reader (assessor). It also gives credit to authors you
have consulted for their ideas. It helps you to avoid plagiarism by making it clear which ideas are
your own and which are someone else's, shows your understanding of the topic, gives supporting
evidence for your ideas, arguments, and opinions. allows others to identify the sources you have
used. For example, you can use any of the following styles,
Harvard Style
1. Website with an author - Author surname, initials (Year), article title, website name, Available
at: http://website url.com.au/article, accessed 10 March 2021.
2. Website without author and no date - Article title (n.d.), website name, Available at:
http://website url.com.au/article, accessed 10 March 2021.
3. Book with no author - Title of book, edition (edn), Volume number or number of volumes,
Publisher, Place of publication, page number(s) if applicable.
4. Book with one author - Author, A (Year), Title of book, Publisher, Place of publication.
5. Book with two or three authors - Authors, AA, Author, BB & Author, CC (Year), Title of book,
Publisher, Place of publication.
APA Style
1. Website with an author – Murray, G. (2005). A duty of care to children and young people in
Western Australia: Report on the quality assurance and review of unsubstantiated allegations
of abuse in care: 1 April 2004 to 12 September 2005. Western Australia, Department of Child
Protection. http://www.community.wa.gov.au/NR/rdonlyres/
2. Website without author and with date - Australia. Department of Health and Aged Care.
(2000). National youth suicide prevention strategy.
http://www.health.gov.au/hsdd/mentalhe/sp/nysps/about.htm/.
3. Whole Internet Site - Goldberg, I. (2000). Dr. Ivan's depression central.
http://www.psycom.net/depression.central.html/.
4. Book with an author - Wells, A. (2009). Metacognitive therapy for anxiety and depression in
psychology. Guilford Press.
5. Book with no author - The Blackwell dictionary of cognitive psychology. (1991). Blackwell.
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 21 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1
Student Name
Student ID
List all references used for assessment task 1, 2 and 3 below (if any)
Document Assessment Submission Template - BSBSTR802 Lead strategic planning processes for an organisation Page 22 of 22
Institute of Business and Management (Victoria) | CRICOS: 03785D| TOID: 445516 | info@ibm.vic.edu.au | www.ibm.vic.edu.au Version 1.1