BSBSTR802 Assessment Manual

Assessment Manual
BSBSTR802
Lead strategic planning processes for an organisation
Objective of assessments
We are committed to your learning by providing a training and assessment framework that ensures the
knowledge gained through training is translated into practice in your work in the workplace with consistent
and competent work performance. The purpose of the assessment process is to assess your ability:
 to apply skills and knowledge using written and demonstration activities that apply to tasks and
activities of a workplace.
 to translate your learning into your work performance in a workplace through demonstration.
 to apply skills and knowledge actively, correctly, and consistently for work in a workplace.
The assessment process

The assessment process is known as competency-based assessment. This means that evidence of your
current skills and knowledge will be measured against national standards, not against the learning you have
undertaken either recently or in the past. Some of the assessment will be concerned with how you apply
your skills and knowledge in a workplace, and some in the training room as required by each unit. The
assessment tasks have been designed to enable you to demonstrate skills and knowledge application and
produce the critical evidence to successfully demonstrate competency at the required standard.
Your assessor will ensure that you are ready for assessment and will explain the assessment process. Your
assessment tasks will outline the evidence to be collected and how it will be collected, for example, a
written activity, case study, or demonstration and observation. The assessor will also have determined if
you have any special needs to be considered during assessment. Changes can be made to the way
assessment is undertaken to account for special needs and this is called making Reasonable Adjustment
provided to you in the assessment guide provided to you separately.
Assessment Assessment Evidence Gathering Techniques Where? When?

Task Method (Document and observation used to assess you) (Assessment location) (Due date)
Assessment Written Task  Written answers of consistent Training Room Refer to
Task 1 (Questioning) application of knowledge timetable
Assessment Case study  Written Solutions Training Room Refer to
Task 2  Observation of your consistent (Simulated workplace timetable
application of skills and knowledge in environment)
performance and demonstration
Assessment Project  Written Solutions Training Room Refer to
Task 3  Observation of your consistent (Simulated workplace timetable
application of skills and knowledge in environment)
performance and demonstration
BSBSTR802 Lead strategic planning processes for an organisation
Assessment guide
Your assessment guide that is provided to you will explain the following. Please refer to assessment guide
for the following information before commencing your written work and demonstration:
1. Your responsibilities during the assessment.
2. Assessor responsibilities during the conduct of assessment.
3. Your rights to appeal if the assessment outcome appears as “Not Yet Competent” for one or more
assessment tasks.
4. The process to apply if you already possess the knowledge and skills to be able to demonstrate
competence in this unit.
5. The formats and structure of the written assessment work for submission.
6. The length, breath and the quantity of your written work, plagiarism collusion, cheating and how to
use references for sources of information.
7. how to achieve a satisfactory outcome against the criteria for each type of assessment task.
8. Application of reasonable adjustments where necessary.
9. Requirements for demonstration, performance for practical assessment tasks and activities.
10. Your assessment performance with commitment, consistency, clarity, capacity, capability,
correctness, and completeness.
Instructions
1. Each assessment task provides you with assessment information that includes answers to what,
why, how, when, in what condition, what materials, resources and equipment to use and evidence
requirements.
2. Read the applicable information and if unsure seek clarification from your assessor.
3. Before and during assessment demonstration and interacting with others, ensure you follow
simulated workplace policies and procedures.
4. Ensure you follow hygiene procedures, social distancing rules and ethics before, during and after
assessment tasks and activities.
5. Undertake your preparation activities and demonstration activities as specified and directed by
your assessor.
6. In any situation during the assessment, if you find that you are unable to perform due to any
condition (health or safety), stop your work and inform the assessor of the condition.
7. Ensure you are obligated with your rights as a candidate and respects the rights of your assessor
during the assessment performance.
8. For interactive and role-play activities, organise role-play settings and individuals for role-play in
collaboration with assessor and training mates.
9. Submit your written work when it becomes due and avoid the requirements of extensions.
10. Use provided self-assessment checklists by checking as you progress in assessment to ensure you
do not miss anything that may lead to unsatisfactory outcomes.
Submission specifications
1. Fill your submission details in the front page and attach any additional documents and any other
evidence as specified and required by your assessor.
2. Follow the institution submission requirements of assessment. I.e., electronic submission (LMS) or
hard copy submission or as specified by your assessor for differing assessment situations.
Document Assessment Manual - BSBSTR802 Lead strategic planning processes for an organisation Page 1 of 25
Copyrights © 2021 Dynamics Learning Pty Ltd Developed in: December 2021 Review by: December 2022 Version 1
Institute of Business and Management (Victoria)| CRICOS: 03785D |RTO: 45516| info@ibm.vic.edu.au
ASSESSMENT GUIDELINES FOR WRITTEN TASK
QUESTION TYPE HOW LONG YOUR ANSWER MUST BE (LENGTH OF ANSWER)

Define Length approximately 4 typed lines = 50 words, or 5 lines of handwritten text for
each question.
Identify Write dot points of the number of items to identify according to the question.
Outline Summarise in a line or set of lines the required number of items or develop
appropriate meaningful answers according to the question but not in detail.
Identify and briefly Identify in dot points and provide a description of each with a minimum of 4
describe typed lines = 50 words, or 5 lines of handwritten text for each question.
Describe Provide a description with minimum 8 typed lines = 100 – 150 words, or 10 – 15
lines of handwritten text or appropriately described to provide a meaningful
answer with consistent knowledge application in length according to the
question.
Explain Explain the procedure with minimum 8 typed lines = 100 – 150 words, or 10 – 15
lines of handwritten text or appropriately explain to provide a meaningful answer
with consistent knowledge application in length according to the question.
Distinguish / Distinguish means recognise or treat (someone or something) as different.
differentiate To differentiate is to show or find the difference between things which are
compared. It simply means that they are not the same but does not qualify them
as being unique and possibly not related.
Length approximately 4 – 8 typed lines = 50 – 100 words, or 5 - 10 lines of

handwritten text for each question.
What? This is to assess your knowledge of something related to the subject area asking
you to specify one or more things related to what is being asked in the question.
This is generally asking for a short answer for which you need to provide a short
description answering the question where the reader understands the answer to
the question.
How? This method of question is to assess your ability to explain or describe the ways,
methods, manner, procedure, or process of something related to the question
being asked. You need to provide sufficient description of how (ways, methods,
manner, procedure, or process) it can be performed for the reader to understand
the ways or procedure.
Why? This question is to assess your knowledge of something and the purpose of it.
You need to provide a sufficient description of why (the purpose/objective or
aims) it is used for the reader to understand why.
ASSESSMENT TASK 1
Written Questioning
You are required to read the following assessment information, requirements, and instructions
before commencing. This task is about written questioning for you to provide written answers as
evidence of your knowledge application. Ensure you follow the terms and conditions applied in
undertaking written task during the assessment as specified and facilitated by your assessor.
Assessment Information Description
1 Assessment method Written questioning
2 Assessment type Summative
3 Assessment This assessment task is a written task for which you are required to provide
description written answer solutions to the questions demonstrating your knowledge
required to lead the development of high-level strategic plans that serve
(What?) the vision and mission of an organisation.
Read the following information related to your assessment to prepare and
perform to provide evidence of your knowledge.
4 Purpose (objective) To gather evidence of your ability to apply knowledge consistently to lead
of the assessment the development of high-level strategic plans that serve the vision and
(Why?) mission of an organisation.
5 Assessment 1. Read the theoretical component of the of learner workbook.

Instructions 2. Conduct research and review literature relevant to the unit
3. Provide answer solutions to each question using your own words.
(How?) Note: do not just copy past the answers from other materials.
4. You may refer to learning materials and other sources of information
as agreed by your assessor.
5. You may word-process your answers using MS Word /Mac document.
6. The assessment is due for completion on the date/s and time/s.
specified by your assessor.
7. Any variations to this arrangement must be approved in writing by
your assessor.
8. Submit your work with any required evidence attached.
9. See the specifications below for details of submission requirements.
10. Read the following requirements for this assessment completion:
6 Assessment date/s This assessment will be conducted according to training delivery

and timing/s session plan. Assessor will specify the timings of assessment and
submission of evidence. Time allowed for the assessment is 3
(When?)
hours within 20 hours of training delivery of the week 2.
7 Specifications 1. Write answer solutions to all the questions using word-processed
document.
2. Provide specified length and numbers mentioned in each question.

(What structure,
3. Submit the answers with a cover page that includes your name,
format, and student ID, unit name/code, date of submission and assessor name.
demonstration) 4. If separate word-process document is used for your responses, include
header (unit name/code) and footer (page no. student name and ID).
8 Assessment context Assessment is conducted in the training room and safe environment where
you are required to provide answer solutions to the questions in a word-
(Where and in what processed document with evidence that demonstrates consistent
condition) knowledge application.
9 Required resources 1. Assessment task with instruction and assessment information

2. Learner workbook and other training handouts if or as allowed by your
(What resources, assessor.
equipment, tools, 3. Computer with Internet access.
and materials) 4. Word-process software (MS Word/Mac).
5. Workspace, table, chair, and stationery.
10 Evidence To complete the unit requirements safely and effectively, you must prove
requirements/ application of knowledge consistently relevant to vocational contexts for
the questions with correct answers using knowledge applications related
(What assessor is to vocational environment.
looking for)
Your Task – Write answers (Knowledge Application)

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.
Questions :- Ensure you answer all the following questions using the length guidelines above quantity
requirements applicable in following relevant questions.
1. What is organisational planning?

2. What are the three levels of organisational planning?
3. What is strategic planning?
4. What is the difference between strategic planning and business planning?
5. Describe contractual requirements and implications for the business.
6. What are financial management requirements and processes of the business?
7. What are the industry trends and practices of relevance to the organisation’s strategic direction?
8. Describe risk management processes.
9. Identify and briefly describe methods for conducting SWOT analysis.
10. Identify and briefly describe methods for conducting PEST analysis
11. Explain the strategic and operational planning processes.
12. Briefly describe the following global environment and market:
a. trends
b. best practice
c. risks
d. opportunities.
13. Identify current and future demands of organisation and global markets.
14. Identify and briefly explain at least two barriers to achieve goals.
15. Explain communication processes.
16. Describe methods to develop strategic plan.
17. What is a strategy map and how does strategy mapping help an organization?
18. Outline key features of knowledge management systems
19. Describe the following two terms:

a. Financial key performance indicators
b. Non-financial key performance indicators.
20. Outline key features of annual operational plan.
---End of written task---
Note: Provide references if you have consulted for other authors’ ideas and writings.
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,
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.
ASSESSMENT TASK 2 – CASE STUDY

Research and analyse information for strategic planning
You are required to read the following assessment information, requirements, and instructions before
commencing. This task has simulated workplace reference. Ensure you access the simulated workplace
resources (planning documents, policies, and procedures etc.), equipment, applicable legislation,
regulation, standards, and code of conduct during the assessment as specified and facilitated by your
assessor.
1 Assessment Method Case study (simulated workplace)
2 Assessment Type Summative
3 Assessment This assessment task is a case study for you to consult with stakeholders to
Description lead the development of high-level strategic plans that serve the vision and
mission of an organisation.
(What?)
You are required to analyse the case scenario and provide written
solutions to task activities by demonstrating applicable foundation skills
and knowledge. You must also provide performance solutions to specific
role-play activities relevant to case study in role-plays as agreed by your
assessor. You must read the following information related to your
assessment to prepare and perform in order to provide evidence of your
skills and knowledge related to the unit of competency.
4 Purpose (objective) To gather evidence of your ability to apply skills and knowledge
of the Assessment consistently to lead the development of high-level strategic plans that
(Why?) serve the vision and mission of an organisation.
5 Assessment 1. Review the skills application section/s of the learner workbook.

Instructions 2. Read the task performance requirements and foundation skills
(How?) application for each task activity.
3. Conduct research and review literature relevant to the unit
4. Provide solutions to each written and performance activity using skills
and knowledge and demonstrating your foundation skills.
Note: Use word-process document for written activities to provide
written evidence as specified in the task. you may use MS Word /Mac
document for your written evidence.
5. This task requires you to play roles. As specified and agreed by your
assessor, role-play the relevant activities demonstrating relevant skills.
6. The assessment is due on the date specified by your assessor.
your assessor.
10. Continue to read the following assessment requirements:
6 Assessment Date/s 1. This assessment will be conducted according to training delivery
and Timing/s session plan.
(When?) 2. Assessor will specify the timings for assessment and evidence
submission date/s and timing/s.

3. Time allowed for the assessment completion is 4 hours within 20 hours
of training delivery of the week 4.
7 Specifications 5. Provide written solutions to all the case study activities and questions
using word-processed document. You may use this MS Word /Mac
(What structure, document for your answering. Provide specified length and numbers
format, and mentioned in each written activity.
demonstration) 6. For role-play activities, play the role as specified by your assessor
demonstrating foundation skills and knowledge application while being
observed by your assessor.
7. Submit the written activities with a cover page that includes your
name, student ID, unit name unit code, date of submission and
assessor name. Include header (unit name/code) and footer (page
number, student name and student ID number)
8 Assessment Context Assessment is conducted in the training room simulated and safe
(Where and in what environment where you must perform consistently applying skills and
condition) knowledge.
You must also provide written solutions to the activities in a word-
processed document with evidence that demonstrates consistent skills and
knowledge application in various conditions specified in the assessment
task.
Assessed in a simulated off-the-job situation that reflects the real
workplace.
9 Required Resources 6. Assessment task with instruction and assessment information

7. Learner workbook and other training handouts.
(What resources, 8. Access to simulated workplace business equipment and resources
equipment, tools, 9. Access to simulated workplace policies and procedures
and materials) 10. Computer with Internet access, word-process software (MS
Word/Mac).
11. Workspace, table/s, chair/s, and stationery as required.
12. Case study and/or real workplace scenario
13. Access to relevant legislation, regulations, standards, and code of
practice
14. Specified timing for assessment
To complete the unit requirements safely and effectively, you must
10 Evidence
demonstrate consistent performance and provide evidence of your ability
Requirements to provide leadership for a program of work.
(What assessor is In the course of above, you must:
looking for) ● Provide written solutions to all the case study activities reflecting
vocational application,
● Demonstrate performance and role-play activities consistently
applying foundation skills and,
● Demonstrate consultation and communication effectively with
relevant stakeholders (assessor and fellow trainees in role-plays).
Case study (Skills and Knowledge Application)

Using the simulated workplace and the scenario in the appendix or your own workplace referring to the
scenario in the appendix as agreed by your assessor, provide solutions to lead the development of high-
level strategic plans that serve the vision and mission of an organisation.
Whatever the workplace you select, the policies and procedure manual of simulated workplace must be
used as the policies and procedures of the workplace to undertake the following task. In case you select
your own workplace or any other workplace you have access to information, provide a brief description of
the workplace such as the industry, operation, personnel, teams and must be accompanied by a link to the
reference for verification by your assessor.
Your role
You work as the manager for the simulated workplace with responsibility for ensuring an organisation is
positioned to conform its long-term viability and success and to consult with stakeholders to lead the
development of high-level strategic plans that serve the vision and mission of an organisation .
Your Task - Research and analyse information for strategic planning

Complete the following workplace activities demonstrating skills and knowledge to lead the development
of high-level strategic plans that serve the vision and mission of an organisation:
Part A – Research and analysis (stage 1).
1. Access simulated workplace (Tech Dynamics) documents including business plan, policies and
procedures and use the relevant policies and procedures to undertake this task.
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.
3. Conduct situational analysis of the workplace, determine, and develop a SWOT analysis (strengths,
weaknesses, opportunities, and threats) from information.
4. Review business plan including existing organisational strategic direction, identify gaps, and
improvement needs and opportunities available to reach goals.
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.
c. current and future demands of global markets.
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.
9. Identify and describe at least three types of resources you need to develop strategic plan.
10. Develop a planning process that includes direction of strategic plan.
Part B – Consult and determine strategic direction (stage 2).
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
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.
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, (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.
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.
---End of case study task activities ---
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 A – Research and analysis (stage 1). Yes No

1 Access simulated workplace (Tech Dynamics) documents including business plan, ☐ ☐
policies and procedures and use the relevant policies and procedures to undertake
this task.
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.
3 Conduct situational analysis of the workplace, determine, and develop a SWOT ☐ ☐
analysis (strengths, weaknesses, opportunities, and threats) from information.
4 Review business plan including existing organisational strategic direction, identify ☐ ☐
gaps, and improvement needs and opportunities available to reach goals.
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. global environment and market, and identify at least two trends,
one best practice, three risks and two opportunities.
b. current and future demands of global markets.
c. 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. ☐ ☐
9 Identify and describe at least three types of resources you need to develop ☐ ☐
strategic plan.
10 Develop a planning process that includes direction of strategic plan. ☐ ☐
Completed
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.
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.
ASSESSMENT TASK 3 – Project

(includes interaction with others)
Execute and monitor strategic plans
You are required to read the following assessment information, requirements, and instructions before
commencing. This task has simulated workplace reference. Ensure you access the simulated workplace
resources (planning documents, policies, and procedures etc.), equipment, applicable legislation,
regulation, standards, and code of conduct during the assessment as specified and facilitated by your
assessor.
1 Assessment Method Project work
2 Assessment Type Summative
3 Assessment This assessment task is a project based on a case study to lead the
Description development of high-level strategic plans that serve the vision and mission
(What?) of an organisation.
You are required to undertake the project by applying foundation skills and
providing solutions to task activities demonstrating the application of skills
and knowledge. You must also provide written solutions to task activities.
You must read the following information related to your assessment to
prepare and perform in order to provide evidence of your skills and
knowledge related to the unit of competency.
4 Purpose (objective) To gather evidence of your ability to apply skills and knowledge
of the Assessment consistently to lead the development of high-level strategic plans that
(Why?) serve the vision and mission of an organisation.
5 Assessment 1. Review the skills application section/s of the learner workbook.

Instructions 2. Read the task performance requirements and foundation skills
(How?) application for each task activity.
3. Conduct research and review literature relevant to the unit
4. Provide solutions to each written and performance activity using skills
and knowledge and demonstrating your foundation skills.
Note: Use word-process document for written activities to provide
written evidence as specified in the task. you may use MS Word /Mac
document for your written evidence.
5. This task requires you to play roles. As specified and agreed by your
assessor, role-play the relevant activities demonstrating relevant skills.
6. The assessment is due on the date specified by your assessor.
your assessor.
10. Continue to read the following assessment requirements:
6 Assessment Date/s 4. This assessment will be conducted according to training delivery
and Timing/s session plan.

(When?) 5. Assessor will specify the timings for assessment and evidence
submission date/s and timing/s.
6. Time allowed for the assessment completion is 4 hours within 20 hours
of training delivery of the week 4.
7 Specifications 8. Provide written solutions to all the project activities using word-
processed document. You may use this MS Word /Mac document for
(What structure, your answering. Provide specified length and numbers mentioned in
format, and each written activity.
demonstration) 9. For role-play activities, play the role as specified by your assessor
demonstrating foundation skills and knowledge application while being
observed by your assessor.
10. Submit the written activities with a cover page that includes your
name, student ID, unit name, unit code, date of submission and
assessor name. Include header (unit name/code) and footer (page
number, student name and student ID number).
8 Assessment Context Assessment is conducted in the training room and safe environment where
(Where and in what you must perform applying skills and knowledge. You must also provide
condition) written solutions to the activities in a word-processed document with
evidence that demonstrates consistent skills and knowledge application in
various conditions specified in the assessment task. (Assessed in a
simulated off-the-job situation that reflects the real workplace).
1. Assessment task with instruction and assessment information
9 Required Resources
2. Learner workbook and other training handouts.
(What resources, 3. Access to simulated workplace and resources
equipment, tools, 4. Computer with Internet access, word-process software (MS
and materials) Word/Mac).
5. Workspace, table, chair, and stationery as required.
6. Case study and/or real workplace scenario
7. Access to relevant legislation, regulations, standards, and code of
practice
8. Business equipment and resources.
9. Specified timing for assessment.
10 Evidence To complete the unit requirements safely and effectively, you must
Requirements demonstrate consistent performance and provide evidence of your ability
to complete tasks outlined in elements and performance criteria of
(What assessor is
this unit, manage tasks, and manage contingencies in the context of
looking for)
the job role.
There must be evidence that you have:
Project (Skills and Knowledge Application)

This project assessment is an alternative to assess that allows you to engage with your learning in more
concrete and practical ways. This task is more than application of theory and a hands-on task for you to
apply what you have learned in a real workplace or simulated workplace environment .
Your role
You work as the manager for a simulated workplace with responsibility for ensuring an organisation is
positioned to conform its long-term viability and success and to consult with stakeholders to lead the
development of high-level strategic plans that serve the vision and mission of an organisation. You have
developed the strategic plan in assessment task 2. In this task, you undertake to execute and monitor
strategic plan.
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.
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.
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
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
---End of role-play activities ---
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
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.
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.
Appendix
Case Study (Simulated Workplace)
Tech Dynamics Pty Ltd plans to be a national leader in business IT support, mobile strategy,
design, development, and promotion and is based in Melbourne, Australia. The main Director Mr.
John Smith has been in this business for over 15 years and has delivered hundreds of apps to
satisfied customers. We are a business providing technology services and solutions to both large
and small companies, optimizing organizational performance by mapping strategic goals and
objectives to IT initiatives.
The Tech Dynamics Way
• Delivering ultimate customer value with agility, humility, and passion

• Dedicated to excellence through a continuous process of learning and unlearning
• Building a demanding and caring company in an environment of openness and joy
• Creating value for all stakeholders and our communities.
Organisation Chart
CEO John Smith

Manager (You)
Business Analysts 1 Dave Williams
Business Analysts 2 Natali Brook
Team Leader 1 Nancy Gray
Team Leader 2 Lim Francisco
Team Leader 3 Mary Liam
Software developers 30 part time and contract software developers
Products and Services

Products
John Smith wants to set Tech Dynamics apart from other IT service providers that may offer only
one or two types of services. While talking to several customers, we have come to realize they
desire the services we are proposing but are frustrated because they must go to several different
businesses. The focus of John Smith is application development and ecommerce
solutions. However, the services we provide will be above and beyond what our competition can
offer. Our business atmosphere will be clean, friendly, and upscale where customers will be
comfortable leaving their IT development needs with us.
Services
Tech Dynamics provides services in
 Business IT Support
 Website Design and Development
 Mobile App Development
 Start-up Product Development
 Branding
 Strategy and Consulting
 Marketing
 Networking
 Virtualization
 Security
 Mobile computing
 Collaboration
 Cloud computing
 Research computing.
Target Market
Market Overview
In the past few years, the mobile industry has experienced a powerful upheaval sparked by the launch of
the first iPhone and the creation of the first, true app ecosystem. This event brought about a gradual
restructuring of the mobile value chain and a steady shift in value from the traditional pillars of the mobile
economy, telco services and mobile handsets into app ecosystems. This emerging component of the value
chain is what we call the “mobile app economy” and it represents the fastest growing area in the mobile
value chain today and will continue to do so in the foreseeable future.
In 2018, the national app economy accounted for 18% of the combined app services & handset market. We
estimate that by 2021 the contribution of the app market will rise to 33% of the combined market,
equivalent to half of the handset market.
Web Designing is also one of the most important part of any IT company. With IT sector spreading its cover
all across the globe, demand of web designers has also increased. In today’s age, where the internet plays
the most important role in business and personal communication, demand of professional and personal
websites has increased tremendously and so there is very good scope for a company like Tech Dynamics to
capitalise on this growing demand.
Market Needs
When it comes to deploying business applications, every company’s implementation journey starts with a
strategic decision to either buy a packaged application or build one from scratch. Based upon the strategy
a company chooses, the purchasing dynamics change, as does the composition of the buying team. Tech
Dynamics Pty Ltd recognizes that buying decisions are made by a combination of the business decision-
makers who drive the strategy and the IT owners tasked with making this strategy a reality for the
enterprise. To this end, our coverage suits the needs of both of these very important Business Application
stakeholders.
As per solution provider, Tech Dynamics Pty Ltd provides solutions to cover the specific pain points and
options associated with buying versus building business applications.
Vision
Our vision is to enable people and businesses to use IT services by empowering our users to stimulate the
exchange and creation of knowledge via information technology. Information will exist in an integrated
environment using collaborative, best-of-breed technology that fosters a unifying culture supporting
operational excellence of our customers.
Mission Statement
Seamlessly blend innovative IT with well-engineered business processes to deliver and support dynamic
and sustainable systems and applications that empower our workforce to accelerate excellent outcomes in
support of the customer’s policies, decisions, operations, and services.
For Tech Dynamics, Information Technology Services strives to provide our integrative thinkers with
competitive, reliable, innovative, and sustainable technology to support users. We need to attract, recruit,
equip, retain, and develop truly exceptional talent in all areas of the business, in order that we provide
customer service excellence in everything we do. With a mind-set focused on the meeting and exceeding of
client expectations then we, as individuals, as a company and as a client, will grow as a result.
This means ensuring that we all do our bit to make sure:

 All new staff members are inducted and feel welcomed into the business from day one
 All staff feel engaged both in the business and in their team, and in seeing how their role is
important to the business
 That we foster a ‘team spirit’ and are all part of a special team with similar core values (Inclusive of
Family)
 That staff remain capable, motivated, pro-active, and up to the tasks demanded of them
 That talent is recognised and rewarded appropriately, and that internal progression is encouraged
 That Personal Development Plans are in place to identify training opportunities for equipping staff
with new and updated skills for progression within the company
 We have a strong management team to provide strong leadership and direction
 Our mission and value-set are outlined to all new employees at interview stage so that they can
share with us in this vision.
Business values
Core Values
At Tech Dynamics we are committed to the highest standards of ethics, integrity, and behaviour and to
always act in a professional and courteous manner, adhering to the following core values:
 Customer Service Excellence
 Customer Service Responsibility
 Delivery, Timeliness and Availability
 Courtesy, Honesty and Fairness
 Fair-play with unbiased decision making
Goals and Objectives

The following are the goals and objectives for Tech Dynamics:
 Ensure that the Infrastructure, Systems and Devices supported by the Technology Services
Division meet or exceed established performance and reliability criteria.
 Provide a secure and reliable Technology Infrastructure that utilizes the latest in technology.
 Provide an Integrated IT Environment that deliver information and services in an integrated and
secure environment that fosters an open, collaborative, and unifying culture and provides
ubiquitous access to needed information.
 Promote and ensure Customer Satisfaction by incorporating state of the art tools and processes
that utilizes IT Service Management best practices.
 Create and promote a positive, friendly, healthy, and productive working environment.
Strategic marketing objectives

1. Digital channel contribution objective. Achieve 10% online revenue contribution within two years.
2. Acquisition objective. Acquire 50,000 new online customers this financial year at an average cost
per acquisition (CPA) of $30 with an average profitability of $50.
3. Conversion objective. Increase the average order value of online sales to $42 per customer.
4. Engagement objective. Increase active customers purchasing at least once a quarter to 300,000 in a
market (a hurdle rate metric)
5. Increase market share by improving brand awareness in the next 12 months, as measured by an
increase in organic brand name search by 50% through social media saturation, social media ads,
and an influencer campaign.
Financial Plan for strategic plan

Revenue Forecast FY2021 FY2022 FY2023 FY2024 FY2025
Revenue
Sales $6,880,000 $7,200,000 $7,600,000 $8,360,000 $9,196,000
Total Revenue $6,880,000 $7,200,000 $7,600,000 $8,360,000 $9,196,000
Direct Cost $0 $0 $0 $0 $0
Total Direct Cost $0 $0 $0 $0 $0

Gross Profit $6,880,000 $7,200,000 $7,600,000 $8,360,000 $9,196,000
Gross Margin % 100% 100% 100% 100% 100%
Operating Expenses
Salary $3,060,000 $3,180,240 $3,280,980 $3,445,029 $3,617,280.45
Employee Related Expenses $260,160 $260,944 $261,754 $266,989 $272,328.86
Marketing & Promotions $380,880 $400,800 $421,200 $429,624 $438,216.48
Rent and Outgoings $200,760 $220,000 $240,000 $244,800 $249,696.00
Utilities $360,000 $380,000 $400,000 $408,000 $416,160.00
Office Supplies $60,000 $60,400 $60,800 $62,016 $63,256.32
Insurance $20,200 $20,600 $20,800 $21,216 $21,640.32
Server and Software Expenses $1,280,000 $1,320,000 $1,380,000 $1,407,600 $1,435,752.00
Total Operating Expenses $5,622,000 $5,842,984 $6,065,534 $6,285,274 $6,514,330.43
Profit before tax $1,258,000 $1,357,016 $1,534,466 $2,074,726 $2,681,669.57
Interest Incurred $0 $0 $0 $0 $0
Depreciation and Amortization $0 $0 $0 $0 $0
Income Taxes $377,400 $407,104 $460,340 $622,417.78 $804,500.87
$1,452,308.1
Net Profit $880,600 $949,912 $1,074,126
4 $1,877,168.70
Net Profit to Sales Ratio 13% 13% 14% 17% 20%
Performance in the Year End 2021

Revenue Forecast FY2021
Revenue
Sales $6, 210,000
Total Revenue $6, 210,000
Direct Cost $0
Total Direct Cost $0

Gross Profit $6, 210,000
Gross Margin % 100%
Operating Expenses
Salary $3,213,000
Employee Related Expenses $273,168
Marketing & Promotions $399,924
Rent and Outgoings $210,798
Utilities $378,000
Office Supplies $63,000
Insurance $21,210
Server and Software Expenses $1,344,000
Total Operating Expenses $5,903,100
Profit before tax $306,900
Interest Incurred $0
Depreciation and Amortization $0
Income Taxes $92,070
Net Profit $214,830
Net Profit to Sales Ratio 3%

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Assessment Manual

The assessment process

Assessment Assessment Evidence Gathering Techniques Where? When?

ASSESSMENT GUIDELINES FOR WRITTEN TASK

QUESTION TYPE HOW LONG YOUR ANSWER MUST BE (LENGTH OF ANSWER)

Length approximately 4 – 8 typed lines = 50 – 100 words, or 5 - 10 lines of

Assessment Information Description

1 Assessment method Written questioning

2 Assessment type Summative

5 Assessment 1. Read the theoretical component of the of learner workbook.

6 Assessment date/s This assessment will be conducted according to training delivery

2. Provide specified length and numbers mentioned in each question.

9 Required resources 1. Assessment task with instruction and assessment information

Your Task – Write answers (Knowledge Application)

1. What is organisational planning?

19. Describe the following two terms:

---End of written task---

ASSESSMENT TASK 2 – CASE STUDY

Assessment Information Description

1 Assessment Method Case study (simulated workplace)

2 Assessment Type Summative

5 Assessment 1. Review the skills application section/s of the learner workbook.

submission date/s and timing/s.

9 Required Resources 6. Assessment task with instruction and assessment information

Case study (Skills and Knowledge Application)

Your Task - Research and analyse information for strategic planning

Part B – Consult and determine strategic direction (stage 2).

Role-play - Plan financial management approaches

Part C – Develop strategic plan (stage 3).

---End of case study task activities ---

Part A – Research and analysis (stage 1). Yes No

ASSESSMENT TASK 3 – Project

Assessment Information Description

1 Assessment Method Project work

2 Assessment Type Summative

5 Assessment 1. Review the skills application section/s of the learner workbook.

6 Assessment Date/s 4. This assessment will be conducted according to training delivery

and Timing/s session plan.

Project (Skills and Knowledge Application)

Role-play - Plan financial management approaches

---End of role-play activities ---

The Tech Dynamics Way

• Delivering ultimate customer value with agility, humility, and passion

CEO John Smith

Products and Services

This means ensuring that we all do our bit to make sure:

Goals and Objectives

Strategic marketing objectives

Financial Plan for strategic plan

Total Direct Cost $0 $0 $0 $0 $0

Performance in the Year End 2021

Total Direct Cost $0

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