Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Initiate the strategic planning process

1.1 Consult organisation's decision makers to determine the parameters that will be used for the planning process, including timeframes and budget

1.2 Analyse current strategic planning documents to determine a methodology that is in keeping with the organisation’s needs and past practice

1.3 Identify stakeholders who will contribute to the plan’s development

1.4 Develop and document planning methodology within a project plan including resource allocation

2. Conduct an environmental and organisational scan

2.1 Research local and international best practice and trends in the organisation’s field of operation

2.2 Identify, collect and analyse demographic and trend data to provide profiling information about the organisation’s market.

2.3 Collect and analyse industry intelligence relating to competitors

2.4 Identify key strengths, weaknesses, opportunities and threats (SWOT) to the organisation

2.5 Identify major risk factors that could constrain the achievement of organisational goals in the short, medium and long term

2.6 Consult stakeholders to identify issues and expectations affecting the organisation’s operations

3. Lead the establishment of organisational key directions and goals

3.1 Engage staff and relevant stakeholders in establishing the major goals of the organisation

3.2 Establish leadership to articulate the vision, mission and key goals of the organisation

3.3 Provide leadership to establish the organisation’s key result areas

4. Lead the development of the plan’s key activities and performance indicators

4.1 Initiate and manage processes and delegations to develop detailed activities to achieve the organisation’s goals

4.2 Develop specific performance indicators to enable the measurement of success

4.3 Cost and budget for resourcing levels to enable the plan to be enacted

4.4 Gain commitment to the process and the plan

4.5 Engage relevant stakeholders and participants to sign off and commit to the finalised strategic plan

5. Manage the implementation process

5.1 Develop tactical or operational annual plans to facilitate implementation of longer-term strategic plan

5.2 Prioritise and resource (human, financial and capital) programs and operational tactics

5.3 Analyse and plan for changes to processes or practices

5.4 Plan human resource development and succession strategies to ensure long-term business viability

5.5 Initiate strategies to skill the workforce in order to implement the plan

5.6 Establish communication processes to inform and support staff and stakeholders through implementation of the plan

6. Manage the evaluation process

6.1 Establish and implement processes to monitor performance against agreed benchmarks and performance

6.2 Monitor outcomes of the strategic and operational plans

6.3 Undertake review or refinement of activities in light of changing conditions to ensure the attainment of the strategic plan goals

Skill 

Performance 

Criteria 

Description 

Reading

1.2, 1.4, 2.1-2.5, 5.3, 6.2, 6.3

• Sources, evaluates and critiques ideas and information from a range of complex texts to assist with strategic decisions
• Reviews texts to determine whether required outcomes have been met

Writing

1.4, 4.1, 4.2, 5.1, 5.3, 5.4, 6.1, 6.2, 6.3

• Develops or reviews complex texts according to organisational requirements to convey strategy, context and intent

Oral communication

1.1, 2.6

• Leads discussions using active listening and questioning to seek the views and opinions of others

Numeracy

1.4, 2.2, 4.3

• Develops budgets and plans using mathematical processes to calculate costs, timeframes and resources

Navigate the world of work

1.2, 3.2, 3.3, 5.1, 5.4, 5.5

• Develops and implements strategies to ensure organisational goals are achieved
• Leads planning processes in accordance with organisational goals

Interact with others

1.1, 2.6, 3.1-3.3, 4.4, 4.5

• Demonstrates sophisticated control over oral, visual and/or written formats, drawing on a range of communication practices to achieve goals
• Plays a lead role in situations requiring effective collaboration, demonstrating high-level influencing skills, focusing and shaping awareness, and engaging and motivating others

Get the work done

1.2, 1.3, 1.4, 3.1, 4.1, 4.2, 4.4, 4.4, 5.2-5.4, 5.6, 6.1-6.3

• Systematically gathers and analyses all relevant information and evaluates options in order to inform strategic decisions or solve problems
• Develops flexible plans for complex, high impact activities with strategic implications that involve a diverse range of stakeholders with potentially competing demands
• Monitors results against stated goals, adjusting plans and resources where necessary

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBLDR802 Lead the strategic planning process for an organisation

Not applicable

New unit

No equivalent unit

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.