Modification History
The version details of this endorsed unit are in the table below. The latest information is at the top.
Release |
Comments |
First Release |
New unit |
Unit Descriptor
This unit describes the performance outcomes, skills and knowledge required to identify, analyse and put in place strategies to transform aspects of the business’s operations.
The unit addresses the diagnosis of the need for change in order to improve the operations of the business, together with the ability to plan and implement effective new programs and services.
The unit requires the demonstration of effective analytical skills and high-level communication skills, as well as the ability to craft effective solutions and apply specific understanding of retailing.
Application of the Unit
This unit of competency supports the needs of senior managers and business owners who have significant responsibility for driving change and process improvement within a service organisation.
Licensing/Regulatory Information
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Pre-Requisites
Nil
Employability Skills Information
This unit contains employability skills.
Elements and Performance Criteria Pre-Content
Elements and Performance Criteria
Element |
Performance Criteria |
Elements describe the essential outcomes of a unit of competency. |
Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide. |
1. Diagnose need for the transformation program. |
1.1.Conduct research that is internal and external to the organisation to identify opportunities and rationale for transformation within the organisation. 1.2.Analyse the organisation’s strategic and business plans to ensure potential transformational strategies are aligned. 1.3.Audit current performance to size the magnitude of the change or transformation that is required to improve organisational performance. 1.4.Identify and prioritise change and transformational strategies for action. 1.5.Gain authorisation as required for the transformation strategy in line with standard organisational policies and procedures. |
2. Prepare a transformation strategy. |
2.1.Identify, cost and budget the requirements for human and other resources required to implement the strategy. 2.2.Canvass options and solutions to ensure the development of a creative, ethical, integrated and effective transformation strategy. 2.3.Conduct and document a risk management analysis leading to the development of risk management control plans. 2.4.Develop, test and prioritise strategies to drive change and transformation with staff and stakeholders. |
3. Analyse barriers to transformation. |
3.1.Identify, cost and allocate the resources required to support the implementation of a transformation strategy. 3.2.Identify and document skill shortages that may limit capacity to respond to change. 3.3.Analyse and manage impacts on existing sales and service delivery that may be generated by the new approach and strategy. 3.4.Analyse the impact of transformation strategy on existing organisational structures and power bases. |
4. Implement transformation strategy. |
4.1.Identify, secure and brief team members participating in sponsoring and driving the transformation strategy. 4.2.Foster the skill development of staff to lift their individual and team performance. 4.3.Review and refine the organisation’s governance structures to ensure the transformation strategy conforms to legal and organisational requirements. 4.4.Develop and implement processes to communicate the objectives of the desired transformation. 4.5.Develop strategies to build a shared understanding and commitment to change across the organisation or business unit. 4.6.Identify and manage conflict between individuals according to organisational procedures. |
5. Evaluate outcomes and review transformation strategy. |
5.1.Quantify and analyse outcomes achieved from the implementation of the transformation strategy. 5.2.Quantify and analyse capacity of the transformation strategy to address principles of economic, social and environmental sustainability. 5.3.Analyse and document opportunities for future organisational change, transformation and improvement to inform further planning processes in line with organisational policies and procedures. |
Required Skills and Knowledge
This section describes the skills and knowledge required for this unit. |
Required skills |
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Required knowledge |
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Evidence Guide
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package. |
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Critical aspects for assessment and evidence required to demonstrate competency in this unit |
Evidence of the following is essential:
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Context of and specific resources for assessment |
Assessment must ensure access to:
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Method of assessment |
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
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Guidance information for assessment |
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended. |
Range Statement
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the individual, accessibility of the item, and local industry and regional contexts) may also be included. |
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Research internal and external to the organisation may include: |
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Transformational strategies to be undertaken can be wide-ranging in nature, of relevance to the organisation and may include: |
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Current performance may be assessed by: |
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Risk management control plans are developed using a structured process that may include: |
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Strategies to drive change and transformation may include: |
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Impact of transformation strategy may be analysed by reference to theories that may include: |
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Skill development required by staff to foster transformation may include: |
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Unit Sector(s)
Cross-Sector
Competency Field
Retail Management