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 Gather relevant planning information

1.1 Consult with community to identify needs, issues, visions and interests

1.2 Identify people with appropriate expertise both within and outside the organisation who could assist the planning process

1.3 Identify and obtain relevant planning information, including the organisation’s current provision of services

1.4 Review the effectiveness of this provision in meeting organisational and community needs

2 Set directions for planning

2.1 Work with board members to set or review the vision, goals and objectives of the organisation

2.2 Seek support of internal or external experts if required

2.3 Analyse and use information to make planning decisions

2.4 Identify type of planning activity required to meet needs of the organisation

2.5 Identify key purpose and essential components of the planning activity

2.6 Clarify roles of board, management and staff in the planning activity

3 Ensure plans and planning processes meet cultural objectives

3.1 Check plans and planning processes to ensure they maintain and enhance cultural identity

3.2 Check plans and planning processes to ensure they reflect cultural requirements and protocols promoting cultural respect

3.3 Develop strategies to address areas where conflict may occur between cultural and economic requirements

3.4 Check plans to ensure they reflect the vision and objectives of the organisation

4 Oversee development of plans

4.1 Work with board members and senior staff to establish a plan-development process and timeframe

4.2 Ensure adequate resources are available to develop plans

4.3 Ensure plans meet legal and compliance requirements

4.4 Ensure plans meet financial targets and funding requirements

4.5 Ensure plans include risk management strategies

4.6 Ensure plans include consideration of sustainability

4.7 Monitor plan development and adjust where appropriate

5 Approve plans

5.1 Work with other board members to approve agreed plan for implementation

5.2 Communicate approved plans to the community

Skill 

Performance 

Criteria 

Description 

Reading

1.2-1.4, 2.1, 2.3-2.6, 3.1, 3.2, 3.4, 4.1, 4.3-4.7, 5.1

• Gathers, interprets and analyses textual information from a range of sources and synthesises ideas and concepts

Writing

1.1, 2.1, 2.2

4.1, 5.1, 5.2

• Researches, develops and documents strategies relating to planning and overseeing the operational plan
• Ensures vocabulary, grammatical structures and conventions are appropriate for target audience

Oral Communication

1.1-1.4, 2.1, 2.2, 2.6, 4.1, 5.1, 5.2

• Uses appropriate techniques, including actively listening and questioning to convey and clarify information

Numeracy

4.2, 4.4, 4.6

• Selects and uses mathematical problem-solving strategies to organise resource requirements, performance benchmarks and sustainability of the operational plan

Navigate the world of work

4.3, 4.6

• Keeps up-to-date with legislation or regulations relevant to own rights and responsibilities and considers implications of these when planning and undertaking work

Interact with others

1.1, 2.1, 2.2, 4.1, 5.1, 5.2

• Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role
• Cooperates with others as part of familiar routine activities and contributes to specific activities requiring joint responsibility and accountability
• Recognises importance of building rapport to establish effective working relationships

Get the work done

1.2, 1.3, 1.4, 2.3, 2.4, 2.5, 2.6, 3.1, 3.2, 3.4, 4.2, 4.4, 4.5, 4.6, 4.7

• Applies formal processes when planning more complex tasks, producing plans with logically sequenced steps, reflecting some awareness of time and resource constraints and the needs of others
• In more complex non-routine situations, uses a formal decision-making process with support, setting or clarifying goals, gathering information and identifying and evaluating best options against predetermined criteria
• Applies formal problem-solving processes when tackling an unfamiliar problem, breaking complex issues into manageable parts and identifying and evaluating several options for action
• Understands and explicitly applies some basic principles of analytical and lateral thinking

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBATSIM416 Oversee organisational planning

BSBATSIM416A Oversee organisational planning

Updated to meet Standards for Training Packages

Equivalent unit

Release 

Comments 

Release 1

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